Permissions
The HRM module uses Perfex CRM's built-in permission system. Permissions are registered under the HRM capability group.
Permission Typesโ
| Permission | Description | Typical Use |
|---|---|---|
| View | View HRM data (global) | Read-only access to staff, contracts, reports, etc. |
| Create | Create new records | Add staff, contracts, training, etc. |
| Edit | Edit existing records | Modify staff profiles, update contracts, edit settings |
| Delete | Delete records | Remove staff, contracts, training records, etc. |
How to Assign Permissionsโ
- Go to Setup โ Staff โ Roles (or edit a staff member)
- Find the HRM section in the permissions list
- Check the boxes for View, Create, Edit, and/or Delete as needed
- Save the role or staff member
Permission Behavior in the Moduleโ
- View only: Staff can see HRM menus and data but cannot add, edit, or delete
- Edit: Required to add/edit/delete most items (performance reviews, goals, surveys, documents, etc.)
- Admin: Full access; some features (Payroll, Timekeeping, Settings) are admin-only
Admin-Only Featuresโ
The following require Administrator role:
- Settings โ Contract types, allowances, job positions, workplaces, etc.
- Payroll โ Payroll types, payslip management
- Timekeeping โ Shift allocation, day-off management
Staff Self-Serviceโ
Staff members can access their own profile (via Profile or Staff โ member) to:
- View and edit their own dependants (if permitted)
- View their payslips, trainings, assets, courses, onboarding
- Add training from their profile (if HR has edit permission)
- Respond to engagement surveys
- Submit HR Helpdesk tickets