HRM Module | Themesic Docs - Perfex CRM, Rise CRM & Concord CRM Modules

📄️ Requirements

System requirements for the HRM module for Concord CRM.

How to enable and activate the HRM module for Concord CRM.

Configure the HRM module settings including fiscal year, attendance, leave management, payroll, and employee portal.

Manage organizational departments in the HRM module for Concord CRM.

Create, manage, and maintain employee records in the HRM module for Concord CRM.

Configure and manage leave type categories in the HRM module for Concord CRM.

Track and manage employee leave entitlements, usage, and carry forward in the HRM module.

Submit, approve, reject, and manage employee leave requests in the HRM module for Concord CRM.

Track employee attendance, working hours, overtime, and self-service check-in in the HRM module.

Create, submit, and manage weekly timesheets with time entries, approval workflows, and billable hours tracking.

Overview of the payroll system in the HRM module for Concord CRM, including the end-to-end payroll workflow.

Configure payroll components including allowances, deductions, and taxes for the HRM module.

Assign payroll components to employees with specific values and manage salary changes over time.

Create, process, review, approve, and finalize payroll runs in the HRM module for Concord CRM.

Generate, finalize, send, and manage employee payslips in the HRM module for Concord CRM.

Configure granular permissions and roles for the HRM module including CRUD and action-based permissions.

Monitor workforce metrics with dashboard cards and export HR data for analysis.

Self-service employee portal for the HRM module, enabling employees to manage their own HR data.

Configure the employee portal navigation menu, landing page, and route protection.

Detailed breakdown of employee portal permissions, data scoping, and role configuration.