• Add New Timesheet:
  • Allows users to create new timesheet entries with fields for engagement type, date, and hours. This is crucial for tracking billable hours in tax advisory services, internal audit and risk management, and corporate financial reporting.
• Edit Timesheets:
  • Enables users to edit existing timesheet entries, ensuring accurate records for activities related to tax advisory services, internal audit and risk management, and corporate financial reporting

• Monthly Reports:
  • Generates reports based on monthly timesheet data. Users can select employee name and month for the report, which is essential for reviewing workloads and productivity in tax advisory services, internal audit and risk management, and corporate financial reporting.
• Performance Reports:
  • Provides performance analysis and reports with options to filter by employee name and date range. This helps in assessing performance metrics critical for tax advisory services, internal audit and risk management, and corporate financial reporting.
• Engagement Reports:
  • Tracks and reports on user engagement metrics, allowing filters by date range. This feature is useful for understanding how time is spent on different engagements, including those in tax advisory services, internal audit and risk management, and corporate financial reporting.

• Client Management:
  • Handles client information and profiles, which is vital for maintaining accurate records in tax advisory services, internal audit and risk management, and corporate financial reporting.
• Engagement Management:
  • Manages and tracks engagements with clients, ensuring all interactions are documented, which is particularly important for tax advisory services, internal audit and risk management, and corporate financial reporting.
• User Management:
  • Administers user accounts and roles, allowing administrators to manage access and responsibilities effectively for staff involved in tax advisory services, internal audit and risk management, and corporate financial reporting.

• This section allows users to generate monthly reports for selected employees and specific months, providing a detailed view of activities in tax advisory services, internal audit and risk management, and corporate financial reporting.

• Performance reports provide detailed data on employee performance over selected date ranges, helping to analyze productivity and engagement in tax advisory services, internal audit and risk management, and corporate financial reporting.

• Engagement reports focus on tracking engagement activities over specific periods, providing insights into how employees spend their time on tasks related to tax advisory services, internal audit and risk management, and corporate financial reporting.

• The system also includes detailed tracking for engagement partners, MIC, office locations, fees, costs, profit/loss, and various other metrics. This comprehensive tracking aids in financial planning and performance evaluation, especially in the context of tax advisory services, internal audit and risk management, and corporate financial reporting.

• Detailed metrics on employees’ office positions, billable hours, productivity, and non-productivity are summarized in the reports. This aids in understanding the efficiency and utilization of the workforce in areas such as tax advisory services, internal audit and risk management, and corporate financial reporting.

By incorporating these features, the timesheet management system provides a robust solution tailored for audit firms, facilitating effective time management, comprehensive reporting, and streamlined administrative processes, supporting tax advisory services, internal audit and risk management, and corporate financial reporting needs.

1. Dashboard

• Provides an at-a-glance view of key metrics and activities.

2. Delegates

• Manage delegate information and track their progress through various training programs.

3. Companies

• Maintain a directory of companies associated with training programs.
• Manage company-specific training needs and track engagement.

4. Bookings

• Handle booking requests and schedule training sessions.
• Track booking status and manage changes or cancellations.

5. Manage Bookings

• Oversee all booking activities, ensuring efficient management and conflict resolution.

6. Manage Certificates

• Issue and manage certificates of completion for training programs.
• Track certificate validity and renewals.

7. TMS Data Analytics

• Access data analytics tools to evaluate training effectiveness and optimize programs.
• Generate reports and visualize key data points.

8. Users

• Administer user accounts and roles within the system.
• Ensure appropriate access control and security.

9. Trainers

• Manage trainer profiles and their availability.
• Assign trainers to specific training sessions and track their performance.

10. Regions

• Organize and manage training activities by geographical regions.
• Tailor training programs to regional needs and preferences.

11. Courses

• Develop and maintain a catalog of training courses.
• Manage course content, schedules, and materials.

Super User Capabilities

• As a super user, the system offers enhanced administrative privileges, allowing for comprehensive oversight and control of all system features and data.

This system represents a comprehensive solution for managing all facets of training administration, enhancing efficiency and effectiveness for BSTC Training.

Advisors Section

1. Prospects

   • Engagement Tracking
     • Track engagement activities with prospects, including calls, appointments, and closing status.
   • Fact Findings
     • Collect detailed information about clients, including personal details, financial status, risk preferences, and future planning needs.
   • Financial Report Generation
     • Generate comprehensive financial reports based on collected data and analyses.

2. Clients

   • Maintain detailed records of current clients.
   • Manage Takaful, Estate, and Investment profile certificates and payments.
   • Track client portfolios, interactions, and update client information.

3. Balance Scorecard

   • Monitor and visualize key performance indicators (KPIs).
   • Assess advisor performance through various metrics and dashboards.

4. Commissions

   • Track advisor commissions, including own commissions and subordinate commissions.
   • Handle commission adjustments for additional fees.
   • Generate reports on commission structures and payments.

5. My Account

   • Advisors can manage their personal information and account settings.
   • Update contact details, preferences, and access security settings.

Administrator Section

1. Structure

   • Manage the organizational hierarchy and structure.
   • Define roles, permissions, and reporting lines within the company.

2. Tables

   • Configure and manage various data tables used within the system.
   • Ensure data consistency and integrity across different modules.

3. Companies

   • Maintain records of companies associated with the advisory firm.
   • Track interactions, contracts, and performance of associated companies.

4. Advisors

   • Manage advisor profiles, performance, and assignments.
   • Track advisor credentials, certifications, and training records.

5. Payments

   • Handle financial transactions related to advisor commissions and client payments.
   • Generate payment reports and ensure timely processing of financial transactions.

6. Adjustments

   • Make necessary adjustments to financial records, commissions, and other data.
   • Ensure accuracy and compliance with financial policies and regulations.

This system provides a robust framework for managing the operations of a financial advisory firm in Malaysia, Kuala Lumpur, and Selangor, enhancing both advisor productivity and administrative efficiency. The platform supports comprehensive Takaful & Risk Management and serves as a Shariah Financial Adviser, ensuring compliance with Islamic financial principles.