Staff Workload for Perfex CRM

Note:

Brief description; introduction

Employee workload module

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.

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:

Demo

Perfex CRM Employee Workload Demo

user:

Set-up

If you don’t know how to do this, the included documentation will help you upload and activate the modules in Perfex CRM.

Support

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.

Changelog

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.

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