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Workforce | Optional modules

Operations beyond the sales desk.

When enabled, HR, attendance, and payroll run alongside commercial modules, sharing the same employee directory and permission model.

Optional module, enable when your operation requires workforce administration.

See it in context

The business problem

Sales runs in the CRM while HR and payroll live elsewhere. Incentive calculations miss verified sales data; attendance summaries are re-keyed into payroll spreadsheets.

How TradePacer CRM solves it

Optional modules connect recruitment to employee records, time and attendance, and payroll periods. Achievement inputs pull from CRM sales contributions and verified payments; attendance finalization feeds payroll calculation.

Key workflows

How teams use Workforce Operations

  1. 01

    Recruit

    Candidates progress through stages; accepted offers convert to employees with user accounts.

  2. 02

    Track attendance

    Shifts, clock in/out, leave requests, and corrections feed finalized period summaries.

  3. 03

    Calculate incentives

    Versioned schemes apply to CRM achievement data for the payroll period.

  4. 04

    Adjust

    Bonuses, deductions, and salary advances layer onto calculated entries.

  5. 05

    Approve & pay

    Periods move through calculate → approve → lock → payslip PDF generation.

Same installation, shared identity

Sales agents are employees in the same directory used for lead assignment. Team leaders appear in both CRM and attendance contexts.

Connected in the platform

Works with the rest of your operation

Sales & Follow-ups Achievement inputs Payments & Revenue Verified sales data Reports & Analytics Workforce reports

Role & use case

Built for HR and payroll/finance

HR manages candidates and employees; payroll/finance runs periods and approvals. Modules require explicit enablement, payroll depends on HR and attendance.

Frequently asked questions

Are workforce modules mandatory?

No. HR, Attendance, Payroll, and Expenses are optional and enabled per installation.

How do incentives use CRM data?

Payroll calculation pulls achievement inputs from sales contributions and verified payment amounts for the period.

Can team leaders manage leave?

Leave request approval follows configured authorization; managers see team-scoped requests when permitted.

See Workforce Operations in a live demo

Walk through these workflows with our team, tailored to your modules and roles.

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