Timesheet and Leave Management Add-on for Perfex CRM Review
Keeping track of the timesheet and leave Management can be cumbersome, no matter the size of the organization. Since the The add-on is easy to setup and manage, anyone in your team with a fair bit of technical expertise can set it up. Personally, I feel that there’s room for improvement on the user interface and i hope that a lot of new features would be added in the coming version.
What is a Timesheet and Leave Management Add-on ?
Timesheet and Leave Management software allows the company’s Human resource department to keep a tab of time each employee is clocking in and out, taking a break. This ensures that the department analyses and take necessary steps to improve the performance of it’s employees. The Leave management add-on for perfex CRM acts as an add-on that can be turned on/off right from the admin dashboard.
How does the add-on save you time and money?
Instead of spending countless hours manually managing the timesheet data and analyzing it, the add-on would simply make the life of Human Resource executives easier. By implementing this simple product in your startup/SMB/Organization all the time sensitive data accounted for and organized by the system for later review by the administrator. The reports can also be easily shared with all the parties involved.
How does the Timesheet and leave management Add-on for Perfex CRM work?
Step 1: For employees, they log in to the timesheet tracker, and then registers their time
Step 2: For applying leave, the employee has to visit the ‘leaves’ section, choose the dates that they will be on leave and apply.
Step 3: The employees’ senior who is responsible for approving leave will receive a notification and they can approve the leave or reject it.
What are the features of the Timesheet and leave management Add-on?
Time Tracker: Working hours are now easier to track. One click is all it takes to start, pause or end time tracking. Gain a live view of employee attendance along with any tasks your employees are working on through the live status overview. Automatically calculate working hours on the basis of actual working hours and breaks. This module tracks worked hours at your convenience.
Holiday Planner: Manage holiday entitlements and absences online, no matter your location. This module automatically calculates employee holiday entitlement balance as well as the valid overtime balance on the basis of your settings. You and your employees have always access to the current status of the balances. No more paperwork, online requests for leave days and other absences operate via workflows and guarantee an easy and transparent management of absences.
Timesheets & Leave module is a complete online time and attendance solution for employee time tracking, project time tracking, leave management and shift planning.
Admin Overview: Define and track different types of absences such as holidays, comp time, or sickness absence. Get an overview of planned absences and employee absence status.
Approval Workflow: Employees can easily request leave days and other absences online. The responsible manager automatically receives a notification and decides on whether she wants to approve or decline the request depending on the availability of resources and the current status of the balances. The employee automatically receives a notification about the approval or rejection of the request. Additionally, there is the possibility of a two-stage or three-stage approval workflow. Do you want to make sure that leave requests and other absences are processed promptly, even if the managers responsible for approval are absent? Simply define a substitute manager. If the manager responsible is absent, substitute managers automatically receive the requests and process them. When the absence ends, responsibility is automatically deactivated. Thus, no request remains unprocessed.
Shift Planner: Allocate employees to daily or weekly shift plans. Quickly react to any changes and reschedule your employees’ shifts. Keep an overview of all shifts or review all created shifts by date, location, allocated employees and tasks. Keep track of employee hours.
Manage Shifts: Define working departments, locations, tasks, and working days and create shift templates for future use. Choose the number of employees you need for this particular shift and allocate available employees to a shift with just a few clicks. In case of changes in employee availability you can easily edit created shifts. Shifts which you would like to use repeatedly can be easily saved as shift templates and are, thus, available to you for future use.
To install this product, please get in touch with email@example.com