Documentation

Everything you need to get going.

A guide to setting up your account, and what's actually inside each plan.

Getting Started

  1. 1

    Create your account

    Sign up with your company name and pick which module groups to trial — 14 days free, no card required.

  2. 2

    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.

  3. 3

    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.

  4. 4

    Adjust any time

    Add or drop module groups from Settings as your needs change — nothing from sign-up is locked in.

Overview

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.

My Work

$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.

HR & People

$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.

Time & Performance

$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.

Finance

$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.

Company

$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.

Frequently asked questions

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?