🙌Human Resource Management module for Concord CRM
The HRM Module brings comprehensive Human Resource Management capabilities directly into Concord CRM. With this module, you can manage your entire workforce lifecycle — from employee onboarding and attendance tracking to leave management, timesheet approvals, and payroll processing — all within a single, unified platform. No more switching between disconnected tools; everything your HR team needs is built right into the CRM you already use.
Designed with both administrators and employees in mind, the module includes a dedicated Employee Portal that gives staff members self-service access to their own records, leave balances, timesheets, and payslips — while keeping sensitive HR operations securely restricted to authorized personnel through a granular, role-based permission system.
Features
Employee Management & Profiles
Maintain detailed employee records, including personal information, department assignments, work status, and linked user accounts. Employees are automatically provisioned with portal access upon creation, complete with secure credentials delivered via email.
Employee Portal with Self-Service Access
Employees log in to a streamlined portal tailored to their role. They can view their own profile, submit leave requests, log time entries, check attendance records, and download payslips — all without requiring admin assistance. The portal intelligently hides administrative fields and actions, presenting only what's relevant to each employee.
Leave Management
A complete leave lifecycle system covering leave types, leave balances, and leave requests. Define custom leave types with configurable annual allowances, carry-forward rules, and approval requirements. Employees submit requests that flow through an approval workflow — managers can approve, reject, or employees can cancel their own pending requests. Leave balances automatically track used, pending, and available days.
Attendance Tracking
Record and monitor employee attendance with daily check-in and check-out times. Employees can log their own attendance, while administrators have full visibility across the organization with team-based and department-based filtering.
Timesheet Management with Approval Workflow
Employees create weekly timesheets and log time entries against projects. Timesheets follow a structured workflow — draft, submit, approve, or reject — with dedicated permissions at each stage. Managers review and approve submitted timesheets, while employees track their total, billable, and overtime hours.
Payroll Processing
Run end-to-end payroll with a structured multi-step workflow. Create payroll runs for specific periods, process salary calculations across all eligible employees, review and approve results, and generate individual payslips. The system supports configurable payroll components — earnings, deductions, and taxes — with flexible calculation methods including fixed amounts, percentage-based, and slab-based computations.
Payslip Generation & Distribution
Generate professional payslips from completed payroll runs. Employees can view and download their own payslips directly from the portal. Administrators can finalize, send via email, and manage payslip distribution — each action controlled by its own dedicated permission.
Salary Structure Configuration
Define and manage employee salary structures with effective dates, base salary, and assigned payroll components. Track salary history over time and link structures directly to payroll calculations for accurate, automated processing.
Configurable Payroll Components
Create reusable payroll components for earnings (basic salary, allowances, bonuses), deductions (insurance, loans), and taxes. Each component supports multiple calculation methods — fixed amount, percentage of base or gross salary, and custom slab-based formulas — giving you full flexibility over compensation structures.
Granular Permission System
Every action in the module is controlled by dedicated, independently toggleable permissions. Administrators can precisely configure which roles can create, edit, delete, approve, cancel, finalize, or export each resource. Permissions are managed through the familiar Concord CRM settings UI — no code changes required. Super administrators automatically bypass all restrictions.
Role-Based Access Control
The module ships with a pre-configured Employee role that is automatically created and assigned appropriate permissions when the module is activated. Employees see only their own data, can only perform actions relevant to their role, and are completely shielded from administrative operations they shouldn't access.
Dashboard Cards & Analytics
Built-in dashboard cards provide at-a-glance insights into HR operations — recent timesheets, payroll expenses by month, payroll run statuses, and more. Cards integrate seamlessly with Concord CRM's existing dashboard system.
Export & Reporting
Export data from any HRM resource — employees, leave requests, timesheets, attendance, payroll runs, and payslips — with export permissions independently controlled per resource. Generate the reports your HR team needs without building custom queries.
Module Activation & Licensing
The HRM module follows Concord CRM's standard module activation pattern. Activate via a license code through the settings page, and the full suite of HR features becomes immediately available — menus, resources, permissions, and the employee portal all activate seamlessly.
Seamless CRM Integration
The HRM module is built natively on Concord CRM's resource architecture. Employees link directly to CRM user accounts. All HRM data benefits from Concord CRM's existing infrastructure — global search, table views with filters, inline editing, detail views, soft deletes, and the familiar action system your team already knows.
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