Customer Relationship Management System
About Client
The client is a non-profit entity with a huge international presence operating since 56 years. Their goal is to uplift people by building and equipping them with knowledge and helping them by meeting their needs.
Requirement
Client wanted a CRM software for their management, HR team and employees for ease and transparency at work. Employee management, Recruitment, Training & Developments, Leave Management, Appraisals, Medical care were the things client was looking for.
Challenges
- To maintain right hierarchy in the portal
- Generate reports – single and combined report
- Designing different form formats
- Bill claim process
Solution
Employee management system
- We created employee portal which can be accessed by both Employees and HR team to update/use information such as employee details, payroll, medical, salary slips etc.
- Employee can view and edit details. The HR can add, fill the details, edit the records of employees.
Recruitment process system
- Online filling of forms by candidates and submission to the recruitment team.
- HR can see online form, scrutinize the candidates and follow the recruitment process for interview.
Leave management process
- Employee can access, fill and send back the leave application form.
- Respective manager will be able to view and approve it.
- All leave report to be maintained and can be accessed by HR and Managers.
Medical Care
- All employees can fill and submit medical bill forms online.
- All bills to be scrutinized and submitted to finance team upon sanction.
- Record to be maintained against each bill submitted for claim.
- Report to be generated and maintained with complete detail which can be accessed by the management.
Tools and Technologies used
- PHP with Laravel – Server side
- ReactJS – Client side
- MySql- Database
Benefits to the Client
- Reduction in manual work of documenting details of employees.
- Generating reports became easy and possible at anytime as per client’s wish.
- On time sanction of amounts for such as salary credits, claims etc.
- Leave sanctions became easy for respective directors, managers, etc.
- Greater efficiency for multiple teams.
- ImprovedData Analytics and Reporting.
