HRM Solution

Working Hours

  • Mon – Fri 9.00 am – 6:00 pm
  • Saturday closed
  • Sunday  closed

 

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Tale HRM – Human Resource Management System

Tale CRM can be enhanced with HRM (Human Resource Management) capabilities using additional modules. This makes it a powerful, cost-effective HR solution for small and medium-sized businesses (SMEs).

Key Features of Perfex HRM

1. Employee Management

  • Add and manage employee profiles with details like job roles, departments, and contact info.
  • Assign staff roles & permissions to control access.
  • Track employee status (active, probation, resigned, etc.).

2. Attendance & Leave Management

  • Employees can clock in & clock out to track working hours.
  • Leave request & approval system for vacations, sick leave, etc.
  • Track holidays and absences.
  • Generate monthly attendance reports.

3. Payroll & Salary Management

  • Define salary structures (basic pay, allowances, deductions).
  • Automate salary calculations based on attendance.
  • Generate payslips and salary reports.
  • Integrate with payment gateways for payroll processing.

4. Recruitment & Hiring

  • Manage job postings & applications.
  • Track candidates through hiring stages.
  • Create offer letters & onboarding documents.

5. Performance & KPI Management

  • Set and track employee performance goals (KPIs).
  • Conduct employee evaluations & appraisals.
  • Monitor staff productivity with reports.

6. Expense & Reimbursement Management

  • Employees can submit expense claims (travel, office supplies, etc.).
  • Set up approval workflows for reimbursements.
  • Generate expense reports by employee or department.

7. HR Reports & Analytics

  • Employee attendance and leave reports.
  • Salary & payroll reports.
  • Performance evaluation summaries.
  • Expense tracking and cost management.

8. Document & Contract Management

  • Store HR policies, employment contracts, and company documents.
  • Employees can access payslips, HR guidelines, and personal files through a self-service portal.

 

Key Features

  • Project Management: Manage and invoice projects efficiently, track expenses, and log time spent on tasks. Multiple staff members can be assigned to tasks, facilitating collaborative work.
  • Invoicing: Create professional invoices, attach files, and send them directly to clients. The system supports recurring invoices, automatically generating them based on predefined settings.
  • Estimates and Proposals: Generate estimates quickly and convert them to invoices upon client approval. Craft visually appealing proposals to impress potential clients.
  • Lead Management: Utilize a simple Kanban board to monitor leads, import them from emails, add notes, and create proposals, ensuring seamless lead tracking.
  • Expense Tracking: Record company expenses, set up recurring expenses, and bill them to customers or projects as needed.
  • Support System: Benefit from a robust ticketing system with autoresponse capabilities, private staff notes, ticket assignments, and predefined replies to enhance customer support.
  • Custom Fields: Add extra information to customers, leads, and other entities using custom fields, allowing for tailored data management.
  • Integrations: Perfex CRM integrates with various applications through platforms like Zapier, enabling automation and connectivity with apps such as WhatsApp Notifications, Google Sheets, Facebook Lead Ads, Stripe, Gmail, WooCommerce, Google Calendar, Google Ads, and Slack.

Perfex HRM vs. Traditional HR Software

  • Feature Perfex HRM (With Modules) Traditional HR Software (BambooHR, Workday, Zoho HR, etc.)
  • Cost One-time payment
  • Customization Fully customizable Limited without high-tier plans
  • Hosting Self-hosted Cloud-based
  • Ease of Use Moderate (requires setup) Easy, pre-configured
  • Best For SMEs, startups, agencies Large enterprises

Who Should Use Perfex HRM?

  1. Small & Medium Businesses looking for an affordable HRM.
  2. Companies that prefer self-hosted HR software (data privacy).
  3. Freelancers & agencies needing payroll and attendance tracking.
  4. Startups that need an HRM but don’t want expensive SaaS solutions.