Brief description; introduction
Employee workload module
- Visibility - The key to successfully managing workloads. When browsing your team's resource calendar, keep in mind
- The difference between planned working hours and actual working hours.
- Employees who take little or no time off (other than sick leave)
- View each employee's work schedule by day, and the row will be red alerted for any day's estimated total hours or performing more than a day's standard work hours.You can filter by department, project, role, person, time period:Employee workload -> workload
- View a timeline of each employee's tasks.An employee's work involves many different objects on the system, such as: customers, prospects, contracts, invoices, projects, payments, estimates, proposals, support...Each task for each object will have a different color for visual viewing, and you can stretch the taskbar to update the task's duration:Employee workload -> timetable
- When a task is clicked, a popup will appear to allow viewing and editing of the task
- See the breakdown chart by estimated hours, actual hours used, and estimated hours, and by each department:Employee workload -> graph
- Kanban: Auslastung der Mitarbeiter -> Kanban
- Capacity overview:Employee workload -> capacity
- To configure the standard working hours of the day:Employee workload -> Settings
- When creating a task, you can enter an estimated execution time:
- Enter a schedule when performing tasks:
- with integrationРасписание и модуль отпусковGet leave application data to calculate workload:
Perfex CRM Employee Workload Demo
If you don’t know how to do this, the included documentation will help you upload and activate the modules in Perfex CRM.
Our support team is here to help you. Feel free to submit support votes.
The support staff will get back to you as soon as possible and guide you to resolve any issues.
ChangelogVersion 1.0.0 / 2020-06-21
Initial versionVersion 1.0.1 / 2020-07-06
Fix some bugs Add working days When dragging a task in the timeline, the task time and estimate will changeVersion 1.0.2 / 2020-07-08
Fix minor bugs When clicking on the task, a popup will be displayed to allow viewing and editing the taskVersion 1.0.3 / 2020-07-15
Fix minor bugs Add Kanban view Add Holiday configuration Add working shifts to staffsVersion 1.0.4 / 2020-07-16
Optimize the Workload tabVersion 1.0.7 / 2021-01-29
Improve page loading speed. Add capacity, total available cap. Add capacity tab. Add settings to hide/show weekdays. Integrate with Timesheet & Leave module to get leave application data to calculate workload. Additional languages: bulgarian, catalan, chinese, czech, dutch, french, german, greek, indonesia, italian, japanese, persian, polish, portuguese, romanian, russian, slovak, spanish, swedish, turkish, ukrainian, vietnamese.
Staff Workload for Perfex CRM [Free Download]
Staff Workload for Perfex CRM [Nulled]
PHP Scripts » Add-ons