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HRM Pro — How to Install

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How to Install — HRM Pro

Module folder: modules/hrm_pro/   Version: v1.0.0

Enterprise Human Resource Management for Perfex CRM — attendance, payroll, leave, recruitment, KPI, appraisal & staff portal.

Before you begin

  • Backup your database (Setup → Backup or your host backup tool).
  • Use a staff account with Modules / Settings access.
  • PHP version and Perfex CRM version should match the module README requirements when listed.
  • Keep the module folder name exactly hrm_pro.

Step-by-step installation

  1. Upload the hrm_pro folder into your CRM modules/ directory (FTP, cPanel, or Setup → Modules → Upload when available).
  2. Log in to Admin.
  3. Go to Setup → Modules.
  4. Find HRM Pro and click Activate (or Upgrade if already installed).
  5. Wait for migrations/tables to finish — do not refresh mid-activation.
  6. Go to Setup → Staff → Roles and assign permissions for this module.
  7. Open HRM Pro → Settings and save defaults.

Install notes from README

Setup

  1. Setup → Modules → HRM Pro → Activate
  2. Run Upgrade when prompted (migrations apply schema changes)
  3. Assign HRM permissions under Setup → Staff → Roles
  4. Configure HRM Pro → Settings (attendance rules, payroll, leave approval, careers portal, cron jobs)

Uninstall

Deactivating the module keeps all data. Uninstalling (Setup → Modules) runs uninstall.php and:

  • Drops every database table matching tbl*_hrm_*
  • Deletes all options whose name starts with hrm_pro_
  • Removes the folder uploads/hrm_pro/ (documents, faces, contracts, etc.)

Back up your database and uploads before uninstalling — this cannot be undone.

After activation — configuration checklist

  1. Go to Setup → Modules and activate HRM Pro.
  2. Assign permissions under Setup → Staff → Roles (HRM Pro capability group).
  3. Open HRM Pro → Settings to configure attendance, payroll, and cron options.
  4. Ensure your server cron runs Perfex CRM's cron URL daily (required for biometric sync, scheduled reports).

Official documentation — Installation

Installation

  1. Upload the hrm_pro folder to modules/ in your Perfex CRM installation.
  2. Go to Setup → Modules and activate HRM Pro.
  3. Assign permissions under Setup → Staff → Roles (HRM Pro capability group).
  4. Open HRM Pro → Settings to configure attendance, payroll, and cron options.
  5. Ensure your server cron runs Perfex CRM's cron URL daily (required for biometric sync, scheduled reports).

No core CRM files are modified. All tables and options are created on activation.

Verify installation (checklist)

  1. Setup → Modules shows HRM Pro as Active.
  2. Admin sidebar shows the HRM Pro menu for an admin user.
  3. Setup → Staff → Roles lists this module's permission groups.
  4. Opening HRM Pro → Settings loads without PHP errors.
  5. Creating one sample record succeeds and appears in the list/table.
  6. (If used) Cron-dependent features have Perfex CRM cron enabled on the server.

After install — first actions

  1. Create master data required by this module.
  2. Create one sample record and walk it through approve/complete if applicable.
  3. Train staff using the Quick Start Guide.

Related: Features · Quick Start · FAQ · Version & Changelog

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