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Staff Management

Staff Management is the central hub for viewing and managing your workforce. It integrates with Perfex CRM's staff system and adds HR-specific fields.

Path: Admin โ†’ HRM โ†’ Staff โ†’ Staff Information URL: admin/hrm/staff_infor

Staff List Viewโ€‹

The staff list displays all active staff members with:

  • Department tree (hierarchical view)
  • Staff roles
  • Quick stats

User Flowโ€‹

  1. Go to HRM โ†’ Staff
  2. Staff are listed in a table (DataTables)
  3. Filter or search as needed
  4. Click a staff member to open their Member Profile

Accessing Member Profileโ€‹

Ways to open a staff member's profile:

  • From Staff list: Click staff name or row
  • Direct URL: admin/hrm/member/{staff_id}
  • Profile: If viewing your own profile, admin/hrm/profile or admin/hrm/profile/{id}

Staff Profile Fields (HR Tab)โ€‹

The staff profile includes extended HR fields beyond standard Perfex staff data:

Personal Informationโ€‹

  • HR Code
  • Full name, Sex, Birthday
  • Birthplace, Home town
  • Marital status
  • Nation, Religion

Identificationโ€‹

  • Identification number
  • Days for identity (expiry)
  • Place of issue

Addressโ€‹

  • Resident
  • Current address

Workโ€‹

  • Status (working, maternity leave, inactivity)
  • Job position
  • Workplace
  • Literacy

Bankingโ€‹

  • Account number
  • Name of account
  • Issue bank

Taxโ€‹

  • Personal tax code

Compensationโ€‹

  • Hourly rate

Contactโ€‹

  • Phone number
  • Email
  • Facebook, LinkedIn, Skype

Otherโ€‹

  • Email signature
  • Other information
  • Departments (multi-select)
  • Custom fields

Editing Staffโ€‹

  1. Open the staff member's profile
  2. Ensure you have Edit permission for HRM
  3. Update fields in the Staff Profile tab
  4. Click Submit to save

Deleting Staffโ€‹

  • Permission: Requires staff โ†’ Delete (Perfex core permission)
  • Location: Staff list or profile
  • Action: Delete option with data transfer option (e.g. transfer projects to another staff)

The member profile includes multiple tabs. See Staff Member Profile for details on:

  • Contracts
  • Payslips
  • Insurance
  • Dependants
  • Trainings
  • Assets
  • Projects
  • Onboarding
  • Courses
  • Attachments