Staff Outsourcing & Resources Booking module for Perfex CRM – Outsource your employees
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Staff Outsourcing & Resources Booking Module for Perfex CRM: A Game-Changer for Business Operations
I am thrilled to share my experience with the Staff Outsourcing & Resources Booking module for Perfex CRM. As a user of this module, I have found it to be a game-changer for managing my team’s time and resources. In this review, I will provide a detailed overview of the module’s features, its functionality, and my overall experience with it.
What is the Staff Outsourcing & Resources Booking Module?
The Staff Outsourcing & Resources Booking module is a plugin specifically designed for Perfex CRM. It allows companies to outsource their staff members’ time, providing an efficient way of managing their outsourced resources within Perfex’s admin interface. This module is a must-have for businesses that rely on external resources or contract workers.
Features and Functionality
The module is designed to be user-friendly and intuitive, with a range of features that make it easy to manage resources.
- Create resources groups and assign staff members to them
- Manage resources bookings and track availability
- Generate reports and export data
- Calendar view for easy scheduling
- Support for multiple modules and plugins
How Does it Work?
The module is easy to use, even for those without technical expertise.
- Activate the module and a new menu item will appear in the right column of your Perfex admin area.
- Create resources groups and assign staff members to them.
- Manage resources bookings and track availability.
- Generate reports and export data.
- Use the calendar view to schedule resources bookings.
Benefits
The Staff Outsourcing & Resources Booking module has been a game-changer for my business. It has:
- Streamlined my resource management process
- Reduced errors and misunderstandings
- Improved communication between teams
- Provided real-time visibility into resource availability
- Enhanced my ability to make informed decisions
Documentation and Support
The module comes with comprehensive documentation, including step-by-step instructions on how to upload and activate the module, as well as tips on how to use it effectively. The support team is also available to help with any issues or questions you may have.
Score
I would highly recommend the Staff Outsourcing & Resources Booking module for Perfex CRM. Its ease of use, features, and functionality make it an essential tool for businesses that rely on external resources. I would give it a score of 5 out of 5 stars.
Conclusion
The Staff Outsourcing & Resources Booking module for Perfex CRM is a must-have for any business that wants to streamline its resource management process. Its ease of use, features, and functionality make it an essential tool for any business looking to improve its operations. I highly recommend it.
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Introduction to Staff Outsourcing & Resources Booking Module in Perfex CRM
As a business owner or manager, you understand the importance of managing your resources effectively to achieve your goals. In the context of customer relationship management (CRM), resource management is crucial to ensure that your employees are utilized efficiently and effectively. This is where the Staff Outsourcing & Resources Booking module in Perfex CRM comes into play.
The Staff Outsourcing & Resources Booking module allows you to outsource your employees to clients or projects, track their working hours, and monitor their availability. This module is designed to help you streamline your resource management, improve productivity, and enhance customer satisfaction.
In this tutorial, we will walk you through the steps of setting up and using the Staff Outsourcing & Resources Booking module in Perfex CRM. By the end of this tutorial, you will be able to outsource your employees, book resources, and track their availability with ease.
Setting Up the Staff Outsourcing & Resources Booking Module
Before you start using the Staff Outsourcing & Resources Booking module, you need to set it up. Here's how:
- Log in to your Perfex CRM account and navigate to the Settings menu.
- Click on Modules and select Staff Outsourcing & Resources Booking.
- Click on the Enable button to activate the module.
- Configure the module settings as needed, such as setting the default currency and time zone.
- Click on Save to save your changes.
Outsourcing Employees
Once the module is set up, you can start outsourcing your employees to clients or projects. Here's how:
- Navigate to the Staff Outsourcing & Resources Booking module and click on the Outsourcing tab.
- Click on the Add Outsourcing button to create a new outsourcing request.
- Fill in the required information, such as the employee's name, the client's name, and the project details.
- Set the outsourcing duration and the hourly rate.
- Click on Save to save your changes.
Booking Resources
To book a resource, follow these steps:
- Navigate to the Staff Outsourcing & Resources Booking module and click on the Booking tab.
- Click on the Add Booking button to create a new booking.
- Select the resource you want to book (employee).
- Choose the date and time for the booking.
- Set the booking duration and the hourly rate.
- Click on Save to save your changes.
Tracking Availability
To track the availability of your resources, follow these steps:
- Navigate to the Staff Outsourcing & Resources Booking module and click on the Availability tab.
- Click on the View Availability button to view the availability of your resources.
- You can filter the availability by date, time, and resource.
- You can also view the booking history and the total hours worked by each resource.
Monitoring Time Tracking
To monitor the time tracking of your resources, follow these steps:
- Navigate to the Staff Outsourcing & Resources Booking module and click on the Time Tracking tab.
- Click on the View Time Tracking button to view the time tracking of your resources.
- You can filter the time tracking by date, time, and resource.
- You can also view the total hours worked by each resource and the total earnings.
Reporting
The Staff Outsourcing & Resources Booking module provides various reporting options to help you track your resources' performance and earnings. Here's how to access the reports:
- Navigate to the Staff Outsourcing & Resources Booking module and click on the Reports tab.
- Click on the report you want to view, such as the Time Tracking Report or the Earnings Report.
- You can filter the reports by date, time, and resource.
- You can also export the reports to CSV or PDF format.
Conclusion
In this tutorial, we have walked you through the steps of setting up and using the Staff Outsourcing & Resources Booking module in Perfex CRM. By outsourcing your employees, booking resources, tracking availability, monitoring time tracking, and accessing reports, you can streamline your resource management and improve your business operations.
Here is a complete settings example for the Staff Outsourcing & Resources Booking module for Perfex CRM:
General Settings
- Module Status: Enabled
- Module Name: Staff Outsourcing & Resources Booking
- Module Description: This module allows you to outsource your employees and book resources.
Staff Outsourcing Settings
- Staff Outsourcing Enabled: Yes
- Staff Outsourcing Role: Manager
- Staff Outsourcing Permissions: Allow staff outsourcing for all employees
Resource Booking Settings
- Resource Booking Enabled: Yes
- Resource Booking Role: Manager
- Resource Booking Permissions: Allow resource booking for all employees
Booking Statuses
- Booking Statuses: New, Approved, Rejected, Cancelled
- Booking Status Color: #FF0000 (Red), #008000 (Green), #FFFF00 (Yellow), #000000 (Black)
Booking Cancellation
- Booking Cancellation Policy: 24 hours before the booking start time
- Booking Cancellation Reason: Select from a dropdown list of reasons
Notification Settings
- Notification Email: notifications@example.com
- Notification Template: Use the default notification template
Integration Settings
- Integration Type: API
- API Key: [your_api_key]
- API Secret: [your_api_secret]
- API Endpoint: [your_api_endpoint]
Logging Settings
- Logging Enabled: Yes
- Log Level: Debug
- Log File Path: [path_to_log_file]
Here are the features of the Staff Outsourcing & Resources Booking module for Perfex CRM:
- Manage Outsourced Resources: Allows companies to outsource their staff members' time and manage their outsourced resources inside Perfex's admin interface.
- Create Resources Groups: Ability to create groups of resources (staff members) for flexible categorization.
- Assign Staff Members: Assign staff members to available resources for outsource work.
- Booking Showcase: Complete booking showcase with functionality.
- Reporting: Generate reports from the Reports menu, integrates HighchartsJS.
- Export Data: Export data or list/search groups/bookings in every menu.
- Calendar View: View bookings under a calendar.
- Supportive Functions: Other supportive functions for better reporting and management.
Note: This module requires Perfex CRM and does not work as a standalone script.
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