HR Records Module for Perfex CRM v1.1.3 – Addon

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Description

HR Records Module for Perfex CRM v1.1.3 – Addon

The HR Records Module for Perfex CRM v1.1.3 by GreenTech Solutions adds a simple, structured way to keep every personnel file inside your CRM. Instead of scattered spreadsheets and ad-hoc folders, this addon provides a single place to store employee profiles, contracts, certificates and employment history — all linked to the contacts and projects you already manage in Perfex. It’s designed to help small HR teams and managers spend less time tracking down documents and more time acting on the information that matters.

Centralized employee profiles: Create and maintain detailed records for each person, including personal details, job title, department, start/end dates and a timeline of role changes so you can see a full employment history at a glance.
Document attachments and expiry alerts: Upload contracts, IDs, certifications and other files to individual records. Built-in reminders flag upcoming expiries or document renewals so nothing important slips through the cracks.
Custom fields and notes: Add fields that match how your organization works — from probation length to security clearances — and keep internal notes or performance comments directly on the profile.
Search and filters: Quickly find people by name, department, skill set, or any custom attribute. Filtering makes it easy to pull lists for audits, payroll checks or project staffing.
Role-based access control: Manage who can view or edit HR records using Perfex’s permissions. Keep sensitive employee data limited to HR and senior staff while still allowing managers to access the information they need.
Integration with Perfex contacts and projects: Link employee records to clients, projects or tasks. This is useful for tracking which staff worked on a project, billing contractors, or reviewing time entries against personnel files.
Exportable reports and CSV export: Pull lists and export them for payroll, compliance reporting or backup. Simple CSV export means you can take your data into spreadsheets or other systems when needed.
Audit trail and activity log: Track changes to records so you can see who updated a file and when — helpful for audits and for maintaining accountability around sensitive information.
Responsive interface and easy installation: Built to match the look and feel of Perfex CRM, the module installs as an addon and follows the same UI patterns so your team can start using it without a steep learning curve.
Suitable for multiple use cases: Whether you’re onboarding new hires, managing contractor documents, running compliance checks, or preparing for performance reviews, the module organizes the information so tasks are faster and less error-prone.

If you already use Perfex CRM and need a straightforward way to manage personnel records inside the same system, this HR Records Module is a practical add-on. It keeps documents and history where your team collaborates daily, reduces manual admin, and provides the controls HR professionals need to manage records responsibly.

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