Documentation
A guide to setting up your account, and what's actually inside each plan.
Create your account
Sign up with your company name and pick which module groups to trial — 14 days free, no card required.
Invite your team
From Settings → User Accounts, invite people and give each one a role (Super Admin, HR Manager, Department Head, or Staff). For HR-managed groups, link each account to a real employee record so self-service views like My Leave and My Payslips work correctly.
Set up your org
Add departments, set reporting lines so the Org Chart reflects reality, and configure module-specific settings — Payroll's statutory rates, Leave's accrual policies, and so on — before going live.
Adjust any time
Add or drop module groups from Settings as your needs change — nothing from sign-up is locked in.
Free, always included
Dashboard
Company-wide KPIs the moment you log in.
Reports & BI
An executive dashboard, predictive insights, and a custom report builder with scheduling.
Org Chart
A real reporting-line tree built from who manages whom, not a static image.
$19/mo
Helpdesk
Ticket queues, SLA tracking, round-robin auto-assignment, and a public ticket-submission + tracking page for your own customers.
Company Drive
File storage with versioning, link sharing, and an access-request workflow.
Booking
A public booking page with multi-stage reminders and deposits.
Tasks & Inbox
Subtasks and templates, plus a single inbox for approvals and actions waiting on you.
Training
A real SCORM 1.2/2004 course runtime, learning paths with prerequisites, quizzes, gamification, and certifications with renewal.
$49/mo
Employees & Org Chart
A full job-history audit trail on every change, plus five workforce analytics views.
Recruitment
Structured pipelines, interview kits with scored feedback, and offer management.
Onboarding
Templated task wizards, document verification, and a self-service new-hire portal.
Offboarding
Exit checklists, exit interviews, and a financial-clearance gate before someone is marked fully offboarded.
Documents
Certificates, education history, and identity documents on file per employee.
$29/mo
Leave
Configurable accrual policies, multi-level approval, and real running balances.
Attendance
Clock-in/out with location capture, timesheet approval, and overtime that feeds Payroll directly.
Performance
Goals with company-to-individual alignment, review cycles including genuine upward and 360° reviews, recurring 1-on-1s, a 9-box calibration grid, and self-service peer feedback requests.
$59/mo
Payroll
Kenya statutory compliance (PAYE, NSSF, SHA, AHL) posted to a real general ledger, M-Pesa disbursement, garnishments, and maker-checker approval.
Accounting
A real GL, AR/AP automation, and budgeting with variance reporting.
Expenses & Procurement
Requisition → PO → goods receipt → 3-way match, vendor performance scorecards, recurring POs, and approval delegation.
Projects
Subtasks, templates, and project cost tracking.
CRM
Pipeline management, lead scoring, and deal forecasting.
Inventory & Point of Sale
An append-only stock ledger across multiple warehouses, plus omnichannel POS with loyalty.
Logistics
Fleet and delivery tracking.
$19/mo
Communications
Targeted company broadcasts with read tracking.
Awards & Recognition
Kudos, a leaderboard, and nomination-based recognition programs.
Asset Management
Device and software license inventory, plus IT ticketing.
Settings
Billing and module subscriptions, branding, and custom roles.
Custom Apps
A real low-code form builder for anything specific to how your business runs.
How does the 14-day free trial work?
Pick any module groups when you sign up at /register — each one gets a real 14-day trial, no card required. You can trial some groups and skip others; add more later from Settings any time.
What happens when a trial ends?
If a group hasn't converted to a paid subscription by then, access to that group pauses — nothing is deleted, and your data is exactly as you left it. Self-serve card payment is on the way; until it launches, converting a trial (or resuming a paused one) is one message to our team away via Contact Support below.
Can I change which modules I'm subscribed to later?
Yes — add or drop any module group from Settings whenever your needs change. Nothing is locked in at sign-up.
Is my company's data separated from other companies using Workfola?
Yes. Every company gets its own fully separated data — no company can see or reach another company's records, and this is enforced on the server for every request, not just hidden in the interface.
Who can I contact if something goes wrong?
Submit a ticket from the Contact Support page below (or from inside the app once you're logged in) — it goes straight to our team, and you can track its status the same way.
Ready to bring your team onto one platform?