Business Manager – HR, ERP & Projects

Beschreibung

Business Manager is a free HR, ERP & Project Management plugin that allows you to easily manage your employees, projects, clients & documents.

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Coming Soon Features | Documentation | Extensions | Support

Business Manager Core Features

  • Employees – Keep detailed personnel files, track leave/holidays & performance reviews
  • Projects – Kanban board, start/finish dates, % complete, assign clients & employees
  • Clients – Keep a Rolodex of clients & their staff members
  • Documents – Centralize your company’s documents & templates including version control

HR Management

At the heart of Business Manager lies a HR management system that allows you to keep detailed employee records including:

  • Employment Details – Job title, job status, type, start & finish dates, work contact details.
  • Personal Details – Name, DOB, phone, address, emergency contacts and more.
  • Employee Notes – Keep ongoing notes for the employee.
  • Employee Files – Upload employee documents such as resume and application, contracts, disciplinary files or training documents.
  • Leave/Holidays – Easily track employee leave requests and approve or deny the requests
  • Performance Reviews – Create performance reviews for each employee. Ratings, Strong/Weak Points, Goals and more
  • Custom Fields – Create any other fields you need using the Custom Field extension

Project Management

Manage your projects with ease using Business Manager:

  • Advanced drag and drop kanban board / task manager system
  • Assign project to an Employee
  • Assign project to a Client
  • Track start & end dates
  • Track hours & days spent on project
  • Track the percentage complete (%)
  • Assign Project Type
  • Assign Project Status
  • Upload files – General Files & Contract Files sections
  • Keep project notes

Client Management

Manage all of your clients and your clients‘ staff members. Throw out your rolodex!

  • Add client details – Phone, email, website, working hours, logo
  • Add unlimited staff members – Name, email, phone & department
  • Upload files – General Files & Contract Files sections
  • Keep client notes

Document Management

Need a place to store all of your company’s documents, files and templates?

  • Document versioning system
  • Add the employee who uploaded the file, date uploaded/updated, version and file
  • Assign documents to department
  • Keep document notes notes

Extensions

Documentation

Please visit the Business Manager website at bzmngr.com for documentation

Screenshots

  • Business Manager Dashboard
  • Employees Overview
  • Editing an Employee
  • Editing a Performance Review
  • Editing a Project
  • Editing a Client
  • Editing a Document
  • General Settings

Installation

Minimum Requirements

  • PHP version 5.6 or greater
  • MySQL version 5.0 or greater (MySQL 5.6 or greater is recommended)
  • Business Manager requires WordPress 4.9+

Automatic installation

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser. To do an automatic install of Business Manager, log in to your WordPress dashboard, navigate to the Plugins menu and click Add New.

In the search field type “Business Manager” and click Search Plugins. Once you’ve found our plugin you can install it by simply clicking “Install Now”.

Rezensionen

3. August 2018
Great CRM plugin for small businesses! It’s simple, easy to use, and to the point. Exactly what I needed for my small business. Excited to see how this plugin further develops.
19. Juni 2018
Are the extensions on a yearly subscription or one time payment?
Lies alle 7 Rezensionen

Mitwirkende & Entwickler

„Business Manager – HR, ERP & Projects“ ist Open-Source-Software. Folgende Menschen haben an diesem Plugin mitgewirkt:

Mitwirkende

Änderungsprotokoll

1.3.3

  • Fixed an issue with Employee names not properly displaying in various drop downs.

1.3.2

  • Improved filtering options for all modules.
  • Added support for Employee photos and integrated them throughout the interface.
  • General bug fixes.

1.3.1

  • Interface changes throughout each of the modules: improved the look and function of many inputs and standardized default box positions.
  • Improved List views for Clients (no more unreasonably sized logos) and Employees.
  • Added Business Name and Logo to Dashboard (when available).
  • Removed module filters from the basic WordPress Posts table view.
  • Dashboard appearance now changes based on a module’s disabled status.
  • General bug fixes and tweaks.

1.3

  • TASKS feature was not working properly
  • Attach file to TASKS

1.2.2

  • Fix Dashboard hyperlinks to header sections

1.2.1

  • Fix PHP warning regarding money_format function

1.2.0

  • Update CMB2 library to latest version which addresses PHP7 issues.