Annual leaveAccrues monthly · carry-forward capped at 5 days12 daysMedical leaveSupporting document required after two consecutive days14 daysHospitalisationTracked separately from ordinary medical leave60 daysMaternity / paternityStatutory policy records and eligibility rulesConfigured
Starting this month2new employeesProbation reviews3due within 30 daysExits in progress1access removal scheduled
ONBOARDING
Alicia Wong · Product Designer
Starts 24 Aug
OFFBOARDING
Hafiz Omar · Sales Executive
Last day 31 Aug
CONTROLLED FILES
Document centre
Contracts, policies, letters, payslips, and employee files with access and acknowledgement records.
DocumentCategoryAccessUpdatedStatus
RM
PAYROLL HANDOFF
August 2026 payroll is open
Attendance, overtime, leave, claims, and employee changes are checked before a locked export is created.
READINESS
Payroll controls
5 of 6 ready
✓
Employee records42 active employees · no missing salary fields
Overtime and unpaid leaveApproved items are included once
✓
ClaimsApproved reimbursements are mapped to pay items
✓
Statutory rule versionEPF, SOCSO, EIS and PCB tables dated for this pay period
!
Manager certificationOne attendance exception needs confirmation before closing
MY CLAIMS
Reimbursement status
Review cycleQ3closes 30 SeptemberGoals on track4/5one goal needs attentionKPI points1,840motivation layer only
GOALS
Amira’s Q3 objectives
WFH EQUIPMENT
Assets and access
Track equipment and software from assignment through return and access revocation.
AssetAssigned toIssuedConditionStatus
PRIVACY AND ACCESS
Security controls
8/9 active
CRM ADD-ON
Client and sales workspace
Manage accounts, guide opportunities through a clear sales journey, and turn follow-ups into owned work.
Active opportunities5Across the sales journeyOpen follow-ups5Owned by the sales teamOverdue1Needs attention todayPipeline valueRM 186kExcludes closed sales
SALES JOURNEY
From lead to sale
Drag-free, controlled stage updates
CLIENT ACCOUNTS
Relationship overview
RELATIONSHIP HISTORY
Recent activity
New leads0Captured this monthActive campaigns0Tracked in this demoForm conversion0%Submissions from viewsAttributed pipelineRM 0Open opportunity value
CAMPAIGNS
Campaign delivery
Delivery and engagement are simulated. WorkFam does not send email in this demo.
LEAD SOURCES
Acquisition performance
EMAIL SEQUENCES
Simple nurture steps
SERVICE OPERATIONS ADD-ON
Service delivery workspace
Schedule customer work, protect service deadlines, and capture proof from booking to sign-off.
Open work orders4Across scheduled and active workAppointments today2Confirmed customer visitsSLA attention1Due within the next 24 hoursBillable valueRM 0Recorded service time
DISPATCH QUEUE
Work orders
CUSTOMER BOOKINGS
Appointment schedule
TIME LEDGER
Billable service time
RM 0
Work orderCustomerTechnicianTimeRateValue
Billable time is recorded here for review. Invoicing and payment collection are not included in this release.
LEARNING & COMPLIANCE ADD-ON
Learning control desk
Develop people, preserve company knowledge, and keep workforce obligations current.
Completion rate84%Across active assignmentsOverdue learning3Needs manager follow-upRenewals due2Expired or due within 45 daysCertificates issued4Current employee records
COURSE CATALOGUE
Required and optional learning
STRUCTURED ONBOARDING
Learning paths
Ordered programmes for new hires and role transitions.
CAPABILITY COVERAGE
Skills matrix
Current levels, role targets, and visible development gaps.
Published records0SOPs, policies and templatesReview due0Within the next 45 daysAcknowledgements0%Required records completed
COMPANY KNOWLEDGE
Controlled document library
0 records
DEPARTMENT COVERAGE
Training completion
84%
ASSESSMENT RESULTS
Knowledge checks
Reports use the current prototype records. Production exports and scheduled report delivery are deferred.
FINANCE & SPEND ADD-ON
Finance control desk
Manage company spending, customer billing, payment status, and accounting handoffs in one operational ledger.
August spendRM 0Recorded company expensesBudget remainingRM 0After spend and commitmentsPending approvals0Purchases, claims, and invoicesPayments due0Approved invoices and claims
COMPANY EXPENSES
Expense register
EMPLOYEE REIMBURSEMENTS
Claims awaiting settlement
Open quotations0Draft or awaiting decisionAccepted valueRM 0Ready for contract or billingSigned contracts0Commercial records completeConverted0Draft invoices created
QUOTE TO CASH
Sales & contracts
Move a CRM opportunity from quotation through agreement into a draft invoice.
Acceptance and signature states are recorded for demonstration. WorkFam does not provide legally verified electronic signatures.
OutstandingRM 0OverdueRM 0Collected in AugustRM 0
ACCOUNTS RECEIVABLE
Customer invoices
Create, send, track, print, and reconcile simple invoices.
WorkFam records invoice and payment status. It does not process card or bank payments.