Your workday, leave balance and team activity at a glance.
Workplace policy essentials
Office mode requires both the office location and recognized office network. WFH, offsite and emergency modes require a documented reason and may need approval.
Annual Leave applications must be submitted before the leave date and require one approval from your supervisor (or HR/Admin if you have no assigned supervisor).
MC must be submitted not more than 2 working days after the MC date, with a photo of the certificate.
Manual entries added by Admin/HR for WFH and MC require an approval document reference/link.
Some past workdays are missing a reason:
Why is my clock-in Pending? Late/early thresholds and other review triggers
A clock-in/out is auto-approved only when you're on Office mode, punching from the recognized office location and network, within the grace window below. Anything outside that is held for your supervisor/HR/Admin to review, even if the reason is legitimate.
Late clock-in
Clocked in after 09:15 — the scheduled start (09:00) plus a 15-minute grace period.
Early clock-out
Clocked out before the scheduled end time, 18:00.
Unscheduled WFH / Offsite
Work mode does not match your assigned schedule for that day (a recurring pattern or an approved override).
Emergency
Emergency mode always requires review, regardless of timing, since it bypasses the normal location/network checks.
Forgotten / correction
You manually requested a missing or wrong clock-in/out time, e.g. after a system outage or a missed punch.
Flexible-hours staff and days with an approved schedule override are exempt from the late/early check above. Admin, HR and CEO can change these thresholds under Administration → Work rules → Schedule and leave rules.
Needs Your Attention
Everything currently waiting on you, in one place.
Welcome
Office geofence clock-in/out
See Team Overview below for today's attendance and pending approvals.
Today Snapshot
Who's clocked in so far today
This Week
Your attendance, Monday to Friday
RTS at a Glance
Referral Tracking System, condensed. Tap for the full breakdown.
Use this privileged tool only for verified records. Every change requires a reason and is logged; locked months require Admin/CEO override evidence. Weekends are skipped automatically.
Forgotten or exceptional attendance
Request a correction for a missed punch, outage, offsite work or another documented exception. A supervisor, CEO, HR or Admin must decide it.
My correction requests
Monthly records
Admin and HR can view all staff clock-in/out time and distance from office; Supervisors can view their own department team.
Date
Staff
Clock In
In Distance
Clock Out
Out Distance
Source
Remarks
Adjust Time
Request details
Recent requests
Status of your leave, MC and off-in-lieu requests.
New medical claim
Take a photo of your receipt or upload one. HR will review and approve/reject.
Claim history
Employees see their own claims. HR and Admin can review all claims.
All departments
Every department in the company, at a glance. Details, headcount and reporting lines are below.
Departments & reporting lines
Who's in each department and which supervisors decide their requests.
Admin & CEO
Company-wide access — not tied to a single department's reporting line.
Why records appear here What each item means and who decides it
Pending requests are leave, MC, WFH and replacement-leave applications employees submitted for approval. Annual/Compassionate Leave need 1 approval; other types need 2. CEO has view-only access here — a supervisor, HR or Admin makes the decision.
Attendance exceptions and corrections are attendance records that could not be auto-approved, plus manually submitted corrections for a missed punch. Supervisor, HR, Admin or CEO can decide these; Admin/CEO are also the only roles who can override a locked payroll month.
A Supervisor only sees and decides requests from employees in their own department (Marketing and IT route to Operations supervisors). HR, Admin and CEO see every department.
A clock-in/out is auto-approved — no entry appears here — only when the employee is on Office mode, punches from the recognized office location and network, and the time is within the grace window below. Anything outside that — late, early, unscheduled WFH/Offsite, or Emergency mode — is held here for review, even if the reason given turns out to be legitimate.
Late clock-in
Clocked in after 09:15 — the scheduled start (09:00) plus a 15-minute grace period.
Early clock-out
Clocked out before the scheduled end time, 18:00.
Unscheduled WFH / Offsite
Work mode does not match the employee's assigned schedule for that day (a recurring pattern or an approved override).
Emergency
Emergency mode always requires review, regardless of timing, since it bypasses the normal location/network checks.
Forgotten / correction
Employee manually requested a missing or wrong clock-in/out time, e.g. after a system outage or a missed punch.
Flexible-hours staff and days with an approved schedule override are exempt from the late/early check above.
Pending requests
Attendance exceptions and corrections
Live WFH/offsite/emergency exceptions and forgotten punches remain provisional until reviewed.
WFH allowances
Add person
Edit person
Admin can change role, department and entitlement/profile details.
Reset password
Only Admin can reset forgotten passwords. The employee must login with the new password given by Admin.
Password Reset Requests
Staff can request a password reset from the login page. Approval generates a one-time code that is shown once, expires after 30 minutes and must be relayed securely.
Email Change Requests
Staff can request to change their own email from Account & Security. Approval updates it immediately, signs them out everywhere, and emails a notice to both the old and new address.
People directory
Review staff access, reporting lines and entitlements.
Name
Email
Role
Department
AL
CF
AL Remaining
MC
WFH
Status
Actions
My Profile
Contact & documents
Paste your Google Drive staff folder link here so HR can verify MC receipts and approval documents faster.
Change password
Changing your password signs out other sessions and asks you to sign in again.
Change email
Your email is where password reset codes and security alerts go, so changes need Admin/HR approval before they take effect. Submitting again while a request is still pending updates it, rather than creating a second one.
Passkeys & Multi-Factor Authentication
A passkey adds phishing-resistant verification after your password. Synced passkeys and security keys are supported, so your account is not hard-bound to one browser or device.
Save these codes now
Each code works once. Store them outside this workspace and never send them in chat.
Latest updates
Requests, approvals, claims and HR actions.
Monthly report
Payroll, deductions and attendance review.
Unexplained absencesThrough yesterday only -- today is never counted, even after office hours, since it's still in progress. This is what the "Unexplained absences" tile on the home page counts and links to.
* Annual Leave entitlement is auto-calculated from tenure (prorated in the first calendar year, 13 days for years 1-3, then +1 day per year of service after year 3, capped at 20) for anyone not CEO/Admin/Supervisor and not individually marked exempt on their staff profile.
Staff
Working Days
Present
AL Used/Entitlement
MC Used/Entitlement
WFH Used/Granted
Replacement Leave
Absent / AL Deduct
Pending Review
Late
Early Out
Missing Clock-Out
< Min Hours
Avg Dist.
Why this exists Punctuality and WFH are visible company-wide, not just to your own supervisor
Every attendance-tracked employee's on-time rate, average clock in/out time, WFH days and absences for the selected month, regardless of which supervisor or department they're in. CEO and Admin always see everyone here; a Supervisor sees their own department team, same as elsewhere. Change the month using the month picker at the top of the page.
Good
On-time rate 90% or higher this month.
Watch
On-time rate 75%–89%.
Needs attention
On-time rate below 75%.
Not enough data yet
Fewer than 3 working days have elapsed this month -- a day or two is too small a sample to judge; the exact day count is shown instead of a percentage.
Accountability Trends
Lock a month
Lock a month after payroll finalisation. Edits, approvals and manual entries for locked months are blocked until unlocked.
Lock Status
Add or update holiday
2026 Holidays
Schedule and leave rules
Used for lateness, early checkout, minimum working hours and carry-forward expiry calculations.
Recurring staff work pattern
Use this for designated senior WFH weekdays while keeping Wednesday as office.
Temporary workday override
Use for sudden company WFH, renovations, Ramadan/Friday timing or a permitted individual exception.
Active patterns and overrides
Current arrangements stay auditable even after cancellation.
How this page fills in Referrals sync automatically; other details are manual
Referrals auto-sync from the imported source (see ) every time you open this page — one row per imported transaction with an attributed referrer, with the referral rate/fee share/estimated share left at 0 for you to fill in by hand, since the import doesn't carry those. Investment Notes, Fulfilment and Note Repayments stay fully manual for now — the import doesn't carry fee rates, tenure, or repayment terms/schedules for those either.
RTS programme records
Maintain the note terms, referral agreements, fulfilment adjustments and repayments that are not present in the imported source files.
Investment Notes
How this page fills in Referrals sync automatically; repayments are manual
This summarizes . Referrals sync automatically from imported evidence every time this page opens; repayments stay fully manual since the import doesn't carry repayment terms/schedules. It's separate from the raw imported data (Programme overview/Source archive).
Recent manual referrals
Latest maintained referral agreements and their status.
Upcoming repayments
Manually maintained notes ordered by expected repayment activity.
Reconciliation boundary
This view summarizes manually maintained RTS records. Imported attributed investments and calculated programme eligibility remain available from the RTS overview.
Referral programme overview
Loading programme rules…
Top introducers
Ranked by successful programme-period AUM.
Monthly referred AUM
Successful attributed investments from the imported source feed.
RTS data cooperation
Imported Admin Panel transactions feed fulfilment and introducer performance automatically. Programme Records maintains the note, referral, adjustment and repayment inputs that are absent from the exports.
Introducer performance
The archived programme calculation applied to imported attributed investments.
"Employee?" is unreliable It only matches a Cofundr work email/name against the investment record
Introducer
Employee?
Programme AUM
All-time AUM
Investors
Enrolled users
Status
Estimated reward
Referred investments
Read-only attributed transactions that feed RTS fulfilment calculations.
Date
Introducer
Investor
Note
Amount
Status
Archived referral programme formula
Preserved from the original RTS source and applied server-side to the imported data.
What the uploaded files can populate
Fulfilment & introducer performancePopulated from attributed investment transactions.Live
Referral account directoryPopulated from the archived User Referral Info table.Live
Investment-note fees, referral shares & repaymentsRequire fee rates, note terms and repayment schedules not present in these two exports. Existing manual RTS records remain authoritative.Manual
Reference and maintained records
The archived application source remains unchanged under the repository's archive folder for formula and behaviour reference.
RTS source archive
Read-only Admin Panel transactions and referral relationships retained as RTS source evidence.
Sanctioned Entities Extractor
Paste entity blocks beginning with “Name:” and export the structured results.
Name
A.k.a.
F.k.a.
Address
Listed on
Investor List Utilities
Deduplicate, combine or compare lists without uploading them.
Schedule Repayment Tracker
Issuer, Note ID, next due date and payment progress -- the same fields kept on the Outstanding Notes board, now editable here directly or by upload.
Issuer
Note ID
Next due date
Payment no.
Status
Remarks
Edit
Add or update a note's schedule
Saving uses the Note ID to match an existing row -- if it already exists, its schedule is updated; otherwise a new one is added.
Update by upload
Prepare an Excel (.xlsx/.xls) or CSV export with one row per note and these column headers: Issuer Name, Note ID, Next Due Date, Payment Number, Payment Total, Remarks. Next Due Date should be YYYY-MM-DD. Payment Number/Payment Total/Remarks are optional. Each row updates the matching Note ID or adds it as new.
Issuer
Note ID
Next due date
Payment no.
Remarks
Result
MIS & Reporting
Company-wide snapshot for the current month, pulled live from attendance, leave and RTS records.
Headcount by department
Department
Active headcount
Approved leave this month
Type
Applications
Days
Issuer-level report from an Excel export
Upload an outstanding-notes or repayment export (.xlsx/.xls/.csv). Parsing happens in your browser -- the file is never uploaded to the server. Expected columns: Issuer Name, Note ID, Note Size, Next Due Date. Extra columns are ignored.
Issuer
Notes
Total size
Nearest due date
Outstanding Report Generator
Upload the current and (optionally) previous month's outstanding-notes export to build a presentation-style report -- status/credit-rating charts, exposure tables and a landscape PDF. Parsing and PDF generation happen entirely in your browser; nothing is uploaded to the server.
Expected Excel columns (extra columns are ignored, exact header names not required -- close matches like "Status of Notes" or "Total Principal (RM)" are recognized): Campaign ID / Note ID, Issuer Name, Status, Type of Financing, CR Rating, Principal, Interest, Outstanding Amount - Principal (RM), Outstanding Amount - Interest (RM). Status values like "Repayment made within 61-90 days" or ">90 days past due" are recognized automatically as Late Payment / Default.
Ready. Upload your Excel file, then click Generate Report.
Sanctions Screening
Automatic pulling from official government sanctions lists (e.g. Bank Negara, OFAC, UN) is not connected yet -- there is no live feed configured. Download the current list yourself and paste or upload it below; the comparison against your roster runs immediately.
Name screened
Match type
Matched against
Factsheet Generator
Pick a note from Programme Records and generate a one-page PDF factsheet.
Active Investor Statement
Prepare an Excel (.xlsx/.xls) or CSV export with one row per transaction and these column headers: Investor Name, Investor Email, Note ID, Issuer Name, Transaction Date, Amount, Type (Type is "investment" or "repayment"). Extra columns are ignored. Nothing is uploaded to the server -- the file is parsed and the PDF is generated entirely in your browser.
Date
Note ID
Issuer
Type
Amount
Mail settings
For security, the SMTP password is never stored in this database. Set it once as an encrypted Cloudflare secret from a terminal with access to this project: wrangler pages secret put SMTP_PASSWORD --project-name cofundr-hrm, then paste the password when prompted. Everything below is non-secret configuration only.
Login security
Controls how many wrong passwords in a row lock an account out of logging in, and for how long. A lower attempt count and a longer lockout are more secure but also more likely to lock out a legitimate person who mistypes their password a few times -- balance this against how often that's actually happening for your team.
Access by role
Choose which company workspaces each role can use. The internal workspace stays available to every active role. CEO and Admin always have full access to every workspace and tool, in every department, and can't be restricted here.
Activity history
Approvals, resets, manual entries, rules and staff entitlement changes.
Time
Actor
Action
Entity
Details
Exports
Export CSV records for payroll, HR review and audit trail.
