Staff Workload for Perfex CRM


Brief description; introduction

Employee workload module

  1. Visibility - The key to successfully managing workloads. When browsing your team's resource calendar, keep in mind
  • Overtime
  • The difference between planned working hours and actual working hours.
  • Employees who take little or no time off (other than sick leave)
  • What to do when there are signs of workload imbalance? When the workload is unevenly distributed across the team, check to see if you can assign tasks to less busy employees.This is not always possible, especially when you have skills/experience conflicts.
  • Prepare for the challenge ahead of time. Reports with historical data help predict future workload challenges.
  • Please see the uploaded screenshot which demonstrates all visible parts of the module.
    1. 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
    2. 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
    3. When a task is clicked, a popup will appear to allow viewing and editing of the task
    4. See the breakdown chart by estimated hours, actual hours used, and estimated hours, and by each department:Employee workload -> graph
    5. Kanban: Auslastung der Mitarbeiter -> Kanban
    6. Capacity overview:Employee workload -> capacity
    7. To configure the standard working hours of the day:Employee workload -> Settings

    8. When creating a task, you can enter an estimated execution time:
    9. Enter a schedule when performing tasks:
    10. with integrationРасписание и модуль отпусковGet leave application data to calculate workload:


    Perfex CRM Employee Workload Demo



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    Version 1.0.0 / 2020-06-21
        Initial version
    Version 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 change    
    Version 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 task    
    Version 1.0.3 / 2020-07-15
        Fix minor bugs
        Add Kanban view    
        Add Holiday configuration
        Add working shifts to staffs
    Version 1.0.4 / 2020-07-16
        Optimize the Workload tab
    Version 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

    • High Resolution: No
    • Files Included: JavaScript JS, HTML, CSS, PHP, SQL
    • Software Framework: CodeIgniter
    • Software Version: PHP 7.x