Difference between revisions of "Human Relationship Management (HR)"

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==1. Human Relationship Management (HR)- ==
Tactic ERP and CRM system is capable of supporting an enhanced management system along with human resource management features, pricing management features, marketing management and automation features, customer support system and time and expense tracking. Moreover, tactic also supports a point-of-sale interface to be used in restaurants, traditional shops, and bars. The drag-and-drop interface can be useful for the users to define tables, rooms and floors. Tactic also enhances user experience by assigning invoices to tables. Automatic stock updates and integration with a touchscreen POS is also associated with the management features of Tactic. 


  With self-service functionality, employees can manage their leave, request time off, and fill out their timesheets and expense reports. Managers can approve time-off and expense reimbursement requests.
== Human Relationship Management (HR) ==
* Create your employee/user accounts.
* Define the hierarchy of your employees/users.
* Define an hourly rate for each of your employees.
* Set a user e-mail and a nice corporate email signature.
* Set permissions for your users or groups.
* Personalize the display for each user.
* Leave requests, expenses reports, and timesheets.
* Define Job positions.
* Publish your open job positions.
* Manage the recruitment process.
* Record applications automatically with the Email Collector.
* Expense report requests.
* Validate and send e-mail for approval.
* Approve the expense report.
* Pay the expense report.
* Export data.
* Fill your timesheet using the interface that suits your needs.
* See the impact of time spent on the project's profit.
* Analysed and Export your timesheets.
* Define different types of leaves/holidays.
* Create a leave request.
* Approve or refuse each leave request.
* Analysed and update the balance of leave/holidays.
* List and filter leave requests.
* Track leave requests and remaining leave/holidays.


==2. Pricing Management-- ==
Human resource management is one of the primary features of Tactic. Tactic is designed in a way that it is capable of managing diverse human resource related activities, starting from user and group management to expense report management. With the help of advanced features of Tactic’s human resource management system the users can keep a track of leave applications while admins can easily have the authority of approving and declining the leaves. The features of Tactic’s human resource management are described below:
* Uses the same programming language that Word-press, Drupal, Prestashop. Very easy to install in most common hosting. Good and open community. Free license GPL...
* Creating members and third party accounts account
* Price and ease of use and its support is any online payment system software as a user have.
* Providing an informative interface to the employees regarding hierarchical structure
* Faster response on payment.
* Defining an hourly rate for each of the employees
* Mail notification on payment
* Setting and updating employee email and along with corporate email signature 
* SMS notification is also done in Tactic ERP & CRM Software.
* Creating specific groups
* Online payment mode recovery free of cost.
* Personalizing display accordingly
* Defining job positions
* Management of leave requests and expense reports
* Publishing job requests accordingly
* Creating leave requests
* [[Leave_request_management_Module| Approving or refusing leave requests]]
* Listing and filtering leave requests
* Tracking leaves and updating holiday lists if necessary
* Recording applications automatically from email collector 
* Validating and sending important emails


== Pricing Management ==
Tactic uses very common programming language such as Word-press, Drupal, and Prestashop. These are very easy to install and common in hosting. These programs provide a better pricing management system to the users through Tactic. Tactic provides an effective pricing management with certain services such as:
* Integration with any payment application as per the choice of the users
* Fast and seamless response upon payment
* Mail notification upon every single payment
* SMS notification is also provided upon payment through Tactic
* Recovery of online payment with a free-of-cost service


== 3. Marketing Automation-- ==
== Customer Support ==
  Tactic supports a point of sale interface for restaurants, traditional shops, and bars. The drag-and-drop interface helps users define tables, floors, and rooms. Invoices and orders can be assigned to a table, and it supports automatic stock updates and a touchscreen POS.
* Tactic supports a point of sale interface for restaurants, traditional shops, and bars...
* Tactic can set up accounts and dispatch data like salaries, products, expense reports, purchases, and sales in ledger tables...
* It allows users to integrate their ERP with other applications using hooks, triggers, or APIs...
* Tactic offers numerous ways to enter details into timesheets, like a week, day, or month grid. ..
* One of its most unique features is its marketplace for extensible applications that help match the scale of users’ growth.
* Tactic helps users manage supplier and customer orders.
* Tactic allows users to define expense types in dictionaries for accurate statistics.
* This feature helps users detect typing errors or missing details during payment recording.
* Users can create invoices, down payments, and credit notes from scratch.


== 4. Customer Support-- ==
Customer support is an integrated area where the customers can gain help and supports that they need from the specialists of Tactic. However, certain parts of this criteria is available in English only. Certain parts ate free and others are paid. The features of customer support are:
* Email-support to every customer, which is considered to be a commercial support as well
* Community support, such as forum support and Wiki support
* Blogging support
* User guide
* SMS support
* Domain support and hosting support


  This area can help you to get a Help support service on Tactic. Some parts of this service are available in English only, some are free and some are commercial.
== Time & Expense Tracking ==
* E-Mail (commercial support) to each and every customer.
* Forum and Wiki (community support).
* A list of companies can be read/edited by every user/company that need/provide support on Tactic.
* Question answer support.
* Forum support.
* Blogging support.
* SMS support to each and every customer.
* Domain and Hosting support.


== 5. Task Management-- ==
Time and expense tracking services have been designed for the admins to keep a track of employee expenses and time-spent on a specific project.  
* Use the Tactic ERP & CRM Software according to your needs. Track Leads, Opportunities, Internal, Customer or Supplier Projects.
* [[Expense_Reports_Module| Creation and management of expense reports and expense report requests]]
* Make the project public or select the employees and/or partners who can participate in the project.
* Generation of an email to be directed to the supervisors
* Admin can decide to use Tactic projects to track the time spent, then allow each user to declare their time on a daily basis with a dedicated interface.
* Validating or refusing expense reports in one click
* Track their progress and compare the progress with what you had initially planned. You can review the plan using the Gantt view.
* Linking expense reports with leads or projects
* Users will be able to enter the time spent if you decide to use the timesheet feature.
* Application of export wizard to export the required data payroll providers
* Add the predefined fields of your choice to make the data more manageable, complete and as accurate as you need it to be.
* Definition of expense report in dictionaries for accumulating accurate statistics
* Get the potential turnover of your leads instantly, weighed with the probability, to get a calculated (probable) future turnover.
* Setting an user email and a professional corporate email signature for calculating overall working hours invested in a company
* If an hourly rate is set in your user card, then a cost for the time spent will also be automatically calculated and reported.
* Keeping a data or a record of the profit and loss faced by the company
* Projects offer an overview tab displaying an adequate amount of information about projects and linked elements in Tactic such as proposals, invoices, orders, etc.

Latest revision as of 12:22, 7 July 2022

Tactic ERP and CRM system is capable of supporting an enhanced management system along with human resource management features, pricing management features, marketing management and automation features, customer support system and time and expense tracking. Moreover, tactic also supports a point-of-sale interface to be used in restaurants, traditional shops, and bars. The drag-and-drop interface can be useful for the users to define tables, rooms and floors. Tactic also enhances user experience by assigning invoices to tables. Automatic stock updates and integration with a touchscreen POS is also associated with the management features of Tactic.  

Human Relationship Management (HR)

Human resource management is one of the primary features of Tactic. Tactic is designed in a way that it is capable of managing diverse human resource related activities, starting from user and group management to expense report management. With the help of advanced features of Tactic’s human resource management system the users can keep a track of leave applications while admins can easily have the authority of approving and declining the leaves. The features of Tactic’s human resource management are described below: 
  • Creating members and third party accounts account
  • Providing an informative interface to the employees regarding hierarchical structure
  • Defining an hourly rate for each of the employees
  • Setting and updating employee email and along with corporate email signature
  • Creating specific groups
  • Personalizing display accordingly
  • Defining job positions
  • Management of leave requests and expense reports
  • Publishing job requests accordingly
  • Creating leave requests
  • Approving or refusing leave requests
  • Listing and filtering leave requests
  • Tracking leaves and updating holiday lists if necessary
  • Recording applications automatically from email collector
  • Validating and sending important emails

Pricing Management

Tactic uses very common programming language such as Word-press, Drupal, and Prestashop. These are very easy to install and common in hosting. These programs provide a better pricing management system to the users through Tactic. Tactic provides an effective pricing management with certain services such as: 
  • Integration with any payment application as per the choice of the users
  • Fast and seamless response upon payment
  • Mail notification upon every single payment
  • SMS notification is also provided upon payment through Tactic
  • Recovery of online payment with a free-of-cost service

Customer Support

Customer support is an integrated area where the customers can gain help and supports that they need from the specialists of Tactic. However, certain parts of this criteria is available in English only. Certain parts ate free and others are paid. The features of customer support are: 
  • Email-support to every customer, which is considered to be a commercial support as well
  • Community support, such as forum support and Wiki support
  • Blogging support
  • User guide
  • SMS support
  • Domain support and hosting support

Time & Expense Tracking

Time and expense tracking services have been designed for the admins to keep a track of employee expenses and time-spent on a specific project. 
  • Creation and management of expense reports and expense report requests
  • Generation of an email to be directed to the supervisors
  • Validating or refusing expense reports in one click
  • Linking expense reports with leads or projects
  • Application of export wizard to export the required data payroll providers
  • Definition of expense report in dictionaries for accumulating accurate statistics
  • Setting an user email and a professional corporate email signature for calculating overall working hours invested in a company
  • Keeping a data or a record of the profit and loss faced by the company
  • Projects offer an overview tab displaying an adequate amount of information about projects and linked elements in Tactic such as proposals, invoices, orders, etc.