Salient Features of HR World – All In One
Business ERP With Project, Account, HRM & CRM
Create Plans and Get Payment – A special Feature
With a Super Admin Login, create plans that
are most feasible for your business model. Select appropriate pricing and
duration for the created plan. Make payment using various payment gateways. The
plan would be disabled if not renewed after its expiry.
The Stunning Dashboard
HR World has the most comprehensive dashboard
with all the essential details under one head. We all can agree that dashboards
have made our lives easier. Well, from every minute detail like total Clients,
Users, Invoices, Projects, estimations to Leads, Deals, and items, you can get
quantitative data in the most simple layout. You get an overview of Estimates,
Invoices, top due Payments, Projects, and Tasks to take timely actions. Get a
reminder of meeting Schedules, Expiring Contracts, Weekly Events, and new
clients as you scroll down. Lastly, a Pie Chart can help you understand various
project statuses. In short, every activity of your business can be handled
through this useful tool.
Manage Staff
Manage your Employee and Client’s personal as
well as company details through easy to create options. You can edit and manage
the information and status at your convenience. You can search for staff
through easy filter options based on department and designation.
Assign roles to each staff
Our multi-user accounting tool allows you to
assign roles to each of your staff. By managing their permissions gain control
over their access to certain parameters.
Employee Management
Through a detailed HR section, you can manage
Attendance, Bulk Attendance, Holidays, Leaves, Meetings, Assets, Documents, and
Company Policies. Create, Edit and Filter as per your convenience. You get a
detailed understanding of each aspect of the employee. You can also manage
Awards, Transfers, Promotions, Complaints, and many such HR aspects of
employees with easy tabs. The training and Performance of each employee can be
planned, handled, and taken care of with HR World.
Payroll
With the help of the Payroll module, the set
salary feature will help you to set the salary of your employees, particularly
under various different heads set by you. Also, with the payslip feature, you
can generate bulk payments.
Added Performance Module Like Indicator,
Appraisal & Goal Tracking
INDICATOR, APPRAISAL
The overall performance of each Designation of
each Department of the Branches is given which includes a total of three
competencies namely, Technical, Organizational, and Behavioral. The predefined
settings can be done/ updated through Setup.
GOAL TRACKING
Any of the goals including, temporary,
short-term, long-term, etc. can be set through this module. One can update the
progress by editing the entry manually. The predefined settings can be done/
updated through Setup.
Added Chat Module
Direct Communication is an important aspect of
any of the businesses. The easy-to-access and use Chat Module provided in HR
World, helps you to be in direct and constant touch with the users and clients.
Added Contract Module
Contract Module is very helpful for proper
documentation of the contracts done with clients showing the type of contract,
the value, and time duration. The predefined settings can be done/ updated
through Setup.
Manage Pre-Sale
LEADS MANAGEMENT
You can view all the generated leads through a
Kanban and List view. Create pipelines and assign stages to various leads. You
can manage the leads by adding Users, Items, Files, Notes, Sources, Call
Details, Emails, and Discussions. Get all the requisite information on any
particular lead in an easily laid layout.
DEAL MANAGEMENT
Just like lead management, you can view deals
in Kanban or List view. Get an overview of deals in a week, month, and deals in
the last 30 days. Assign Tasks, Products, Files, and Users for each deal.
Manage discussions and notes. Also, get a calendar view for every deal detail.
In short, managing deals has never been easier.
ESTIMATES
Keep a tab on issued estimates. Manage the
estimates by assigning Clients, Status, and Expiry Dates to each. You can
easily generate new estimates by assigning Clients, Categories, Issues, and
Expiry Dates. You can add items in the required quantity and apply discounts
and tax as requisite. Generate estimates within minutes through HR World.
Added Form Builder
Create and manage various required forms with
diverse form fields, like, Text, Email, Number, Date, and Description as per
the business needs for the users at large.
Project Management
PROJECTS
You can manage and filter each project
available in Kanban and List view again. Get an overview of Project Status,
Expenses, Budget, and Due Date to manage projects. Add or Remove the users and
check tasks completed by them. Create a task list and assign priority to each
task. Get an overview of tasks through the Kanban board. Add Milestones, Notes,
Files, Comments, Payments, Timesheets, Client Feedback, Expenses, Invoices, and
anything related to the project. Think of a project and consider everything you
would need to manage for a successful project. Well, you get to manage them
easily with HR World.
TASKS
Successful project implementation requires
small tasks that can help achieve the ultimate goal. Well, you can manage
various tasks through an easy filter option. View the priority of each task and
due dates to complete each task. You can also add a checklist for tasks and
track your progress. Again add comments and files as required.
PROJECT TIMESHEET
Create a timesheet by assigning Projects,
Tasks, and Users. Assign a starting and ending date as well as time. This
allows you to manage your project most efficiently.
Inventory Management in Invoice and Bill
Isn’t it effortless to check the inventory
status of each of the items you are using for your business activities? Sounds
Fascinating!
Here, through the inventory management feature, you can monitor the inventory
of each item you have registered with you. After generating the Invoice/ Bill,
the quantity will automatically be updated in “Product & Services” for
scrutiny. Overall, it is painless to maintain the inventory level of the
products.
Customer/ Vendor Statement Report
With the help of this “Customer/ Vendor
Statement Report” Module, you can review the filtered particulars of that
customer/ vendor for a certain period. This statement report includes the start
and end dates, order details, and payment details along with the transaction
history with the customer/ vendor.
Desktop Application for Tracking Project Hours
You can track the time spent while working on
any given project and its task by starting a timer. In addition, you can
customize the settings for generating automatic screenshots of the tracker
running within a particular time gap. You can set from a minimum of 1 minute
for the time gap of screenshots. Also, you can check the screenshots and delete
the unnecessary and inappropriate ones if needed.
Slack Integration
Receiving instant notifications of the
company’s activities is one of the most painless ways to keep a tap on them.
With the help of Slack Integration, you can get insight into the major actions
through the specific channels as when they are performed. It also helps you to
schedule the messages for future dates. Rectifying mistakes are also not
burdensome.
Zoom Integration
Virtual meetings are no new to us. The Zoom
Integration provides a platform where you can create a zoom meeting after
giving inputs of asked details like; Client, User(s), Meeting Time, Duration,
and it generates a link through which people can join the meeting. You can
create, View, Start, and Delete meetings with ease.
Along with that, the zoom meeting created, will be synced with the calendar
which will show the meeting details, as well as which are the people joining
the meeting at what time. This calendar syncing feature helps to schedule
meetings accordingly.
Telegram Integration
Hassle-free and instant message is one of the
absolute ways to stay in tune and connected with projects and activities of the
projects. With the Telegram Integration, you can get the notification of the
actions performed regarding anything which interests you. Staying in tune with
the performing jobs is smooth with this feature.
Twilio Integration
The Twilio Integration for receiving the text
messages of the jobs performed is a very handy and convenient feature. You can
get an instant text message of the activities on the registered mobile number
even when your phone is not connected to the internet, which is one of the most
important benefits of Twilio Integration.
Managing Items
Add items and assign Categories, Purchases,
Sales Prices, Taxes, Units, Product types to them. Conclusively, everything you
would want to keep a tab on.
Sales Management
Manage various aspects of sales like sending
Invoices, making Payments, managing Expenses, and Credit Notes in a single
tool. You can create new invoices and edit existing ones. Add new products and
receipts to existing Invoices, edit Payments and Products. Resend the Invoices,
send the payment reminders and print the Invoices simply through a click.
Similarly, you can manage Payments, Expenses, and Credit Notes with the utmost
ease. All in all, keep all your sales fears at bay.
Budget Planner
A budget is a financial plan for a specified
period to keep in check with the working capital. This feature here helps to
maintain the capital flow. You can set monthly, quarterly, half-yearly, or
yearly budgets according to your business plans and needs. The main categories
are “Income” and “Expense” where one can edit /update /delete the
sub-categories as well.
Keep a tab on Contracts
It’s hard to keep everything aligned in business.
However, never miss a contract date from now on. Manage your contracts with
utmost ease by assigning Start and Due Dates along with Contract Type, Value,
Client, and a Description if required.
Events and Notice Board
Always be prepared for an upcoming event.
Assign Employees and Departments to each event reminder. Create Events and add
Descriptions to always keep a tab. Create and Issue a notice to Users, Clients,
or Employees.
Goals and Notes
You can create goals and choose whether or not
to display them on the Dashboard. You can also add files to your notes for
support. Simple, isn’t it?
Reports
Management shall go to waste if its result
cannot be seen in reports. You can get a detailed report in the form of Graphs
for Tasks, Time Logs, Financial Details, Incomes/ Expenses. You can filter and
search for reports for a specific time. Also get a detailed report of Leaves,
Estimates, Invoices, and many similar aspects.
Business Settings
Manage
business and company settings. Customize your system settings and print
settings for Invoices and estimates. Also, manage the pusher settings.