This plugin hasn’t been tested with the latest three major releases of WordPress. It may no longer be maintained or supported and may have compatibility issues when used with more recent versions of WordPress.

Business Manager – HR, ERP & Projects

Description

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

Visit our website to find out more
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:

  • NEW – 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

  • Payroll extension – features include Pay Runs, Pay Calendars, Pay Templates, automatic PDF & emailing of Pay Slips, marginal tax rates, pre & post tax rates, deductions and plenty more. It is a beast of a plugin!
  • Custom Field extension – Add your own custom fields
  • Asset Manager extension – Complete asset management for your business

Documentation

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

Screenshots

  • Dashboard view of Business Manager
  • Employees overview, showing columns that can be shown or hidden
  • Editing an Employee, showing some of the fields available
  • Overview of Leave requests
  • Editing a Performance Review
  • Editing a Project
  • Project overview. See project progress at a glance
  • Editing a Client
  • Editing a Document, showing the document versioning system
  • Viewing the Departments
  • Overview of Documents
  • General settings tab
  • Employees settings tab

Installation

Minimum Requirements

  • PHP version 5.3 or greater (PHP 5.6 or greater is recommended)
  • MySQL version 5.0 or greater (MySQL 5.6 or greater is recommended)
  • Business Manager requires WordPress 4.4+

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”.

FAQ

Installation Instructions

Minimum Requirements

  • PHP version 5.3 or greater (PHP 5.6 or greater is recommended)
  • MySQL version 5.0 or greater (MySQL 5.6 or greater is recommended)
  • Business Manager requires WordPress 4.4+

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”.

Reviews

Simple, Clean, Powerful!

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.
Read all 7 reviews

Contributors & Developers

“Business Manager – HR, ERP & Projects” is open source software. The following people have contributed to this plugin.

Change log

1.3 – 2018-08-13

  • FIX – TASKS feature was not working properly
  • NEW – Attach file to TASKS

1.2.2 – 2018-08-08

  • FIX – Fix Dashboard hyperlinks to header sections

1.2.1 – 2018-21-06

  • FIX – Fix PHP warning regarding money_format function

1.2.0 – 2018-21-06

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

1.1.4 – 2018-21-06

  • FIX – Change money_format() function to now use NumberFormatter class. Fixes ompatability issue with Windows systems.

1.1.3 – 2017-12-2

  • FIX – Plugin installation error & warning fixed

1.1.2 – 2017-12-19

  • NEW – Add dropdown filters when viewing lists of Employees, Leave, Reviews, Projects
  • NEW – Remove all dropdown date filters on all Business Manager post types
  • NEW – Add ‘business_manager_department_taxonomy_post_types’ filter to allow extra post types to be added to department taxonomy
  • FIX – Rename columns on all post types to allow for proper sorting

1.1.1 – 2017-12-18

  • UPDATE – Compatability update for Custom Fields extension

1.1.0 – 2017-12-14

  • NEW – Task Manager / Kanban Board system added to projects

1.0.3 – 2017-12-07

  • NEW – Add new function – business_manager_is_enabled() to check if module is enabled
  • NEW – Add option in settings to disable modules

1.0.2 – 2017-12-06

  • NEW – Color code employee statuses
  • NEW – Add status to employee name in dropdowns if status is anything other than Active
  • NEW – Change text on add new client title placeholder
  • UPDATE – Notes field is now repeatable and contains date and note section
  • FIX – Error with business_manager_option() function returning a value if no option set

1.0.1 – 2017-12-05

  • NEW – Add Extension tab to settings page
  • NEW – Add ID column to column API class
  • FIX – Error with business_manager_option() function returning a value if no option set

1.0.0 – 2017-11-30

  • Release – Initial release