Features (Full Detail) — HRM Pro
Current version: v1.0.0
Enterprise Human Resource Management for Perfex CRM — attendance, payroll, leave, recruitment, KPI, appraisal & staff portal.
This page explains module capabilities in depth so new users understand what each feature does, why it matters, and how to use it inside Perfex CRM.
Feature catalog (explained)
Every major capability below is explained in plain language — what it is, why it helps, and how to use it.
1. Staff profiles linked to Perfex CRM staff (departments, designations, shifts, offices)
In plain words: Staff profiles linked to Perfex CRM staff (departments, designations, shifts, offices)
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
2. Attendance (manual, self-service portal, biometric sync, GPS/IP rules)
In plain words: Attendance (manual, self-service portal, biometric sync, GPS/IP rules)
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Enable credentials in HRM Pro → Settings (API keys, webhooks, sandbox/production). Test with a sample record, then monitor the module log or sync screen.
3. Leave management with balances and calendar
In plain words: Leave management with balances and calendar
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
4. Payroll generation, payslips (PDF/email)
In plain words: Payroll generation, payslips (PDF/email)
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Open the list screen for this data, use Import / Export / PDF buttons (or the bulk actions menu), follow the template columns, then verify a few rows after upload.
5. Loans, job cards, contracts, assets, KPI & appraisal
In plain words: Loans, job cards, contracts, assets, KPI & appraisal
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
6. HR Analytics — wired to live KPIs and Chart.js trends
In plain words: HR Analytics: wired to live KPIs and Chart.js trends
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
7. Recruitment Kanban — drag-and-drop stage persistence
In plain words: Recruitment Kanban: drag-and-drop stage persistence
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
8. Complete uninstall (tables + all module options)
In plain words: Complete uninstall (tables + all module options)
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
9. Legacy controller redirects (Hrm_pro, Staff → primary routes)
In plain words: Legacy controller redirects (Hrm_pro, Staff → primary routes)
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
10.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open the list screen for this data, use Import / Export / PDF buttons (or the bulk actions menu), follow the template columns, then verify a few rows after upload.
11. Leave approval comments — saved on approve/reject
In plain words: Leave approval comments: saved on approve/reject
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Create a draft record, submit it, then have an approver open the same record and Approve / Reject. Approvers need the approve permission on their role.
12. HR Reports PDF — download (attendance, payroll, loans, staff, summary)
In plain words: HR Reports PDF: download (attendance, payroll, loans, staff, summary)
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
13.
In plain words:
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Create a draft record, submit it, then have an approver open the same record and Approve / Reject. Approvers need the approve permission on their role.
14.
In plain words:
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
15.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Enable portal options in Settings, link the customer/supplier contact, then test with a portal login to confirm visibility and actions.
16.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
17.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
18.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
19.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
20.
In plain words:
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Ensure Perfex CRM cron is running (`php /path/to/perfex/index.php cron/index`). Then enable the related option in module Settings so jobs, alerts, or queues process automatically.
21.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Enable portal options in Settings, link the customer/supplier contact, then test with a portal login to confirm visibility and actions.
22.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open the list screen for this data, use Import / Export / PDF buttons (or the bulk actions menu), follow the template columns, then verify a few rows after upload.
23.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open the list screen for this data, use Import / Export / PDF buttons (or the bulk actions menu), follow the template columns, then verify a few rows after upload.
24.
In plain words:
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Enable portal options in Settings, link the customer/supplier contact, then test with a portal login to confirm visibility and actions.
25.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open the list screen for this data, use Import / Export / PDF buttons (or the bulk actions menu), follow the template columns, then verify a few rows after upload.
26.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Create a draft record, submit it, then have an approver open the same record and Approve / Reject. Approvers need the approve permission on their role.
27.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open the list screen for this data, use Import / Export / PDF buttons (or the bulk actions menu), follow the template columns, then verify a few rows after upload.
28.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
29.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
30.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
31.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
32.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open the list screen for this data, use Import / Export / PDF buttons (or the bulk actions menu), follow the template columns, then verify a few rows after upload.
33.
In plain words:
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Enable portal options in Settings, link the customer/supplier contact, then test with a portal login to confirm visibility and actions.
34.
In plain words:
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
35.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
36.
In plain words:
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
37.
In plain words:
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
38.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
39.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
40.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
41.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
42.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
43.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
44.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
45.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
46.
In plain words:
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
47.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open the list screen for this data, use Import / Export / PDF buttons (or the bulk actions menu), follow the template columns, then verify a few rows after upload.
48.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
49.
In plain words:
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
50.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open the list screen for this data, use Import / Export / PDF buttons (or the bulk actions menu), follow the template columns, then verify a few rows after upload.
51.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
52.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
53.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
54.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
55.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
56.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
57.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Create a draft record, submit it, then have an approver open the same record and Approve / Reject. Approvers need the approve permission on their role.
58.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
59.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to HRM Pro → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
60.
In plain words:
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
61.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open HRM Pro in the admin sidebar, then use the related menu screen for this capability.
Features & workflows from documentation
Features
Core HR
- Staff profiles linked to Perfex CRM staff (departments, designations, shifts, offices)
- Attendance (manual, self-service portal, biometric sync, GPS/IP rules)
- Leave management with balances and calendar
- Payroll generation, payslips (PDF/email)
- Loans, job cards, contracts, assets, KPI & appraisal
v2.1 Polish
- HR Analytics wired to live KPIs and Chart.js trends
- Recruitment Kanban drag-and-drop stage persistence
- Complete uninstall (tables + all module options)
- Legacy controller redirects (
Hrm_pro,Staff→ primary routes)
v2.2 Features
- CSV import — staff HRM profiles and attendance rows
- Leave approval comments saved on approve/reject
- HR Reports PDF download (attendance, payroll, loans, staff, summary)
v2.3 Enterprise
- Multi-level leave approvals — 1–3 step chain (manager → HR → final approver)
- Training module — programs, sessions, staff enrollments
- Public careers portal — job listings and online applications at
/careers
v2.4 Integration & Polish
- Custom timeline events — save promotion, warning, and other HR events with attachments
- Salary template description — persisted in database
- Rota notes — saved per shift assignment
- Recruitment resume upload — file upload in admin (plus optional URL)
- Email alerts — next leave approver + contract expiry (employee + HR contact)
v2.5 Self-Service & Import
- Leave attachments — optional file upload when applying (staff portal + admin leaves)
- Holidays CSV import — bulk import with type, apply-to, and date range metadata
- Offices CSV import — bulk import geofence offices
- Staff portal training — employees view their training enrollments and scores
v2.6 Bulk Operations & Import
- Salary template CSV import — bulk create/update salary structures
- Leave bulk approve/reject — process multiple pending requests via AJAX
- Contracts bulk upload — ZIP with
manifest.csv+ contract files
v2.7 Reports & Operations
- Reports charts — live attendance trend (present/absent/late) and payroll bar chart
- Reports tab export — per-tab PDF download buttons wired to the reports PDF endpoint
- Reports DataTables — sortable/searchable tables on each report tab
- Attendance delete — single-row and bulk delete for attendance records
- Leave iCal export — download
.icscalendar feed for all leave requests
v3.6 Staff Portal Appraisals & Filtered KPI Exports
- Staff portal → My Appraisal — employees view published performance reviews only
- Portal dashboard — latest published appraisal rating card
- KPI PDF & rollup CSV — respect staff, department, year, and month filters from the KPI page
v3.5 Appraisal ↔ KPI & KPI PDF
- Performance appraisal — stores linked
kpi_rollup_score; live lookup by staff/period; optional “Apply as rating (÷10)” - Appraisal table — KPI score column alongside manager rating
- KPI PDF — download rollups and score rows from KPI → Download PDF
v3.4 Staff Portal KPI & Rollup Export
- Staff portal → My KPIs — employees view their scores, monthly rollups, and year filter
- Portal dashboard — current-month KPI average card with link to full view
- Admin KPI — Export rollups CSV downloads staff/period weighted averages
v3.3 Cleanup & Weighted KPI Rollups
- Weighted KPI average — dashboard stat, staff/month rollup table, and HR Analytics card respect definition weights
- Code cleanup — removed nested Stripe iDEAL module (
ideal/) and unused legacy view wrappers
v3.2 KPI Scope, Biometric Notes & Scheduled Reports
- KPI definitions — weight (%), optional department/designation scope; assignment dropdown filters by staff scope
- Biometric devices — notes field saved on create/edit (modal + standalone form)
- Scheduled reports — cron email summary to configured recipients (weekly Monday or monthly 1st); configure in Reports modal or Settings
v3.1 Extended Metadata & Returns
- Contracts — type, start date, status, department, designation, salary, notes (create, edit, filter, bulk CSV)
- Loans —
interest_rateandtenure_monthsstored in database (legacy[HRM_INT:]notes still read) - Assets — return assignment from recent assignments list (sets asset back to available)
- UI polish — corrected stale hints for payroll filters, CSV imports, salary template description
v3.0 Enterprise Operations
- Assets — purchase date/cost, vendor, warranty, location, condition columns + form fields
- Payroll generate — optional department, office, and staff filters (adds missing items to existing month runs)
- Recruitment jobs — close/reopen posting, delete job (cascades applications)
v2.9 Recruitment, Contracts & Timeline
- Recruitment — reject, delete application, move stage modal (table + kanban already supported drag)
- Contracts — edit title, expiry, optional document replace
- Timeline — delete custom timeline events
v2.8 Delete & Bulk Operations
- Loans — reject, delete, bulk approve/reject/delete via AJAX
- Assets — delete asset (cascades assignments)
- KPI — delete monthly scores and KPI definitions
- Payroll — bulk mark paid, lock, delete; single lock/delete
- Payslips — bulk delete, single delete, regenerate
Leave approval workflow
Configure under HRM Pro → Settings → Leave approval settings:
| Levels | Chain |
|---|---|
| -------- | ------- |
| 1 | HR / attendance managers approve directly |
| 2 | Reporting manager → HR approver |
| 3 | Reporting manager → HR approver → Final approver |
Set HR and final approver staff in settings. Multi-step requests show the approval chain on the leaves list and in the detail modal.
Reports PDF
HRM Pro → Reports — apply filters, open a tab, click Download PDF. Use Schedule Report to enable cron email delivery.
Permissions
| Capability | Purpose |
|---|---|
| ------------ | --------- |
view_staff | Dashboard, analytics, staff list |
create_staff / edit_staff / delete_staff | Staff CRUD, CSV import |
attendance_manage | Attendance, leaves, CSV import; HR override on leave approvals |
payroll_manage | Payroll & payslips |
loan_manage | Loans |
recruitment_manage | Jobs & pipeline |
training_manage | Training programs & sessions |
staff_self_access | Employee portal |
Cron (optional)
Configure in HRM Pro → Settings. Jobs run after the main CRM cron: biometric sync, auto payroll, leave balance reset, contract expiry alerts, scheduled HR report email.
Listing highlights
Item Title
HRM Pro — Enterprise Human Resource Management Module for Perfex CRM
Short Description (max ~160 chars)
Complete HRM for Perfex CRM: attendance, biometric, leave approvals, payroll, loans, recruitment, training, KPI, appraisal, assets & staff portal.
Full Description
By Nasbix Technologies — follows standard Perfex CRM module conventions (activation hooks, migrations, permissions, uninstall cleanup).
HRM Pro transforms Perfex CRM into a full Human Resource Management platform — without modifying a single core file.
Built for agencies, SMEs, and enterprise teams who need end-to-end HR inside Perfex CRM.
Core HR
- Staff profiles linked to Perfex CRM staff (departments, designations, shifts, offices)
- Employment card with QR public verification
- Staff timeline with attachments
- Holidays, announcements, salary templates
Attendance & Time
- Manual attendance + bulk import (CSV)
- Staff self-service portal (check-in/out, GPS/IP rules, face check-in)
- Biometric device integration (push API + pull sync + cron)
- Job cards auto-synced from attendance
- Shift rota management
Leave Management
- Leave types with annual balances
- Multi-level approval workflow (1–3 steps)
- Leave attachments, bulk approve/reject, iCal export
- Email alerts for approvers and employees
Payroll & Finance
- Monthly payroll generation with department/office/staff filters
- Payslips (PDF download + email)
- Employee loans with installments
- Overtime, late deduction, tax settings
Recruitment & Training
- Job postings with Kanban pipeline
- Public careers portal at
/careers - Training programs, sessions, enrollments, scores
Performance
- KPI definitions with weighted rollups
- Performance appraisal linked to KPI scores
- HR Analytics dashboard (Chart.js)
Assets & Contracts
- Asset register with assignments and returns
- Staff contracts with bulk ZIP upload
- Contract expiry alerts (cron)
Staff Self-Service Portal
Employees access: attendance, leaves, payslips, loans, job cards, training, KPIs, appraisals, documents, face check-in.
Reports & Automation
- HR reports with charts, PDF export, scheduled email (cron)
- 5 cron jobs: biometric sync, auto payroll, leave reset, contract alerts, scheduled reports
Security
- Granular RBAC (10 permission groups)
- CSRF protection on admin forms
- Biometric API key authentication + rate limiting
- Careers portal honeypot + rate limiting
- Upload directory listing protection
Requirements
- Perfex CRM 2.3+ (tested on 3.x)
- PHP 7.4+ (8.1+ recommended)
- MySQL 5.7+ / MariaDB 10.3+
- Cron job recommended for biometric sync and scheduled tasks
Installation
- Upload
hrm_profolder tomodules/ - Activate in Setup → Modules
- Assign HRM Pro permissions to staff roles
- Configure settings under HRM Pro → Settings
Uninstall
- Deactivate keeps data; Uninstall removes all
hrm_*tables,hrm_pro_*options, anduploads/hrm_pro/ - Back up the database before uninstalling (destructive)
Documentation
Included: README.md, documentation/index.html, CHANGELOG.md
Support
6 months included via CodeCanyon. Extended support available at checkout.
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Tags (suggested)
hrm, human resources, payroll, attendance, leave management, perfex crm, staff portal, biometric, recruitment, kpi, appraisal, payslip
Category
PHP Scripts → Add-ons → Perfex CRM
Official HTML documentation (feature sections)
Permissions
| Capability | Access |
|---|---|
view_staff | Dashboard, staff list, reports, analytics, KPI, assets, contracts, timeline |
create_staff | Add staff HRM profiles, CSV import |
edit_staff | Edit profiles, KPI scores, assets, contracts |
delete_staff | Delete staff records, appraisals |
attendance_manage | Attendance, leaves, biometric, settings (partial) |
payroll_manage | Payroll, payslips, settings (partial) |
loan_manage | Employee loans |
recruitment_manage | Jobs, applications, pipeline |
training_manage | Training programs and sessions |
staff_self_access | Employee self-service portal (My Panel) |
Key Features
- Staff profiles, departments, designations, shifts, offices, holidays
- Attendance (manual, portal, biometric, GPS/IP geofence)
- Leave management with multi-level approvals
- Payroll generation and payslip PDF/email
- Loans, job cards, assets, contracts
- Recruitment Kanban + public careers portal
- Training programs and enrollments
- KPI system with weighted rollups + performance appraisal
- HR Analytics, reports (PDF + scheduled email)
- Employment card with QR verification
Cron Jobs
Configure in HRM Pro → Settings. All run via Perfex CRM's main cron:
- Biometric sync — reconcile device logs to attendance
- Auto payroll — generate previous month's payroll
- Leave balance reset — annual leave balance reset
- Contract alerts — email on contract expiry
- Scheduled reports — weekly/monthly HR summary email
Careers Portal
Enable in Settings → Careers portal enabled. Public URLs:
https://yourdomain.com/careers
https://yourdomain.com/careers/job/{id}
https://yourdomain.com/careers/apply/{id}
Job postings must be open and marked public listing in Recruitment.
Biometric Push API
Register devices under HRM Pro → Biometric. Each device receives an API key.
POST /admin/hrm_pro/biometric/push
Content-Type: application/json
X-API-Key: {device_api_key}
{
"employee_id": 1,
"timestamp": "2026-09-03 09:00:00",
"device_id": "DEVICE-001"
}
Rate limited to 120 requests/minute per IP. API key is mandatory.
CSV Imports
Supported imports (see README.md for column formats):
- Staff HRM profiles
- Attendance rows
- Holidays, offices, salary templates
- Contracts bulk upload (ZIP + manifest.csv)
Security Notes
- All admin routes require staff login + RBAC permissions
- CSRF tokens on admin forms; public careers apply is CSRF-excluded (honeypot + rate limit instead)
- Biometric push uses API key + rate limiting (no staff session)
- Employment card verification uses signed token (
hash_equals) - Upload directories include blank
index.htmlfiles - File uploads restricted by MIME/extension and size
Related: Quick Start · How to Install · FAQ & Tips · Version & Changelog