Perfex People — HR, Leave, Attendance, Payroll & Recruitment for Perfex CRM

One HR module for Perfex CRM. Employee records with encrypted salary, bank and ID details; leave with accrual, half days and manager-then-HR approval; web clock in and out, shifts and timesheets; a country-neutral payroll engine with reviewed and locked runs, PDF payslips and bank files; recruitment with a careers page and a kanban pipeline; onboarding and offboarding checklists as Perfex tasks; HR reports. Read-only importers move your data from another HR module with a dry run and undo by batch.

Your team's HR. Inside Perfex.

Perfex People keeps employee records, leave, attendance, payroll, recruitment and onboarding in one module, next to the projects and customers your team already works on. Salary, bank and ID details are encrypted, and only the people who should see them can.

Employee records

• A profile for every Perfex staff member: job title, department, manager, location, employment type, contract dates and probation.
• Private documents with a drop zone, stored encrypted; emergency contacts and your own custom fields.
• Org chart from managers and departments, and self-service for staff: own profile, leave, payslips and documents.

Leave and holidays

• Leave types with monthly or yearly accrual, carry-over caps and pro-rata for joiners.
• Requests in full days, half days or hours; working days counted, balance shown, conflict warnings.
• Approval by the manager, then HR; team calendar; public holidays per location from CSV or iCal.

Attendance

• Web clock in and out, with an optional IP or location rule.
• Shifts and rosters, late and absent flags, overtime rules and timesheet approval.
• With TeamPulse 1.2.1 or later: approved hours and overtime feed payroll. Without it, People uses its own clock, rosters and overtime rules.

Payroll

• A country-neutral engine: earnings, deductions and employer contributions as a fixed amount, a percentage or a safe formula.
• Pay groups and periods: monthly, semi-monthly or weekly.
• Runs go from draft to review (compared with the last run) to approve and lock; corrections in an adjustment run.
• Payslips as PDF and in self-service; bank payment file as CSV or SEPA pain.001.
• With Perfex Books installed, approved runs post to the ledger (gross pay, employer costs, deductions, net pay); corrections post as a separate entry.
• Tax tables are your data. People ships neutral examples only and makes no claim of legal or tax compliance for any country.

Recruitment

• Job openings and a public careers page with an apply form, spam protection and file upload rules.
• Kanban pipeline, interviews, scorecards, offer letters, and hire to employee in one step.

Onboarding and offboarding

• Checklists per role as Perfex tasks for HR, IT and the manager; exit interviews; final settlement into the payroll run.

Reports

• Headcount, turnover, leave liability, absence, overtime, payroll cost and recruitment funnel, with formula-safe CSV export.

Switching from another HR module

• Read-only importers find other HR, payroll, timesheet and recruitment modules by their tables.
• A dry run first: counts, unmapped fields and conflicts. Then import in batches with undo by batch; re-running does not create duplicates.
• The other module's tables are never changed; protected values are encrypted on the way in.

Privacy and security

• Salary, bank and ID details encrypted at rest; per-field permissions (salary only for payroll roles and the employee).
• Protected values never load with the page: an audited Reveal opens them; every view and export of sensitive fields is recorded.
• GDPR export and erasure per employee.
• No Perfex core file changed; nine languages; light and dark; works on phones.

Plugs into our other modules

• Brain Pro widgets, AI Staff read tools that respect field permissions, Flow Studio triggers and actions, Connect API resources (salary fields only when scoped), Books posting and, with TeamPulse 1.2.1 or later, TeamPulse time. People works fully on its own; it will also be sold with Perfex Books as a Back Office bundle.

What is included

The installable module ZIP, offline HTML documentation, changelog and third-party license notices. Perfex CRM itself, hosting and e-mail delivery are not included. People calculates payroll from the rules you enter and creates bank files; it does not transfer money or file anything with authorities.

Product overview · Documentation