HRHarmony

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Product Details

Name

HRHarmony

Tagline

Empower HR, Elevate Futures

Talent Nurturer

Name: Talent Nurturer
Description: Talent Nurturers are passionate HR professionals dedicated to optimizing employee development and growth. They use HRHarmony's personalized career path mapping to identify and foster the potential of every employee. Typically, they thrive in collaborative environments, focusing on mentorship and providing continuous feedback. They interact with the platform daily to assess skills, plan training programs, and track employee progression, ensuring that career development aligns with organizational needs.
Demographics: Aged 30-45, predominantly female, with a bachelor's or master's degree in HR or organizational psychology. Occupation as HR managers or talent development specialists, earning between $70,000 to $120,000 annually.
Background: Growing up in a family of educators, Talent Nurturers have always valued learning and development. They pursued degrees in HR or psychology and have spent the last decade in various HR roles, honing their skills in talent management. Frustrated by traditional performance evaluation methods, they sought innovative tools like HRHarmony to foster a more developmental approach to performance management.
Psychographics: Talent Nurturers believe in empowering individuals to reach their full potential. They value continuous learning, collaboration, and open communication. Their motivation stems from seeing others succeed and grow, often attending workshops and seminars about the latest trends in employee development and engagement.
Needs: They need tools that facilitate continuous feedback and development tracking, ensure alignment of employee goals with organizational objectives, and provide insights into employee performance trends to optimize career path mapping.
Pain: Finding it challenging to navigate outdated HR practices that hinder employee growth. They often deal with a lack of engagement from management in development initiatives, making it difficult to personalize growth plans.
Channels: They primarily use LinkedIn, HR forums, and webinars for networking and professional development. They also engage with HR blogs and online courses to keep up-to-date with the latest trends.
Usage: Talent Nurturers engage with HRHarmony daily for performance tracking, feedback solicitation, and employee development planning. They often integrate the platform with other learning management systems for seamless tracking.
Decision: Their decision-making process is influenced by employee feedback, organizational goals, and industry benchmarks. They seek tools that offer robust analytics and customizable features to enhance employee development and satisfaction.

Workplace Innovator

Name: Workplace Innovator
Description: Workplace Innovators thrive on creating dynamic and engaging work environments. They utilize HRHarmony's culture-builder toolkit to implement initiatives that drive collaboration and inclusivity within teams. These professionals are constantly brainstorming new ideas to enhance employee culture and improve workplace morale, frequently interacting with HRHarmony to measure the impact of their initiatives.
Demographics: Aged 25-40, equally split between genders, with a master's degree in organizational behavior or business management. They hold roles such as culture managers or HR consultants, with salaries ranging from $60,000 to $100,000.
Background: Having grown up in diverse environments, Workplace Innovators value inclusivity and innovation. They often have backgrounds in project management or employee engagement, leading them to develop a keen interest in workplace culture. Their experiences have shown them that a positive environment enhances productivity and retention, motivating them to pursue a career in HR.
Psychographics: Workplace Innovators are driven by curiosity and a desire to make the workplace a better place. They value feedback and collaboration, often seeking input from employees before implementing changes. They are passionate about creativity and enjoy problem-solving through innovative solutions.
Needs: They need user-friendly tools to measure employee engagement, track culture initiatives, and collect feedback. The ability to personalize culture-building activities is crucial for their role.
Pain: They often encounter resistance from leadership when proposing new culture initiatives and struggle to gather comprehensive feedback on cultural impact. Budget constraints can also limit their ability to roll out innovative ideas.
Channels: Workplace Innovators use social media platforms like Twitter and Instagram for inspiration, attend networking events, and often read industry-specific publications to gain insights.
Usage: They interact with HRHarmony weekly, primarily to track the effectiveness of their initiatives and gather data on workplace culture metrics. They tend to use it during team workshops and planning sessions.
Decision: Their decisions are heavily influenced by employee insights, trends in workplace culture, and data analytics from the HR platform, often linking expected outcomes to employee satisfaction and retention rates.

Compliance Advocate

Name: Compliance Advocate
Description: Compliance Advocates focus on maintaining adherence to legal standards within HR practices. They leverage HRHarmony's automated compliance updates to ensure all policies are up-to-date and accurately implemented. Often regarded as the 'gatekeepers' of the organization, they work tirelessly to mitigate compliance risks and educate staff on regulatory requirements.
Demographics: Aged 35-50, with a balanced male-to-female ratio. Typically hold a bachelor's degree in law, business, or human resources, and often work as compliance officers or HR directors with salaries from $80,000 to $130,000.
Background: With roots in law or regulatory affairs, Compliance Advocates have extensive knowledge of labor laws and regulations. Many hold certifications in HR compliance and have spent years navigating the complexities of human resources within various organizations. Their meticulous nature drives them to seek out tools that facilitate compliance assurance.
Psychographics: Compliance Advocates value integrity, thoroughness, and reliability. They believe in a strong ethical foundation within organizations and are motivated by the desire to protect their companies from potential legal issues while fostering a fair workplace.
Needs: They require a platform that automates compliance tracking, offers easy access to legal updates, and provides clear reporting mechanisms to demonstrate compliance initiatives effectively.
Pain: They often wrestle with keeping up with ever-changing regulations and educating staff on compliance practices. They may also face difficulties in getting buy-in from management for compliance-related initiatives.
Channels: They primarily rely on industry publications, legal newsletters, and online regulatory forums for updates. They also participate in compliance-related webinars and training sessions.
Usage: Compliance Advocates engage with HRHarmony every day to monitor compliance tasks and updates. They use the platform to conduct regular audits and checks within the HR framework.
Decision: Their decision-making process is guided primarily by legal requirements, audit results, and feedback from regulatory bodies, leading them to champion tools that enhance compliance efficiency and reporting accuracy.

Diversity Champion

Name: Diversity Champion
Description: Diversity Champions are committed to promoting diverse and inclusive workplaces. They use HRHarmony's culture-builder toolkit to implement initiatives that enhance representation across all levels of the organization. Their goal is to foster an environment where every employee feels valued and contributes to a rich workplace culture.
Demographics: Aged 30-45, with a slightly higher representation of females, typically possessing a master's degree in sociology, HR, or organizational development. They work as diversity and inclusion officers or HR business partners earning between $70,000 to $110,000 annually.
Background: Raised in multicultural environments, Diversity Champions have personal experiences that inform their commitment to inclusivity. They have worked in various HR roles, focusing on employee advocacy and organizational policy development. Their journey has been fueled by a passion for social justice and equality in the workplace.
Psychographics: Diversity Champions are empathetic, passionate, and driven by a strong sense of justice. They value diverse perspectives and believe that varied backgrounds lead to better organizational outcomes. They are often active in community initiatives and advocate for underrepresented groups.
Needs: They need tools that help track diversity metrics, facilitate training, and promote engagement in inclusion initiatives. Clear reporting features are critical for assessing progress and adjustments to strategies.
Pain: Struggling to effect change in organizations resistant to diversity initiatives, they often face challenges in measuring the impact of their efforts, leading to frustration when results do not meet expectations.
Channels: They are active on LinkedIn, participate in diversity forums, and attend seminars focused on inclusion and social responsibility, often seeking inspiration from peer organizations.
Usage: Diversity Champions use HRHarmony weekly to assess the effectiveness of their diversity initiatives, gather employee feedback, and plan future programs.
Decision: Their decisions are influenced by organizational culture assessments, employee feedback, and benchmarks from industry standards that demonstrate the value of diversity and inclusion initiatives.

Product Ideas

Feedback Flash: Feedback Flash is an instant feedback tool integrated within HRHarmony, allowing employees to give and receive feedback in real-time. This fosters open communication and promotes a culture of continuous improvement, enhancing employee engagement and performance tracking in a timely manner.
Culture Compass: Culture Compass is a feature designed to assess and visualize the organizational culture through surveys and analytics. This tool provides insights for Culture Builders and leaders to understand employee perceptions, measure cultural health, and develop targeted initiatives that enhance workplace environment.
Onboarding Adventure: Onboarding Adventure transforms the onboarding process into an engaging experience. By gamifying tasks and providing interactive checklists and milestones, new employees can feel welcomed and excited, ensuring a smoother transition into the organization while reducing early turnover rates.
SkillSync: SkillSync helps employees identify their current skills and career aspirations, linking them to available training resources and mentorship opportunities in the organization. It facilitates personalized development paths, enhancing employee growth and engagement while aligning with HR strategy.
Compliance Insights Hub: The Compliance Insights Hub is a centralized feature that aggregates regulatory changes and compliance data in real-time, tailored for Compliance Managers. It provides customizable alerts and insights, ensuring organizations remain compliant with minimal disruption to HR processes.
Engagement Pulse: Engagement Pulse leverages AI to conduct ongoing employee satisfaction surveys and pulse checks, providing real-time analytics on employee morale. This technology allows Employee Engagement Specialists to adapt initiatives quickly based on the insights provided, driving a responsive culture.
Diversity Dashboard: Diversity Dashboard offers analytics and visualizations related to diversity metrics within the organization. It empowers Diversity Champions to track progress, set goals, and develop initiatives that promote inclusivity and representation at all levels of the organization.

Product Features

Instant Recognition

Instant Recognition empowers employees to publicly acknowledge each other's achievements in real-time. This feature enhances positive reinforcement within teams, boosting morale and encouraging a culture of appreciation that leads to higher engagement and productivity.

Requirements

Real-Time Achievement Display

User Story: As an employee, I want to see real-time notifications of my colleagues' achievements so that I can celebrate their successes and contribute to a positive work environment.
Description: The Real-Time Achievement Display requirement ensures that all employee recognitions are immediately visible on the platform, creating a dynamic and engaging environment. This functionality includes notifications that can be sent to all team members whenever a recognition is made, allowing for instant celebration of achievements and reinforcing positive behavior within the team. The integration of this feature with the main dashboard will provide users quick access to current recognitions, thus enhancing employee morale and fostering a culture of appreciation and teamwork.
Acceptance Criteria: Real-Time Recognition Visibility for Team Members

Given an employee makes a recognition, when the recognition is submitted, then it should be visible on the team dashboard within 5 seconds.

Notifications for New Recognitions

Given a recognition is made by any team member, when the recognition is saved, then all team members should receive a notification within 10 seconds.

Accessibility of Recognitions on Mobile Devices

Given a user accesses the platform on a mobile device, when they open the dashboard, then the most recent recognitions should be displayed prominently.

Filtering Recognitions by Team or Date

Given a user selects filters on the recognition display, when they apply filters by team or date, then only the relevant recognitions should be visible.

User Interface Consistency and Design for Recognition Display

Given the recognition display is accessed, when it is viewed, then it should maintain consistent branding and design with the rest of the HRHarmony platform.

Search Functionality for Achievements

Given a user is on the recognition dashboard, when they type a keyword into the search bar, then relevant recognitions should be displayed based on that keyword.

Confirmation of Recognition Submission

Given a user submits a recognition, when the submission is complete, then the user should receive a confirmation message indicating the recognition was successful.

Custom Recognition Messages

User Story: As an HR manager, I want to be able to customize recognition messages to ensure that my team's achievements are appreciated in a way that resonates with their unique contributions, fostering a culture of recognition.
Description: The Custom Recognition Messages requirement allows users to personalize their recognition posts with customizable messages and emojis. This functionality enables employees to express their appreciation each time they acknowledge a colleague, making the recognitions more meaningful and personal. Integration with the platform's AI can provide suggested messages based on the context of the recognition, enhancing user engagement and promoting a more connected workplace culture.
Acceptance Criteria: User personalizes a recognition message for a colleague who has completed a successful project.

Given a user is on the Instant Recognition page, when they click on 'Create Recognition', then they should see a text box to enter a custom message and a selection of emojis to include.

User uses AI to fetch suggested messages for a recognition post.

Given a user selects an AI-generated suggestion, when they view the suggestion, then it should be editable before posting.

User successfully saves a customized recognition message with emojis for future use.

Given a user has entered a custom message and selected emojis, when they click 'Save as Template', then the message should be stored in the user's template library for future access.

User submits a recognition post with a custom message and emojis.

Given a user has entered a custom recognition message and selected emojis, when they click 'Post Recognition', then the recognition should appear on the dashboard and be visible to the recipient and their team.

User views recognition posts that include custom messages and emojis.

Given multiple recognition posts are made, when a user navigates to the recognition feed, then they should be able to view all posts with their respective custom messages and emojis clearly displayed.

User edits an existing recognition message they have previously posted.

Given a user has posted a recognition message, when they click on the 'Edit' option for that post, then they should be able to change the message and emojis and re-submit the recognition.

Peer Recognition Analytics

User Story: As a team leader, I want access to analytics on employee recognitions so that I can better understand team dynamics and drive initiatives to improve engagement and appreciation across all levels.
Description: The Peer Recognition Analytics requirement involves developing a dashboard that summarizes recognition patterns and trends across the organization. This feature will analyze who is receiving the most recognition, the types of achievements being acknowledged, and the overall engagement levels among employees. By providing insights into recognition dynamics, organizations can utilize this data to enhance employee engagement initiatives and address any imbalance in recognition distribution, ensuring that all employees feel valued.
Acceptance Criteria: Dashboard shows recognition trends for the past 30 days.

Given the user accesses the Peer Recognition Analytics dashboard, when they select the last 30 days, then the dashboard should display a summary of recognition trends including total recognitions, most recognized employees, and types of achievements acknowledged during that period.

Analysis of recognition patterns by department.

Given the user navigates to the recognition patterns section, when they filter by department, then the dashboard should present analytics showing recognition distribution across different departments, highlighting any disparities.

Real-time updates on new recognitions.

Given the recognition is given by an employee in the system, when another user looks at the dashboard, then the new recognition should appear in real-time without the need to refresh the page.

Comparison of recognition among employees.

Given two or more employees are selected for comparison, when the user views the comparison section, then the dashboard should display a side-by-side view of their recognition counts, types, and trend graphs over the past 3 months.

User feedback on the recognition feature.

Given that users utilize the Peer Recognition Analytics, when they provide feedback through a survey, then the system should capture and store feedback to analyze user satisfaction and areas for improvement.

Export recognition data for external reporting.

Given that a user wants to analyze recognition data outside the platform, when they select the export option, then the dashboard should generate a downloadable report in CSV format containing all relevant recognition data.

Gamification of Recognition

User Story: As an employee, I want to earn rewards for recognizing my colleagues so that I feel more motivated to participate in our company’s recognition culture.
Description: The Gamification of Recognition requirement introduces a points and rewards system that incentivizes employees to engage in recognizing their peers. Employees earn points for giving and receiving recognitions, and can redeem these points for rewards within the organization. This feature is designed to foster a more engaged workforce by encouraging friendly competition and collaboration among employees, ultimately leading to higher morale and productivity. Integration with existing HR systems will facilitate seamless tracking of points and rewards.
Acceptance Criteria: Employee Engagement in Recognition Program

Given that an employee logs into the HRHarmony platform, when they access the Instant Recognition feature, then they should be able to see a leaderboard displaying the top recognizers, their earned points, and the badges they've achieved for recognition actions.

Point Tracking for Recognition Actions

Given that an employee gives recognition to a peer, when the recognition is confirmed, then the system should automatically update both the giver's and receiver's point balance in real-time and display a notification of the points earned.

Reward Redemption Process

Given that an employee has accumulated enough points for a reward, when they navigate to the rewards catalog and select an item, then they should be able to redeem their points seamlessly, and the system should update their point total accordingly and confirm the redemption.

Integration with Existing HR Systems

Given that the HRHarmony system is connected with the existing HR system, when points are earned through the recognition feature, then those points should be reflected in the existing HR system without discrepancies and update in real-time.

Tracking User Engagement and Feedback

Given that the gamification feature is in use, when the HR manager generates a report on employee engagement, then the report should accurately reflect the number of recognitions given, points distributed, and overall employee satisfaction metrics derived from user feedback.

Gamification Participation Rate

Given that the gamification feature is launched, when a measurement of user engagement is conducted over a three-month period, then at least 60% of employees should have participated in giving or receiving recognition through the platform.

Notification System for Recognitions

Given that an employee gives recognition to a peer, when this action occurs, then both the giver and receiver should receive an immediate notification through the HRHarmony interface and email, ensuring visibility of the recognition.

Mobile Recognition Access

User Story: As a remote employee, I want to be able to recognize my colleagues from my mobile device so that I can participate in our company culture, regardless of my location.
Description: The Mobile Recognition Access requirement allows employees to recognize others via a mobile app interface. With mobile functionality, employees can acknowledge achievements anytime and anywhere, making it easier for team members to stay engaged, even while out of the office. This feature supports the increasingly mobile work environment and ensures that instant recognition is not limited to desktop usage only, promoting continuous engagement and appreciation throughout the organization.
Acceptance Criteria: Employees use the mobile app to recognize a team member’s achievement immediately during a team meeting.

Given the employee is logged into the mobile app, when they select a team member and enter a recognition message, then the app should display a confirmation that the recognition has been sent and update the team feed in real-time.

A manager wants to review recent recognitions given in the mobile app to provide feedback during a performance review.

Given the manager is logged into the mobile app, when they navigate to the recognition section, then they should see a list of the most recent recognitions with details including the recognizer, recipient, and message.

Employees are on a business trip and want to recognize a colleague’s achievement while away from the office.

Given the employee has an internet connection and is logged into the mobile app, when they attempt to send recognition, then the system should successfully process the request and notify the recipient regardless of their location.

A user receives a notification of a recognition they were awarded through the mobile app.

Given a user receives a notification on their mobile device, when they click on the notification, then they should be directed to the recognition details within the app showing the acknowledgment message and who recognized them.

An employee uses the mobile app to recognize a peer’s achievement on special company recognition days.

Given it is a designated recognition day, when an employee selects a peer and writes a recognition message through the mobile app, then the recognition should be highlighted with a special badge in the team feed and acknowledged by the system.

Users want to filter recognitions in the mobile app by date or team.

Given a user is in the recognition feed of the mobile app, when they apply filters by date or team, then the recognition list should update accordingly to show only relevant entries based on the selected criteria.

Feedback Loop Tracker

The Feedback Loop Tracker monitors the flow of feedback exchanged between employees and managers. By visualizing feedback interactions and trends over time, it allows users to identify areas for improvement and track progress towards goals, ensuring timely follow-ups and enhanced communication.

Requirements

Real-time Feedback Visualizer

User Story: As an HR manager, I want to see real-time feedback interactions so that I can respond promptly to employee concerns and foster a culture of continuous improvement.
Description: The Real-time Feedback Visualizer allows users to view feedback interactions in real time, offering visual indicators of ongoing feedback exchanges between managers and employees. This requirement enhances communication by providing immediate insights into feedback trends, helping teams to quickly identify and address areas for improvement. By integrating seamlessly with the existing HRHarmony platform, it ensures that users can engage effectively and stay informed on follower feedback progress, leading to a more engaged workforce.
Acceptance Criteria: User is logged into the HRHarmony platform and navigates to the Feedback Loop Tracker to view real-time feedback interactions.

Given that the user is logged in, when they select 'Feedback Loop Tracker', then the system should display a dashboard with real-time feedback exchanges between employees and managers, visualized with distinct color codes for positive, neutral, and negative feedback instances.

The system is expected to provide trending analytics for feedback interactions over the last month.

Given that the user selects the 'Trending Feedback' option, when they request analytics for the last month, then the system should present a visual graph indicating the volume of feedback interactions, categorized by positive, neutral, and negative over that period.

A manager wants to receive alerts for pending feedback replies from their team members.

Given that a manager is using the Feedback Loop Tracker, when any team member has not responded to a feedback request within 48 hours, then the system should send a notification alerting the manager of the pending reply.

An employee is viewing their individual feedback trends and interactions with their manager.

Given that the employee is logged in and accessing their personal feedback page, when they view the feedback trends, then the system should display a summary of all feedback received and given in the past month, along with the average response time.

The system should allow users to filter feedback interactions by specific timeframes.

Given that the user is in the Feedback Loop Tracker, when they select a custom date range for feedback interactions, then the system should update the displayed feedback data to reflect only interactions that occurred within the specified timeframe.

The feedback visualizer must be responsive and accessible across devices.

Given that the user accesses the Feedback Loop Tracker from either a desktop, tablet, or smartphone, when the user navigates to the feedback section, then the layout should be fully responsive, ensuring all visual elements are clear and functional on any device.

Users should be able to export feedback interaction data for reporting purposes.

Given that the user is within the Feedback Loop Tracker, when they select the export option, then the system should generate a CSV report of feedback interactions, including timestamps, feedback types, and respondents, ready for download.

Feedback Trend Analysis

User Story: As a team leader, I want to analyze feedback trends over time so that I can recognize patterns in employee engagement and make informed decisions for team development.
Description: Feedback Trend Analysis aggregates feedback data over time to generate actionable insights into employee performance and engagement. By utilizing analytics tools, this requirement allows managers to track performance metrics, identify trends, and establish benchmarks for various teams. This capability helps HR professionals to implement targeted development strategies, ultimately contributing to employee satisfaction and retention through informed decision-making.
Acceptance Criteria: Managers need to analyze aggregated feedback data for their teams on a quarterly basis to evaluate performance and engagement metrics, allowing them to track improvements over time and adjust their strategies accordingly.

Given that the manager accesses the Feedback Trend Analysis tool, when they select a specific team and time frame, then the system should display aggregated feedback data with visual trends and actionable insights derived from that data.

HR professionals are conducting a biannual review of employee satisfaction and retention strategies, utilizing feedback gathered over the past six months to identify trends and formulate new initiatives.

Given that the HR professional inputs the desired time frame into the Feedback Trend Analysis feature, when they generate the report, then they should receive a comprehensive summary of trends, key performance indicators, and benchmarks relevant to employee engagement.

Employees provide feedback through multiple channels, and managers want to visualize this feedback’s frequency and impact over time to improve communication and follow-up processes.

Given that the manager is reviewing the feedback interactions dashboard, when they filter the data based on type of feedback, then they should see a clear visualization showing frequency, trends, and a breakdown of feedback impact by categories.

During a team meeting, managers want to present insights from the feedback trend analysis to inform decision-making about performance reviews and potential training opportunities for their team members.

Given that the manager has generated the analysis report, when they present the findings during the meeting, then the report should include visual aids such as graphs or charts highlighting critical insights and recommendations.

HR teams need to ensure that the feedback collected is consistently monitored for compliance with organizational standards and benchmarks for employee engagement and performance.

Given that the HR team reviews the compliance metrics section of the Feedback Trend Analysis, when they analyze the metrics, then they should find that the data aligns with the organizational standards set for employee feedback and engagement levels.

A new feature is being tested, and managers need to assess the usability of the Feedback Trend Analysis tool with live data before it goes into full production.

Given that the tool is in the testing phase, when managers use the Feedback Trend Analysis with live employee feedback data, then the feedback should be accurate, actionable, and reflect real-time trends without errors.

Goal-Setting Integration

User Story: As an employee, I want to link my feedback with my performance goals so that I can stay focused on achieving them and track my progress effectively.
Description: The Goal-Setting Integration connects feedback loops with individual and team goals, enabling seamless tracking of progress towards set objectives. This requirement aligns feedback with performance expectations and fosters accountability by ensuring that employees and managers are aware of their goals through ongoing communication. The integration is critical in enhancing the effectiveness of feedback mechanisms by tying them directly to measurable outcomes, thereby improving team performance.
Acceptance Criteria: Integration of feedback loops with individual goal-setting for performance tracking.

Given an employee and manager have defined individual goals, when feedback is provided, then the feedback must be linked to these specific goals in the system.

Tracking progress towards team goals through feedback interactions over a specified timeframe.

Given a team has established shared goals, when feedback is exchanged, then the system must display a clear visualization of the team's progress towards those goals.

Regular notifications for employees and managers regarding feedback and goal completions.

Given feedback is linked to goals, when a specific milestone is reached or feedback is overdue, then a notification is sent to both the employee and the manager.

Reviewing historical feedback data to identify trends related to goal achievement.

Given there is historical feedback data, when a user requests to view feedback over the last quarter, then the system must provide a report detailing feedback trends related to goal progress.

Generates a performance report based on feedback and goal completion rates for individual employees.

Given an employee's feedback and goal data, when a performance report is requested, then the report must include metrics on feedback received vs goals met.

Integration of AI recommendations based on feedback and goal tracking data.

Given enough feedback and goal-tracking data, when an employee accesses their profile, then the system must provide personalized AI-driven recommendations based on their performance.

Ensuring the feedback loop's effectiveness by monitoring employee engagement in the goal-setting process.

Given the establishment of feedback loops, when employees engage in setting and reviewing their goals, then a satisfaction score must be captured and analyzed.

Automated Follow-Up Reminders

User Story: As a manager, I want to receive automated reminders for feedback follow-ups so that I can ensure that important discussions happen on schedule and I don’t miss critical feedback sessions.
Description: Automated Follow-Up Reminders provide users with timely notifications regarding pending feedback actions or follow-ups. This requirement automates the follow-up process, ensuring that feedback discussions are not overlooked and fostering a proactive communication ethos within organizations. By integrating with calendar systems and user preferences, it enhances the likelihood of meaningful discussions taking place and contributes to a more responsive feedback culture.
Acceptance Criteria: User receives a notification about pending feedback action two days before a scheduled meeting.

Given a user has pending feedback actions and a meeting scheduled, when the automated follow-up reminder is triggered, then the user should receive a notification at least two days before the meeting via their preferred notification channel.

Users can customize their reminder settings through their profile.

Given a user is in their profile settings, when they access the follow-up reminder preferences, then they should be able to enable or disable reminders, choose notification types (email, SMS, app notification), and set the reminder frequency.

The system integrates with the user's calendar to identify relevant meeting times for feedback discussions.

Given a user has connected their calendar to HRHarmony, when a meeting is scheduled that involves feedback discussion, then the system should automatically suggest follow-up reminders based on the meeting time and the user's predefined settings.

Users receive notifications for follow-ups that have been overdue for a week or more.

Given a user has overdue feedback follow-ups, when the system checks for overdue actions, then the user should receive an escalation notification indicating the overdue follow-ups and suggested next steps.

Feedback loop participants are reminded to follow-up on feedback discussions after a specified period.

Given feedback has been exchanged between a user and their manager, when the specified follow-up period has passed, then both parties should receive a reminder to continue the feedback discussion.

The user can view all upcoming follow-up reminders in a centralized dashboard.

Given a user accesses their feedback dashboard, when they navigate to the reminders section, then they should see a list of all upcoming follow-up reminders with associated deadlines and actions needed.

Users can opt-in to receive reminders through multiple channels simultaneously.

Given a user is updating their notification preferences, when they select multiple notification channels for follow-up reminders, then they should receive confirmation that reminders will be sent through all selected channels.

Customized Feedback Templates

User Story: As an HR professional, I want to create customized feedback templates that reflect our company culture so that our feedback process feels more personal and relevant to employees.
Description: Customized Feedback Templates empower users to tailor feedback mechanisms to their organizational culture and specific team needs. This requirement includes options for creating, editing, and sharing templates that reflect company values and practices, ensuring that feedback is relevant and constructive. By providing a dynamic system for feedback interactions, it improves the quality of communication and encourages employees to engage in discussions that align with their goals and values.
Acceptance Criteria: Employee customization for feedback templates based on individual roles and preferences.

Given an HR manager with access to the Feedback Loop Tracker, when they create a feedback template, then they should be able to select from various input fields reflecting the company's core values and employee roles, and the template should save these customizations for future use.

Editing existing feedback templates to ensure they stay relevant over time.

Given an HR manager has an existing feedback template in the Feedback Loop Tracker, when they initiate the edit process, then they should be able to modify template fields, save the changes, and verify that the updated template reflects the new content correctly in the system.

Sharing customized feedback templates among team leads to foster collaboration in feedback processes.

Given a customized feedback template is created by an HR manager, when they share the template with a team lead via the platform, then the team lead should receive a notification and have full access to edit and use the template within their own team.

Tracking the usage of customized feedback templates to evaluate engagement and effectiveness.

Given multiple feedback templates have been created and shared, when the HR manager accesses analytics from the Feedback Loop Tracker, then they should see usage statistics for each template, including number of uses, completion rates, and feedback scores gathered using each template.

Ensuring user permissions are properly set for creating, editing, and sharing feedback templates.

Given an HR manager and a regular employee, when the HR manager attempts to grant editing access to a feedback template, then the regular employee should only have 'view' access unless explicitly granted editing rights by the HR manager.

Validating the alignment of feedback templates with organizational values during creation.

Given a feedback template is being created, when the HR manager selects specific corporate values during the customization process, then the system should display guidelines and examples to ensure the template aligns with these values before finalizing saving.

Feedback History Log

User Story: As an employee, I want to access my feedback history so that I can review previous discussions and track my development over time.
Description: The Feedback History Log captures all feedback interactions in a timeline format, providing a comprehensive record that can be accessed by both employees and managers. This transparency encourages accountability and allows both parties to refer back to previous interactions, thereby fostering a culture of informed communication. This requirement enhances the overall effectiveness of feedback processes by ensuring that valuable insights are not lost, contributing to improved performance over time.
Acceptance Criteria: Recording Feedback Interactions for Performance Review

Given a manager has provided feedback to an employee, when the feedback is logged, then the interaction should appear on the employee's Feedback History Log with the accurate timestamp and content details.

Accessing Feedback History for Review

Given an employee wants to review their feedback, when they access the Feedback History Log, then they should see a complete and chronological timeline of all feedback interactions they've had with their manager.

Monitoring Trends in Feedback Over Time

Given a manager is analyzing feedback trends, when they filter the Feedback History Log by date range, then they should see visual representations of feedback interactions and trends during that specified period.

Usage of Feedback Log for Development Plans

Given a manager is creating a development plan for an employee, when they access the Feedback History Log, then they must be able to reference specific feedback entries to support their recommendations effectively.

Employee Accountability Through Feedback Records

Given an employee has received feedback, when they log in to their account, then they should see a notification summarizing their recent feedback interactions in their Feedback History Log.

Ensuring Privacy and Security of Feedback Records

Given the sensitive nature of feedback, when feedback interactions are logged, then all entries should be encrypted and accessible only to the involved employee and their manager.

Generating Reports from Feedback History

Given an HR professional requires insights for organizational improvements, when they generate a report from the Feedback History Log, then the report should include key metrics, trends, and summary insights on feedback interactions.

Real-Time Insights

Real-Time Insights delivers actionable analytics based on the feedback received. This feature provides managers and HR professionals with key metrics and trends around employee performance and engagement so they can make informed decisions on development initiatives and employee support.

Requirements

Dynamic Reporting Dashboard

User Story: As an HR manager, I want to access a customizable reporting dashboard so that I can view real-time employee performance metrics relevant to my team's needs and make informed decisions quickly.
Description: The Dynamic Reporting Dashboard provides a customizable interface for HR professionals and managers to view real-time metrics and analytics on employee engagement and performance. This requirement focuses on enabling users to select specific parameters, such as department, timeframes, and performance indicators, to generate tailored reports that highlight trends and actionable insights. The dashboard will have interactive elements such as graphs and charts, allowing users to drill down into specific data points for deeper analysis. By facilitating immediate access to crucial information, this requirement enhances decision-making and supports targeted development initiatives, ultimately fostering a more engaged and productive workforce.
Acceptance Criteria: User customizes the reporting dashboard to display metrics for the Sales department for the past quarter.

Given the user is on the Dynamic Reporting Dashboard, when they select 'Sales' from the department dropdown and set the date range to the last quarter, then the dashboard displays only the relevant performance and engagement metrics for that department and time period.

User generates a report comparing employee performance across different departments.

Given the user has selected multiple departments in the parameter settings, when they click on 'Generate Report', then the system produces a comprehensive report displaying performance metrics for all selected departments side by side.

User drills down into specific data points within the dashboard.

Given the user is viewing a chart on employee engagement, when they click on a specific data point in the chart, then the system should show detailed information associated with that data point in a pop-up or side panel.

User sets up an alert for important performance metrics.

Given the user has access to the reporting dashboard, when they specify criteria for performance metrics that require attention (e.g., below 70% engagement), then the system sends an alert to the user via email or notification when these thresholds are met.

User saves a customized report for future access.

Given the user has adjusted the report parameters and generated a report, when they choose to save the report, then the system allows the user to name and save that report for easy retrieval later from a 'Saved Reports' section.

User views real-time performance metrics.

Given the dashboard is designed to show real-time data, when the user accesses the dashboard, then it automatically refreshes the metrics every 5 minutes to reflect the latest data.

User accesses historical data through the dashboard.

Given the user specifies a custom date range beyond the last quarter, when they configure the dashboard to show metrics for that period, then the system retrieves and displays the historical performance metrics accurately.

Feedback Categorization System

User Story: As an HR professional, I want to categorize employee feedback so that I can quickly identify trends and focus on specific areas needing improvement.
Description: The Feedback Categorization System enables the efficient organization and analysis of employee feedback by categorizing inputs into predefined themes such as training needs, workplace culture, or managerial effectiveness. This requirement aims to streamline the process of sifting through qualitative feedback data, allowing HR professionals and managers to identify common themes and areas for improvement systematically. The system will utilize AI to suggest categories based on trends in the feedback collected, enhancing the organization’s ability to respond to employee needs and drive continuous improvement within the workplace. The implementation of this feature will ultimately lead to better-targeted employee engagement programs and development strategies.
Acceptance Criteria: As an HR professional, I need to categorize employee feedback into themes so that I can analyze trends and identify areas for improvement during performance reviews.

Given a collection of employee feedback, when I input this data into the system, then the system categorizes the feedback into predefined themes with at least 90% accuracy.

As a manager, I want to receive notifications about newly categorized feedback, so I can promptly address issues and implement changes based on employee suggestions.

Given new feedback has been categorized, when the categorization is completed, then the system sends notifications to the relevant stakeholders within 5 minutes.

As an HR analyst, I want to generate reports based on categorized feedback themes to present to the management team for strategic planning sessions.

Given feedback has been categorized, when I request a report, then the system generates a summary report that includes at least 3 key insights and can be exported in PDF format.

As an HR professional, I want the categorization system to learn from past feedback usings AI, so that it improves its categorization accuracy over time.

Given feedback has been categorized multiple times, when I review the categorization after processing 100 feedback entries, then the AI system shows a 10% improvement in categorization accuracy compared to the initial categorization.

As a team lead, I want to access the categorized feedback data in real-time to discuss it in team meetings, so we can collaboratively decide on action items.

Given I am logged into the system, when I access the feedback dashboard, then I can view categorized feedback data updated in real-time without delays.

As an HR professional, I want to customize categories based on the specific needs of our organization, so that feedback can be aligned with our strategic goals.

Given I have admin access, when I create a new category, then it should be reflected in the feedback categorization options immediately and allow for feedback submission.

As a compliance officer, I need to ensure that the feedback categorization system complies with data protection laws, so that employee confidentiality is maintained while analyzing feedback.

Given the implementation of the feedback categorization system, when I review the data handling processes, then I can verify that all categorized feedback adheres to relevant data protection regulations (e.g., GDPR).

Automated Alerts for Performance Trends

User Story: As a manager, I want to receive automated alerts when performance metrics indicate changes so that I can respond promptly to support my team.
Description: The Automated Alerts for Performance Trends feature will proactively notify HR professionals and managers when significant changes occur in employee performance metrics. This requirement involves setting up a system of alerts based on predefined thresholds that can indicate positive or negative shifts in engagement or productivity levels. By providing timely notifications, managers are empowered to take swift action to address issues or recognize achievements, promoting a culture of responsiveness and recognition within the organization. This feature will be integral to maintaining an engaged workforce and ensuring performance management practices are both proactive and informed.
Acceptance Criteria: Automated alerts are triggered when an employee's performance metrics significantly drop below the predefined threshold over a period of two consecutive weeks, ensuring HR managers are promptly notified to investigate and address the concern.

Given the performance metrics threshold is set, When the employee's performance metrics drop below this threshold for two consecutive weeks, Then an automated alert is sent to the HR manager and relevant stakeholders.

HR professionals receive alerts when employee engagement scores exceed a certain positive threshold, allowing them to recognize and reward exceptional performance in a timely manner.

Given the engagement score thresholds are established, When the engagement score exceeds the positive threshold, Then an automated alert is generated and sent to the HR manager for action.

The alert system allows HR professionals to customize thresholds for different teams, ensuring that context-specific performance metrics are appropriately monitored and acted upon.

Given that HR professionals have the capability to customize team-specific thresholds, When a threshold is changed, Then the system successfully updates the alert parameters accordingly and confirms the update to the HR professional.

Alerts are documented in a tracking system so that HR professionals can analyze past performance trends and responses to alerts over time, contributing to informed decision-making.

Given alerts are generated by the system, When an alert occurs, Then a log entry is created in the tracking system with relevant details including the date, employee involved, and type of alert.

The alert notification system must integrate seamlessly with the existing HRHarmony dashboard, allowing users to receive updates without needing to change platforms or processes.

Given the alert system is integrated with the HRHarmony dashboard, When an alert is triggered, Then it should appear as a notification on the dashboard for HR professionals to review.

All stakeholders can opt-in for varying levels of notification (immediate, daily summaries, or weekly digests) according to their roles, ensuring that everyone is updated in a manner that suits their workflow.

Given that stakeholders can choose their notification preferences, When a preference is set, Then alerts adhere to the specified frequency and format chosen by the stakeholder.

The alert system must maintain data security and compliance with relevant regulations (e.g., GDPR), ensuring that only authorized personnel can access sensitive performance data.

Given the need to comply with data protection regulations, When an alert is generated, Then access to the alert data must be restricted to authorized HR personnel only, with audit logs maintained of who accessed the data.

Employee Suggestion Box

User Story: As an employee, I want to submit suggestions anonymously so that I can freely express my thoughts on workplace improvements without fear of backlash.
Description: The Employee Suggestion Box serves as a platform for employees to submit their ideas, feedback, and suggestions in a structured manner. This requirement will focus on providing an easily accessible feature within the platform where employees can share their thoughts on workplace improvements, policy changes, or other relevant topics. The system will allow for anonymous submissions if desired, fostering a culture of openness and empowering employees to voice their opinions without fear of retribution. The collected suggestions can be categorized and subsequently analyzed by HR professionals to identify actionable insights that contribute to a positive workplace culture and enhance employee engagement.
Acceptance Criteria: Employees can access the Employee Suggestion Box from their dashboard at any time during their login session.

Given that an employee is logged into their account, when they navigate to the dashboard, then they should see a clearly marked link or button labeled 'Employee Suggestion Box' that directs them to the suggestion submission form.

Employees need to submit a suggestion anonymously if they choose to do so.

Given that an employee is on the suggestion submission form, when they select the option for anonymity before submitting their suggestion, then their identity should not be associated with the submission in the backend tracking system.

HR professionals should be able to categorize and analyze the suggestions received through the Employee Suggestion Box.

Given that HR professionals access the suggestion management interface, when they view submitted suggestions, then they should have the functionality to categorize each suggestion by predefined tags and generate reports based on these categories for analysis.

Employees receive confirmation after submitting their suggestion, reinforcing engagement.

Given that an employee has successfully submitted a suggestion, when they submit the suggestion, then they should receive a confirmation message on the screen and an email acknowledging receipt of their suggestion.

The system should prevent duplicate submissions to maintain clarity in suggestions.

Given that an employee has submitted a suggestion, when they attempt to submit the same suggestion again in a short time frame, then they should receive a notification indicating that their suggestion has already been submitted and will not be counted again.

HR professionals must be able to view trends in submitted suggestions over time to identify common themes.

Given that HR professionals are in the analytics section of the platform, when they access the trends section for the Employee Suggestion Box, then they should see visual graphs highlighting the frequency and categories of suggestions submitted over time.

Engagement Survey Customization

User Story: As an HR manager, I want to customize our engagement surveys so that they reflect our organization's goals and gather relevant feedback from employees.
Description: The Engagement Survey Customization feature allows HR professionals to tailor employee engagement surveys based on the unique needs and characteristics of their organization. This requirement involves creating a user-friendly interface where survey questions can be edited, added, or removed as necessary, aligning the survey with specific company initiatives or cultural values. By facilitating customization, this feature enhances the relevance and effectiveness of engagement surveys, leading to more meaningful feedback from employees. The insights generated from these refined surveys will be key to developing targeted strategies aimed at improving overall employee satisfaction and engagement.
Acceptance Criteria: User Definition of Survey Questions

Given an HR professional accessing the Engagement Survey Customization feature, when they navigate to the survey question section, then they should be able to add, edit, and remove questions easily through an intuitive user interface.

Alignment with Company Initiatives

Given a customized engagement survey template, when saved, then it must reflect the selected company initiatives and cultural values defined by the HR professional.

User-Friendly Interface for Customization

Given an HR professional utilizing the engagement survey customization interface, when they interact with the interface, then the workflow should enable them to customize the surveys without requiring technical assistance.

Real-Time Update of Survey Customization

Given an HR professional makes changes to the survey questions, when they save the changes, then the updates should be immediately reflected in the preview of the survey.

Feedback Collection and Analysis

Given the customized engagement survey has been distributed, when employees submit their responses, then the analytics dashboard should reflect the results in real-time with actionable insights on employee engagement.

Adaptability of Survey to Different Departments

Given engagement surveys are tailored, when the HR professional selects different departments, then they should be able to create department-specific surveys with relevant questions, demonstrating adaptability.

Access Control for Survey Customization

Given multiple HR users in the system, when accessing the engagement survey customization feature, then only authorized personnel should have the ability to edit or delete survey questions, ensuring data integrity.

Integration with Third-Party Tools

User Story: As an HR professional, I want HRHarmony to integrate with our existing project management tools so that I can consolidate all performance data in one place.
Description: The Integration with Third-Party Tools requirement focuses on enabling HRHarmony to seamlessly connect with popular third-party applications used for project management, communication, and performance tracking. By establishing API connections, this feature will streamline data exchange between systems, eliminating redundant data entry and enhancing the overall efficiency of HR processes. This capability will provide a holistic view of employee performance and engagement by aggregating data from various sources, allowing HR professionals to make data-driven decisions more effectively. Such integrations will also enhance the user experience by allowing the existing tools to be utilized alongside HRHarmony without disruption.
Acceptance Criteria: Integration with popular project management tools such as Trello and Asana

Given that the HRHarmony platform is connected to a project management tool, When a user updates an employee's performance metrics in HRHarmony, Then the data should automatically reflect in the connected third-party application within 5 minutes.

Integration with communication tools like Slack and Microsoft Teams

Given that HRHarmony is integrated with a communication tool, When an employee receives feedback through the platform, Then a notification should be sent to the respective employee's channel in the communication tool immediately after the feedback is given.

Aggregation of data from multiple integrations for holistic reporting

Given that HRHarmony has received data from various third-party applications, When a user generates a performance report, Then the report should include consolidated metrics from all connected applications, reflecting accurate employee performance trends.

User authentication and authorization for integrated apps

Given that HRHarmony has established integration with third-party tools, When a user attempts to access integrated functionalities, Then the system should verify user permissions based on roles set in both HRHarmony and the third-party application before granting access.

Real-time data syncing across integrations

Given that HRHarmony is connected to external systems, When a data change occurs in one of the third-party applications, Then the corresponding data in HRHarmony should be updated in real-time or within a maximum of 5 minutes.

Management of third-party integration settings

Given that an HR professional wants to manage integration settings, When they navigate to the settings page in HRHarmony, Then they should be able to view, edit, or disable all currently connected third-party integrations.

User training and support for new integrations

Given that new integrations have been introduced to HRHarmony, When a user accesses the training materials provided, Then they should find comprehensive guides on how to set up and utilize the new integrations effectively.

Smart Suggestions

Smart Suggestions analyzes feedback content to offer personalized recommendations for action. It helps users identify development opportunities and suggest ways to apply feedback constructively, promoting growth and continuous improvement.

Requirements

Feedback Analysis Engine

User Story: As an HR manager, I want to receive analyzed feedback summaries so that I can quickly understand employee sentiments and address their concerns effectively.
Description: The Feedback Analysis Engine automatically categorizes and evaluates employee feedback to extract key insights and trends. It leverages natural language processing (NLP) algorithms to interpret sentiment, relevance, and urgency within the feedback, presenting actionable data to HR professionals. This feature enhances data-driven decision making, allowing organizations to respond to employee concerns more effectively and tailor development strategies accordingly. Furthermore, it integrates seamlessly with existing HRHarmony modules, ensuring a holistic understanding of employee sentiments across various touchpoints within the platform.
Acceptance Criteria: User submits employee feedback through the HRHarmony platform, triggering the Feedback Analysis Engine to analyze and categorize the feedback automatically.

Given a user submits feedback, When the Feedback Analysis Engine processes the feedback, Then it should categorize the feedback into at least three relevant categories (e.g., 'Positive', 'Negative', 'Neutral').

The Feedback Analysis Engine interprets the sentiment of an employee's feedback to determine overall employee satisfaction.

Given feedback containing multiple sentences, When processed by the Feedback Analysis Engine, Then it should output a sentiment score between -1 (very negative) and +1 (very positive) reflecting overall sentiment accuracy.

HR professionals review feedback reports generated by the Feedback Analysis Engine to identify trends and insights for strategic planning.

Given HR professionals access the feedback report, When they view the report generated by the Feedback Analysis Engine, Then it should display key trends with actionable insights based on the categorized feedback.

The Feedback Analysis Engine integrates with the existing HRHarmony modules to ensure a comprehensive understanding of employee sentiments across various touchpoints.

Given integration points with other HR modules, When a user accesses feedback reports, Then the reports should include insights derived from at least three different HR modules (e.g., Performance Management, Onboarding).

The system alerts HR professionals about urgent feedback requiring immediate attention based on the analysis of employee feedback.

Given feedback identified as urgent, When processed by the Feedback Analysis Engine, Then it should trigger an alert to HR professionals detailing the feedback's urgency and suggested next steps.

Development Opportunity Identifier

User Story: As an employee, I want personalized development recommendations based on feedback so that I can take specific actions to improve my performance and career progression.
Description: The Development Opportunity Identifier assesses employee strengths and areas for improvement based on aggregated feedback data. By utilizing machine learning algorithms, this feature flags potential development opportunities for each employee, suggesting relevant training modules, mentoring options, and performance improvement plans. This capability enhances employee engagement by providing tailored recommendations that align with individual career goals and organizational needs, fostering a culture of continuous development and growth within the company.
Acceptance Criteria: Employee receives aggregated feedback from multiple sources, including managers, peers, and self-assessments, through the HRHarmony platform.

Given an employee has received feedback, When the Development Opportunity Identifier processes the feedback, Then the system must generate a list of at least three specific development opportunities tailored to the individual’s strengths and weaknesses.

HR manager is using the HRHarmony dashboard to monitor employee feedback and identify training needs across the team.

Given the HR manager accesses the Development Opportunity Identifier feature, When the dashboard refreshes, Then the system must display a visual representation of potential development opportunities for each employee based on their feedback.

An employee initiates a self-assessment to reflect on their career goals and areas for improvement.

Given an employee completes a self-assessment, When the Development Opportunity Identifier is engaged, Then the system must provide a personalized summary of development opportunities including suggested training modules and mentoring options.

The HR team evaluates the effectiveness of the Development Opportunity Identifier after its implementation.

Given a set date has passed since the deployment of the feature, When the HR team reviews the development opportunities flagged by the identifier, Then at least 75% of those flagged opportunities must correlate with improved employee performance ratings in subsequent evaluations.

An employee receives notifications about suggested training modules and mentoring options derived from their feedback analysis.

Given the Development Opportunity Identifier has processed feedback, When the system issues recommendations, Then the employee must receive a notification containing at least two recommended actions for development within 24 hours.

Mentors are selected based on the flagged development opportunities for an employee.

Given an employee has been identified for development opportunities, When the HR manager accesses the mentoring options, Then the system must match the employee with at least two available mentors whose expertise aligns with the identified development areas.

Actionable Recommendations Dashboard

User Story: As a team leader, I want to see a dashboard of actionable recommendations for each team member so that I can help guide individual performance improvement efforts effectively.
Description: The Actionable Recommendations Dashboard serves as a centralized hub where users can view personalized suggestions based on feedback and performance metrics. This interactive dashboard allows employees and managers to track progress against recommended actions, set goals, and visualize outcomes. By offering a clear overview of suggested next steps, this feature encourages accountability and allows for ongoing discussions between employees and their managers regarding performance improvement. Its intuitive design enhances user experience, making it simple for users to engage with their development path actively.
Acceptance Criteria: User accesses the Actionable Recommendations Dashboard after receiving feedback from their manager about their performance.

Given a user has received feedback and wants to improve their performance, when they access the Actionable Recommendations Dashboard, then they should see personalized recommendations based on that feedback, with clear action items listed.

A manager reviews the Actionable Recommendations Dashboard to monitor their team's progress on development goals.

Given a manager is logged into the Actionable Recommendations Dashboard, when they select an employee's profile, then they should be able to view that employee's progress on all recommended actions with visual indicators for completion status.

An employee sets a new goal based on the recommendations shown in the Actionable Recommendations Dashboard.

Given an employee is on the Actionable Recommendations Dashboard, when they select a recommendation and set it as a goal, then they should receive a confirmation message and see the goal reflected in their dashboard with a progress tracker.

A user completes a recommended action and wants to mark it as done in the Actionable Recommendations Dashboard.

Given a user has completed a recommended action, when they click the 'Mark as Done' button beside that action, then the action should be removed from the active recommendations list and a completion date should be recorded.

HR reviews the overall effectiveness of the Actionable Recommendations Dashboard in improving employee performance.

Given that the Actionable Recommendations Dashboard has been in use for at least one quarter, when HR analyzes the performance metrics, then they should observe an increase in employee performance ratings corresponding to the recommendations made in the dashboard.

A user interacts with the Actionable Recommendations Dashboard and provides feedback on its usability and effectiveness.

Given that a user has engaged with the Actionable Recommendations Dashboard for a sufficient period, when they submit feedback via the provided option, then the system should acknowledge receipt of the feedback and offer an option to submit suggestions for improvement.

Integration with Learning Management Systems (LMS)

User Story: As a training coordinator, I want to link feedback analysis with our LMS so that I can provide employees access to relevant training materials tailored to their improvement areas.
Description: The Integration with Learning Management Systems (LMS) feature allows HRHarmony to connect with external and internal LMS platforms to provide a seamless flow of personalized training recommendations based on feedback analysis. This integration ensures that training opportunities are readily available and aligned with identified development needs. By connecting feedback insights with learning resources, organizations can create a cohesive approach to employee development, ensuring that employees have the tools they need to succeed and grow in alignment with organizational goals.
Acceptance Criteria: User initiates a feedback analysis which identifies specific development needs that align with both individual and organizational goals, triggering the Smart Suggestions to recommend relevant training courses available in the integrated LMS.

Given that the user has received feedback identifying their development needs, when they access the Smart Suggestions feature, then the system must display at least three personalized training recommendations from the connected LMS that match those needs.

An HR manager sets up and configures the integration between HRHarmony and a selected LMS, ensuring that feedback from the Smart Suggestions is correctly linked to available training resources.

Given that the HR manager is in the integration setup page, when they successfully connect to an LMS using valid credentials, then the system should confirm the connection and display a status message indicating that the integration is active.

An employee receives feedback after a performance review, prompting the Smart Suggestions feature to recommend actionable steps and training opportunities based on the feedback.

Given that the employee has completed a performance review, when they view the Smart Suggestions feature, then the system must show actionable steps along with at least one link to relevant training courses in the LMS.

During a quarterly review, the HR department measures the effectiveness of the Smart Suggestions integration with the LMS by tracking employee training participation and performance improvements.

Given that the HR department has access to training data, when they analyze employee participation and performance metrics post-training, then there should be a measurable increase in performance scores for at least 70% of the employees who participated in the recommended training.

An organization modifies its training programs based on aggregated feedback from the Smart Suggestions feature and their correlation with LMS training outcomes.

Given that the organization collected feedback and training results, when they review the training program effectiveness report, then there must be documented changes made to at least 20% of existing training programs based on the insights derived from the feedback analysis.

HR managers and team leaders review the combined insights from employee feedback and LMS data to inform strategic workforce development initiatives.

Given that the HR managers and team leaders have accessed the analytics dashboard, when they generate a report, then it should reflect insights from both the feedback received and the training completion rates, allowing them to make data-driven decisions about future training initiatives.

Performance Tracking Enhancements

User Story: As an employee, I want to track my performance over time in relation to the feedback and recommendations I receive, so that I can monitor my growth and improvement accurately.
Description: Performance Tracking Enhancements will augment the existing performance tracking capabilities by incorporating insights derived from the Smart Suggestions feature. It will allow users to visualize performance over time against the recommendations made based on feedback. This improved tracking mechanism will empower employees to take control of their growth and allow managers to have more meaningful discussions during performance reviews. Additionally, it aids in identifying patterns and correlating feedback with performance outcomes across teams.
Acceptance Criteria: User views performance tracking dashboard after implementing Smart Suggestions to assess progress over time.

Given the user has received feedback and implemented Smart Suggestions, when the user accesses the performance tracking dashboard, then the dashboard should display visual representations of performance metrics aligned with the implemented suggestions.

Manager conducts a performance review meeting using insights from Smart Suggestions to guide the discussion.

Given the manager has accessed the performance data from Smart Suggestions, when the manager initiates a performance review meeting, then the discussion should focus on the correlation between the feedback received and the employee's performance outcomes over time.

Employees receive notifications for newly available Smart Suggestions based on their performance data.

Given new Smart Suggestions are available, when the employee logs into the system, then they should receive a notification with a summary of the suggestions tailored to their performance trends.

User generates a report comparing employee performance with the effectiveness of Smart Suggestions over a specific period.

Given the user selects the report generation feature, when the user specifies the date range and employees, then the report should include performance metrics and suggested actionable items with corresponding outcomes for each employee.

Administrator reviews system usage analytics to evaluate the impact of Smart Suggestions on employee engagement and performance.

Given the administrator accesses the analytics dashboard, when the administrator reviews the metrics, then they should see a clear correlation between the usage of Smart Suggestions and improvements in employee performance and engagement scores.

Employee provides feedback on the usefulness of Smart Suggestions after using them for one performance cycle.

Given the employee has utilized Smart Suggestions for a performance cycle, when the employee completes the feedback form, then the submission should include ratings on the relevance and applicability of the suggestions provided.

Feedback Goal Setting

Feedback Goal Setting allows employees to set personalized goals based on received feedback. Users can create specific objectives, track their progress, and receive reminders, ensuring that feedback directly contributes to their professional development.

Requirements

Personalized Goal Creation

User Story: As an employee, I want to set personalized career goals based on feedback I've received so that I can actively work towards my professional development.
Description: This requirement allows employees to create personalized career goals based on the feedback they receive from peers and managers. It should offer a wide range of options, enabling users to set quantifiable objectives while ensuring the interface remains user-friendly and intuitive. The ability to tailor goals will promote individual accountability and greater engagement, leading to improved performance and career satisfaction. Integration within the existing performance management system is essential, ensuring that these goals are visible during reviews and check-ins, fostering ongoing dialogue between employees and supervisors.
Acceptance Criteria: Employee initiates the goal creation process after receiving constructive feedback during a quarterly review, ensuring they can define their personal development objectives in line with the feedback received.

Given the employee has received feedback, When they access the feedback goal setting module, Then they should be able to create a personalized goal with specific objectives that relate directly to the feedback.

An employee wants to monitor their progress on the goals they set, checking the status of their objectives during their regular check-ins with their manager.

Given the employee has set personalized goals, When they navigate to the progress tracking section, Then they should see a visual representation of their goal progress, including milestones reached.

A manager reviews an employee's personalized goals during a performance evaluation meeting to discuss progress and areas for improvement.

Given the employee has set personalized goals, When the manager accesses the performance management system, Then they should be able to see the employee's set goals alongside feedback comments during the evaluation.

An employee seeks reminders for their personalized goals to stay on track for completion as deadlines approach.

Given the employee has created personalized goals, When the deadlines for these goals approach, Then they should receive automated reminders through the HRHarmony platform via email or notification.

An employee wants to customize their goals further by adding specific metrics to measure their achievement effectively.

Given the employee is in the goal creation module, When they attempt to set a goal, Then they should have the option to add quantitative metrics that define their success criteria.

A user requires guidance on how to set effective personalized goals based on feedback to improve career pathways.

Given the user is in the goal creation section, When they request assistance or guidance, Then they should be presented with tips and best practices for setting effective goals.

Progress Tracking Dashboard

User Story: As an employee, I want to have a dashboard that tracks my progress on my goals so that I can see how I'm advancing and where I need to focus my efforts.
Description: The requirement pivotally includes a dashboard feature that enables employees to monitor their progress towards their set goals. This dashboard should present visual representations such as charts and graphs, providing a clear overview of achievements, areas needing improvement, and timelines for goal completion. The dashboard should be integrated with notification systems that remind employees about upcoming deadlines or milestones, enhancing accountability and time management. This feature plays a significant role in motivating users, offering them insights into their performance journey.
Acceptance Criteria: Employee accesses the Progress Tracking Dashboard to view their personalized goal progress after a quarterly feedback session.

Given an employee has set goals on the platform, When they access the Progress Tracking Dashboard, Then they should see a visual representation of their goals' progress with updated charts and progress bars.

Manager reviews the Progress Tracking Dashboard to assess team members' goal achievements and identify areas for coaching.

Given a manager is logged in to the HRHarmony platform, When they navigate to the Progress Tracking Dashboard, Then they should be able to filter by team members and see their individual progress, including a summary of completed and outstanding goals.

Employee receives a notification for an upcoming deadline for one of their goals as displayed in the Progress Tracking Dashboard.

Given an employee has set a goal with a deadline nearing, When the notification system triggers notifications, Then the employee should receive a reminder alert via email and in-app notification at least 2 days prior to the goal deadline.

An employee wants to assess their areas for improvement by reviewing the data presented in the Progress Tracking Dashboard.

Given an employee accesses the Progress Tracking Dashboard, When they look at their progress indicators, Then they should be able to identify which specific goals are behind schedule and what percentage improvement is needed to meet the deadline.

HR manager configures the Progress Tracking Dashboard settings to include specific metrics relevant to goal tracking.

Given a user with HR manager role is logged in, When they modify the settings of the Progress Tracking Dashboard, Then they should be able to add or remove metrics like completion percentage, time to completion, and reminders.

Employee interacts with the Progress Tracking Dashboard to receive real-time updates on their goal progress during a performance review meeting.

Given an employee is in a performance review meeting with their manager, When they discuss their goal progress, Then the dashboard should provide real-time updates and reflective analytics to support the dialogue.

An employee analyzes historical progress data on the Progress Tracking Dashboard to adjust future goals based on past performance.

Given an employee is reviewing their historical data on the Progress Tracking Dashboard, When they access previous goal records, Then they should see performance trends over the last six months, including goal success rate and average time to completion.

Automated Reminder System

User Story: As an employee, I want to receive automated reminders about my goals and feedback sessions so that I never miss important deadlines or opportunities for improvement.
Description: This requirement establishes an automated system for setting reminders related to feedback and goal progress. Employees should receive timely notifications via email or in-app messages about upcoming review deadlines, feedback requests from supervisors, and updates on milestones. This automation reduces the risk of missing important check-ins or deadlines and keeps goal attainment at the forefront of daily tasks, ensuring that employees stay aligned with their goals and responsibilities.
Acceptance Criteria: Automated Reminders for Upcoming Review Deadlines

Given an employee has set goals based on feedback, when the review deadline is approaching, then the employee should receive a reminder notification via email and in-app message at least 3 days before the deadline.

Feedback Request Notifications from Supervisors

Given a supervisor has requested feedback on an employee's performance, when the feedback request is sent, then the employee should receive a notification within 24 hours via email and in-app message.

Milestone Update Notifications

Given an employee is tracking progress towards their goals, when a milestone is reached, then the employee should receive an update notification within 1 hour via in-app message and within 24 hours via email.

Ability to Customize Reminder Preferences

Given an employee accesses the reminder settings, when they adjust their notification preferences, then the system should save these preferences and apply them immediately for future reminders.

Missed Reminder Follow-Up Notifications

Given an employee has missed an important reminder, when the deadline passes without acknowledgment, then the system should send a follow-up notification to the employee and their supervisor within 24 hours of the missed deadline.

Testing Reminder System for Multiple Users

Given multiple employees with various goals and deadlines, when reminders are triggered for those employees, then all reminder notifications should be received without error, accurately reflecting each user's unique settings.

Aggregated Reminder Summary Notifications

Given an employee has multiple reminders set, when a week or month ends, then the employee should receive a summary of upcoming deadlines and feedback requests in one notification via email.

Feedback Integration for Goals

User Story: As an employee, I want to receive goal suggestions based on feedback so that I can more effectively act on the input I’ve received from my colleagues and supervisors.
Description: This requirement implements an integration mechanism where feedback from peers and supervisors directly influences goal setting. Whenever feedback is provided, the system should suggest potential goals aligning with that feedback, encouraging users to not only reflect on comments but also take actionable steps towards improvement. This feature supports a continuous feedback loop, enhancing the effectiveness of the goal-setting process and ensuring alignment with organizational values and objectives.
Acceptance Criteria: Integration of peer feedback into goal-setting process for employee development.

Given an employee has received peer feedback, when they access the goal-setting interface, then the system suggests at least three potential goals based on the feedback provided.

Feedback response leading to personalized goal suggestions.

Given an employee receives feedback, when they review the feedback, then the employee can select a suggested goal to add to their development plan directly from the feedback screen.

Reminders for progress tracking of feedback-based goals.

Given an employee has set goals based on feedback, when the goal due date approaches, then the employee receives a reminder notification at least 48 hours in advance via email and in-app notifications.

Alignment of suggested goals with organizational objectives.

Given feedback is provided, when the system generates suggested goals, then those goals must be tagged with corresponding organizational values or objectives relevant to the feedback context.

User interface for managing feedback-derived goals.

Given an employee has multiple feedback-based goals, when they access their goals dashboard, then they can view, edit, or delete each goal with an intuitive user interface.

Audit and report generation on feedback-based goal progress.

Given an employee has set goals based on feedback, when HR requests a progress report, then the system generates a report detailing progress towards each goal, including completion percentage and any feedback received related to those goals.

Peer Collaboration for Goal Setting

User Story: As an employee, I want to collaborate with my peers on goal setting so that we can support each other in our professional development.
Description: This requirement allows employees to engage in collaborative goal setting, where they can share their goals with peers for accountability and support. This feature should facilitate interactions and potentially provide a mechanism for peer feedback on goals, helping users adapt their objectives based on collaborative insights. Additionally, it promotes a culture of support and teamwork, making achievement a shared endeavor within the company.
Acceptance Criteria: Collaborative Goal Setting with Peers

Given an employee has set a personal goal, when they share this goal with a selected peer, then the peer should receive a notification and have the ability to view the goal.

Peer Feedback Mechanism

Given the goal is shared with peers, when a peer views the goal, then they can provide feedback on the goal that the original user can see in their goal tracking section.

Goal Tracking Progress with Collaboration

Given a shared goal, when the original user updates their progress, then the changes should be visible to all peers involved, ensuring transparency and accountability.

Supportive Comments Section

Given a shared goal, when peers want to provide support or comments, then there should be a designated comments section visible to all collaborators on that goal.

Reminder Notifications for Shared Goals

Given a shared goal, when a reminder is set, then all collaborators should receive notification reminders at defined intervals to encourage progress on the goal.

View Collaborative Goals Dashboard

Given multiple goals are set collaboratively, when a user accesses the dashboard, then they should see a consolidated view of all their collaborations and respective progress reports.

Anonymous Voice

Anonymous Voice encourages candid feedback by allowing employees to share their thoughts without revealing their identity. This feature fosters a safe space for open communication, helping organizations gain deeper insights into employee sentiments and areas needing attention.

Requirements

Anonymous Feedback Submission

User Story: As an employee, I want to anonymously submit feedback so that I can express my opinions freely without fear of negative consequences.
Description: The Anonymous Feedback Submission requirement enables employees to provide feedback through a secure, anonymous submission process. This capability ensures that responses are saved and delivered without disclosing the identities of the contributors. The feature is integrated into the HRHarmony platform, offering an intuitive interface for users. Alongside the submission form, the requirement includes validation to prevent spam and ensure that the feedback is constructive and actionable. The expected outcome is a robust feedback mechanism that allows organizations to understand employee sentiments and areas of concern without fear of repercussion, thereby enhancing employee engagement and trust in the organization.
Acceptance Criteria: Employee submits anonymous feedback on workplace culture after a team meeting.

Given the employee is logged into HRHarmony, when they navigate to the Anonymous Feedback section and submit feedback, then the feedback should be stored without revealing their identity and receive a confirmation message of submission.

Manager reviews submitted anonymous feedback to identify key areas for improvement.

Given the manager accesses the Anonymous Feedback submissions dashboard, when they filter the feedback by date and category, then the system should display a summarized report of trends without displaying individual identities.

HR administrator verifies the feedback submission process to ensure spam prevention mechanisms are functioning.

Given the HR administrator initiates a feedback submission with spam-like content, when the submission is processed, then the system should reject the feedback and notify the user of non-compliance based on the validation rules.

Employee attempts to submit anonymous feedback outside of designated working hours.

Given the employee tries to submit feedback outside the allowable feedback submission hours, when they attempt to submit, then the system should display a message stating that submissions are only permitted during working hours.

System generates a report of constructive feedback submissions for analysis.

Given the administrator requests a report of feedback submissions, when the report is generated, then it should include only constructive feedback entries and indicate the total number of submissions within a specific time frame.

Employee accesses the feedback submission form and views guidelines for effective feedback.

Given the employee opens the Anonymous Feedback submission form, when they view the interface, then they should see guidelines for providing constructive and actionable feedback clearly displayed on the page.

Employee receives notifications about changes made in response to their submitted anonymous feedback.

Given the employee has submitted feedback, when changes are implemented based on the feedback, then they should receive an anonymous notification summarizing the actions taken without disclosing the identity of the feedback originator.

Real-time Feedback Analytics

User Story: As an HR manager, I want to access real-time analytics of anonymous feedback so that I can swiftly address employee concerns and improve workplace morale.
Description: The Real-time Feedback Analytics requirement facilitates the collection and analysis of anonymous feedback in real-time. This feature will use data visualization tools to present insights and trends related to the employee feedback gathered. The analytics dashboard will provide HR professionals with actionable insights into employee sentiments, enabling them to identify areas that require attention or improvement quickly. Implementing this requirement will significantly enhance the organization's ability to respond to employee concerns proactively, fostering a more engaged workforce. Expected outcomes include a deeper understanding of employee sentiment, improved response times to feedback, and informed decision-making by leadership based on real-time data.
Acceptance Criteria: Employee Feedback Submission and Analysis

Given an employee has access to the Anonymous Voice feature, When they submit feedback, Then the feedback is recorded anonymously and displayed on the analytics dashboard in real-time.

Insights Dashboard Accessibility

Given an HR professional is logged into HRHarmony, When they navigate to the analytics dashboard, Then they can view real-time insights and trends generated from employee feedback without any delays.

Data Visualization Clarity

Given the analytics dashboard displays employee feedback, When a user interacts with the data visualization tools, Then they can easily interpret trends and insights without confusion or misinterpretation.

Actionable Insights Generation

Given real-time feedback has been analyzed, When HR professionals review the insights, Then they can identify at least three actionable items for improving employee engagement within one hour of feedback submission.

Responsive Feedback Loop

Given feedback has been submitted anonymously, When HR responds to the feedback using the platform, Then employees are notified about the response in a manner that maintains their anonymity.

Compliance with Data Privacy Regulations

Given the feedback collection is operational, When HR reviews the system, Then it must demonstrate compliance with applicable data privacy regulations (e.g., GDPR, CCPA).

Employee Sentiment Analysis Accuracy

Given a set of anonymous feedback has been collected, When the system processes this data, Then the sentiment analysis must achieve an accuracy rate of at least 85% in categorizing feedback as positive, negative, or neutral.

Feedback Collection Notifications

User Story: As an employee, I want to receive reminders about anonymous feedback opportunities so that I remain informed and encouraged to share my thoughts.
Description: The Feedback Collection Notifications requirement aims to notify employees about the availability and importance of submitting their anonymous feedback. This will include automated reminders through internal communication channels, such as email, push notifications, or in-app alerts. The notifications will be adjustable based on the user’s preferences and will emphasize the value of participation in enhancing workplace culture. Implementing this requirement is essential for driving engagement and ensuring timely feedback collection, which will lead to a more responsive and adaptive organizational environment. The expected outcome is an increased participation rate in feedback giving, fostering a culture of open communication.
Acceptance Criteria: Employee receives a notification through the HRHarmony application about the anonymous feedback opportunity during the designated feedback collection period.

Given an employee is logged into the HRHarmony application, when the feedback collection period begins, then the employee should receive an in-app alert notifying them of the opportunity to submit anonymous feedback.

Employee receives an email notification regarding the importance of submitting their anonymous feedback during the feedback collection period.

Given an employee has opted to receive email notifications, when the feedback collection period begins, then the employee should receive an email outlining the importance of submitting anonymous feedback.

Push notification is sent to employees' mobile devices about the anonymous feedback collection deadline approaching.

Given employees have enabled push notifications, when the last day for feedback submission is two days away, then a push notification should be sent to inform them of the impending deadline.

Employee can customize their notification preferences for feedback collection reminders within the HRHarmony application.

Given an employee accesses their notification settings, when they select their preferences for feedback collection reminders, then these preferences should be saved and reflected in their notification experiences.

Feedback collection reminders highlight how employee feedback contributes to company culture and decision-making.

Given a reminder is sent out through any notification channel, when sent, it must include a message that explains how employee feedback is critical in enhancing workplace culture and guiding organizational change.

The participation rate in feedback collection is tracked and reported after the feedback period ends.

Given the feedback collection period has ended, when the participation metrics are generated, then there should be a report that indicates the percentage of employees who submitted feedback compared to the total number of employees.

Employees can view past notifications regarding feedback requests in HRHarmony.

Given an employee logs into HRHarmony, when they navigate to the notification history section, then they should be able to see a list of past notifications related to feedback requests, including dates and importance messages.

Feedback Categorization

User Story: As an HR specialist, I want anonymous feedback to be categorized automatically so that I can quickly identify trends and areas of improvement without sifting through all responses manually.
Description: The Feedback Categorization requirement organizes anonymous feedback into predefined categories or themes that align with organizational priorities such as 'Work Environment', 'Management', or 'Career Development'. This feature helps in classifying feedback efficiently and allows for organization to analyze specific areas of concern. By implementing machine learning algorithms, the system can intelligently categorize feedback based on keywords or sentiment analysis. This requirement is vital for extracting more meaningful insights from the data collected, enabling the organization to focus on specific areas for improvement. The expected outcome is a structured feedback mechanism that leads to targeted actions based on categorized insights.
Acceptance Criteria: Feedback Categorization During Performance Review Sessions

Given an employee submits anonymous feedback about their work environment during a performance review period, when the feedback is analyzed by the system, then the feedback should be categorized under 'Work Environment' based on sentiment analysis and keyword recognition.

Monthly Analysis of Feedback Themes

Given a set of anonymous feedback collected over a month, when the feedback is processed by the categorization algorithm, then the output should display the categorized themes with at least 90% accuracy according to predefined categories.

Real-time Categorization of Incoming Feedback

Given an employee submits feedback through the Anonymous Voice feature at any time, when the feedback is received by the system, then it must be categorized in real-time and reflected in the dashboard within 5 minutes.

Feedback Categorization Based on Keyword Frequency

Given multiple feedback submissions related to 'Management', when the system scans the feedback for keywords frequently associated with management issues, then it should categorize at least 85% of the relevant feedback submissions correctly under 'Management'.

Integration with Sentiment Analysis Tool

Given that the feedback categorization system is integrated with a third-party sentiment analysis tool, when a user submits feedback, then the categorization process must utilize the sentiment score provided by the tool to influence the final categorization result.

User Interface for Viewing Categorized Feedback

Given HR team members access categorization reports, when they navigate to the feedback analytics dashboard, then the system should display categorized feedback organized by themes along with visual representations (graphs/charts) showing the percentage of feedback in each category.

Ensuring Compliance with Data Privacy Regulations

Given that anonymous feedback is being collected, when the feedback is categorized, then the system must ensure that no personally identifiable information is captured or displayed, fully complying with data privacy regulations such as GDPR.

User Analytics Dashboard

User Story: As a HR manager, I want to access a dashboard that presents user feedback metrics so that I can gain insights into employee morale and take proactive steps to improve it.
Description: The User Analytics Dashboard requirement provides HR professionals with a comprehensive view of feedback metrics. This dashboard will aggregate information such as feedback submission rates, categorization statistics, and sentiment analysis trends over time. By presenting data in an easily digestible format, HR can quickly assess the overall health of employee morale and how it changes over time. This feature is essential for strategic planning and to ensure that HR initiatives align with employee needs and expectations. The expected outcome includes improved visibility into employee sentiment trends and enhanced data-driven decision-making capabilities.
Acceptance Criteria: User Analytics Dashboard displays feedback metrics for the Anonymous Voice feature.

Given the User Analytics Dashboard is loaded, when an HR professional selects the Anonymous Voice feature, then the dashboard should display feedback submission rates, categorization statistics, and sentiment analysis for the specified time frame.

HR professional can filter feedback metrics by date range.

Given the User Analytics Dashboard is available, when an HR professional applies a date range filter, then the displayed data updates to show only the metrics submitted within that range.

User Analytics Dashboard provides visual representations of feedback metrics.

Given the User Analytics Dashboard is opened, when an HR professional views the metrics, then the dashboard presents the data in visual formats such as graphs and charts for easy interpretation.

Dashboard allows HR professionals to export feedback metrics.

Given the User Analytics Dashboard contains feedback metrics, when an HR professional selects the export option, then the data should be downloadable in a specified format such as CSV or PDF.

User Analytics Dashboard updates metrics in real-time as new feedback is submitted.

Given the User Analytics Dashboard is active, when new feedback is submitted through the Anonymous Voice feature, then the displayed metrics should refresh to include this new data without requiring a page reload.

Sentiment analysis displays a clear trend over time.

Given the User Analytics Dashboard contains sentiment analysis data, when an HR professional reviews the sentiment trend graph, then it should clearly indicate increases or decreases in positive, neutral, and negative feedback over the selected time period.

Engagement Gamification

Engagement Gamification adds a fun element to feedback interaction by introducing badges and rewards for participation in feedback exchanges. This feature motivates employees to engage more actively in the feedback process, creating a dynamic and lively workplace culture.

Requirements

Gamification Badge System

User Story: As an employee, I want to earn badges for my participation in feedback exchanges so that I feel motivated and recognized for my contributions to the team.
Description: The Gamification Badge System will allow users to earn badges for participating in feedback exchanges, completing surveys, and engaging in peer reviews. This system will be integrated into the HRHarmony platform, displaying badges on user profiles and offering a leaderboard for additional motivation. The goal of this requirement is to increase participation in feedback processes and foster a sense of accomplishment among employees, thereby enhancing overall employee engagement and satisfaction. The badge system should be easy to implement within the existing architecture of HRHarmony and ensure seamless tracking of user activities related to feedback engagements.
Acceptance Criteria: As an employee, when I participate in a feedback exchange, I want to receive a badge in recognition of my contribution.

Given that an employee has participated in a feedback exchange, when the feedback is submitted, then the system should automatically assign a participation badge to the employee's profile.

As an employee, when I complete a survey, I want to be awarded a badge that signifies my involvement in enhancing team engagement.

Given that an employee completes a survey, when the survey submission is confirmed, then a participation badge should be added to the employee’s profile.

As an HR manager, I need to see a leaderboard of employees with the most badges to encourage healthy competition and increased engagement.

Given that the badge system is active, when the HR manager accesses the leaderboard, then it should display a ranked list of employees based on the number of badges earned.

As an employee, when I engage in a peer review, I want to receive a badge that reflects my contribution to team improvement.

Given that an employee has completed a peer review, when the review is submitted, then the system should assign a peer review badge to the employee's profile.

As a user, I want my badge collection to be visible on my profile to showcase my contributions within the organization.

Given that a user has earned multiple badges, when the user views their profile, then all earned badges should be displayed in a dedicated section titled 'Badges Earned'.

As an HR professional, I want to ensure that the badge assignment process does not disrupt user experience within the HRHarmony platform.

Given that badges are assigned automatically based on user participation, when the badge assignment feature is tested, then it should not cause any errors or delays in the feedback process.

As an employee, I want to be notified via email when I earn a new badge to enhance my sense of achievement.

Given that a user earns a new badge, when the badge is awarded, then the system should send an email notification to the user confirming the badge earned.

Reward Redemption Store

User Story: As an employee, I want to exchange my earned points for rewards in a dedicated store so that I have incentives to stay engaged with the feedback process.
Description: The Reward Redemption Store will provide a platform where employees can redeem the points accrued from the Gamification Badge System for tangible rewards or experiences. This feature will encourage continuous participation in feedback activities by offering incentives that resonate with the workforce. Integration with existing HRHarmony functionalities is essential, allowing for easy tracking of point accumulations and seamless reward distribution. The store should offer a variety of rewards that can cater to different user preferences, thereby enhancing motivation and creating a positive feedback loop between participation and rewards.
Acceptance Criteria: Reward Redemption Process

Given an employee has logged into the HRHarmony platform and has accumulated points from the Gamification Badge System, when they visit the Reward Redemption Store, then they should see a list of available rewards that they can exchange their points for, including details on point costs and descriptions of each reward.

Point Accumulation Tracking

Given an employee participates in feedback activities and earns points through the Gamification Badge System, when they navigate to their profile in HRHarmony, then the total points accumulated should be accurately reflected and updated in real-time.

Seamless Rewards Distribution

Given an employee redeems points for a reward from the Reward Redemption Store, when the transaction is completed, then the system should automatically deduct the required points from their account and provide a confirmation of the reward dispatched via email.

Diverse Reward Offerings

Given the Reward Redemption Store is live, when employees access the store, then they should find a variety of rewards that cater to different preferences, including gift cards, experiences, and merchandise, ensuring there's something for everyone.

User Feedback on Rewards

Given the Reward Redemption Store is utilized by employees, when they redeem a reward, they should have the option to leave feedback about their experience, which will be logged for future improvements to the reward offerings.

Reward Availability and Stock Management

Given that rewards can be limited in quantity, when an employee tries to redeem a reward that's out of stock, then a notification should be displayed informing them of the unavailability and suggesting similar rewards.

Integration with HRHarmony Systems

Given the Reward Redemption Store is integrated with the HRHarmony platform, when an employee earns points or redeems rewards, it should reflect seamlessly across all relevant HRHarmony functionalities, ensuring accurate records and tracking.

Feedback Interaction Leaderboard

User Story: As an HR manager, I want to see a leaderboard of employee participation in feedback activities so that I can recognize high performers and encourage others to participate more actively.
Description: The Feedback Interaction Leaderboard will display a ranking of employees based on their participation in the feedback system. This leaderboard will serve as a public recognition tool that highlights top contributors and encourages friendly competition among team members. Integration with the Gamification Badge System is crucial, as earning badges will also impact leaderboard standings. This requirement seeks to create a dynamic environment where employees are encouraged to engage more frequently in feedback exchanges, ultimately enhancing workplace culture and communication.
Acceptance Criteria: Employees view their rank on the Feedback Interaction Leaderboard during a weekly team meeting, motivating them to participate actively in the feedback process.

Given the Feedback Interaction Leaderboard is implemented, when an employee accesses the leaderboard, then they should see their current rank and total feedback interactions displayed accurately.

The leaderboard updates in real-time as employees submit feedback, reflecting changes in rank immediately.

Given an employee submits feedback, when the feedback is processed, then the leaderboard should update within 30 seconds to reflect the new standings accurately.

Employees are able to filter the leaderboard by different time frames (daily, weekly, monthly) to see their performance over time.

Given the leaderboard allows filtering, when an employee selects a time frame, then the leaderboard should update to show results specifically for that period.

The leaderboard integrates with the Gamification Badge System, showing which badges have been earned along with leaderboard standings.

Given an employee appears on the leaderboard, when they view their profile, then it should display the badges earned that contribute to their leaderboard position clearly.

Top contributors receive automatic notifications recognizing their efforts and encouraging further participation.

Given an employee ranks in the top 10% of the leaderboard, when the rankings update, then they should receive an automated acknowledgment notification via email.

The leaderboard promotes healthy competition and engagement among employees, fostering a culture of continuous feedback.

Given the leaderboard is active, when employees increase their feedback submissions, then overall participation rates should show at least a 20% increase over two months.

Managers can access and review the leaderboard as a tool for identifying top performers for feedback and recognition.

Given a manager accesses the leaderboard, when they review it, then they should be able to export the data to a report for recognition purposes easily.

Gamification Analytics Dashboard

User Story: As an HR analytics manager, I want to view engagement analytics related to the gamification features so that I can evaluate their effectiveness and make data-driven decisions.
Description: The Gamification Analytics Dashboard will provide detailed insights into engagement levels regarding feedback interactions, badge achievements, and rewards redeemed. This dashboard will allow HR managers to track overall participation trends, identify areas that need improvement, and assess the impact of gamification on employee engagement. Sophisticated analytics features should be incorporated to analyze data in real time, enabling strategic decisions based on engagement levels and feedback quality. This requirement will be key to demonstrating the effectiveness of the engagement gamification feature and informing future iterations.
Acceptance Criteria: HR managers access the Gamification Analytics Dashboard to track employee engagement levels over a specified period, allowing them to visualize trends and identify participation rates.

Given an HR manager is logged into HRHarmony, When they navigate to the Gamification Analytics Dashboard, Then they should see a graphical representation of engagement levels and participation trends for at least the past three months.

An HR manager wants to assess the effectiveness of badges and rewards in promoting feedback participation by analyzing redemption rates and associated engagement metrics.

Given the HR manager accesses the reward analytics section of the Gamification Analytics Dashboard, When they select a specific badge, Then the dashboard should display the total number of badges issued, redeemed, and the percentage of employees engaged after receiving the badge.

A new HR policy is introduced that affects employee feedback processes, and the HR manager needs to analyze data to ensure the compliance and effectiveness of gamification efforts post-policy change.

Given the HR manager is on the Gamification Analytics Dashboard, When they filter analytics by the date range that includes the policy change date, Then they should see comparative analytics showing engagement levels before and after the policy change, indicating the impact on gamification.

HR managers need to identify which departments or teams are more active in the feedback process through gamification features, enabling targeted interventions.

Given the HR manager is utilizing the Gamification Analytics Dashboard, When they generate a report segmented by departments, Then the dashboard should produce a list detailing each department's participation rate in feedback exchanges and the total number of badges awarded.

The HR manager wants to evaluate the impact of different types of rewards on participation rates, such as monetary bonuses or extra time off.

Given the HR manager is reviewing the Gamification Analytics Dashboard, When they compare engagement levels associated with each type of reward, Then they should be able to identify which reward has the highest engagement increase, supported by a detailed report.

During quarterly reviews, HR managers want to present data on how well the gamification features have improved overall employee engagement compared to previous periods without gamification.

Given the HR manager prepares for the quarterly review, When they access the comparative analytics feature of the Gamification Analytics Dashboard, Then they should generate a report that shows engagement metrics before and after gamification was implemented, quantifying the improvements in engagement.

To promote continuous improvement, HR managers need a mechanism to collect feedback on the gamification features themselves, assessing user satisfaction and effectiveness.

Given the HR manager sets up the feedback collection mechanism via the dashboard, When employees provide feedback on gamification features, Then the dashboard should capture and visualize feedback trends, with a summary of comments and ratings available for review.

Customizable Gamification Settings

User Story: As an HR manager, I want to customize the gamification settings so that the engagement strategies align with our company culture and encourage maximum participation.
Description: Customizable Gamification Settings will allow HR managers to tailor the gamification experience to align with company culture and specific objectives. This feature will enable them to define various parameters such as the types of badges awarded, points system, and thresholds for rewards. The flexibility to adjust these settings will ensure that the gamification strategies remain relevant and effective in promoting employee engagement, as well as cater to diverse workforce dynamics. Proper integration with other HRHarmony components will be necessary to facilitate these customizations without compromising usability.
Acceptance Criteria: HR managers want to customize the types of badges awarded to employees for their participation in the feedback process.

Given an HR manager accesses the Engagement Gamification settings, when they select the 'Badges' tab and add or modify badge names and designs, then the changes should be saved and reflected in the employee feedback interface immediately.

An HR manager intends to establish a points system where employees can earn points for providing feedback and interacting with their peers.

Given an HR manager accesses the points settings in the Engagement Gamification section, when they input a points value for each feedback exchange activity and save the changes, then those point values should be applied to relevant feedback activities within the platform.

The HR department wants to define the threshold for employees to be eligible for various rewards based on the points they accumulate through feedback participation.

Given an HR manager is in the rewards settings page, when they set a points threshold for different levels of rewards and save the changes, then the thresholds must be accurately applied to the employee profiles and reflected in the rewards tier system.

HR managers require integration of customizable gamification settings with existing onboarding and performance tracking modules to ensure cohesive user experience.

Given an HR manager integrates the new gamification settings with the onboarding process, when a new employee completes their onboarding tasks, then the system should automatically award points or badges according to the pre-defined settings without error.

An HR manager wants to ensure that the changes made to gamification settings do not disrupt ongoing user engagement activities.

Given an HR manager has updated gamification settings, when they review active feedback exchanges and player progress, then the active participants' data should reflect the new gamification elements without any discrepancies.

The organization wants to assess whether the newly customizable features are user-friendly and align with their culture.

Given an HR manager has completed customization of the gamification settings, when they conduct a user test with selected employees, then at least 80% of users should report that the new settings are intuitive and enhance their engagement experience.

Cultural Health Matrix

The Cultural Health Matrix visually represents the overall well-being of an organization's culture through a series of interactive charts and metrics. It highlights key areas such as communication, collaboration, and overall employee satisfaction, enabling Culture Builders to quickly identify strengths and weaknesses in the workplace environment. This feature empowers leaders to allocate resources effectively and create targeted initiatives that nurture a positive culture.

Requirements

Interactive Metrics Dashboard

User Story: As a Culture Builder, I want an Interactive Metrics Dashboard so that I can quickly assess the overall cultural health and identify areas that need improvement at a glance.
Description: The Interactive Metrics Dashboard will serve as a centralized hub for displaying various metrics related to the Cultural Health Matrix. It will feature customizable charts and graphs that represent data regarding communication effectiveness, collaboration levels, and employee satisfaction scores. Users will be able to filter and drill down into specific metrics to gain deeper insights. This requirement is crucial for giving leaders an intuitive interface to monitor cultural health at a glance, enabling data-driven decisions to enhance workplace culture and responsiveness to employee needs.
Acceptance Criteria: Dashboard User Customization for Metrics Visualization

Given the user is on the Interactive Metrics Dashboard, When the user selects a metric from the dropdown, Then the corresponding chart updates to display the selected metric accurately and instantly.

Filtering Metrics by Date Range

Given the user is on the Interactive Metrics Dashboard, When the user applies a date filter to the metrics, Then the metrics displayed should only include data within the specified date range.

Drill Down Capability for Detailed Insights

Given the user is viewing a specific metric chart, When the user clicks on a data point on the chart, Then the system displays a detailed breakdown of the data point for further analysis.

Real-time Data Refresh on the Dashboard

Given the user is actively using the Interactive Metrics Dashboard, When new data is available, Then the dashboard automatically refreshes to incorporate the latest metrics without requiring manual refresh.

User Role-Based Access Control for Performance Data

Given a user logs into the HRHarmony platform, When the user attempts to access the Interactive Metrics Dashboard, Then the system should restrict access based on the user’s role and permissions determined in the settings.

Interactive Help Tool for Dashboard Navigation

Given the user is on the Interactive Metrics Dashboard, When the user selects the help option, Then an interactive guide should display, providing step-by-step instructions on using the dashboard features.

Real-time Collaboration Insights

User Story: As an HR professional, I want Real-time Collaboration Insights so that I can monitor teamwork and engagement levels in real-time to make informed decisions.
Description: The Real-time Collaboration Insights feature will provide live data on employee collaboration, highlighting team engagement levels and the frequency of interactions across departments. This functionality will help organizations understand collaboration patterns and identify silos or disengagement that may be impacting culture. The insights harvested through this feature will allow HR professionals to edify interventions and group dynamics by tailoring initiatives that specifically address collaboration challenges without delay.
Acceptance Criteria: Real-time Collaboration Insights for Team Projects

Given that a project team is using the Real-time Collaboration Insights feature, when team members engage in discussions and share updates, then the feature should display live data on interaction frequency and engagement levels by the end of the day.

Identifying Collaboration Silos Across Departments

Given the Real-time Collaboration Insights feature is activated, when the data is analyzed, then it should clearly show any departments with low interaction rates, allowing HR professionals to take targeted actions within two business days.

Tracking Engagement Levels During Company-Wide Meetings

Given a company-wide meeting is scheduled and the Real-time Collaboration Insights feature is in use, when employees participate in the meeting, then the tool should capture and report engagement metrics immediately after the meeting concludes.

Evaluating Frequency of Cross-Departmental Communication

Given that the Real-time Collaboration Insights feature is collecting data, when reviewing the metrics, then it should accurately reflect the number of cross-departmental interactions over a specified time period.

Providing Insights for HR Intervention Programs

Given that the HR team is reviewing collaboration data generated by the Real-time Collaboration Insights feature, when they identify engagement drop-off, then they should be able to create and launch targeted intervention programs within one week.

User Interface for Visualization of Collaboration Data

Given that users are accessing the Cultural Health Matrix dashboard, when they view the real-time collaboration insights, then the interface should display user-friendly visualizations that are easy to interpret and actionable.

Feedback Mechanism for Continuous Improvement

Given that the Real-time Collaboration Insights feature has been in use for a full month, when HR collects feedback from users about the tool, then it should reveal a minimum satisfaction rating of 80% regarding its effectiveness in enhancing collaboration.

Customizable Action Plans

User Story: As a Culture Builder, I want Customizable Action Plans so that I can implement specific initiatives designed to improve areas of cultural weakness identified in the Metrics Dashboard.
Description: Customizable Action Plans will allow Culture Builders to create targeted initiatives based on insights gathered from the Cultural Health Matrix. Users will be able to select from a library of proven techniques or tailor their approaches according to specific team needs. This requirement is essential for addressing identified weaknesses effectively and fostering a supportive cultural environment by empowering leaders to take actionable steps based on data-driven perspectives and results.
Acceptance Criteria: Culture Builders access the Cultural Health Matrix and identify areas of low employee satisfaction and collaboration. They decide to create customized action plans to address these specific weaknesses, drawing from a library of best practices and tailoring strategies for their unique circumstances.

Given the Culture Builder is logged into the HRHarmony platform, when they access the Cultural Health Matrix, then they should be able to view at least three areas of improvement with relevant metrics displayed clearly, and a button to create an action plan should be available.

After identifying specific weaknesses from the Cultural Health Matrix, Culture Builders want to create an actionable plan using the Customizable Action Plans feature. They must be able to select proven techniques or customize their own based on specific team feedback.

Given the Culture Builder is on the action plan creation page, when they select a weakness identified from the Cultural Health Matrix, then they should be able to choose from a library of at least 10 predefined action items or have the ability to input and customize 3 unique action items relevant to their chosen weakness.

Culture Builders have created a Customizable Action Plan and need to assign it to specific teams within the organization. They want to ensure that the plan can be allocated to multiple teams accurately and effectively.

Given the Culture Builder has created a customized action plan, when they navigate to the assignment section, then they should be able to select at least 3 different teams to assign the plan to and confirm that those selections are saved correctly in the system.

After executing the action plan, Culture Builders want to track the progress and effectiveness of their initiatives. They seek to receive feedback from team members on the impact of the implemented initiatives from the Customized Action Plans.

Given the Customizable Action Plan has been implemented by the assigned teams, when a team member provides feedback via the platform, then the feedback should be automatically collected and displayed in an aggregated report linked to the specific action plan.

Culture Builders are looking to ensure that their Customizable Action Plans are aligned with organizational goals. They want to integrate the plans with existing strategic objectives seamlessly.

Given a Culture Builder is creating an action plan, when they attempt to link it to organizational goals, then they should be able to select and connect the action plan to at least one of the existing strategic objectives within the platform.

After completion of an action plan, Culture Builders need to review its effectiveness and understand its impact on organizational culture. They will require metrics for evaluation based on participation and improvement.

Given an action plan has been completed, when the Culture Builder reviews the action plan, then they should see a report containing metrics such as participation rate, employee satisfaction scores before and after, and a summary of qualitative feedback.

Automated Feedback Mechanism

User Story: As an HR leader, I want an Automated Feedback Mechanism so that I can consistently gather employee insights to refine our cultural initiatives and ensure we meet their needs
Description: The Automated Feedback Mechanism will enable ongoing collection and analysis of employee feedback using periodic surveys and pulse checks. This feature will allow organizations to gather qualitative and quantitative feedback on culture-related initiatives and changes, providing a robust view of employee sentiment and engagement trends over time. Integrating this feedback loop will ensure that culture builders have the data they need to make informed adjustments and foster continuous improvement in workplace culture.
Acceptance Criteria: Collecting Employee Feedback via Pulse Checks

Given the Automated Feedback Mechanism is set up, When a pulse check is initiated, Then at least 75% of employees should respond within 24 hours.

Real-time Analysis of Feedback Data

Given employee feedback has been collected, When the feedback data is analyzed, Then the dashboard should update with the latest metrics and insights within 2 hours.

Automated Survey Distribution

Given the scheduling for periodic surveys is configured, When the survey period arrives, Then the survey should automatically distribute to all employees without manual intervention.

Employee Engagement Trends Tracking

Given multiple feedback rounds have been conducted, When the engagement trend is analyzed, Then a clear visual representation of employee sentiment over time should be displayed in the Cultural Health Matrix.

Customization of Feedback Questions

Given the feedback mechanism is set up, When a culture builder modifies the feedback questions, Then changes should be reflected immediately in the next survey distribution.

Notifications for Low Engagement Scores

Given feedback results indicate low engagement scores, When analysis is completed, Then alerts should be generated and sent to culture builders within 1 hour for immediate action.

User Access Levels for Feedback Insights

Given user roles are defined in the system, When feedback insights are generated, Then different levels of access should restrict or allow visibility to data based on user roles (e.g., admin vs. regular user).

Cultural Health Benchmarking

User Story: As an HR executive, I want Cultural Health Benchmarking so that I can compare our culture metrics with industry standards to evaluate our performance and identify areas for improvement.
Description: Cultural Health Benchmarking will allow organizations to compare their cultural health metrics against industry standards and peer organizations. This feature will provide context to the Cultural Health Matrix, helping businesses understand their standing within their sector. By identifying leadership gaps or areas for improvement relative to peer benchmarks, HR professionals can refine strategies for cultural development and ensure that initiatives align with organizational goals and values.
Acceptance Criteria: Cultural Health Metrics Comparison with Industry Standards

Given a set of cultural health metrics, When the user accesses the Cultural Health Benchmarking feature, Then the system should display a comparison between the organization's cultural metrics and the industry standards in an interactive format.

Peer Organization Benchmarking

Given a selection of peer organizations, When the user selects specific peers for benchmarking, Then the system should provide a report highlighting differences in cultural health metrics and suggest actionable insights for improvements.

Identify Leadership Gaps

Given the benchmark data, When the user analyzes leadership metrics, Then the system should identify and highlight any leadership gaps compared to peer organizations.

Historical Data Tracking

Given previous benchmarking data, When the user selects a specific time period for comparison, Then the system should allow the user to visually track the changes in cultural health metrics over time against benchmarks.

Targeted Initiative Recommendation

Given identified weaknesses from benchmarking, When the user views the Cultural Health Matrix, Then the system should recommend specific initiatives tailored to improve these areas based on best practices.

User Feedback Integration

Given user feedback on the benchmarking process, When the user submits an evaluation form, Then the system should record the feedback and suggest improvements to the Cultural Health Benchmarking feature based on user experience.

Exporting Benchmark Reports

Given the generated benchmarking data, When the user requests to export the report, Then the system should provide the option to download or share the report in multiple formats (PDF, CSV, etc.).

Pulse Check Surveys

Pulse Check Surveys are brief, frequent surveys that gather real-time feedback from employees about their experiences and perceptions of the organizational culture. The quick nature of these surveys increases participation rates and provides ongoing data that can be compared over time. This feature allows Culture Builders to adapt their strategies in response to immediate insights, ensuring that cultural initiatives remain relevant and effective.

Requirements

Survey Creation Tool

User Story: As an HR administrator, I want to create customized surveys quickly so that I can gather relevant feedback from employees on a regular basis, ensuring we are addressing their concerns effectively and fostering a positive work environment.
Description: The Survey Creation Tool allows administrators to design and customize Pulse Check Surveys with various question types (e.g., multiple choice, rating scales, open-ended). It facilitates easy setup of survey parameters such as frequency, target groups, and anonymous participation options. The flexibility in design ensures that the surveys are tailored to meet organizational needs, boosting employee engagement and response rates. This requirement is crucial for adapting the Pulse Check Surveys to reflect the unique culture of the organization, providing relevant and timely insights that inform strategy adjustments.
Acceptance Criteria: Survey Creation Tool allows administrators to customize Pulse Check Surveys for various departments in the organization.

Given an administrator is logged into the HRHarmony platform, When they access the Survey Creation Tool, Then they should be able to select different question types, set survey parameters such as frequency and target groups, and choose anonymous participation options.

Administrators can set frequency for Pulse Check Surveys within the Survey Creation Tool.

Given an administrator is in the Survey Creation Tool, When they select the frequency option for a survey, Then they should be able to set it to daily, weekly, monthly, or custom intervals, and the frequency should be saved and listed correctly in the survey overview.

The Survey Creation Tool supports different question types to enhance survey variety.

Given an administrator is creating a new survey, When they click to add a question, Then they should be able to choose from at least five question types including multiple choice, rating scale, and open-ended, and the system should accept and correctly display each type in the survey view.

The tool allows the administrator to target specific employee groups for surveys.

Given an administrator is using the Survey Creation Tool, When they specify target groups for the survey, Then they should be able to select from various employee demographics such as department, role, and tenure, and these selections should reflect in the survey settings.

Anonymous participation can be enabled for Pulse Check Surveys through the Survey Creation Tool.

Given an administrator is configuring a new Pulse Check Survey, When they toggle the anonymous participation option, Then the system should allow responses without linking them to individual employees, and this setting should be visible in the survey's summary.

The effectiveness of the created surveys can be monitored and adjusted based on feedback.

Given the surveys have been deployed to employees, When the administrator reviews the response rates, Then they should be able to analyze feedback trends over time and make adjustments to future surveys directly from the Survey Creation Tool.

Survey creation is complete and user-friendly to enhance usability for administrators.

Given an administrator has completed creating a survey, When they finalize and preview the survey, Then they should see an easy-to-navigate layout with clear instructions and an option to edit any components before final submission.

Real-time Feedback Dashboard

User Story: As a Culture Builder, I want to view survey results in real time so that I can quickly identify trends and areas for improvement in organizational culture, allowing me to respond effectively and adapt initiatives as needed.
Description: The Real-time Feedback Dashboard provides a visual and interactive representation of survey results, displaying employee feedback trends, response rates, and sentiment analysis in real time. This feature allows users to easily interpret data and identify patterns, helping Culture Builders make informed decisions based on up-to-date insights. Integration with existing HR tools ensures that key metrics are consistently monitored and actionable strategies can be implemented promptly.
Acceptance Criteria: Displaying Real-time Survey Results on the Dashboard

Given the user has completed a Pulse Check Survey, when they navigate to the Real-time Feedback Dashboard, then the survey results should be displayed in a visual format (e.g., graphs, charts) representing the feedback received.

Sentiment Analysis Visualization

Given that employee feedback has been collected, when the user views the sentiment analysis section of the dashboard, then the dashboard must show a clear indication of positive, neutral, and negative sentiments using distinct color coding.

Response Rate Tracking

Given that a Pulse Check Survey has been conducted, when the user checks the dashboard, then the response rate percentage must be displayed prominently in the overview section of the dashboard for easy visibility.

Identifying Feedback Trends Over Time

Given the user wants to analyze employee feedback trends, when they select a specific time frame on the dashboard, then the dashboard should display trends of feedback over that selected period with comparative indicators.

Integration with Existing HR Tools

Given that the user has integrated other HR tools with HRHarmony, when they access the Real-time Feedback Dashboard, then data from these tools should automatically populate relevant fields without manual input.

User Interaction with Dashboard Components

Given the dashboard is displaying survey results, when the user hovers over or clicks on specific data points, then relevant details (e.g., comments or detailed response breakdowns) should appear dynamically.

Automated Reporting

User Story: As a manager, I want to receive automated reports on employee feedback so that I can review trends over time and ensure that our cultural initiatives are aligned with employee needs and expectations.
Description: The Automated Reporting feature generates comprehensive reports on survey data, summarizing insights, trends, and metrics over specified periods. Users have the option to schedule these reports or request on-demand access, streamlining the evaluation of culture initiatives' effectiveness. This requirement supports data-driven decision making and fosters accountability by providing stakeholders with clear visibility into employee sentiments and organizational health.
Acceptance Criteria: Automated Reporting Generation for Scheduled Surveys

Given that an HR manager schedules a report generation for Pulse Check Surveys, when the scheduled time arrives, then the system should automatically generate a report summarizing insights and trends for the specified survey period without manual intervention.

On-Demand Reporting Access for Stakeholders

Given that a stakeholder requests an on-demand report for the latest Pulse Check Survey feedback, when they initiate the request, then the system should provide a report with insights and trends immediately without delay.

Data Accuracy and Consistency in Reports

Given that multiple Pulse Check Surveys have been conducted over a defined period, when the automated report is generated, then the report must reflect accurate data where no discrepancies exist between the presented insights and the raw data.

Customization of Reporting Parameters

Given an HR professional wants to customize the reporting parameters for a specific period or survey question, when they select their customized options and generate the report, then the system should produce a report reflecting only the selected parameters accurately.

Notifications for Report Availability

Given that a report has been successfully generated and is ready for review, when the report is complete, then the system should send a notification to the users who requested the report informing them that it's available for access.

Historical Data Comparison in Reports

Given that an HR manager wants to compare survey results from a previous period to the current period, when the report is generated, then it should include a section that highlights key differences or trends between the two periods for better decision-making.

User-Friendly Report Interface

Given that users access the Automated Reporting feature, when they view the reports, then the report interface should be intuitive with clear navigation, enabling users to easily comprehend the insights without requiring additional training.

Feedback Improvement Action Plans

User Story: As an HR professional, I want to document actionable steps based on employee feedback so that I can illustrate our commitment to responding to concerns and improving the workplace culture proactively.
Description: The Feedback Improvement Action Plans feature allows administrators to define and document action steps based on survey outcomes. It provides tools to assign responsibilities, set deadlines, and track progress on initiatives aimed at enhancing employee satisfaction and engagement. This requirement facilitates an organized approach to addressing feedback, ensuring responsiveness and accountability within the HR team.
Acceptance Criteria: As an HR administrator, I want to create and assign action plans for feedback received from Pulse Check Surveys so that we can systematically address employee concerns and improve satisfaction.

Given a completed Pulse Check Survey, when the administrator selects the survey results, then they should be able to create a new Feedback Improvement Action Plan.

As an HR administrator, I need to assign action items to team members based on the Feedback Improvement Action Plan so that we can ensure accountability for each task.

Given an open Feedback Improvement Action Plan, when the administrator assigns a task to a team member, then the system should notify the assigned member and display the task within their dashboard.

As an HR administrator, I require a deadline feature for each action item in the Feedback Improvement Action Plan to ensure timely execution of tasks.

Given an existing action item in a Feedback Improvement Action Plan, when the administrator sets a deadline, then the system should update the task with the new deadline and notify relevant stakeholders.

As an HR administrator, I want to track the progress of each action item in the Feedback Improvement Action Plan so that we can monitor the effectiveness of our response to feedback.

Given a Feedback Improvement Action Plan, when the administrator views the status of action items, then they should see completion percentages and any comments from team members on their progress.

As an HR administrator, I need to generate reports based on Feedback Improvement Action Plans to analyze the impact of our initiatives over time.

Given completed Feedback Improvement Action Plans, when the administrator requests a report, then the system should generate a summary report detailing actions taken and employee satisfaction trends.

Integration with Employee Profiles

User Story: As an HR analyst, I want to analyze survey results by different employee demographics so that I can better understand specific group concerns and tailor initiatives that effectively address their unique challenges.
Description: The Integration with Employee Profiles requirement ensures that Pulse Check Surveys can be linked back to individual employee profiles, allowing for segment analysis by department, tenure, or demographics. This feature enhances the ability to identify gaps and trends among different employee groups, leading to more targeted and effective cultural initiatives. This integration aligns the surveys with broader organizational goals and helps HR teams provide tailored support where it's most needed.
Acceptance Criteria: Integration of Pulse Check Surveys with Employee Profiles by HR teams during survey deployment to collect feedback based on various demographics.

Given an HR professional is setting up a Pulse Check Survey, when they select the integration option for employee profiles, then the system should automatically link survey responses to the demographics collected from employees' profiles.

Analysis of survey data segmented by department and tenure using the integrated employee profiles feature.

Given that survey results have been collected, when an HR team queries responses by department, then the system should return data segmented accurately reflecting each department's employee responses and tenure metrics.

Real-time visualization of survey results in relation to employee demographics and cultural initiatives.

Given that the HR team is reviewing the Pulse Check Survey results, when they access the dashboard, then they should see real-time analytics that depict survey results alongside employee demographics, allowing for a clear understanding of cultural trends.

Utilization of employee profile integration in generating targeted survey invitations to specific employee groups.

Given that a Pulse Check Survey is ready to be deployed, when the HR team selects demographic filters, then the system should send survey invitations only to the targeted employee groups defined by those filters.

Assessment of gaps in employee engagement through survey response trends using integrated profiles.

Given the analysis of survey results over a quarter, when the HR team reviews responses, then the system should highlight specific gaps in engagement by department, tenure, or demographics based on the integrated employee profiles.

Feedback loop implementation based on individual survey responses linked to employee profiles for tailored HR responses.

Given that employees submit their survey responses, when these responses are analyzed, then the system should trigger tailored feedback sessions for employees based on their identified feedback trends and demographic data.

Feedback Publicity Mechanism

User Story: As an employee, I want to see summary feedback results from my peers so that I feel confident that my voice is being heard and that changes in the workplace are being made in response to our collective feedback.
Description: The Feedback Publicity Mechanism allows for the sharing of anonymous survey insights with the entire organization while maintaining employee confidentiality. This feature is vital for fostering transparency and encouraging participation, as employees see that their inputs are valued and acted upon. By publicly sharing key findings and resulting action steps, it strengthens the trust between employees and management, contributing to an open feedback culture.
Acceptance Criteria: Employees can view the results of Pulse Check Surveys within their HRHarmony dashboard after each survey cycle is completed.

Given that a Pulse Check Survey has been completed, when the results are compiled, then the insights should be displayed anonymously in the HRHarmony dashboard for all employees to access.

Management can see aggregated survey results and action plans derived from employee feedback during team meetings.

Given that Pulse Check Surveys have been conducted, when management holds a team meeting, then the aggregated survey results and corresponding action plans should be accessible for discussion and review.

Employees receive notifications regarding new survey results and subsequent action taken by management based on their feedback.

Given that survey results have been published, when management takes action based on this feedback, then all employees should receive a notification detailing the insights and actions taken via email and within the HRHarmony platform.

Employees are able to provide feedback on the Feedback Publicity Mechanism to ensure it meets their needs.

Given that the Feedback Publicity Mechanism is in use, when employees provide feedback on its effectiveness, then there should be a system in place to collect this feedback consistently and associates should see adjustments implemented based on collective insights.

The organization can benchmark its cultural health over time using the data from multiple surveys.

Given that multiple Pulse Check Surveys have been conducted, when the organization reviews survey analytics, then there should be a visual representation of trends available for benchmarking cultural health over specified time periods.

Anonymity of employee responses is maintained, ensuring no identifiable information is shared in the survey results.

Given that employees are submitting their feedback through Pulse Check Surveys, when results are published, then there should be no identifiable information disclosed, ensuring full anonymity is preserved.

Sentiment Analyzer

The Sentiment Analyzer utilizes AI to assess qualitative feedback provided in open-ended surveys, turning employee comments into actionable insights. By categorizing responses into positive, negative, or neutral sentiments, this tool reveals underlying trends and areas of concern that may not be evident in quantitative data alone. This feature helps Culture Builders understand employee sentiment and address issues proactively.

Requirements

AI Sentiment Classification

User Story: As an HR manager, I want the Sentiment Analyzer to categorize employee feedback automatically so that I can quickly identify trends and address issues without having to manually analyze feedback.
Description: The AI Sentiment Classification requirement entails developing a robust AI algorithm capable of accurately categorizing employee feedback into positive, negative, or neutral sentiments. This classification will utilize natural language processing (NLP) techniques to analyze open-ended survey responses. The aim is to provide Culture Builders with quick access to employee sentiment trends, enabling them to identify areas for improvement and recognize positive reinforcement opportunities. The functionality will integrate seamlessly into the existing HRHarmony platform, allowing for real-time sentiment analysis and reporting. By automating this process, HR teams can save time and gain insights that would be otherwise buried in qualitative feedback, leading to more informed HR strategies and enhanced employee relations.
Acceptance Criteria: Sentiment analysis on employee feedback from a quarterly survey to gauge overall workplace morale.

Given a completed quarterly survey with open-ended responses, When the Sentiment Analyzer processes the responses, Then the analyzer categorizes at least 90% of the feedback into positive, negative, or neutral sentiments accurately.

Real-time sentiment analysis dashboard displaying results from recent employee feedback.

Given the Sentiment Analyzer has processed the latest employee feedback, When the Culture Builders access the dashboard, Then the dashboard displays real-time sentiment trends with a visual representation of sentiment distribution.

Generating a report based on categorized sentiments for senior management review.

Given the Sentiment Analyzer has completed the analysis of employee feedback, When a report is generated for senior management, Then the report includes a summary of categorized sentiments and identifies at least three key trends or concerns.

Integration of the Sentiment Analyzer with the existing HRHarmony platform for seamless user experience.

Given the Sentiment Analyzer is fully integrated with HRHarmony, When users access feedback analysis, Then they can utilize the Sentiment Analyzer without any disruption in their experience and with fully functional features.

Utilizing the Sentiment Analyzer during bi-weekly team meetings to address employee concerns.

Given the HR team uses the Sentiment Analyzer results in their bi-weekly meetings, When the analysis is presented, Then at least two actionable insights are identified for follow-up discussions with the team.

Sentiment Trend Reporting

User Story: As a Culture Builder, I want to visualize trends in employee sentiment over time so that I can measure the impact of our HR initiatives and improve employee engagement.
Description: The Sentiment Trend Reporting requirement focuses on developing a reporting feature that visualizes sentiment analysis over time. This reporting tool will aggregate categorized data to highlight patterns, fluctuations, and key insights into employee sentiment. It will support various chart types for enhanced visualization and allow users to filter results by department, survey period, or specific feedback themes. By integrating this feature into HRHarmony, HR professionals can track employee sentiments longitudinally and correlate changes to HR initiatives or organizational changes, thereby understanding the effectiveness of their actions and adjusting strategies accordingly.
Acceptance Criteria: Sentiment Trend Reporting for HR Professionals Monitoring Employee Feedback

Given HR professionals have accessed the Sentiment Trend Reporting feature, when they select a specific department and a date range, then the system should display a line chart showing sentiment trends categorized into positive, negative, and neutral over the selected period.

User Filtering Capability in Sentiment Trend Reporting

Given HR professionals are reviewing sentiment trends, when they apply filters for survey period and specific feedback themes, then the reporting tool should dynamically update the visualizations to reflect the filtered data accurately and promptly.

Integration of Sentiment Analysis Data with Visual Reports

Given that the Sentiment Analyzer has categorized feedback, when HR professionals generate a report, then the visual representation must include data that accurately correlates with the analyzed sentiments and trends.

User Interface and Usability of Sentiment Trend Tool

Given HR professionals are using the Sentiment Trend Reporting feature, when they navigate the user interface, then all components (charts, filters, legends) should be intuitive and easy to use, with no more than 3 clicks required to access key insights.

Exporting Sentiment Reports for Stakeholder Review

Given HR professionals have generated a sentiment trend report, when they choose to export the report, then the system should produce a PDF file containing all relevant charts and data points formatted correctly for presentation to stakeholders.

Real-time Updates of Sentiment Trend Reports after New Data Collection

Given that new employee feedback data has been collected from open-ended surveys, when HR professionals refresh the Sentiment Trend Reporting feature, then the visual data should update in real-time to reflect the latest employee sentiments without delay.

Feedback Loop Mechanism

User Story: As an HR professional, I want to gather follow-up feedback from employees after addressing sentiment issues so that I can ensure our actions resonate positively with them and continuously improve our engagement strategies.
Description: The Feedback Loop Mechanism requirement involves creating a system that allows HR managers to act on the insights generated by the Sentiment Analyzer. This feature will facilitate the collection of follow-up feedback from employees concerning actions taken in response to the sentiment analysis. By integrating this loop into the HRHarmony platform, organizations can ensure that employee voices are continuously recognized and addressed, fostering a culture of responsiveness and improvement. This requirement aims to create a cycle of feedback that enhances engagement and trust within the organization.
Acceptance Criteria: Sentiment Analyzer Integration for Feedback Loop

Given that an HR manager accesses the Sentiment Analyzer, When qualitative feedback is received from an open-ended survey, Then the system should categorize the sentiments into positive, negative, or neutral and display them in a dashboard.

Collection of Follow-Up Feedback

Given that actions have been taken in response to sentiment analysis, When an HR manager requests follow-up feedback from employees, Then the system should facilitate a follow-up survey allowing employees to express their thoughts on the actions taken.

Actionable Insights Reporting

Given that the Sentiment Analyzer has processed feedback, When insights are generated, Then the HR manager should receive a report summarizing sentiment categories and trends, allowing for informed decision-making.

Employee Engagement with Feedback Cycle

Given the implementation of a Feedback Loop Mechanism, When follow-up feedback is collected, Then the system should show an increase in employee participation and sentiment scores, indicating improved engagement.

Notification for HR Managers

Given that new feedback has been received after implementing changes, When feedback is processed, Then the HR manager should receive a notification prompting them to review the new insights.

Continuous Improvement Tracking

Given that multiple feedback cycles have been established, When analyzing historical data, Then the HR manager should be able to identify trends over time that indicate areas of continuous improvement or persistent issues.

User Interface for Feedback Visualization

Given that a feedback cycle is in place, When HR managers access the feature, Then they should find an intuitive user interface that visually represents employee sentiment trends in a straightforward manner.

Real-time Alerts for Negative Sentiment

User Story: As an HR manager, I want to receive instant alerts about negative employee sentiments so that I can address issues before they escalate into larger problems.
Description: The Real-time Alerts for Negative Sentiment requirement describes the functionality of generating automated alerts for HR managers when negative sentiment thresholds are exceeded in employee feedback. This feature will monitor ongoing sentiment analysis and send real-time notifications to concerned parties. By proactively addressing emerging issues, HR teams can engage with employees before problems escalate, enhancing the organization’s ability to maintain a positive work environment. This requirement ensures that HR managers are alert to potential issues as they arise, allowing for timely intervention and support.
Acceptance Criteria: Real-time Alerts for Negative Sentiment - Scenario 1

Given a predefined negative sentiment threshold is set, when employee feedback is analyzed and exceeds the threshold, then an automated alert should be sent to the HR manager's dashboard within 5 minutes.

Real-time Alerts for Negative Sentiment - Scenario 2

Given the HR manager has configured alert preferences, when a negative sentiment is detected, then the HR manager receives a push notification on their mobile app immediately.

Real-time Alerts for Negative Sentiment - Scenario 3

Given multiple alerts generated from various feedback submissions, when the alerts are logged, then the system should categorize and display alerts in order of severity on the HR dashboard.

Real-time Alerts for Negative Sentiment - Scenario 4

Given a negative sentiment alert is sent, when the HR manager accesses the alert details, then the manager should view a summary of the feedback comments that triggered the alert.

Real-time Alerts for Negative Sentiment - Scenario 5

Given that the system runs a sentiment analysis regularly, when the threshold is adjusted by the HR manager, then the alerts should reflect this change and apply to future feedback without delay.

Real-time Alerts for Negative Sentiment - Scenario 6

Given that the system has sent an alert for negative feedback, when the issue is resolved, then the HR manager should be able to mark the alert as resolved, and the history should be updated accordingly.

Real-time Alerts for Negative Sentiment - Scenario 7

Given that the negative sentiment alert contains actionable insights, when the HR manager explores these insights, then the system should provide suggested action items based on historical data and trends.

Integration with Employee Engagement Surveys

User Story: As an HR manager, I want the Sentiment Analyzer to automatically pull in data from our engagement surveys so that I can analyze feedback without repetitive data entry.
Description: The Integration with Employee Engagement Surveys requirement focuses on connecting the Sentiment Analyzer with existing employee engagement survey tools. This integration will allow for automatic importing of qualitative feedback from surveys into the Sentiment Analyzer, simplifying the data analysis process for HR teams. By enabling a cohesive flow of feedback data, HRHarmony can enhance the accuracy and timeliness of sentiment analysis, further ensuring that HR professionals have access to essential feedback at their fingertips. This requirement promotes a more streamlined approach to gathering and analyzing employee sentiment.
Acceptance Criteria: Integration of Sentiment Analyzer with Survey Tool

Given that the Employee Engagement Survey tools are connected to HRHarmony, when feedback is submitted through these surveys, then all qualitative responses should be automatically imported into the Sentiment Analyzer within 10 minutes of submission.

Categorization of Sentiment Data

Given that qualitative feedback has been imported into the Sentiment Analyzer, when the analysis is performed, then the responses should be categorized accurately into positive, negative, or neutral sentiments with a precision rate of at least 90%.

User Alert System for Trends

Given that sentiment analysis has been completed, when trends indicating significant shifts in sentiment are detected, then users should receive an alert notification within HRHarmony to facilitate timely intervention.

Dashboard Display of Insights

Given that sentiment data has been analyzed, when HR professionals access the analytics dashboard, then they should see a comprehensive summary of sentiment categorized by department and sentiment type.

Application of Data Security Protocols

Given that employee sentiment data is being processed, when data is stored within the system, then it must adhere to industry standards for data protection and privacy, ensuring encryption and access control are in place.

User Training and Documentation

Given that the Sentiment Analyzer feature has been developed, when HR professionals initiate the tool, then they should have access to detailed training materials and documentation to guide them through using the feature effectively.

Culture Improvement Roadmap

The Culture Improvement Roadmap is a dynamic, personalized plan that provides actionable recommendations based on survey insights and analytics. It highlights specific areas for improvement, suggests initiatives to foster inclusivity and collaboration, and tracks progress over time. By giving Culture Builders a clear direction for enhancing their workplace culture, this feature enables targeted and effective cultural transformation.

Requirements

Culture Assessment Survey

User Story: As an HR manager, I want a customizable Culture Assessment Survey so that I can gather actionable feedback from employees about our workplace culture and understand areas for improvement.
Description: The Culture Assessment Survey requirement involves creating a robust survey tool within HRHarmony that allows organizations to gather insights on employee perceptions, engagement levels, and cultural health. This survey will be customizable, allowing companies to tailor questions to their unique workplace contexts. The feedback collected will serve as the foundation for the Culture Improvement Roadmap, identifying specific areas of improvement while benchmarking against industry standards. Integration with the existing dashboard will provide real-time analysis of results, enabling HR professionals to make data-driven decisions aimed at fostering a collaborative and inclusive workplace culture.
Acceptance Criteria: Culture Assessment Survey Completion by Employees

Given the HRHarmony platform is operational, when all employees access the Culture Assessment Survey link, then at least 80% of employees must complete the survey within the designated time frame set by HR.

Customization of Survey Questions by HR Managers

Given that the survey tool is accessible, when HR managers navigate to the survey customization section, then they must be able to add, edit, or remove questions, and save changes without errors.

Real-time Analysis of Survey Results on the Dashboard

Given that employees have completed the Culture Assessment Survey, when HR professionals access the dashboard, then they must be able to see real-time updates on survey results with visually clear representations of employee perceptions and engagement levels.

Benchmarking Against Industry Standards

Given the survey results are compiled, when HR professionals access the benchmarking report, then they must be able to view comparisons of their organization’s cultural health against industry standards with clear metrics displayed.

Tracking Progress Over Time with the Culture Improvement Roadmap

Given that the Culture Improvement Roadmap is generated from the survey insights, when HR professionals implement initiatives based on the roadmap, then they must be able to track and visualize progress over time through the HRHarmony platform.

Feedback Loop for Continuous Improvement

Given the initial survey and subsequent initiatives, when HR managers collect feedback on the effectiveness of implemented changes, then they must be able to revisit the survey tool and measure improvements in employee perceptions in a follow-up survey.

Actionable Insights Dashboard

User Story: As a Culture Builder, I want an Actionable Insights Dashboard so that I can easily visualize employee feedback and receive tailored recommendations for initiatives that enhance our workplace culture.
Description: The Actionable Insights Dashboard requirement entails developing a visual analytics tool that showcases key metrics and recommendations derived from the Culture Assessment Survey results. This dashboard will provide HR managers and Culture Builders with real-time data visualization, highlighting trends in employee feedback, level of engagement, and specific areas demanding attention. Additionally, deployment of machine learning algorithms will generate actionable recommendations for initiatives aimed at improving workplace culture, such as team-building activities or recognition programs. This integration will promote a proactive approach to cultural improvement.
Acceptance Criteria: HR managers and Culture Builders access the Actionable Insights Dashboard after a recent Culture Assessment Survey to analyze the results and formulate a plan for culture improvement initiatives.

Given an HR manager accesses the Actionable Insights Dashboard, when the dashboard loads, then all key metrics from the Culture Assessment Survey should be displayed graphically and clearly.

HR managers review the automated recommendations generated by the machine learning algorithms on the dashboard to identify actionable initiatives to improve workplace culture.

Given the HR manager is on the Actionable Insights Dashboard, when they view the recommendations section, then they should see at least three actionable initiatives related to employee engagement and inclusivity based on the survey data.

Culture Builders want to track the progress of initiated culture improvement initiatives over time using the dashboard's visualization tools.

Given valid initiatives have been implemented following the survey recommendations, when the Culture Builder accesses the progress tracking section, then they should see a chronological display of metrics indicating the impact of these initiatives over time.

An HR manager conducts a monthly review meeting using the Actionable Insights Dashboard to present key trends and gather input from their team.

Given the HR manager opens the dashboard for the meeting, when they present key trends, then all graphs and charts must update in real-time without lag and reflect the most current data.

Culture Builders collaborate with HR managers using the insights from the dashboard to adjust strategies on culture improvement based on the latest employee feedback.

Given the latest survey data has been added to the dashboard, when Culture Builders and HR managers discuss the data, then they should be able to generate a report summarizing insights and proposed adjustments in less than 10 minutes.

HR managers utilize the dashboard to inform upper management about the current state of workplace culture and ongoing initiatives in a quarterly board meeting.

Given the HR manager prepares for the board meeting using the dashboard, when they present the findings, then they should utilize at least two visual aids (charts or graphs) that clearly demonstrate improvements in employee engagement and culture metrics.

Culture Builders receive notifications from the dashboard when new trends or metrics indicate significant changes in employee feedback.

Given a significant change occurs in metrics derived from the Culture Assessment Survey, when the dashboard is updated, then the Culture Builders should receive an automated notification within one hour of the data update.

Initiatives Implementation Toolkit

User Story: As an HR professional, I want an Initiatives Implementation Toolkit so that I can easily access resources and templates to implement culture improvement initiatives effectively.
Description: The Initiatives Implementation Toolkit requirement includes creating a comprehensive suite of resources and templates that support organizations in executing the recommendations derived from the Culture Improvement Roadmap. This toolkit will feature step-by-step guides, best practices, and customizable templates for various initiatives like workshops, training sessions, and inclusion strategies. It will empower HR teams to implement actions effectively and efficiently, fostering a culture that values continuous improvement and employee satisfaction. This feature aims to eliminate barriers to implementation, ensuring organizations can translate insights into tangible cultural change.
Acceptance Criteria: HR teams access the Initiatives Implementation Toolkit during a scheduled culture improvement meeting to review actionable recommendations from the Culture Improvement Roadmap.

Given the HR team has logged into the HRHarmony platform, when they navigate to the 'Initiatives Implementation Toolkit', then they should see a comprehensive list of resources, templates, and step-by-step guides relevant to the recommendations provided.

A culture builder uses the toolkit to customize a workshop template for an upcoming inclusivity training session based on insights from the Culture Improvement Roadmap.

Given the culture builder selects a workshop template from the toolkit, when they customize the content and save it, then the template should retain the customized inputs and be available for future use.

The HR team implements a new initiative using the resources found in the Initiatives Implementation Toolkit to address a specific area identified in the Culture Improvement Roadmap.

Given the HR team has chosen an initiative to implement, when they utilize the guides and templates from the toolkit, then they should be able to execute the initiative and complete documentation verifying adherence to best practices outlined in the toolkit.

The effectiveness of the implemented initiatives is reviewed during a quarterly cultural assessment meeting with stakeholders.

Given the HR team presents the outcomes of the initiatives taken from the toolkit, when stakeholders review the progress report, then they should see measurable improvements in employee engagement scores and key metrics outlined in the Culture Improvement Roadmap.

Upon updating the toolkit based on user feedback, HR teams need to access the latest version of the resources.

Given the toolkit has been updated with new resources based on user feedback, when HR teams log into their accounts, then they should see notifications and descriptions of the newly added resources when they access the toolkit.

Progress Tracking Mechanism

User Story: As an HR leader, I want a Progress Tracking Mechanism so that I can monitor the effectiveness of culture initiatives and adjust strategies as needed for continuous improvement.
Description: The Progress Tracking Mechanism requirement involves developing a functionality that allows HR harmony users to monitor the impact of implemented cultural initiatives over time. This feature will compile data related to employee feedback, participation rates in initiatives, and observable changes in workplace culture. It will provide visual progress reports that help HR leaders assess the effectiveness of their cultural improvement strategies. By fostering accountability and transparency, this requirement supports iterative refinement of initiatives, ensuring they remain aligned with organizational goals.
Acceptance Criteria: User accesses the Progress Tracking Mechanism dashboard to view the impact of implemented cultural initiatives over the past quarter.

Given the user is logged in and has access to the Progress Tracking Mechanism, when they navigate to the dashboard, then they should see a summary report indicating the participation rates, employee feedback scores, and observable changes in culture metrics for the selected period.

HR leaders want to generate a visual report on the effectiveness of cultural initiatives implemented in the last six months.

Given the user selects the time frame of the last six months, when they request a visual report, then the system should generate a report that displays key performance indicators such as engagement levels, initiative participation rates, and cultural shift indicators in easy-to-read charts and graphs.

A Culture Builder needs to review specific feedback from employees after cultural initiatives are rolled out.

Given the cultural initiatives are implemented, when the Culture Builder requests feedback data for those initiatives, then the system should provide detailed analytics that summarize employee feedback comments and ratings specifically related to each initiative.

The HR Manager wants to track the real-time progress of cultural initiatives to ensure continuous improvement.

Given the HR Manager is monitoring active initiatives, when they check the progress tracking section, then they should see real-time updates on participation rates and employee sentiment metrics, allowing for immediate adjustments if needed.

A manager is preparing for a quarterly review and needs to assess the impact of cultural changes on team morale.

Given the manager is compiling data for the quarterly review, when they export the progress tracking data, then they should receive a comprehensive report that includes all relevant metrics related to team morale and engagement linked to cultural initiatives.

Users need to receive alerts when participation rates for cultural initiatives drop below a certain threshold.

Given that notification settings are configured, when participation falls below the predefined threshold, then the system should automatically send notifications to the relevant HR personnel indicating the need for intervention.

Feedback Loop Implementation

User Story: As an employee, I want an easy way to provide ongoing feedback on culture initiatives so that I feel heard and can contribute to the continuous improvement of our workplace environment.
Description: The Feedback Loop Implementation requirement encompasses designing a system that allows employees to provide continuous feedback on the effectiveness of cultural initiatives and overall workplace satisfaction. This will be facilitated through periodic pulse surveys or feedback sessions, resulting in a more dynamic and responsive culture improvement process. By integrating this feedback loop into HRHarmony, organizations can adapt their strategies on-the-fly, ensuring the cultural initiatives remain relevant and impactful. The goal is to cultivate a culture of open communication and responsive leadership.
Acceptance Criteria: Employee Feedback Submission Process

Given an employee logs into the HRHarmony platform, when they navigate to the Feedback Loop section and submit their feedback via a pulse survey, then the feedback is successfully recorded and visible in the analytics dashboard for review.

Real-Time Feedback Visibility

Given that feedback is submitted through the pulse surveys, when an HR manager accesses the feedback analytics dashboard, then they should see the latest feedback entries, including timestamp and employee anonymity status, updated in real-time.

Feedback Frequency and Reminders

Given the established schedule for pulse surveys, when the survey time approaches, then employees receive a reminder notification at least 24 hours prior to the survey being distributed.

Feedback Influence on Culture Initiatives

Given the collected feedback data, when the Culture Improvement Roadmap is reviewed, then it should reflect actionable changes in initiatives based on employee suggestions and satisfaction levels.

Leadership Response to Feedback

Given the submitted feedback, when a leadership review is conducted, then there should be a documented response or action plan addressing the key themes highlighted by the feedback within one month.

Quarterly Feedback Review Meeting

Given the ongoing feedback data, when a quarterly meeting with stakeholders is held, then a summary report detailing feedback trends, action items, and impact assessments should be presented.

Employee Anonymity Assurance

Given the pulse surveys are anonymous, when employees provide feedback, then the system must ensure that no personally identifiable information is associated with the feedback, maintaining confidentiality.

Integration with Learning Management System (LMS)

User Story: As an HR manager, I want HRHarmony to integrate with our Learning Management System so that I can provide relevant training programs that reinforce our culture improvement initiatives for our employees.
Description: The Integration with Learning Management System (LMS) requirement aims to connect HRHarmony with existing Learning Management Systems used by organizations to enhance employee training and development in line with culture improvement initiatives. This integration will allow for seamless access to training modules that reinforce the desired cultural shifts, such as inclusivity training or team collaboration workshops. By offering contextual training options based on survey insights, organizations can ensure that their employees are equipped with the necessary skills and knowledge to support a thriving workplace culture.
Acceptance Criteria: Integration with LMS system for training module access

Given that the HRHarmony platform is integrated with the LMS, when a user accesses the training module section of the Culture Improvement Roadmap, then they should see a list of relevant training modules related to inclusivity and collaboration.

User authentication and access controls

Given that the HRHarmony user is logged in, when they attempt to access the integrated training modules, then their access should be verified against their permissions, ensuring only authorized users can view the content.

Real-time analytics feedback loop

Given that the LMS integration is active, when employees complete any training module, then HRHarmony should automatically update their progress and reflect this in the Culture Improvement Roadmap analytics dashboard.

Customizable training recommendations

Given that the LMS is connected, when the Culture Builders analyze survey results, then they should receive automated, tailored training recommendations based on the identified cultural gaps.

Seamless training module launch from HRHarmony

Given that the user selects a training module from the Culture Improvement Roadmap, when they click on the 'Launch' button, then the corresponding training module should open in the LMS without errors or downtime.

Feedback collection post-training completion

Given that an employee completes a training module, when they finish, then they should be prompted to provide feedback on the training immediately, which logs the response in HRHarmony for review.

Progress tracking and reporting

Given that users utilize the training modules, when the HR team accesses the Culture Improvement Roadmap progress reports, then they should see up-to-date statistics on training completion rates and user engagement metrics.

Engagement Benchmarking

Engagement Benchmarking compares an organization’s cultural metrics against industry standards and peer organizations. This feature allows leaders to see how their culture stacks up, identifying high-performing areas and those needing enhancement. By providing context for cultural performance, it empowers Culture Builders to set realistic goals and measure success in fostering an engaging workplace.

Requirements

Cultural Metrics Dashboard

User Story: As an HR manager, I want to access the Cultural Metrics Dashboard so that I can visually track employee engagement trends and make informed decisions regarding cultural enhancements.
Description: The Cultural Metrics Dashboard is an interactive control panel that displays key cultural metrics such as employee engagement scores, turnover rates, and feedback trends. It aggregates data from various sources within the HRHarmony platform and presents it visually through graphs and charts. This dashboard will allow leaders to quickly assess the state of their organizational culture and track changes over time. It is essential for enabling data-driven decision-making and supports culture-building initiatives by providing immediate insights into employee sentiments and behaviors.
Acceptance Criteria: Cultural Metrics Dashboard displays overall employee engagement scores for the current quarter, comparing them to historical data from the previous quarters.

Given the Cultural Metrics Dashboard is accessed by a department leader, when the dashboard is loaded, then the current quarter's employee engagement score is displayed alongside previous quarters' scores in a line graph.

The Cultural Metrics Dashboard provides a visualization of turnover rates segmented by department for the last 12 months.

Given the Cultural Metrics Dashboard is accessed, when a department leader filters the data for turnover rates by department, then the dashboard should display a bar chart representing turnover rates for each department over the last 12 months.

Users can access real-time feedback trends on employee engagement via the Cultural Metrics Dashboard.

Given the Cultural Metrics Dashboard is active, when a user selects the feedback trends tab, then they should see real-time updates of feedback responses visualized in a pie chart format.

The Cultural Metrics Dashboard allows users to set benchmarks against industry standards.

Given the Cultural Metrics Dashboard is in use, when a user inputs their organization's metrics, then the dashboard should compare and display these metrics against industry standards in a comparative chart.

The Cultural Metrics Dashboard aggregates data from different HRHarmony modules without manual data input.

Given the Cultural Metrics Dashboard is deployed, when data from various HRHarmony modules is generated, then the dashboard should automatically synthesize and display all relevant metrics without errors.

Users can export the Cultural Metrics Dashboard data into a report format for external sharing.

Given the Cultural Metrics Dashboard is being used, when a user clicks the export button, then they should receive a downloadable report of the displayed metrics in PDF format.

The dashboard shows alerts for metrics that fall below predefined thresholds.

Given the Cultural Metrics Dashboard is displaying metrics, when any metric falls below the predefined threshold, then the dashboard should highlight this metric in red with an alert notification for the user.

Peer Comparison Tool

User Story: As a culture builder, I want to use the Peer Comparison Tool so that I can understand how our engagement scores compare with similar organizations and identify areas for improvement.
Description: The Peer Comparison Tool facilitates the benchmarking of an organization's cultural performance against selected peer groups or industry standards. Users can choose specific metrics for comparison and view how their scores stack up against others. This tool helps identify areas of strength and opportunities for improvement by contextualizing cultural metrics within the broader industry landscape. It is vital for fostering transparency and encouraging healthy competitive insights amongst organizations aiming for cultural excellence.
Acceptance Criteria: User selects peer organizations from a predefined list to compare cultural metrics.

Given a user is logged in to HRHarmony, when they navigate to the Peer Comparison Tool, then they should be able to select at least three peer organizations from a provided list for comparison.

Users can choose specific metrics for comparison based on their organizational goals.

Given a user has selected peer organizations, when they view the comparison options, then they should be able to select at least five specific cultural metrics to include in the report.

Users receive a visual report comparing their scores against the selected peers.

Given a user has chosen peer organizations and selected metrics, when they submit the comparison request, then they should receive a visual report that displays their organization's scores alongside the peer scores for each selected metric.

Users can identify strengths and weaknesses based on the comparison results.

Given the visual report is generated, when the user reviews the results, then they should be able to easily identify at least two areas of strength and two areas for improvement based on the comparison.

Users can save and export the comparison reports for further analysis.

Given a user has generated a comparison report, when they choose to save or export the report, then the system should allow them to save it in PDF format and send it via email.

Users receive contextual insights based on industry standards during the comparison.

Given the user is viewing the comparison report, when they look at each metric, then the system should provide contextual insights and benchmarks from industry standards for comparison.

Users can access historical comparison data for trend analysis.

Given that a user has used the Peer Comparison Tool in the past, when they access the tool again, then they should be able to retrieve historical comparison data and trends for their organization.

Goal Setting Framework

User Story: As a team leader, I want to utilize the Goal Setting Framework to establish clear engagement goals for my team so that I can monitor our progress and make necessary adjustments throughout the year.
Description: The Goal Setting Framework provides a structured approach for leaders to set, track, and adjust goals related to employee engagement and cultural initiatives. It allows leaders to create specific, measurable, attainable, relevant, and time-bound (SMART) goals using insights from the engagement benchmarking data. This feature encourages proactive culture management and enables organizations to evaluate their progress toward fostering a more engaging workplace over time.
Acceptance Criteria: Successful structure of SMART goals creation process in the Goal Setting Framework.

Given a user is on the Goal Setting Framework page, when they enter a specific, measurable, attainable, relevant, and time-bound goal, then the system should save the goal and display a confirmation message.

Input validation for goal setting to ensure compliance with SMART criteria.

Given a user is entering a goal, when they submit a goal that does not meet one or more SMART criteria, then an error message should appear indicating which criteria were not met.

Tracking feature for monitoring goal progress over time.

Given a user has created a SMART goal, when they access the tracking dashboard, then the user should see the progress percentage and any related engagement metrics displayed visually.

Integration of engagement benchmarking data to inform goal setting.

Given a user is in the Goal Setting Framework, when they select an industry benchmark, then the system should automatically populate relevant historical engagement metrics to assist in goal formation.

Reporting functionality to evaluate goal success over time.

Given a user has active goals in the system, when they request a report on goal outcomes, then the system should generate a report showing progress, completion status, and insights based on engagement metrics.

User access control for the Goal Setting Framework functionality.

Given a user without sufficient permissions attempts to access the Goal Setting Framework, then the system should deny access and display an appropriate notification.

Automated Reporting System

User Story: As an HR professional, I want to receive automated reports on engagement metrics so that I can share consistent updates with leadership and recommend areas for focus without manual effort.
Description: The Automated Reporting System generates periodic reports on cultural metrics and engagement benchmarks with minimal user input. These reports can be scheduled and customized, providing insights into both successes and areas requiring attention. This system reduces the administrative burden on HR teams and ensures that stakeholders receive timely updates on cultural performance, informing decision-making and strategy adjustment.
Acceptance Criteria: Generate a quarterly report on cultural engagement metrics for the HR department during the last week of the quarter, summarizing key data points and comparing them against industry standards.

Given that the report is scheduled, When the last week of the quarter arrives, Then an automated report should be generated and sent to the HR department with metrics and comparisons clearly displayed.

Allow users to customize the content of the automated reports based on selected metrics and peer organizations before sending.

Given that a user requests a report, When the report customization options are presented, Then the user should be able to select specific metrics and peer comparison options and the system must reflect these choices in the generated report.

Ensure that the generated reports are accessible in a user-friendly format and can be easily downloaded or printed.

Given that the report has been generated, When the user accesses the report, Then it should be available in multiple formats (PDF, Excel) for download and printing, ensuring compatibility with standard tools.

Send notifications to stakeholders whenever a new report is generated highlighting key findings and areas for improvement.

Given that a new report is generated, When the report is completed, Then stakeholders should receive an automated notification email summarizing the key findings and any recommended actions based on the report.

Implement user access controls to ensure only authorized HR personnel can view and customize the report settings and generated content.

Given that a user attempts to access the report settings, When the user is not authorized, Then the system should deny access and display an appropriate error message indicating lack of permissions.

Evaluate the system's performance to ensure reports are generated and delivered within a specified time frame to maintain efficiency.

Given that reports are scheduled to be generated, When the time for report generation comes, Then the report should be produced and delivered to users within 10 minutes of the scheduled time.

Integrate feedback functionality to capture user satisfaction and suggestions on the reporting system for continuous improvement.

Given that a report has been distributed, When users receive the report, Then there should be an option to provide feedback on the report content and usefulness through a simple survey.

Feedback Loop Integration

User Story: As an employee, I want to provide feedback on our organizational culture easily so that I can express my views and contribute to enhancing our work environment.
Description: The Feedback Loop Integration feature allows employees to provide ongoing feedback related to cultural initiatives and engagement efforts. This feature includes tools for anonymous surveys, pulse checks, and solicitation of qualitative feedback. By creating a continuous feedback mechanism, it empowers organizations to remain attuned to employee sentiments and make real-time adjustments to cultural strategies, fostering an agile and responsive workplace environment.
Acceptance Criteria: Employees can submit feedback anonymously through the HRHarmony platform after cultural initiatives are deployed.

Given an employee is logged into HRHarmony, when they navigate to the feedback section, they should see an option to submit anonymous feedback. Then, upon submission, the system should confirm receipt of the feedback without revealing the employee's identity.

The HR department can create and distribute pulse checks to gauge employee engagement levels over time.

Given the HR department has access to the HRHarmony admin panel, when they select the pulse check option and distribute it via email to all employees, then all employees should receive the pulse check within 24 hours, and the response rate should be tracked and reported back to HR.

Management can view aggregated feedback results from cultural initiatives through a dedicated dashboard.

Given the management team has accessed the HRHarmony performance dashboard, when they view the feedback statistics, then the dashboard should display aggregate results of feedback received, categorized by different cultural initiatives, with clear visualizations such as graphs or metrics.

Employees receive notifications to participate in feedback activities, ensuring high engagement rates.

Given an employee is using HRHarmony, when a new feedback opportunity is created, then the employee should receive a notification through both email and an in-app alert to encourage participation and provide feedback.

The system provides managers with actionable insights based on feedback trends over time.

Given managers are reviewing feedback trends in the HRHarmony admin panel, when they access the insights section, then they should see recommendations based on the most common themes in the feedback, aiming to improve cultural initiatives.

HR can schedule periodic qualitative feedback sessions with team leads to discuss engagement results.

Given the HR manager has access to the scheduling tool in HRHarmony, when they select dates and times for qualitative feedback sessions, then those sessions should be successfully scheduled and all invited participants should receive a calendar invitation.

Employees can track their own feedback submissions and see how their input influences cultural initiatives.

Given an employee has submitted feedback via HRHarmony, when they return to the feedback section, then they should see a confirmation of their past submissions along with updates on changes made based on employee feedback, ensuring transparency in the feedback process.

Actionable Insights Dashboard

The Actionable Insights Dashboard consolidates all cultural data into a user-friendly interface that highlights crucial metrics, trends, and areas needing attention. It allows Culture Builders to visualize data in real-time, enabling them to make informed decisions swiftly. This feature enhances the ability to track cultural initiatives’ effectiveness and pivot strategies as needed, driving continuous improvement.

Requirements

Real-time Data Visualization

User Story: As a Culture Builder, I want to visualize cultural data in real-time so that I can make informed decisions quickly and improve our workplace initiatives.
Description: The Real-time Data Visualization requirement focuses on enabling users to view and interact with significant cultural metrics through dynamic charts and graphs. This functionality is essential for users to quickly identify trends and patterns within their organization's culture, allowing them to respond proactively. It integrates seamlessly with the existing data sources of HRHarmony, pulling in data such as employee engagement scores, turnover rates, and feedback from cultural initiatives. The outcome is a tangible improvement in the decision-making process and the efficacy of initiatives aimed at enhancing workplace culture.
Acceptance Criteria: User accesses the Actionable Insights Dashboard to review engagement scores after an employee feedback initiative has been conducted.

Given that the user is logged into HRHarmony, when they navigate to the Actionable Insights Dashboard, then they should see updated engagement scores represented in a dynamic chart that reflects changes over the past month.

A Culture Builder wants to evaluate the effectiveness of turnover rates in relation to cultural initiatives implemented in the last quarter.

Given that the user is viewing the turnover rate metric on the dashboard, when they apply a filter for the last quarter, then the dashboard should update to show the turnover rate as a percentage along with a corresponding trend line for visual comparison.

In a strategic meeting, HR professionals need to demonstrate the real-time impact of employee initiatives on overall workplace culture.

Given the user has access to real-time data, when they present the dashboard during the meeting, then the insights shown should include at least three key metrics with visuals that update dynamically in response to live data changes.

A user reviews the data on employee feedback trends to identify areas for improvement in company culture.

Given that the user is on the dashboard, when they hover over a data point in the employee feedback trend graph, then they should see a tooltip displaying the exact percentage and comments associated with that data point.

HR professionals track the changes in employee engagement after adjustments in HR policy.

Given that the user has implemented a new HR policy, when they check the engagement scores on the dashboard after one month, then the scores should reflect a change, and comparisons should be available with historical data for the previous month.

A Culture Builder wishes to communicate insights on employee engagement with the leadership team.

Given that the user is preparing to present data, when they use the dashboard to export the insights into a presentation format, then the export should include charts, graphs, and a summary report of findings relevant to employee engagement.

Automated Sentiment Analysis

User Story: As a HR manager, I want automated sentiment analysis to capture employee feedback so that I can address issues before they escalate and foster a positive workplace culture.
Description: The Automated Sentiment Analysis requirement involves implementing AI-driven tools to assess and interpret employee feedback and engagement surveys, providing insights into employee sentiment on various cultural factors. This feature is vital as it goes beyond quantitative data by capturing the qualitative aspects of employee experiences, thus enriching the dashboard's insights. By integrating with existing survey tools, the outcome will be a more nuanced understanding of employee morale and engagement gaps, enabling timely intervention and strategy adjustments.
Acceptance Criteria: Automated Sentiment Analysis captures employee feedback from various survey tools and compiles insights into the Actionable Insights Dashboard for Culture Builders to assess.

Given the automated sentiment analysis is configured with existing survey tools, when an employee submits feedback, then the dashboard should update in real-time to display the sentiment score based on the latest responses.

Culture Builders access the insights dashboard to analyze employee sentiment and identify trends regarding engagement and morale.

Given the Actionable Insights Dashboard is live, when Culture Builders filter data by a specified time frame, then the dashboard should display sentiment trends accurately reflecting the selected period.

During a quarterly review, HR professionals evaluate the effectiveness of cultural initiatives based on insights gained from the sentiment analysis.

Given the sentiment analysis has processed employee feedback for the last quarter, when HR professionals generate the quarterly report, then the report should include a detailed breakdown of qualitative insights and quantitative metrics with actionable recommendations.

Culture Builders want to assess the impact of a new company initiative on employee sentiment captured by the sentiment analysis.

Given that the new initiative has been implemented, when Culture Builders analyze the sentiment data from the period before and after the initiative, then there should be a clear comparison indicating any positive or negative shifts in employee sentiment.

The dashboard integrates feedback from multiple departments to provide a holistic view of employee sentiment across the organization.

Given that feedback has been gathered from different departments, when Culture Builders access the dashboard, then it should allow for an aggregated view of sentiment scores and emerging concerns across departments.

HR professionals require insights to address any identified engagement gaps based on sentiment analysis.

Given that the sentiment analysis has identified engagement gaps, when the HR professionals review the recommendations displayed on the dashboard, then each recommendation should be linked to specific actions and resources for addressing the gaps effectively.

The sentiment analysis tool should ensure data integrity and security when processing employee feedback.

Given that employee feedback is sensitive information, when the sentiment analysis tool processes feedback, then it should comply with data protection regulations and ensure only authorized personnel can access the data.

Customizable Dashboard Widgets

User Story: As a Culture Builder, I want to customize my dashboard widgets so that I can focus on the metrics that are most important to my initiatives.
Description: The Customizable Dashboard Widgets requirement enables users to tailor the Actionable Insights Dashboard according to their specific needs and preferences. This functionality allows Culture Builders to select, arrange, and resize widgets that display the most relevant data points for their initiatives. It enhances user engagement by providing a personalized experience, ensuring users focus on the metrics that matter most to them. The integration with user profiles will ensure preferences are saved and easily accessible, leading to increased efficiency and satisfaction with the dashboard.
Acceptance Criteria: As a Culture Builder, I want to customize my Actionable Insights Dashboard by adding, resizing, and arranging widgets when I log in for the first time, so that I can personalize my dashboard to show relevant metrics at a glance.

Given that I am on the Actionable Insights Dashboard, when I select widgets to add, resize them as necessary, and arrange them in my desired order, then I should see the dashboard update in real-time to reflect these changes.

As a Culture Builder, I want to save my dashboard configurations so that whenever I log in again, my preferred layout and widget selections are persisted and available to me instantly.

Given that I have customized my dashboard, when I log out and log back in, then my previously saved dashboard layout and widget selections should be displayed exactly as I left them.

As a Culture Builder, I want to remove widgets from my dashboard so that I can declutter the view and focus only on the metrics that matter most to my initiatives.

Given that I am on the Actionable Insights Dashboard, when I select a widget to remove it, then I should see the widget disappear immediately from my dashboard layout.

As a Culture Builder, I want to access a help section within the dashboard widget customization so that I can easily understand how to manipulate widgets effectively.

Given that I am on the dashboard customization page, when I click on the help section link, then I should be redirected to an informative guide that clearly explains widget manipulation functions.

As a Culture Builder, I want the ability to reset my dashboard to default settings so that I can start over if my customizations are not working for my needs.

Given that I am on the Actionable Insights Dashboard, when I choose the 'Reset to Default' option, then all my custom widget configurations should revert back to the default settings within the dashboard.

As a Culture Builder, I want to view a preview of my dashboard changes before saving them so that I can confirm my widget arrangements are satisfactory.

Given that I have made changes to my dashboard, when I click on the 'Preview Changes' button, then I should see a temporary display of my dashboard reflecting the proposed customizations before I choose to save them.

Integration with Performance Tracking Tools

User Story: As a HR director, I want to integrate our performance tracking tools with the dashboard so that I can see how cultural initiatives affect employee performance.
Description: The Integration with Performance Tracking Tools requirement focuses on enabling the Actionable Insights Dashboard to connect seamlessly with existing performance management software used within the organization. This feature is critical as it consolidates data across various platforms, providing a holistic view of employee performance in conjunction with cultural metrics. The benefit is a comprehensive understanding of how cultural initiatives impact performance, leading to more informed decisions and strategies that align with both performance and cultural objectives.
Acceptance Criteria: Integration with existing performance management software during quarterly performance reviews.

Given the Actionable Insights Dashboard is connected to the performance tracking tools, when a Culture Builder accesses the dashboard, then they should see real-time performance metrics alongside cultural data without delays.

Cultural metrics are analyzed in relation to performance data for strategic decision-making sessions.

Given that the dashboard displays both cultural and performance data, when a Culture Builder generates a report, then the report must accurately reflect the correlation between cultural initiatives and employee performance metrics, updated within the last 30 days.

Immediate access to consolidated employee performance and cultural data during team meetings.

Given the Actionable Insights Dashboard is operational, when a Culture Builder opens the dashboard during a team meeting, then the interface must load within 5 seconds and display all requested data clearly and accurately.

Automatically sync performance reviews from performance tracking tools to the dashboard.

Given that the dashboard is integrated with performance management software, when a performance review is submitted in the performance tool, then the dashboard should reflect this update within 10 minutes.

Preparedness for audits of cultural initiatives impact on employee performance.

Given that the Actionable Insights Dashboard is used for auditing, when an audit report is requested, then the dashboard must provide access to historical data showing performance trends and cultural initiatives impact over the last 12 months.

Real-time alerts for Cultural Builders on trends affecting performance metrics.

Given that the dashboard is in use, when there are significant shifts in cultural metrics that correlate with performance data, then the dashboard should send automatic alerts to the Culture Builders within 15 minutes of detection.

User training session on the usage of the dashboard for strategic planning.

Given that training is provided for new users, when they complete the training session, then they should be able to demonstrate the ability to extract relevant performance and cultural data from the dashboard within 10 minutes.

Alerts and Notifications System

User Story: As a Culture Builder, I want to receive alerts about critical changes in cultural metrics so that I can take swift action to address issues and maintain a positive environment.
Description: The Alerts and Notifications System requirement encompasses creating mechanisms to inform users about critical changes in cultural metrics, such as significant dips in engagement scores or feedback trends. This feature is important for fostering a proactive approach to culture building, allowing users to react promptly to potential issues. By integrating with the dashboard, users will receive real-time alerts, which will enhance user awareness and engagement with the culture-building process. The expected outcome is improved responsiveness to employee needs and timely adjustments to cultural initiatives.
Acceptance Criteria: User receives a notification when engagement scores dip below a predetermined threshold.

Given the engagement scores are being tracked in real-time, when the score dips below the threshold, then the user receives an immediate alert notification on the dashboard.

Admin can customize the settings for alerts based on specific cultural metrics.

Given that the admin is configuring the dashboard, when they set criteria for alerts (e.g., engagement scores, feedback trends), then those settings are saved and utilized for future notifications accordingly.

Users receive a weekly summary report of the engagement metrics through email.

Given the notification settings allow for weekly summaries, when the week concludes, then an automated report is sent to users via email outlining key metrics and alerting any significant changes.

Users can view the history of alerts and notifications received.

Given that alerts are triggered based on cultural metrics, when the user accesses the notifications history section, then they can view a chronological log of all alerts with relevant timestamps and metrics.

Alerts are tested and confirmed to be received on various devices and platforms.

Given that the user has opted into notifications, when testing alerts, then the alert is successfully received on a desktop, mobile app, and email platform without delay.

Users can set personal preferences for the types of alerts they wish to receive.

Given that users are customizing their dashboard experience, when they select their preferences for report frequency and metrics they care about, then the system saves these preferences for future alerts.

The Alerts and Notifications System integrates seamlessly with the Actionable Insights Dashboard.

Given the user is accessing the Actionable Insights Dashboard, when changes occur in cultural metrics, then the alerts appear within the dashboard in real-time alongside relevant data visualizations.

Custom Culture Initiatives Tracker

The Custom Culture Initiatives Tracker allows Culture Builders to design, implement, and monitor specific cultural initiatives based on survey findings. Users can set objectives, assign ownership, and track progress in real-time. This feature promotes accountability and facilitates a collaborative approach to cultural enhancement, ensuring that initiatives are purposeful and aligned with employee needs.

Requirements

Real-time Initiative Monitoring

User Story: As a Culture Builder, I want to monitor the progress of cultural initiatives in real-time so that I can make timely adjustments and keep the team aligned towards our objectives.
Description: The Real-time Initiative Monitoring requirement enables Culture Builders to have immediate access to up-to-date information regarding the progress of cultural initiatives. This feature will utilize dashboards and visual indicators to display metrics related to each initiative, making it easier to assess if objectives are being met. By integrating performance tracking with ongoing initiatives, users can make data-driven decisions to adjust their strategies promptly. The functionality promotes transparency and encourages team engagement, ensuring that all stakeholders are aware of the project's status.
Acceptance Criteria: As a Culture Builder, I want to view a dashboard that shows the real-time progress of cultural initiatives so I can quickly assess their status and make necessary adjustments.

Given the Culture Builder is on the dashboard page, when they navigate to the 'Cultural Initiatives' section, then they should see a visual progress indicator for each initiative that updates in real-time.

As a Culture Builder, I need to set specific objectives for each cultural initiative to measure success and ensure alignment with employee needs.

Given the user is creating or editing a cultural initiative, when they input clear objectives into the designated fields, then the system should save these objectives and display them on the initiative's detail view.

As a Culture Builder, I want to assign ownership of cultural initiatives to team members to promote accountability and clear responsibilities.

Given the user is viewing a cultural initiative, when they assign an owner from the list of team members, then the system should notify the assigned owner and reflect this change in the initiative's details.

As a Culture Builder, I need to see historical data trends for initiatives to understand their effectiveness over time.

Given the user is on the initiative detail page, when they select the historical data option, then the system should display a graph showing the progress of the initiative over the selected timeframe.

As a Culture Builder, I want to receive alerts when an initiative is falling behind schedule to address issues promptly.

Given the user has set up alerts for initiatives, when the progress of an initiative drops below a designated threshold, then the user should receive a timely notification via email and in-app.

As a Culture Builder, I need to have an overview of all cultural initiatives to prioritize efforts effectively.

Given the user is on the culture initiative overview page, when they access the page, then they should see a comprehensive list of all initiatives with their current status and progress metrics displayed.

Objective Setting and Assignment

User Story: As a Culture Builder, I want to set specific objectives for our cultural initiatives and assign team members so that we can work collaboratively towards achieving our goals and improve accountability.
Description: The Objective Setting and Assignment requirement allows Culture Builders to define clear goals for each cultural initiative and assign responsible team members to ensure accountability. This feature enables users to specify measurable outcomes and deadlines, creating a structured approach to cultural initiatives. By facilitating clear assignments, this requirement will combine objectives and responsibilities within a user-friendly interface, enabling Culture Builders to align their teams towards a shared vision and establish ownership over initiatives.
Acceptance Criteria: As a Culture Builder, I want to create a new cultural initiative so that I can set clear objectives for improving workplace engagement.

Given I am logged into HRHarmony, when I navigate to the Custom Culture Initiatives Tracker and select 'Create New Initiative', then I should be able to enter objectives that are specific, measurable, achievable, relevant, and time-bound (SMART).

As a Culture Builder, I want to assign team members to each cultural initiative to ensure ownership and accountability for progress.

Given I have created a new cultural initiative, when I assign team members to the initiative, then those members should receive a notification and the assigned ownership should be reflected in the initiative details.

As a Culture Builder, I want to set deadlines for initiatives to track progress and ensure timely completion.

Given I have created objectives for a cultural initiative, when I assign a deadline, then the deadline should be saved accurately and displayed on the initiative overview page.

As a Culture Builder, I want to update the status of ongoing initiatives to keep track of their progress.

Given an initiative is currently in progress, when I change the status to 'Completed', then the initiative should reflect this status change and be archived accordingly.

As a Culture Builder, I want to view a dashboard of all cultural initiatives to assess the collective impact on workplace culture.

Given I am on the Custom Culture Initiatives Tracker dashboard, when I view the dashboard, then I should see all initiatives listed with their objectives, assigned members, and progress indicators.

As a Culture Builder, I want to withdraw an objective for a cultural initiative if it is no longer relevant.

Given a cultural initiative is created with assigned objectives, when I choose to withdraw an objective, then the objective should be removed from the initiative without affecting the overall initiative's status.

Initiative Impact Survey Integration

User Story: As a Culture Builder, I want to gather feedback from employees on the cultural initiatives implemented so that I can evaluate their effectiveness and make improvements based on actual experiences.
Description: The Initiative Impact Survey Integration requirement provides the capability to collect feedback from employees on the effectiveness of cultural initiatives through integrated surveys. This feature will enable users to design and deploy surveys that assess the impact of specific initiatives on employee engagement and workplace culture. The results will feed directly into the Custom Culture Initiatives Tracker, helping Culture Builders to evaluate success and iterate on future initiatives based on employee feedback, enhancing responsiveness and employee involvement.
Acceptance Criteria: Integration of the Initiative Impact Survey with the Custom Culture Initiatives Tracker allowing Culture Builders to access feedback immediately after survey completion.

Given a deployed initiative impact survey, when the survey is completed by at least 10 employees, then the responses should be automatically aggregated and reflected in the Custom Culture Initiatives Tracker within 5 minutes.

User ability to design custom surveys tailored to specific cultural initiatives and objectives.

Given that a Culture Builder is creating a survey, when they access the survey design interface, then they should be able to select from various question types (multiple choice, open-ended, etc.), set deadlines for responses, and define target respondents for each survey.

Tracking real-time progress of cultural initiatives based on feedback collected from the Initiative Impact Surveys.

Given that at least one impact survey for a cultural initiative has been completed, when the Culture Builder accesses the dashboard, then they should see updated metrics (like engagement scores, completion rates) reflected in real-time for the corresponding initiative.

Notifications to Culture Builders post-survey collection regarding survey results and actions needed.

Given that a survey collection period has ended, when the results are available in the system, then the system should automatically send notifications to the assigned Culture Builders detailing summary results and suggested next steps within 24 hours.

User ability to analyze and compare results from multiple initiatives over time to assess cultural impact.

Given that multiple survey results are stored in the system, when a Culture Builder requests a comparative report, then the system should generate a visual report comparing key metrics (engagement, participation) across these initiatives within 3 clicks.

The ability to iterate on cultural initiatives based on employee feedback received through surveys.

Given that feedback from an initiative impact survey highlights specific areas for improvement, when the Culture Builder reviews the feedback, then they should be able to adjust the associated initiative and set a new implementation timeline directly in the system.

Collaboration Tools for Culture Teams

User Story: As a team member, I want to have access to collaboration tools so that we can easily communicate and coordinate our efforts on cultural initiatives.
Description: The Collaboration Tools for Culture Teams requirement introduces features that facilitate communication and collaboration among team members involved in cultural initiatives. This includes shared documents, discussion forums, and real-time chat functionalities that help Culture Builders and their teams coordinate efforts, share insights, and track updates efficiently. By enhancing collaboration, this requirement ensures that all team members are synchronized, fostering a more cohesive effort towards cultural development.
Acceptance Criteria: Culture Builders initiate a cultural initiative project by creating a shared document in the Collaboration Tools for Culture Teams feature, allowing all team members to contribute their ideas and strategies.

Given that a Culture Builder creates a shared document, when the document is shared with team members, then each member should be able to edit the document in real-time and see changes without refresh delays.

Culture Builders hold a virtual meeting to discuss progress on initiatives, utilizing the real-time chat functionality for effective communication during the meeting.

Given that a virtual meeting is organized, when team members join the meeting, then they should be able to send and receive messages in the real-time chat without interruptions or delays.

The team implements a tracking system for cultural initiatives through the Collaboration Tools feature, allowing members to report on their assigned tasks and objectives.

Given that the tracking system is in place, when a team member updates their task status, then all other members should see the changes reflected in real-time with accurate timestamps.

Culture Builders gather feedback from team members after implementing a new cultural initiative to assess its effectiveness via a discussion forum.

Given that a discussion forum is active, when team members post their feedback, then their comments should be timestamped and visible to all participants to encourage open discussion.

Team members collaborate on developing strategies to enhance workplace culture through shared resources and materials stored in the Collaboration Tools feature.

Given that resources are uploaded to the shared space, when a team member accesses the resource library, then they should be able to download all relevant documents without error.

The Collaboration Tools feature allows Culture Builders to assign tasks to team members for completing cultural initiatives, enabling accountability.

Given that tasks are assigned within the tool, when a team member checks their task list, then they should see a clear list of all tasks assigned to them, including due dates and priority levels.

Culture Builders review the effectiveness of completed cultural initiatives through summarized reports generated by the Collaboration Tools for Culture Teams feature.

Given that a report generation feature is available, when the team submits their cultural initiatives data, then a complete report should be generated within five seconds and include key performance indicators.

Automated Reporting on Cultural Initiatives

User Story: As a Culture Builder, I want to automatically receive reports on the progress of our cultural initiatives so that I can evaluate outcomes efficiently and communicate results to stakeholders.
Description: The Automated Reporting on Cultural Initiatives requirement provides the functionality to generate regular reports that summarize the progress and impact of ongoing initiatives. This will include visualizations such as graphs and charts to present data in an easily digestible format. By automating reports, Culture Builders can save time on manual data compilation and focus on analyzing results and planning next steps. This feature will play a crucial role in maintaining transparency with stakeholders and facilitating informed decision-making.
Acceptance Criteria: User Generates Automated Report for Cultural Initiatives After a Quarter of Implementation.

Given the user has selected the 'Generate Report' option, When they specify the date range for the report covering the last quarter, Then the system generates a report summarizing all cultural initiatives implemented during that period, including progress metrics and visualizations such as charts and graphs.

System Sends Automated Report to Stakeholders via Email.

Given the automated report has been generated, When the user selects the option to email the report to stakeholders, Then the system successfully sends the report to the specified email addresses with the correct formatting and accessibility options.

User Views Automated Report with Visualizations and Data Points.

Given the user accesses the report section, When they click on a specific report, Then the report displays all relevant visualizations (graphs, charts) and data points clearly representing the progress of each cultural initiative.

User Customizes the Report Metrics Before Generation.

Given the user is on the report generation screen, When they select specific metrics to include or exclude from the report, Then the system generates the report according to the user’s selections, reflecting only the chosen metrics.

System Logs Errors During Report Generation.

Given that there is an issue with data retrieval during report generation, When the user tries to generate a report, Then the system logs the error, displays a user-friendly error message, and suggests the next steps to resolve the issue.

User Views Historical Data in the Report.

Given the user has generated the report, When they navigate to the section displaying historical data, Then the report includes comparative data from previous periods to illustrate trends and the impact of initiatives over time.

Admin Reviews Feedback on Report Effectiveness.

Given the user has sent the report to stakeholders, When the admin collects feedback regarding the report's clarity and usefulness, Then the feedback form indicates areas of improvement and overall satisfaction level from stakeholders.

Quest Log

The Quest Log provides a personalized checklist of onboarding tasks, structured like a game quest. New employees can track their progress, unlock accomplishments, and visualize their journey through each stage of the onboarding process. This feature enhances engagement and motivation, making the onboarding experience feel rewarding and fun.

Requirements

Interactive Task Checklist

User Story: As a new employee, I want an interactive checklist that I can use to track my onboarding tasks so that I can feel a sense of achievement as I complete each task and visualize my progress.
Description: The Interactive Task Checklist requirement involves developing a dynamic and engaging checklist for new employees that resembles a game quest. As users progress through their onboarding tasks, they can check off completed items, which will visually update their progress in real time. This functionality promotes user engagement and satisfaction by providing a sense of achievement as they unlock milestones and rewards throughout the onboarding process. Integration with HRHarmony's existing onboarding system will ensure seamless task assignment and tracking, contributing to a more structured and enjoyable onboarding experience.
Acceptance Criteria: New employee completes the onboarding task checklist as part of their HRHarmony onboarding journey.

Given the new employee has accessed their onboarding Quest Log, when they complete a task and check it off, then the checklist should visually update their progress in real-time, and they should see a notification indicating a milestone has been unlocked.

HR manager reviews the onboarding progress of new employees using the HRHarmony dashboard.

Given the HR manager accesses the onboarding dashboard, when they select a new employee's Quest Log, then they should be able to view a detailed report of completed tasks, progress percentage, and any unlocked achievements.

New employee receives reminders for incomplete onboarding tasks to ensure timely progress through the Quest Log.

Given the new employee has tasks remaining in their onboarding checklist, when the scheduled reminder time occurs, then they should receive a notification via email and within the HRHarmony interface reminding them of their pending tasks.

A new employee interacts with the Interactive Task Checklist during their first week at work.

Given the new employee is within their first week of onboarding, when they access the Interactive Task Checklist, then all tasks should be clearly listed, and they should be able to see the status of each task as incomplete, in progress, or complete.

New employee unlocks rewards after completing certain onboarding milestones.

Given the new employee has completed the specified number of tasks in their checklist, when they complete the final task for that milestone, then the system should automatically present them with a reward notification and details on how to redeem their reward.

The Interactive Task Checklist integrates seamlessly with existing HRHarmony onboarding features.

Given an employee accesses the Interactive Task Checklist, when they check off a task, then the task should synchronize with the main HRHarmony onboarding system and reflect the updated status across all relevant HR modules without delay or error.

Progress Visualization Graphs

User Story: As a new employee, I want to see a graph that visualizes my onboarding progress so that I can easily understand how far I have come and what tasks are left to complete.
Description: The Progress Visualization Graphs requirement entails creating a visual representation of the onboarding progress for new employees. Milestones will be represented graphically, allowing users to see their achievements and remaining tasks at a glance. These graphs will be integrated into the Quest Log feature and will update dynamically as tasks are completed. This functionality is integral to enhancing the onboarding experience, as it provides a visual cue for progress that can motivate users to complete their onboarding tasks more efficiently.
Acceptance Criteria: Visualizing Onboarding Progress for New Employees

Given a new employee using the Quest Log, when they complete a task, then the Progress Visualization Graph should update to reflect the new completion percentage and highlight the next milestone.

Dynamic Updates of Progress Graphs

Given a new employee is logged into the Quest Log, when they finish a task, then the Progress Visualization Graph should dynamically refresh within 5 seconds to show the updated progress.

Milestone Representation in Progress Graphs

Given a new employee views their Progress Visualization Graph, when they reach a milestone in their onboarding tasks, then the completed milestone should be visually distinct to indicate accomplishment (e.g., change in color or icon).

User Engagement with the Progress Visualization Graphs

Given a new employee is engaged with the Quest Log, when they click on a milestone within the Progress Visualization Graph, then detailed information about the completed tasks and upcoming tasks should be displayed.

Accessibility of Progress Visualization Graphs

Given a new employee has visual impairments, when they load the Quest Log, then the Progress Visualization Graphs must be compatible with screen readers and other accessibility tools to ensure inclusivity.

Performance Tracking of Onboarding Experience

Given HR professionals reviewing onboarding progress, when they access a report on employee progress, then the Progress Visualization Graphs should reflect accurate data for each new employee and be exportable to PDF format.

Gamification Elements

User Story: As a new employee, I want to earn badges and rewards for completing onboarding tasks so that I feel motivated to engage with the process and strive for achievements.
Description: The Gamification Elements requirement involves incorporating game-like features such as badges, rewards, and levels into the Quest Log. By implementing these elements, users can earn recognitions for completing specific onboarding tasks, making the experience more engaging and competitive. This requirement complements the existing features of HRHarmony, encouraging employees to actively participate in their onboarding and enhancing motivation through a fun and interactive platform.
Acceptance Criteria: Gamification Elements are integrated into the Quest Log during the onboarding process for new hires.

Given a new employee is using the Quest Log, when they complete an onboarding task, then they should receive a badge to acknowledge their achievement.

Employees can view their progress and achievements in real-time through the Quest Log interface.

Given a new employee is using the Quest Log, when they access their dashboard, then they should see a visual representation of their completed tasks and earned rewards.

The onboarding tasks in the Quest Log are categorized into different levels of difficulty for better engagement.

Given an onboarding task is created, when it is categorized, then it should be assigned a difficulty level (easy, medium, hard) that reflects the effort required to complete it.

Employees can share their achievements and badges with their peers within the HRHarmony platform.

Given an employee earns a badge, when they choose to share it on their profile, then their badge should be visible to other employees in their network.

Users receive notifications for rewards earned through the Quest Log after completing onboarding tasks.

Given a new employee completes a task in the Quest Log, when the task is marked as finished, then a notification should be sent to the employee confirming their reward.

The Quest Log tracks the total number of badges earned by each employee during onboarding.

Given an employee completes several tasks, when their badges are tallied, then the system should accurately display the total count of all badges earned in their profile.

The Quest Log provides customization options for the types of badges and rewards given for various tasks.

Given an HR administrator is setting up onboarding tasks, when they create a new task, then they should have the option to specify which badge/reward is associated with that task.

Personalized Onboarding Pathways

User Story: As a new employee, I want my onboarding tasks to be personalized to my role so that I can focus on the most relevant tasks that will help me succeed in my new position.
Description: The Personalized Onboarding Pathways requirement allows new hires to receive a tailored onboarding experience based on their role and department. By integrating this functionality into the Quest Log, HRHarmony can suggest specific tasks and resources relevant to each employee's position. This personalized approach ensures a more efficient onboarding process, as it aligns the tasks with the employee’s job requirements and responsibilities, ultimately leading to better performance and satisfaction during the transition into the company.
Acceptance Criteria: Personalized onboarding pathways are generated for new hires based on their departmental role and job responsibilities, ensuring each employee has a unique set of tasks and resources tailored to their needs.

Given a new hire has an assigned role and department, when they access the Quest Log, then they should see a personalized checklist of onboarding tasks relevant to their position that boosts engagement and motivation.

The Quest Log displays unlocked accomplishments after completing specific onboarding tasks, keeping new hires informed about their progress in real time.

Given a new hire completes a task on their personalized onboarding checklist, when the task is marked as complete, then the corresponding accomplishment should be visibly unlocked and displayed in their profile in the Quest Log.

The onboarding tasks provided in the Quest Log should be easily accessible and categorized to aid new hires in navigating their onboarding journey.

Given a new hire logs into HRHarmony, when they access their Quest Log, then they should see an organized layout of onboarding tasks categorized by focus areas (e.g., compliance, training, team integration) to streamline their onboarding experience.

The system should allow HR personnel to modify the onboarding pathways based on feedback from previous new hires, ensuring continuous improvement of the onboarding process.

Given that HR personnel receive feedback on the onboarding experience, when they make modifications to the task suggestions in the Quest Log, then the updated tasks should reflect the changes immediately for all current and future new hires.

New hires should receive notifications for upcoming tasks in their personalized onboarding pathways to keep them engaged and accountable.

Given a new hire has tasks scheduled in their onboarding checklist, when the task deadline approaches, then they should receive a notification via their preferred communication channel (e.g., email, in-app) reminding them to complete the task.

The personalized onboarding pathways should include a feedback mechanism where new hires can evaluate the relevance and helpfulness of each task upon completion.

Given a new hire has completed a task in their Quest Log, when the completion feedback form is presented, then they should be able to provide ratings and comments that are stored for future reference and used for onboarding improvement.

Feedback Loop Integration

User Story: As a new employee, I want to provide feedback on my onboarding tasks so that HR can improve the onboarding experience for future hires based on my insights.
Description: The Feedback Loop Integration requirement focuses on incorporating an automated feedback mechanism within the Quest Log. Following the completion of certain tasks, new employees will be prompted to provide feedback on their onboarding experience, which will be compiled and analyzed. This integration not only helps the HR team improve the onboarding process but also allows employees to express their thoughts and suggestions, fostering a culture of continuous improvement within the organization.
Acceptance Criteria: New employee completes their onboarding quest and reaches the feedback prompt stage.

Given a new employee has completed at least 75% of the onboarding tasks, when they reach the feedback prompt, then the feedback form should be displayed to them without errors.

HR team reviews the feedback received from new employees during onboarding.

Given multiple feedback submissions from new employees, when the HR team accesses the feedback report, then they should see compiled data with analytics on employee satisfaction and suggestions for improvement.

A new employee submits feedback after completing a onboarding quest.

Given a new employee has filled out the feedback form, when they click on the submit button, then a success confirmation message should be displayed and the feedback should be recorded in the database.

An automatic prompt is generated for feedback after a specific onboarding task is completed.

Given an onboarding task is marked as completed, when the task requires feedback, then an automated prompt for feedback should be triggered immediately after task completion.

New employees can access their submitted feedback at any time during their onboarding process.

Given a new employee has submitted feedback, when they navigate to the feedback review section in their Quest Log, then they should see their past feedback submissions listed with the option to edit or delete.

The feedback loop closure process is initiated by HR based on the feedback collected.

Given the HR team has analyzed the feedback, when they generate an action plan based on the feedback, then the new employees who provided feedback should be informed about the planned improvements via email.

Achievement Badges

Achievement Badges reward new hires for completing onboarding milestones and tasks. By gamifying the onboarding journey, this feature motivates employees to actively participate in their integration, fosters a sense of accomplishment, and encourages friendly competition among peers.

Requirements

Badge Design Customization

User Story: As an HR administrator, I want to customize the design of achievement badges so that they reflect our company's branding and values, enhancing employee recognition and motivation.
Description: The Badge Design Customization requirement allows HR administrators to create and customize visually appealing achievement badges. This includes options for varying shapes, colors, icons, and text, reflecting the company’s branding and values. The functionality ensures that badges are not only rewarding but also align with the organization's culture. The customization enhances employee recognition and makes the onboarding process visually engaging, thus inspiring new hires to achieve their goals.
Acceptance Criteria: Badge Creation by HR Administrator during Onboarding Process

Given the HR administrator is logged into the HRHarmony platform, When they access the achievement badges section and select 'Create New Badge', Then they should be able to choose the shape, color, icon, and text for the badge and save the design successfully.

Preview and Edit Badge Design

Given the HR administrator has created a badge, When they click on 'Preview Badge', Then the badge should display in the selected shape, color, icon, and text for review, and they should have the option to make edits before finalizing the design.

Apply Badges to Different Onboarding Milestones

Given the HR administrator has created and saved a badge design, When they navigate to the onboarding milestones section, Then they should be able to assign the badge to specific milestones and save these assignments successfully.

Visual Consistency with Company Branding

Given an achievement badge is designed, When the HR administrator reviews the badge, Then it should reflect the company's branding guidelines in color scheme and design style, ensuring a cohesive look and feel.

Badges Displayed to New Hires on Dashboard

Given the onboarding process is ongoing for new hires, When they log into their HRHarmony dashboard, Then they should see the achievement badges awarded for completing milestones clearly displayed, with their design properly rendered.

Error Handling in Badge Creation Process

Given the HR administrator attempts to create a badge without selecting mandatory elements (e.g., shape or color), When they try to save the badge, Then an error message should indicate the missing elements preventing the badge from being saved.

Review of Badge Impact on Employee Engagement

Given the badges have been implemented, When the HR administrator generates an engagement report after a quarter, Then they should see an increase in onboarding feedback scores correlated with the introduction of achievement badges.

Milestone Tracking System

User Story: As a new hire, I want to track my onboarding milestones so that I can see my progress and feel motivated to complete tasks efficiently.
Description: The Milestone Tracking System provides a comprehensive mechanism for tracking the completion of onboarding tasks by new hires. This includes setting specific milestones associated with training programs, ensuring timely completion, and enabling managers to monitor progress. The system’s integration with the platform allows automatic updates on new hires’ achievements, fostering a competitive spirit and rewarding engagement. This enhances the onboarding experience and encourages participation due to milestone recognition.
Acceptance Criteria: New hires complete their onboarding tasks and reach designated milestones within the Milestone Tracking System in the HRHarmony platform.

Given a new hire has completed the assigned onboarding tasks, when they log into the HRHarmony platform, then they should see their completed milestone reflected in the Milestone Tracking System with a corresponding achievement badge awarded.

Managers need to monitor the onboarding progress of their new hires to ensure timely task completion.

Given a manager accesses the Milestone Tracking System for their team, when they view a new hire's onboarding progress, then they should see a detailed report of completed milestones, pending tasks, and achievement badges earned, all updated in real-time.

The Milestone Tracking System integrates with other HRHarmony modules to provide an updated and seamless user experience.

Given the Milestone Tracking System is fully integrated with the HRHarmony platform, when a new hire completes an onboarding task, then the system must automatically update their achievement status across all relevant HRHarmony features without manual intervention.

Users should receive notifications for acknowledged achievements as new hires complete their onboarding milestones.

Given a new hire has reached a milestone and earned an achievement badge, when the milestone is completed, then the new hire should receive an immediate notification within the HRHarmony platform and an optional email summarizing their accomplishments.

New hires should have access to a visual representation of their progress towards onboarding milestones.

Given a new hire is navigating the Milestone Tracking System, when they view their onboarding dashboard, then they should see an intuitive visual representation (like a progress bar or checklist) indicating their current status against set milestones and badges earned.

The gamification of the onboarding process should promote engagement among new hires.

Given there are multiple new hires within a cohort, when they complete onboarding tasks, then the Milestone Tracking System should rank them based on badges earned, encouraging competition and participation through visible leaderboard functionality.

The system should allow HR professionals to customize milestone criteria based on various onboarding programs.

Given an HR professional is setting up the onboarding program in the Milestone Tracking System, when they define the milestones for each program, then they should be able to customize the criteria effectively to suit different roles and departments without technical assistance.

Progress Notifications

User Story: As a new hire, I want to receive notifications when I achieve an onboarding milestone so that I can stay motivated and informed about my progress.
Description: The Progress Notifications requirement enables automatic notifications to be sent to new hires and their managers when milestones are achieved. These notifications will celebrate accomplishments and remind users of pending tasks, keeping engagement levels high. Integrating real-time alerts via email or the application helps maintain momentum during the onboarding journey and ensures that no task goes unnoticed, leading to a smoother onboarding experience.
Acceptance Criteria: New hires receive notifications for completed onboarding milestones and tasks to enhance engagement.

Given a new hire completes a milestone, when the system processes this completion, then an automated email notification should be sent to the new hire and their manager within 5 minutes.

Managers receive reminders for their new hire’s pending tasks and milestones to facilitate support.

Given a new hire has pending tasks, when a week has passed without completion, then the system should automatically notify the manager via email about these pending tasks.

New hires are informed of their achievement badges when they complete onboarding tasks to celebrate successes.

Given a new hire completes onboarding tasks that qualify for achievement badges, when the system processes this completion, then a notification showcasing the earned badge should be sent within 5 minutes.

All notifications reflect the current status of tasks and milestones to ensure clarity and relevance.

Given a new hire's status changes, when a notification is generated, then it must accurately reflect the new status of the relevant tasks or milestones achieved.

Real-time alerts ensure that new hires do not miss any important notifications during onboarding.

Given that a new hire is actively using the HRHarmony platform, when a milestone is reached, then a real-time alert must appear on their dashboard immediately alongside their email notification.

Feedback is collected from new hires regarding the usefulness of the progress notifications to improve future iterations.

Given that a new hire receives a progress notification, when the onboarding is completed, then they must have the option to provide feedback on the notification's usefulness through a brief survey.

Social Sharing Feature

User Story: As a new hire, I want to share my achievements on social media so that I can celebrate my milestones and enhance my professional network.
Description: The Social Sharing Feature allows new hires to share their earned achievement badges on social media platforms such as LinkedIn or Facebook. This encourages employees to showcase their accomplishments publicly, promoting a positive organizational image. Additionally, it fosters peer recognition and may enhance recruitment efforts when potential candidates see the culture of achievement promoted within the company. This feature integrates sharing capabilities directly from the HRHarmony platform.
Acceptance Criteria: New hires complete their onboarding tasks and wish to share their achievement badges on LinkedIn directly from the HRHarmony platform.

Given the new hire is logged into HRHarmony, when they view their earned achievement badges, then they should have an option to share a badge on LinkedIn with a customizable message.

A new hire shares an achievement badge on Facebook after completing the onboarding process and checks for visibility among their friends.

Given the new hire shares an achievement badge on Facebook, when their friends view the post, then the badge should be displayed clearly, along with a link back to HRHarmony for context.

HR team wants to track how many achievement badges have been shared on social media to analyze the feature's impact on recruitment.

Given the HR team accesses the reporting dashboard, when they request social sharing statistics, then they should see a report detailing the number of badges shared on LinkedIn and Facebook over the past month.

A new hire attempts to share a badge without an active social media account linked to HRHarmony.

Given the new hire has not linked their social media account, when they try to share an achievement badge, then they should receive a prompt to link their account before sharing.

A new hire customizes their message while sharing an achievement badge on LinkedIn and wants to ensure it appears correctly on their profile.

Given the new hire customizes their share message for an achievement badge, when they post to LinkedIn, then the customized message should appear alongside the badge on their profile.

Reporting and Analytics Dashboard

User Story: As an HR manager, I want access to analytics about badge completion and engagement metrics so that I can assess the effectiveness of our onboarding process.
Description: The Reporting and Analytics Dashboard provides HR professionals with insights into the onboarding process. This includes metrics on badge attainment, task completion rates, and engagement levels among new hires. The dashboard enables data-driven decision-making and helps identify potential areas for improvement in the onboarding process. This functionality supports strategic HR initiatives by tracking the effectiveness of the achievement badges feature.
Acceptance Criteria: Dashboard User Access for HR Professionals

Given that an HR professional has access to the HRHarmony platform, when they navigate to the Reporting and Analytics Dashboard, then they should be able to view a list of all new hires along with their badge attainment status.

Badge Attainment Metrics Display

Given that a new hire has received achievement badges, when the HR professional views the dashboard, then the dashboard must display the total number of badges attained by each new hire and by the team as a whole.

Task Completion Rate Reporting

Given that new hires are completing onboarding tasks, when the HR professional views the dashboard, then they must see the completion rates for each onboarding task in percentage format, allowing tracking of engagement levels.

Engagement Level Insights

Given that the achievement badges are being earned, when the HR professional accesses the engagement metrics, then they should see a correlation graph indicating the relationship between badge attainment and engagement levels of new hires.

Exporting Dashboard Data

Given that HR professionals require reporting flexibility, when they wish to analyze the onboarding data further, then they should be able to export the dashboard data in CSV format with all relevant metrics.

Identification of Improvement Areas

Given that the HR professional examines the dashboard metrics, when they identify low task completion rates, then the dashboard must provide suggestions for improvement or highlight specific tasks that need attention.

Real-time Updates of Metrics

Given that new hires complete tasks or achieve badges, when an HR professional is viewing the Reporting and Analytics Dashboard, then the metrics displayed must update in real-time to reflect the most current data.

Interactive Tutorials

Interactive Tutorials offer step-by-step guides and videos, transforming traditional onboarding materials into engaging, hands-on learning experiences. This feature enables new employees to explore company policies, tools, and resources at their own pace, ensuring they feel confident and informed as they navigate their new roles.

Requirements

Guided Onboarding Pathways

User Story: As a new hire, I want a personalized onboarding experience so that I can quickly understand my role and responsibilities without feeling overwhelmed.
Description: The Guided Onboarding Pathways requirement allows for personalized onboarding experiences tailored to individual user roles. Utilizing AI, the system will analyze the new employee’s role and responsibilities and provide a curated set of tutorials and resources that directly address their specific needs. This is designed to enhance retention of information and significantly reduce the time taken to get up to speed in their new position, ensuring a more confident and productive start for new employees.
Acceptance Criteria: New employees log into HRHarmony for the first time and are automatically guided through the onboarding pathways relevant to their specific roles.

Given a new employee has logged into HRHarmony, When they select their role from the pre-defined options, Then they should be presented with a personalized onboarding dashboard featuring tutorials and resources tailored to their role.

A new employee receives notifications about their onboarding progress and required tutorials.

Given a new employee is engaged in their onboarding process, When they complete a tutorial, Then they should receive a notification confirming completion and recommended next steps for further learning.

The AI analyzes the new employee's profile and suggests the most relevant tutorials based on their role.

Given the employee profile is complete with role specifications, When the onboarding pathway is initiated, Then the AI should present at least three tutorials that are most relevant to the new employee's responsibilities.

HR personnel can monitor the onboarding progress of new employees through the admin dashboard.

Given the HR personnel accesses the admin dashboard, When they view the onboarding progress, Then they should see real-time updates showing completion status for each employee's tutorials and resources accessed.

New employees can provide feedback on the effectiveness of the tutorials they engaged with during onboarding.

Given a new employee completes their onboarding pathway, When they finish the last tutorial, Then they should be prompted to fill out a feedback form rating each tutorial on a scale of 1 to 5.

The system tracks the time spent by new employees on each tutorial during their onboarding.

Given a new employee is accessing tutorials, When they complete a tutorial, Then the system should log and display the total time spent on that tutorial in their onboarding progress report.

Progress Tracking Dashboard

User Story: As an HR manager, I want to track the onboarding progress of new hires so that I can ensure that they are effectively adapting to their roles and feel supported throughout their initiation period.
Description: The Progress Tracking Dashboard requirement provides HR managers and new employees with visibility into the onboarding process. This dashboard will display completed tutorials, assessments, and milestones achieved during onboarding. Users can track their progress in real-time while HR can monitor engagement levels and identify areas where additional support may be needed. This fosters accountability and ensures new employees remain engaged throughout their onboarding journey.
Acceptance Criteria: New Employee Progress Tracking during Onboarding

Given a new employee has logged into HRHarmony and started the onboarding tutorials, When they complete a tutorial, Then the Progress Tracking Dashboard should reflect that tutorial as completed in real-time.

HR Manager Monitoring Engagement Metrics

Given an HR manager is viewing the Progress Tracking Dashboard, When they access the dashboard, Then they should see a summary of the completion rates for each tutorial and assessments for all new employees.

Real-Time Updates in Progress Dashboard

Given a new employee has accessed multiple tutorials, When they complete any of the tutorials, Then the Progress Tracking Dashboard should update the progress percentage immediately without delays.

Identifying Areas for Support in Onboarding

Given an HR manager is analyzing the Progress Tracking Dashboard, When the completion rate of any tutorial is below 70%, Then the HR manager should receive an alert indicating the need for additional support for the new employees.

User Experience for Navigation in Dashboard

Given a new employee is using the Progress Tracking Dashboard, When they navigate to the page, Then they should find an intuitive layout that allows them to see their progress and access tutorials with ease.

Assessment Completion Confirmation

Given a new employee has completed an assessment, When they submit their answers, Then the Progress Tracking Dashboard should show the assessment status as completed and display the score attained.

Feedback Loop for Continuous Improvement

Given a new employee finishes all tutorials and assessments, When they submit feedback on the onboarding process, Then this feedback should automatically be logged and reported to HR for analysis in the Progress Tracking Dashboard.

Interactive Policy Quiz

User Story: As a new employee, I want to participate in quizzes after tutorials so that I can test my understanding and retention of important company policies.
Description: The Interactive Policy Quiz requirement introduces quizzes that engage new employees after they complete specific tutorials. Employees will answer questions related to company policies, procedures, and best practices, reinforcing their learning and retention of critical information. This feature will provide immediate feedback to the user, enhancing their understanding and endorsement of company culture while also enabling HR to identify knowledge gaps that may require further attention.
Acceptance Criteria: Interactive Policy Quiz engagement after completing an onboarding module

Given a new employee has completed a designated onboarding tutorial, when they access the Interactive Policy Quiz, then they should be presented with relevant questions based on the tutorial content that can be answered interactively and immediately.

Immediate feedback on quiz performance

Given a new employee has completed the Interactive Policy Quiz, when they submit their answers, then they should receive immediate feedback on their performance, including correct answers and explanations for incorrect responses.

Tracking employee quiz participation and scores

Given an HR staff member accesses the reporting dashboard, when they check the Interactive Policy Quiz section, then they should see a summary report of employee participation scores, completion rates, and knowledge gaps identified by the quiz results.

Quiz question update and accuracy validation

Given an HR administrator accesses the quiz management interface, when they update or add new questions to the Interactive Policy Quiz, then they should have the option to validate the accuracy of the quiz questions and set the correct answers.

Incorporation of company culture into quiz questions

Given a new employee participates in the quiz, when they are prompted with questions related to company culture, then they should be able to identify scenarios that reflect the organizational values and expected behaviors, demonstrating their understanding of the corporate culture.

User experience during the quiz

Given a new employee is taking the Interactive Policy Quiz, when they navigate through the questions, then the interface should be intuitive and responsive, allowing for easy navigation and encouraging complete engagement.

Completion certification of quiz

Given a new employee finishes the Interactive Policy Quiz, when they reach the end of the quiz, then they should receive a certificate of completion that can be saved or printed for HR records and personal acknowledgment.

Feedback Collection Mechanism

User Story: As a new hire, I want to give feedback on the tutorials so that I can help improve the onboarding experience for future employees.
Description: The Feedback Collection Mechanism is designed to allow new employees to provide real-time feedback on the tutorials and materials offered during their onboarding. This includes rating the usefulness of each module and providing comments about their experiences. Collecting this feedback will enable continuous improvement of the onboarding process and ensure that content remains relevant and engaging for future hires. It fosters a culture of open communication and iterative enhancements in the onboarding program.
Acceptance Criteria: Feedback Submission by New Employees During Onboarding

Given a new employee has completed a tutorial module, when they navigate to the feedback section, then they should be able to rate the module from 1 to 5 stars and provide written comments, and upon submission, receive a confirmation message that their feedback has been recorded.

Real-time Feedback Storage and Accessibility

Given feedback is submitted by a new employee on a tutorial module, when the data is processed, then the feedback should be stored in the database and be accessible to HR personnel for review without latency issues.

Feedback Utilization in Continuous Improvement

Given collected feedback from multiple new employees over a period of time, when the HR team reviews the feedback, then they should be able to identify key areas for improvement and implement necessary changes within the onboarding materials within two weeks.

Anonymity of Feedback Submission

Given that a new employee is submitting feedback on a tutorial module, when they submit their feedback, then their identity must remain anonymous to ensure they feel safe and encouraged to provide honest opinions.

Feedback Validation for Usefulness and Engagement

Given feedback ratings submitted by new employees, when aggregated, then at least 80% of the feedback must indicate that the tutorials were useful and engaging for the onboarding process.

Error Handling in Feedback Submission

Given a new employee attempts to submit feedback but encounters an error, when the error occurs, then the system should display a descriptive error message and prompt the user to retry submitting their feedback without losing previously entered information.

Multilingual Support for Tutorials

User Story: As a non-native English speaker, I want onboarding materials available in my language so that I can better understand the company and its procedures.
Description: The Multilingual Support for Tutorials requirement ensures that onboarding materials and tutorials are accessible in multiple languages relevant to the diverse employee base. By offering content in different languages, HRHarmony enhances inclusivity and ensures that all new hires, regardless of their primary language, can effectively engage with the onboarding process, understand company policies, and feel welcomed at the organization from day one.
Acceptance Criteria: New employees use the interactive tutorials in HRHarmony to navigate onboarding materials available in their preferred language during their first week at work.

Given a new employee selects their preferred language in the onboarding settings, when they access the interactive tutorials, then all content must be displayed in the chosen language without errors.

A bilingual HR manager reviews the multilingual support functionality to ensure all tutorials are accurately translated and culturally relevant before the release.

Given the HR manager accesses the interactive tutorials, when they check each tutorial in multiple languages, then all content must be accurate, contextually appropriate, and accessible in all supported languages.

New hires from diverse language backgrounds provide feedback on the usability of the multilingual interactive tutorials after completing the onboarding process.

Given that the new hires complete their onboarding using the interactive tutorials, when they are asked to evaluate their experience, then at least 80% of them should report that the tutorials were clear and helpful in their preferred language.

System administrators configure new language settings in HRHarmony before the launch of the interactive tutorials.

Given the system administrators log into the HRHarmony interface, when they navigate to the language settings, then they must be able to add, edit, and remove languages for the tutorials without causing system errors or downtime.

The HR department tracks the engagement metrics of the multilingual interactive tutorials for new employees over the first month after launch.

Given that the HR department monitors usage analytics, when they review engagement data, then there should be at least a 70% completion rate for the interactive tutorials across all languages by new employees within the first month.

Welcome Challenges

Welcome Challenges introduce playful tasks that encourage new hires to connect with their colleagues and the workplace culture. These challenges can include icebreakers, team-building activities, or social mixers, fostering relationships from the outset and promoting a sense of belonging within the organization.

Requirements

Icebreaker Task Creation

User Story: As an HR manager, I want to create customizable icebreaker tasks so that I can tailor the onboarding experience to fit our workplace culture and engage new hires effectively.
Description: Enable HR managers to create and customize icebreaker tasks for new hires. This feature allows HR to select from a list of predefined activities or create their own, ensuring that each task aligns with the organizational culture and goals. This functionality will enhance engagement by providing tailored activities that resonate with both new hires and existing staff. The created tasks will be easy to access and will automatically schedule in the onboarding workflow, facilitating integration into the overall onboarding process.
Acceptance Criteria: HR managers can create and customize an icebreaker task during the onboarding process for new hires.

Given an HR manager is logged into the HRHarmony platform, when they navigate to the Welcome Challenges section and select 'Create Icebreaker Task', then they should be able to choose from predefined activities and input custom activities, ensuring the task is tailored to the company culture.

New hires can easily access their assigned icebreaker tasks after they have been created by HR managers.

Given an HR manager has created an icebreaker task and scheduled it, when the new hire logs into the HRHarmony platform, then they should see the icebreaker tasks listed under their onboarding checklist with clear instructions and due dates.

HR managers can review the effectiveness of the icebreaker tasks in enhancing employee engagement.

Given that multiple icebreaker tasks have been completed by new hires, when the HR manager accesses the analytics dashboard in the HRHarmony platform, then they should see metrics reflecting participation rates, feedback scores, and engagement levels associated with the tasks.

New hires can provide feedback on the icebreaker tasks to improve future activities.

Given a new hire has completed an icebreaker task, when they submit feedback via the platform, then the HR manager should receive an aggregated summary of feedback highlighting areas for improvement or success.

Icebreaker tasks automatically integrate into the overall onboarding timeline.

Given that an HR manager has scheduled an icebreaker task for new hires, when the onboarding timeline is generated, then the scheduled icebreaker task should appear visually integrated into the timeline with proper marking for new hires and HR managers to view.

HR managers can edit or delete existing icebreaker tasks if necessary.

Given an HR manager wants to modify a previously created icebreaker task, when they select the task from the list, then they should have the option to edit the task details or delete the task entirely, with confirmation prompts to prevent accidental deletion.

Challenge Participation Tracking

User Story: As an HR manager, I want to track participation in welcome challenges so that I can assess engagement levels among new hires and make informed decisions on future tasks.
Description: Implement a system to track participation and completion rates of welcome challenges by new hires. The tracking will provide insights into engagement levels and the effectiveness of each challenge in promoting workplace connections. This data could be visualized through dashboards available to HR managers, enabling them to adjust future challenges based on what works best for team cohesion and employee satisfaction.
Acceptance Criteria: As an HR manager, I want to view a dashboard that displays the overall participation rates for welcome challenges among new hires, so I can assess engagement levels at a glance.

Given that the HR manager is logged into the HRHarmony platform, when they navigate to the challenge participation dashboard, then they should see the total number of new hires who participated, the number of challenges completed, and the percentage participation rate displayed clearly.

As a new hire, I want my participation in welcome challenges to be automatically tracked and shown in my personal profile, so I can see my engagement levels and completed tasks.

Given that a new hire has completed a welcome challenge, when they view their personal profile, then their profile should reflect the completed challenges and an accurate tally of their participation in the challenges.

As an HR manager, I want to compare the participation rates of different welcome challenges, so I can determine which challenges are most effective at fostering connections among new hires.

Given that at least two welcome challenges have been completed by new hires, when the HR manager accesses the analytics section of the dashboard, then they should see a comparative analysis of participation rates across all challenges with visual representation (e.g., bar charts or pie charts).

As a team leader, I want to receive notifications about the participation levels of my new team members in welcome challenges, so I can encourage further engagement where needed.

Given that new hires in a specific team have completed welcome challenges, when the participation rates drop below a predetermined threshold, then the team leader should receive an automated notification alerting them of the situation.

As an HR analyst, I want to generate reports based on completion rates of welcome challenges, so we can make data-informed decisions for future challenges.

Given that there is participation data available, when the HR analyst requests a report on the welcome challenge completion rates, then the system should produce a report detailing participation levels, engagement scores, and suggestions for future challenge improvements.

As an HR manager, I want to filter challenge participation data by department or team, so I can analyze patterns of engagement across different areas of the company.

Given that multiple welcome challenges have been conducted, when the HR manager applies filters by department or team on the dashboard, then the displayed data should accurately reflect the participation rates specifically for that selected group.

Social Mixer Scheduling

User Story: As an HR manager, I want to schedule social mixers so that new hires can meet their colleagues in a relaxed environment, fostering connections and team spirit.
Description: Add a scheduling feature for social mixers that integrates with the company calendar. This functionality will allow HR to set dates and times for large social events where new hires and current employees can mingle. It will notify participants about upcoming events and provide calendar integration across platforms to improve attendance and participation among all employees.
Acceptance Criteria: Scheduler integrates with user calendars for social mixers.

Given I am an HR user, when I schedule a social mixer in HRHarmony, then the event is automatically added to the company calendar and sent as an invitation to all participants' calendars.

Notifications for upcoming mixers are sent to participants.

Given a social mixer is scheduled, when the event date is approaching, then all participants receive email notifications and calendar reminders 48 hours prior to the event.

HR can set recurring social mixers.

Given I am an HR user, when I create a recurring social mixer event, then the system allows me to specify the frequency and automatically schedules future mixers with the same details until I choose to modify or cancel.

Participants can RSVP to the social mixer

Given a social mixer event invitation, when a participant receives the invitation, then they can respond with 'Accept', 'Decline', or 'Maybe', and their response is recorded in the system.

Participants can view event details and location.

Given a scheduled social mixer, when participants check their calendars, then they can see the event details including date, time, location, and any associated links or resources.

Social mixer scheduling allows for collaboration between HR and employees.

Given I am an HR user, when I schedule a social mixer, then I can invite employees to suggest activities or themes for the mixer, and those suggestions can be reviewed and implemented before finalizing the event.

Feedback Loop for Challenges

User Story: As a new hire, I want to provide feedback on challenges I've participated in so that I can help improve the onboarding experience for future employees.
Description: Introduce a feedback mechanism to evaluate welcome challenges through surveys and quick feedback forms after each activity. This feature will allow new hires to share their experiences and suggest improvements. Gathering this feedback will be vital for continuous improvement and will help tailor future challenges to enhance their effectiveness in fostering connections amongst employees.
Acceptance Criteria: New hires complete welcome challenges and provide feedback through the designated feedback loop within 24 hours after each challenge.

Given a new hire has completed a welcome challenge, when they access the feedback form, then they should be able to submit comments and suggestions regarding the challenge experience.

Recruiters review feedback collected from new hires regarding welcome challenges to assess areas for improvement.

Given feedback has been submitted by at least ten new hires, when the recruiter reviews the feedback, then they should be able to identify at least three actionable improvements based on the suggestions provided.

New hires receive a summary of feedback after completing the welcome challenge to promote engagement and continuous improvement.

Given a new hire has submitted feedback after a welcome challenge, when they access their dashboard, then they should see a summary report of overall feedback from the challenge, including highlights and suggested improvements.

The system generates an automated summary report of all feedback received from welcome challenges for HR review.

Given multiple feedback forms have been submitted, when the HR manager requests a feedback summary report, then the system should provide a report that includes average ratings and top suggestions from new hires.

New hires indicate their level of satisfaction with each welcome challenge through a standardized rating system.

Given a new hire has completed a challenge, when they fill out the feedback form, then they should be able to select a satisfaction rating on a scale of 1 to 5 for their experience.

Feedback forms are easily accessible to all new hires after each welcome challenge, ensuring high participation rates.

Given that a welcome challenge has occurred, when a new hire logs into the HRHarmony platform, then they should receive a notification prompting them to complete the feedback form within 24 hours.

HR management analyzes the feedback data to improve future welcome challenges and overall onboarding experience.

Given that feedback has been collected over multiple cycles, when the HR team conducts a review meeting, then they should be able to present trends and improvements based on the collected feedback.

Community Forum Integration

User Story: As a new hire, I want to connect with fellow employees in a community forum so that I can continue building relationships and feel included in the company culture.
Description: Integrate a community forum feature where new hires can share their challenge experiences and connect with each other outside of scheduled events. This virtual space facilitates ongoing interaction and relationship-building, even after onboarding is complete, and encourages a sense of community within the organization.
Acceptance Criteria: New hires access the community forum for the first time after completing their welcome challenges, seeking to share their experiences and engage with colleagues.

Given that a new hire has completed their welcome challenges, when they access the community forum, then the forum should load successfully without errors, displaying all relevant posts and content.

New hires post their experiences in the community forum after participating in various welcome challenges, aiming to spark discussions with colleagues.

Given that a new hire is logged into the community forum, when they create a new post about their welcome challenge experience, then the post should be visible to all community members and include options for likes and comments.

Team leaders want to monitor the engagement levels of new hires in the community forum post-welcome challenges to assess integration and connectivity.

Given that a team leader accesses the community forum dashboard, when they view the engagement metrics, then they should see the number of posts, comments, and active users within the last month.

New hires wish to participate in ongoing discussions about their welcome challenge experiences in the community forum.

Given that a new hire is viewing a post in the community forum, when they comment on that post, then their comment should be successfully added and visible to all other members of the forum.

New hires are unable to find the community forum link within the HRHarmony platform, impacting their ability to engage post-onboarding.

Given that a new hire is on the HRHarmony dashboard, when they search for 'community forum', then the correct link to access the community forum should be displayed prominently in the search results.

Feedback Adventure Map

The Feedback Adventure Map provides new employees with a visual representation of their onboarding progress and areas for feedback. This interactive map allows HR and managers to see how engaged new hires are and identify where additional support or resources are needed, ensuring a smoother onboarding experience.

Requirements

Interactive Feedback Loop

User Story: As a new employee, I want an interactive feedback loop with my manager so that I can receive timely insights on my progress and areas for improvement during my onboarding process.
Description: The Interactive Feedback Loop requirement aims to facilitate continuous engagement between new employees and their managers through real-time feedback mechanisms integrated within the Feedback Adventure Map. This functionality enables employees to request feedback on their performance and onboarding experience while providing managers with insights into employee sentiment and areas of concern. By promoting an open dialogue, this feature enhances communication, boosts morale, and ensures that new hires feel valued and supported throughout their onboarding journey.
Acceptance Criteria: HR Manager reviews the Interactive Feedback Loop during a new hire’s onboarding process to gauge engagement and support needs.

Given the new hire is onboarded, when the manager views the Feedback Adventure Map, then all real-time feedback requests from the new hire should be visible and easily accessible.

New employee requests feedback on their performance using the Feedback Adventure Map interface.

Given the new hire is logged into HRHarmony, when they click on the feedback request button, then a notification should be sent to their manager within 5 seconds.

HR team analyzes feedback trends from recent hires to identify areas for improvement in onboarding.

Given the feedback data is collected, when the HR team runs an analysis, then they should receive a report indicating at least 3 areas of concern mentioned by new hires within the last month.

Managers receive alerts for any outstanding feedback requests from new hires.

Given there are pending feedback requests, when the notification system is triggered, then the manager should receive an email and an in-app notification for each pending request.

New employees provide their sentiment on the onboarding experience through the feedback feature.

Given the new hire has completed their first month, when they submit their feedback via the Interactive Feedback Loop, then they should receive a confirmation of their submission immediately.

The system tracks the frequency of feedback requests made by new hires over time.

Given new hires have been onboarded, when HR reviews the report, then they should see a metric indicating the frequency of requests for feedback over the last 30 days.

HR Manager updates the feedback summary based on insights gathered from the Interactive Feedback Loop.

Given the feedback has been compiled, when the HR Manager updates the summary in the system, then the changes should reflect in the Feedback Adventure Map within 10 seconds.

Progress Visualization Tool

User Story: As an HR manager, I want a progress visualization tool so that I can monitor new hires' progress and quickly identify areas where they might be struggling during onboarding.
Description: The Progress Visualization Tool allows new hires and HR personnel to visually track onboarding milestones and feedback points within the Feedback Adventure Map. This graphical representation will enable users to see how far they have progressed in their onboarding journey and highlight the specific areas where they may require additional support. This capability promotes accountability and helps in identifying bottlenecks in the onboarding process, ultimately leading to improved employee integration and satisfaction.
Acceptance Criteria: New Hire Onboarding Journey Tracking

Given a new employee has logged into the system, When they navigate to the Feedback Adventure Map, Then they should see a visual representation of their onboarding milestones and feedback points over time.

Feedback Point Visibility for HR Personnel

Given HR personnel are reviewing new hires’ onboarding progress, When they access the Feedback Adventure Map, Then they should be able to view engagement metrics and feedback areas for each new hire individually.

Progress Highlighting for Bottleneck Identification

Given a new employee's onboarding journey is plotted on the Feedback Adventure Map, When identifying progress areas that require additional support, Then specific milestones flagged in red should indicate potential bottlenecks.

User-Friendly Interface for Interaction

Given the new hire is interacting with the Feedback Adventure Map, When they click on any milestone, Then a pop-up should provide detailed feedback and next steps in a user-friendly manner.

Data Accuracy in Progress Visualization

Given that the Progress Visualization Tool is operational, When a new employee completes a milestone, Then the visual representation on the map should be updated in real-time to reflect their current progress accurately.

Mobile Accessibility of the Feedback Adventure Map

Given that the Feedback Adventure Map is viewed on mobile devices, When a new hire accesses the map, Then it should be responsive and retain full functionality without loss of information or clarity.

Resource Allocation Feature

User Story: As a manager, I want to allocate specific resources to new employees based on their feedback so that I can provide them with the appropriate support to succeed during their onboarding phase.
Description: The Resource Allocation Feature will enhance the Feedback Adventure Map by providing managers with the ability to allocate targeted resources and support to new hires based on their feedback and progress. This includes accessing various training materials, mentorship opportunities, and team-building activities tailored to the individual needs of each employee. This personalized approach will ensure that new hires receive the right support at the right time, fostering a more efficient and effective onboarding experience.
Acceptance Criteria: As a manager, I want to identify an employee on the Feedback Adventure Map who is struggling with onboarding and allocate additional resources to support their development.

Given a new hire's progress is below the expected threshold on the Feedback Adventure Map, When the manager selects the new hire, Then the available resources such as training materials and mentorship options should be displayed clearly for selection.

As an HR professional, I need to verify that the allocated resources were successfully accessed and utilized by a new hire.

Given a new hire has been offered specific resources through the Resource Allocation Feature, When the new hire accesses these resources, Then a log should be created indicating resource utilization and the feedback should be updated on the Feedback Adventure Map.

As a manager, I want to ensure that the resources provided to new hires are tailored to their specific feedback and engagement levels.

Given different engagement levels indicated on the Feedback Adventure Map, When a resource is allocated to a new hire, Then it should match their unique feedback and proposed areas for support as per their profile.

As a new hire, I want to view my onboarding progress on the Feedback Adventure Map and see what resources are available to me.

Given I am logged into my HRHarmony account, When I access the Feedback Adventure Map, Then I should see my current onboarding progress and any personalized resources that have been allocated to me clearly highlighted.

As an HR professional, I want to assess whether using the Resource Allocation Feature improves new hire engagement during the onboarding process.

Given the use of the Resource Allocation Feature, When engagement metrics are analyzed for new hires pre and post implementation, Then there should be a measurable increase in engagement scores and resource utilization rates compared to previous onboarding cohorts.

As a manager, I want to be notified when new hires utilize the allocated resources to ensure follow-up and support.

Given a new hire has accessed an allocated resource, When the resource is used, Then an automatic notification should be sent to the manager prompting a follow-up action at the designated interval.

Automated Check-Ins

User Story: As a new hire, I want automated check-ins to assess my onboarding experience so that I can provide immediate feedback and feel supported throughout the process.
Description: The Automated Check-Ins requirement focuses on scheduling regular automated check-ins with new hires via the Feedback Adventure Map. These check-ins will include prompts for feedback, self-assessment metrics, and wellness check-ins to gauge employee morale and satisfaction. Automating this process ensures a consistent approach to employee engagement, alleviating the burden on managers while enhancing the onboarding experience. This feature not only supports the new hire but also provides valuable data for improving onboarding strategies.
Acceptance Criteria: New employee receives an automated check-in email after completing their first week of onboarding.

Given a new employee has completed their first week, when the system triggers the automated check-in, then the employee should receive an email with feedback prompts and self-assessment metrics within 24 hours.

HR manager views engagement metrics from the Feedback Adventure Map and identifies low engagement scores for a new hire.

Given the HR manager accesses the Feedback Adventure Map, when they select a new employee's profile, then they should see a clear visual indicator of the employee's engagement score and feedback history.

A new hire submits feedback through the automated check-in prompts.

Given the new hire receives the automated check-in email, when they reply to the email with their feedback, then their response should be logged in the system within 10 minutes for HR review.

The automated check-in process runs smoothly without any errors.

Given the scheduled automated check-ins are set up, when the system runs the check-in process, then it should complete without errors and update the log with successful completion for each new hire.

A new hire assesses their own onboarding experience through a self-assessment metric within the automated check-in.

Given the new hire engages with the self-assessment metric, when they complete the assessment, then their results should be recorded and available for HR to review within 30 minutes.

Managers receive reminders for upcoming check-ins due for their new hires.

Given a manager has new hires under their supervision, when an automated check-in is due, then the manager should receive a reminder notification 24 hours in advance.

Feedback from the automated check-ins is aggregated for reporting purposes.

Given the automated check-in feedback is collected, when the HR reports are generated, then the aggregated data should include all feedback and engagement metrics from new hires for the past month.

Feedback Analytics Dashboard

User Story: As an HR executive, I want a feedback analytics dashboard so that I can analyze onboarding experiences and improve our HR strategies based on real data.
Description: The Feedback Analytics Dashboard will provide HR managers and executives with insights derived from the feedback collected through the Feedback Adventure Map. This dashboard will visualize trends and patterns in employee engagement and feedback scores, allowing for data-driven decision-making regarding onboarding improvements and overall employee experience. By leveraging this analytical capability, the organization can enhance its onboarding processes and implement strategic changes to boost employee retention and satisfaction.
Acceptance Criteria: Feedback Analytics Dashboard displays real-time trends in employee engagement metrics for new hires after 30 days of onboarding.

Given the user is an HR manager, when they access the Feedback Analytics Dashboard, then they should see the employee engagement metrics updated in real-time, reflecting the feedback collected from the Feedback Adventure Map over the last 30 days.

The dashboard allows HR managers to filter feedback data by department, role, and date range.

Given the user is an HR manager on the Feedback Analytics Dashboard, when they apply filters for department, role, and date range, then the displayed metrics should accurately reflect only the feedback data that matches the selected criteria.

HR managers can export the data from the Feedback Analytics Dashboard to share with executives.

Given the user is an HR manager, when they click the 'Export' button on the Feedback Analytics Dashboard, then a downloadable file should be generated that includes all visible data in a spreadsheet format.

The dashboard provides visualizations such as charts and graphs to represent feedback trends over time.

Given the user is viewing the Feedback Analytics Dashboard, when they analyze the data, then they should see visual representations, including at least two types of charts (e.g., line and bar charts) reflecting feedback trends over a defined period.

HR managers receive notifications when feedback scores drop below a predefined threshold.

Given the HR manager has set threshold values for feedback scores, when the average score for any category drops below that threshold, then a notification should be sent to the HR manager’s dashboard.

The dashboard visualizes engagement trends segmented by various demographics including age, gender, and tenure.

Given that the HR manager accesses the demographic filters on the Feedback Analytics Dashboard, when demographic filters are applied, then the displayed engagement trends should update to accurately reflect the selected segments.

Personalized Career Path Mapping

User Story: As a new hire, I want personalized career path mapping so that I can understand my growth opportunities within the company and plan my career effectively.
Description: The Personalized Career Path Mapping feature will integrate within the Feedback Adventure Map to assist new employees in visualizing their potential career trajectories within the company. Leveraging data from employee performance, interests, and feedback, this feature presents tailored career advancement opportunities and development paths to guide employees in planning their future within the organization. This capability encourages long-term engagement and aligns personal goals with organizational objectives.
Acceptance Criteria: New employees access the Feedback Adventure Map during their onboarding process to view their personalized career path options.

Given a new employee is logged into HRHarmony, when they access the Feedback Adventure Map, then they should see a visual representation of at least three tailored career paths based on their performance and interests.

HR managers review a new employee's feedback and engagement levels through the Feedback Adventure Map to identify areas of needed support.

Given an HR manager is viewing the Feedback Adventure Map, when they select a new hire's profile, then they should be able to view the engagement score and receive alerts for any low engagement areas.

New hires receive suggestions for professional development resources based on their potential career paths shown in the Feedback Adventure Map.

Given a new employee is viewing their personalized career path, when they click on a suggested path, then they should see a list of at least five relevant training programs or resources tailored to that path.

The Personalized Career Path Mapping feature updates to reflect feedback from performance reviews after the onboarding period.

Given a new employee completes a performance review, when their data is updated in the system, then their Feedback Adventure Map should refresh to incorporate new career path recommendations.

New employees engage with the Feedback Adventure Map to navigate their onboarding experience and receive appropriate guidance.

Given a new employee interacts with the Feedback Adventure Map, when they reach milestones in their onboarding journey, then they should receive timely notifications for feedback requests and next steps.

HR teams analyze the effectiveness of the Personalized Career Path Mapping feature through user engagement metrics.

Given the Personalized Career Path Mapping is live, when HR analyses user engagement data after three months, then they should report an increase in employee engagement scores by at least 15%.

Cultural Fit Assessment Tool

User Story: As an HR manager, I want a cultural fit assessment tool so that I can evaluate how well new hires align with our company values and support their integration within the team.
Description: The Cultural Fit Assessment Tool will be integrated into the Feedback Adventure Map to help assess and document how well new employees align with the company's culture and values. This tool will gather feedback from peers and managers regarding the new hire's behavior and interactions, providing insights into the cultural integration process. This capability will aid HR in making informed decisions about team placements, further training, and support needed to foster a positive workplace culture.
Acceptance Criteria: New employees complete the cultural fit assessment during their onboarding process as part of the Feedback Adventure Map, allowing HR to gather insights into their alignment with company values.

Given a new employee, when they reach the cultural fit assessment section in the Feedback Adventure Map, then they must complete the assessment to proceed to the next onboarding stage.

HR managers review the results of the cultural fit assessments gathered from peer feedback on the Feedback Adventure Map.

Given a completed cultural fit assessment for a new employee, when HR managers access the analytics dashboard, then they should see a summary of feedback scores and comments from peers and managers.

The cultural fit assessment tool provides specific areas for improvement based on feedback collected during onboarding.

Given that the cultural fit assessment has been completed, when HR reviews the results, then there should be at least three actionable recommendations for the new employee's integration into the company culture based on peer feedback.

The cultural fit assessment tool is integrated into the Feedback Adventure Map without disrupting the user experience for new employees.

Given the incorporation of the cultural fit assessment Tool, when new employees interact with the Feedback Adventure Map, then they should report a satisfaction rating of 8 or higher on a scale of 10 regarding their onboarding experience and use of the tool.

HR can customize the cultural fit assessment questions to reflect specific company values and culture accurately.

Given access to the cultural fit assessment tool, when HR personnel customize the questions, then they must be able to add, edit, or remove at least three questions and save these changes successfully.

The cultural fit assessment tool generates a report summarizing the feedback for HR to use in strategic decision-making regarding the new hire.

Given that the cultural fit assessment has been completed, when HR requests a report, then they must receive a downloadable PDF or Excel format summarizing the assessment results and feedback within 24 hours.

Social Integration Hub

The Social Integration Hub connects new employees with their peers through collaborative spaces and forums designed for sharing experiences, insights, and advice. This feature promotes networking and relationships, ensuring that new hires feel welcomed into their new community.

Requirements

User Onboarding Workflow

User Story: As a new employee, I want an interactive onboarding experience so that I can quickly learn about the company and feel connected from the start.
Description: The User Onboarding Workflow requirement focuses on creating a structured, interactive process that guides new hires through their initial experience with HRHarmony. It involves automated welcome messages, checklists for completing necessary paperwork, and scheduling introductory meetings with assigned mentors or buddies. This feature enhances the onboarding process by making it more engaging and less overwhelming for new employees. The expectation is that users will feel supported and informed, leading to quicker adaptation to company culture and improved engagement from day one.
Acceptance Criteria: Automated Welcome Message Delivery

Given a new employee has been added to the HRHarmony system, when the employee's start date arrives, then an automated welcome message is sent via email and displayed in the HRHarmony dashboard.

Completion of Onboarding Checklist

Given a new employee is logged into their HRHarmony account, when they view their onboarding checklist, then all required tasks must display as incomplete until properly marked as complete by the user, ensuring clarity on outstanding items.

Scheduling Introductory Meetings with Mentors

Given a new employee is onboarded, when they click on the 'Schedule Meeting' button next to their assigned mentor, then the system should allow them to select a date and time, which should automatically be added to both the mentor's and new employee's calendars.

User Feedback on Onboarding Experience

Given a new employee completes their onboarding process, when they access the feedback section, then they should be able to submit feedback on their experience which will be stored in the HRHarmony system for review by HR.

Real-Time Performance Tracking Setup

Given a new employee has completed their onboarding tasks, when their profile is fully updated, then performance tracking metrics must be initiated, allowing both the employee and their manager to view progress from day one.

Integration with Social Integration Hub

Given a new employee has begun their onboarding, when they are led to the Social Integration Hub, then they should be able to join at least three forums or collaborative spaces relevant to their role within 10 minutes of accessing the feature.

Notification of Compliance Updates

Given a new employee has completed their onboarding, when a compliance update is initiated, then they should receive a notification via email and the HRHarmony dashboard within 24 hours of the update.

Peer Connection Suggestions

User Story: As a new employee, I want to receive recommendations for colleagues I should connect with so that I can quickly build my professional network.
Description: The Peer Connection Suggestions feature utilizes AI algorithms to match new employees with peers who share similar roles, interests, or backgrounds. This requirement entails creating a recommendation system that analyzes user profiles and activity to propose potential connections. By fostering relationships through targeted suggestions, this feature enhances workplace community, promoting collaboration and knowledge sharing among employees. It facilitates a smoother integration of new hires and aids in building meaningful relationships within the workplace.
Acceptance Criteria: New employee logs into HRHarmony for the first time after completing their onboarding process.

Given that the user is a new employee, When they access the Peer Connection Suggestions feature, Then the system will provide at least three relevant peer suggestions based on their role and interests.

A new hire wants to connect with other employees who have shared interests and similar roles.

Given that the new hire has filled out their profile with interests and job title, When they request peer suggestions, Then the system should display peers who have overlapping interests and comparable job responsibilities.

The HR manager reviews the effectiveness of the Peer Connection Suggestions after one month of deployment.

Given that the Peer Connection Suggestions feature has been in use for one month, When the HR manager analyzes connection data, Then they should see at least a 50% increase in successful peer connections among new hires.

A new employee interacts with suggested peers via the Social Integration Hub to enhance their integration experience.

Given that a new employee views peer suggestions, When they select a peer to connect with, Then the system should facilitate a way to initiate a conversation through the platform or provide contact details.

The system needs to ensure that peer suggestions adapt as employees update their profiles over time.

Given that an employee updates their profile information, When the update is saved, Then the Peer Connection Suggestions should be recalibrated to reflect new interests and role changes within 24 hours.

An employee wants to provide feedback on the Peer Connection Suggestions they received.

Given that an employee has received peer suggestions, When they submit feedback indicating whether the matches were relevant or helpful, Then the system should log this feedback for algorithm improvement purposes.

A new employee accesses the Peer Connection Suggestions while working remotely.

Given that the new employee is remote, When they check their Peer Connection Suggestions, Then the system should successfully provide peer suggestions without any geographical limitations.

Interactive Forum Discussions

User Story: As a new employee, I want to participate in forum discussions so that I can ask questions and learn from my peers' experiences.
Description: The Interactive Forum Discussions requirement establishes a platform within the Social Integration Hub where new employees can join topic-specific discussions. This feature allows users to post questions, share experiences, and provide advice in a supportive environment. It encourages active participation and knowledge exchange, creating a sense of belonging and community among employees. This requirement not only strengthens relationships but also fosters an inclusive company culture where every voice is heard and valued.
Acceptance Criteria: New employee accesses the Social Integration Hub for the first time and navigates to join an interactive forum discussion based on personal interests.

Given the new employee is logged into HRHarmony, When they click on the Social Integration Hub, Then they should see a list of available forum discussions categorized by topics of interest.

A new employee participates in a discussion thread for the first time, posting a question to engage with peers.

Given the new employee is viewing an existing discussion thread, When they submit a question in the forum, Then the question should be visible to all users in that thread immediately.

An existing employee wants to respond to a question asked by a new hire in the forum.

Given an existing employee is viewing a question posted by a new hire, When they post a response, Then the response should be visible in the discussion thread in real-time without any delay.

A discussion within the forum needs to be moderated due to inappropriate content.

Given a moderator accesses the forum, When they identify inappropriate content, Then they should have the ability to remove the content and notify the user who posted it.

Users want to report a discussion thread that does not comply with community guidelines.

Given any user is reading a discussion thread, When they click on the 'Report' option, Then they should be prompted to provide a reason for reporting and the report should be sent to moderation for review.

A new hire wants to search for specific topics within the interactive forum discussions.

Given the new hire is in the Social Integration Hub, When they enter a search term in the search bar, Then the system should display all relevant discussions that match the search criteria.

Employees wish to receive notifications about new replies to discussions they are participating in.

Given an employee has posted in a forum discussion, When a new reply is made to that discussion, Then the employee should receive an email notification about the new reply.

Feedback and Rating System

User Story: As a new employee, I want to give feedback on my interactions in the Social Integration Hub so that I can contribute to improving the community experience.
Description: The Feedback and Rating System enables employees to provide insights and ratings on their peer interactions, discussions, and overall experience within the Social Integration Hub. It offers both quantitative and qualitative feedback, allowing the HR team to monitor engagement and identify areas for improvement. This feature promotes continuous improvement of the community aspect of the platform and encourages employees to share constructive feedback, ultimately enhancing the integration and employee experience.
Acceptance Criteria: New employees use the Feedback and Rating System within the Social Integration Hub to provide insights and ratings after their first week at the company.

Given a new employee accessing the Feedback and Rating System, when they submit their feedback, then the feedback should be recorded successfully in the system without errors, and the employee should receive a confirmation message.

HR team reviews the aggregated feedback data collected from the Feedback and Rating System to identify trends in employee experiences and satisfaction.

Given that feedback has been collected over one month, when the HR team accesses the analytics dashboard, then they should see a report that aggregates feedback ratings and highlights areas for improvement, including a breakdown of quantitative scores and qualitative comments.

Employees are encouraged to provide constructive feedback through the Rating System and can view the responses of their peers to foster a culture of continuous improvement.

Given an employee views feedback on a peer's interaction, when they access the Feedback and Rating section of the Social Integration Hub, then they should be able to see all feedback ratings and comments submitted by others, maintaining confidentiality where necessary.

The system sends automated reminders to employees who have not yet submitted their feedback after a set period, enhancing usage rates.

Given that a new employee has not submitted feedback within one week of their onboarding, when the reminder system triggers, then the employee should receive an email notification prompting them to provide feedback, containing a direct link to the Feedback and Rating System.

The Feedback and Rating System must be accessible on multiple devices to ensure all employees are able to provide feedback regardless of their working environment.

Given that an employee accesses the Feedback and Rating System on a smartphone or tablet, when they log in, then they should have full functionality to submit feedback and view responses, ensuring a mobile-responsive design is in place.

The system must provide insights on the most common feedback themes and issues raised in employee comments to aid HR in decision-making.

Given that feedback has been collected, when the HR team queries the system for themes, then the system should analyze qualitative feedback and produce a summary of common themes, allowing for targeted improvement initiatives.

Employees receive recognition based on the feedback ratings provided by their peers, linking their performance to engagement in the Social Integration Hub.

Given that feedback ratings are submitted, when the HR system processes the ratings at month-end, then employees with consistently high ratings should be recognized in monthly team meetings or through internal communications, fostering a culture of appreciation.

Notifications and Alerts System

User Story: As a new employee, I want to receive notifications about activities and responses so that I can engage timely with my peers and feel more connected.
Description: The Notifications and Alerts System requirement involves developing a framework to send real-time alerts to new employees about upcoming events, responses to their forum posts, or activity in the community. This feature ensures that new hires remain informed and engaged with ongoing interactions and opportunities within the Social Integration Hub. It increases participation rates and helps new employees stay connected with their work environment, thereby fostering relationships more effectively.
Acceptance Criteria: New employee receives real-time alerts about upcoming social events organized within the Social Integration Hub.

Given the new employee is successfully onboarded, when an event is created, then the system sends an email alert and mobile notification to the employee 24 hours before the event.

New employees are notified when someone responds to their forum posts.

Given a new employee makes a post in the forum, when another employee replies, then the system sends a notification to the original poster within 5 minutes of the reply being made.

New hires are kept informed about specific community activities they have expressed interest in.

Given a new employee selects interests in their profile, when an activity related to that interest is scheduled, then the system sends a notification to the employee 1 week and 1 day before the activity.

New employees can customize their notification preferences based on their engagement level.

Given a new employee accesses their profile settings, when they adjust their notification preferences, then the system must save these preferences and apply them immediately to future notifications.

The system provides alerts for important compliance updates relevant to new hires.

Given a compliance update is released, when the update is published, then all new employees should receive a notification via email and in-app alert within 30 minutes of the update being available.

New hires receive reminders about their participation in community challenges or forums.

Given a new employee joins a community challenge, when the challenge is set to end in 3 days, then the system sends a reminder notification to the employee both via email and in-app notification 3 days before the event ends.

Notifications include options for employees to engage further or RSVP.

Given a notification is sent regarding an event, when the employee views the notification, then they must see options to RSVP, view more details, or dismiss the notification within the same interface.

Resource Sharing Library

User Story: As a new employee, I want to access a library of shared resources so that I can enhance my knowledge and find useful materials easily.
Description: The Resource Sharing Library is a central feature that allows employees to share and access valuable resources, such as articles, training materials, or best practices within the Social Integration Hub. This requirement focuses on implementing a simple upload and categorization system that facilitates easy access and sharing among employees. By promoting collaboration and knowledge sharing, this feature enhances the new employee experience and supports continuous learning and development within the organization.
Acceptance Criteria: New employee accesses the Resource Sharing Library for the first time after onboarding.

Given the employee is logged into the HRHarmony platform, when they navigate to the Social Integration Hub, then they should see the Resource Sharing Library prominently displayed with a clear upload button and categorized resources.

An HR officer uploads new training materials to the Resource Sharing Library.

Given the HR officer is logged into the platform, when they upload training materials including a title, description, and tags, then the materials should be successfully added to the Resource Sharing Library and visible to all employees.

An employee searches for specific resources in the Resource Sharing Library.

Given an employee is in the Resource Sharing Library, when they enter a keyword in the search bar, then the system should return relevant resources that match the keyword, sorted by relevance.

An employee shares an article in the Resource Sharing Library.

Given the employee is on the Resource Sharing Library page, when they click the upload button and submit an article with the required details (title, category, document upload), then the article should be successfully visible in the library for other employees to access.

An employee reviews resources in the Resource Sharing Library.

Given the employee is viewing the Resource Sharing Library, when they click on a resource, then they should be able to view the full content and provide feedback or rating on the resource.

An employee categorizes resources in the Resource Sharing Library.

Given the employee is logged in and accessing the upload feature, when they submit a resource, then they should have the option to categorize it under predefined categories, which then appear correctly under those categories in the library.

Onboarding Storybook

The Onboarding Storybook compiles personalized stories, experiences, and testimonials from other employees about their onboarding journeys. New hires can read these narratives to gain insights and inspiration, helping them understand company culture and feel more connected to their new workplace.

Requirements

Personalized Story Compilation

User Story: As a new employee, I want to read personalized onboarding stories from my colleagues so that I can feel more connected and informed about my new workplace.
Description: The Personalized Story Compilation requirement involves creating a section within the Onboarding Storybook where new hires can access curated narratives written by existing employees about their onboarding experiences. This feature should allow employees to share their stories through a guided template that ensures key elements such as challenges faced, support received, and cultural insights are included. The compilation will serve as a valuable resource for new hires, enabling them to relate better to their peers and understand common onboarding experiences, thereby enhancing their integration into the company culture.
Acceptance Criteria: New hires access the Personalized Story Compilation section in the Onboarding Storybook during their first week to prepare for their onboarding process.

Given a new hire is logged into the HRHarmony platform, when they navigate to the Onboarding Storybook, then they should see a section labeled 'Personalized Story Compilation' with at least 10 employee stories.

Existing employees submit their onboarding stories through the guided template to contribute to the Personalized Story Compilation.

Given an existing employee is on the HRHarmony platform, when they fill out the guided template and submit their onboarding story, then their story should be saved and visible to new hires within 24 hours.

New hires read employee stories to understand common challenges and experiences shared by colleagues during onboarding.

Given a new hire is reading the Personalized Story Compilation, when they finish reading a story, then they should see a feedback option to indicate if the story was helpful, which should be recorded in the system.

The system curates stories based on key elements submitted by employees to ensure a diverse representation of onboarding experiences.

Given the stories submitted by employees, when the system compiles the Personalized Story Compilation, then it must include at least 5 different key elements such as 'challenges faced' and 'support received' in the final display.

HR administrators review submitted stories to ensure they meet guidelines and provide appropriate content for the Personalized Story Compilation.

Given HR administrators access the table of submitted stories, when stories are assessed against inclusion criteria, then at least 90% of submitted stories should meet the required guidelines for publication.

New hires provide feedback on the effectiveness of the Personalized Story Compilation in helping them navigate their onboarding experience.

Given a new hire completes their onboarding, when they are prompted for feedback, then at least 80% of new hires should report that the Personalized Story Compilation positively impacted their onboarding experience.

Search and Filter Functionality

User Story: As a new employee, I want to search and filter onboarding stories by role or department so that I can easily find relevant experiences that resonate with my background.
Description: The Search and Filter Functionality requirement allows new hires to quickly find relevant onboarding stories based on specific criteria such as department, role, or themes like 'challenges', 'support', and 'success'. This feature will enable users to tailor their experience within the Onboarding Storybook, helping them identify stories that resonate most closely with their own roles or situations. By improving navigability, new hires can efficiently access content that will aid their onboarding process.
Acceptance Criteria: Search and filter by department in the Onboarding Storybook.

Given a new hire accesses the Onboarding Storybook, when they select a specific department filter, then only stories from that department are displayed.

Search and filter by role in the Onboarding Storybook.

Given a new hire accesses the Onboarding Storybook, when they select a specific role filter, then only stories relevant to that role are displayed.

Search and filter by themes in the Onboarding Storybook.

Given a new hire accesses the Onboarding Storybook, when they select a theme filter like 'success', then only stories that fit that theme are displayed.

Combining multiple filters in the Onboarding Storybook.

Given a new hire accesses the Onboarding Storybook, when they select multiple filters (e.g., department and theme), then stories matching all selected criteria are displayed.

Clear filter functionality in the Onboarding Storybook.

Given a new hire has applied filters in the Onboarding Storybook, when they click on 'clear filters', then all stories are displayed without any filters applied.

Search functionality in the Onboarding Storybook.

Given a new hire accesses the Onboarding Storybook, when they enter keywords in the search bar related to onboarding experiences, then relevant stories containing those keywords are displayed.

User accessibility for the search and filter functionality.

Given a new hire with accessibility needs accesses the Onboarding Storybook, when they use screen reader tools, then the search and filter options are fully navigable and readable.

Employee Story Submission Portal

User Story: As an employee, I want to submit my onboarding story easily so that I can help future hires understand our company culture and experiences better.
Description: The Employee Story Submission Portal requirement provides a user-friendly interface for existing employees to submit their onboarding stories. This portal should include writing prompts and guidelines to help employees articulate their experiences effectively. The submission process should be simple and encourage employees to share their narratives, which will enrich the story database. Additionally, a review mechanism should be in place to ensure submitted stories align with the organization's values and standards before publication.
Acceptance Criteria: Employee submits their onboarding story using the Employee Story Submission Portal.

Given an employee accessing the portal, when they complete and submit their onboarding story following the guidelines, then the system should confirm submission and notify the employee via email.

Employee accesses the writing prompts and guidelines on the submission portal.

Given an employee on the submission portal, when they click on the 'Writing Prompts' section, then they should see a list of prompts and clear guidelines to help in writing their story.

Review mechanism processes submitted stories for alignment with company values.

Given a submitted onboarding story, when a reviewer accesses the submission, they must approve or reject it based on predefined criteria that reflect the company's values before publication.

Feedback mechanism allows employees to improve their submission based on reviewer comments.

Given a story submission that has been reviewed and returned for revisions, when the employee accesses the portal, then they should see specific feedback and suggestions for improvement.

Publication of approved stories in the Onboarding Storybook.

Given an approved story, when it is published, then it should appear in the Onboarding Storybook and be accessible to all new hires in their onboarding process.

Employee tracking of submitted stories in the portal.

Given an employee who has submitted a story, when they log into the portal, then they should be able to view a list of their submitted stories along with their current status (submitted, reviewed, published).

User-friendly interface of the Employee Story Submission Portal.

Given an employee accessing the portal, when they navigate through the submission process, then they should report a satisfaction score of 80% or higher on usability in a follow-up survey.

Visual Storytelling Features

User Story: As a new hire, I want to see visual elements in onboarding stories so that I can better relate to my colleagues' experiences and understand the company's culture visually.
Description: The Visual Storytelling Features requirement aims to enhance the engagement of the Onboarding Storybook through multimedia elements such as photos and videos included alongside written stories. This feature will allow employees to enrich their narratives visually, making the content more relatable and engaging for new hires. By incorporating various media formats, the onboarding stories can provide a more vivid portrayal of the experiences shared, helping new hires visualize their potential journey.
Acceptance Criteria: As a new employee, I want to access the Onboarding Storybook to read engaging stories from my coworkers about their experiences so that I can better understand the company’s culture and values.

Given that a new employee is logged into HRHarmony, When they navigate to the Onboarding Storybook section, Then they should see a list of employee stories accompanied by photos and videos that enhance the narratives.

As a new hire, I want to view multimedia elements within the Onboarding Storybook to increase my engagement and connection to my workplace.

Given that an employee story is selected, When the new hire clicks on the story, Then they should see the associated photos and videos displayed alongside the text, offering a richer narrative experience.

As an HR manager, I want to ensure that all employee stories in the Onboarding Storybook are approved for content and relevance before going live to maintain our brand and culture standards.

Given that a new story is submitted to the Onboarding Storybook, When the story is reviewed by an HR team member, Then the story should either be approved or flagged for revisions based on a defined content guideline checklist.

As a new hire, I want to share my personal onboarding story through the Onboarding Storybook after my onboarding process so I can contribute to the shared experience of future employees.

Given that a new hire completes their onboarding, When they choose to submit their story to the Onboarding Storybook, Then they should be able to add multimedia elements (photos/videos) along with their written story in an easy-to-use submission form.

As a new employee reading stories in the Onboarding Storybook, I want the ability to provide feedback or comments on individual stories so I can engage more with the content and community.

Given that a new hire is viewing an employee story, When they click on the feedback section, Then they should be able to submit comments or reactions that are visible to other readers and the HR team for community engagement.

As an HR team member, I want to analyze the engagement metrics of the Onboarding Storybook stories to improve content strategy over time.

Given that employee stories have been live for a predefined period, When the HR team accesses the analytics dashboard, Then they should be able to view metrics such as views, feedback submitted, and average read duration for each story.

Feedback Mechanism for Stories

User Story: As a new employee, I want to provide feedback on the onboarding stories I read so that I can contribute to improving the onboarding experience for future hires.
Description: The Feedback Mechanism for Stories requirement enables new hires to provide feedback or comments on the stories they read in the Onboarding Storybook. This can capture new hires' thoughts, questions, and impact of the stories, allowing the company to assess the effectiveness of the storytelling aspect of onboarding. It will facilitate a two-way communication channel between new hires and employees sharing their experiences, fostering community and continuous improvement in the onboarding process.
Acceptance Criteria: New hires access the Onboarding Storybook and read through several personalized employee stories to understand company culture.

Given a new hire has completed the onboarding registration, When they navigate to the Onboarding Storybook, Then they should see a list of stories available for reading.

New hires provide feedback on the stories they read in the Onboarding Storybook to express their thoughts, questions, or overall impact.

Given a new hire is viewing a story, When they submit their feedback using a designated feedback form, Then the feedback should be successfully recorded and displayed in the admin panel for review.

HR personnel review the feedback collected from new hires about the stories in the Onboarding Storybook to gauge the effectiveness and impact of the onboarding narratives.

Given HR personnel access the admin panel, When they filter feedback by story, Then they should be able to view all feedback provided by new hires for that specific story.

A new hire prefers to comment on a story instead of filling out a formal feedback form to share their spontaneous thoughts.

Given a new hire is engaged with a story, When they click on the 'Comment' button, Then a comment section should appear, allowing them to type and submit their thoughts in real-time.

The company wants to ensure all new hire feedback is monitored and addressed regularly to foster continuous improvement in onboarding efforts.

Given feedback has been submitted by new hires, When the designated HR team reviews feedback weekly, Then they should identify at least three actionable insights per month derived from this feedback.

Skill Explorer

Skill Explorer allows employees to self-assess their current skill levels across various competencies. By utilizing interactive questionnaires and visual skill maps, users can gain clarity on their strengths and areas for improvement, empowering them to take charge of their professional development.

Requirements

Interactive Questionnaire Implementation

User Story: As an employee, I want to complete interactive questionnaires about my skills so that I can evaluate my strengths and identify areas where I need improvement in a way that is engaging and informative.
Description: Develop an interactive questionnaire feature within the Skill Explorer that allows employees to self-assess their skill levels in various competencies. This functionality will include customizable questionnaires that can adapt to different roles and industries, ensuring relevance and accuracy in self-assessment. The questionnaire will leverage branching logic to delve deeper into specific skill areas based on user responses, providing a tailored experience. Additionally, the feature should integrate seamlessly with the existing HRHarmony platform, collecting data in a secure manner and offering insights into overall workforce competence levels, thus aiding HR professionals in decision-making and employee development planning.
Acceptance Criteria: Interactive Questionnaires for Skill Assessment

Given an employee accesses the Skill Explorer, When they begin the interactive questionnaire, Then they should receive a personalized questionnaire based on their selected role and industry.

Branching Logic in Questionnaires

Given an employee selects an answer indicating a skill level, When the answer requires further exploration, Then the questionnaire should present follow-up questions tailored to that specific skill area.

User Experience for the Questionnaire

Given an employee is answering questions, When they interact with the questionnaire, Then the interface should be intuitive, providing clear navigation and visual feedback for their progress through the questionnaire.

Data Collection and Insights Generation

Given a completed questionnaire submission, When the data is processed, Then the system should generate insights on the overall skill levels of the employee and present it to both the employee and HR professionals.

Integration with Existing HRHarmony platform

Given the Skill Explorer feature is developed, When it is integrated into the HRHarmony platform, Then it should function seamlessly without errors, ensuring data is securely collected and accessible in the platform's reporting tools.

Compliance with Data Security Standards

Given the data collected from the interactive questionnaire, When it is stored, Then it should adhere to all applicable data protection regulations to ensure employee information is secure.

Visual Skill Map Development

User Story: As an employee, I want to see a visual representation of my skills, so that I can easily understand where I excel and what skills I need to develop further, making my career development more strategic.
Description: Create a visual skill map feature for the Skill Explorer that displays the employee's assessed skills in an interactive, graphical format. This feature will provide users with a holistic view of their competencies, highlighting strengths and areas for growth. The skill map should dynamically update based on questionnaire results and be easily shareable with HR managers and mentors to foster constructive feedback and development discussions. Moreover, it will enhance user engagement by making the skill assessment results visually appealing and easy to interpret, promoting a culture of continuous learning and professional growth.
Acceptance Criteria: As an employee, I want to interact with the visual skill map after completing the self-assessment questionnaire, so I can see my skills represented in a clear and engaging graphical format.

Given I have completed the self-assessment questionnaire, when I view my skill map, then it should dynamically reflect the assessed skill levels in a visual format with color coding indicating strength and areas for improvement.

As an HR manager, I want to be able to access the skill maps of my team members, so I can provide personalized feedback and tailored development suggestions based on their individual competencies.

Given I am an HR manager, when I access an employee's skill map, then I should be able to view it accurately and have the option to share feedback directly through the platform.

As an employee, I need to share my skill map with my mentor, so they can understand my competencies and guide me in my professional development journey.

Given I am viewing my skill map, when I select the share option, then a shareable link should be generated that I can send to my mentor which allows them to view my skill map without editing permissions.

As a user, I want the skill map to automatically update whenever I retake the self-assessment, so I can track my progress over time in real-time.

Given I retake the self-assessment questionnaire, when I submit my answers, then my skill map should refresh to reflect the new results without needing to refresh the page manually.

As an employee, I want the skill map to provide tooltips or information bubbles over each competency, so I can understand the details of what each skill entails and why it matters for my career path.

Given I am viewing my skill map, when I hover over a specific skill, then a tooltip should appear providing a brief description of the skill and its relevance to my role and career growth.

As an employee, I wish to have the ability to customize the visibility settings of my skill map, so I can control who has access to my competencies information.

Given I access my skill map settings, when I modify the visibility settings, then the changes should be saved and applied instantaneously to who can view my skill map (private, HR only, or open to my mentor).

Integration with Performance Tracking

User Story: As an HR manager, I want to access employee skill assessments alongside performance data, so that I can create more tailored development plans that align with our team's objectives and support the employees' career aspirations.
Description: Implement an integration between the Skill Explorer feature and the existing performance tracking module within HRHarmony. This will allow the skill assessments to influence performance evaluations and career development plans, ensuring alignment between employee self-assessments and organizational goals. The integration should enable HR professionals and managers to leverage skill data in performance reviews and development discussions, facilitating more personalized and effective employee growth plans. Additionally, this feature will support automated follow-ups and reminders based on assessment results, encouraging accountability and sustained engagement with personal development goals.
Acceptance Criteria: Integration of Skill Explorer assessments into the performance tracking module allows HR professionals to view updated skill levels during performance evaluations.

Given an employee has completed a Skill Explorer assessment, when a performance review is initiated for the employee, then the assessment results should be visible in the performance tracking module.

Managers receive automated notifications based on Skill Explorer assessment results to initiate development discussions with their team members.

Given an employee's assessment indicates a need for improvement in a specific skill, when the assessment results are generated, then a notification should be sent to the respective manager to initiate a follow-up meeting.

HR professionals can generate reports that include both skill assessment data and performance review outcomes to identify trends and areas for organizational improvement.

Given HR professionals access the reporting tool, when they generate a report combining skill assessment data and performance outcomes, then the report should accurately represent the correlation between skills and performance metrics.

Employees can view feedback from their managers that directly references their Skill Explorer assessments during performance reviews.

Given a performance review is being conducted, when the manager provides feedback, then the feedback should explicitly reference skills and improvement areas identified in the employee's most recent Skill Explorer assessment.

Automated follow-ups and reminders are sent to employees based on their skill assessment results to encourage ongoing development and engagement.

Given an employee has completed a Skill Explorer assessment, when the assessment results indicate areas for growth, then automated reminders should be set for follow-up assessments and resources within the system.

The integration allows employees to update their Skill Explorer results and have their performance evaluations reflect the most current data.

Given an employee updates their skill level in Skill Explorer, when the performance tracking module is accessed, then the performance evaluations should reflect the latest skill assessments.

HR professionals can customize the integration settings to align with organizational goals and performance metrics.

Given an HR professional accesses the integration settings, when they adjust the parameters according to specific competencies, then those adjustments should be saved and reflected in the employee assessment processes.

Feedback Loop Mechanism

User Story: As an employee, I want to receive feedback on my self-assessment from my peers and managers, so that I can gain different perspectives on my skills and enhance my professional development through collaborative input.
Description: Design a feedback loop mechanism within the Skill Explorer that allows employees to receive input from peers, mentors, and managers on their self-assessed skills. This feature will encourage a collaborative approach to professional development, where users can share their skill maps and receive constructive feedback. The feedback collection process should be easy to use and allow for anonymous submissions if desired, promoting candor and honest validation of the self-assessments. This capability will not only enrich the self-assessment process but also actively involve the workforce in creating a culture of growth and development.
Acceptance Criteria: Employees submit their self-assessed skill maps through the Skill Explorer, and the feedback loop mechanism sends notifications to designated peers, mentors, or managers for review and input.

Given an employee has submitted their self-assessed skill map, when the submission is complete, then the designated reviewers should receive a notification for feedback within 1 hour.

Peers, mentors, and managers provide feedback on the skill maps of employees, ensuring that the feedback process is clear and straightforward for all involved parties.

Given a reviewer has received a notification, when they access the feedback loop mechanism, then they should be able to submit their feedback anonymously or with identification within 5 minutes.

Employees review the feedback received on their skill maps and have the ability to categorize and prioritize the comments for their professional development.

Given feedback has been submitted, when an employee views their feedback, then they should see comments organized by categories (Strengths, Areas for Improvement) with the ability to mark priority statuses (High, Medium, Low).

The feedback loop mechanism supports a variety of skills assessments, ensuring that employees can receive feedback on different competencies based on their self-assessment.

Given an employee submits a skill assessment for a specific competency, when feedback is provided, then the feedback loop should correctly associate feedback to the corresponding competency without errors.

The feedback mechanism ensures a secure, anonymous option for employees to submit feedback, fostering a culture of openness and honesty.

Given a reviewer is prompted to provide feedback, when selecting the option to remain anonymous, then they should be able to submit their feedback without any identifiers recorded in the system.

The system monitors and tracks the feedback process, enabling HR to analyze the volume and nature of feedback provided across the organization.

Given feedback submissions are made, when the feedback loop mechanism is reviewed by HR, then there should be a report generated showing total feedback counts and categorization by skill area each quarter.

Employers and managers can access aggregated data from the feedback loop to identify training needs and development opportunities for their teams.

Given feedback has been collected over a period, when a manager requests an analysis report, then they should receive a comprehensive overview of skill gaps and suggested training programs based on feedback trends.

Reporting and Analytics Dashboard

User Story: As an HR director, I want to analyze the skill levels of employees across the organization, so that I can identify skill gaps, assess training impact, and better align our talent development initiatives with business needs.
Description: Develop a reporting and analytics dashboard for the Skill Explorer that provides key insights and data visualization regarding employees' skill levels across the organization. This dashboard will enable HR professionals and management to track trends in skill assessments, identify skill gaps within teams, and measure the effectiveness of training initiatives over time. The dashboard should be user-friendly, with customizable reporting features, allowing easy extraction and sharing of data with relevant stakeholders. By utilizing data analytics, organizations can make informed decisions about talent management and development strategies.
Acceptance Criteria: User Overview of Skill Assessment Results

Given an HR professional accesses the Reporting and Analytics Dashboard, when they select the 'Skill Assessment Results' report, then they should see a comprehensive overview of employees' skill levels categorized by department, with visual representations such as charts or graphs.

Customizable Reporting Functionality

Given a user is on the Reporting and Analytics Dashboard, when they customize a report by selecting specific skill categories and timeframes, then the system should generate a report reflecting only the chosen parameters, which can be exported in various formats (PDF, Excel).

Trend Analysis Over Time

Given an HR manager views the Reporting and Analytics Dashboard, when they choose to analyze trends in skill assessments over the last year, then the dashboard should display a dynamic line graph showing skill level changes over time for individuals and teams.

Identification of Skill Gaps

Given the HR professional is using the Reporting and Analytics Dashboard, when they request a skill gap analysis, then the system should identify and highlight competencies where employees average below the required skill level, segmented by team.

Training Effectiveness Measurement

Given an HR manager reviews the Reporting and Analytics Dashboard post-training implementation, when they compare pre- and post-training skill assessment results, then the dashboard should clearly indicate the percentage improvement in skills across participants.

User Access and Permissions Management

Given an admin is managing user roles within the Reporting and Analytics Dashboard, when they assign or revoke access to reporting features for different user roles, then the system should restrict or allow access based on the defined permissions without errors or downtime.

Training Matchmaker

The Training Matchmaker feature connects employees with relevant training programs based on their identified skills and career aspirations. By analyzing individual goals and skill gaps, it provides personalized recommendations for courses, workshops, and webinars, ensuring employees have access to appropriate growth opportunities.

Requirements

Skill Gap Analysis

User Story: As an HR manager, I want to identify skill gaps in employee performance so that I can recommend appropriate training programs that align with their career aspirations and the company's workforce needs.
Description: The Skill Gap Analysis requirement involves implementing a system that assesses each employee's current skills against their desired career path and organizational needs. It should utilize both self-assessments and performance reviews to identify gaps, providing a detailed report that can be used to tailor training recommendations. This integration with the Training Matchmaker ensures that personalized training opportunities are relevant and address the key areas for improvement, ultimately supporting employee growth and organizational effectiveness.
Acceptance Criteria: Employee accesses the Skill Gap Analysis feature to assess their skills against their career aspirations and organizational needs.

Given an employee is logged into HRHarmony, When they navigate to the Skill Gap Analysis section, Then they should see a prompt to complete the self-assessment survey.

Manager reviews the Skill Gap Analysis report generated for team members after completion of self-assessments and performance reviews.

Given a manager has access to the performance reports, When they select a team member's report, Then the report should display a detailed analysis of skill gaps and recommended training programs.

Employee receives personalized training recommendations based on the Skill Gap Analysis outcome.

Given the Skill Gap Analysis is completed, When the system identifies skill gaps, Then the employee should receive notifications of at least three relevant training programs tailored to their needs.

HR administrator configures the Skill Gap Analysis parameters to align with organizational goals.

Given the HR administrator is accessing the backend settings, When they adjust the parameters for skill assessments, Then these changes should be saved and applied to all future analyses.

System validates the accuracy and relevance of the training recommendations post Skill Gap Analysis.

Given a training program exists, When it is recommended by the system, Then the training program must meet at least 80% of the skill gap requirements identified in the analysis.

Reports generated from the Skill Gap Analysis are used to inform organizational training budget decisions.

Given the Skill Gap Analysis reports have been generated, When the HR team reviews the aggregated data, Then they should be able to present a budget proposal based on identified skill gaps and training needs.

Employee engagement metrics are tracked to measure the effectiveness of the training recommendations provided through the Skill Gap Analysis.

Given training recommendations have been implemented, When the HR team reviews engagement metrics, Then they should see an improvement of at least 15% in employee satisfaction ratings over the next quarter.

Training Recommendation Engine

User Story: As an employee, I want to receive personalized training recommendations based on my skills and career goals so that I can advance my career and improve my performance at work.
Description: The Training Recommendation Engine requirement focuses on creating an algorithm that analyzes employee profiles, including their skills, interests, and career goals to suggest relevant training courses, workshops, and webinars. The engine will pull data from external training providers and internal resources to curate a personalized list for each employee, ensuring that they receive tailored learning opportunities that enhance their development and align with business objectives. This capability fosters continuous learning and employee engagement by matching training with individual aspirations.
Acceptance Criteria: Employee Profile Analysis and Training Matchmaking

Given an employee has a completed profile with skills, interests, and career goals, When the Training Recommendation Engine processes the profile, Then the system should return a list of at least three relevant training programs tailored to the employee's needs.

Data Integration with Training Providers

Given the system is integrated with at least three external training providers, When the Training Recommendation Engine queries available training options, Then it must return results that include offerings from each provider, ensuring a diverse selection.

Personalized Recommendations Based on Skill Gaps

Given an employee's profile indicates specific skill gaps, When the Training Recommendation Engine runs its analysis, Then it must prioritize training programs that address those skill gaps in the recommendations provided to the employee.

User Experience of the Recommendation Interface

Given an employee accesses the Training Matchmaker feature, When they view the recommended training programs, Then the interface must display the programs in a user-friendly format, indicating duration, cost, and provider, with options to enroll directly.

Feedback Loop for Training Effectiveness

Given an employee completes a recommended training program, When they provide feedback through the system, Then the Training Recommendation Engine should use this feedback to refine future training recommendations for that employee.

Admin Dashboard for Training Analytics

Given an HR admin accesses the dashboard, When they view analytics on employee training uptake, Then the system must display metrics such as the number of employees trained, courses completed, and overall satisfaction ratings.

Performance Tracking Post-Training

Given an employee has completed a training program, When the Training Recommendation Engine analyzes their performance metrics post-training, Then the system should report any positive changes in performance aligned with their learning objectives.

Progress Tracking Dashboard

User Story: As an employee, I want to track my progress on training programs so that I can see how my skills are developing over time and stay motivated in my learning journey.
Description: The Progress Tracking Dashboard requirement entails developing an interactive interface that allows employees and managers to visualize ongoing training progress, completion rates, and skill enhancement milestones. This feature should integrate seamlessly with existing performance metrics and provide insights over time regarding the effectiveness of recommended training programs. By offering this visibility, employees can stay motivated and managers can assess training ROI, making the training process more transparent and accountable.
Acceptance Criteria: Employees should be able to view their current training progress at any time by accessing the Progress Tracking Dashboard.

Given an employee is logged into HRHarmony, when they navigate to the Progress Tracking Dashboard, then they should see a visual representation of their ongoing training progress, including completion rates, skill enhancement milestones, and upcoming deadlines.

Managers need to assess their team's training progress and identify skill gaps through the Progress Tracking Dashboard.

Given a manager has access to view team performance metrics, when they open the Progress Tracking Dashboard, then they should see a consolidated view of training progress for all team members, along with insights into completion rates and identified skill gaps.

The effectiveness of training programs should be reflected in the dashboard to help in decision-making.

Given an employee has completed training programs, when managers evaluate the Progress Tracking Dashboard, then they should see metrics related to training effectiveness, including post-training performance indicators and feedback scores.

Employees should receive notifications for training milestones tracked in the Progress Tracking Dashboard.

Given an employee is enrolled in training programs, when they reach a defined milestone in the training, then they should receive a notification alerting them of their achievement and encouraging further engagement.

The dashboard should integrate with performance metrics from other modules of HRHarmony.

Given the Progress Tracking Dashboard is developed, when data from training is integrated with performance metrics, then users should see a cohesive view that correlates training progress with overall employee performance.

Data privacy and security standards must be upheld in the Progress Tracking Dashboard.

Given the Progress Tracking Dashboard is operational, when user data is processed, then it must comply with industry data protection regulations, ensuring that personal training progress and performance data are securely managed.

Feedback Loop Mechanism

User Story: As an HR professional, I want to collect feedback from employees about the training they have completed so that I can evaluate the effectiveness of our training programs and make necessary adjustments.
Description: The Feedback Loop Mechanism requirement aims to implement a system enabling continuous feedback on the training programs and courses taken by employees. It will allow trainees to rate their experiences and suggest improvements, providing valuable data to refine training recommendations and the overall Training Matchmaker feature. The feedback collected can also be used to assess the efficacy of training sessions over time, ensuring the offerings remain relevant and impactful for employees and the organization.
Acceptance Criteria: Employees use the Feedback Loop Mechanism after completing a training program to provide their ratings and comments.

Given an employee has completed a training program, when they access the Feedback Loop Mechanism, then they should be able to rate their experience on a scale of 1 to 5 and leave comments.

HR personnel analyze feedback collected from employees to identify trends and areas for improvement in training programs.

Given feedback has been submitted, when an HR personnel reviews the feedback reports, then the system should display summary statistics, including average ratings and common suggestions for improvement.

Employees receive a notification following their feedback submission to confirm receipt and encourage further engagement.

Given an employee submits feedback, when the feedback is successfully received, then the employee should receive a confirmation notification via email or system notification.

Training program facilitators can review individual feedback on their sessions to understand the effectiveness of their training.

Given feedback has been submitted for a training session, when facilitators access their feedback dashboard, then they should be able to see a breakdown of ratings and comments specific to their training program.

The system aggregates feedback over time to assess the impact of training programs on employee engagement and performance.

Given multiple feedback submissions over time, when the report is generated, then it should show trends indicating how training has influenced employee performance metrics and overall satisfaction over a defined period.

The platform automatically updates recommended training programs based on the feedback received to ensure continuous improvement.

Given feedback indicates a lack of relevance in certain training programs, when the system processes the feedback, then it should automatically adjust the training recommendations for those employees accordingly.

Employees can easily access previous feedback they have submitted for their own reference and follow-up actions.

Given an employee has submitted feedback in the past, when they navigate to their feedback history, then they should be able to view all past feedback submissions along with their ratings and comments.

Automated Training Alerts

User Story: As an employee, I want to receive alerts for training opportunities so that I don’t miss out on learning and development chances that can help advance my career.
Description: The Automated Training Alerts requirement focuses on creating a notification system that alerts employees about upcoming training opportunities, deadlines for course completions, and training events relevant to their interests. This feature should integrate with the employee's calendar and provide customizable settings for alerts, fostering an environment where employees remain informed and engaged in their professional development.
Acceptance Criteria: Employee receives an automated alert for an upcoming workshop relevant to their career aspirations.

Given the employee has registered for training, When the training date is two weeks away, Then the employee receives an email notification and a calendar alert.

Employee customizes alert settings to choose preferred notification methods.

Given the employee accesses the settings page, When the employee selects email and SMS for notifications, Then the system saves the preferences and confirms the update.

Employee receives a reminder for a training course completion deadline.

Given the employee is enrolled in a course, When the completion date is one week away, Then the employee receives an alert via their chosen notification method (email or SMS).

Integrating the training alerts with the employee's calendar application.

Given the employee has linked their calendar app, When a training alert is generated, Then the alert appears on the employee’s calendar as a scheduled event.

Employee receives alerts for multiple training opportunities based on skill set and career goals.

Given the employee's profile is updated with skills and aspirations, When new training programs are available, Then the employee receives alerts with links to those training programs.

The system provides feedback on the effectiveness of the training alerts for employee engagement.

Given the employee has received training alerts for two months, When the system analyzes engagement metrics, Then it generates a report detailing training attendance and employee feedback on alerts.

Mentorship Network

Mentorship Network facilitates connections between employees and experienced mentors within the organization. This feature showcases potential mentors based on skills, experience, and professional interests, creating opportunities for knowledge sharing and guidance that accelerates career development.

Requirements

Mentor Matching Algorithm

User Story: As an employee, I want to be connected to a mentor who aligns with my career goals and interests, so that I can receive relevant guidance and support in my professional development.
Description: The Mentor Matching Algorithm identifies and suggests suitable mentors for employees based on various criteria such as skills, experience, and professional interests. This requirement enables a streamlined process for connecting employees with mentors who can provide valuable guidance tailored to their career development needs. By automating this matching process, HRHarmony allows for a more personalized and effective mentorship experience, ultimately fostering employee growth and satisfaction within the organization.
Acceptance Criteria: Mentor Matching Process for New Employee Integration

Given a new employee seeking mentorship, when they enter the mentorship platform and specify their skills, experience, and professional interests, then they should receive a list of at least three qualified mentors that match their criteria within one minute.

User Feedback on Mentor Recommendations

Given a user has received mentor suggestions, when they provide feedback on the relevance of the mentors suggested, then the system should collect and store this feedback, and adjust future mentor recommendations accordingly.

Comprehensive Skill Set Evaluation for Mentorship

Given a set of potential mentors, when the algorithm evaluates their skills based on the input criteria from employees, then it should accurately score and rank mentors in alignment with their expertise and previous mentoring experiences, showing this ranking in the mentor list.

Mentorship Session Tracking and Updates

Given a matched mentor-mentee pair, when they complete a mentorship session, then the system should allow both parties to log their session details, track progress, and schedule future sessions, updating both mentors' and mentees' profiles with the session outcomes.

Diversity in Mentor Suggestions

Given a diverse pool of mentors, when the algorithm generates mentor suggestions, then it should ensure that at least one suggested mentor comes from a different department or team to promote cross-functional learning opportunities.

Automated Notifications for Mentor Matches

Given that an employee is matched with a mentor, when the match is made, then both the employee and mentor should receive automated email notifications informing them of the match and providing session scheduling options within 10 minutes.

Performance Metrics for Mentor Matching Effectiveness

Given that mentorship sessions occur, when performance metrics are collected over a six-month period, then the algorithm should generate a report outlining the satisfaction ratings of mentees and the career progress of those who engaged in mentorship.

Mentorship Profile Creation

User Story: As a mentor, I want to create a profile that showcases my experience and expertise, so that employees can easily find and connect with me for mentorship opportunities.
Description: Mentorship Profile Creation allows employees to create detailed profiles that highlight their skills, experiences, and areas of expertise. This functionality ensures that mentors are visible and accessible to potential mentees, facilitating an informed decision-making process for mentorship matches. By encouraging mentors to showcase their backgrounds and goals, HRHarmony promotes an engaging mentorship culture within the organization, driving effective knowledge sharing and relationship building.
Acceptance Criteria: Employee creates a mentorship profile highlighting skills and areas of expertise.

Given an employee navigates to the Mentorship Profile Creation page, when they fill out the required fields (name, skills, experience) and submit the profile, then their mentorship profile should be saved successfully and visible to potential mentees.

Mentorship profiles include relevant information for mentees.

Given a mentor has created their profile, when a potential mentee views the profile, then the profile must display mentor's skills, experiences, and areas of expertise clearly and accurately.

Employees can edit their mentorship profiles after initial creation.

Given an employee has an existing mentorship profile, when they make changes to their profile and submit, then the updates should be reflected immediately on their profile without errors.

Display all mentorship profiles in a searchable format for mentees.

Given a mentee is on the mentorship profiles page, when they use the search filters (skills, experience), then the results should display only those profiles that match the selected criteria.

Mentors can receive notifications for new mentorship requests.

Given a mentorship profile is created, when a mentee sends a mentorship request to the mentor, then the mentor should receive a notification through the platform indicating the request details.

Feedback from mentees is collected on mentor profiles.

Given a mentee completes a mentorship with a mentor, when they submit feedback, then the feedback should be displayed on the mentor's profile and be accessible to other potential mentees.

Feedback and Rating System

User Story: As a mentee, I want to provide feedback on my mentorship experience, so that the organization can continuously improve the quality of the mentorship program and support for future mentees.
Description: The Feedback and Rating System enables employees to provide feedback and rate their mentorship experiences. This functionality is crucial for assessing the effectiveness of the mentorship program, serving as a tool for ongoing improvement and enhancement. By capturing this feedback, HRHarmony can analyze mentorship outcomes and success stories, allowing the organization to iterate on the program and better cater to employee needs, enhancing overall engagement and satisfaction.
Acceptance Criteria: User provides feedback after a mentorship session

Given an employee has completed a mentorship session, When they navigate to the Feedback and Rating System, Then they should be able to submit a feedback form that includes a rating from 1 to 5 and optional comments.

Admin reviews aggregated mentorship feedback reports

Given that mentorship feedback has been collected for a specific period, When the admin accesses the Feedback and Rating report dashboard, Then they should see an aggregated summary of feedback ratings and comments from employees.

Employees view mentor profiles and ratings before selecting a mentor

Given an employee is looking for a mentor, When they browse the Mentorship Network, Then they should see mentor profiles along with their average feedback ratings and areas of expertise to aid in their selection.

System prompts users to rate their mentors post-mentorship

Given that a mentorship session has ended, When the system automatically prompts the employee to provide feedback within 24 hours, Then the employee should receive a notification via email and the HRHarmony platform.

Mentors receive feedback reports to improve their mentoring

Given that feedback has been submitted for their mentorship sessions, When a mentor accesses their profile, Then they should see a summary of feedback ratings and constructive comments for their review.

Feedback submission process is user-friendly and efficient

Given an employee navigates to the feedback submission page, When they fill out the feedback form, Then they should be able to submit their feedback in under 5 minutes with a clear, user-friendly interface.

System flags underperforming mentorship programs based on feedback

Given that the feedback ratings for a mentorship program drop below a specified threshold, When the system reviews feedback, Then it should flag the program for HR review and suggest improvements based on common themes in the feedback.

Mentorship Resource Hub

User Story: As a mentor, I want to access a resource hub with tools and materials that can help me guide my mentee effectively, so that I can provide valuable support during our mentorship.
Description: The Mentorship Resource Hub serves as a centralized location where both mentors and mentees can access resources, articles, and tools related to professional development and mentorship best practices. This requirement fosters an engaging learning environment by offering valuable content and materials that support the mentoring relationship. By equipping both parties with necessary resources, HRHarmony enhances the mentorship experience and motivates ongoing skill development.
Acceptance Criteria: Mentors and mentees log into the HRHarmony system and navigate to the Mentorship Resource Hub to find relevant development materials tailored to their needs.

Given a mentor or mentee is logged in, when they access the Mentorship Resource Hub, then they should see a variety of resources categorized by topics such as 'Communication Skills', 'Career Development', and 'Leadership'.

Mentees are searching for specific guidance on professional development and wish to filter resources by relevance and type.

Given a mentee is on the Mentorship Resource Hub, when they apply filters for specific topics and resource types, then they should receive a list of resources that match their selection criteria.

Mentors require updated information on best practices to effectively aid their mentees during their mentoring sessions.

Given a mentor accesses the Mentorship Resource Hub, when they navigate to the 'Best Practices' section, then they should find up-to-date articles and tools that provide actionable mentoring strategies.

Both mentors and mentees have the ability to suggest new resources to enhance the Mentorship Resource Hub continually.

Given a mentor or mentee is viewing resources, when they click the 'Suggest a Resource' button and submit their suggestion, then their suggestion should be recorded and queued for review by the HR team.

Mentees want to track their progress and access feedback from their mentors through the resources provided.

Given a mentee is logged into the Mentorship Resource Hub, when they check their progress report, then they should see a summary of completed resources and feedback received from mentors based on those resources.

Newly added resources should be easily discoverable to ensure both mentors and mentees are aware of the latest content available.

Given new resources are added to the Mentorship Resource Hub, when either mentors or mentees log in, then they should see a 'Newly Added Resources' section on the homepage of the hub.

Mentorship Program Analytics

User Story: As an HR manager, I want to analyze mentorship program metrics, so that I can understand its impact on employee development and make informed improvements.
Description: The Mentorship Program Analytics feature provides insights and metrics on the performance and engagement of the mentorship program. This requirement allows HR and management to evaluate the effectiveness of mentorship connections, track progress and outcomes, and identify areas for improvement. By leveraging data analytics, HRHarmony enables informed decision-making and strategic enhancements to the mentorship framework, ensuring alignment with the organization's talent development goals.
Acceptance Criteria: Mentorship Program Analytics Dashboard Access

Given an authenticated HR or management user, when they navigate to the Mentorship Program Analytics dashboard, then they should see a summary of mentorship connections, engagement levels, and progress metrics displayed visually using graphs and charts.

Mentorship Connection Performance Metrics

Given a specific mentorship connection, when the analytics report is generated, then it should include metrics such as the number of meetings held, feedback ratings from mentees, and the average duration of mentorship sessions.

User Feedback Collection for Analytics

Given that mentors and mentees have completed their mentorship sessions, when they are prompted to provide feedback, then the system should collect and aggregate this feedback to evaluate mentorship effectiveness and areas for improvement.

Engagement Rate Tracking Over Time

Given a specified time frame, when the analytics tool is utilized, then it should present the engagement rates of mentors and mentees over that time period, allowing for longitudinal analysis of program effectiveness.

Generate Improvement Recommendations

Given the analytics data collected, when HR users access the Mentorship Program Analytics feature, then the system should automatically generate actionable recommendations based on identified trends or gaps in the mentorship program.

Export Analytics Reports

Given an administrative user in the Mentorship Program Analytics feature, when they select the option to export reports, then they should be able to download the data in multiple formats, including CSV and PDF.

Career Path Visualizer

Career Path Visualizer provides employees with a clear roadmap of potential career trajectories within the organization. By visualizing the skills and experiences needed for each role, it helps employees to plan their development strategically and monitor their progress toward desired positions.

Requirements

Skill Gap Analysis

User Story: As an employee, I want to understand the skills I need to acquire for a promotion, so that I can focus my development efforts on the right areas.
Description: The Skill Gap Analysis feature identifies the discrepancies between the employees' current skills and the requirements for their desired career paths. It will leverage data from performance reviews and skills assessments, providing both employees and managers with actionable insights to create customized development plans. This functionality will empower employees to understand what competencies they need to develop further, ultimately enhancing career progression and job satisfaction. It will be integrated within the Career Path Visualizer, ensuring a seamless user experience as employees track their growth.'
Acceptance Criteria: Employee initiates Skill Gap Analysis through the Career Path Visualizer to assess their readiness for a desired promotion.

Given the employee is logged into HRHarmony and navigates to the Career Path Visualizer, when they select the Skill Gap Analysis feature, then the system should display a summary of their current skills against the requirements for their desired role, highlighting the gaps.

Manager reviews the Skill Gap Analysis report for their direct reports during a performance review meeting.

Given the manager has accessed a direct report's Skill Gap Analysis through the Career Path Visualizer, when they view the report, then the system should allow the manager to annotate the report and suggest development activities based on the identified skill gaps.

An employee receives personalized development recommendations based on their Skill Gap Analysis results.

Given the Skill Gap Analysis has been completed for an employee, when they click on the recommendations section, then the system should provide a tailored list of training programs and resources needed to address their identified skill gaps.

An HR administrator updates the skill requirements for a specific role in the Skill Gap Analysis database.

Given the HR administrator has access to the Skill Gap Analysis settings, when they input new skill requirements for the designated role, then the system should successfully update the relevant role data, and it should be reflected in the Skill Gap Analysis for all employees targeting that role.

An employee tracks their progress in developing skills identified in their Skill Gap Analysis.

Given the employee has implemented a development plan from their Skill Gap Analysis, when they log their completed training or skill acquisition in HRHarmony, then the system should update their progress status and show improved alignment with their desired position's requirements.

Interactive Career Path Mapping

User Story: As an employee, I want to visualize different career paths within my company, so that I can make informed decisions about my career development.
Description: The Interactive Career Path Mapping feature allows employees to engage with an interactive tool that visualizes various career trajectories within the organization. Users can explore different paths by clicking on roles to see necessary skills, required experiences, and potential opportunities associated with career choices. This engaging visual representation aids in strategic career planning and provides clear visibility to employees about their career potential within the company, fostering a more motivated and informed workforce.
Acceptance Criteria: Employee Accessing the Career Path Visualizer

Given an employee logged into HRHarmony, When they navigate to the Career Path Visualizer, Then they should see a graphical representation of available career paths within the organization.

Exploring Career Paths

Given the employee is viewing the Career Path Visualizer, When they click on a specific role, Then they should see a detailed view of necessary skills, required experiences, and potential opportunities for that role.

Tracking Progress in Skill Acquisition

Given an employee is viewing their current role in the Career Path Visualizer, When they select the 'Track My Progress' option, Then the system should display their current skills against the requirements for their desired roles.

Receiving Feedback on Career Development

Given an employee is using the Career Path Visualizer, When they complete a learning module linked to a desired role, Then they should receive automated feedback suggesting next steps and skills to focus on.

Feedback Loop Integration

Given an employee uses the Career Path Visualizer, When they desire to add new skills or experiences, Then they should be able to submit feedback that updates their career path preferences.

Mobile Accessibility of Career Path Visualizer

Given an employee accessing HRHarmony on a mobile device, When they open the Career Path Visualizer, Then it should be fully functional and maintain usability across all features without loss of information or clarity.

Real-time Progress Tracker

User Story: As an employee, I want to track my progress toward my career goals, so that I can stay motivated and adjust my development plan as needed.
Description: The Real-time Progress Tracker provides employees with a dashboard that tracks their advancement toward their career goals in real time. It allows users to log training sessions, certifications, and skills acquired, giving both employees and managers insights into development efforts. This ongoing tracking capability not only motivates employees by letting them visualize their progress but also fulfills the organization's need for up-to-date information on employee development.
Acceptance Criteria: Employee logs into the HRHarmony platform to view their Real-time Progress Tracker dashboard after completing a training session.

Given the employee has completed a training session, when they log into their dashboard, then the training session should be reflected in their Real-time Progress Tracker with the correct date and details.

Manager reviews an employee's Real-time Progress Tracker to assess their readiness for a promotion.

Given the manager has access to the Real-time Progress Tracker, when they select an employee's profile, then they should see a complete overview of the employee's logged training, certifications, and skills with the corresponding dates and progress indicators.

Employee tracks their skill acquisition and certifications over time using the Real-time Progress Tracker.

Given the employee has logged a new skill or certification, when they view their Real-time Progress Tracker, then the skill or certification should appear on their dashboard with the correct completion status and progress logged in real time.

Employee uses the Real-time Progress Tracker to identify gaps in their skill set for a desired promotion.

Given the employee is viewing their Real-time Progress Tracker, when they access the career path section, then they should see a list of skills needed for their desired position along with recommendations for training opportunities to fill any gaps.

The HR manager requests a report of all employees' career progression tracked via the Real-time Progress Tracker.

Given the HR manager generates a report request, when the report is produced, then it should accurately reflect real-time data from all employees' progress trackers regarding their training, certifications, and skill advancements.

System administrator performs an update on the Real-time Progress Tracker feature to ensure compliance with new data privacy regulations.

Given the system administrator applies the update, when the Real-time Progress Tracker is accessed post-update, then it should maintain functionality while adhering to the new data privacy guidelines without data loss.

Personalized Development Recommendations

User Story: As an employee, I want personalized recommendations for my development, so that I can efficiently utilize my resources to advance my career.
Description: The Personalized Development Recommendations feature uses AI algorithms to suggest tailored development activities, courses, and resources based on employees' current skills, desired positions, and company objectives. By analyzing an employees’ career goals in conjunction with available resources, this feature presents users with actionable recommendations to enhance their skillsets effectively, integrating easily into the Career Path Visualizer for a streamlined user experience.
Acceptance Criteria: Employee requests personalized development recommendations through the Career Path Visualizer module.

Given an employee has input their current skills and desired position, when they request personalized recommendations, then the system should provide a list of at least three tailored development activities or resources.

Administrator views the effectiveness of personalized development recommendations provided to employees.

Given the administrator accesses the reporting feature, when they generate a report on personalized development recommendations, then the report should include metrics on employee engagement and progress towards their career paths.

Employee receives personalized recommendations via email or notification.

Given an employee has received personalized development recommendations, when they check their email or notifications, then they should see a summary of suggested activities and resources within 24 hours of their request.

Employee marks recommended development activities as completed in the system.

Given an employee has successfully completed a recommended development activity, when they log into the Career Path Visualizer, then the activity should be marked as completed and updated in their progress tracker.

Employee provides feedback on the relevance of the personalized recommendations.

Given an employee has received development recommendations, when they submit feedback, then the system should record the feedback and adapt future recommendations based on this feedback.

System integrates personalized development recommendations with existing HR records.

Given an employee's profile, when personalized recommendations are generated, then those recommendations should be recorded in the employee’s HR profile for future reference and analysis.

Training modules are updated based on AI algorithms analyzing employee performance.

Given the algorithm has assessed employee performance, when new training modules are created or updated, then the system should ensure that recommendations reflect these updates to maintain relevance.

Feedback Loop Mechanism

User Story: As an employee, I want to receive continuous feedback on my performance, so that I can adjust my development strategies effectively.
Description: The Feedback Loop Mechanism allows for continuous feedback from managers and peers regarding an employee's performance and skill growth relevant to their career path. This feature ensures that employees receive timely insights into their strengths and areas for improvement, supporting ongoing development discussions. This integration enriches the Career Path Visualizer by aligning skill growth with real-time feedback, which is crucial for effective career progression.
Acceptance Criteria: Employees request feedback from their managers using the Feedback Loop Mechanism to discuss their career progression during a monthly one-on-one meeting.

Given an employee accesses the Feedback Loop Mechanism, when they select 'Request Feedback', then the manager receives a notification within 5 minutes and can provide feedback directly within the platform.

A manager reviews feedback provided by peers regarding an employee's performance over the last quarter during a performance review session.

Given the manager is in the performance review section, when they view feedback collected through the Feedback Loop Mechanism, then they should see aggregated feedback ratings and comments, with at least 80% of feedback items displayed accurately.

Employees monitor their skill growth based on feedback received and align their career path goals during a biannual career development discussion.

Given an employee accesses the Career Path Visualizer, when they review feedback loops from the last 6 months, then they can see a visual representation of their skill growth tracking against required skills for their targeted career path role.

HR staff generates a report on the effectiveness of the Feedback Loop Mechanism and its impact on employee development over the last year.

Given HR staff accesses the reporting tool, when they generate a report on feedback utilization, then the report must include at least 90% of employees using the feedback mechanism for skill development discussions, and 75% of those employees reporting improvement in their performance as a result.

An employee receives automated reminders for requesting feedback from their peers and manager to ensure continuous engagement with their career development.

Given an employee is due for feedback requests, when the Feedback Loop Mechanism initiates reminders, then the employee receives an email and in-platform notification 3 days before their scheduled one-on-one meeting and again 1 day before.

Employees participate in a culture-building event that incorporates feedback from the Feedback Loop Mechanism to enhance team dynamics and career growth discussions.

Given the upcoming culture-building event, when employees provide feedback through the mechanism, then at least 70% of participants should report that the feedback received influenced their understanding of team collaboration and personal career paths during the event.

Integration with Learning Management System (LMS)

User Story: As an employee, I want to access relevant training materials through the Career Path Visualizer, so that I can easily pursue my development goals.
Description: The Integration with Learning Management System (LMS) feature connects the Career Path Visualizer with existing LMS platforms within the organization. This allows employees to seamlessly access training materials, courses, and resources directly related to their career paths and skills development. This integration ensures that all learning resources are readily available to employees, enhancing their ability to pursue career advancement actively.
Acceptance Criteria: Employees can view their career path options through the Career Path Visualizer after the integration with the LMS is complete.

Given that the employee is logged into HRHarmony, When they access the Career Path Visualizer, Then they should see visual representations of career paths related to their current role, including skills and competencies needed for each path.

Employees can access relevant LMS courses directly from the Career Path Visualizer.

Given that the employee is viewing their career path in the Career Path Visualizer, When they select a specific role to view, Then they should be presented with a list of LMS courses and training materials related to that role.

The system updates available courses and resources based on the latest LMS data.

Given that the LMS has been updated with new courses, When the employee accesses the Career Path Visualizer, Then they should see the latest courses reflecting their skills development needs for their desired career paths.

HR managers can monitor employee engagement with LMS resources from the Career Path Visualizer.

Given that an HR manager is logged into HRHarmony, When they access the Career Path Visualizer dashboard, Then they should see analytics on employee engagement with LMS courses connected to their career paths.

The integration does not disrupt existing LMS functionalities.

Given that the LMS is operational, When the integration with Career Path Visualizer is completed, Then all LMS features should function as expected without any errors or interruptions.

Users receive feedback on their progress toward learning goals set in the Career Path Visualizer.

Given that an employee has selected a career path and courses to pursue, When they complete a course, Then they should receive a notification indicating progress toward their career development goals.

Employees can provide feedback on the integration experience to improve future updates.

Given that an employee has used the Career Path Visualizer integrated with the LMS, When they submit feedback, Then their feedback should be captured and accessible for review by the HR team.

Skill Growth Tracker

Skill Growth Tracker helps employees monitor their skill development journey. By offering visual progress bars and milestones, this feature encourages continuous learning and celebrates accomplishments, ultimately boosting motivation and commitment to personal growth.

Requirements

Skill Progress Visualization

User Story: As an employee, I want to see a visual representation of my skill progress so that I can stay motivated and focused on my learning goals.
Description: The Skill Progress Visualization requirement entails implementing dynamic visual progress indicators that display employees' advancements in skill areas. These indicators will use color-coded bars and milestone markers to provide an at-a-glance view of skill development progress. Benefits include increasing transparency of the learning journey, motivating employees to stay engaged in their skill development, and allowing managers to easily recognize and praise employee achievements. This requirement will integrate seamlessly with existing HRHarmony dashboards, ensuring that employees can track their skills alongside other performance metrics, ultimately fostering a more engaging and goal-oriented learning environment.
Acceptance Criteria: Employee views their skill growth dashboard to monitor progress across various skill areas as part of their monthly development review.

Given an employee logs into the HRHarmony platform, When they navigate to the Skill Growth Tracker section, Then they should see color-coded progress bars reflecting their current skill levels and milestones reached for each skill area clearly displayed.

Manager reviews team members' skill progress to provide feedback and recognize achievements during a weekly team meeting.

Given a manager accesses the Skill Growth Tracker for their team, When they select an employee's profile, Then they should be able to see a detailed visual representation of the employee's skill development, including progress bars and milestone markers, updating in real-time.

An employee completes a skill development course and wants to see their updated progress reflected immediately on their dashboard.

Given an employee finishes a skill development course, When the course completion is recorded in the system, Then the progress bar for that skill should update automatically and reflect an increase in percentage of completion.

HR admin wants to ensure that skill progress visualizations are fully integrated into the existing HRHarmony dashboard.

Given an HR admin accesses the main dashboard of HRHarmony, When they look for the Skill Growth Tracker section, Then the section should be seamlessly integrated into the dashboard layout without disrupting existing performance metrics and should maintain consistent branding.

Employee receives a notification after achieving a milestone in their skill development journey and wants to view the related progress updates.

Given an employee reaches a predefined milestone in their skill development, When they check their notifications in the HRHarmony platform, Then they should receive a congratulatory message that includes a summary of their updated skill progress and an invitation to review their progress on the dashboard.

A new employee accesses the Skill Growth Tracker for the first time and needs guidance on using the progress visualization features.

Given a new employee logs into HRHarmony and visits the Skill Growth Tracker for the first time, When they hover over the progress bars, Then they should see tooltip explanations about how to interpret the bars, the meaning of different colors, and how to set skill development goals.

A user wants to compare their skill development progress with their peers to foster a collaborative learning atmosphere.

Given an employee uses the Skill Growth Tracker, When they select a comparison feature to view peer progress, Then they should see a visual comparison chart that displays their progress side by side with selected peers, including all skill areas with percentage completions.

Skill Milestone Celebrations

User Story: As an employee, I want to be recognized when I achieve a skill milestone so that I feel valued and motivated to keep progressing.
Description: The Skill Milestone Celebrations requirement involves creating a system of recognitions and rewards tied to key milestones in skill development. This feature will trigger celebratory notifications or badges when an employee reaches significant learning milestones, aiming to foster a sense of accomplishment and encourage continued learning. The requirement will ensure these celebrations are both personal and visible, allowing team members and managers to join in the acknowledgment of achievements. Integrating this feature into the Skill Growth Tracker will contribute to a culture of learning while promoting employee satisfaction and engagement.
Acceptance Criteria: Employee celebrates reaching their first skill milestone after completing an online course related to their job role.

Given that the employee completes a module in the Skill Growth Tracker, when the milestone is reached, then a celebratory notification and badge are automatically generated and sent via email to the employee and their manager.

A manager checks the Skill Growth Tracker to recognize a team member who has achieved multiple skill milestones over the quarter.

Given the manager views the Skill Growth Tracker dashboard, when milestones are achieved, then all relevant achievements are displayed with corresponding badges visible to both the manager and team members.

An employee wants to view previous celebratory notifications for their completed milestones.

Given that the employee accesses their Skill Growth Tracker profile, when they select the 'Achievements' section, then they see a list of all past milestones celebrated with associated dates and badges.

Human Resources wants to ensure that all skill milestones are appropriately recognized across the entire organization.

Given that HR reviews the system logs, when a milestone notification is generated, then it records the event, ensuring that it is tracked against the completion metrics for each department.

An employee with visual impairments accesses the Skill Growth Tracker to receive milestone celebrations.

Given that the employee with visual impairments utilizes screen reading technology, when a milestone is reached, then the celebratory notification and badge should be accessible and understandable by the assistive software used.

Feedback Integration with Skill Growth

User Story: As an employee, I want to receive feedback on my skill development so that I can understand areas for improvement and enhance my learning journey.
Description: The Feedback Integration with Skill Growth requirement focuses on incorporating a feedback loop that allows employees to receive constructive insights about their skill development from peers and managers. This feature will enable users to request feedback on specific skills or projects, creating an interactive environment that promotes growth and development. The integration will be designed to link feedback responses directly to relevant skill areas, ensuring that employees can see the impact of their learning efforts in real-world applications. This will enhance the overall experience of the Skill Growth Tracker while aligning with HRHarmony's objective of fostering continuous employee development.
Acceptance Criteria: Scenario 1: Employee requests feedback on their communication skills related to a recent project presentation.

Given an employee selects the feedback option for communication skills, When they submit the request, Then a confirmation message should be displayed, and the request should be sent to relevant peers and managers.

Scenario 2: Manager provides feedback on an employee's skill development in leadership after viewing their progress in the Skill Growth Tracker.

Given a manager accesses an employee's Skill Growth Tracker, When they submit feedback, Then the feedback should be successfully linked to the leadership skill area and visible to the employee by the next login.

Scenario 3: Employee views all feedback received on their skills and how it has impacted their skill progress.

Given an employee navigates to the feedback section in their Skill Growth Tracker, When they access feedback for each skill, Then the feedback should be organized by skill area and display progress updates accordingly.

Scenario 4: Employees receive notifications for new feedback related to their requested skill reviews.

Given an employee has requested feedback, When new feedback is submitted, Then the employee should receive a notification via email and in-app alert immediately after submission.

Scenario 5: The HR manager evaluates feedback trends across all employees to identify areas for common skill development.

Given an HR manager accesses the analytics dashboard for Skill Growth Tracker feedback, When they generate a report, Then the report should display trends in feedback and common areas for skill development for the organization.

Scenario 6: Employees can track changes in their skill progress after implementing feedback.

Given an employee receives feedback aimed at improving a specific skill, When they apply the feedback and update their progress in the Skill Growth Tracker, Then the visual progress bar should reflect the new level of achievement based on the latest input.

Personalized Skill Recommendations

User Story: As an employee, I want personalized skill recommendations so that I can find the most relevant training opportunities for my career growth.
Description: The Personalized Skill Recommendations requirement encompasses the development of an intelligent recommendation engine that suggests learning resources and opportunities based on employees' skill gaps and career aspirations. This feature will analyze users' skill profiles and performance data to tailor training programs suited to individual needs. By providing personalized recommendations, HRHarmony will empower employees to take ownership of their learning paths and expand their skill sets effectively. This integration will enhance the overall utility of the Skill Growth Tracker and contribute to employee career satisfaction by aligning personal goals with organizational needs.
Acceptance Criteria: Employee uses the Skill Growth Tracker to view their personalized skill recommendations after completing a skills assessment.

Given an employee completes a skills assessment, when they access the Skill Growth Tracker, then they should see personalized skill recommendations tailored to their profile.

Manager reviews the personalized skill recommendations for their team during a quarterly performance review.

Given a manager accesses the Skill Growth Tracker for their team, when they view an employee's profile, then they should see the most relevant personalized skill recommendations based on the employee's career aspirations.

Employee enrolls in a recommended training program through the Skill Growth Tracker.

Given an employee selects a personalized skill recommendation, when they choose to enroll in a training program, then they should receive a confirmation of enrollment and a calendar invite for the training schedule.

HR admin monitors the usage of personalized skill recommendations across the organization.

Given an HR admin accesses the reporting dashboard, when they view the engagement metrics, then they should see the number of employees who have acted upon personalized skill recommendations in the last month.

Employee provides feedback on a recommended training program they completed.

Given an employee completes a training program from a personalized skill recommendation, when they provide feedback through the Skill Growth Tracker, then the feedback should be successfully submitted and linked to that specific recommendation.

Employee updates their career aspirations in the Skill Growth Tracker, impacting their personalized skill recommendations.

Given an employee updates their career aspirations profile, when they refresh their skill recommendations, then they should see an updated list of training programs that align with their new aspirations.

Social Learning Elements

User Story: As an employee, I want to connect and collaborate with my colleagues on skill development so that we can learn from each other and enhance our capabilities together.
Description: The Social Learning Elements requirement aims to create a community-driven aspect within the Skill Growth Tracker feature, enabling employees to engage in discussions, share resources, and collaborate on skills. This could include discussion boards, group challenges, or skill-sharing sessions that foster communal learning. The integration of social elements will create a supportive learning culture, prompting employees to learn from each other while enhancing engagement and motivation. This requirement corresponds with the overarching goal of HRHarmony by promoting a collaborative work environment and enriching the employee experience.
Acceptance Criteria: Employee Participation in Skill-Sharing Sessions

Given an employee is logged into the HRHarmony platform, when they navigate to the Skill Growth Tracker and select 'Join a Skill-Sharing Session', then they should be able to view a list of upcoming sessions, register for a session, and receive a confirmation notification.

Discussion Board Engagement

Given an employee is on the Skill Growth Tracker page, when they post a question in the discussion board related to skill development, then their post should be visible to other users, and they should receive notifications when someone replies to their post.

Completion of Group Challenge

Given that a group challenge has been created in the Skill Growth Tracker, when all group members complete their individual tasks, then the challenge should be marked as completed and members should receive recognition badges that are visible on their profiles.

Resource Sharing Among Employees

Given an employee is accessing the social learning features, when they upload a resource to share with colleagues, then other users should be able to view, comment on, and download that resource.

Real-time Updates on Learning Progress

Given an employee has completed a learning module, when they return to the Skill Growth Tracker, then their progress should be visually updated in real time, reflecting any milestone achievements.

Performance Analytics on Skill Growth

User Story: As an HR manager, I want to analyze the impact of skill growth on employee performance so that I can make informed decisions about training investments and employee development.
Description: The Performance Analytics on Skill Growth requirement focuses on capturing and analyzing data related to skill improvement and its correlation with performance metrics, such as productivity and engagement levels. This feature will provide HR and managers with insightful reports that highlight the relationship between skill acquisition, employee performance, and overall business outcomes. The data will help inform strategic initiatives related to training and development, ensuring that resources are allocated to the most impactful areas of employee growth. This requirement will integrate seamlessly with existing HRHarmony reporting features, driving data-informed decisions.
Acceptance Criteria: HR personnel generate a report to analyze the impact of skill growth on employee performance during the quarterly review process.

Given an HR personnel is logged into the HRHarmony platform, when they navigate to the Performance Analytics section, then they should be able to select skill growth metrics and generate a report that includes performance data for the last quarter.

A manager reviews a report showcasing the correlation between skill growth and team productivity trends during a team meeting.

Given a manager is viewing a performance report in the HRHarmony interface, when they filter the report by specific skills developed and corresponding productivity metrics, then the report should display data clearly linking skill improvements to productivity increases.

An employee accesses their personal skill growth report and views how their learning correlates with their performance evaluations.

Given an employee is logged into their HRHarmony account, when they access their Skill Growth Tracker and view the performance analytics section, then they should see a visual representation of their skill progress mapped against their performance evaluation scores over time.

HR management conducts a strategic review meeting to decide on future training investments based on performance analytics.

Given HR management is preparing for a strategic review, when they access the historical performance analytics data on skill growth, then they should be able to identify at least three key skills that correlate strongly with improved business outcomes to inform training budget allocations.

An employee receives automated feedback about how recent skills acquired have impacted their engagement scores.

Given an employee has recently completed a skills training module, when they view their performance analytics dashboard, then they should see feedback indicating changes in their engagement scores linked to skill development activities.

Resource Hub

Resource Hub consolidates a variety of training materials, articles, and external resources specific to the skills employees wish to develop. This feature provides easy access to curated content that supports skill enhancement, ensuring employees are well-equipped with the necessary knowledge.

Requirements

Content Curation Engine

User Story: As an employee, I want easy access to curated training resources so that I can efficiently develop my skills and stay relevant in my role.
Description: The Content Curation Engine will automate the aggregation and organization of training materials, articles, and resources based on employee input regarding desired skills. It ensures that the content is not only relevant but also tailored to individual learning paths. By leveraging machine learning algorithms, the engine will continuously adapt and suggest resources as employees' skill requirements evolve. This capability will enhance employee engagement, streamline training processes, and promote a growth-oriented culture within the organization.
Acceptance Criteria: Employee requests resources for skill development in the Resource Hub.

Given an employee selects a skill from the Resource Hub, when they submit their request, then the Content Curation Engine retrieves and displays relevant training materials and articles within 5 seconds.

Manager reviews the aggregated content suggestions for their team members.

Given a manager accesses the Content Curation Engine, when they view the suggested resources for their team, then all suggested content is relevant to the skills identified by each employee.

Employee updates their skill requirements.

Given an employee updates their desired skills in their profile, when they save the changes, then the Content Curation Engine automatically refreshes its suggestions to include new resources related to the updated skills within 10 minutes.

System integrates machine learning algorithms to adapt content suggestions.

Given that the Content Curation Engine has access to employees' learning activities, when a significant pattern of interest is detected, then the algorithm must adjust resource suggestions by at least 20% to reflect these trends each month.

Employee gives feedback on suggested resources.

Given an employee rates the relevance of a suggested resource, when they submit their feedback, then the Content Curation Engine updates the resource database to improve future suggestions based on user ratings.

Content Curation Engine ensures compliance with industry standards.

Given the Content Curation Engine curates training materials, when new compliance standards are published, then the engine must automatically flag resources as outdated or compliant within 24 hours of the publication.

HR reviews the effectiveness of the Content Curation Engine.

Given HR has access to analytics data from the Content Curation Engine, when they run a report on employee engagement with suggested resources, then HR should see at least a 30% increase in usage compared to the previous quarter.

Skill Assessment Integration

User Story: As an HR manager, I want to allow employees to assess their own skills so that we can provide them with personalized learning resources that target their specific development needs.
Description: The Skill Assessment Integration will provide a framework for employees to self-assess their skills and identify areas for improvement. This feature will integrate with the Resource Hub, allowing employees to receive personalized content suggestions based on their self-assessment results. It will support a continuous feedback loop, facilitating targeted development initiatives and enhancing the overall efficacy of the Resource Hub. This seamless integration addresses the need for tailored employee development solutions, thereby maximizing training effectiveness.
Acceptance Criteria: Employee completes a skill self-assessment and receives tailored content recommendations from the Resource Hub.

Given an employee accesses the Skill Assessment Integration and completes a self-assessment, when they submit their results, then they should receive at least three personalized content suggestions from the Resource Hub that align with their identified skill gaps.

The integration of the Skill Assessment with the Resource Hub is verified during the onboarding of a new employee.

Given a new employee is onboarded and uses the Skill Assessment Integration, when they complete their self-assessment during onboarding, then the system must successfully provide access to relevant training materials from the Resource Hub within 24 hours.

HR manager reviews summary reports on employee skill assessments and content engagement.

Given the HR manager generates a report on employee skill assessment results, when the report is created, then it should include data on at least 80% of employees who completed self-assessments and their corresponding content engagement metrics compared to those who did not engage with the Resource Hub.

Employees provide feedback on the relevance and effectiveness of the training materials received after self-assessing their skills.

Given an employee completes a self-assessment and receives training materials, when they submit feedback on the training, then at least 70% of responses should indicate that the materials were relevant to their self-assessed needs.

The system updates content recommendations in the Resource Hub based on evolving employee skill assessments.

Given an employee reassesses their skills after three months, when the new assessment is submitted, then the Resource Hub should reflect updated content suggestions within 48 hours based on the new skill gaps identified.

Error handling when an employee fails to complete the self-assessment due to technical issues.

Given an employee attempts to complete the self-assessment but encounters a technical error, when they retry the assessment, then the system must allow them to complete the assessment without loss of prior data and must log the error for troubleshooting.

Integration testing between Skill Assessment Integration and Resource Hub ensures seamless functionality across platforms.

Given the Skill Assessment Integration is deployed, when integration tests are conducted, then the system must demonstrate 0% critical errors with successful data transfers and content recommendations across both platforms.

Feedback and Rating System

User Story: As an employee, I want to rate training resources so that I can help my peers find valuable content and ensure that the best materials are highlighted in the Resource Hub.
Description: The Feedback and Rating System will enable employees to provide feedback and rate the resources available in the Resource Hub. This functionality will allow for continuous improvement of content quality and relevance, as employees share their experiences with different training materials. The feedback gathered will inform future curation efforts and help HR teams recognize popular resources, ultimately enhancing the overall user experience and supporting skill-focused learning initiatives.
Acceptance Criteria: Employee submits feedback and a rating for a resource they recently accessed in the Resource Hub.

Given an employee is logged into HRHarmony, when they navigate to the Resource Hub and select a specific training material, they should see an option to submit feedback and a rating. When the employee submits their feedback and rating, then the system should save the feedback and display a confirmation message to the employee.

HR team reviews aggregated feedback and ratings on resources in the Resource Hub to determine resource popularity.

Given the HR team wants to assess resource popularity, when they access the administrative dashboard, they should see a summary of ratings and feedback for each resource in the Resource Hub. The summary should include average ratings and the number of feedback submissions for each resource.

Employee attempts to rate a resource in the Resource Hub without providing feedback.

Given an employee is logged into HRHarmony and views a resource in the Resource Hub, when they click the rating option but do not provide any written feedback, then a prompt should appear informing them that feedback is required to submit a rating, preventing submission until they provide feedback.

Notification triggers to employees about new ratings and feedback on resources they have previously accessed.

Given an employee has accessed a resource in the Resource Hub, when other employees submit new ratings or feedback for that resource, then the system should send a notification to the employee informing them about the updates to the resource.

Reporting functionality allows HR to export feedback data for external analysis.

Given the HR team wants to analyze feedback data from the Resource Hub, when they select the export function in the reporting dashboard, then the system should generate a CSV file containing all feedback and ratings data for selected resources, allowing the team to conduct external analysis.

Implementation of a user rating system that allows for a 1 to 5 star rating on resources.

Given an employee is logged into HRHarmony, when they wish to rate a resource, they should be able to select a value from 1 to 5 stars. The selected rating should be stored in the system and reflected in the overall rating displayed to all users for that resource.

Recommendation Algorithm

User Story: As an employee, I want personalized recommendations for training resources so that I can focus on developing the skills that will advance my career effectively.
Description: The Recommendation Algorithm will analyze employee engagement and learning patterns to suggest relevant training resources automatically. By utilizing advanced analytics and AI, this feature will present employees with personalized recommendations tailored to their career aspirations and current roles. This personalization will drive user satisfaction and encourage continuous learning, addressing the critical need for adaptive development tools in today’s fast-paced work environment.
Acceptance Criteria: Employee accesses the Resource Hub after completing an onboarding process to get personalized training recommendations from the Recommendation Algorithm.

Given an employee's profile is set up with skills and career aspirations, when the employee accesses the Resource Hub, then they should see a list of at least five tailored training resources relevant to their current role.

An HR manager reviews engagement metrics to assess the effectiveness of the Recommendation Algorithm in promoting skill development.

Given the engagement metrics data is compiled, when the HR manager views the report, then it should show at least a 30% increase in employee training resource usage compared to the previous quarter.

An employee provides feedback on the training resources suggested by the Recommendation Algorithm to improve future recommendations.

Given the employee has utilized the recommended training resources, when they submit feedback, then the system should log their feedback and adjust future recommendations accordingly within the next update cycle.

The Recommendation Algorithm collects data on employee learning patterns over a 3-month period to refine its suggestions.

Given the employee engagement data is collected for 3 months, when the system analyzes the data, then it should produce refined recommendations for at least 80% of the users based on their learning patterns.

An employee seeks specific training on soft skills and uses the Resource Hub for recommendations.

Given the employee searches for 'soft skills' in the Resource Hub, when the results are displayed, then at least five resources focused on soft skills training should appear, with personalization based on the employee's performance metrics.

The system automatically updates its training resource suggestions based on new content availability.

Given that new training resources are added to the database, when the Recommendation Algorithm runs its update routine, then it should include the new resources in the recommendations for users within one week of their addition.

A user with limited training history accesses the Resource Hub to find recommendations.

Given the user has minimal training history logged, when they enter the Resource Hub, then the system should offer at least three beginner-level training options related to popular skills in their department.

Integration with Learning Management Systems (LMS)

User Story: As an HR leader, I want our Resource Hub to integrate with existing LMS platforms so that employees can access all learning materials in one location, facilitating improved user experience.
Description: The Integration with Learning Management Systems (LMS) will enable HRHarmony to seamlessly connect with existing LMS platforms used by organizations. This integration will allow for streamlined access to a wide array of learning resources and training programs while maintaining up-to-date compliance and progress tracking. By enhancing the Resource Hub's connectivity with existing systems, this feature will ensure that employees have a comprehensive training experience without the need for multiple platforms, simplifying learning management.
Acceptance Criteria: Integration with popular Learning Management Systems (LMS) should enable HR professionals to easily connect the HRHarmony platform with their existing LMS platforms without technical assistance.

Given an HR professional has the necessary credentials, when they initiate the integration process in HRHarmony, then they should successfully connect to the LMS within 10 minutes without errors.

Employees should be able to access learning resources from both HRHarmony and their connected LMS seamlessly through the Resource Hub.

Given an employee is logged into HRHarmony, when they navigate to the Resource Hub, then they should see a unified list of resources from both the Resource Hub and the connected LMS.

The integration must allow automated compliance updates for training courses available in the connected LMS to reflect in HRHarmony.

Given the LMS updates its compliance requirements, when the integration processes, then the relevant updates should be reflected in HRHarmony’s Resource Hub within 24 hours.

Users should receive notifications for any new training resources added to their connected LMS via HRHarmony’s integration.

Given an employee has opted into notifications, when new resources are added to the connected LMS, then they should receive an email notification detailing the new content within one hour of its addition.

The integration should enable tracking of employee progress on training modules from the LMS within HRHarmony.

Given an employee has completed a module in the connected LMS, when they check their progress in HRHarmony, then the completion status should be updated in real-time.

HR professionals need to generate reports on employee training progress that includes data from both HRHarmony and the LMS connections.

Given the HR professional accesses the reporting feature, when they generate a training report, then the report should accurately reflect training progress from both HRHarmony and the connected LMS in a unified format.

Feedback Loop Integration

Feedback Loop Integration allows employees to receive feedback from peers and managers based on their demonstrated skills. By incorporating this feedback into the SkillSync platform, users can identify areas for improvement, adjust their focus on skill development and ensure alignment with organizational goals.

Requirements

Instant Feedback Notifications

User Story: As an employee, I want to receive instant notifications when feedback is provided to me so that I can promptly address any performance issues or improvement areas.
Description: Instant Feedback Notifications is a requirement that enables real-time alerts for employees when feedback is submitted by peers or managers. This functionality helps ensure that employees are promptly informed about their performance evaluations and can take immediate action on received feedback. The notifications should be configurable to allow users to choose their preferred methods of alert (e.g., push notifications, email, or in-app alerts) reducing the chances of critical feedback being missed. Integrating this feature within HRHarmony will enhance communication and engagement, prompting employees to actively engage in their professional development.
Acceptance Criteria: Employee receives instant notification after peer feedback submission.

Given that an employee's peer submits feedback, when the feedback is recorded, then the employee should receive a notification via their configured alert method within one minute.

Manager submits performance feedback for an employee.

Given that a manager submits performance feedback for an employee, when the feedback is submitted, then the employee should receive an immediate notification in their chosen format (push, email, or in-app) without any delay.

Employee configures preferred notification methods in settings.

Given that an employee accesses the notification settings, when they select their preferred methods for feedback alerts, then the settings should save successfully and alert the employee accordingly based on their selections.

Employee receives a notification for multiple feedback submissions.

Given that multiple feedback submissions occur from different peers or managers, when those submissions are made, then the employee should receive individual notifications for each feedback entry within one minute.

Feedback notification is delivered successfully across different platforms.

Given that feedback is submitted, when the notification system triggers, then the employee should receive the notification on mobile, desktop, and email, ensuring consistency across all platforms used.

Employee views historical feedback notifications within the platform.

Given that the employee clicks on the notification history section, when they access the historical feedback, then they should see all received feedback notifications accurately listed with timestamps and details.

Notifications respect user preferences for quiet hours.

Given that an employee sets quiet hours in their notification settings, when feedback is submitted during those hours, then the notifications should be paused and delivered after the quiet period ends as per user preference.

Feedback Analysis Dashboard

User Story: As a manager, I want to view a dashboard that analyzes feedback trends for my team members so I can support their development effectively and make informed decisions.
Description: The Feedback Analysis Dashboard provides a visual representation of feedback data collected over time, helping employees track their growth and development. This requirement involves creating interactive charts and graphs that summarize feedback trends, highlight strengths and weaknesses, and offer insights into areas needing improvement. By utilizing this dashboard, leaders can better visualize employee engagement, team dynamics, and performance trends. This integrates seamlessly with HRHarmony's data analytics capabilities, offering users clear insights into feedback patterns and progress, ultimately driving a culture of continuous improvement.
Acceptance Criteria: User accesses the Feedback Analysis Dashboard to analyze their performance feedback over the past quarter.

Given the user is logged into HRHarmony, when they navigate to the Feedback Analysis Dashboard, then they should see an interactive chart displaying their feedback trends over the last three months.

A manager reviews the Feedback Analysis Dashboard to assess team performance and morale.

Given the manager is on the Feedback Analysis Dashboard, when they select a team member's profile, then the dashboard should display that member's strengths, weaknesses, and overall performance metrics.

An HR professional wants to generate a report on organization-wide feedback trends.

Given an HR professional is on the Feedback Analysis Dashboard, when they click on the 'Generate Report' button, then the system should create a downloadable report summarizing feedback patterns across all departments for the last six months.

An employee wants to identify skills that require improvement based on feedback received.

Given an employee opens their Feedback Analysis Dashboard, when they view the feedback summary, then the system should highlight skills with feedback indicating a need for improvement.

A leader wants to track engagement levels based on feedback data.

Given a leader is accessing the Feedback Analysis Dashboard, when they filter the feedback results by engagement level, then the dashboard should display a visual representation of employee engagement trends by department.

A user needs to access historical feedback data for analysis.

Given a user is on the Feedback Analysis Dashboard, when they select a time range of six months prior, then the dashboard should update to reflect feedback data from that specified period.

Peer Feedback Submission

User Story: As a team member, I want to provide feedback on my peers' performance so that we can support each other’s growth and development within the team.
Description: Peer Feedback Submission allows team members to submit feedback for their colleagues, fostering a culture of collaboration and continuous improvement. This requirement includes an easy-to-use interface for writing and submitting feedback, as well as options for anonymity when required to encourage honesty. The integration of this feature will help enhance team cohesion, as employees feel more involved in each other's development journey. It also allows for more comprehensive feedback that includes various perspectives from different team members, contributing to a holistic understanding of performance.
Acceptance Criteria: Peer Feedback Submission for Performance Review

Given an employee is logged into the HRHarmony platform, when they navigate to the peer feedback section and select a colleague, then they should be able to write and submit feedback with an option for anonymity.

Feedback Submission Interface Usability

Given an employee opens the feedback submission form, when they view the interface, then they should see fields for feedback input, guidance on writing constructive feedback, and a toggle for anonymity.

Feedback Integration with SkillSync

Given feedback has been submitted for a colleague, when the colleague accesses their SkillSync dashboard, then the submitted feedback should be reflected and categorized based on skill areas.

Notifications for Feedback Submission

Given a feedback submission has been made for an employee, when the submission is confirmed, then the targeted employee should receive a notification in their HRHarmony account and via email.

Feedback Anonymity Mechanism

Given an employee chooses to submit feedback anonymously, when the feedback is submitted, then the feedback should not reveal the identity of the submitter in the SkillSync platform.

Accessibility of Peer Feedback Feature

Given an employee is using an assistive technology tool, when they interact with the feedback submission feature, then all form fields and buttons should be fully accessible and usable according to WCAG standards.

Review and Edit Feedback Feature

Given an employee has submitted feedback, when they navigate to their submission history, then they should be able to view their feedback and have the option to edit or retract it before the feedback deadline.

Customizable Feedback Criteria

User Story: As an HR manager, I want to customize the feedback criteria so that the evaluations align with our company values and the specific needs of different roles.
Description: Customizable Feedback Criteria enables organizations to define specific parameters and competencies for feedback submissions, aligning the feedback process with organizational goals and values. This requirement supports the creation of tailored feedback templates that reflect the unique skills and performance indicators relevant to different roles within the company. By allowing customization, HRHarmony ensures that the feedback loop is relevant and useful, fostering an environment where employees receive constructive and goal-oriented evaluations. This feature also aids in aligning employee performance with overall business objectives.
Acceptance Criteria: User-defined feedback criteria for performance evaluations are established for a marketing department role.

Given a role in the marketing department, when the HR administrator customizes the feedback criteria, then the system must allow at least 5 distinct competencies to be selected and saved for that role.

Employees in a sales team receive feedback based on parameters defined in the customizable feedback criteria.

Given the customizable criteria for the sales team role, when a manager submits feedback on an employee, then the feedback must correspond to the selected competencies and include at least one specific example for each.

An HR manager wants to create tailored feedback templates for software developers.

Given the requirement to create tailored templates, when the HR manager selects the development role, then the system must provide options to customize 3 parameters—technical skills, teamwork, and innovation—before saving the template.

The organization conducts a quarterly review that incorporates customizable feedback criteria for all roles.

Given the quarterly review period, when employees are assessed, then the feedback must be generated based on the custom criteria set for their respective roles, and must allow for adjustments to be made by managers prior to finalizing the evaluation.

The customizable feedback criteria are utilized during onboarding of new employees.

Given the onboarding process, when HR staff define feedback criteria for new hires, then the system must enable selection of role-specific competencies and allow the new hires to receive initial feedback based on those criteria within the first month.

Feedback submitted through the customizable criteria can be referenced in performance appraisal discussions.

Given the performance appraisal meetings, when managers access feedback from the customizable criteria, then they must be able to view a consolidated report summarizing feedback against all defined competencies for the employee being evaluated.

An organization adjusts its feedback criteria based on changing organizational goals.

Given the need to align with new organizational goals, when the HR administrator modifies the existing feedback criteria, then these changes must be reflected in all future feedback submissions and historical data should remain intact for compliance purposes.

Feedback Integration with Performance Reviews

User Story: As an HR administrator, I want to integrate ongoing feedback into performance reviews to ensure that reviews are based on accurate, up-to-date information about employee performance.
Description: Feedback Integration with Performance Reviews links continuous feedback with formal performance reviews, ensuring that all the insights gained through the feedback loop are considered in the review process. This requirement automates the collection of feedback data, compiling it into performance review documents, creating a holistic picture of employee performance over time. This integration streamlines the review process, ensuring that employees and managers have access to real-time data and evaluations prior to the review period. This not only saves time but enhances the quality of performance assessments, making the review process more effective and constructive.
Acceptance Criteria: Automated feedback integration for performance reviews preparation.

Given an employee has received feedback throughout the performance review period, when a performance review document is generated, then the document must include all relevant feedback data compiled from the feedback loop system.

HR manager access to continuous feedback data during review meetings.

Given an HR manager is preparing for a performance review meeting, when they access the performance review document, then they should see a summary of all continuous feedback gathered over the review period alongside the employee's ratings.

Employee notification of feedback incorporated in their performance review.

Given an employee's performance review is being compiled, when their feedback data is included, then the employee should receive a notification confirming their feedback has been considered in the review process.

Feedback accuracy during performance reviews.

Given the feedback gathered for an employee, when the performance review is conducted, then the review must reflect the insights noted in the feedback without discrepancies or omissions.

Real-time updates to performance review documents post-feedback collection.

Given additional feedback is submitted for an employee after initial review document preparation, when the feedback is collected, then the performance review document should update automatically to reflect this new feedback.

Training for managers on utilizing feedback loop data in reviews.

Given a manager's upcoming performance reviews, when they participate in a training session on the Feedback Integration system, then they will demonstrate understanding of how to incorporate feedback effectively into performance evaluations during the session assessment.

Employee engagement with the feedback process.

Given the integration of continuous feedback and performance reviews, when employees complete feedback after performance evaluations, then at least 80% of employees should report satisfaction with the review process based on an anonymous survey conducted afterwards.

Regulation Radar

Regulation Radar provides real-time tracking and alerts for upcoming regulatory changes that could impact HR practices. Compliance Managers can stay informed about new laws and requirements, allowing for proactive adjustments to policies and practices. This feature minimizes compliance risks and ensures that organizations are prepared to meet new standards swiftly.

Requirements

Real-time Compliance Monitor

User Story: As a Compliance Manager, I want to receive real-time alerts on regulatory changes so that I can adjust our HR policies proactively and maintain compliance with the latest laws.
Description: The Real-time Compliance Monitor requirement entails establishing a system that continuously tracks regulatory changes affecting HR practices. This functionality will involve integrating an automated data feed that pulls updates from legal resources and government bodies, analyzing them to identify relevant changes. The requirement will benefit Compliance Managers by providing instant alerts about new laws or regulations and empowering them to make proactive policy adjustments. This integration is vital for minimizing compliance risks, ensuring adherence to applicable laws, and enabling organizations to swiftly meet new standards.
Acceptance Criteria: Real-time notification delivery for new regulatory changes affecting HR practices.

Given a Compliance Manager is subscribed to notifications, when a relevant regulatory change occurs, then an alert should be sent within 5 minutes.

User interface displays current compliance status based on the latest regulatory changes.

Given the Real-time Compliance Monitor is integrated, when a Compliance Manager views the compliance dashboard, then the interface should show the up-to-date compliance status reflecting any new regulations.

Capability to filter regulatory change alerts based on specific HR practice areas.

Given a Compliance Manager accesses the Regulation Radar, when they apply filters for specific HR practices, then the alerts displayed should align with the selected areas only.

Integration with company policy documents to automatically suggest updates based on regulatory changes.

Given a regulatory change has been identified, when the system analyzes the impact, then it should generate suggestions for policy document updates accordingly.

Historical tracking of past regulatory changes for compliance audits.

Given the Real-time Compliance Monitor stores historical data, when a Compliance Manager queries past regulatory changes, then they should receive a comprehensive report for the last 12 months.

User authentication and role-based access control for Compliance Managers.

Given a Compliance Manager is logging in, when they enter their credentials, then they should gain access to the Regulation Radar based on their assigned role and permissions.

Automated email summaries of significant regulatory updates on a weekly basis.

Given the Compliance Manager opts into weekly summaries, when the end of the week arrives, then an email should be sent summarizing all significant regulatory changes that occurred during the week.

Customizable Regulatory Dashboard

User Story: As a Compliance Manager, I want to customize my regulatory dashboard so that I can view the most relevant compliance updates and gain insights efficiently.
Description: The Customizable Regulatory Dashboard requirement involves creating a user-friendly interface that allows Compliance Managers to tailor their view of compliance alerts and regulatory updates. This dashboard should enable users to filter alerts based on categories, such as state laws, federal regulations, and industry-specific changes. It should also provide summarizations of critical updates, making it easier for users to identify and prioritize actions. The outcome of this requirement is to enhance user experience and ensure Compliance Managers can focus on the most pertinent information, ultimately leading to improved regulatory compliance management.
Acceptance Criteria: As a Compliance Manager, I want to customize the dashboard view to focus only on federal regulations so that I can prioritize compliance updates relevant to my organization.

Given the Compliance Manager is on the Customizable Regulatory Dashboard, when they select 'Federal Regulations' from the filter options, then the dashboard should display only alerts and updates pertaining to federal regulations.

As a Compliance Manager, I want to be able to save my customized dashboard settings for future visits so that I do not have to reconfigure my preferences every time I log in.

Given the Compliance Manager has customized their dashboard and selects the 'Save' option, when they log in again, then the dashboard should reflect the saved settings accurately without loss of data.

As a Compliance Manager, I want to see a summary of critical updates for industry-specific regulations to quickly assess compliance risks that may affect my organization.

Given the Compliance Manager is viewing the dashboard, when they select 'Industry-Specific Regulations', then the dashboard should provide a clear summary of the top three critical updates relevant to their industry.

As a Compliance Manager, I want to filter alerts by state laws so that I can keep track of localized regulatory changes that affect my organization.

Given the Compliance Manager is on the Customizable Regulatory Dashboard, when they select 'State Laws' from the filter options, then the dashboard should only display alerts related to state regulations applicable to their organization.

As a Compliance Manager, I want the dashboard to send notifications for new regulatory updates to ensure timely action is taken for compliance adjustments.

Given the Compliance Manager has opted in for notifications, when a new regulatory update is published, then the system should send a notification alert to the Compliance Manager immediately.

As a Compliance Manager, I want to have the option to prioritize certain alerts, which will help me manage my tasks more efficiently.

Given the Compliance Manager is viewing the alerts on the dashboard, when they mark an alert as 'High Priority', then that alert should be visually distinguished on the dashboard for easy identification.

As a Compliance Manager, I want to be able to receive a weekly summary email of the most important regulatory changes so that I can keep myself updated without logging in every day.

Given the Compliance Manager has subscribed to the weekly summary, when the week ends, then they should receive an email summarizing the critical regulatory changes that occurred during the week.

Automated Regulatory Reporting

User Story: As a Compliance Manager, I want automated compliance reports generated monthly so that I can ensure our practices align with regulations without spending excessive time on report creation.
Description: The Automated Regulatory Reporting requirement focuses on enabling the system to generate compliance reports automatically based on the latest regulatory data and company practices. This feature will streamline the reporting process, reducing manual efforts, and ensuring that Compliance Managers have easy access to up-to-date reports for audits or internal reviews. The benefit includes minimizing human error, increasing reporting accuracy, and enhancing transparency in compliance practices, which is essential for both internal and external stakeholders.
Acceptance Criteria: Automated Generation of Compliance Reports Based on Regulatory Changes

Given the latest regulatory data is updated in the system, when a Compliance Manager requests a compliance report, then the system must generate the report automatically without errors, reflecting the current regulations and internal policies.

Email Notification for New Compliance Reports

Given a new compliance report is generated, when the report generation is complete, then an email notification is sent to all Compliance Managers, including a download link to the report.

Accessibility of Compliance Reports for Audits

Given that compliance reports have been generated, when an auditor accesses the system, then they should be able to view and download the reports without any access issues or missing data.

Audit Trail for Generated Compliance Reports

Given a compliance report is generated, when a Compliance Manager reviews the report history, then the system must display an audit trail that logs who generated the report and when it was created.

User Permissions for Compliance Report Access

Given the system has multiple user roles, when a user attempts to access a compliance report, then the system must enforce permissions to ensure only authorized users can view sensitive reports.

Real-Time Updates on Regulatory Changes for Reporting

Given the system is integrated with a regulatory database, when a new regulatory change is published, then the system must notify Compliance Managers within one hour and update related compliance reports automatically.

Alerts Configuration Settings

User Story: As a Compliance Manager, I want to configure my alert settings so that I receive notifications in a way that suits my workflow and focus areas, ensuring I never miss critical updates.
Description: The Alerts Configuration Settings requirement involves creating a feature that provides Compliance Managers with options to tailor their alert preferences. Managers should be able to set preferences for the frequency of alerts (immediate, daily, weekly), the channels for alerts (email, SMS, app notifications), and the topics of interest for compliance monitoring. This level of customization allows users to optimize their workflow and ensures that they receive alerts that are most relevant to their responsibilities, improving efficiency and compliance oversight.
Acceptance Criteria: Compliance Manager sets alert preferences for immediate notifications via email regarding regulatory updates.

Given a Compliance Manager is logged into HRHarmony, When they navigate to the Alerts Configuration Settings, Then they should be able to select 'Immediate' as the alert frequency and 'Email' as the notification channel, and save the changes successfully.

Compliance Manager configures daily alerts for specific topics via SMS.

Given a Compliance Manager is on the Alerts Configuration Settings page, When they select 'Daily' as the alert frequency, choose 'SMS' as the notification channel, and specify topics of interest, Then the configuration should be saved successfully and they should receive a confirmation message.

Compliance Manager requests a test notification to verify alert settings functionality.

Given a Compliance Manager has set up their alert preferences, When they click on 'Test Notification' option, Then they should receive a test alert through the configured channel that confirms their settings are correctly applied.

Compliance Manager attempts to set alerts with overlapping frequency and channel preferences.

Given a Compliance Manager tries to configure alerts with 'Immediate' notifications while also setting 'Daily', When they attempt to save the settings, Then an error message should be displayed stating that conflicting configurations are not allowed, and the settings should not be saved.

Compliance Manager reviews and modifies existing alert configurations.

Given a Compliance Manager has existing alert preferences set, When they access the Alerts Configuration Settings, Then they should be able to view all current configurations and make changes to frequency, channel, and topics, saving any updates successfully.

Compliance Manager desires to unsubscribe from all alerts.

Given a Compliance Manager is in the Alerts Configuration Settings, When they select the option to 'Unsubscribe from all alerts', Then their preferences should be cleared, and a confirmation message should be displayed indicating they have successfully unsubscribed.

Integration with Legal Databases

User Story: As a Compliance Manager, I want the system to integrate with legal databases so that I am always updated with the latest laws affecting our HR policies without manual input.
Description: The Integration with Legal Databases requirement entails establishing connections with external legal databases to facilitate automatic updates on legislative changes. This feature ensures that the system can maintain an accurate and up-to-date repository of relevant laws affecting HR practices. This integration is crucial for reducing the risk of oversight regarding new regulations, allowing Compliance Managers to make informed decisions based on the most current legal landscape.
Acceptance Criteria: Compliance Managers need to access real-time updates about changes in labor laws and regulations through the HRHarmony platform.

Given that the Legal Databases are integrated, When a new regulatory change is enacted, Then the system should automatically update to reflect this change within 24 hours and notify Compliance Managers accordingly.

A Compliance Manager is preparing for a quarterly audit and needs to ensure all relevant legal changes are accounted for in policies and practices.

Given that the integration with Legal Databases is functioning, When the Compliance Manager accesses the regulation update report, Then it should list all changes relevant to HR policies from the last three months, sorted by date.

During a training session, HR staff need to understand how to access and interpret the legal updates provided by the Regulation Radar feature.

Given that the Legal Database integration is complete, When HR staff access the 'Help' section, Then clear instructional documentation and video tutorials on accessing legal updates should be available and easily navigable.

A compliance alert is generated by the system, indicating a significant regulatory change affecting employee benefits.

Given the need for timely compliance adaptations, When the alert is triggered, Then the system should send notifications to all Compliance Managers and generate an action item report for necessary policy adjustments within 1 hour.

The organization needs to verify that the integration with external legal databases is retrieving data accurately and timely.

Given that the integration is in effect, When a Compliance Manager runs a data accuracy report, Then the report should show at least 95% accuracy in reflecting the most current legal changes as per the external databases on a bi-weekly basis.

An organization is set to launch a new employee benefits package and needs assurance that all compliance measures are met based on the latest regulations.

Given the integration with Legal Databases, When the HR team reviews the compliance checklist within the system, Then the checklist should automatically update to reflect any new relevant regulations impacting the benefits package before the launch date.

Compliance Managers require historical data on past regulatory updates to inform future policy revisions.

Given the established integration with Legal Databases, When the Compliance Manager requests historical data, Then the system should be able to generate a report covering the last five years of all significant regulatory changes relevant to HR practices.

Employee Compliance Awareness Training Module

User Story: As an HR professional, I want to provide employees with a compliance training module so that they are aware of the regulations that affect their roles and can contribute to our compliance efforts.
Description: The Employee Compliance Awareness Training Module requirement introduces a feature aimed at enhancing employees' understanding of regulatory requirements relevant to their roles. This module will provide interactive training sessions, quizzes, and resources regarding compliance practices within the organization. Its implementation will improve overall compliance culture and knowledge within the workforce, ensuring that all employees understand their responsibilities regarding compliance issues.
Acceptance Criteria: Employee completes the Compliance Awareness Training Module and states understanding of regulatory requirements relevant to their role.

Given an employee has accessed the Compliance Awareness Training Module, when they complete the training and quiz, then they should score at least 80% on the quiz to demonstrate understanding of compliance requirements.

Compliance Manager reviews the completion rates of the Compliance Awareness Training Module for all employees in the organization.

Given the Compliance Manager accesses the training report, when they view the completion status of employees, then at least 90% of employees must have completed the training within a specified timeframe (e.g., 30 days) for compliance.

An employee asks questions regarding compliance topics covered in the training module during a team meeting.

Given that an employee has completed the Compliance Awareness Training Module, when they are asked about compliance topics, then they should be able to provide accurate answers based on the quiz content and training materials.

Employee feedback is collected post-completion of the Compliance Awareness Training Module to assess the training's effectiveness.

Given employees complete the training module, when they submit feedback, then at least 80% of respondents should indicate that the training met their needs and improved their understanding of compliance issues.

The Compliance Awareness Training Module is updated to reflect the latest regulatory changes.

Given that new regulatory requirements are identified, when the training content is revised, then it should be completed within 14 days of the regulatory change and be reflected in the training module accessible to employees.

HR sends reminders about the Compliance Awareness Training Module to employees who have not yet completed it.

Given that the training is mandatory, when the HR team sends reminders, then all employees who have not completed the training should receive at least three reminders over the course of a week.

Audit Trail Viewer

The Audit Trail Viewer offers a comprehensive overview of compliance-related activities and changes within HR processes. It enables Compliance Managers to easily track who made changes, when, and why. This transparency promotes accountability and simplifies audits, making compliance efforts more efficient and robust.

Requirements

Change Tracking Mechanism

User Story: As a Compliance Manager, I want to have a detailed log of all changes made to HR records, so that I can ensure accountability and easily conduct audits when necessary.
Description: The Change Tracking Mechanism will record and log all modifications made to HR records, including user identity, timestamp, and nature of the change. It will provide a visual representation of the audit trail, enabling Compliance Managers to easily pinpoint specific changes and their origins. This feature not only ensures accountability but also fosters a culture of transparency within HR practices. It will integrate seamlessly with existing HR processes, enhancing the auditing capabilities of HRHarmony while ensuring compliance with relevant regulatory standards.
Acceptance Criteria: Compliance Manager reviewing recent changes made to employee records for an audit report.

Given the Compliance Manager accesses the Audit Trail Viewer, When they filter the changes by a specific employee and time range, Then they should see a comprehensive list of all changes with user identity, timestamp, and nature of the change displayed clearly.

A user makes an update to an employee's personal information in the system.

Given a user updates an employee record, When the change is saved, Then the Change Tracking Mechanism should log the change with the user's identity, timestamp of the change, and a description of the modification made.

Compliance Manager conducting a routine audit to ensure all changes are accounted for.

Given the Compliance Manager initiates an audit process, When they generate an audit report, Then the report should show all logged changes within the last year, highlighting any discrepancies or missing logs for accountability.

A user navigates the Audit Trail Viewer to investigate a specific change allegation.

Given a user uses the Audit Trail Viewer to search for a specific change allegation, When they enter the identifier of the change, Then they should receive a detailed view of the change, including who made it, when, and why it was made.

HR personnel need to ensure regulatory compliance for record changes made during the year.

Given the HR personnel access the regulatory compliance report, When they review the documented changes in the Audit Trail Viewer, Then all changes should align with the required regulatory standards, and any non-compliance issues should be highlighted.

Adjusting user access levels to ensure that sensitive changes are monitored.

Given an administrator adjusts access levels of users who can make changes to sensitive records, When the changes are saved, Then the Change Tracking Mechanism should log this access change with the user identity and timestamp, ensuring accountability for sensitive modifications.

Onboarding a new Compliance Manager who needs access to historical data on past changes.

Given the new Compliance Manager requests access to the audit history, When they access the Audit Trail Viewer, Then they should be able to view all historical changes with filters available for enhanced searching and reporting.

User Permissions Control

User Story: As an HR Administrator, I want to set and manage user access permissions, so that I can control who can change sensitive HR information and maintain data security.
Description: The User Permissions Control will define and manage access levels for different roles within the organization, ensuring that only authorized personnel can make changes to sensitive HR information. This requirement is critical for maintaining data integrity and compliance with privacy regulations. The feature will allow administrators to customize permissions based on roles and responsibilities, providing flexibility while safeguarding sensitive data. It will tightly integrate with the audit trail system to log permission changes and access history.
Acceptance Criteria: As a Compliance Manager, I need to define user permissions based on employee roles to ensure that sensitive HR information is only accessed and modified by authorized personnel.

Given that I am logged in as an administrator, when I attempt to set permissions for an employee role, then the system should allow me to define specific permissions for viewing, editing, and deleting data based on the role selected.

As an HR administrator, I want to review the current permissions set for each role to ensure compliance and data security within the organization.

Given that I am logged in as an HR administrator, when I access the User Permissions Control section, then I should be able to view a comprehensive list of roles with their associated permissions clearly listed.

As a Compliance Manager, I need to log any changes made to user permissions so I can provide documentation for audits and ensure accountability.

Given that I have changed user permissions for a specific role, when I save the changes, then the system should log the change details (who made the change, when it was made, and what was changed) in the audit trail.

As an HR administrator, I must ensure that only authorized users can access sensitive HR data, preventing unauthorized modifications or data breaches.

Given that I attempt to access sensitive HR data with a role that does not have permission, when I try to access the data, then the system should deny access and display an appropriate error message.

As a Compliance Manager, I want to customize user permissions and roles based on evolving compliance requirements and business needs.

Given that compliance requirements have changed, when I access the User Permissions Control function, then I should be able to create, modify, and delete roles and their corresponding permissions without system errors.

As an HR administrator, I need to verify that the changes made to user permissions are reflected immediately in the system for all users affected by those changes.

Given that permissions for a particular role have been updated, when affected users log in immediately after the change, then they should see the updated permissions in their user interface.

As a Compliance Manager, I need to generate a report of all user permission changes over a specified time frame for auditing purposes.

Given that I select a date range in the User Permissions Control reporting section, when I generate the report, then the system should display all permission changes made during that time frame including user details and the nature of each change.

Automated Compliance Alerts

User Story: As a Compliance Manager, I want to receive real-time alerts about compliance deadlines and updates, so that I can proactively address compliance issues and maintain regulatory standards.
Description: The Automated Compliance Alerts feature will notify users regarding compliance deadlines, policy changes, and critical updates in real-time. This proactive approach ensures that Compliance Managers and HR professionals are always aware of their compliance responsibilities, reducing the risk of oversights. The alerts will be customizable based on user preferences and regulatory requirements, ensuring relevance and timeliness. Integration with the existing notification system will ensure that users receive alerts through their preferred channels.
Acceptance Criteria: Notification of upcoming compliance deadlines for HR managers and compliance teams.

Given a compliance deadline is approaching, When the deadline is 7 days away, Then an automated notification is sent to the designated Compliance Managers via email and in-app notification.

User customization of alert preferences for compliance updates.

Given a user accesses the compliance alerts settings, When they adjust their notification preferences, Then their preferences are saved and reflected in subsequent alerts.

Integration of compliance alerts with the existing notification system.

Given compliance alerts are set up, When a compliance-related event occurs, Then the alert is dispatched through all chosen channels (email, SMS, and app notifications) simultaneously.

Real-time updates on policy changes affecting compliance regulations.

Given a policy change occurs, When it is officially announced, Then an automated alert is sent out immediately to all Compliance Managers detailing the changes.

Feedback loop for monitoring the effectiveness of compliance alerts.

Given a compliance alert has been sent, When users acknowledge the alert, Then their feedback is logged for assessing alert effectiveness and improving future notifications.

Automated alerts for critical updates within the HRHarmony system.

Given critical updates occur in the HRHarmony system, When updates are applied, Then an automated alert is sent to all relevant users notifying them of the changes.

Audit Report Generation

User Story: As an HR Manager, I want to generate detailed audit reports on compliance activities, so that I can present findings to stakeholders and ensure the organization's compliance status is transparent.
Description: The Audit Report Generation will enable users to compile comprehensive reports on compliance-related activities. This requirement will provide customizable reporting templates that can be tailored to different needs, such as compliance audits, internal reviews, and stakeholder presentations. The feature aims to facilitate data-driven decision-making by providing clear insights into compliance status and related metrics. Reports will be generated in a user-friendly format and can be exported in various formats for further analysis.
Acceptance Criteria: User selects the Audit Report Generation feature within the HRHarmony platform to create a compliance report for an upcoming audit.

Given the user has access to the Audit Trail Viewer, when they initiate the Audit Report Generation, then they should see an option to select a customizable reporting template.

A Compliance Manager needs to generate a report detailing all compliance-related activities over the past quarter for an internal review.

Given the Compliance Manager is using the Audit Report Generation feature, when they specify the time frame and select the relevant metrics, then the report should compile all activities accurately within the selected date range.

The HR team requires a detailed compliance report to present at the quarterly stakeholder meeting, including visual data representations.

Given the report has been generated using the Audit Report Generation, when the user chooses to export it, then the report must include charts and graphs that represent key compliance metrics clearly in the exported formats (PDF, Excel, etc.).

Compliance Managers want to ensure the generated reports accurately reflect changes made within the HR processes for the specified time frame.

Given a user reviews the generated report, when they cross-reference it with the corresponding audit trail data, then all changes noted in the report should match the audit trail log entries for the same period.

A user needs to customize a reporting template to include specific compliance metrics relevant to their organization's regulatory environment.

Given the user is on the customizable reporting template screen, when they make specific selections and save the template, then the new template should be retrievable and reflect the selected metrics for future reports.

After generating a report, the Compliance Manager wants to share it with other team members within HRHarmony.

Given the report is generated and visible in the user's dashboard, when the user selects the 'Share' option, then team members should receive a notification with access to view the report in their accounts.

Search and Filter Functionality

User Story: As a Compliance Manager, I want to easily search and filter audit trail records, so that I can quickly find specific changes or activities during audits.
Description: The Search and Filter Functionality will provide users with the ability to quickly locate information within the audit trail records. This requirement will enhance user experience by allowing Compliance Managers to apply filters based on dates, user actions, and specific record types. It facilitates more efficient audits by reducing the time required to sift through extensive logs. The search functionality will be intuitive, with clear categorization and tagging to streamline the process of finding relevant information.
Acceptance Criteria: Accessing the Audit Trail Viewer to locate records from a specific date range and specific user action.

Given that the Compliance Manager is on the Audit Trail Viewer page, when they input a date range and select a user action from the filter options, then the system should display only the records that match the criteria within the specified date range.

Utilizing the search functionality to find records with a specific keyword in the audit trail notes.

Given that the Compliance Manager is on the Audit Trail Viewer page, when they enter a keyword into the search bar, then the system should display all records that include the keyword in the audit trail notes.

Applying multiple filters simultaneously to narrow down audit trail records based on date, action type, and user.

Given that the Compliance Manager is on the Audit Trail Viewer page, when they apply date, action type, and user filters together, then the system should display only the records that meet all applied filters.

Receiving feedback on the search results when no records meet the criteria entered.

Given that the Compliance Manager performs a search or filter action that yields no results, then the system should display a message indicating that no records were found matching the criteria.

Sorting the audit trail records by date to view the most recent changes first.

Given that the Compliance Manager is viewing the audit trail records, when they select the sorting option for date in descending order, then the system should reorder the records to show the most recent changes at the top of the list.

Viewing detailed information about each audit trail record after applying a filter.

Given that the Compliance Manager has filtered the audit trail records, when they click on an individual record, then the system should display detailed information about that record, including the user, action, date, and notes.

Custom Compliance Dashboards

Custom Compliance Dashboards allow Compliance Managers to create tailored views of compliance metrics that matter most to their organization. By visualizing key metrics, tracking compliance health, and identifying trends over time, this feature empowers users to make data-driven decisions that enhance compliance posture.

Requirements

Custom Metric Selector

User Story: As a Compliance Manager, I want to select and customize the compliance metrics on my dashboard so that I can focus on the metrics that are most relevant to my organization's compliance goals.
Description: The Custom Metric Selector allows Compliance Managers to choose and prioritize the compliance metrics that are most relevant to their organization. Users can select from a predefined list of metrics or add custom metrics, ensuring that the dashboards visualize the data that matters most to them. This flexibility supports a more personalized approach to compliance monitoring and reporting, enhancing decision-making and operational efficiency.
Acceptance Criteria: As a Compliance Manager, I want to select metrics relevant to our compliance goals so that I can create a dashboard specifically tailored to our organization's needs.

Given I am on the Custom Metric Selector page, when I choose metrics from the predefined list and add custom metrics, then these selected metrics should be reflected in the dashboard.

As a Compliance Manager, I want to prioritize the compliance metrics displayed on my dashboard so that I can focus on the most impactful data first.

Given I have selected multiple metrics, when I reorder them in the Custom Metric Selector, then the dashboard should accurately reflect this new order.

As a Compliance Manager, I want to save my selected metrics configuration so that I can quickly access the same dashboard in future sessions without reselecting metrics.

Given I have selected and prioritized my metrics, when I click the save button, then my metric configuration should be saved successfully and retrievable on the next access.

As a Compliance Manager, I want to visualize compliance trends over time so that I can assess compliance health at a glance.

Given I have selected compliance metrics and set a time range, when I view my dashboard, then I should see graphical representations of compliance trends for the selected metrics.

As a Compliance Manager, I want to see applicable legal or regulatory references linked to selected metrics to ensure I am aware of compliance requirements.

Given I have selected a compliance metric, when I hover over the metric, then relevant legal or regulatory references should be displayed to the user.

As a Compliance Manager, I want to receive alerts for any metrics that are below compliance thresholds, so that I can take immediate action.

Given I have set compliance thresholds for selected metrics, when any metric falls below this threshold, then I should receive an alert notification on my dashboard.

As a Compliance Manager, I want to share my custom dashboard with other team members, so they have access to the same compliance insights.

Given I have created a custom dashboard, when I select the share option and input team member emails, then those team members should receive access to the dashboard immediately.

Trends Visualization Tool

User Story: As a Compliance Manager, I want to visualize historical compliance trends so that I can identify patterns and make proactive adjustments to our compliance strategies.
Description: The Trends Visualization Tool is designed to help Compliance Managers identify and analyze historical compliance data trends over time. With visual aids such as graphs and charts, this tool makes it easy to spot fluctuations in compliance health, enabling informed forecasting and strategy adjustments. The ability to visualize trends contributes to proactive compliance management and risk assessment.
Acceptance Criteria: Compliance Managers access the Trends Visualization Tool to analyze historical compliance data on a monthly basis, aiming to identify trends that might indicate emerging compliance issues or areas for improvement.

Given the Compliance Manager is logged into the HRHarmony platform, When they navigate to the Trends Visualization Tool, Then they should be able to select a specific compliance metric and view the trend over the selected time period displayed in graphs or charts.

A Compliance Manager needs to compare compliance trends between different departments to identify which areas require more focus on compliance training.

Given the Compliance Manager is using the Trends Visualization Tool, When they select two or more departments to compare on the dashboard, Then they should see a side-by-side visualization of compliance trends for the selected departments allowing for clear comparison.

After identifying a negative trend in compliance metrics, a Compliance Manager wants to set alerts for key compliance areas to receive notifications when metrics drop below a specified threshold.

Given the Compliance Manager has identified critical compliance metrics, When they set a threshold for those metrics in the Trends Visualization Tool, Then they should receive real-time alerts via email when metrics fall below the defined threshold.

A Compliance Manager reviews success metrics from the previous quarter and wants to visualize how different compliance initiatives impacted compliance health.

Given the Compliance Manager inputs the data for compliance initiatives into the Trends Visualization Tool, When they generate a report, Then the tool should visually correlate compliance initiative implementation dates with compliance health metrics over the reporting period.

Compliance Managers need to provide quarterly compliance status reports to stakeholders, utilizing the Trends Visualization Tool to create visually engaging presentations.

Given the Compliance Manager has selected the desired time frame and compliance metrics in the Trends Visualization Tool, When they select the option to export data, Then they should be able to download a report with graphs and relevant analysis in a presentation-ready format.

A Compliance Manager wants to filter compliance trends based on specific compliance regulations to focus on critical areas.

Given the Compliance Manager is using the Trends Visualization Tool, When they apply filters for specific compliance regulations, Then only the relevant compliance metrics should be displayed in the visualizations on the dashboard.

A Compliance Manager is reviewing historical compliance data and wants to save their dashboard configuration for future analysis.

Given the Compliance Manager has customized their dashboard settings in the Trends Visualization Tool, When they choose to save the configuration, Then the system should successfully save their settings and allow for easy access during future sessions.

Automated Reports Generation

User Story: As a Compliance Manager, I want to automate the generation of compliance reports so that I can save time and ensure timely communication of compliance performance to stakeholders.
Description: The Automated Reports Generation feature allows Compliance Managers to schedule and generate comprehensive compliance reports automatically. This feature saves time by eliminating manual report creation and ensures that reports reflect the most current compliance data. It enhances accountability and transparency by providing regular insights to stakeholders about compliance performance.
Acceptance Criteria: Compliance Manager schedules a new automated report for monthly compliance metrics review.

Given a Compliance Manager is in the dashboard, when they select the report generation feature, then they should be able to set parameters for the report including frequency, metrics, and recipients.

A Compliance Manager verifies the generated report for accuracy based on the latest compliance data.

Given an automated report has been generated, when the Compliance Manager opens the report, then they should see accurate metrics that match the latest compliance data in the system.

Compliance Managers receive notifications of scheduled reports and their successful generation.

Given a report has been scheduled, when the report is generated, then the Compliance Manager should receive a notification confirming the report's generation and availability.

Stakeholders access and review the automated report generated for compliance metrics.

Given a report has been generated, when stakeholders access the report link, then they should be able to view the report without errors and access all included data.

Compliance Managers customize report templates for specific compliance needs.

Given the Compliance Manager is on the report generation page, when they select customization options, then they should be able to modify the report layout, and content according to their preferences.

Automated reports include a summary of compliance trends over time.

Given a report is generated, when the Compliance Manager views the report, then the report should contain a section summarizing compliance trends for the selected period.

Compliance reports are archived for future reference and compliance audits.

Given a report has been generated, when the Compliance Manager finishes reviewing the report, then the report should automatically be archived in the compliance documentation section of the platform.

Dashboard Sharing Capabilities

User Story: As a Compliance Manager, I want to share my customized compliance dashboard with stakeholders so that we can collaboratively monitor compliance metrics and make informed decisions together.
Description: The Dashboard Sharing Capabilities enable Compliance Managers to share their customized compliance dashboards with stakeholders, including executives and team members. This feature promotes collaboration and transparency, allowing stakeholders to view and interact with compliance data in real-time. It enhances organizational alignment around compliance goals and facilitates informed discussions.
Acceptance Criteria: Compliance Manager wants to share a customized compliance dashboard with the executive team in preparation for a quarterly review meeting.

Given the Compliance Manager has customized the dashboard, When they choose the share option and select the executive team, Then the executives should receive a link to view the dashboard with live data access.

A Compliance Manager needs to share a dashboard with limited visibility to specific team members while maintaining confidentiality of sensitive information.

Given the Compliance Manager creates a dashboard, When they set sharing permissions to restrict access, Then only the selected team members should see the dashboard without access to sensitive data.

The Compliance Manager wants to track if stakeholders are actively engaging with the shared dashboards.

Given a dashboard has been shared, When stakeholders view the dashboard, Then the Compliance Manager should receive analytics on the number of views and time spent on the dashboard.

An executive needs to review the shared compliance dashboard on a mobile device during an offsite meeting.

Given the dashboard is shared, When the executive accesses the link on a mobile browser, Then the dashboard should display correctly and be fully interactive on the mobile device.

A team member needs to provide feedback on a compliance dashboard that they accessed.

Given that a dashboard has been shared, When the team member clicks the feedback button, Then they should be able to submit comments and suggestions, which the Compliance Manager can later view.

Compliance Managers require the ability to revoke access to shared dashboards after a project is completed.

Given a dashboard was shared, When the Compliance Manager selects the revoke access option, Then all stakeholders previously granted access should no longer be able to view the dashboard.

Mobile Compatibility for Dashboards

User Story: As a Compliance Manager, I want to access my compliance dashboard on my mobile device so that I can monitor compliance metrics anywhere and respond quickly to any issues that arise.
Description: Mobile Compatibility for Dashboards allows Compliance Managers to access and interact with their compliance dashboards through mobile devices. This requirement ensures that users can monitor compliance metrics on the go, providing flexibility and enabling timely responses to compliance issues. It enhances user engagement and responsiveness to compliance management.
Acceptance Criteria: Accessing Compliance Dashboards on Mobile Devices

Given the Compliance Manager is logged into the HRHarmony mobile app, When they navigate to the Custom Compliance Dashboards section, Then they should be able to view their customized compliance metrics without any distortion or functionality loss.

Interaction with Compliance Metrics

Given the Compliance Manager is viewing their compliance dashboard on a mobile device, When they tap on any compliance metric, Then they should see a detailed view of that metric including trends over time and actionable insights available.

Real-time Notifications for Compliance Alerts

Given the Compliance Manager is using the HRHarmony mobile app, When a compliance issue arises that requires attention, Then they should receive a push notification on their device promptly notifying them of the issue.

Filtering Compliance Data

Given the Compliance Manager is on their mobile dashboard, When they apply specific filters to the compliance metrics, Then the displayed data should accurately reflect the filtered metrics in real-time.

Responsive Design for Different Screen Sizes

Given the Compliance Manager accesses the HRHarmony app on different mobile devices, When they view the compliance dashboards, Then the layout should adapt to fit the screen size while maintaining readability and functionality.

Offline Access to Compliance Metrics

Given the Compliance Manager is in an area with no internet connectivity, When they access their compliance dashboards, Then they should be able to view previously loaded compliance data within the app.

User Feedback on Mobile Dashboard Experience

Given several Compliance Managers have used the mobile dashboards, When they provide feedback via an in-app survey, Then at least 80% of users should rate their mobile experience as satisfactory or above.

Compliance Policy Library

The Compliance Policy Library is a centralized repository for all compliance-related documents and policies. Compliance Managers can access, update, and disseminate necessary materials quickly and efficiently. This feature ensures that everyone in the organization has access to the latest compliance resources, reducing the risk of misinformation.

Requirements

Centralized Document Management

User Story: As a Compliance Manager, I want to easily manage all compliance-related documents in one centralized location so that I can quickly access and update any policy when necessary.
Description: The Centralized Document Management requirement focuses on creating a user-friendly interface within the Compliance Policy Library, allowing Compliance Managers to easily upload, categorize, and manage compliance-related documents. This functionality is vital for ensuring that all compliance materials are organized and easily accessible, which ultimately boosts efficiency and minimizes the risk of missing critical updates. The feature will support various document formats and incorporate robust search functionality, enhancing the overall usability of the library, and streamlining compliance workflows.
Acceptance Criteria: Compliance Manager uploads a new compliance document to the library.

Given the Compliance Manager is logged into the HRHarmony platform, when they navigate to the Compliance Policy Library and upload a document, then the document should be successfully added to the library and visible in the list of documents.

Compliance Manager categorizes existing compliance documents in the library.

Given the Compliance Manager has access to the Compliance Policy Library, when they select a document and assign it to a specific category, then the document should be retrievable under that category in the library without errors.

User searches for a compliance document using keywords.

Given a user is in the Compliance Policy Library, when they enter keywords in the search function, then the library should return relevant compliance documents that match the search criteria within 3 seconds.

Compliance Manager updates an existing compliance document in the library.

Given the Compliance Manager has identified a document that requires an update, when they edit the document and save the changes, then the updated document should reflect the new changes and maintain the document's version history.

Users access the Compliance Policy Library via mobile devices.

Given the user is accessing the HRHarmony platform from a mobile device, when they navigate to the Compliance Policy Library, then the interface should be responsive and provide a fully functional experience similar to that on a desktop.

Compliance Manager disseminates compliance updates to all employees.

Given there are updates to compliance documents, when the Compliance Manager sends a notification to all employees regarding the changes, then all employees should receive the notification with a link to the updated documents within 1 hour.

Real-time Compliance Updates

User Story: As a Compliance Manager, I want to receive real-time notifications for any compliance updates so that I can keep my organization informed and compliant with current regulations.
Description: The Real-time Compliance Updates requirement aims to establish automated notifications and reminders for any updates or changes in compliance regulations. This ensures that Compliance Managers and staff receive timely information about regulatory changes, facilitating immediate action to stay compliant. The feature will integrate with the existing HRHarmony platform to deliver push notifications or emails, ensuring users are constantly informed about their compliance obligations and can easily access updated documents within the library, mitigating risks associated with non-compliance.
Acceptance Criteria: Automated Notifications for Compliance Changes

Given a compliance regulation is updated, when the change is made, then Compliance Managers should receive an automated push notification within 5 minutes of the update.

Email Alerts for New Compliance Documents

Given a new compliance document is added to the library, when the document is uploaded, then all users subscribed to compliance updates should receive an email alert immediately after.

Access to Updated Compliance Resources

Given a user accesses the Compliance Policy Library, when a compliance regulation is updated, then the user should have immediate access to the updated documents with a timestamp indicating the last update.

User Acknowledgement of Updates

Given a Compliance Manager receives a notification about a compliance regulation update, when the manager opens the notification, then they should be prompted to acknowledge receipt of the update to ensure they have seen it.

Error Handling for Notification Failures

Given a situation where a notification fails to send, when the error occurs, then the system should log the error and send an alert to the system administrator to take corrective action.

Integration with Existing HRHarmony System

Given the Real-time Compliance Updates feature, when it is integrated with HRHarmony, then it should function without disrupting existing processes and ensure that notifications are consistent and reliable.

User Feedback Loop for Compliance Updates

Given that a compliance update has been communicated, when users receive it, then they should have the ability to provide feedback on the usefulness of the notification which will be logged for future enhancements.

Access Control and Permissions

User Story: As a Compliance Manager, I want to define user roles and permissions for accessing compliance documents so that I can ensure that only the authorized personnel can make changes to sensitive information.
Description: The Access Control and Permissions requirement stipulates the establishment of user roles and permissions within the Compliance Policy Library. This is critical for safeguarding sensitive compliance documents and ensuring that only authorized personnel can access or modify specific documents. By implementing granular access controls, Compliance Managers can define who can view, update, or approve documents, thereby enhancing data integrity and security while maintaining operational efficiency and compliance adherence across the organization.
Acceptance Criteria: User Role Creation and Management

Given an administrator accesses the Compliance Policy Library, when they create a new user role with specific permissions, then the role should be successfully added to the system and be visible to all administrators.

Document Access Control for Compliance Managers

Given a Compliance Manager with specific access rights, when they attempt to open a sensitive compliance document, then they should be able to view the document if authorized and unable to view it if not authorized.

Updating Permissions for Existing User Roles

Given an administrator accesses the Compliance Policy Library, when they modify an existing user role's permissions, then the changes should be reflected immediately without affecting other roles.

Audit Trail of Permission Changes

Given any changes made to user roles and permissions, when an administrator reviews the audit log, then they should see a detailed record of who made the changes, what changes were made, and when.

Document Approval Workflow

Given a Compliance Manager submits a document for approval, when the document is reviewed by an approver with the right permissions, then the approver should be able to approve or reject the document with an option to add comments.

Granular Access Control by Document Type

Given different compliance documents categorized by type, when a user attempts to access a document, then only users with the relevant permissions related to that document type should be allowed access.

Notifications for Changes in Permissions

Given any change in user roles or permissions, when the update occurs, then all affected users should receive a notification email detailing the changes made to their access rights.

Version Control and Audit Trail

User Story: As a Compliance Manager, I want to have a clear audit trail of all document changes so that I can track updates and demonstrate compliance during audits.
Description: The Version Control and Audit Trail requirement involves implementing a tracking system within the Compliance Policy Library to monitor changes made to any compliance document. This feature is essential for maintaining a historical record of document modifications, allowing Compliance Managers to revert to previous versions if necessary and to understand the context of changes over time. An audit trail will also help organizations demonstrate compliance during external audits, fostering trust and accountability in their compliance processes.
Acceptance Criteria: Accessing the Compliance Policy Library to view the current version of a policy document.

Given a Compliance Manager is logged into HRHarmony, when they navigate to the Compliance Policy Library and select a policy document, then the current version of the document should be displayed along with the version number and last updated timestamp.

Updating a compliance policy document and saving the changes.

Given a Compliance Manager is viewing a policy document in edit mode, when they make changes and save the document, then a new version should be created, and the previous version should be retained in the version history.

Reverting to a previous version of a compliance policy document.

Given a Compliance Manager is viewing the version history of a policy document, when they select a previous version and choose to revert, then the system should restore the selected version as the current version of the document.

Viewing the audit trail for a compliance policy document.

Given a Compliance Manager is accessing a compliance policy document, when they open the audit trail, then all changes made to the document should be listed with corresponding timestamps and the users who made the changes.

Generating a compliance report for external audits.

Given a Compliance Manager has access to multiple compliance policy documents, when they initiate a compliance report generation, then the report should include all policies along with their current versions and audit trails for the last 12 months.

Receiving notifications for updates made to compliance policies.

Given a Compliance Manager is subscribed to notifications for policy updates, when a compliance policy document is modified, then the system should send an email notification detailing the changes made.

User Training and Support Resources

User Story: As a new employee, I want access to training materials and support for using the Compliance Policy Library so that I can understand how to comply with essential policies effectively.
Description: The User Training and Support Resources requirement focuses on providing comprehensive training materials and support for users of the Compliance Policy Library. This component is crucial to ensure that all employees understand how to access, use, and maintain compliance documents effectively. Training resources may include videos, user guides, and FAQs, which will enhance user adoption and confidence in utilizing the library, leading to better compliance management and reduced administrative burdens for the HR team.
Acceptance Criteria: User Access to Training Resources

Given that a user logs into the Compliance Policy Library, when they navigate to the User Training and Support Resources section, then they should be able to view and access all available training materials without errors.

Completion of Training Modules

Given that a user starts a training video or module, when they finish watching the entire video/module, then they should receive a completion notification and a certificate of completion should be available for download.

Search Functionality for Support Resources

Given that a user is on the User Training and Support Resources page, when they enter a keyword in the search bar, then they should see relevant training materials and resources returned in the search results.

User Feedback on Training Materials

Given that a user completes a training module, when they are prompted to provide feedback, then their feedback should be recorded and available for review by the compliance managers.

Access to Updated Compliance Documents

Given that compliance documents have been updated, when a user accesses the Compliance Policy Library, then they should see the most recent version of the compliance documents available.

Availability of FAQs and Help Section

Given that a user visits the User Training and Support Resources page, when they click on the FAQ section, then they should see a list of common questions and answers related to compliance documents.

User Support Request Submission

Given that a user encounters an issue with the Compliance Policy Library, when they access the support request form, then they should be able to submit their request successfully and receive a confirmation message.

Insights Generator

Insights Generator automatically analyzes compliance data and generates actionable insights based on trends and patterns observed. By highlighting potential compliance issues before they arise, this feature allows Compliance Managers to implement preventive measures and enhance organizational compliance workflows.

Requirements

Automated Data Analysis

User Story: As a Compliance Manager, I want the system to automatically analyze compliance data so that I can easily identify potential issues and take appropriate action before they become problematic.
Description: The Automated Data Analysis requirement ensures that the Insights Generator continuously scrapes and evaluates incoming compliance data against pre-established guidelines and regulations. By leveraging advanced algorithms, the system analyzes data for trends and anomalies, providing real-time alerts to Compliance Managers. This automated approach boosts the accuracy and efficiency of compliance reports, enabling quicker responses to potential issues. The benefit lies in minimizing manual oversight, reducing human error, and ensuring a proactive compliance environment. Integration within HRHarmony allows for seamless data flow, enhancing overall functionality and user experience.
Acceptance Criteria: Automated Monitoring of Compliance Data Trends

Given that compliance data is continuously fed into the Insights Generator, when data analysis is performed, then anomalies or trends must be identified and logged within 1 minute of data arrival.

Real-Time Alerts for Compliance Managers

Given that anomalies have been detected in compliance data, when the system processes this data, then real-time alerts must be sent to Compliance Managers within 5 minutes of detection.

Integration with Existing HRHarmony Features

Given that the Automated Data Analysis is operational, when users access other features of HRHarmony, then there should be no disruption in functionality and data flow must be seamless between features.

User-Friendly Interface for Compliance Reports

Given that analysis has been completed, when Compliance Managers generate compliance reports, then the reports must be easy to interpret, displaying key insights and trends clearly and concisely.

Automated Compliance Update Notifications

Given that regulations and guidelines change, when a change occurs, then the system should automatically notify Compliance Managers of necessary updates to ensure compliance is maintained.

Accuracy Check for Data Analysis Results

Given that data analysis by the Insights Generator is completed, when results are generated, then the accuracy of insights must be validated against a predefined criteria, achieving at least 95% accuracy.

Trend Visualization Dashboard

User Story: As a Compliance Manager, I want a visual dashboard to easily identify compliance trends so that I can communicate findings effectively to stakeholders and drive informed decision-making.
Description: The Trend Visualization Dashboard requirement entails creating a user-friendly interface that visually represents compliance trends and patterns detected by the Insights Generator. This feature will provide graphs, charts, and dashboards that allow users to quickly grasp key compliance metrics at a glance. The dashboard is essential for enabling Compliance Managers to make informed decisions based on visual insights rather than solely relying on textual data. It will integrate with existing analytics tools within HRHarmony, enhancing data accessibility and user engagement while fostering an intuitive understanding of compliance status.
Acceptance Criteria: Compliance Manager uses the Trend Visualization Dashboard to assess compliance performance over the past quarter during a strategic planning meeting.

Given that the Compliance Manager accesses the Trend Visualization Dashboard, When the dashboard loads, Then it displays compliance metrics visualized in a clear, interactive format including charts and graphs for the selected time period.

Compliance Manager identifies a compliance trend that could lead to potential issues and takes action to address it using insights from the Trend Visualization Dashboard.

Given that a compliance trend indicates a potential issue, When the Compliance Manager views the corresponding graph on the dashboard, Then the dashboard allows them to click on the trend data to drill down for more detailed insight and historical context.

The Trend Visualization Dashboard is integrated with existing analytics tools within HRHarmony to enhance data accessibility for Compliance Managers.

Given that the compliance data is generated from the Insights Generator, When a Compliance Manager accesses the dashboard, Then the displayed data should be consistent with analytics sourced from HRHarmony’s existing tools and systems.

Compliance Manager receives notifications when significant compliance trends are detected on the Trend Visualization Dashboard.

Given that a significant change in compliance metrics is detected, When the trend reaches a predefined threshold, Then the Compliance Manager receives an automated notification alerting them to review the trend on the dashboard.

The Trend Visualization Dashboard enables Compliance Managers to customize their view based on specific compliance metrics relevant to their organization.

Given that the Compliance Manager wants to view specific metrics, When they apply filters on the dashboard, Then the dashboard updates in real-time to show only the selected compliance metrics and visualizations.

Compliance Managers share insights and compliance trends with other stakeholders using the Trend Visualization Dashboard.

Given that the Compliance Manager selects a specific view within the dashboard, When they click on the 'Share' button, Then the dashboard should provide options to export or share the visualized data in various formats such as PDF, image, or direct link.

Alerts and Notifications System

User Story: As a Compliance Manager, I want to receive alerts for potential compliance issues so that I can address them promptly and minimize risk for the organization.
Description: The Alerts and Notifications System requirement focuses on setting up a mechanism that sends timely alerts and notifications to Compliance Managers when potential compliance issues or anomalies are detected by the Insights Generator. This feature benefits users by providing timely updates that allow for proactive management and quick response to any emerging compliance challenges. The integration of this system within HRHarmony will ensure that important updates are communicated in real-time through various channels, such as email or mobile notifications, enhancing the responsiveness of the compliance team.
Acceptance Criteria: Compliance Manager receives a notification about potential compliance issues detected by the Insights Generator after a weekly compliance data analysis.

Given that the Insights Generator has analyzed the compliance data, When potential compliance issues are identified, Then the Compliance Manager receives a notification via email and mobile app within 5 minutes of detection.

A Compliance Manager accesses the alerts dashboard to review recent compliance notifications.

Given that the Compliance Manager is logged into the HRHarmony platform, When they navigate to the alert dashboard, Then they should see all notifications generated by the Insights Generator over the past 30 days sorted by date.

A Compliance Manager receives a notification regarding an anomaly detected in compliance trends during a quarterly review.

Given that the Insights Generator flags an anomaly, When the Compliance Manager receives the notification, Then the notification should include a brief description of the anomaly and recommended actions within the same communication.

Compliance Managers have the ability to customize the frequency and method of alerts from the Alerts and Notifications System.

Given that the Compliance Manager accesses notification settings, When they select a frequency (daily, weekly, or immediate) and preferred method (email or mobile), Then their preferences should be saved and reflected in future notifications sent.

An automated compliance notification is sent during the implementation of a policy change detected by the Insights Generator.

Given that a new policy has been implemented, When the Insights Generator detects a change affecting compliance, Then an automated notification is sent to the Compliance Manager outlining the implications of the new policy within 10 minutes of the detection.

The system provides historical reports of notifications sent to Compliance Managers for audit purposes.

Given that the Compliance Manager requests a report of past notifications, When they select the option for historical alerts, Then the system generates a report showing all notifications sent including timestamps and resolutions for the past year.

Interactive Reporting Tool

User Story: As a Compliance Manager, I want to create customizable compliance reports so that I can present information tailored to the audience and demonstrate compliance effectiveness.
Description: The Interactive Reporting Tool requirement involves developing a feature that allows Compliance Managers to generate customizable reports based on the insights provided by the Insights Generator. This tool will enable users to create reports that focus on specific compliance areas, draw comparisons over time, and showcase the effectiveness of compliance measures implemented. By giving Compliance Managers control over report parameters, the requirement supports tailored communication of compliance status to other departments and leadership teams, thereby strengthening compliance visibility across the organization.
Acceptance Criteria: Compliance Managers need to generate a quarterly report that summarizes compliance data trends, highlighting any areas that may require attention in the upcoming quarter.

Given that the Compliance Manager is logged into the Interactive Reporting Tool, when they select the quarterly report option and set the compliance area parameters, then the system generates a report that accurately reflects the specified compliance areas and includes data trends over the last quarter.

The Compliance Manager aims to compare compliance data from two different time periods to identify improvements in compliance measures over time.

Given that the Compliance Manager has access to the Interactive Reporting Tool, when they choose two different time periods and the compliance area, then the tool generates a comparative report showing side-by-side compliance metrics for the selected periods, enabling clear visualization of improvements or regressions.

The Compliance Manager needs to share a report with leadership that outlines the effectiveness of recent compliance measures, including specific metrics.

Given that the Compliance Manager has customized a report in the Interactive Reporting Tool, when they select the 'Share' option and input the leadership team emails, then the system successfully sends the report via email to the specified recipients and confirms the action through a success notification.

The Compliance Manager requires flexibility to edit and adjust report parameters on the fly to meet varied departmental expectations for compliance reporting.

Given that the user is using the Interactive Reporting Tool, when they modify the existing report parameters such as date range or compliance area, then the updated report reflects the new parameters and updates the visual data accordingly without errors.

The Compliance Manager desires to download a completed report in multiple formats for distribution to various stakeholders.

Given that the report is generated in the Interactive Reporting Tool, when the Compliance Manager selects the download option, then they can successfully download the report in at least three formats (PDF, Excel, and Word) without any formatting loss.

A Compliance Manager is tasked with ensuring the report includes notes on compliance actions taken and their results over the selected period.

Given that the report is set to include action notes, when the Compliance Manager generates the report, then the output should include a dedicated section for compliance action notes that accurately reflects all relevant details logged during that reporting period.

AI-Driven Compliance Recommendations

User Story: As a Compliance Manager, I want AI-driven recommendations for compliance improvements so that I can enhance our compliance strategies and reduce potential risks.
Description: The AI-Driven Compliance Recommendations requirement aims to provide proactive suggestions for compliance improvements based on the data analyzed by the Insights Generator. By utilizing machine learning algorithms, the system will assess historical data and current trends to suggest targeted compliance actions, policies, or practices that could mitigate risks. This capability empowers Compliance Managers to stay ahead of potential compliance failures by offering actionable insights that drive continuous improvement. The integration of this feature within HRHarmony transforms compliance efforts into a more strategic and informed exercise.
Acceptance Criteria: As a Compliance Manager, I need to receive AI-generated recommendations for compliance improvements based on real-time data analysis from the Insights Generator feature.

Given the Insights Generator has analyzed compliance data, when the AI-Driven Compliance Recommendations feature is activated, then the system should display at least three actionable compliance recommendations based on the latest data trends.

As a Compliance Manager, I want to review the AI-driven recommendations to ensure they are relevant and applicable to our organization’s compliance needs.

Given the compliance recommendations displayed, when I review them, then each recommendation should include a clear rationale based on the analyzed data and its relevance to our compliance framework.

As a Compliance Manager, I need to track the implementation status of the AI-generated compliance recommendations to measure their effectiveness over time.

Given that I have implemented the AI-driven recommendations, when I access the implementation status report, then I should see a detailed progress update for each recommendation, including any compliance improvements achieved.

As a Compliance Manager, I want to ensure that the AI-driven recommendations trigger alerts for any compliance risks identified.

Given the Insights Generator identifies a compliance risk, when the AI-Driven Compliance Recommendations are generated, then an alert should be sent to the Compliance Manager highlighting the risk and the corresponding recommendation.

As a Compliance Manager, I wish to analyze historical recommendation performance to refine future AI insights.

Given the AI-Driven Compliance Recommendations have been implemented in past periods, when I request a performance analysis report, then the report should summarize the outcomes of each past recommendation and suggest areas for improvement in the AI's future insights.

As a Compliance Manager, I need to ensure the system is capable of learning from historical failures in compliance to improve future recommendations.

Given historical compliance failure data is available, when the AI-Driven Compliance Recommendations feature is utilized, then the recommendations should reflect insights derived from past compliance failures and include preventative suggestions.

Risk Assessment Toolkit

The Risk Assessment Toolkit enables Compliance Managers to conduct thorough evaluations of compliance risks within the organization. Users can assess areas of vulnerability, prioritize initiatives, and allocate resources effectively. This proactive approach to compliance helps organizations mitigate risks and stay ahead of regulatory changes.

Requirements

Automated Risk Identification

User Story: As a Compliance Manager, I want to automatically identify compliance risks so that I can focus on mitigating them before they become serious issues.
Description: The Automated Risk Identification feature will utilize advanced algorithms to scan organizational processes and data for potential compliance risks. This tool will provide Compliance Managers with actionable insights, helping them to pinpoint vulnerabilities within the organization, reducing the likelihood of regulatory breaches. By automating the identification process, the toolkit ensures that risks are evaluated consistently and thoroughly, allowing for timely intervention to address these risks before they escalate into significant issues. The integration of this feature with existing HRHarmony modules will streamline compliance tasks, saving time and enhancing the overall risk management process.
Acceptance Criteria: Automated identification of risk vulnerabilities during the quarterly compliance review process.

Given that I am a Compliance Manager, when I initiate the Automated Risk Identification tool on the system, then it should scan all relevant organizational processes and data and return a list of identified potential compliance risks ranked by priority.

Integration of the Automated Risk Identification feature with the existing HRHarmony modules for seamless functionality.

Given that the Automated Risk Identification feature is integrated with the HRHarmony platform, when I access the integration settings, then I should be able to toggle and customize aspects of the risk identification process without encountering errors.

Real-time alerts for newly identified risks as they occur within the organization.

Given that the Automated Risk Identification tool is operational, when a new compliance risk is detected, then the system should trigger a real-time alert that is sent to the Compliance Manager's dashboard and email.

User feedback on the effectiveness of the Automated Risk Identification tool after its use.

Given that I have utilized the Automated Risk Identification tool, when I complete a feedback form, then my feedback should be stored and associated with the relevant scan report for future reference.

Reports generation of identified risks over the past six months to analyze trends.

Given that the Automated Risk Identification tool has been in use for the past six months, when I request a risk analysis report, then the system should generate a report that summarizes identified risks, their classifications, and trends over the specified period.

Confirmation of consistent risk evaluations in comparison to manual processes.

Given that both the Automated Risk Identification feature and manual risk assessment processes were conducted, when I compare the results, then the findings from the automated tool should align within a 95% accuracy range with the manually assessed risks.

User training and documentation on utilizing the Automated Risk Identification effectively.

Given that the Automated Risk Identification feature is ready for use, when I access the training materials, then I should find comprehensive and easy-to-follow documentation that allows me to understand and effectively use the tool within 30 minutes.

Custom Risk Assessment Templates

User Story: As a Compliance Manager, I want to create and use custom risk assessment templates so that I can evaluate compliance risks effectively according to my organization’s unique requirements.
Description: Custom Risk Assessment Templates will allow Compliance Managers to create and utilize tailored assessment forms that align with specific organizational needs and regulatory requirements. This functionality will enable users to develop comprehensive risk assessments that cover various risk factors unique to their industry or business context. The template library will include best practices and examples, facilitating the risk assessment process while ensuring compliance with regulations. This feature enhances the toolkit's usability and adaptability, allowing for more precise evaluations of compliance risks based on organizational specifics.
Acceptance Criteria: Custom Risk Assessment Template Creation for a New Regulatory Requirement

Given a Compliance Manager is logged into HRHarmony, when they navigate to the Risk Assessment Toolkit and select 'Create New Template', then they can successfully design a custom risk assessment template based on a specific regulatory requirement, including fields for description, risk factors, and scoring criteria.

Utilization of Existing Templates for Fast Track Assessment

Given a Compliance Manager is in the process of conducting a risk assessment, when they access the template library, then they should be able to select from at least five pre-existing risk assessment templates tailored to their industry and customize them as needed.

Incorporating Best Practices into Custom Templates

Given a Compliance Manager is developing a new custom risk assessment template, when they view the template guidelines, then they can access a list of best practices and examples associated with each risk factor, ensuring comprehensive coverage of organizational risks.

Saving and Retrieving Custom Templates

Given a Compliance Manager has created a custom risk assessment template, when they save the template, then it should be retrievable from the template library within a maximum of 5 seconds upon request for future use and customization.

Reviewing Archived Templates for Compliance Updates

Given a Compliance Manager needs to evaluate past compliance assessments, when they access archived templates, then they can view and compare at least three previous risk assessment templates that include historical data related to past compliance outcomes.

Collaborating on Custom Template Development with Team Members

Given a Compliance Manager is creating a custom risk assessment template, when they invite team members to collaborate, then all invited members should receive a notification and be able to contribute in real-time to the template creation process.

Submitting Templates for Approval by Compliance Officers

Given a Compliance Manager has completed a custom risk assessment template, when they submit it for review, then the Compliance Officer should be able to approve or reject the template with feedback within 24 hours of submission.

Real-time Compliance Dashboard

User Story: As a Compliance Manager, I want a real-time compliance dashboard so that I can monitor compliance status and respond quickly to emerging issues.
Description: The Real-time Compliance Dashboard will provide Compliance Managers with an interactive overview of the organization's compliance status, highlighting current risk levels, ongoing assessments, and key metrics. This feature will allow for a quick and comprehensive understanding of compliance health, enabling users to make informed decisions and prioritize actions accordingly. Visual data representations, such as graphs and alerts, will enhance the ease of monitoring compliance activities. This dashboard integrates seamlessly with other HRHarmony components, providing a centralized platform for compliance management and reporting.
Acceptance Criteria: As a Compliance Manager, I want to view the real-time compliance status of my organization so that I can quickly respond to any identified risks.

Given I am logged into the HRHarmony platform, when I access the Real-time Compliance Dashboard, then I should see a visual representation of compliance status that includes current risk levels and ongoing assessments.

As a Compliance Manager, I want to receive alerts on the dashboard for any compliance risks that exceed acceptable levels so that I can take swift action.

Given that I am on the Real-time Compliance Dashboard, when a risk level increases beyond the threshold, then an alert should be triggered and displayed prominently on the dashboard.

As a Compliance Manager, I want to compare historical compliance metrics against current metrics on the dashboard to analyze trends over time.

Given I have accessed the Real-time Compliance Dashboard, when I view the graphs of historical and current compliance metrics, then I should be able to identify trends and anomalies clearly.

As a Compliance Manager, I want to filter the compliance data by department so that I can assess and address compliance issues specific to various areas of the organization.

Given I am on the Real-time Compliance Dashboard, when I apply a department filter, then I should see the dashboard update to reflect compliance status and risk levels specific to that department.

As a Compliance Manager, I want the dashboard to integrate with the Risk Assessment Toolkit for comprehensive risk assessments across various categories.

Given I am viewing the Real-time Compliance Dashboard, when I select an area of risk within the dashboard, then I should be able to access related assessments from the Risk Assessment Toolkit seamlessly.

As a Compliance Manager, I want to generate and export compliance reports from the dashboard in various formats so that I can share information with stakeholders easily.

Given I am on the Real-time Compliance Dashboard, when I choose to generate a compliance report, then I should be able to export the report in PDF and Excel formats with the latest data included.

Collaborative Risk Review Tools

User Story: As a Compliance Manager, I want collaborative tools for risk reviews so that my team can work together to assess compliance risks more thoroughly.
Description: The Collaborative Risk Review Tools will facilitate team-based evaluations of compliance risks by enabling multiple stakeholders to provide input on identified risks and assessment outcomes. This feature will promote cross-departmental collaboration, ensuring that various perspectives are considered when assessing compliance vulnerabilities. Users can comment, share insights, and track changes in risk assessments, leading to more thorough reviews and improved compliance strategies. By engaging a broader team in the compliance process, organizations can foster a culture of shared responsibility for risk management.
Acceptance Criteria: Collaborative Input on Risk Assessments

Given that a Compliance Manager and multiple stakeholders are logged into the Risk Assessment Toolkit, When the Compliance Manager initiates a collaborative risk review session, Then all participants should be able to provide comments and feedback on the risk assessments in real-time.

Tracking Changes in Risk Assessments

Given that stakeholders have provided input on a risk assessment, When changes are made to the assessment based on their feedback, Then the system should track and display all changes along with the usernames and timestamps of who made them.

Notifications for Risk Review Updates

Given that a collaborative risk review session is in progress, When a stakeholder adds a comment or modifies the risk assessment, Then all other participants should receive a notification about the update immediately.

Prioritizing Compliance Risks

Given that multiple stakeholders have contributed to risk assessments, When the Compliance Manager reviews the assessments, Then all identified risks should be prioritized based on the collective input and a visual indicator should display priority levels.

Exporting the Final Risk Review Report

Given that the collaborative risk review session has ended, When the Compliance Manager requests to finalize the risk review report, Then the system should allow the report to be exported in multiple formats (PDF, Word, and Excel) with all comments and changes included.

Access Control for Risk Review Participation

Given that various stakeholder roles exist within the organization, When inviting team members to a risk review session, Then only authorized users should be permitted to view and comment on the assessments based on their assigned roles.

Guidelines for Effective Collaboration

Given that users are engaging in collaborative risk reviews, When they access the toolkit, Then they should have access to a predefined set of best practices and guidelines for effective collaboration during risk assessment sessions.

Automated Compliance Reporting

User Story: As a Compliance Manager, I want automated compliance reporting so that I can efficiently share updates on compliance status with stakeholders and regulators.
Description: The Automated Compliance Reporting feature will generate regular reports summarizing compliance risk assessments, actions taken, and current overall compliance status. This functionality aims to save time for Compliance Managers by streamlining the reporting process, ensuring that updates are generated consistently and accurately without manual intervention. Users can customize reports based on specific metrics and timelines, making it easier to share insights with stakeholders and to fulfill reporting obligations to regulatory bodies. This feature enhances transparency and accountability within the organization.
Acceptance Criteria: Compliance Managers need to generate weekly compliance risk assessment reports to summarize the actions taken and the current overall compliance status.

Given the Compliance Manager has selected 'Weekly Report' from the report options, when they click 'Generate', then a report must be created accurately reflecting the compliance status for the past week.

The Compliance Manager requires a report that highlights high-priority compliance risks within the organization to present to senior management.

Given the Compliance Manager has set the priority filter to 'High', when generating the report, then only risks classified as high priority should be included in the output report.

Users want to customize a compliance report based on specific metrics such as risk category and date range.

Given the Compliance Manager has selected specific risk categories and a date range in the report customization options, when the report is generated, then it must only include data that matches the selected criteria within the specified date range.

Compliance Managers need to ensure that the generated reports meet regulatory body standards for format and content.

Given the Compliance Manager has requested a report, when the report is generated, then it must adhere to the predefined format and content specifications as outlined by relevant regulatory bodies.

The system should provide notifications for upcoming compliance report deadlines to ensure timely submissions.

Given that the Compliance Manager is set up with notifications, when a report deadline approaches, then a notification should be sent via email and through the application alerting them of the deadline.

Compliance Managers need to share generated reports with external stakeholders securely.

Given the Compliance Manager has generated a report, when they select the option to share, then the report must be securely sent via an encrypted email link that requires authentication for access.

Compliance Training Organizer

The Compliance Training Organizer streamlines the management of compliance training programs for employees. Compliance Managers can develop, assign, and track training courses to ensure that all staff are educated on compliance standards. By fostering a culture of compliance awareness, this feature helps mitigate risks associated with noncompliance.

Requirements

Training Course Development

User Story: As a Compliance Manager, I want to create tailored compliance training courses so that my employees can receive the most relevant and effective education on compliance standards specific to our organization.
Description: The Training Course Development requirement enables Compliance Managers to create customized compliance training courses within the HRHarmony platform. This functionality allows users to input specific content, set learning objectives, and apply multimedia resources such as videos and quizzes to enhance engagement. By providing a versatile template for course creation, this requirement fosters a comprehensive education on compliance standards tailored to the unique needs of the organization, ensuring that employees have access to relevant training materials that promote awareness and understanding of compliance protocols.
Acceptance Criteria: Compliance Managers create a new training course for employees on workplace safety standards.

Given a Compliance Manager is logged into the HRHarmony platform, when they navigate to the Compliance Training Organizer and select 'Create Course', then they should be able to input course name, objectives, and attach multimedia resources successfully.

Compliance Managers assign an existing compliance training course to a specific department within the organization.

Given a Compliance Manager has a training course ready, when they select 'Assign Course' and choose the target department, then the system should display a confirmation message indicating the course has been successfully assigned to the selected department.

Employees access and complete a compliance training course assigned by their manager.

Given an employee has been assigned a compliance training course, when they log into their HRHarmony account and navigate to their training dashboard, then they should see the assigned course listed and be able to initiate and complete the course within the platform.

Compliance Managers review the completion status of training courses across the organization.

Given a Compliance Manager is logged into the HRHarmony platform, when they access the training overview report, then they should be able to view a summary of training completion status for each department, including the number of employees who completed or have yet to complete the courses.

Compliance Managers update the content of an existing training course to reflect new compliance regulations.

Given a Compliance Manager selects an existing course from the course list, when they choose the 'Edit Course' option and update the content, then the system should save the changes and notify users who are currently enrolled in the course about the updates.

Course Assignment and Tracking

User Story: As a Compliance Manager, I want to assign compliance training courses to employees and track their progress so that I can ensure everyone completes their training on time and stays compliant with industry regulations.
Description: The Course Assignment and Tracking requirement facilitates the assignment of compliance training courses to specific employees or teams while providing real-time tracking of progress and completion rates. Compliance Managers can assign courses based on job roles or compliance requirements, enabling targeted training that aligns with organizational needs. The system will notify employees of upcoming deadlines and allow managers to monitor who has completed their training, helping organizations maintain compliance and ensure that training is up-to-date and effective.
Acceptance Criteria: Course Assignment to Employees by Compliance Managers

Given a Compliance Manager is logged into HRHarmony, when they select an employee and assign a compliance training course, then the employee should receive a notification confirming the course assignment.

Real-Time Progress Tracking of Assigned Courses

Given an employee has been assigned a compliance training course, when the employee accesses their training dashboard, then they should see an up-to-date progress percentage for that course.

Deadline Notifications for Upcoming Compliance Training

Given an employee has a compliance training course assigned, when the deadline for that course approaches (within 3 days), then the employee should receive an email reminder about the upcoming deadline.

Completion Rate Tracking for Compliance Managers

Given a Compliance Manager accesses the course assignment report, when they filter by course and date range, then they should see the completion rates for all employees assigned to that course during the specified timeframe.

Re-assignment of Courses to Employees

Given a Compliance Manager has previously assigned a compliance training course, when they choose to re-assign that course to the same or a different employee, then the system should maintain a log of previous assignments for reporting purposes.

Custom Notifications for Course Completion

Given an employee completes a compliance training course, when the course is marked as complete, then the Compliance Manager should receive an automated notification of the completion.

Accessing Compliance Reports

Given a Compliance Manager is in the reporting module, when they generate a report on training completion, then the report should include detailed insights such as the percentage of completions and outstanding training courses per department.

Automated Reminders and Notifications

User Story: As an employee, I want to receive automated reminders about my compliance training deadlines so that I can manage my time effectively and ensure that I complete my training on schedule.
Description: The Automated Reminders and Notifications requirement ensures that employees receive timely reminders about upcoming or overdue compliance training courses. This feature will utilize email and in-platform notifications to alert users about approaching deadlines and pending assignments. By proactively notifying employees, this requirement helps minimize lapses in compliance training and promotes a culture of accountability within the organization.
Acceptance Criteria: Automated Reminders for Upcoming Compliance Training

Given an employee has an upcoming compliance training course assigned, when the training is scheduled to start in three days, then the employee should receive an email notification and an in-platform alert for the training.

Notification for Overdue Compliance Training

Given an employee has a compliance training course that is overdue, when the due date has passed, then the employee should receive an email notification and an in-platform alert indicating the training is overdue.

Daily Digest of Compliance Training Notifications

Given that there are multiple compliance training assignments for an employee, when daily notifications are set to be sent, then the employee should receive a consolidated daily email summarizing all upcoming and overdue compliance training assignments.

User Preferences for Notification Settings

Given an employee is registered in the system, when they navigate to the notification settings page, then they should be able to customize their preferences for receiving email and in-platform notifications about compliance training assignments.

Performance Tracking of Notification Effectiveness

Given that notifications have been sent for compliance training, when compliance managers review training completion rates, then they should see an increase in completion rates following the implementation of the automated reminders.

Reporting and Analytics Dashboard

User Story: As a Compliance Manager, I want to access an analytics dashboard that shows training completion rates and engagement levels so that I can assess the effectiveness of our compliance programs and identify areas for improvement.
Description: The Reporting and Analytics Dashboard requirement provides Compliance Managers with comprehensive insights and analytics regarding employee training participation, completion rates, and overall effectiveness of compliance training programs. This dashboard will include visual representations of data, such as charts and graphs, that summarize training engagement across the organization. By having access to this information, Compliance Managers can make informed decisions about course content, effectiveness, and areas needing improvement.
Acceptance Criteria: Viewing Employee Training Participation on the Dashboard

Given a Compliance Manager accesses the Reporting and Analytics Dashboard, when they select the 'Employee Training Participation' report, then they should see a visual representation (chart/graph) of participation rates for each training module across the organization.

Analyzing Training Completion Rates

Given a Compliance Manager is on the Reporting and Analytics Dashboard, when they navigate to the 'Training Completion Rates' section, then it should display the completion percentages for all training courses in a clear and concise manner.

Generating Insights on Training Effectiveness

Given a Compliance Manager has accessed the Reporting and Analytics Dashboard, when they select the 'Training Effectiveness' analytics, then they should see actionable insights derived from employee feedback and performance post-training, visually represented to highlight strengths and weaknesses.

Filtering Dashboard Data by Department

Given a Compliance Manager is using the Reporting and Analytics Dashboard, when they apply department filters to the training participation report, then the dashboard should update in real-time to reflect the selected department's training data only.

Exporting Dashboard Reports

Given a Compliance Manager is viewing the Reporting and Analytics Dashboard, when they click the 'Export' button, then they should be able to download a comprehensive report of their selected metrics in a PDF or Excel format.

Real-time Updates for Training Statistics

Given a Compliance Manager is on the Reporting and Analytics Dashboard, when a new training session is completed by employees, then the dashboard should automatically refresh to include the latest participation and completion statistics without requiring a page reload.

User Feedback Collection

User Story: As an employee, I want to provide feedback on my training courses so that the organization can improve future training programs and make them more relevant and engaging.
Description: The User Feedback Collection requirement allows employees to provide feedback on compliance training courses they completed. This feedback will be collected through surveys and ratings at the end of each course. The information gathered can be used to improve course content, structure, and delivery methods to ensure training is engaging and effective. This requirement aims to create a feedback loop between the employees and the Compliance Managers to enhance the learning experience.
Acceptance Criteria: Employees complete a compliance training course and receive a prompt for providing feedback immediately after finishing the training.

Given an employee has completed a compliance training course, when they see the feedback prompt, then they should be able to rate the course from 1 to 5 stars and provide optional written feedback.

The Compliance Managers need to view the feedback provided by employees on the completed training courses.

Given that feedback has been collected from employees, when Compliance Managers access the feedback section, then they should be able to view feedback ratings and written comments for each course organized by employee and date.

Employees should receive a notification confirming their feedback submission after they complete the feedback form.

Given an employee has submitted their feedback, when the submission is successful, then they should receive an on-screen notification and an email confirmation acknowledging their feedback.

The system should display a summary of feedback statistics to Compliance Managers for analyzing training effectiveness.

Given that multiple feedback responses have been collected, when Compliance Managers access the feedback statistics report, then they should see an aggregated summary including average ratings, common themes in comments, and participation rates per course.

Employees with pending compliance training must complete a feedback form to ensure all feedback is collected before their next training.

Given that an employee has pending compliance training, when they complete a course, then they must be required to fill out the feedback form before being redirected to their next task.

The feedback gathering process should be adaptable to allow for changes in surveys or ratings based on course updates and managerial requests.

Given an update to the compliance training has been made, when Compliance Managers request changes to the feedback form, then the system should allow for modifications to the rating system and survey questions accessible to employees for that specific training.

Integration with Performance Management Tools

User Story: As an HR professional, I want compliance training completion to be integrated into performance reviews so that employees recognize the importance of compliance as part of their overall development.
Description: The Integration with Performance Management Tools requirement connects compliance training progress with the performance management system of HRHarmony. This integration will allow compliance training completion to be reflected in employee performance reviews, linked to skills development and compliance awareness. By synchronizing compliance training with performance metrics, this requirement encourages employees to engage with compliance training as part of their professional growth and development journey.
Acceptance Criteria: Integration of Compliance Training Completion into Performance Reviews

Given an employee completes a compliance training course, when the performance review is generated, then the completion status should be reflected in the employee's performance review metrics.

Real-time Synchronization of Training and Performance Data

Given that a Compliance Manager updates training completion records, when they access the performance management tool, then the updated training data should be reflected in real-time without delay.

User Notifications for Pending Compliance Training

Given an employee is assigned a compliance training course, when the due date is approaching, then the employee should receive automated notifications reminding them to complete the training before the deadline.

Reporting on Compliance Training Impact on Performance Metrics

Given a Compliance Manager wants to evaluate the effectiveness of training, when they run a performance report, then they should see metrics showing a correlation between training completion and performance improvements.

User-Friendly Interface for Linking Training to Skills Development

Given a Compliance Manager is reviewing a performance review, when they view the training history, then it should be clearly linked to relevant skills development goals for the employee.

Feedback System for Training Effectiveness

Given employees complete compliance training, when they provide feedback on the training process, then their feedback should be accessible within the performance management system to inform future training development.

Mood Meter

The Mood Meter enables employees to instantly report their current mood through quick, simple emoji selections. By capturing real-time emotional responses, this feature provides a vivid snapshot of overall employee sentiment, empowering HR professionals to identify and address issues swiftly and enhance workplace morale.

Requirements

Real-time Emotion Capture

User Story: As an employee, I want to quickly report my mood using emojis so that I can easily express how I feel without complex processes.
Description: The Mood Meter feature must allow employees to express their current mood through a selection of emojis in real-time. This functionality allows for rapid and easy mood reporting and requires a user-friendly interface that is accessible on both desktop and mobile devices. By enabling instant feedback, we can better capture fluctuations in employee sentiment, leading to quicker interventions and support when needed. This capability not only improves engagement but also informs HR professionals about overall workplace morale, driving proactive measures for improvement.
Acceptance Criteria: Employee Interaction with the Mood Meter on Desktop and Mobile Devices

Given an employee is logged into HRHarmony, when they navigate to the Mood Meter feature, then they should see an array of emoji options displayed in a user-friendly interface that is easy to navigate on both desktop and mobile devices.

Real-time Mood Reporting Capability

Given an employee selects an emoji to indicate their mood, when they submit their selection, then that mood should be recorded in the system in real-time and reflected in the Mood Meter dashboard for HR professionals.

Accessibility of Mood Meter Feature

Given an employee is using HRHarmony on a mobile device, when they access the Mood Meter button from within the app, then the feature should load within 3 seconds, ensuring a seamless user experience without delays.

Data Privacy and Security in Mood Reporting

Given an employee submits their mood through the Mood Meter, when the data is captured, then it must be processed and stored in compliance with data privacy regulations to ensure employee anonymity and security.

Feedback Loop for HR Professionals

Given HR professionals reviewing the Mood Meter data, when they analyze the mood trends, then they should be able to filter views by department and time period to identify patterns and address issues effectively.

User Engagement and Interaction with Emoji Selection

Given an employee is actively viewing the Mood Meter, when they see the emoji options, then at least 80% of employees should report a positive experience in a subsequent survey about the ease of selecting their mood.

Error Handling for Mood Submission

Given an employee submits a mood selection, when there is a network error during the submission process, then the employee should receive a clear notification of the error and an option to retry the submission seamlessly.

Mood Analytics Dashboard

User Story: As an HR professional, I want to view an analytics dashboard that shows mood trends over time so that I can understand workforce sentiment and take action accordingly.
Description: A comprehensive analytics dashboard should be built to aggregate and display mood data collected from the Mood Meter feature. This dashboard will provide HR professionals with insights into overall employee mood trends, variations based on departments, times of day, and correlations with specific events or company initiatives. By visualizing this data effectively, HR can more readily identify patterns or emerging issues that may require attention, ultimately leading to improved employee satisfaction and productivity.
Acceptance Criteria: Mood Meter data aggregation for department analysis

Given the Mood Meter is used by employees when reporting their mood, When the data is aggregated in the Mood Analytics Dashboard, Then the dashboard should display mood trends for each department separately over the last 30 days.

Real-time mood trend visualization

Given employees select emojis to indicate their mood, When the Mood Analytics Dashboard is accessed, Then it should show an updated visual representation of mood trends in real-time, reflecting the latest submitted moods within the last hour.

Mood correlation with events tracking

Given notable company events or initiatives, When those events are recorded, Then the Mood Analytics Dashboard should allow HR to draw correlations between these events and mood data, indicating mood variations before, during, and after the events.

Feedback loop initiation based on low mood indicators

Given a significant decrease in overall mood scores detected in the dashboard, When this decrease occurs over two consecutive days, Then a notification should be sent to HR professionals prompting them to investigate further.

Custom date range mood analysis

Given a user selects a custom date range in the Mood Analytics Dashboard, When mood data is displayed for that range, Then the data should accurately reflect the employee mood submissions for the selected period.

User-friendly dashboard navigation

Given HR professionals access the Mood Analytics Dashboard, When navigating to various sections of the dashboard, Then the interface should have intuitive navigation paths that allow HR to find mood trends and insights within three clicks.

Anonymous Feedback Option

User Story: As an employee, I want to be able to share my mood anonymously along with feedback so that I can express concerns without fear of backlash.
Description: To encourage honest emotional sharing, the Mood Meter must include an option for employees to provide anonymous feedback along with their mood reports. This additional layer of privacy ensures that employees feel safe expressing negative sentiments which might otherwise remain hidden. The feedback mechanism should be simple and quick, allowing employees to optionally share context or suggestions for improvement, thereby giving HR teams richer data to analyze in conjunction with the mood entries.
Acceptance Criteria: Anonymous Mood Feedback Submission

Given an employee selects an emoji to report their mood, when they choose to provide anonymous feedback, then they must be presented with an optional text box to enter their comments or suggestions, ensuring the feedback is indeed anonymous without requiring any identifying information.

Data Privacy Compliance

Given the anonymous feedback option is utilized, when a feedback entry is submitted, then the system must ensure that no personally identifiable information (PII) is collected or stored, maintaining user anonymity in compliance with data protection regulations.

Feedback Data Analysis

Given multiple employees submit anonymous feedback, when HR analyzes the collected data, then they should be able to generate reports showing trends in mood alongside contextual feedback to enhance overall understanding of employee sentiment.

User Experience for Feedback Submission

Given an employee is on the Mood Meter interface, when they choose to provide feedback, then the submission process must take no more than 30 seconds, ensuring a user-friendly experience that encourages participation.

Feedback Impact on Employee Satisfaction

Given that anonymous feedback is received, when HR teams implement actionable improvements based on this feedback, then they must observe an increase in employee satisfaction scores measured through subsequent Mood Meter reports.

Feedback Option Visibility

Given the Mood Meter interface, when an employee accesses it, then the option to provide anonymous feedback must be clearly visible and easily accessible, ensuring that all employees are aware of the feedback mechanism.

Feedback Confirmation Mechanism

Given an employee submits anonymous feedback, when the submission process is completed, then the employee should receive a confirmation message indicating that their feedback was successfully submitted without revealing any personal information.

Integration with Employee Engagement Tools

User Story: As an HR manager, I want mood data to integrate with our employee engagement tools so that I can tailor support and initiatives to meet employee needs effectively.
Description: The Mood Meter needs to seamlessly integrate with existing employee engagement tools within HRHarmony. This integration ensures that mood data can be utilized to influence other HR functions such as personalized engagement initiatives, wellness resources, and team-building activities. By consolidating these tools, we create a holistic approach to employee wellbeing that can respond dynamically to real-time sentiment, thereby fostering a more positive work environment.
Acceptance Criteria: Integration of Mood Meter with existing employee engagement tools

Given the Mood Meter is activated, when an employee selects an emoji to report their mood, then the mood data should be automatically logged and accessible within employee engagement analytics.

Real-time updates of Mood Meter responses in engagement tools

Given the Mood Meter captures a mood response, when the data is sent to the employee engagement tools, then the updates must reflect within 1 minute in the corresponding dashboard.

Personalized engagement initiatives based on Mood Meter data

Given multiple mood reports from employees, when analyzing the data, then the system must be able to generate tailored engagement initiatives reflecting team sentiment trends.

Integration performance monitoring for Mood Meter

Given the Mood Meter's mood data integration is in place, when monitoring system performance, then there should be no more than 95% uptime for data logging and reporting functionality.

User accessibility of Mood Meter integration features

Given that an HR professional accesses the Mood Meter features, when they navigate to the integration settings, then they should find an intuitive interface for managing connections with other engagement tools.

Feedback collection from employees on Mood Meter usage

Given the Mood Meter has been used for at least one month, when surveying employees, then at least 80% should report satisfaction with the feature and its integration with other engagement tools.

Customizable Mood Categories

User Story: As an HR professional, I want to customize the mood categories in the Mood Meter so that they are relevant and relatable to our employees' experiences.
Description: The Mood Meter should allow for customization of mood categories and emojis to reflect the culture of the organization. This means that the default emotional representations can be tailored based on employee feedback to ensure resonance and relevance. Customization will enable more accurate sentiment capture and encourage greater participation from employees, as they can express their feelings in ways that feel authentic to them.
Acceptance Criteria: Customizing Mood Categories with Employee Input

Given an HR admin accesses the Mood Meter settings, when they select 'Customize Mood Categories', then they should be able to add, edit, or remove mood categories and corresponding emojis based on employee feedback and suggestions, ensuring changes are saved successfully.

Testing Default Mood Categories

Given a new employee uses the Mood Meter for the first time, when they view the default mood categories, then they should see a set of predefined categories that include at least five distinct emotions represented by appropriate emojis.

Using Customized Mood Categories in Daily Check-Ins

Given an employee engages with the Mood Meter during daily check-ins, when they select their mood using the customized categories, then their selection should be recorded accurately and reflected in the real-time sentiment reports.

Reviewing Customization Controls by HR Admins

Given an HR admin reviews the Mood Meter settings, when they navigate to the customization section, then they should have access to controls to manage mood categories and view a history of modifications made.

Submitting Feedback on Mood Categories

Given an employee interacts with the Mood Meter, when they identify that a mood category is missing or not reflective of their feelings, then they should be able to submit feedback easily through a designated feedback form that is accessible within the Mood Meter interface.

Ensuring Mobile Compatibility for Mood Meter

Given an employee accesses the Mood Meter through a mobile device, when they attempt to customize mood categories, then the customization interface should be fully functional and user-friendly, ensuring an optimal experience on mobile.

Periodic Mood Surveys

User Story: As an HR manager, I want to conduct periodic mood surveys to gain deeper insights into the emotions captured by the Mood Meter so that I can develop informed strategies for enhancing workplace wellbeing.
Description: In addition to the real-time Mood Meter, HRHarmony should implement periodic mood surveys to delve deeper into the sentiments captured by the emojis. These surveys will provide context and qualitative insights that complement the quantitative data from the Mood Meter. The surveys should be designed to be brief and should correlate with mood trends observed, ensuring that they are well-timed and relevant to employees’ current experiences.
Acceptance Criteria: Employee submits their mood using the Mood Meter feature, triggering the system to track current sentiment data and identify trends over time.

Given an employee selects an emoji representing their mood, when they submit their response, then the submitted mood must be recorded in the system within 1 minute, and visualized in a real-time sentiment graph.

HR professionals receive notifications when periodic mood surveys are ready to be distributed based on trends observed in the Mood Meter data.

Given that mood data indicates a significant trend change, when the periodic survey schedule is activated, then HR professionals must receive an automated notification 24 hours prior to the survey being sent out to employees.

Employees receive a brief periodic mood survey after consistently reporting similar moods over the preceding week, aimed at gathering detailed qualitative feedback.

Given that an employee has reported the same mood for 5 consecutive days, when a periodic survey is initiated, then the employee must receive a survey request within 1 day to provide contextual feedback about their mood.

The periodic mood survey is designed to be concise and to the point, ensuring high completion rates among employees.

Given that the periodic mood survey consists of 3 questions, when employees are surveyed, then at least 75% of respondents must complete the survey within 5 minutes of initiation.

HR professionals analyze the results of the periodic mood surveys to identify and respond to workplace sentiment.

Given that mood surveys are completed by employees, when HR examines the collected data, then they must be able to generate a report that correlates mood trends with survey feedback, and identify at least 3 actionable insights within 2 working days of survey closure.

Engagement Trends Tracker

This feature analyzes engagement data over time, presenting trends and shifts in employee satisfaction. The Engagement Trends Tracker helps HR leaders spot patterns in morale, enabling timely interventions and refined strategies for continuous improvement in employee engagement.

Requirements

Data Visualization Dashboard

User Story: As an HR leader, I want to visualize employee engagement data in an interactive dashboard so that I can quickly identify trends and areas needing attention for improving employee satisfaction.
Description: The Data Visualization Dashboard requirement aims to create an interactive interface that presents engagement data visually, utilizing graphs, charts, and heat maps. This feature will allow HR leaders to understand complex datasets at a glance, enabling them to identify trends, correlations, and outliers in employee satisfaction. By providing customizable views and filters, users can tailor the dashboard to focus on specific departments, time periods, or engagement metrics. The expected outcome is to facilitate data-driven decision-making, enhance strategic planning, and improve the overall employee experience through targeted interventions.
Acceptance Criteria: Interactive User Selection of Metrics to Display on the Dashboard

Given the user is on the Data Visualization Dashboard, when the user selects specific engagement metrics from a dropdown menu, then the dashboard displays the corresponding visualizations for those selected metrics without any delay.

Customizable Time Period Filtering for Engagement Data

Given the user is on the Data Visualization Dashboard, when the user sets a custom date range for filtering the engagement data, then the visualizations update to reflect only the data within that specified date range.

Comparison of Engagement Trends Across Departments

Given the user is on the Data Visualization Dashboard, when the user selects multiple departments for comparison, then the dashboard displays side-by-side visualizations for each department's engagement trends, clearly highlighting differences.

Real-Time Updates of Engagement Data on the Dashboard

Given the user is on the Data Visualization Dashboard, when new engagement data becomes available, then the dashboard automatically refreshes to display the latest data without requiring a manual refresh from the user.

Heat Map Visualization of Employee Satisfaction

Given the user is on the Data Visualization Dashboard, when the user selects the heat map view for engagement data, then the dashboard generates a heat map that visually represents employee satisfaction levels across different departments and time periods.

Downloadable Reports of Engagement Data Visualizations

Given the user is on the Data Visualization Dashboard, when the user requests to download the current visualizations as a report, then the system generates a PDF or CSV report containing the current dashboard visuals and data.

Automated Report Generation

User Story: As an HR manager, I want to receive automated reports on employee engagement data so that I can spend less time on data compilation and more time on implementing engagement strategies.
Description: The Automated Report Generation requirement involves creating a feature that automatically compiles engagement data and generates reports on a scheduled basis or upon request. These reports will provide insights into engagement trends, department-specific data, and recommendations for improvement. The reports will be customizable, allowing users to select metrics, time frames, and formats that align with their strategic goals. This feature is critical for streamlining the reporting process and ensuring that HR leaders have timely access to meaningful information to drive employee engagement initiatives.
Acceptance Criteria: User schedules an automated report for monthly engagement trends analysis.

Given that the user has access to the Engagement Trends Tracker, when they select the 'Schedule Report' option and set the frequency to 'Monthly', then a report should be generated automatically on the first day of every month.

User generates a report on demand for specific department engagement data.

Given that the user is on the report generation page, when they select a department and click 'Generate Report', then the system should compile and provide the report showing the engagement metrics for that department within five minutes.

User customizes the report format and metrics before generating the report.

Given that the user selects specific metrics and a preferred format for the report, when they click 'Generate', then the report should reflect the selected metrics and be presented in the user's chosen format (PDF, Excel, etc.).

System sends scheduled engagement trend reports via email to designated recipients.

Given that the report has been successfully generated on a scheduled basis, when the scheduled time occurs, then the report should be sent via email to all designated recipients without errors.

User receives notifications for scheduled report generation failures.

Given that a scheduled report fails to generate due to a system error, when the failure occurs, then the user should receive an email notification within one hour informing them of the failure.

User views a report summary before downloading the detailed report.

Given that the user has generated a report, when they select the option to view the report summary, then a summary page with key insights should be displayed, allowing the user to decide whether to download the full report.

Real-time Engagement Alerts

User Story: As an HR leader, I want to receive real-time alerts about significant changes in employee engagement metrics so that I can take immediate action to address any issues.
Description: The Real-time Engagement Alerts requirement is designed to notify HR leaders about significant shifts in employee engagement metrics as they occur. Utilizing AI algorithms, this feature will analyze engagement data and send alerts when predefined thresholds are crossed, signifying potential issues or improvements in employee satisfaction. This proactive approach allows HR leaders to address concerns before they escalate and enhance communication with employees. Overall, this feature aims to foster a responsive HR environment that values timely interventions.
Acceptance Criteria: HR leaders receive an alert when employee engagement metrics drop below a predefined threshold while monitoring real-time employee satisfaction on the HRHarmony dashboard.

Given that the engagement metrics have dropped below the predefined threshold, When the analysis is performed, Then every HR leader should receive an alert notification via email and in-app messaging within 5 minutes of the metric change.

The system triggers an alert when engagement scores improve significantly, allowing HR leaders to celebrate and reinforce positive employee behaviors.

Given that the engagement scores have surpassed the predefined improvement threshold, When the analysis is performed, Then an alert should be sent to HR leaders detailing the specific metrics improved and the time of the change.

HR leaders need to assess the effectiveness of real-time alerts by reviewing historical engagement trends and the corresponding alerts received over the past quarter.

Given that HR leaders are reviewing engagement trends, When they access the historical alert logs, Then they should be able to see a complete list of alerts, including timestamp, type of metric change, and the corresponding engagement data for the past three months.

The AI algorithm detects a rapid decline in engagement metrics during a company-wide initiative and sends an alert for immediate action.

Given that a significant decline is detected during a new initiative's launch, When the threshold is crossed, Then the alert system should notify HR leaders of the decline with recommendations for potential next steps to investigate causes.

An HR leader wants to customize the thresholds for engagement alerts based on specific team metrics to tailor the alerts more effectively.

Given that HR leaders have access to threshold settings, When they adjust the thresholds for specific teams, Then the system should save the new settings and use them for real-time engagement analysis immediately.

The system fails to notify HR leaders when engagement metrics show inconsistency, leading to potential organizational risks.

Given that a serious inconsistency is detected but no alert is sent, When metrics are reviewed, Then the system should log the failure incident and alert the technical team to resolve the issue promptly.

Employee Feedback Integration

User Story: As an HR professional, I want to integrate employee feedback tools into the engagement tracker so that I can analyze engagement trends alongside qualitative insights and improve our engagement strategies.
Description: The Employee Feedback Integration requirement seeks to incorporate various feedback mechanisms, such as surveys and pulse checks, directly into the Engagement Trends Tracker. This integration will allow HR leaders to correlate engagement data with qualitative feedback from employees, providing richer insights into employee sentiment and satisfaction. By analyzing both quantitative and qualitative data, users can devise more effective engagement strategies. This feature is essential for creating a holistic view of employee engagement and ensuring that employee voices are heard in the decision-making process.
Acceptance Criteria: Integration of Employee Feedback Mechanisms into Engagement Trends Tracker

Given that HR leaders have access to the Engagement Trends Tracker, when they select the option to integrate feedback mechanisms, then they should be able to view and incorporate data from employee surveys and pulse checks seamlessly.

Analyzing Combined Data for Holistic Insights

Given that engagement data and employee feedback are integrated, when HR leaders analyze the combined data, then they should obtain a comprehensive report highlighting correlations between engagement scores and employee sentiment indicators.

User Interface for Managing Feedback Collection

Given that HR leaders want to manage feedback collection, when they access the settings within the Engagement Trends Tracker, then they should find intuitive options for adding, modifying, or removing feedback mechanisms with clear instructions.

Real-time Updates on Engagement Trends

Given that feedback is continuously collected, when HR leaders refresh the Engagement Trends Tracker dashboard, then the displayed engagement trends should reflect real-time updates based on the latest feedback data.

Alerts for Significant Changes in Employee Engagement

Given that the Engagement Trends Tracker monitors feedback, when there is a significant drop in engagement metrics based on new data, then HR leaders should receive an automated alert to investigate the issue.

Filtering Engagement Trends by Time Period and Feedback Type

Given that HR leaders are interested in specific engagement data, when they use the filtering options in the Engagement Trends Tracker, then they should be able to sort trends by designated time periods and the types of feedback collected.

Customizable Engagement Metrics

User Story: As an HR leader, I want to customize engagement metrics so that I can align my tracking with our organization's specific goals and drive targeted strategies for improvement.
Description: The Customizable Engagement Metrics requirement enables users to define and track specific engagement metrics that are tailored to their organizational needs. This feature will allow HR leaders to set KPIs that reflect their engagement goals, supporting a more focused approach to employee satisfaction. Users can modify existing metrics or create new ones, fostering a data-driven culture where engagement is monitored in alignment with the company's objectives. This flexibility is crucial for adapting to changing business priorities and ensuring that engagement strategies remain relevant.
Acceptance Criteria: HR leaders need the ability to configure and customize engagement metrics for their specific organizational goals, enabling targeted measurement of employee satisfaction and engagement.

Given an HR leader is logged into the HRHarmony platform, When they navigate to the Engagement Metrics section and select the customization option, Then they should be able to add a new metric or modify an existing one as per their specific needs.

The user wants to set key performance indicators (KPIs) related to employee engagement that are reflective of their current business objectives.

Given the user is on the Engagement Metrics customization page, When they input the KPI values and save their changes, Then the system should confirm the changes and display the updated metrics list.

An HR leader regularly reviews engagement data and notices the need to align metrics with changing business priorities.

Given the user accesses the Engagement Metrics section, When they view the available metrics, Then they should see the option to adjust metrics in real-time based on current business trends or objectives.

Employees need to view the metrics that are being tracked by HR to understand how their engagement is measured.

Given an employee accesses their dashboard in HRHarmony, When they click on the engagement metrics link, Then they should see a clear presentation of the active metrics being used to gauge their engagement levels.

HR leaders wish to ensure that the custom engagement metrics comply with industry standards and organizational policies.

Given an HR leader has customized an engagement metric, When they submit the metric for compliance validation, Then the system should evaluate and either approve or provide feedback for necessary revisions.

The user wants to gain insights on how engagement metrics perform over time to inform strategic HR decisions.

Given the user selects a specific engagement metric for analysis, When they apply filters for date ranges and other relevant parameters, Then the system should generate a trend report displaying the metric's performance over the selected period.

Team Pulse Integration

Team Pulse Integration allows teams to collectively share their engagement levels and collaborate on action items based on the combined feedback. This feature fosters a sense of community and accountability, enhancing team dynamics and promoting open dialogue about workplace culture.

Requirements

Engagement Metrics Dashboard

User Story: As an HR manager, I want to access an engagement metrics dashboard so that I can visualize team engagement trends and make informed decisions to enhance workplace culture.
Description: The Engagement Metrics Dashboard provides real-time visualizations of team engagement levels through graphs, charts, and statistics. It integrates seamlessly with Team Pulse Integration, allowing HR professionals and team leaders to track trends in employee engagement over time. The dashboard enables users to quickly identify areas of improvement and successful initiatives by pulling together feedback from Team Pulse, ensuring that the data is actionable. This feature is crucial for fostering a data-driven culture, ultimately leading to improved employee satisfaction and engagement.
Acceptance Criteria: Engagement Metrics Dashboard Overview

Given an HR professional accesses the Engagement Metrics Dashboard, when they select a specific team, then the dashboard should display real-time engagement levels for that team as a graph with at least 3 different metrics (satisfaction, involvement, and morale) clearly labeled.

Historical Engagement Data Comparison

Given an HR professional views the Engagement Metrics Dashboard, when they request a comparison between the current engagement levels and those of the previous quarter, then the dashboard should generate a comparative graph showing percentage changes for each metric.

Actionable Insights from Feedback

Given a team leader uses the Engagement Metrics Dashboard, when they hover over engagement trends, then the system should display actionable insights based on combined feedback data, with at least 2 specific recommendations per insight.

Integration with Team Pulse Feedback

Given the Engagement Metrics Dashboard is integrated with Team Pulse, when a new feedback submission is logged, then the dashboard should update automatically within 5 minutes to reflect the new engagement metrics.

User Permissions and Access Levels

Given an HR administrator sets up user access, when a user attempts to access the Engagement Metrics Dashboard, then the system should grant access based on predefined roles, ensuring team leads can view their own team's data and HR professionals can view all teams' data.

Mobile Accessibility of Engagement Metrics

Given an HR professional views the Engagement Metrics Dashboard on a mobile device, when they resize their screen, then the dashboard should maintain functionality and clarity, allowing for interaction with all components without losing visual integrity.

Action Items Module

User Story: As a team leader, I want to create and track action items based on our engagement feedback so that I can ensure follow-through on initiatives aimed at improving team dynamics.
Description: The Action Items Module streamlines the process of creating, managing, and tracking action items that arise from team feedback sessions. This module allows team members to assign tasks, set deadlines, and monitor progress in relation to engagement initiatives highlighted through Team Pulse Integration. The module not only enhances accountability but also encourages teamwork as team members collaboratively work towards improving engagement levels. It serves as a centralized location for all action items, providing transparency and enabling effective follow-up on the progress made.
Acceptance Criteria: Action Items Assignment and Tracking

Given a team member is logged into the HRHarmony platform, when they create a new action item, then the action item should be successfully saved with an assigned team member, due date, and status indicator.

Collaboration and Feedback

Given multiple team members are viewing the Action Items Module, when one team member comments on an action item, then all other team members should receive a notification regarding the new comment to promote discussion.

Progress Monitoring

Given a team member has marked an action item as completed, when another team member views the Action Items Module, then the completed status of that action item should be visible and updated in real-time.

Action Items Overview

Given a user is on the Action Items Module page, when they access the module, then they should see a list of all current action items with their statuses, assigned members, and due dates clearly displayed.

Deadline Reminders

Given an action item with a set deadline, when the deadline is approaching within 24 hours, then all assigned team members should receive an automated reminder notification to ensure timely follow-up.

Action Item Filtering and Searching

Given a user is utilizing the Action Items Module, when they apply filters or search for specific action items, then the displayed results should accurately reflect their search criteria without delay.

Feedback Categorization and Analysis

User Story: As an HR analyst, I want to categorize and analyze employee feedback automatically so that I can identify patterns and prioritize areas for improvement.
Description: Feedback Categorization and Analysis leverages natural language processing to automatically categorize feedback into thematic areas, such as team dynamics, communication, support, and resources. This feature allows organizations to quickly understand the key areas affecting employee engagement by analyzing the aggregate feedback from Team Pulse Integration. It provides HR managers with insights that are vital for tailoring initiatives that directly address employee concerns and enhance overall engagement, leading to a more motivated workforce.
Acceptance Criteria: As an HR manager, I want to review categorized feedback from Team Pulse Integration to identify key engagement areas that need improvement.

Given aggregated feedback has been submitted by the team, when the analysis is performed, then the feedback should be categorized into clear thematic areas such as team dynamics, communication, support, and resources, with at least 90% accuracy based on manual validation.

As an HR manager, I need to generate a report based on the categorized feedback so that I can present insights to the leadership team.

Given categorized feedback is available, when I request a report generation, then the report should include the thematic areas, number of comments in each category, and suggested actionable insights, with a generation time of under 5 seconds.

As a team member, I want to see summarized feedback trends over time to understand how engagement levels are changing.

Given multiple rounds of feedback submissions, when I access the feedback analysis dashboard, then I should see visual representations (charts/graphs) of trends in engagement levels across categorically defined themes over a specified time period.

As an HR analyst, I want to validate the accuracy of the feedback categorization using a subset of manually tagged feedback.

Given a set of manually categorized feedback, when the categorization algorithm is applied, then the system should correctly categorize at least 95% of feedback entries when compared against the manual tags.

As an HR professional, I want to receive alerts for any significant shifts in team feedback categories to proactively address concerns.

Given that feedback analysis is ongoing, when a significant change (greater than 20%) is detected in any feedback category, then an automated alert should be sent to designated HR personnel.

As an HR manager, I want to customize the thematic categories used for feedback to align with specific organizational initiatives.

Given that I have administrator access, when I modify the thematic categories in the feedback categorization settings, then the changes should be applied immediately to the next round of feedback submissions without any errors.

As an employee, I want to understand how my feedback is categorized to ensure it accurately reflects my concerns.

Given that I have provided feedback, when I view the categorized feedback summary, then I should see my comments included in the proper thematic area along with explanations provided for each category.

Real-Time Feedback Alerts

User Story: As a team leader, I want to receive real-time alerts on significant changes in team engagement so that I can address issues promptly and support my team effectively.
Description: Real-Time Feedback Alerts notify team leaders and HR professionals immediately after significant shifts in engagement levels are detected through the Team Pulse Integration. This feature ensures that leaders are always aware of their team’s engagement status, allowing for timely interventions when necessary. With customizable alert thresholds, users can tailor notifications based on specific engagement indicators important for their teams, promoting a proactive approach to managing employee satisfaction.
Acceptance Criteria: Notification Triggering for Engagement Shifts

Given a team has ongoing engagement data, When a significant drop in engagement is detected beyond the preset threshold, Then an immediate notification is sent to the team leader and HR professional.

Custom Alert Threshold Configuration

Given the user is in the alert settings menu, When they set a custom threshold for engagement alerts, Then the system saves this configuration and applies it to future engagement data assessments.

Multiple Engagement Indicator Support

Given the team is using Team Pulse Integration, When they select multiple engagement indicators for monitoring, Then the system should allow the configuration of alert thresholds for each selected indicator.

Real-Time Notification Channel

Given the threshold for engagement is breached, When the notification is triggered, Then the alert should be sent simultaneously via email and in-app notifications to the responsible users.

User Acknowledgment of Alerts

Given the alerts have been sent to the team leaders, When they receive an alert, Then the system should provide the option to acknowledge the alert to ensure awareness and track responses.

Engagement Status Historical Reporting

Given the real-time feedback alerts are being generated, When users access the reporting dashboard, Then they should see a historical summary of engagement shifts and corresponding alerts for a selected period.

Feedback Loop Integration with Action Items

Given a significant engagement alert has been acknowledged, When the team leader accesses the feedback loop feature, Then the system should present related action items based on the latest engagement data.

Employee Recognition Module

User Story: As an employee, I want to recognize my teammates' contributions formally so that I can help foster a positive and engaging workplace culture.
Description: The Employee Recognition Module enhances the workplace culture by enabling teams to highlight and celebrate individual and group contributions based on engagement feedback. This feature allows colleagues to recognize one another in a structured way, linking recognitions back to the engagement data collected. By creating a culture of recognition, this module aims to boost morale and engagement further while reinforcing desired behaviors and collaborative achievements.
Acceptance Criteria: User Collaboration for Engagement Feedback Sharing

Given a team user is logged into HRHarmony, When they access the Employee Recognition Module, Then they can view shared engagement feedback and recognize team members based on this feedback.

Structured Recognition Submission Process

Given a team user wants to recognize a colleague, When they select an employee and provide a recognition message, Then the recognition is linked to the relevant engagement data and saved successfully in the system.

Engagement Feedback Linking to Recognition Data

Given a recognition has been submitted, When the data is reviewed, Then it shows links between employee recognition entries and the engagement feedback data they were based on.

Visualization of Team Recognition Trends

Given the team leader accesses the recognition module, When they view the recognition trends, Then they see graphical representations of recognition linked to engagement over time.

Feedback Loop for Continuous Improvement

Given that engagement feedback is gathered, When the recognition module is utilized, Then employees receive insights on how their contributions align with team culture and improvement areas.

Mobile Accessibility of Recognition Features

Given a mobile user accesses the HRHarmony app, When they navigate to the Employee Recognition Module, Then they can send and view recognitions seamlessly on their mobile device.

Notification System for Recognitions

Given a recognition has been submitted, When the employee is recognized, Then they receive an instant notification of their recognition through the HRHarmony platform.

Actionable Insights Alerts

Actionable Insights Alerts push customized notifications to HR professionals regarding significant changes in engagement metrics. By highlighting critical areas that require immediate attention, this feature ensures that user responses lead to proactive measures and maintain a healthy workplace atmosphere.

Requirements

Engagement Metric Tracking

User Story: As an HR professional, I want a clear view of employee engagement metrics so that I can make informed decisions to enhance workplace culture and address issues proactively.
Description: The Engagement Metric Tracking requirement integrates robust analytics functionality into HRHarmony, enabling HR professionals to monitor employee engagement levels consistently. This feature provides real-time data visualization of key metrics such as attendance, employee sentiment, and productivity. By utilizing advanced analytics, the system identifies trends and offers insights that enable organizations to respond to engagement changes proactively. This requirement enhances decision-making processes, allowing HR teams to strategize effectively, optimize employee engagement initiatives, and foster a positive workplace culture.
Acceptance Criteria: HR professionals receive alerts about significant drops in employee engagement metrics after a company-wide survey is completed, prompting immediate investigation and action.

Given the engagement metric tracking is active, When an employee engagement score drops by 15% or more, Then an actionable insight alert should be received by HR professionals within 5 minutes.

A manager wants to view real-time data visualization of attendance and productivity metrics for their team to identify patterns and address issues promptly.

Given the HRHarmony platform is accessible, When the manager selects the attendance dashboard, Then the dashboard should display real-time attendance metrics and productivity levels for all team members with an update interval of no more than 10 minutes.

HR professionals review trends in employee sentiment over the past month to prepare for an upcoming strategy meeting.

Given the engagement metric tracking feature is enabled, When HR professionals access the sentiment analysis report, Then the report should provide a clear view of sentiment trends over the last 30 days with visual representations (graphs/charts).

HR professionals want to respond to a surge in negative engagement metrics highlighted by the system.

Given the engagement metric tracking feature is integrated, When a surge of more than 20% in negative sentiments is detected, Then HR professionals should receive a detailed report outlining potential causes and recommendations for improvement within 10 minutes of detection.

An HR professional is tasked with analyzing the impact of recent organizational changes on employee engagement and productivity.

Given that organizational changes have been implemented, When the HR professional reviews the analytics dashboard 30 days post-change, Then the dashboard should illustrate any variations in engagement, attendance, and productivity metrics compared to the previous month, with an emphasis on statistical significance.

HR professionals wish to customize their notification settings to receive alerts that are most pertinent to their team.

Given the notifications settings are accessible, When HR professionals configure their notification preferences, Then they should be able to select specific metrics and thresholds that trigger alerts, and save those settings successfully without errors.

Customizable Alert Settings

User Story: As an HR manager, I want to customize my alert settings for employee engagement metrics so that I only receive notifications about changes that are relevant to my department's goals.
Description: The Customizable Alert Settings requirement allows users to tailor notification preferences based on specific engagement metrics that matter most to their organization. Users can choose which metrics trigger alerts and set thresholds for when alerts should be activated. This personalization ensures that HR professionals are notified only about the most relevant changes in metrics, which helps maintain focus on strategic initiatives while managing employee engagement effectively. This feature will enhance user experience, provide better control, and encourage more active responses to engagement shifts.
Acceptance Criteria: User sets up alerts for engagement metrics for the first time.

Given an HR professional accesses the Customizable Alert Settings page, When they select specific engagement metrics and define alert thresholds, Then the system should save those preferences and display a confirmation message.

User modifies existing alert settings for higher engagement metrics.

Given an HR professional has existing alert settings, When they change the alert thresholds for engagement metrics, Then the system should update those preferences and confirm changes with a notification.

User receives an alert based on the set engagement metrics.

Given an HR professional has set alerts for specific engagement metrics, When the metrics reach the defined thresholds, Then the user should receive a notification detailing the specific changes and suggested actions.

User disables specific alerts from the notification settings.

Given an HR professional wants to stop receiving alerts for certain engagement metrics, When they navigate to the Customizable Alert Settings page and disable alerts for selected metrics, Then the system should confirm the changes and cease notifications for those alerts.

User reviews the history of alerts received in the past month.

Given an HR professional wants to check past engagement alerts, When they access the Alerts History page, Then the system should display a list of notifications received, including timestamps and metric details, for the past month.

User shares alert settings with team members for collaboration.

Given an HR professional has configured custom alerts, When they select the option to share settings and choose team members, Then the system should allow selected users to receive the same alerts and confirm that sharing is successful.

User integrates alert settings with other HR tools for consolidated management.

Given an HR professional wants to use external HR tools with alert settings, When they link HRHarmony with other software solutions, Then the system should enable seamless data exchange and effective alert integration without any errors.

Actionable Recommendations Engine

User Story: As an HR leader, I want actionable insights and recommendations based on engagement alerts so that I can implement effective strategies that improve employee satisfaction and productivity.
Description: The Actionable Recommendations Engine is designed to analyze the engagement metrics and alert conditions, providing users with specific recommendations on how to address the identified issues effectively. The engine will suggest targeted actions, such as team-building exercises, performance management strategies, or training programs, based on the insights gathered from engagement data. This requirement will empower HR professionals to take informed actions promptly, facilitating a more strategic approach to employee engagement and improving overall productivity and morale.
Acceptance Criteria: As an HR professional, when I receive an alert about declining engagement metrics, I need the Actionable Recommendations Engine to provide targeted actions that I can implement to address the identified issues.

Given the engagement metrics indicate a decline, when the HR professional accesses the Actionable Recommendations Engine, then it should display at least three specific recommendations related to employee engagement improvement.

As an HR manager, when I utilize the Actionable Recommendations Engine, I want to ensure that the recommendations provided are directly linked to the specific engagement metrics that triggered the alert.

Given that the engagement metrics trigger an alert, when the HR manager reviews the recommendations, then each recommendation must reference the corresponding engagement metric that necessitated the recommendation.

As an HR professional, I need to receive real-time notifications whenever new recommendations are generated by the Actionable Recommendations Engine based on updated engagement metrics.

Given that the engagement metrics are updated, when new recommendations are generated, then the HR professional should receive an instant notification of the new recommendations with clear details to access the insights.

As an HR team member, I want to track the effectiveness of implemented recommendations over time to evaluate if they are addressing the engagement issues successfully.

Given that a recommendation has been implemented, when the HR team member accesses the performance tracking dashboard, then the dashboard should display metrics that show changes in engagement levels pre- and post-implementation.

As an HR director, I need the Actionable Recommendations Engine to integrate with our existing performance management system to enhance the context of the recommendations provided.

Given the HR director requests an integration, when the Actionable Recommendations Engine is connected to the performance management system, then the recommendations must reflect data from both systems accurately to enrich insights.

As an HR professional, I wish to customize the types of alerts I receive based on the specific engagement metrics that are most relevant to our organization.

Given the HR professional has access to the alert settings, when they customize the alert types in the Actionable Recommendations Engine, then the system should only send notifications for the selected engagement metrics moving forward.

Feedback Loop Integration

User Story: As a team leader, I want to gather employee feedback directly following engagement alerts so that I can quickly address concerns and improve team morale.
Description: The Feedback Loop Integration requirement facilitates the inclusion of employee feedback mechanisms directly linked to engagement alerts. This integration will allow HR professionals to solicit employee opinions or feedback promptly after alerts trigger regarding engagement dips. By creating a direct line of communication between HR and employees, the feature aims to create a more responsive and adaptive workplace environment, fostering a culture of open dialogue. This will not only aid in swift resolution to issues but also enhance the overall engagement experience.
Acceptance Criteria: HR professional receives an engagement dip alert and initiates the feedback loop integration process.

Given an engagement dip alert is issued, when the HR professional selects the feedback loop option, then the system prompts for a feedback form to be sent to employees.

HR professionals view aggregated employee feedback after sending out the feedback form post engagement alert.

Given the feedback form has been sent, when the HR professional views the feedback dashboard, then the dashboard displays an overview of employee responses with metrics on engagement sentiment.

An employee receives a feedback form immediately following an engagement alert triggered by HR.

Given the feedback alert is triggered, when the employee receives the feedback form, then it must be accessible via mobile and desktop platforms with an easy-to-use interface.

HR professional reviews the feedback collected from employees after an engagement alert.

Given the feedback has been submitted by employees, when the HR professional analyzes the feedback, then they can filter responses by department, sentiment, and time submitted.

An HR professional addresses concerns raised from employee feedback post-alert within a defined timeframe.

Given feedback is reviewed and concerns are identified, when the HR professional schedules a follow-up meeting within 48 hours, then all relevant stakeholders are notified of the meeting and agenda.

The system generates a report summarizing the engagement dip and feedback response analysis.

Given the feedback session has concluded, when the HR professional requests a report, then the system provides a comprehensive report detailing engagement metrics, feedback summaries, and actions taken.

History and Trend Analysis

User Story: As an HR analyst, I want to access historical engagement data so that I can analyze trends and evaluate the effectiveness of our engagement initiatives over time.
Description: The History and Trend Analysis requirement equips HR professionals with the tools to view historical engagement data and analyze trends over time. This feature enables users to identify patterns in employee engagement metrics and understand the impact of previous initiatives on current engagement levels. By providing comprehensive reports and visualizations, HR professionals will be better positioned to assess the effectiveness of their strategies and make data-driven decisions that ensure the long-term success of employee engagement programs.
Acceptance Criteria: HR professionals access the History and Trend Analysis feature after a recent employee engagement survey to review performance data over the past year, identifying fluctuations in engagement levels and correlating them with specific initiatives implemented during that timeframe.

Given that the HR professional has accessed the History and Trend Analysis feature, When they select a date range of the past year and view the engagement metrics, Then they should see graphical visualizations of the data trends and a detailed report showing fluctuations in engagement scores related to specific initiatives.

After reviewing the initial trends, HR professionals need to generate a comprehensive report that summarizes the engagement metrics, trends, and insights over the chosen time period to present to management during a strategic meeting.

Given that the HR professional has reviewed the engagement data trends, When they request to generate a report, Then they should obtain a downloadable report file that includes visualizations, summarized metrics, and identified patterns in engagement.

HR professionals are tasked with comparing engagement trends between different departments over the last six months to identify areas of concern for targeted initiatives.

Given that the HR professional has selected the comparison option within the History and Trend Analysis tool, When they choose two or more departments to compare over the last six months, Then they should be able to visualize the comparative engagement data side by side, highlighting discrepancies.

HR professionals want to assess how particular engagement initiatives have impacted overall engagement metrics over previous quarters in order to adjust their strategies.

Given that the HR professional is evaluating the engagement initiatives, When they select past quarters and specific initiatives from the dashboard, Then they should see detailed analytics correlating the selected initiatives with changes in engagement scores, including baseline metrics prior to implementation.

HR professionals need to identify trends over multiple years to assess long-term engagement strategies and their effectiveness in promoting a healthy workplace culture.

Given that the HR professional accesses the History and Trend Analysis feature, When they extend their view to include multiple years of data, Then they should be able to analyze trends and see a clear year-over-year comparison of engagement scores and commentary on any overall shifts noted.

After analyzing engagement metrics, HR professionals want to receive automated alerts if there are significant drops in engagement metrics, triggered by the History and Trend Analysis data.

Given that the HR professional utilizes the Actionable Insights Alerts feature, When there is a significant drop in engagement metrics as defined by the thresholds set in the system, Then an automated notification should be generated to alert the HR professional immediately.

Engagement Improvement Dashboard

The Engagement Improvement Dashboard provides a visual representation of key metrics, engagement levels, and actionable suggestions based on employee feedback. This feature empowers HR teams to prioritize initiatives that drive higher satisfaction rates and adjust their strategies based on data-driven insights.

Requirements

Data Visualization Tools

User Story: As an HR manager, I want to visualize engagement data through graphs and charts so that I can quickly identify trends and areas needing attention within my team.
Description: The Data Visualization Tools requirement involves the development of interactive graphs, charts, and heatmaps to display employee engagement metrics such as satisfaction scores, participation rates in company surveys, and trends over time. This functionality will allow HR teams to quickly grasp engagement levels within the organization through a user-friendly interface. By incorporating various visualization options, HR professionals can tailor the dashboard to their specific needs, enabling deeper insights. This will aid in better decision-making for organizational improvements and enhancements, ensuring that HR initiatives are targeted effectively based on real-time data.
Acceptance Criteria: Display Employee Engagement Metrics in Visual Formats

Given that an HR professional accesses the Engagement Improvement Dashboard, when they select a metric to display, then the dashboard must present the selected metric in at least three different visual formats (e.g., bar graph, line chart, heatmap) within 2 seconds.

Filter Engagement Metrics by Date Range

Given that an HR professional uses the Engagement Improvement Dashboard, when they apply a date range filter to engagement metrics, then the dashboard must update to show data only for the specified date range within 3 seconds.

Interactive Exploration of Engagement Data

Given that an HR professional engages with the visualization tools, when they hover over a data point on a graph, then the system must display a tooltip with detailed information for that data point (e.g., exact score, date, sample size) without page refresh.

Set Up Alerts for Low Engagement Scores

Given that an HR professional wants to monitor engagement levels, when they set a threshold for engagement scores, then the system must send an email alert to specified users if the score falls below the threshold within 24 hours.

Export Engagement Data to CSV

Given that an HR professional wants to share engagement metrics, when they click on the export button, then the system must generate and download a CSV file containing the displayed metrics and their visual formats within 5 seconds.

Real-time Updates for Survey Participation Rates

Given that an HR professional is viewing the Engagement Improvement Dashboard, when new participation data is submitted for surveys, then the dashboard must automatically refresh to reflect the latest participation rates within 5 seconds.

Customize Dashboard View According to User Preferences

Given that an HR professional logs into the Engagement Improvement Dashboard, when they save their customization preferences (e.g., selected metrics, visual format), then these preferences must persist upon subsequent logins without manual reconfiguration.

Automated Feedback Analysis

User Story: As an HR officer, I want to automatically analyze employee feedback so that I can quickly identify common themes and sentiments without manually sorting through all responses.
Description: The Automated Feedback Analysis requirement focuses on integrating natural language processing (NLP) algorithms to analyze open-ended employee feedback collected from surveys and suggestion boxes. This feature will categorize feedback into themes, highlight common concerns, and identify sentiment trends automatically. By leveraging AI in feedback analysis, the HR team can gain actionable insights without the need for manual review, allowing for timely interventions and strategy adjustments. This capability not only streamlines the feedback review process but also ensures that employee voices are heard and acted upon, fostering a more responsive work culture.
Acceptance Criteria: Automated sentiment analysis of employee feedback from quarterly surveys to identify major themes and areas for improvement in employee engagement.

Given the survey responses are collected and processed, when the NLP algorithms analyze the data, then it should categorize feedback into at least five distinct themes with corresponding sentiment ratings (positive, negative, neutral).

Integration of the Automated Feedback Analysis feature into the Engagement Improvement Dashboard for real-time metrics display.

Given the Automated Feedback Analysis is successfully implemented, when accessing the Engagement Improvement Dashboard, then the dashboard should display updated metrics and insights related to employee feedback, refreshed no longer than every 24 hours.

Identification of common concerns raised by employees across various open-ended feedback channels over a six-month period.

Given a dataset of six months' worth of employee feedback, when the NLP algorithm categorizes the feedback, then it should highlight at least three repeating concerns expressed by employees in more than 60% of the responses.

Providing actionable suggestions based on the categorized feedback to HR teams aiming to improve employee engagement.

Given the categorized feedback from the Automated Feedback Analysis, when HR teams review the report, then they should receive at least three specific, actionable recommendations linked to the identified themes that can be implemented within the next quarter.

User access and data security for HR team members analyzing feedback using the new feature.

Given access controls are in place, when an HR team member attempts to access the Automated Feedback Analysis feature, then they should only have access if they are granted the appropriate permissions, ensuring that data privacy is maintained at all times.

Effectiveness of the feedback analysis in leading to improved employee engagement metrics over time.

Given that the feedback insights have been acted upon, when the HR team measures engagement levels in the following quarter, then there should be a minimum of a 10% increase in employee satisfaction ratings compared to the previous quarter's engagement survey results.

Action Plan Suggestions

User Story: As an HR leader, I want to receive suggested action plans based on engagement metrics, so that I can implement effective programs that address employee concerns.
Description: The Action Plan Suggestions requirement entails creating a feature that provides tailored recommendations for HR initiatives based on engagement metrics and employee feedback. When the dashboard identifies low engagement levels or recurring negative themes, this feature will suggest relevant actions such as team-building workshops, training sessions, or recognition programs. By offering strategic options based on data, HR professionals can enhance their initiatives’ effectiveness and drive more positive engagement outcomes. This feature will be essential in bridging the gap between data insights and actionable HR strategies.
Acceptance Criteria: Engagement Improvement Dashboard triggers action plan suggestions based on a survey indicating low engagement levels among remote teams.

Given that low engagement levels are identified in the dashboard, When the HR team views the report, Then the system must display at least three tailored action plan suggestions relevant to remote team engagement improvements.

HR professional reviews the dashboard for feedback on the most common themes from employee engagement surveys.

Given that recurring negative themes are detected in employee feedback, When the HR professional accesses the dashboard, Then the system must provide a list of at least three suggested action plans that address these negative themes.

HR teams analyze employee engagement metrics after implementing action plan suggestions.

Given that the HR team has implemented the suggested action plans, When the HR team reviews the engagement metrics again, Then the metrics should reflect an improvement of at least 10% in employee satisfaction levels within the following quarter.

The HR team wants to engage employees after identifying a lack of social interaction as a recurring engagement issue.

Given that lack of social interaction is highlighted as a concern on the dashboard, When the HR team accesses the action plan suggestions, Then the system must recommend specific initiatives like team-building workshops or social events that are relevant and actionable.

The dashboard evaluates the effectiveness of previous action plans implemented by HR.

Given that action plans have been suggested and implemented, When the HR team checks the dashboard for feedback, Then the dashboard must display comparative metrics showing the engagement levels before and after the action plans were executed.

The HR manager is looking for compliance-related action plans due to low engagement scores in specific departments.

Given that the engagement scores of a department are below the acceptable threshold, When the HR manager generates the action plan suggestions, Then the system must suggest compliance-related initiatives specific to improving those scores in the identified department.

The HR team is preparing quarterly reports and needs to summarize the impact of engagement initiatives.

Given that the quarter has ended and engagement initiatives have been implemented, When the HR team generates the summary report, Then the report must include the results of the implemented suggestions, a clear outline of improvements in engagement metrics, and recommended next steps for the upcoming quarter.

Real-time Engagement Alerts

User Story: As an HR manager, I want to receive alerts for real-time changes in engagement metrics so that I can address issues promptly and maintain high employee satisfaction.
Description: The Real-time Engagement Alerts requirement involves notifying HR professionals of significant changes in engagement metrics as they occur. This could include sudden drops in satisfaction scores or feedback that warrants immediate attention. Alerts can be customized based on thresholds set by the HR team, ensuring proactive measures can be taken to address potential issues before they escalate. This feature will enhance the responsiveness of the HR function, allowing for real-time adjustments to strategies and fostering a culture where employee engagement remains a top priority.
Acceptance Criteria: Triggering Alerts on Engagement Metric Changes

Given that the HR professional has configured the engagement metric thresholds, when a measured satisfaction score drops below the defined threshold, then an immediate real-time alert is sent to the HR team via email and in-app notification.

Customizing Alert Preferences

Given that an HR professional is accessing the Real-time Engagement Alerts settings, when they adjust the thresholds for receiving alerts, then the system successfully saves these new preferences and applies them without delay for future alerts.

Testing Alert Timeliness and Accuracy

Given that a significant drop in employee engagement is detected, when the alert is triggered, then the alert must be received by the HR team within 5 minutes, and it contains accurate details about the engagement metrics that prompted the alert.

Viewing Historical Alerts

Given that an HR professional navigates to the Historical Alerts section, when they select a specific time frame, then they should see a list of all alerts triggered during that time, along with the corresponding engagement metrics at the time of each alert.

Ensuring Alerts Reflect Actual Employee Feedback

Given that an alert has been triggered, when the HR team reviews the detailed view of the alert, then it must include the relevant employee feedback comments that led to the drop in engagement score, providing context to the alert.

Collaboration Space for Feedback Review

User Story: As an HR team member, I want a shared workspace to discuss and analyze employee feedback so that we can collaborate effectively on our engagement strategies.
Description: The Collaboration Space for Feedback Review requirement focuses on enabling HR teams to work together on analyzing and discussing employee feedback collected through the dashboard. This feature will provide a shared workspace where team members can leave comments, share insights, and collaborate on responses to feedback. Enhancing team communication and collaboration will enable more strategic and comprehensive responses to employee concerns, promoting a cohesive approach to improving workplace culture and engagement.
Acceptance Criteria: Collaboration among HR team members in reviewing employee feedback gathered from the Engagement Improvement Dashboard during a weekly meeting to identify trends and action items.

Given the HR team accesses the Collaboration Space when they review feedback, When team members add comments and tag colleagues for input, Then all comments should be saved and visible to other members in real-time.

HR team members need to access the feedback review space to discuss specific employee concerns brought up in the Engagement Improvement Dashboard for timely resolution.

Given an employee feedback item flagged in the dashboard, When the HR team accesses the Collaboration Space to discuss it, Then they should be able to see the related feedback, previous comments, and any action items assigned for resolution.

Utilizing the Collaboration Space to analyze trends and insights from employee feedback gathered over a quarter during a strategy meeting.

Given that the HR team has gathered feedback over the last quarter in the Engagement Improvement Dashboard, When they enter the Collaboration Space, Then they should have the ability to filter feedback by date range and metric to focus on specific data points.

Conducting a feedback review session to prioritize initiatives based on the insights gained from the employee feedback.

Given that HR team members have identified key feedback trends, When they create a shared action plan in the Collaboration Space, Then the plan should be saved and accessible to all members with assigned tasks and due dates.

Team members need the ability to resolve conflicts regarding feedback interpretations in the Collaboration Space.

Given multiple comments on a single piece of feedback, When discussions escalate, Then the Collaboration Space must allow team members to vote on the interpretation of the feedback, with results visible to all participants.

HR professionals aim to track the resolution status of feedback addressed in the Collaboration Space.

Given that an action plan is developed, When an HR member updates the status of an action item, Then it should reflect the changes in real-time and notify all team members of the update.

New HR team members require onboarding to understand the Collaboration Space functionalities for effective use.

Given a new team member logs into the Collaboration Space for the first time, When they access the onboarding guide, Then it should provide a comprehensive walkthrough of features, capabilities, and best practices for feedback review.

Feedback Reflection Sessions

Feedback Reflection Sessions enable scheduled check-ins for employees and managers to discuss survey results and employee sentiments. These sessions create a structured environment for genuine conversations about morale, fostering a culture of openness and continuous feedback within the organization.

Requirements

Session Scheduling Interface

User Story: As a manager, I want to easily schedule feedback reflection sessions with my team so that we can maintain open communication and address employee concerns promptly.
Description: The Feedback Reflection Sessions feature requires a user-friendly scheduling interface that allows both employees and managers to easily book check-in sessions based on availability. This interface must integrate seamlessly with existing calendar applications (such as Google Calendar and Outlook) to eliminate scheduling conflicts and ensure timely check-ins. It should provide options for selecting session duration, frequency, and preferred meeting format (in-person or virtual). The benefit of this feature lies in its ability to promote accountability and structured feedback discussions, ultimately leading to enhanced communication and employee satisfaction.
Acceptance Criteria: Employees and managers are scheduling a feedback reflection session through the HRHarmony platform after receiving survey results to discuss insights and action points.

Given an employee or a manager is logged into the HRHarmony platform, when they navigate to the scheduling interface, then they can view available time slots integrated with their existing calendar to book a session without any conflicts.

A manager prefers to schedule a recurring feedback reflection session every two weeks to ensure continuous engagement with their team.

Given a manager is on the scheduling interface, when they select 'recurring session' and set the frequency to 'every two weeks', then the system should enable them to successfully book the entire series of sessions in one action.

An employee needs to schedule a session with a preferred meeting format (in-person or virtual) based on personal preference and team availability.

Given an employee is on the scheduling interface, when they choose their preferred meeting format and select an available time slot, then the system should confirm the session in their calendar and notify the manager accordingly.

An HR administrator is reviewing scheduled feedback reflection sessions to ensure they meet compliance requirements for all employees.

Given the HR administrator accesses the scheduled sessions report, when they filter the results for compliance, then the system should display all scheduled sessions categorized by compliance criteria, showing any sessions that are overdue or not scheduled.

A manager wants to adjust the duration of an upcoming feedback reflection session without losing the previously reserved time slot.

Given a manager is viewing their scheduled sessions, when they select a specific session and choose to edit its duration, then the system should update the session while keeping the original time slot availability intact.

Employees are notified of upcoming feedback reflection sessions to ensure they are prepared and engaged for the discussions.

Given a session is scheduled, when the session date approaches, then both the employee and manager should receive automated reminders via email and platform notifications at least 24 hours before the session.

Survey Results Integration

User Story: As an employee, I want to have access to the latest survey results during our feedback reflection sessions so that I can provide informed insights during our discussions.
Description: To facilitate meaningful discussions, the Feedback Reflection Sessions require integration with the existing employee survey platform. This integration will allow the most recent survey results and sentiment analysis to be automatically pulled into each scheduled session for review. The system should present these results in a clear and concise format, highlighting key themes and trends. This integration is crucial for ensuring that conversations during the sessions are grounded in data, fostering a transparent and insightful dialogue between managers and employees.
Acceptance Criteria: Integration of survey results during a Feedback Reflection Session for a quarterly performance review when an employee discusses their sentiment analysis with their manager, allowing them to reflect on areas of improvement and celebrate achievements based on data-driven feedback.

Given that the scheduled Feedback Reflection Session is initiated, when the integration is functioning correctly, then the session should display the latest survey results including sentiment analysis in a clear and concise format, highlighting key themes and trends relevant to the employee's feedback.

An HR manager is preparing for a weekly Feedback Reflection Session and needs to verify that the most recent survey data is accessible and correctly reflected in the upcoming sessions' agenda.

Given that a scheduled Feedback Reflection Session is within the next week, when the HR manager accesses the session details, then the integration should automatically pull in the most recent survey results and display an accurate summary of employee sentiments and feedback themes relevant to the agenda.

During a Feedback Reflection Session, a manager presents the survey results to the employee, enabling a discussion on strengths and areas for improvement based on real-time feedback provided by their peers.

Given that the Feedback Reflection Session is in progress, when the manager shares the survey findings, then the session should allow for interactive discussion prompted by the displayed results, enabling the employee to engage with specific feedback points and trends identified in the survey.

After a Feedback Reflection Session concludes, the employee should receive a summary email that includes an overview of the discussed survey results, key takeaways, and action items established during the meeting.

Given that the Feedback Reflection Session has ended, when the session is finalized in the system, then an automated summary email should be sent to the employee, summarizing the discussed survey results, key takeaways, and agreed-upon action items, ensuring clarity and accountability post-session.

Before implementing any insights from the survey results discussed in the Feedback Reflection Session, the manager needs to ensure that all feedback is correctly categorized and documented for future reference and follow-up.

Given that the Feedback Reflection Session is focused on employee feedback, when the session is documented in the system post-meeting, then all discussed survey results and related insights should be categorized and saved in the employee's profile for transparent record-keeping and follow-up purposes.

HR can assess the effectiveness of the Feedback Reflection Sessions by measuring the change in employee sentiment over time as reflected in the survey results before and after the sessions are held.

Given that multiple Feedback Reflection Sessions have been conducted, when HR reviews overall employee sentiment analytics from surveys before and after these sessions, then there should be a measurable improvement in employee satisfaction ratings, indicating the positive impact of the integration and subsequent discussions.

Feedback Management Dashboard

User Story: As an HR professional, I want to track the outcomes of feedback reflection sessions in a centralized dashboard so that I can evaluate overall employee engagement and follow-up on action items effectively.
Description: A dedicated dashboard is essential for both employees and managers to track the outcomes of Feedback Reflection Sessions. The dashboard should display session summaries, action items, and follow-up tasks, providing a centralized location for monitoring progress against discussed items. This feature will enhance the overall effectiveness of the sessions by ensuring accountability and allowing users to visualize trends in feedback over time. Additionally, the dashboard should be customizable to accommodate different user preferences and reporting needs, promoting an ongoing culture of feedback and improvement.
Acceptance Criteria: Dashboard Access and Visibility for Users

Given that I am an employee or manager logged into HRHarmony, when I navigate to the Feedback Management Dashboard, then I should be able to view my Feedback Reflection Sessions, including session summaries and action items, without any errors.

Customizable Dashboard Functionality

Given that I am logged into the HRHarmony Feedback Management Dashboard, when I adjust the dashboard settings to filter or display specific metrics, then the adjustments should be saved and applied correctly, allowing me to visualize the data in my preferred format.

Tracking Action Items from Sessions

Given that a Feedback Reflection Session has been conducted, when I view the Feedback Management Dashboard, then I should see a list of action items generated from that session, along with their completion status and assigned owners.

Visualizing Feedback Trends Over Time

Given that I have participated in multiple Feedback Reflection Sessions, when I access the Feedback Management Dashboard, then I should be able to view a graphical representation of feedback trends over the past months, highlighting key areas of improvement or concern.

Notification System for Follow-Up Tasks

Given that action items have been created during a Feedback Reflection Session, when a follow-up task is approaching its deadline, then I should receive a notification through HRHarmony, reminding me of the upcoming task and its details.

User Role-Based Access Control

Given that I am an HR administrator, when I set permissions for the Feedback Management Dashboard, then users with different roles should only see the information relevant to their access level, ensuring confidentiality and data security.

Integration with Performance Metrics

Given that I am reviewing the Feedback Management Dashboard, when I analyze feedback session results, then I should see a correlation between feedback received and corresponding performance metrics for my team, presented in a clear and understandable format.

Feedback Session Templates

User Story: As a manager, I want to utilize structured session templates during feedback reflection discussions to ensure that we cover all necessary topics and have productive conversations.
Description: To streamline the process of conducting Feedback Reflection Sessions, pre-defined templates should be created that guide managers and employees in structuring their discussions. These templates would include prompts and questions based on common feedback themes, encouraging balanced conversations that cover more than just performance metrics. The benefit of these templates lies in their ability to make sessions more productive and less daunting for both employees and managers, ultimately enhancing the quality of feedback exchanged.
Acceptance Criteria: Feedback Reflection Session Scheduling

Given a manager accesses the Feedback Reflection Sessions feature, when they select a date and time for the session, then the session should be successfully scheduled and an email notification sent to both the manager and the employee.

Accessing Feedback Session Templates

Given a manager is preparing for a Feedback Reflection Session, when they access the Feedback Session Templates, then they should be able to view a list of available templates organized by common feedback themes.

Using Feedback Session Templates during Meetings

Given a manager is conducting a Feedback Reflection Session, when they use a selected template, then they should be able to follow the prompts and questions provided in the template seamlessly during the session.

Customization of Feedback Session Templates

Given a manager wants to tailor a feedback session, when they select a template, then they should have the ability to customize it by adding or removing prompts and saving the modified version.

Evaluating Session Effectiveness

Given a Feedback Reflection Session has concluded, when the manager and employee submit their feedback on the session, then their responses should be compiled automatically to provide insights on effectiveness and areas for improvement.

Tracking Feedback Session Participation

Given a Feedback Reflection Session is scheduled, when the session occurs, then attendance should be logged, and both participants should receive a follow-up reminder to complete the feedback evaluation.

Accessing Session Historical Data

Given a manager wants to review past Feedback Reflection Sessions, when they access the historical data feature, then they should be able to view a list of past sessions along with the corresponding templates used and feedback received.

Check-in Reminder Notifications

User Story: As an employee, I want to receive reminders for my upcoming feedback reflection sessions so that I can prepare accordingly and ensure I don’t miss important discussions.
Description: Implement a reminder notification system to alert users about upcoming Feedback Reflection Sessions. Notifications should be configurable for various channels such as email and mobile push, ensuring both employees and managers are aware of their scheduled check-ins. This feature will serve to increase attendance and preparation for feedback discussions, reducing last-minute cancellations or missed appointments. By providing timely reminders, it promotes a culture of commitment and accountability regarding feedback sessions.
Acceptance Criteria: User receives a reminder notification for an upcoming Feedback Reflection Session via email 24 hours before the scheduled time.

Given a user with an active Feedback Reflection Session scheduled, when the reminder notification time is reached, then the user should receive an email notification regarding the upcoming session.

User receives a mobile push notification for an upcoming Feedback Reflection Session 1 hour prior to the session.

Given a user who has opted for mobile push notifications, when the reminder time is set to 1 hour before the session, then the user should receive a mobile push notification about the session.

Users can configure their preferred notification channels (email or mobile push) for Feedback Reflection Session reminders.

Given a user in the notification settings interface, when they select their preferred channels for reminders, then the system should save their preferences and update notification delivery accordingly.

Users receive a notification in case of any changes to the scheduled Feedback Reflection Session, such as rescheduling or cancellation.

Given a user with a scheduled Feedback Reflection Session, when a change is made to the session, then the user should receive a notification (via their chosen channel) informing them of the change.

All users can view a history of their past notification reminders related to Feedback Reflection Sessions.

Given a user accessing their profile page, when they navigate to the notification history section, then the system should display a list of all past reminder notifications related to Feedback Reflection Sessions.

Users are able to turn off reminder notifications for Feedback Reflection Sessions if desired.

Given a user in the notification settings, when they select the option to turn off reminders, then the system should disable all future reminder notifications for Feedback Reflection Sessions.

Satisfaction Snapshot Reports

Satisfaction Snapshot Reports deliver concise, periodic summaries of engagement data highlighting key findings and trends. These reports help HR professionals communicate insights effectively to leadership, enabling informed decision-making and supporting strategic planning in workforce engagement.

Requirements

Dynamic Data Visualization

User Story: As an HR professional, I want to visualize employee satisfaction data through dynamic charts so that I can present findings to leadership in a clear and engaging manner.
Description: Dynamic Data Visualization supports the ability to transform engagement data into visually appealing and easily interpretable charts and graphs. This requirement enhances the Satisfaction Snapshot Reports feature by allowing HR professionals to visualize trends in employee satisfaction and engagement metrics over time. By providing users with customizable visual reports, it enables venues for clarity in presentations and discussions with leadership about employee engagement strategies, resulting in informed decision-making and improved organizational morale. It is critical for making complex data more accessible and actionable, ultimately contributing to strategic HR initiatives and fostering a data-driven culture within the organization.
Acceptance Criteria: HR professional generates a Satisfaction Snapshot Report at the end of each month to present to the leadership team during the strategic planning meeting.

Given that I am logged into HRHarmony, when I select the Satisfaction Snapshot Reports feature and choose the month for the report, then the system should generate a visually appealing report with at least 5 charts representing different engagement metrics for that month.

An HR professional customizes a visualization for specific employee demographics to analyze their engagement levels.

Given that I am on the Dynamic Data Visualization page, when I select specific demographic filters (e.g., department, tenure), then the visualization should dynamically update to display engagement data that corresponds to the selected filters within 2 seconds.

The leadership team reviews the generated Satisfaction Snapshot Report to make informed decisions on employee engagement strategies.

Given that the Satisfaction Snapshot Report has been generated and presented, when a member of the leadership team requests clarification on any engagement trend displayed in the report, then the HR professional should be able to provide a detailed explanation and justification based on underlying data within 5 minutes.

An HR professional schedules a quarterly review meeting to discuss the trends in employee engagement with the leadership team.

Given that the quarterly review meeting is scheduled, when I access the corresponding Satisfaction Snapshot Report, then the report should show trends over the last three months and highlight any significant changes in metrics compared to the previous quarter.

The HR department receives feedback from employees about the clarity of information presented in the Satisfaction Snapshot Reports during monthly meetings.

Given that I create a post-meeting feedback survey, when the HR department collects responses, then at least 80% of respondents should indicate that the engagement metrics are clear and easy to understand.

An HR manager wants to customize the layout of the visualization to fit specific presentation needs.

Given that I am on the customization settings for the Dynamic Data Visualization, when I rearrange the order of visual components and save the changes, then the layout should reflect the new configuration when I generate the report again.

The HR team implements a new engagement metric based on recent employee feedback and wants to include it in the Satisfaction Snapshot Reports.

Given that the new engagement metric is defined, when I update the system with this new metric, then it should automatically integrate into the Dynamic Data Visualization and reflect in the next generated report without requiring additional configuration steps.

Automated Reporting Schedule

User Story: As an HR manager, I want automated scheduling for satisfaction reports so that I can ensure regular insights are delivered to the leadership team without additional effort.
Description: Automated Reporting Schedule allows users to set up periodic generation and distribution of Satisfaction Snapshot Reports without manual intervention. This requirement seeks to streamline the feedback loop within the HRHarmony platform by ensuring that engagement data is consistently and automatically sent to specified stakeholders on a regular basis. By automating report creation and distribution, HR professionals can save time and ensure that key insights and trends are communicated effectively, fostering a culture of transparency and data-driven decision-making in the organization. This is especially important in maintaining updated records of employee satisfaction and engagement over time, which can support strategic planning.
Acceptance Criteria: Automated Reporting Schedule initiates at the start of each quarter, ensuring that all relevant stakeholders receive the Satisfaction Snapshot Report on schedule without manual input.

Given it is the start of the quarter, When the automated reporting schedule is active, Then the Satisfaction Snapshot Report should be generated and emailed to the specified stakeholders by 9 AM on the first Monday of the quarter.

HR professionals can configure the frequency and timing of the Satisfaction Snapshot Reports through the HRHarmony interface, accommodating different organizational needs.

Given an HR professional accesses the reporting settings, When they select a frequency (weekly, bi-weekly, monthly), Then the settings should allow them to save the chosen frequency and display confirmation that the setting was updated successfully.

The system should allow users to modify the recipient list for the Satisfaction Snapshot Reports whenever necessary, ensuring the right stakeholders receive the reports.

Given an HR professional has access to the reporting settings, When they change the recipient email addresses and save the changes, Then the system must confirm the update and store the new recipient list for subsequent report distributions.

Each automated Satisfaction Snapshot Report sent should include engagement data from the previous period, ensuring stakeholders have the most up-to-date information available for decision-making.

Given the new report is generated, When it is sent out to the stakeholders, Then the report must contain engagement data from the previous reporting period, and be accessible via the email link provided.

Automated Reporting Schedule includes a mechanism to notify users if a report fails to generate or distribute, maintaining transparency in the reporting process.

Given the automated reporting system attempts to generate a report, When the generation or distribution process fails for any reason, Then the designated HR professional should receive an email notification detailing the failure reason.

HR professionals can view a history of generated Satisfaction Snapshot Reports through the platform, facilitating auditing and review of past engagement data.

Given an HR professional navigates to the report history section, When they request to view the report history, Then the system should display a chronological list of past reports with corresponding dates and a summary of key findings.

Stakeholders receiving the Satisfaction Snapshot Report should be able to provide feedback directly through a link provided in the email, closing the feedback loop.

Given a stakeholder receives the Satisfaction Snapshot Report, When they click the feedback link within the email, Then they should be directed to a feedback form that allows them to provide comments and suggestions about the report.

Customized Report Templates

User Story: As an HR professional, I want to customize snapshots reports so that I can align them with my organization's branding and highlight relevant data points effectively.
Description: Customized Report Templates enable HR professionals to create tailored Satisfaction Snapshot Reports that align with specific organization requirements or presentation styles. This feature will allow users to modify content layouts, select key performance indicators, and adjust themes and branding to match the company’s identity. This requirement is critical for organizations that want to emphasize specific data points or narratives within their engagement reports. Facilitating customization enhances the output's relevance and presentation quality, thereby improving the communication of insights and enhancing stakeholder engagement. The expected outcome is reports that resonate well with both the leadership and employees, further driving the conversation around engagement and satisfaction.
Acceptance Criteria: HR professional views the customized report templates feature to create a Satisfaction Snapshot Report for an upcoming leadership meeting.

Given an HR professional is logged in to HRHarmony, when they navigate to the Customized Report Templates feature, then they should see options to customize layout, KPIs, and branding.

An HR professional attempts to save their customized report template after making modifications to the layout and content.

Given the HR professional has edited a report template, when they click the 'Save' button, then the customized template should be successfully saved and available for future use.

A user selects specific key performance indicators from the available options while customizing a report template.

Given the user is in the customization screen, when they select key performance indicators (KPIs) and confirm their choices, then the selected KPIs should be reflected in the report preview.

An HR professional applies a company's branding to a customized report template and generates a snapshot report.

Given the HR professional has selected a branding theme, when they generate the Satisfaction Snapshot Report, then the report should display the selected branding elements consistently throughout the document.

An HR professional shares a customized report with stakeholders via email.

Given the customized report is ready, when the HR professional clicks the 'Share' button and enters the recipient's email, then the email should be sent successfully with the report attached.

An HR team member attempts to access a previously saved customized report template.

Given a saved report template exists, when the HR team member searches for the template in the Customized Report Templates section, then the specific template should be displayed in the results.

Diversity Metrics Explorer

Diversity Metrics Explorer provides an interactive interface for analyzing key diversity statistics across various demographics, including gender, ethnicity, age, and disability status. By visualizing these data points, Diversity Champions can easily identify trends and disparities within the workforce, empowering them to make informed decisions and develop specific strategies aimed at improving representation and equity.

Requirements

Interactive Data Visualization

User Story: As a Diversity Champion, I want an interactive dashboard to visualize diversity metrics so that I can easily identify trends and disparities that will help me inform our diversity strategies.
Description: The Interactive Data Visualization requirement involves creating dynamic graphical representations of the diversity metrics collected by HRHarmony. This feature will enable users to view trends and disparities through charts, graphs, and dashboards. By integrating this functionality, HRHarmony will empower Diversity Champions to quickly analyze complex datasets, making it easier to identify key insights at a glance and drive conversations around diversity and inclusion initiatives. The goal is to enhance data-driven decision-making, allowing organizations to foster equity within their workforce effectively.
Acceptance Criteria: User accesses the Diversity Metrics Explorer dashboard to view the interactive data visualization for gender diversity among employees.

Given the user is logged into HRHarmony, when they navigate to the Diversity Metrics Explorer, then they should see an interactive graphical representation of gender diversity across the organization with options to filter by department and time period.

Diversity Champions need to identify trends in employee ethnicity representation over the last five years using the interactive data visualization.

Given the user selects the ethnicity demographic option, when they choose a five-year time range, then the visualization should display a clearly labeled line chart showing year-over-year changes in representation.

A Diversity Champion wants to compare age demographics of new hires versus existing employees using the interactive tool.

Given the user selects both 'New Hires' and 'Existing Employees' in the age demographic filter, when they run the comparison, then the system should generate a bar chart that displays the age distribution side by side for clear comparison.

User intends to export the diversity metrics displayed in interactive graphs for a presentation.

Given the user is viewing any interactive graph, when they click the export button, then they should be able to download the visualization in PDF format with appropriate labels and legends.

HR team requires real-time updates on diversity metrics to ensure compliance with diversity initiatives.

Given the metrics are updated in real-time, when any new data is entered or updated in the HR system, then the corresponding visualizations on the Diversity Metrics Explorer should reflect the changes immediately without requiring a page refresh.

User needs to share insights from the diversity metrics with stakeholders via email.

Given the user has identified key insights, when they click the share button, then the system should generate an email pre-filled with metrics graphics and summaries of insights that can be sent to chosen recipients.

Custom Reporting Features

User Story: As a HR manager, I want to generate custom reports on diversity metrics so that I can present tailored information to our leadership team and drive strategic discussions.
Description: The Custom Reporting Features requirement entails providing users with the ability to generate customized reports based on selected diversity metrics and demographics. This feature aims to cater to specific organizational needs, allowing users to create tailored reports that reflect the unique diversity objectives of their company. By streamlining reporting processes, businesses can quickly access relevant data and present their diversity state to stakeholders, enhancing transparency and accountability. The implementation of this feature is vital for fostering a culture of data transparency and driving strategic diversity initiatives.
Acceptance Criteria: User generates a customized report using selected diversity metrics for a board meeting to present to stakeholders.

Given the user is logged into HRHarmony, when they select the 'Custom Reports' option and choose specific diversity metrics, then the system should generate a report reflecting the chosen metrics accurately.

Diversity Champion wants to save a generated report to present it in future meetings.

Given the user has created a report, when they click the 'Save Report' button, then the system should successfully save the report and allow the user to access it later from the 'Saved Reports' section.

The HR manager requires a report that compares diversity metrics year over year for strategic planning.

Given the user has access to historical data, when they request a year-over-year comparison report, then the system should generate a report displaying trends accurately between the selected years.

The company wants to ensure that the report complies with legal reporting standards for workplace diversity.

Given the user is setting up a custom report, when they view the compliance guidelines, then the system should display the relevant legal reporting standards applicable to diversity metrics being selected.

A user needs to export the customized report to share with external stakeholders, such as clients or regulatory agencies.

Given the report is generated, when the user selects 'Export' and chooses a format (PDF/Excel), then the system should successfully download the report in the selected format without loss of data.

A user wishes to schedule automated weekly reports on diversity metrics for continuous monitoring.

Given the user is setting up a report schedule, when they select the frequency and metrics for the report, then the system should confirm the schedule and generate reports accordingly without manual intervention.

A user is exploring the possibility of customizing report templates to align with the company branding.

Given the user accesses the customization settings, when they upload a company logo and select brand colors, then the system should apply these changes to the report templates used for custom reports.

Diversity Goals Tracking

User Story: As a business leader, I want to set and track progress towards our diversity goals so that I can ensure we are committed to improving representation within our workforce.
Description: The Diversity Goals Tracking requirement focuses on setting and monitoring specific diversity and inclusion goals within the HRHarmony platform. This feature will allow organizations to establish measurable targets and regularly assess their progress towards these goals. By integrating this functionality, HRHarmony will facilitate a culture of goal-oriented diversity initiatives, providing leaders with the tools necessary to hold the organization accountable for its diversity commitments. The expected outcome will be increased engagement in diversity efforts and improved representation across various demographics.
Acceptance Criteria: Diversity Metrics Tracking Progress Update

Given the Diversity Goals Tracking feature is enabled, When a user inputs the current demographic statistics, Then the system should generate a report that displays progress towards established diversity goals as a percentage within 24 hours.

Diversity Goals Setting Interface

Given the Diversity Goals Tracking requirement is implemented, When an admin user navigates to the diversity goals setting page, Then they should be able to create, edit, and delete diversity goals with clear success or error messages displayed after each action.

Automated Notification for Goals Review

Given diversity goals have been established, When the review period arrives (monthly/quarterly), Then an automated notification should be sent to relevant stakeholders reminding them to assess the progress and update the goals as necessary.

Comprehensive Diversity Goal Dashboard

Given the Diversity Goals Tracking feature is active, When a user accesses the dashboard, Then they should see a visual representation of all diversity goals, including completion status, demographic breakdown, and trends over time.

Integration with Diversity Metrics Explorer

Given the Diversity Goals Tracking is operational, When a user selects a specific diversity goal from the dashboard, Then the system should link to the Diversity Metrics Explorer for detailed metrics related to that goal.

User Permissions for Diversity Goals Management

Given the Diversity Goals Tracking feature is up and running, When a user attempts to access diversity goals management options, Then permissions should be restricted based on their user role, providing access only to authorized personnel.

Collaboration Tools for Diversity Initiatives

User Story: As a member of the diversity committee, I want collaboration tools to coordinate our efforts so that we can work more effectively on our diversity initiatives.
Description: The Collaboration Tools for Diversity Initiatives requirement seeks to implement features that facilitate teamwork among Diversity Champions and other stakeholders involved in diversity efforts. This will include shared workspaces, project management tools, and communication channels within the HRHarmony platform. The aim is to enhance collaboration and ensure that all relevant parties are aligned on diversity strategies and actions. By providing these tools, HRHarmony will bolster the effectiveness of diversity initiatives and promote accountability among team members.
Acceptance Criteria: Diversity Champions access the Collaboration Tools to create a new project aimed at improving gender diversity in recruitment.

Given that the Diversity Champion is logged into the HRHarmony platform, when they navigate to the Collaboration Tools section, then they should be able to create a new project and invite team members to collaborate on it.

Diversity Champions utilize shared workspaces to collaboratively work on documents related to diversity initiatives.

Given that the Diversity Champion has created a shared workspace, when they upload a document regarding diversity strategy, then all invited members should have access to view and edit the document in real-time.

Team members communicate via the collaboration channels to discuss progress on diversity initiatives.

Given that the collaboration channel is set up, when team members post updates or questions, then notifications should be sent to all members of the channel to ensure engagement and timely responses.

Diversity Champions track the progress of their initiatives through the project management tools.

Given that a project is created, when the Diversity Champion updates the status of tasks within the project management tool, then the changes should be reflected in the dashboard for all team members to see.

Diversity Champions set deadlines for tasks in their diversity project.

Given that the Diversity Champion has access to project management tools, when they set a deadline for specific tasks, then reminders should be sent to all team members 3 days before the deadline.

Stakeholders review the outcomes of diversity initiatives through reports generated by the collaboration tools.

Given there is completed work on a diversity initiative, when the Diversity Champion generates a report, then the report should include key metrics and outcomes that reflect the impact of the initiative, available for download in multiple formats.

Diversity Champions use feedback mechanisms within collaboration tools to evaluate team performance on diversity initiatives.

Given that a collaboration project is completed, when team members submit feedback on the collaboration tools, then feedback should be compiled into a summary report for review by the Diversity Champions.

Real-time Data Updates

User Story: As a Diversity Officer, I want real-time updates on diversity metrics so that I can respond promptly to emerging trends and issues in our workforce.
Description: The Real-time Data Updates requirement involves ensuring that the diversity metrics presented in the platform are continuously updated to reflect the most current information. This feature will allow users to access up-to-date statistics, minimizing the lag between data collection and analysis. By providing real-time insights, HRHarmony will enable more informed decisions and prompt responses to disparities or challenges as they arise, enhancing the agility and responsiveness of diversity initiatives.
Acceptance Criteria: As a Diversity Champion, I want to see current diversity statistics that reflect the latest data collected so that I can make informed decisions about diversity initiatives.

Given the data collection process has occurred, when the database is updated, then the diversity metrics should reflect these updates within 5 minutes.

As an HR professional, I want the real-time updates of diversity metrics to be easily accessible through the HRHarmony dashboard so I can monitor trends at any moment.

Given I am logged into the HRHarmony dashboard, when I navigate to the Diversity Metrics Explorer, then I should see the latest updates without needing to refresh the page.

As a user of HRHarmony, I want to receive alerts for significant changes in diversity metrics, so that I can quickly address any emerging issues.

Given the diversity metrics are updated, when a significant disparity arises (e.g., a decrease of 10% in a demographic), then an automated alert should be sent to the relevant stakeholders.

As a member of the HR team, I want the ability to filter real-time diversity metrics by date range, so I can analyze trends over time.

Given I am using the Diversity Metrics Explorer, when I apply a date range filter, then the diversity statistics presented should accurately reflect data only within that range.

As a system administrator, I want the performance of the real-time updates to be regularly monitored to ensure that the system is performing optimally.

Given I have access to system performance metrics, when I check the update logs, then there should be no instances of updates taking longer than 10 minutes to reflect current data.

As a Diversity Champion, I want to benchmark our current diversity statistics against industry standards, to understand where we stand.

Given the diversity metrics are displayed, when I view the benchmarking section, then I should see a comparison of our metrics against the latest available industry data within the same display.

Inclusion Initiative Tracker

The Inclusion Initiative Tracker allows organizations to design, implement, and monitor diversity and inclusion initiatives in real-time. Users can set objectives, assign responsibilities, and evaluate effectiveness through measurable KPIs, ensuring that efforts are aligned with company goals while actively promoting an inclusive culture that resonates with all employees.

Requirements

Diversity Objective Setting

User Story: As an HR manager, I want to set clear diversity and inclusion objectives so that I can ensure our initiatives are targeted and measurable, aligning with the company’s overall strategic goals.
Description: The Diversity Objective Setting requirement allows users to define specific diversity and inclusion objectives within the Inclusion Initiative Tracker. Users can set measurable and actionable goals that align with the organization's strategic vision for diversity. This functionality enhances accountability by ensuring clear targets are established, which can be monitored and evaluated over time. The benefit of this requirement lies in promoting transparency and tracking progress towards meaningful diversity outcomes, ensuring that the company’s inclusion efforts are structured and aligned with its broader mission.
Acceptance Criteria: Diversity Objective Creation by HR Manager

Given an HR manager is logged into the Inclusion Initiative Tracker, when they navigate to the Diversity Objective Setting section and input specific diversity and inclusion goals with measurable KPIs, then the objectives are successfully saved and displayed in the objectives list.

Editing Existing Diversity Objectives

Given a user has previously set a diversity objective, when they edit the objective details and save the changes, then the updated objective is reflected accurately in the objective list without losing any previously set data.

Setting Measurable KPIs for Diversity Objectives

Given a user is defining a new diversity objective, when they specify measurable KPIs related to that objective and save the details, then those KPIs should be listed under the respective objective and clearly indicate how success will be measured.

Assigning Responsibilities for Diversity Initiatives

Given an HR manager is setting up a new diversity objective, when they assign team members to oversee the initiatives, then the assigned responsibilities should be recorded and visible alongside the objective in the tracker.

Monitoring Progress of Diversity Objectives

Given a user accesses the Inclusion Initiative Tracker, when they view the progress of established diversity objectives, then they can see a visual representation of progress against the measurable KPIs set for each objective.

Evaluating Effectiveness of Diversity Objectives

Given that diversity initiatives have been implemented, when an HR manager reviews the effectiveness of those initiatives against the set objectives, then they can produce a report that provides insights based on the defined KPIs.

Ensuring Inclusion of Stakeholder Feedback in Objective Setting

Given that diversity objectives are being set, when the users conduct a feedback session with relevant stakeholders, then the insights gained from the feedback should inform the final structure of the diversity objectives in the tracker.

KPI Dashboard Integration

User Story: As a user, I want to view a dashboard with the KPIs related to our inclusion initiatives so that I can quickly assess our progress and make informed decisions based on real-time data.
Description: The KPI Dashboard Integration requirement provides users with a visual dashboard that displays key performance indicators (KPIs) related to the effectiveness of diversity and inclusion initiatives. This dashboard aggregates data from various sources, allowing users to quickly assess the impact of their efforts through graphs, charts, and reports. The integration enhances usability by centralizing information in one location, helping HR leaders make informed decisions based on real-time data and trends. The expected outcome is improved transparency and easier access to critical metrics that inform ongoing strategy adjustments.
Acceptance Criteria: Displaying Real-Time KPI Metrics for Diversity Initiatives

Given that the user has logged into the KPI dashboard, when they navigate to the Inclusion Initiative Tracker section, then they should see real-time metrics displayed for diversity and inclusion initiatives in graphical formats (charts, graphs).

Customizing KPI View for Different User Roles

Given that different user roles have varying responsibilities, when a user selects their role from the dropdown menu on the KPI dashboard, then they should see a customized view of KPIs relevant to their role with appropriate data filters applied.

Exporting KPI Reports for Stakeholder Meetings

Given that the user is on the KPI dashboard, when they click the export button, then they should be able to download a PDF report of KPIs with all relevant data, formatted for presentation purposes.

Setting Up Automated KPI Alerts for Deviations

Given that an admin user is in the KPI dashboard settings, when they establish threshold values for specific KPIs, then the system should send automated alerts via email when KPI metrics fall below or exceed those thresholds.

Comparing Past and Current KPI Performance

Given that the user is on the KPI dashboard, when they select a date range for comparison, then they should be able to view a side-by-side comparison of past and current KPI data in the form of charts.

Integrating Third-Party Data Sources into the KPI Dashboard

Given that the user is on the KPI dashboard, when they choose to integrate a third-party data source, then the dashboard should successfully merge data from that source and reflect it in the KPI metrics.

User Feedback Mechanism for Dashboard Usability

Given that users are interacting with the KPI dashboard, when they provide feedback through the designated feedback form, then the system should log this feedback and generate a confirmation message.

Responsibility Assignment Feature

User Story: As a team leader, I want to assign responsibilities for our diversity initiatives to team members so that everyone knows their role and we can effectively execute our plans.
Description: The Responsibility Assignment Feature allows organizations to assign specific roles and responsibilities to team members regarding diversity and inclusion initiatives. This ensures accountability and clarifies expectations for each individual involved in the effort. Users can designate tasks to relevant personnel, set deadlines, and track progress on assigned responsibilities. This requirement is critical for instilling a culture of ownership and ensuring that each aspect of the initiative is adequately managed, leading to improved execution and outcomes.
Acceptance Criteria: Assigning responsibilities for a new diversity initiative during a team meeting.

Given a user is logged into HRHarmony and a diversity initiative is open, when the user selects a team member and assigns a responsibility with a specified deadline, then the system should validate that the assignment has been saved and that the assigned team member receives a notification.

Tracking progress on assigned responsibilities for an ongoing diversity initiative.

Given a user is logged into HRHarmony and views the progress dashboard for an ongoing initiative, when the user looks at the assigned responsibilities, then the system should display the current progress for each responsibility and any overdue tasks clearly marked.

Editing an assigned responsibility due to a change in project scope.

Given a user is viewing the details of an assigned responsibility, when the user selects the edit option and changes the assigned team member and deadline, then the system should update the assignment and notify the new member of their responsibilities and deadlines.

Removing an assigned responsibility from a diversity initiative due to a role change.

Given a user is managing an inclusion initiative and an assigned team member is no longer part of the project, when the user selects the remove option for that responsibility, then the system should remove the assignment and update the progress metrics accordingly.

Generating a report on responsibilities assigned for diversity initiatives over the last quarter.

Given a user requests a report on assigned responsibilities for diversity initiatives over the last quarter, when the user runs the report, then the system should generate a detailed PDF report that lists all assigned responsibilities, team members, deadlines, and completion statuses.

Setting up reminders for upcoming deadlines on assigned responsibilities.

Given a user has assigned responsibilities with deadlines, when the user opts to activate reminders, then the system should send email notifications to the assigned members 3 days before each deadline to ensure timely completion.

Real-time Progress Monitoring

User Story: As an HR professional, I want to monitor the progress of our inclusion initiatives in real-time so that I can quickly identify any issues and implement changes as needed to ensure success.
Description: The Real-time Progress Monitoring requirement enables users to track the status of diversity and inclusion initiatives as they occur. This feature allows for immediate feedback on the effectiveness of implemented strategies and can highlight areas needing adjustment. By providing instant updates and notifications, it helps organizations remain agile and responsive to challenges, maximizing the impact of their efforts. The ability to monitor progress in real-time supports a more engaged and adaptive approach to diversity and inclusion.
Acceptance Criteria: Tracking Real-Time Engagement Metrics for D&I Initiatives

Given the user is monitoring the Inclusion Initiative Tracker, when a new inclusion initiative is launched, then real-time engagement metrics should display in the dashboard within 5 minutes of initiation, providing insights into current user involvement.

Identifying Areas Needing Adjustment in D&I Efforts

Given that inclusion initiatives are active, when the user accesses the progress report, then the report should highlight areas needing adjustment based on KPI thresholds being met or missed in real-time.

Receiving Notifications on Initiative Progress Updates

Given that the user has set up notifications for the Inclusion Initiative Tracker, when any progress update occurs, then the user should receive a push notification within 1 minute of the update happening.

Setting Objectives and Assigning Responsibilities for D&I Initiatives

Given that the user is in the Inclusion Initiative Tracker, when a new initiative is being created, then the user can set clear objectives and assign responsibilities to team members before saving the initiative.

Evaluating Effectiveness through Measurable KPIs

Given that diversity and inclusion initiatives are underway, when the user reviews the KPI metrics in the dashboard, then it should reflect at least three measurable indicators of effectiveness for each initiative in real-time.

Accessing Historical Data for D&I Initiatives

Given that the user wants to analyze past performance, when the user selects the historical data view in the Inclusion Initiative Tracker, then the system should display a summary report of all past initiatives and their effectiveness over the last year.

Feedback Loop Mechanism

User Story: As an employee, I want to provide feedback on our diversity initiatives so that my voice is heard and I can contribute to shaping a more inclusive workplace culture.
Description: The Feedback Loop Mechanism requirement allows organizations to gather input from employees regarding their experiences and perceptions related to diversity and inclusion initiatives. This feature includes surveys, polls, and comment sections for ongoing feedback. By integrating employee perspectives, companies can better understand the effectiveness of their initiatives and make necessary adjustments. The feedback loop is vital as it promotes an inclusive culture where employee voices are heard and valued, enhancing engagement and commitment to diversity goals.
Acceptance Criteria: Employee Submission of Feedback via Surveys

Given an employee has access to the Feedback Loop Mechanism, when they participate in a survey, then their feedback should be successfully submitted and recorded in the system.

Accessing Feedback Data

Given an HR administrator wants to analyze employee feedback, when they access the Feedback Loop Mechanism, then they should be able to view all collected feedback organized by date and type.

Real-Time Feedback Monitoring

Given the Feedback Loop Mechanism is in use, when a new feedback submission occurs, then it should be reflected in real-time on the feedback dashboard accessible to administrators.

Feedback Analysis Reporting

Given the feedback collected over a quarter, when the HR administrator generates a report, then the report should include statistics on the diversity and inclusion sentiment and highlight areas for improvement.

Employee Retraining via Feedback

Given that feedback indicates a need for improvement in certain diversity initiatives, when the HR team reviews the feedback, then they should be able to establish training sessions aimed at addressing these issues.

Anonymity Assurance in Feedback Submission

Given an employee submits feedback, when they choose to remain anonymous, then the system should ensure all submitted feedback cannot be traced back to their identity.

Compliance Tracking Alerts

User Story: As an HR compliance officer, I want to receive alerts about changes in diversity compliance legislation so that I can ensure our inclusion initiatives are up-to-date and legally compliant.
Description: The Compliance Tracking Alerts requirement ensures that organizations stay updated on legal and regulatory changes related to diversity and inclusion efforts. Users will receive automated notifications regarding compliance standards and changes, allowing them to adapt their initiatives accordingly. This requirement is paramount as it helps organizations avoid potential legal issues and reinforces their commitment to upholding diversity and inclusion practices in alignment with industry standards.
Acceptance Criteria: Receiving automated alerts for compliance updates from regulatory bodies when new changes occur related to diversity and inclusion initiatives.

Given that the user has registered for compliance alerts, When a legal or regulatory change occurs, Then the user receives an automated notification through email and the HRHarmony dashboard.

User access and view historical compliance alerts sent to their organization over the past year.

Given that the user navigates to the compliance alerts history section, When the user selects the time frame, Then all compliance alerts received in that period are displayed with dates and statuses.

User can customize the frequency of compliance tracking alerts they wish to receive (e.g., immediate, daily, weekly).

Given that the user accesses the alert settings, When the user selects their preferred frequency and saves the settings, Then the system updates the alert frequency accordingly without errors.

Users can assign team members to monitor specific compliance areas, creating accountability in the diversity and inclusion efforts.

Given that the user is in the compliance management section, When they assign a team member to a compliance area, Then an automated confirmation is sent to the assigned team member with the details.

Assessing the effectiveness of compliance alerts based on user feedback and engagement metrics.

Given that the user receives at least five compliance alerts over a month, When they provide feedback on the relevance and timeliness, Then the system captures and analyzes this data for future enhancements.

The system integrates with external compliance resources to fetch real-time updates that are pertinent to the organization’s diversity and inclusion practices.

Given that the integration setup is complete, When a new compliance change is published externally, Then it should reflect in HRHarmony within 24 hours without manual intervention.

Diversity Heat Map

The Diversity Heat Map visually displays diversity metrics within teams and departments, highlighting areas of strength and opportunities for improvement. By providing a clear visual representation of diversity levels across the organization, this feature encourages accountability and sparks constructive conversations around inclusivity, guiding leaders in policy adjustments and strategic planning.

Requirements

Diversity Metric Integration

User Story: As an HR manager, I want to view consolidated diversity metrics across departments so that I can identify trends and areas for improvement in our inclusivity efforts.
Description: The Diversity Metric Integration requirement involves the seamless integration of various diversity metrics within the HRHarmony platform. This includes data from recruitment, retention, and promotion rates across different demographics. The feature will provide HR teams with the capability to analyze and report these metrics effectively by aggregating data from existing systems and presenting them in a unified dashboard. This integration is crucial for identifying trends in diversity across the organization, allowing HR leaders to make more informed decisions regarding diversity initiatives and policies.
Acceptance Criteria: Data Aggregation and Display on the Dashboard

Given the HRHarmony platform is fully integrated with external systems, when the user navigates to the Diversity Heat Map dashboard, then all relevant diversity metrics from recruitment, retention, and promotions shall be accurately displayed in real-time.

User Role Access and Permissions

Given different user roles within the HRHarmony platform, when a user with HR admin rights accesses the Diversity Heat Map, then they must be able to view and filter diversity metrics by department and demographics, while users with restricted roles can only view summary data, ensuring proper access control is maintained.

Trend Analysis Over Time

Given the Diversity Metric Integration has been in effect for at least one reporting period, when the HR team generates a report on the Diversity Heat Map, then the system must display comparative graphs and charts showing trends in diversity metrics over that period, highlighting changes and progress.

Automated Compliance Updates

Given the Diversity Metric Integration is operational, when new diversity regulations or standards are issued, then the platform must automatically update compliance metrics on the Diversity Heat Map to reflect these changes, ensuring ongoing adherence to regulations.

User Feedback Mechanism

Given the Diversity Metric Integration feature has been in use for a month, when users access the feedback feature, then they must be able to submit feedback on the usage and effectiveness of the Diversity Heat Map, with all responses stored for review.

Performance Metrics Tracking

Given the integration of diversity metrics into the HRHarmony platform, when a user analyzes the Diversity Heat Map, then they must be able to see performance metrics related to diversity initiatives, which should include metrics like employee engagement scores correlated to diversity efforts.

Interactive Heat Map Visualization

User Story: As a team leader, I want to interact with a diversity heat map so that I can easily explore the metrics and address diversity issues within my team.
Description: The Interactive Heat Map Visualization requirement is to create a dynamic heat map that visually represents the diversity levels within teams and departments at various granularities. Users should be able to click on specific areas of the heat map to get detailed insights on diversity metrics and benchmarks against industry standards. This will enhance user experience and engagement by allowing HR professionals to interact with the data, facilitating deeper analysis and discussions about diversity within the organization.
Acceptance Criteria: User Interaction with the Heat Map

Given a loaded heat map, when the user clicks on a specific department, then detailed insights about diversity metrics for that department should be displayed, including comparisons to industry benchmarks.

Visual Data Representation

Given the diversity metrics data, when the heat map is rendered, then the colors used should accurately represent the levels of diversity as defined in the requirements (red for low diversity, green for high diversity).

Dynamic Data Refresh

Given updated diversity metrics, when the user refreshes the heat map, then the displayed data should automatically update to reflect the latest metrics without the need for a page reload.

User Alerts for Diversity Metrics

Given specific diversity thresholds defined by the organization, when the heat map highlights any area in red, then a notification should prompt the user to engage with targeted diversity action plans.

Data Export Functionality

Given a displayed heat map, when the user selects the export option, then a report containing the current diversity metrics and visual representation should be downloadable in a common format (e.g., PDF, CSV).

Accessibility Compliance Check

Given the heat map interface, when a screen reader is used, then all labels, descriptions, and data points should be accessible and articulated clearly to visually impaired users, complying with WCAG standards.

Tooltip Information on Hover

Given the heat map visualization, when the user hovers over a specific area, then a tooltip should appear showing quick metrics summary related to that area, including diversity percentages and year-on-year changes.

Diversity Reporting Tools

User Story: As a compliance officer, I want to generate and export detailed diversity reports so that I can ensure our organization meets legal requirements and benchmarks for diversity.
Description: The Diversity Reporting Tools requirement focuses on equipping HRHarmony with a robust set of reporting features that allow users to generate customizable reports on diversity metrics. These reports should include comparisons over time, department insights, and should be exportable in various formats such as PDF and Excel. This capability will help organizations track their progress towards diversity goals, enhance transparency, and facilitate compliance with diversity-related regulations and reporting requirements.
Acceptance Criteria: Diversity Metrics Report Generation Completion

Given a user with appropriate permissions, when they select diversity metrics from the report generation feature, then they should be able to create a report that includes metrics over a selected time period and department, and successfully export it in PDF format.

Diversity Metrics Customization Capability

Given the user is in the report customization section, when they select specific diversity metrics to include, then the system should allow them to add or remove metrics as well as save their custom report template.

Comparative Analysis of Diversity Over Time

Given a user requests a comparison of diversity metrics over multiple time periods, when they generate the report, then it should display a graphical representation of changes in diversity levels for selected departments and metrics.

Export Functionality for Diverse Formats

Given a generated diversity report, when the user selects the export option, then the system should successfully export the report in Excel format, ensuring all data points are accurately represented in the file.

User Access and Permissions Validation

Given different user roles in the system, when a user attempts to generate a diversity report, then the system should enforce role-based access, allowing only those with appropriate permissions to use the reporting tools.

Feedback Collection on Diversity Reports

Given that a diversity report has been generated, when the user submits feedback on the usefulness of the data, then the system should capture this feedback for future report enhancements.

Real-Time Update of Diversity Data

Given that the underlying diversity metrics have changed, when a user refreshes their report, then it should display the latest diversity data without requiring a new report generation.

Real-time Diversity Alerts

User Story: As a diversity officer, I want to receive real-time alerts on significant changes in diversity metrics so that I can immediately address any emerging issues and take corrective action.
Description: The Real-time Diversity Alerts requirement will allow the system to provide alerts based on changes or anomalies in diversity metrics across the organization. For instance, if a particular department shows a significant drop in diversity levels, automatic notifications will be sent to relevant HR personnel. This proactive feature will support timely interventions and foster a culture of accountability and responsiveness toward diversity goals.
Acceptance Criteria: Real-time Diversity Alerts Triggered by Significant Drop in Diversity Levels

Given that the Diversity Heat Map shows a drop in diversity levels by more than 15% in any department, when the change occurs, then relevant HR personnel receive an automatic notification within 5 minutes of the trigger.

Daily Summary of Diversity Metrics Sent to HR Personnel

Given that the system has been running for a week, when daily assessments of diversity metrics are finalized, then a summary report is automatically generated and sent to HR personnel each morning at 8 AM.

Manual Override of Alert Settings by HR Personnel

Given that HR personnel need to adjust alert thresholds, when they access the settings page, then they can change the percentage thresholds for triggering alerts to any value between 5% and 30%.

Alert Delivery through Multiple Channels

Given that an alert has been triggered, when the alert is generated, then notifications are sent via email and SMS to all designated HR personnel to ensure timely awareness.

Historical Data Review of Diversity Alerts

Given that the system tracks diversity alerts over time, when HR personnel access the analytics dashboard, then they can view a historical log of all alerts triggered in the last 12 months, including timestamp, department, and severity of the change.

User Feedback Loop for Alert Effectiveness

Given that alerts have been sent to HR personnel, when they receive a notification, then they must confirm whether the alert was actionable or not within 48 hours for accurate system adjustments.

Integration with External Reporting Tools

Given that the Real-time Diversity Alerts feature is implemented, when alert data is triggered, then the system can seamlessly export this data to external reporting tools like Excel or Google Sheets for further analysis.

User Engagement Features

User Story: As an employee, I want to provide feedback on diversity initiatives so that I can contribute to a more inclusive workplace.
Description: The User Engagement Features requirement includes tools and options that encourage user interaction and feedback regarding diversity initiatives. This can involve surveys, discussion threads, or community forums within the HRHarmony platform where employees can share their thoughts, feedback, and ideas around diversity and inclusivity. These features are essential for promoting a culture of inclusivity and ensuring that employees feel their voices are heard, thereby driving engagement and participation in diversity programs.
Acceptance Criteria: User Engagement Features - Employee Survey Participation

Given that the employee survey on diversity initiatives is live, when an employee accesses the HRHarmony platform, then they can successfully locate and complete the survey.

User Engagement Features - Feedback Discussion Threads

Given that discussion threads are available in the platform, when an employee posts feedback in a discussion thread, then their post should be visible to all employees in that thread.

User Engagement Features - Community Forum Accessibility

Given that the community forum is enabled, when an employee attempts to access the forum, then they should be able to view and participate in all topics, with no access restrictions based on roles.

User Engagement Features - AI Feedback Loop Integration

Given that the AI feedback loop is integrated, when an employee submits feedback on diversity initiatives, then the system should acknowledge receipt and provide an estimated response time.

User Engagement Features - Diversity Initiative Participation Metrics

Given that participation metrics are tracked, when an administrator views the dashboard, then they should see real-time data on employee engagement with diversity features, including survey completions and forum activity.

User Engagement Features - Culture Builder Toolkit Utilization

Given that the culture-builder toolkit is available, when an employee utilizes one of the toolkit’s resources, then the system should log their engagement and suggest follow-up actions based on their selections.

Training and Resources Hub

User Story: As a manager, I want to access training materials on diversity and inclusion so that I can educate my team and implement effective inclusion practices.
Description: The Training and Resources Hub requirement aims to create a dedicated section within the HRHarmony platform that offers training materials, guides, and resources on diversity and inclusion best practices. This feature will aid organizations in educating their employees and leadership on the importance of diversity. It will include access to webinars, articles, and tools to foster a more inclusive environment, ultimately enhancing the overall workplace culture.
Acceptance Criteria: Training and Resources Hub Accessibility for Employees

Given that an employee is logged into the HRHarmony platform, when they navigate to the Training and Resources Hub, then they should be able to view all available training materials and resources related to diversity and inclusion.

Search Functionality in Training and Resources Hub

Given that an employee wants to find specific training resources, when they use the search function within the Training and Resources Hub, then the system should return relevant resources based on the search query entered by the employee.

Feedback Mechanism for Training Resources

Given that an employee completes a training resource, when they provide feedback via the feedback mechanism, then their feedback should be recorded and reflected in the resource's feedback statistics.

Diversity Metrics Availability

Given that an HR manager is assessing the effectiveness of training resources, when they access the Diversity Heat Map, then the manager should see analytics on employee engagement with the Training and Resources Hub.

Integration with Webinars and External Content

Given that a new webinar is available on diversity and inclusion, when the organization adds this webinar to the Training and Resources Hub, then employees should be able to register and view the webinar through the hub.

Mobile Responsiveness of Training Hub

Given that an employee accesses the HRHarmony platform from a mobile device, when they go to the Training and Resources Hub, then the hub should be fully functional and display correctly across all mobile devices.

Tracking Participation in Training Resources

Given that an HR manager wants to evaluate participation in training resources, when they view the reports section, then they should see participation metrics and completion rates for all training resources in the Training and Resources Hub.

Engagement Insights Dashboard

The Engagement Insights Dashboard aggregates employee feedback related to diversity and inclusion initiatives, offering real-time sentiment analysis and engagement levels. By capturing employee perspectives, this feature provides Diversity Champions with actionable insights that help refine strategies and foster a more connected and inclusive workplace environment.

Requirements

Real-time Sentiment Analysis

User Story: As a Diversity Champion, I want to view real-time sentiment analysis so that I can understand employee feelings about diversity initiatives and make informed adjustments to our strategies.
Description: The Real-time Sentiment Analysis requirement involves implementing a robust algorithm to analyze employee feedback through text and sentiment recognition. This feature will aggregate real-time data from employee surveys and feedback channels, delivering insights on employee sentiment towards diversity and inclusion initiatives. By processing input continuously, the dashboard enables HR professionals to track shifts in employee engagement and satisfaction levels over time. This requirement is essential for enhancing HRHarmony’s capabilities in understanding employee emotional states, leading to timely interventions and data-driven decision-making processes.
Acceptance Criteria: Real-time sentiment analysis is conducted upon an employee submitting feedback through the HRHarmony portal during a quarterly diversity and inclusion survey.

Given that an employee submits feedback, when the sentiment analysis algorithm processes the feedback, then the system should categorize the sentiment as positive, neutral, or negative with a confidence score of at least 70%.

The Engagement Insights Dashboard displays aggregated sentiment data for review by Diversity Champions during a team meeting.

Given that the sentiment analysis has processed data from at least 100 employee responses, when the Diversity Champions access the dashboard, then they should see an updated visualization of sentiment aggregated by demographics and themes.

HR professionals receive alerts when there is a significant shift in employee sentiment towards diversity initiatives over a one-week period.

Given that the algorithm analyzes feedback weekly, when the sentiment score shifts by more than 10% from the previous week, then the system should send an automated alert to HR professionals with insights on potential issues.

Employees can view the real-time sentiment analysis results and percentages related to the organization's diversity and inclusion initiatives.

Given that the employee is logged into the HRHarmony platform, when they navigate to the Engagement Insights Dashboard, then they should see real-time sentiment analysis results displayed alongside a breakdown of responses by department and initiative.

The sentiment analysis updates live as new feedback is received in the system from various channels including surveys and informal feedback mechanisms.

Given that new employee feedback is submitted, when the feedback is processed, then the sentiment analysis results should reflect changes in real-time within no more than a 5-minute delay on the Engagement Insights Dashboard.

HR professionals use the sentiment analysis data to identify and address specific areas of concern in employee engagement related to diversity and inclusion efforts.

Given that HR professionals have access to sentiment analysis reports, when they identify an area with a negative sentiment score below 30%, then they should have access to specific feedback comments and suggested actions to address the concerns immediately.

A user-friendly interface allows Diversity Champions to customize the metrics they want to track based on real-time sentiment analysis results.

Given that a Diversity Champion is on the customization page, when they select specific metrics for tracking, then they should be able to save their preferences and see those metrics reflected on the dashboard upon refresh.

Diversity Initiative Feedback Capture

User Story: As an HR professional, I want a method to gather employee feedback on diversity initiatives so that I can assess their effectiveness and improve future initiatives.
Description: The Diversity Initiative Feedback Capture requirement defines the implementation of a structured method to collect qualitative and quantitative feedback from employees regarding diversity and inclusion initiatives. This feature will involve designing user-friendly survey tools and feedback widgets integrated within the HRHarmony platform. The primary benefit of this requirement is to create a culture of open communication, allowing employees to voice their opinions safely. The data collected will provide actionable insights for evaluation and strategy adjustments, fostering a more inclusive workplace.
Acceptance Criteria: Survey Deployment and Access

Given that the employee has access to the HRHarmony platform, when they navigate to the Engagement Insights Dashboard, then they should see the Diversity Initiative Feedback Capture survey displayed prominently and can click to begin the survey.

Feedback Submission and Acknowledgment

Given that the employee has completed the Diversity Initiative Feedback Capture survey, when they submit their feedback, then they should receive a confirmation message acknowledging receipt of their submission within 5 seconds.

Data Aggregation and Reporting

Given that feedback has been collected over a specified period, when the Diversity Champions access the Engagement Insights Dashboard, then the system should present an aggregated report of qualitative and quantitative feedback, updated in real-time.

Anonymity Assurance

Given that an employee is filling out the Diversity Initiative Feedback Capture survey, when they reach the privacy policy section, then they should see clear information assuring them that their responses are anonymous and confidential.

Sentiment Analysis Implementation

Given that the Diversity Initiative Feedback Capture has collected employee feedback, when Diversity Champions review the data, then the system should display a sentiment analysis score reflecting overall engagement levels using a standardized metric.

Integration with Current HR processes

Given that the HRHarmony platform has existing HR processes in place, when the Diversity Initiative Feedback Capture feature is implemented, then it should seamlessly integrate and not disrupt any current HR workflows or processes.

Accessibility and Usability Testing

Given that the Diversity Initiative Feedback Capture survey is designed, when the testing team evaluates the survey, then it should meet accessibility standards (e.g., WCAG 2.1) and pass usability testing with a score of 80% or higher based on user feedback.

Customized Reporting Tools

User Story: As an HR manager, I want to generate customized reports on employee feedback so that I can uncover trends and insights relevant to specific groups within the organization.
Description: The Customized Reporting Tools requirement will provide users with the capability to generate specific reports based on employee feedback data and sentiment analysis. This feature will allow Diversity Champions and HR managers to filter data by parameters such as department, role, and feedback theme, enabling tailored insights into different demographic segments. The purpose of this requirement is to empower stakeholders with granular insights that inform strategic decisions and resource allocation within the company. Implementing this feature enhances data visibility and encourages a proactive approach towards employee engagement.
Acceptance Criteria: Diversity Champions want to create a customized report to analyze employee feedback on diversity initiatives for the Marketing department.

Given the Diversity Champions are logged into the HRHarmony platform, when they navigate to the Customized Reporting Tools and select the Marketing department, then the report should display only the feedback data and sentiment analysis relevant to that department.

An HR manager needs to compare engagement levels across different roles within the organization.

Given the HR manager is using the Customized Reporting Tools, when they filter the report by roles 'Manager', 'Employee', and 'Intern', then the system should display separate engagement metrics for each role.

A Diversity Champion is interested in analyzing feedback themes related to workplace culture and inclusion.

Given the Diversity Champion has accessed the Customized Reporting Tools, when they apply a filter for feedback themes including 'workplace culture' and 'inclusion', then the generated report should only include data associated with those themes.

An HR manager wants to analyze employee sentiment before and after a recent diversity training.

Given the HR manager accesses the Customized Reporting Tools, when they select the date range surrounding the diversity training event, then the report should reflect a comparison of employee sentiment scores before and after the event.

Diversity Champions need to share a customized report with stakeholders on employee engagement levels.

Given the Diversity Champion has generated a customized report, when they click on the 'Share' option, then the report should be sent as a PDF attachment to the specified stakeholder emails without errors.

An HR professional wants to analyze employee feedback data across multiple departments simultaneously.

Given the HR professional is using the Customized Reporting Tools, when they select multiple departments (such as Marketing, Sales, and HR) for their report, then the system should aggregate and display the feedback data for all selected departments in a comparative format.

Integration with Existing HR Tools

User Story: As an HR professional, I want the Engagement Insights Dashboard to integrate with our existing HR tools so that I can ensure data consistency and streamline my workflow.
Description: The Integration with Existing HR Tools requirement focuses on building API capabilities that allow seamless communication between the Engagement Insights Dashboard and other HR tools utilized within the organization. This feature will facilitate the extraction and synchronization of employee data across platforms, ensuring that all tools are working with the most current data available. This integration is critical for simplifying workflows and enabling a comprehensive view of employee engagement across various systems, thus preventing data silos and enhancing the overall user experience.
Acceptance Criteria: Existing HR tools and the Engagement Insights Dashboard need to communicate to update employee engagement data every time a new feedback is received.

Given that new feedback is collected from employees through the Engagement Insights Dashboard, When the feedback is submitted, Then the system should automatically sync this data with other integrated HR tools within 5 minutes.

Data synchronization from the Engagement Insights Dashboard allows for real-time analysis of employee sentiment across HR systems.

Given that the API integration is functioning properly, When employee engagement data is queried from any connected HR tool, Then the latest data reflecting all feedback submitted must be accessible and accurately represented.

Diversity Champions access a unified view of employee engagement metrics across all platforms to assess the effectiveness of diversity initiatives.

Given that the Engagement Insights Dashboard is integrated with existing HR tools, When a Diversity Champion pulls up a report on employee sentiment, Then the report should compile engagement metrics from the Engagement Insights Dashboard and relevant HR tools with no missing data.

The integration must handle errors smoothly without disrupting the flow of data between the Engagement Insights Dashboard and other HR tools.

Given that an error occurs during data synchronization, When the system detects an error, Then it should log the error details and notify the administrator via the dashboard without affecting data access for users.

HR professionals require easy access to integration settings to manage linked HR tools for the Engagement Insights Dashboard.

Given that an HR professional is in the settings section of the Engagement Insights Dashboard, When they navigate to integration configurations, Then they should be able to view, add, or remove linked HR tools seamlessly.

User experience must be intuitive for HR professionals when using the integration feature for the Engagement Insights Dashboard.

Given that an HR professional is onboarding a new tool into the Engagement Insights Dashboard, When they follow the integration process, Then they should complete the process within 10 minutes with minimal assistance, as verified by user testing.

User-Friendly Visualization Design

User Story: As aHR professional, I want intuitive visual representations of employee feedback so that I can easily understand complex data and share insights with my team.
Description: The User-Friendly Visualization Design requirement calls for creating intuitive visual representations of data collected through the Engagement Insights Dashboard. This will include charts, graphs, and heat maps that deliver complex insights in an easily digestible format. The goal is to enhance the dashboard's user experience, ensuring that HR professionals can quickly interpret data and share findings with stakeholders. This requirement is significant in making data insights accessible to non-technical users, thereby facilitating informed decision-making throughout the organization.
Acceptance Criteria: Display of Engagement Insights through Interactive Charts and Heat Maps

Given the user is on the Engagement Insights Dashboard, when they view the engagement data, then interactive charts and heat maps should be displayed with clear labels and legends to facilitate understanding.

Real-Time Data Updates in Visualization

Given the user has opened the Engagement Insights Dashboard, when new employee feedback is submitted, then the visual representations should automatically update within two minutes to reflect the latest data.

Accessibility Features for Non-Technical Users

Given the user is accessing the Engagement Insights Dashboard, when they interact with the visual data, then tooltips and simple explanations should appear to aid non-technical users in understanding the data presented.

Comparison of Engagement Levels Over Time

Given the user is utilizing the Engagement Insights Dashboard, when they select a time range, then the dashboard should display comparative graphs showing engagement levels over that specific timeframe, including a clear indication of trends.

Customization Options for Data Visualization

Given the user is on the Engagement Insights Dashboard, when they select customization options, then they should be able to choose which data points to display, adjust chart types, and apply filters to refine data presented.

Export Functionality for Stakeholder Reporting

Given the user is reviewing visual data on the Engagement Insights Dashboard, when they choose to export the data, then a downloadable report should be generated in PDF format that includes all visualizations and data points selected.

Feedback Mechanism for Improvement of Visualization Design

Given the user has interacted with the Engagement Insights Dashboard, when they submit feedback regarding usability, then a confirmation message should appear, and the feedback should be logged for future review by the development team.

Goal Setting Wizard

The Goal Setting Wizard is an intuitive tool that guides Diversity Champions through establishing achievable diversity metrics and targets based on historical data and benchmarks. This feature simplifies the goal-setting process, breaking it down into manageable steps, which enhances accountability and focus on improvement while promoting engagement throughout the organization.

Requirements

Historical Data Analytics

User Story: As a Diversity Champion, I want to analyze historical diversity data to understand trends and set achievable goals so that I can create a focused and informed action plan for improvement.
Description: This requirement involves the integration of a robust analytics engine that processes historical data related to diversity metrics within the organization. By leveraging historical data, the Goal Setting Wizard can derive actionable insights and benchmarks that aid Diversity Champions in setting realistic and attainable diversity goals. The analytics engine will empower users to visualize trends, understand past performance, and align future objectives with proven data points, ensuring that diversity efforts are grounded in factual analysis rather than assumptions.
Acceptance Criteria: As a Diversity Champion, I want to analyze historical diversity metric trends in HRHarmony so that I can set informed and realistic diversity goals for the upcoming quarter.

Given that I have access to historical diversity metrics, when I use the analytics engine, then I should be able to visualize trends over the past year and compare them against industry benchmarks.

As a Diversity Champion, I want the Goal Setting Wizard to automatically calculate suggested diversity targets based on historical data so that I can focus on actionable goals.

Given that I input my organization's historical data into the Goal Setting Wizard, when the data is processed, then it should generate at least three suggested diversity targets based on that data.

As a user of the HRHarmony platform, I want to see visual representations of my diversity metrics over time so that I can easily track progress and identify areas of improvement.

Given that historical diversity data is available, when I navigate to the analytics dashboard, then I should see clear graphical representations of diversity metrics, including trends and performance indicators.

As a Diversity Champion, I want to receive alerts when the diversity metrics fall below established thresholds so that I can take timely action to address potential issues.

Given that I have set thresholds for key diversity metrics, when any metric drops below its threshold, then the system should automatically send me an alert through email or the platform's notification system.

As a Diversity Champion, I want to have the option to filter historical data by department or team so that I can understand specific areas that require targeted improvement.

Given that I access the data analytics section of the Goal Setting Wizard, when I apply filters for departments or teams, then the displayed historical data should adjust accordingly to reflect the selected criteria.

As a Diversity Champion, I want to compare my organization's diversity metrics against predefined industry benchmarks so that I can assess our performance effectively.

Given that I am using the analytics tool, when I select a specific diversity metric, then the system should present a comparison of my organization's data against industry benchmarks, highlighting areas of strength and weakness.

Step-by-Step Goal Setting Framework

User Story: As a Diversity Champion, I want a clear step-by-step wizard to guide me in setting diversity goals so that I can follow a structured process that builds accountability and promotes engagement.
Description: The implementation of a step-by-step framework is required to guide users through the goal setting process. This framework will include predefined stages that assist users in clarifying objectives, identifying metrics, and setting targets. Each step will provide tips and examples related to best practices in diversity goal formulation. Ensuring that users feel supported throughout the process will lead to higher engagement and commitment towards achieving their diversity goals, promoting accountability and measurable outcomes.
Acceptance Criteria: Users are able to access the Goal Setting Wizard after logging into the HRHarmony platform, allowing Diversity Champions to initiate the goal setting process seamlessly.

Given that a user is logged into the HRHarmony platform, when they navigate to the Goal Setting Wizard, then they should see a clearly labeled entry point to start the goal setting process.

As users progress through each step of the goal setting framework, they receive relevant tips and best practice examples to aid in understanding and formulating their diversity goals.

Given that users are at each stage of the goal setting framework, when they reach that step, then they should see tailored tips and examples displayed on the screen.

Users can set measurable diversity targets based on historical data input into the framework, ensuring that the goals are realistic and achievable.

Given that users have input historical data, when they reach the targets setting stage, then they should have the option to select or input targets that are quantitatively measurable and aligned with the provided historical data.

Diversity Champions can save their progress in the goal setting process, allowing them to revisit their goals and continue as needed without losing prior work.

Given that a user is in the Goal Setting Wizard, when they save their progress, then their entered data and selected parameters should be stored securely and retrievable for future sessions.

At the completion of the goal setting process, users receive a summary of their established diversity goals and metrics, reinforcing their understanding and accountability.

Given that users finish all steps of the goal setting wizard, when they reach the summary page, then they should see a clear and comprehensive recap of all goals and metrics they have established along with suggested next steps.

Users receive feedback on their diversity goals generated from the system’s AI-driven features, which helps refine their targets based on organizational standards and benchmarks.

Given that users complete the goal setting process, when they view their final goals, then they should receive additional AI-driven recommendations for improvement based on the company’s benchmarks.

The system tracks the engagement of users while they utilize the Goal Setting Wizard, providing insights on how users interact with each step of the framework.

Given that users are interacting with the Goal Setting Wizard, when they complete the goal setting process, then an engagement report shall be generated providing analytics on user interactions and time spent on each step.

Integration with Performance Tracking Tools

User Story: As a Diversity Champion, I want the Goal Setting Wizard to integrate with our performance tracking tools so that I can monitor progress in real time and make necessary adjustments to our diversity objectives.
Description: This requirement entails the seamless integration of the Goal Setting Wizard with existing performance tracking tools within HRHarmony. By enabling real-time tracking of progress against the established diversity goals, this integration will facilitate ongoing evaluation and adjustments as necessary. The ability to link goal performance with employee engagement metrics enhances the feedback loop, enabling HR professionals to make data-driven decisions that support diversity initiatives on both individual and organizational levels.
Acceptance Criteria: Integration of Goal Setting Wizard with Performance Tracking Tools

Given that the Goal Setting Wizard is accessed, when the user navigates to the performance tracking section, then the user should see the established diversity metrics and targets integrated with the performance tracking tools in real-time.

Real-time progress tracking of diversity goals

Given that diversity goals have been set, when the user updates metrics within the Goal Setting Wizard, then the performance tracking tools should reflect the updated progress instantly without any delay.

Feedback loop enhancement through performance tracking

Given that performance tracking tools are integrated, when an employee's engagement metrics are updated, then the Goal Setting Wizard should allow HR professionals to view the impact of those engagement metrics on diversity goals.

User accessibility during the integration process

Given that the integration of the Goal Setting Wizard and performance tracking tools is in progress, when users access either tool, then they should experience no disruption in functionalities or access to historical data.

Error handling during performance tracking updates

Given that an update is made to the performance tracking data, when an error occurs during integration, then the system should provide a user-friendly error message and a prompt to retry the update.

Performance reporting on diversity metrics

Given that the integration is successful, when HR professionals generate reports on diversity goals, then the reports should include metrics from both the Goal Setting Wizard and performance tracking tools, clearly indicating overall progress.

Mobile accessibility of integrated tools

Given that the HRHarmony platform supports mobile accessibility, when a user accesses the Goal Setting Wizard from a mobile device, then they should be able to view and interact with the performance tracking tools seamlessly.

User Feedback Mechanism

User Story: As a user of the Goal Setting Wizard, I want to provide feedback on my experience so that the tool can be improved based on real user needs and preferences.
Description: To continuously improve the Goal Setting Wizard, a user feedback mechanism must be incorporated. This requirement involves creating a straightforward process for users to submit their feedback regarding the goal-setting experience, the tool's functionality, and the clarity of the guidance provided. By gathering insights directly from users, the development team can prioritize enhancements and ensure the feature evolves to meet user needs effectively, fostering a culture of continuous improvement within the platform.
Acceptance Criteria: Users can access the feedback mechanism through the Goal Setting Wizard interface after completing their goal-setting process.

Given a user has completed their goals, when they navigate to the feedback section, then they should see a prompt to provide feedback about their experience and functionality of the tool.

The feedback submission process allows users to provide comments and rate their experience on a scale of 1 to 5.

Given a user is in the feedback section, when they enter comments and select a rating from 1 to 5, then the system should accept and confirm the feedback submission.

Users receive confirmation of their feedback submission and an estimated timeline for reviewing the feedback.

Given a user has successfully submitted their feedback, when they check the screen, then they should see a confirmation message and an estimated timeline for when their feedback will be reviewed.

Users can easily access the feedback mechanism without experiencing navigation issues within the Goal Setting Wizard.

Given a user is within the Goal Setting Wizard, when they attempt to navigate to the feedback section, then they should be able to do so without any errors or issues.

The feedback mechanism captures user information, such as role and duration of using the Goal Setting Wizard, to contextualize feedback.

Given a user is submitting feedback, when they are prompted to provide additional details such as their role and experience duration, then this information should be stored along with their feedback for analysis.

Feedback analysis reports are generated weekly to track common user issues and suggestions for improvement.

Given that feedback has been collected, when the weekly report is generated, then it should include common themes and actionable insights based on user submissions.

Users can report specific issues or bugs encountered in the Goal Setting Wizard via the feedback mechanism.

Given a user experiences a specific issue while using the Goal Setting Wizard, when they access the feedback mechanism, then there should be a field available for reporting the issue with details.

Customizable Templates for Goal Setting

User Story: As a Diversity Champion, I want to customize the goal-setting templates so that I can align them with the specific needs and culture of our organization, making them more relevant and engaging for our teams.
Description: The Goal Setting Wizard should offer customizable templates that allow users to tailor their goal-setting process to the specific needs and context of their organization. This flexibility will enable Diversity Champions to create diverse goals that resonate with their unique workplace culture and requirements. Providing a variety of templates, such as templates for different departments or roles, encourages engagement and ensures that diversity goals are relevant and impactful across various teams.
Acceptance Criteria: Diversity Champions access the Goal Setting Wizard to select from a variety of customizable templates tailored to different departments in their organization.

Given that the user is logged in as a Diversity Champion, when they navigate to the Goal Setting Wizard, then they should see at least five customizable templates categorized by department.

A Diversity Champion customizes a chosen template by inputting specific diversity metrics and targets relevant to their department.

Given that a user has selected a customizable template, when they add their department-specific diversity metrics and target dates, then the customized template should save without errors and display all inputs correctly on the review screen.

The user evaluates the ease of use and engagement level of the template customization process by gathering feedback from team members.

Given that the user has shared the customized template with team members, when the team members provide feedback, then at least 80% of the feedback received should indicate that the template is easy to use and relevant to their roles.

A diversity goal is set and tracked using a customized template, where the Diversity Champion monitors progress over time.

Given that the Diversity Champion has set a diversity goal using a customized template, when they check on the progress after one month, then the goal tracking dashboard should display the latest progress percentage and any updated metrics related to their diversity goals.

Diversity Champions want to clone an existing customizable template to create a new one for another department.

Given that a user is viewing an existing customized template, when they choose to clone that template for another department, then the system should create a new instance of the template with all previous inputs editable for the new department.

The Goal Setting Wizard needs to include a help guide for users unfamiliar with the template customization process.

Given that the user is in the Goal Setting Wizard, when they click on the 'Help' icon, then a comprehensive guide explaining the template customization process should be displayed, including examples and FAQs.

A Diversity Champion can delete a customized template if it is no longer needed.

Given that a user is viewing their list of customized templates, when they select a template and choose the 'Delete' option, then a confirmation prompt should appear, and upon confirmation, the template should be removed from their list without any errors.

Success Stories Library

The Success Stories Library compiles real-life examples of successful diversity and inclusion initiatives within the organization and industry. This feature serves as a source of inspiration and best practices for Diversity Champions to learn from, helping them to create impactful strategies that promote diversity and build a sense of community among employees.

Requirements

Diversity Stories Submission

User Story: As an employee, I want to share my diversity success story so that it can inspire others and contribute to our community-building efforts.
Description: This requirement enables employees to submit their own diversity and inclusion success stories to be considered for addition to the Success Stories Library. It includes a user-friendly submission form where users can share their personal experiences or initiatives that contributed to diversity within the organization. This feature enriches the library with authentic narratives that foster community and inspire others while providing a structured way for the organization to collect and curate valuable content for its initiatives.
Acceptance Criteria: Diversity Stories Submission - Submission Process

Given that an employee is logged into their HRHarmony account, when they navigate to the 'Submit Diversity Story' section, then they should see a clearly marked submission form with input fields for their name, email, story title, and story description.

Diversity Stories Submission - Required Fields Validation

Given that an employee fills out the submission form, when they submit the form with any of the required fields left blank, then they should receive a clear error message indicating which fields are required before submission can be completed.

Diversity Stories Submission - Submission Confirmation

Given that an employee has successfully submitted their diversity story, when the form is submitted, then they should receive a confirmation message on screen stating that their submission has been received and will be reviewed.

Diversity Stories Submission - Content Guidelines Enforcement

Given that an employee submits a diversity story, when the content of the story does not adhere to the established guidelines (e.g., offensive language, unrelated topic), then the submission should be rejected with a specific reason provided to the user.

Diversity Stories Submission - Review Process

Given that submissions have been received, when an admin reviews the stories, then they should be able to approve or reject submissions with a clear indication of their decision status and the reasons for rejection, if applicable.

Diversity Stories Submission - Story Publication

Given that a diversity story has been approved by an admin, when the story is published, then it should be displayed in the Success Stories Library with the author's name and the submission date visible to all users.

Success Stories Categorization

User Story: As a Diversity Champion, I want to filter success stories by category so that I can easily find relevant examples to utilize in my initiatives.
Description: This feature allows the Success Stories Library to categorize stories based on various themes such as mentorship, community outreach, or inclusive practices. The categorization enhances usability and allows users to easily find relevant stories that resonate with their interests or specific goals. This structured approach benefits Diversity Champions by providing targeted examples that can be adapted to their contextual needs, driving effective strategy creation.
Acceptance Criteria: Accessing the Categorization Feature in the Success Stories Library

Given the user is on the Success Stories Library page, when they click on the 'Categorize' button, then they should be presented with a list of available themes for categorization.

Filtering Stories by Selected Categories

Given the user has selected a category from the categorization list, when they apply the filter, then the displayed stories should only include those that match the selected category.

Adding a New Story with Categories

Given the user is adding a new success story, when they complete the story details and select one or more categories, then the story should be saved under the selected categories in the library.

Editing an Existing Story's Categories

Given the user is viewing an existing success story, when they edit the story categories, then the updated categories should be reflected in the library upon saving the changes.

Viewing All Stories in a Selected Category

Given the user selects a specific category from the categorization menu, when they navigate to that category view, then they should see all stories that fall under that category.

Ensuring Accessibility of Categorized Stories for Different User Roles

Given an admin user and a general user are accessing the library, when they browse categorized stories, then both users should see all available categorized stories based on their access level.

Providing Suggestions for Popular Categories Based on Usage

Given the user is accessing the Success Stories Library, when they navigate to the categorization section, then the system should suggest popular categories based on previous user interactions and usage data.

Story Feedback Mechanism

User Story: As a reader of success stories, I want to provide feedback on the stories I read so that I can engage with others and contribute to ongoing improvements in our diversity initiatives.
Description: The Story Feedback Mechanism enables users to provide feedback and comments on each success story in the library. This interactivity promotes engagement by allowing readers to express appreciation, share additional insights, or suggest related initiatives. By fostering discussion and collaboration, this requirement enhances the community feel of the platform and encourages continuous contribution and improvement of diversity practices.
Acceptance Criteria: Users can access the Story Feedback Mechanism on each success story page in the Success Stories Library.

Given a user is on a success story page, when they scroll down, then they should see the feedback section clearly displayed with an input field for comments and feedback options.

Users can submit feedback on a success story in the library.

Given a user has entered their feedback in the input field, when they click the submit button, then their feedback should be successfully submitted and a confirmation message should appear.

Users can view previously submitted feedback on each success story in the library.

Given a success story page is displayed, when the user scrolls to the feedback section, then they should see a list of all feedback submitted for that story, including usernames and timestamps of submissions.

Users can respond to existing feedback on a success story.

Given a user sees feedback already submitted, when they click the reply button next to a feedback comment, then they should be able to add a response that will be displayed as a threaded comment.

Users are notified of new feedback on stories they have previously engaged with.

Given a user has submitted feedback on a story, when a new comment is added to that story, then they should receive a notification within the platform indicating there is new feedback to view.

Users can report inappropriate feedback on a success story.

Given a user sees feedback that they consider inappropriate, when they click the report button next to the feedback, then the system should log the report for review without disclosing the user’s identity.

The feedback mechanism supports upvoting and downvoting feedback entries.

Given a user views feedback on a success story, when they click the upvote or downvote button, then the corresponding count should increase or decrease accordingly and reflect in real time.

Impact Tracking Dashboard

User Story: As an HR professional, I want to view analytics on the Success Stories Library so that I can assess its effectiveness and impact on our diversity initiatives.
Description: An Impact Tracking Dashboard will offer analytics related to the usage and impact of the Success Stories Library. It will track metrics such as the number of stories viewed, comments made, and initiatives inspired by the stories. By analyzing this data, HR teams can evaluate the effectiveness of the Success Stories Library in fostering diversity and inclusion, helping to identify areas for improvement and increase the resource's value.
Acceptance Criteria: View Impact Metrics for Success Stories Library

Given that a user has accessed the Impact Tracking Dashboard, when they select a specific Success Story, then the dashboard should display metrics including number of views, comments, and initiatives inspired by that story in real-time.

Filter Metrics by Date Range

Given that a user is on the Impact Tracking Dashboard, when they set a custom date range, then the dashboard should update to show metrics only for Success Stories viewed within that specified range.

Export Impact Data

Given that a user navigates to the Impact Tracking Dashboard, when they click the 'Export' button, then all displayed metrics should be downloadable in CSV format for further analysis.

Aggregate Metrics for Diversity Initiatives

Given that the Impact Tracking Dashboard is displaying metrics, when the user requests an overview of initiatives inspired across all Success Stories, then the dashboard should show total metrics including total stories viewed and average comments per story for the organization.

User Engagement Feedback Collection

Given that the Impact Tracking Dashboard displays metrics, when the user initiates a feedback collection process, then the system should provide options to collect qualitative feedback related to the Success Stories viewed and their impact on user engagement.

Visualize Metrics with Graphs

Given that a user is viewing the Impact Tracking Dashboard, when they select 'Visualize' for specific metrics, then the dashboard should generate charts or graphs representing the data trends over time for easy interpretation.

Integration with Onboarding Modules

User Story: As a new hire, I want to access diversity success stories during my onboarding so that I can understand the company's commitment to inclusion and feel welcomed into the workplace culture.
Description: This requirement entails integrating the Success Stories Library into the onboarding modules for new hires. New employees will have access to success stories as part of their introduction to the company's culture and commitment to diversity and inclusion. By embedding real-life examples into the onboarding process, new hires can better understand the company values and feel more connected to their colleagues and the organization.
Acceptance Criteria: New hires accessing the Success Stories Library during their onboarding process to learn about diversity and inclusion initiatives within the company.

Given a new hire is logged into the onboarding module, when they navigate to the Success Stories Library, then they should see a curated list of diversity and inclusion success stories with appropriate titles and summaries.

New hires completing the onboarding modules and providing feedback on the integration of the Success Stories Library.

Given a new hire has completed the onboarding module, when they complete the feedback survey, then they should be able to rate the relevance and impact of the Success Stories Library on their understanding of company culture on a scale of 1 to 5.

Diversity Champions utilizing the Success Stories Library as part of a training session for new hires.

Given a training session is being conducted by Diversity Champions, when new hires participate, then the Success Stories Library should be referenced at least three times and integrated into the conversation with specific examples.

Monitoring the engagement metrics of new hires accessing the Success Stories Library as part of their onboarding experience.

Given new hires have access to the Success Stories Library, when metrics are compiled after the onboarding period, then at least 75% of new hires should have accessed the library at least once during their onboarding.

Updating the content of the Success Stories Library to keep it relevant and inspiring for new hires.

Given the Success Stories Library has been integrated into the onboarding module, when quarterly content reviews are conducted, then at least 2 new diverse success stories should be added each quarter.

New hires searching and filtering success stories in the library based on specific categories of diversity and inclusion.

Given a new hire is using the Success Stories Library, when they apply a filter by category, then they should see a list of success stories that match the selected category.

Mobile Access to the Success Stories Library

User Story: As a remote employee, I want to access the Success Stories Library on my mobile device so that I can read success stories anytime and anywhere.
Description: This requirement focuses on ensuring that the Success Stories Library is accessible via mobile devices. A mobile-friendly design or dedicated app will allow employees to read and engage with success stories on the go, promoting greater participation and engagement. This accessibility is crucial for improving usage rates, especially among remote or field-based employees who may not have regular desktop access.
Acceptance Criteria: Mobile access for remote employees on a company-wide D&I training day.

Given that an employee is using a mobile device, when they access the Success Stories Library, then they should be able to view all success stories without any issues.

Diversity Champions reviewing success stories for strategic planning sessions.

Given that a Diversity Champion is logged into the HRHarmony app, when they navigate to the Success Stories Library, then they should be able to filter stories by categories such as 'Initiative Type' and 'Employee Feedback'.

Employees seeking inspiration during a lunch break using their smartphones.

Given that an employee is accessing the Success Stories Library during lunch break, when they are viewing a story, then the load time should not exceed 3 seconds.

New hires looking for successful diversity initiatives during the onboarding process.

Given that a new hire is on the onboarding checklist and is accessing the Success Stories Library, then they should be able to find a dedicated section for new hires that showcases relevant stories.

Field-based employees reading success stories while waiting for transport.

Given that a field-based employee is offline, when they previously accessed the Success Stories Library, then the app should allow them to access previously downloaded stories without internet connectivity.

Engagement metrics tracking by HR professionals after launching mobile access.

Given that HR professionals are checking engagement analytics, when they view the statistics post-launch, then there should be a minimum increase of 20% in unique mobile users accessing the Success Stories Library within the first month.

Employees sharing success stories on social media directly from the mobile app.

Given that an employee is viewing a success story, when they select the 'Share' option, then they should be able to share the story on at least two social media platforms seamlessly.

Press Articles

HRHarmony Launches to Revolutionize HR Management for SMBs: February 4, 2025 - Today marks a significant milestone in the world of human resources as HRHarmony officially launches its innovative HR software platform aimed specifically at small to medium-sized businesses (SMBs). Designed to automate essential HR tasks and streamline HR management processes, HRHarmony empowers organizations to focus on strategic initiatives that foster growth and enhance employee engagement.

In a landscape where HR responsibilities are becoming increasingly complex, HRHarmony arrives as a hero for business leaders. With its intuitive user interface, HRHarmony provides solutions for seamless onboarding, real-time performance tracking, and an AI-driven feedback loop that amplifies employee engagement. Unique features designed to address the unique challenges faced by SMBs include a comprehensive culture-builder toolkit, automated compliance updates, and personalized career path mapping tailored to create a thriving workplace environment.

"Our mission with HRHarmony is to transform HR from a traditional administrative function into a strategic partner in business growth," stated John Doe, CEO of HRHarmony. "By integrating advanced technology with human-centric design, we are empowering HR professionals to drive more impactful strategies, nurture talent, and improve the overall employee experience within their organizations."

HRHarmony is equipped with innovative features such as Instant Recognition, allowing employees to acknowledge their peers’ accomplishments in real-time, fostering a culture of appreciation and engagement. Additionally, the Feedback Loop Tracker enables organizations to monitor feedback exchanges between employees and managers, ensuring that valuable insights contribute to ongoing improvement initiatives.

Another groundbreaking feature, the Cultural Health Matrix, visually represents the overall well-being of an organization’s culture. This tool highlights strengths and areas needing attention, allowing Culture Builders to develop targeted initiatives that engage employees at every level. Moreover, the Engagement Gamification feature introduces badges and rewards for feedback participation, making employee engagement both fun and meaningful.

HRHarmony caters to a variety of user roles within an organization: from HR Strategists and Compliance Managers to Performance Coaches and Culture Builders—each equipped with relevant tools to elevate their contributions.

"We’ve designed HRHarmony keeping the needs of HR professionals in mind," explained Jane Smith, Chief Product Officer at HRHarmony. "Whether you are an Onboarding Coordinator facilitating new hires or a Diversity Champion focused on inclusive practices, every feature within HRHarmony serves a purpose to empower and elevate the workforce."

SMBs can expect HRHarmony to enhance operational efficiencies, improve talent management, and foster an inclusive culture by embedding continuous learning within the organization’s DNA. With ongoing compliance updates, organizations can also rest assured that they are staying ahead of regulatory changes affecting their workforce.

The launch of HRHarmony comes as many SMBs are grappling with high turnover rates and outdated HR practices. The platform’s data-driven insights and easy-to-use features are designed to mitigate these challenges and enhance the employee experience, ultimately leading to better retention rates and organizational performance.

For more information about HRHarmony, to request a demo, or to access exclusive launch promotions, visit www.hrharmony.com or contact the HRHarmony team directly at info@hrharmony.com.

Contact Information:
HRHarmony PR Team
Phone: (123) 456-7890
Email: press@hrharmony.com
Website: www.hrharmony.com

About HRHarmony:
HRHarmony is a pioneering HR software platform launched in 2025, designed specifically for small to medium-sized businesses. With a focus on automation, employee engagement, and strategic HR management, HRHarmony aims to empower organizations to create more effective, intuitive, and human-centric workplaces.

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HRHarmony Unveils Innovative Engagement Features to Transform Employee Experience: February 4, 2025 - HRHarmony, the newly launched HR software platform, is thrilled to announce a suite of innovative features aimed at transforming employee engagement for small to medium-sized businesses (SMBs). As organizations grapple with evolving workforce dynamics and mounting expectations from employees, HRHarmony emerges as a solution designed to foster a thriving workplace culture.

The newly unveiled features include the Engagement Gamification, which introduces an element of play into the feedback process, rewarding employees for their contributions and participation in surveys or feedback loops. This not only encourages cross-communication but also generates excitement around employee interactions, boosting morale and productivity in the workplace.

With HRHarmony's Mood Meter, employees can express their feelings in real time using simple emoji selections, offering HR professionals immediate insights into overall employee morale. This feature enables swift identification and resolution of issues, transforming workplace culture into a more open and responsive environment.

Moreover, HRHarmony has integrated the Feedback Adventure Map, a visual tool designed to guide new employees through their onboarding journey. This interactive map ensures that new hires are actively engaged in their integration process, allowing HR teams to track progress and provide timely support where needed.

"By continuously innovating our features, we are putting employee engagement at the forefront of HR practices," said Jane Smith, Chief Product Officer of HRHarmony. "Our goal is to break down barriers in communication and create an environment where every voice matters. With our gamified approach and user-friendly tools, we are setting the stage for a more engaged and satisfied workforce."

The ability to harness data-driven insights through the Engagement Improvement Dashboard allows HR teams to visualize engagement trends in real time, improving the effectiveness of employee engagement initiatives. By accessing actionable insights, HR leaders can pivot strategies quickly and develop tailored approaches based on employee feedback.

In conjunction with these new features, HRHarmony continues to emphasize the importance of a vibrant corporate culture by providing the Cultural Health Matrix. This tool delivers an overview of organizational culture, allowing HR professionals and leaders to allocate resources effectively for culture-building initiatives.

HRHarmony understands the pressing need for organizations to prioritize employee well-being and engagement, especially in this era of hybrid and remote work. With real-time analytics and cutting-edge technologies, HRHarmony empowers organizations to establish the engagement strategies necessary for success.

For more information about HRHarmony’s new engagement features or to request a demo, visit www.hrharmony.com or contact the HRHarmony team directly at info@hrharmony.com.

Contact Information:
HRHarmony PR Team
Phone: (123) 456-7890
Email: press@hrharmony.com
Website: www.hrharmony.com

About HRHarmony:
HRHarmony is a leading HR software platform established in 2025 with a focus on automating HR processes and enhancing employee engagement for small to medium-sized businesses. Designed with advanced technology and user-friendly features, HRHarmony aims to create more inclusive, effective, and efficient workplaces.

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HRHarmony Empowers SMBs with Cutting-Edge Compliance Management Tools: February 4, 2025 - HRHarmony is proud to announce the launch of its state-of-the-art compliance management tools designed to aid small to medium-sized businesses (SMBs) in navigating the complexities of HR regulations and compliance standards. With the ever-evolving landscape of labor laws and industry regulations, organizations require robust solutions that prioritize compliance without sacrificing operational efficiency.

The new features introduced in HRHarmony include the Regulation Radar, which provides real-time alerts about upcoming regulatory changes that could impact an organization’s HR practices. This proactive tool minimizes compliance risks and ensures that businesses can swiftly adapt to changes without disruption to their operations.

Additionally, the Audit Trail Viewer offers a comprehensive overview of all compliance-related activities, making it easier for Compliance Managers to track changes within HR processes. By promoting transparency, organizations can confidently navigate audits and demonstrate adherence to legal standards.

"Compliance is more than just a checkbox; it's a commitment to ethical practices and workforce protection," said John Doe, CEO of HRHarmony. "With our innovative compliance management tools, we equip SMBs with the necessary resources to stay ahead of regulatory changes, ensuring they can focus on driving productivity and growth."

The Compliance Training Organizer is another integral part of HRHarmony's compliance suite, allowing organizations to develop, assign, and track compliance training programs for their employees effectively. This tool fosters a culture of compliance awareness and equips the workforce with the knowledge necessary to meet regulatory expectations.

The Insights Generator further combats compliance-related challenges by automatically analyzing compliance data, highlighting potential issues that need attention. By streamlining compliance workflows, HRHarmony helps businesses mitigate risks while elevating organizational standards.

As SMBs increasingly face scrutiny regarding compliance matters, the introduction of HRHarmony’s comprehensive compliance management tools provides a significant advantage. By prioritizing regulatory adherence, organizations can reduce fines, enhance their reputation, and ultimately foster employee trust.

Organizations interested in exploring HRHarmony's powerful compliance management tools are encouraged to visit www.hrharmony.com for additional information and a request for demo options.

Contact Information:
HRHarmony PR Team
Phone: (123) 456-7890
Email: press@hrharmony.com
Website: www.hrharmony.com

About HRHarmony:
HRHarmony is an innovative HR software platform launched in 2025, created to cater to the unique needs of small to medium-sized businesses. With a focus on automation, employee engagement, and compliance management, HRHarmony aims to enhance human resources operations while driving organizational growth and developing inclusive workplace cultures.

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Product Details

Personas

Talent Nurturer

Workplace Innovator

Compliance Advocate

Diversity Champion

Product Ideas

Product Features

Instant Recognition

Requirements

Real-Time Achievement Display

Custom Recognition Messages

Peer Recognition Analytics

Gamification of Recognition

Mobile Recognition Access

Feedback Loop Tracker

Requirements

Real-time Feedback Visualizer

Feedback Trend Analysis

Goal-Setting Integration

Automated Follow-Up Reminders

Customized Feedback Templates

Feedback History Log

Real-Time Insights

Requirements

Dynamic Reporting Dashboard

Feedback Categorization System

Automated Alerts for Performance Trends

Employee Suggestion Box

Engagement Survey Customization

Integration with Third-Party Tools

Smart Suggestions

Requirements

Feedback Analysis Engine

Development Opportunity Identifier

Actionable Recommendations Dashboard

Integration with Learning Management Systems (LMS)

Performance Tracking Enhancements

Feedback Goal Setting

Requirements

Personalized Goal Creation

Progress Tracking Dashboard

Automated Reminder System

Feedback Integration for Goals

Peer Collaboration for Goal Setting

Anonymous Voice

Requirements

Anonymous Feedback Submission

Real-time Feedback Analytics

Feedback Collection Notifications

Feedback Categorization

User Analytics Dashboard

Engagement Gamification

Requirements

Gamification Badge System

Reward Redemption Store

Feedback Interaction Leaderboard

Gamification Analytics Dashboard

Customizable Gamification Settings

Cultural Health Matrix

Requirements

Interactive Metrics Dashboard

Real-time Collaboration Insights

Customizable Action Plans

Automated Feedback Mechanism

Cultural Health Benchmarking

Pulse Check Surveys

Requirements

Survey Creation Tool

Real-time Feedback Dashboard

Automated Reporting

Feedback Improvement Action Plans

Integration with Employee Profiles

Feedback Publicity Mechanism

Sentiment Analyzer

Requirements

AI Sentiment Classification

Sentiment Trend Reporting