Timesheets and Leave Management module for Perfex CRM

Timesheets and Leave Management module for Perfex CRM
Timesheets and Leave Management module for Perfex CRM

Note: This is a module for Perfex CRM . Not a standalone script.

Brief description

Timesheets & Leave Management module is a complete online time and attendance solution for employee time tracking, project time tracking, leave management and shift planning.





Module Features

  1. Attendance Management
  2. Check-In/Check-Out:
    • Check-in/out Manually
    • Project/Task Timesheets
    • Geographical Location
    • Work Routes
    • Data File With Check In/Out Time
    • API Integration
  3. Leave Management
  4. Overtime Management
  5. Shift Categories Management
  6. Shift Management
  7. Work Shift Management
  8. Leave Calendar Views
  9. Workplace Management
  10. Work Routes:
    • Route Point Management
    • Route Planner
    • Route Maps
  11. Reports:
    • Annual Leave
    • Attendance
    • Leave Application
    • Check In/Out History
    • Check-In/Out Progress
    • Check In/Out Progress According To The Route
  12. Charts:
    • Working Hours Statistics
    • Leave By Type
    • Leave By Department
    • Ratio Of Check In/Out By Workplace
  13. Settings:
    • Norms of Leave Management
    • Holidays Management
    • Approval Process Management
    • Timesheet Settings
    • General Settings
    • Leave Types Management
    • Permissions Management
    • IP Whitelist Management
    • API Integration
  14. Integration:
    • HR Records module for Perfex CRM
    • HR Payroll module for Perfex CRM
    • Staff Workload for Perfex CRM
    • Workflow Automation module for Perfex CRM

Demo

Timesheets and Leave Management module Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2020-09-18
 Initial version 
Version 1.0.1 / 2020-10-02
 Fix minor bugs 
Version 1.0.2 / 2020-11-20
 Fix minor bugs Additional languages: bulgarian, catalan, chinese, czech, dutch, french, german, greek, indonesia, italian, japanese, persian, polish, portuguese, romanian, russian, slovak, spanish, swedish, turkish, ukrainian, vietnamese. 
Version 1.0.3 / 2020-12-04
 Fix minor bugs Send email checkin/checkout notifications to HR staff Additional email templates Send an email notification when submitting leave approval request Additional sick leave type 
Version 1.0.4 / 2020-12-09
 Fix minor bugs 
Version 1.0.5 / 2020-12-24
 Fix minor bugs Add feature to send notifications (web & email notifications, support email template) when checking in/out Add configuration feature that allows staff to edit check in/out time Add configuration feature that allows staff to check in/out back in the past Upgrade UI for popup check in/out Show history of check in/out when checking in/out 
Version 1.0.6 / 2020-12-26
 Update check in/out time according to server time 
Version 1.0.7 / 2021-01-14
 Fix minor bugs. Add workplace management. Assign staffs to workplaces. Attendance with geographic location. (To use this feature you need to run on https and when the staffs take the attendance, use it on the mobile device to get the exact GPS locations). Update document and videos. Update leave application. Update attendance with project timesheets. 
Version 1.0.8 / 2021-01-20
 Update check in/out time format Added check in/out logs when when viewing non-administrator 
Version 1.0.9 / 2021-02-09
 Fix minor bugs Update leave application (business travel) 
Version 1.1.1 / 2021-03-04
 Fix minor bugs. Update leave application (late for work, go hom early). Add Attendance according to work route. Add Route point management. Add Route planner. Add Route maps. 
Version 1.1.2 / 2021-03-27
 Add the feature to export the attendance data to an excel file. Update business travel application, convert business travel fee to company expense. Update attendance feature. Add reports. Add automatic check out feature: after X hour of end shift (s), login-time + X hour, after checkin + X hour. Add feature: send notification to user if check in forgotten. 
Version 1.1.7 / 2022-06-20
 [Added] Norms of leave management. [Added] Permission management. [Added] IP whitelist management. [Added] Leave types management. [Added] API integration. [Added] Chart: ratio of check in/out by workplace. [Added] Chart: leave by type. [Added] Chart: leave by department [Added] Report: history check in-out. [Added] Report: check in-out progress according to the route. [Added] Report: check in-out progress. [Added] Settings option: send email to customer when staff check in/out at customer location. [Added] Settings option: allow employees to create Work Points. [Added] Settings option: start month for annual leave cycle. [Added] Settings option: Hour of day to perform automatically to send notification of approval expiration. [Added] Leave calendar view. [Added] Additional Work Hours. [Updated] Apply for leave. 
Version 1.1.8 / 2022-06-29
 [Updated] Attendance, Additional Work Hours. 
Version 1.1.9 / 2024-06-02
 Fix minor bug Fix the error of sending notifications and emails when adding working hours Fix bug API, API Document Show full name in Additional timesheets Fix bug language key in permission Screen Leave: Allow employees to add working hours to other employees (if authorized) Leave: Update UI: select "From date" first, and select "To date" after. Add a check-in/out icon, and QR code to the header for mobile 
Version 1.2.0 / 2024-06-02
 Fix minor bug Upgrade source code to be compatible with PHP 8.1. Upgraded features to be compatible with the latest version of Perfex CRM. 
Version 1.2.1 / 2026-01-07
 Added Additional Work Hours to Total Working Hours in Attendance reports. Introduced Overtime timesheet type with configurable number of hours. Enabled QR code attendance with location tracking. Added support for 24-hour work shifts and attendance tracking. Improved attendance and report calculations to include overtime and additional work hours. Enhanced route map behavior to automatically focus on the user’s location when no valid route points are available. Improved display of overtime data in attendance views and reports. Upgraded features to be compatible with the latest version of Perfex CRM. Fixed issues with route table display and saving selected route points. Resolved errors when checking in via QR code, including unknown route point issues. Fixed incorrect leave balance reset logic. Corrected shift creation and saving issues, including shift categories and cross-day shifts. Fixed incorrect total working hour calculations for overnight shifts. Resolved UI issues where shift categories were incorrectly highlighted or saved with wrong values. 

Timesheets and Leave Management module for Perfex CRM

average based on 55 ratings.
High Resolution No
Files Included JavaScript JS, HTML, CSS, PHP, SQL
Software Framework CodeIgniter
Software Version PHP 8.x, PHP 7.x
Created

5 years ago

Tags attendace, check in, erp, geo location, hr, human resources, leave, overtime, perfex, perfex crm, perfex module, route planner, shift planning, timesheet, work shift