Employee Engagement Software

PulseCheck

Catch Burnout Before It Ignites

PulseCheck equips HR managers and startup team leads with real-time, automated sentiment surveys, instantly visualizing employee morale shifts. Its live dashboard and AI-driven alerts empower leaders to detect burnout as it develops and recommend immediate actions, reducing costly turnover and response delays before they spiral into bigger organizational risks.

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Product Details

Explore this AI-generated product idea in detail. Each aspect has been thoughtfully created to inspire your next venture.

Vision & Mission

Vision: Empower every team worldwide to build vibrant, resilient cultures where every employee’s voice drives meaningful, immediate positive change.
Long Term Goal: Within 5 years, enable one million teams to cut employee turnover by 30% and boost engagement scores by 40% through real-time, actionable insights into organizational health.
Impact: Reduces voluntary employee turnover by 30% in high-growth startups and cuts HR response time to engagement issues from two weeks to under 24 hours, enabling people leaders to proactively retain talent and resolve morale risks before they escalate.

Problem & Solution

Problem Statement: HR managers and team leads in high-growth startups miss early signs of employee burnout and disengagement because current engagement tools provide only delayed, aggregated reports, lacking real-time visibility and actionable guidance for immediate intervention.
Solution Overview: PulseCheck delivers real-time, automated micro-surveys to employees and instantly visualizes mood shifts on a live dashboard, enabling HR managers to spot burnout as it emerges and act immediately with AI-recommended interventions—all before issues turn into costly turnover.

Details & Audience

Description: PulseCheck automates real-time sentiment surveys for HR managers and team leads, giving instant visibility into employee morale and engagement. Leaders spot burnout and disengagement before they spread, cutting turnover and response times dramatically. Its live dashboard visualizes mood shifts hour by hour, not monthly, and AI-driven alerts recommend concrete actions to improve team well-being in the moment.
Target Audience: HR managers and people leaders (28-45) in high-growth startups urgently seeking real-time engagement insights.
Inspiration: After a late-night call from a friend who was quitting her job—exhausted, unseen, and unsupported—I realized her manager only learned about her burnout after she handed in her notice. That moment of helplessness stuck with me, sparking the idea for PulseCheck: a way for leaders to see emotional shifts as they happen and step in before it’s too late.

User Personas

Detailed profiles of the target users who would benefit most from this product.

Time-Saver Theo

- 35-year-old operations manager at 150-employee firm - Bachelor's degree in business administration - Oversees a 30-person cross-functional team - Annual budget authority under $50K for tools

Background

He led process improvements in manufacturing, migrating teams to cloud tools. Frustrated by manual morale surveys, he lost hours compiling results. PulseCheck's automation streamlines his weekly reporting.

Needs & Pain Points

Needs

1. Quickly identify team morale dips in seconds 2. Reduce manual survey preparation and result compilation 3. Integrate sentiment data into existing dashboards

Pain Points

1. Time wasted exporting and cleaning survey data 2. Email overload from separate feedback channels 3. Risk of missing burnout signals between surveys

Psychographics

- Obsessed with workflows and efficiency gains - Values clear data over anecdotal feedback - Prefers automated solutions to manual tasks - Seeks tools that integrate seamlessly

Channels

1. Slack integrations for instant alerts 2. Email digests for end-of-week summaries 3. Microsoft Teams bot for quick checks 4. LinkedIn professional group discussions 5. Product Hunt for tool discovery

Detail Dana

- 29-year-old project manager in tech startup - Master's in project management specialization - Oversees five concurrent project teams - Handles budgets under $20K per project - Regular presenter at internal data reviews

Background

Dana started as a QA analyst, auditing user feedback and refining reporting tools. Her passion for precision evolved into project management, where she demands exact sentiment segmentations to tailor strategies.

Needs & Pain Points

Needs

1. Deep sentiment segmentation by team and department 2. Ability to customize survey questions at need 3. Exportable, field-level data for cross-analysis

Pain Points

1. Lack of fine-grained sentiment filtering options 2. Inconsistent survey response tagging by department 3. Delayed data exports hinder prompt action

Psychographics

- Craves precise, department-level morale breakdowns - Trusts data accuracy above all else - Motivated by actionable, segmented insights - Values thoroughness in every report

Channels

1. Asana project updates for survey prompts 2. Jira integration for issue-triggered checks 3. Email CSV attachments for raw data 4. LinkedIn articles on data best practices 5. YouTube tutorials for advanced feature training

Coach Claire

- 45-year-old certified executive coach - Ten years coaching Fortune 500 teams - Freelances across multiple corporate clients - Travels 50 percent time for on-site sessions

Background

Claire began as an HR consultant before earning her leadership coaching certification. She witnessed morale declines too late in manual surveys, prompting her to adopt real-time tools for proactive client guidance.

Needs & Pain Points

Needs

1. Real-time morale data across multiple clients 2. Automated alerts for critical burnout signals 3. Custom coaching action templates per client

Pain Points

1. Manual client report assembly wastes coaching time 2. Late detection of team stress hinder recommendations 3. Inconsistent client data across different tools

Psychographics

- Passionate about proactive burnout prevention - Believes in data-driven coaching approaches - Motivated by client transformation stories - Values tools that enhance coaching credibility

Channels

1. Zoom webinars for product demos 2. Email newsletters for coaching tips 3. LinkedIn group discussions for coaches 4. Instagram stories for quick insights 5. Coaching platform integrations via app

Remote Raj

- 38-year-old engineering manager at a SaaS startup - Sixty percent team members working remotely internationally - Master's in computer science - Oversees agile teams across four time zones

Background

Raj transitioned his on-site team online during an acquisition. Struggling with low remote engagement and invisible burnout, he adopted sentiment tools to foster virtual cohesion.

Needs & Pain Points

Needs

1. Surveys accessible across time zones asynchronously 2. Visibility into individual isolation indicators 3. Suggestions for fostering virtual team bonding

Pain Points

1. Missed morale dips due to timezone gaps 2. Remote workers feeling disconnected and unsupported 3. Overlooked silent burnout in video-only check-ins

Psychographics

- Values equitable inclusion for remote team members - Motivated by maintaining global team cohesion - Prefers flexible, asynchronous communication - Seeks tools reducing remote miscommunication

Channels

1. Slack asynchronous survey prompts 2. Microsoft Teams daily check-in bots 3. Email for end-of-week morale summaries 4. GitHub integration for developer alerts 5. Reddit dev community discussions

Budget Ben

- 42-year-old owner of 20-person marketing agency - MBA with focus on entrepreneurship - Manages annual budget under $100K - Handles HR responsibilities personally

Background

After costly hires and resignations, Ben became cautious with HR investments. He manually surveyed his small team but needed automated, affordable tools to prevent turnover before costs escalate.

Needs & Pain Points

Needs

1. Low-cost, subscription-based sentiment surveys 2. Automated alerts before turnover spikes 3. Transparent pricing and ROI calculations

Pain Points

1. Limited HR budget hinders robust tools 2. Unexpected turnover erodes profit margins 3. Complex pricing models cause decision paralysis

Psychographics

- Highly cost-conscious with tight ROI demands - Prioritizes affordable, scalable HR solutions - Motivated by minimizing staff turnover costs - Values simplicity over feature overload

Channels

1. Email for budget plan proposals 2. QuickBooks integration for cost tracking 3. Small business forums on Facebook 4. Google Ads search for HR tools 5. Trustpilot reviews for vendor vetting

Product Features

Key capabilities that make this product valuable to its target users.

StressScore

Assigns each employee a real-time risk index based on sentiment trends and workload indicators, enabling HR and managers to quickly identify who needs immediate support before burnout escalates.

Requirements

Real-Time Stress Index Calculation

"As an HR manager, I want to see a real-time stress index for each employee so that I can intervene before burnout escalates."

Description

Develop a calculation engine that continuously computes a stress risk index for each employee by combining sentiment scores from survey responses with workload indicators. This engine should update scores in real time, ensuring that any shift in morale or task load is instantly reflected in the risk metric, enabling proactive intervention.

Acceptance Criteria

Initial Stress Index Computation

Given the system receives initial sentiment and workload data for an employee, when data is processed, then a stress index is computed within 2 seconds and stored in the database.

Live Update on New Survey Response

When a new survey response is submitted for an employee, then the stress index is recalculated within 5 seconds and the updated value is pushed to the dashboard service.

Integration with Workload Indicator Stream

Given real-time workload metrics update (tasks assigned or hours logged), when metrics change, then the stress index reflects the updated workload factors within 3 seconds.

Threshold-based Alert Trigger

Given an employee's stress index crosses 80%, when the threshold is breached, then an alert notification is generated and sent to the manager within 1 minute.

Dashboard Visualization Accuracy

Given the latest computed stress index in the database, then the dashboard displays the index value matching within 0.5% discrepancy of the stored value.

Sentiment Trend Analysis Engine

"As a team lead, I want the system to analyze sentiment trends over time so that I can understand if an employee’s morale is steadily declining."

Description

Implement an analytical module that examines historical sentiment data to detect upward or downward trends over configurable time windows. This module will feed the trend insights into the stress index calculation, improving its accuracy by accounting for momentum in sentiment changes.

Acceptance Criteria

Default 30-Day Trend Detection

Given historical sentiment data for the past 30 days is available When the analysis engine processes the data Then it identifies upward or downward trends with at least a 10% change sustained for 5 consecutive days

Configurable Time Window Analysis

Given an administrator sets a custom 14-day analysis window When the engine runs trend detection Then the results reflect sentiment momentum accurately for the specified 14-day period

Integration with Stress Index Calculation

Given trend insights are generated When feeding them into the StressScore algorithm Then the stress index adjusts by applying a momentum factor within a ±5% range of expected values

Real-Time Trend Update

Given new daily sentiment entries are available When the engine executes its scheduled run Then trend data is updated and available on the dashboard within 5 minutes

Insufficient Data Handling

Given fewer than 5 days of sentiment data exist When the engine attempts trend detection Then it returns an 'insufficient data' warning and does not produce a false trend result

Workload Indicator Integration

"As an HR analyst, I want the system to include workload data so that the stress index reflects both emotional and task-related pressures."

Description

Integrate with existing task management and time-tracking systems to ingest workload metrics (e.g., hours logged, number of assignments) for each employee. Normalize this data and feed it into the stress calculation engine to correlate workload spikes with sentiment shifts.

Acceptance Criteria

Connecting to Task Management API

Given valid API credentials, when the system requests task data, then at least 95% of active tasks for each employee are retrieved successfully within 5 seconds.

Validating Time-Tracking Data Ingestion

Given a new time-tracking entry, when the entry is created in the time-tracking system, then the system ingests the entry within 1 minute and stores it without data loss.

Normalizing Workload Data

Given raw workload metrics (hours logged, number of assignments), when the data is processed, then all values are normalized to a 0–1 scale and saved with employee identifiers.

Feed Data into Stress Calculation Engine

When normalized workload metrics are available, then the system feeds them to the stress calculation engine with accurate timestamps and employee IDs in every batch run.

Detecting Correlation between Workload and Sentiment

Given a workload spike and a corresponding sentiment drop, when both datasets are present for a user, then the stress scoring engine correlates them and updates the employee's StressScore within 5 minutes.

Risk Threshold Configuration

"As an HR administrator, I want to customize risk thresholds for different teams so that alerts are meaningful within each context."

Description

Provide a configuration interface that allows administrators to define and adjust thresholds for low, medium, and high stress risk levels. These thresholds should be customizable per team or department to accommodate different workload norms and cultural factors.

Acceptance Criteria

Admin Accesses Threshold Configuration Page

Given the user is an administrator, When they navigate to the 'Risk Threshold Configuration' page, Then the page displays input fields for low, medium, and high stress thresholds pre-populated with default or current values for all teams/departments.

Admin Sets Department-Specific Stress Thresholds

Given the administrator selects a specific department, When they enter numeric values for low, medium, and high thresholds and click 'Save', Then the system persists the new values for that department and displays a confirmation message 'Thresholds saved successfully'.

Admin Modifies Existing Thresholds

Given the administrator views existing thresholds for a team or department, When they update one or more threshold values and save the changes, Then an audit log entry is created recording the old values, new values, username, and timestamp, and the UI reflects the updated values.

Threshold Changes Persist Across Sessions

Given the administrator updates thresholds and logs out, When they log back in and revisit the Threshold Configuration page, Then the previously saved threshold values remain unchanged and are displayed correctly.

Invalid Threshold Input Handling

Given the administrator inputs non-numeric, negative, or overlapping threshold values (e.g., low max ≥ medium min), When they attempt to save, Then the system rejects the input, highlights the invalid fields, and displays an error message explaining the validation rules.

Immediate Alert Notification

"As a team lead, I want to receive instant alerts when an employee’s stress score enters a high-risk zone so that I can take timely action."

Description

Design an alerting system that generates and delivers notifications to HR managers and team leads when an employee’s stress index crosses a critical threshold. Notifications should be delivered via email, in-app messages, or SMS, with configurable escalation rules.

Acceptance Criteria

Stress Index Exceeds Critical Threshold

Given an employee’s stress index surpasses the critical threshold, when the system runs its hourly assessment, then an alert is generated and delivered within 5 seconds via email and in-app message to the assigned HR manager, and the alert is logged in the notification history.

Configurable Escalation After Unacknowledged Alert

Given an alert remains unacknowledged for 30 minutes, when escalation rules specify SMS escalation, then an SMS notification is sent to the team lead and HR manager, and the escalation event is recorded in the system audit log.

Multi-Channel Notification Delivery

Given a critical alert is triggered, when notifications are dispatched, then they are sent through all user-preferred channels (email, SMS, in-app), with delivery receipts confirmed for each channel, and up to three retry attempts on transmission failures.

Notification Customization Application

Given a user updates their alert preferences in account settings, when a critical stress alert occurs, then notifications follow the updated channels and escalation timing, and the system reflects the changes immediately without requiring a restart.

Alert Acknowledgment Tracking

Given a notification is delivered, when the recipient acknowledges the alert via the dashboard or email link, then the system records the acknowledgment timestamp, halts any pending escalations, and sends a confirmation notification back to the originator.

StressScore Dashboard Widget

"As an HR manager, I want a dashboard widget showing stress scores by team so that I can quickly identify and address areas of concern."

Description

Create a dashboard component that visually displays each employee’s current stress index, risk category, and trend indicator. The widget should support filtering by team, department, and risk level, and allow drill-down into individual sentiment and workload data points.

Acceptance Criteria

Filtering by Team

Given the dashboard is loaded, when the user selects a specific team from the Team filter dropdown, then the widget displays stress scores only for employees belonging to that team.

Filtering by Department

Given the dashboard is loaded, when the user selects a specific department from the Department filter dropdown, then the widget displays stress scores only for employees in that department.

Filtering by Risk Level

Given the dashboard is loaded, when the user selects one or more risk levels (e.g., Low, Medium, High) from the Risk Level filter, then the widget displays only employees whose stress index matches the selected risk levels.

Drill-Down into Individual Data

Given the widget displays a list of employees, when the user clicks on an individual employee’s row or stress index, then a detailed panel opens showing that employee’s sentiment trend chart and workload metrics.

Real-Time Trend Indicator Display

Given up-to-date sentiment and workload data is available, when the dashboard refreshes, then each employee’s trend indicator correctly reflects an increase, decrease, or no change in stress index compared to the previous data point.

Tiered Alerts

Generates multi-level notifications (low, medium, high) when individual sentiment crosses customizable thresholds, allowing leaders to prioritize interventions and allocate resources effectively.

Requirements

Threshold Configuration Interface

"As an HR manager, I want to configure sentiment thresholds for different alert levels so that I can tailor notifications to the unique needs of each team."

Description

Provide an intuitive UI for HR managers to define and customize sentiment score thresholds for low, medium, and high alert levels. This configuration tool should allow setting default values, adjusting sensitivity per team or individual, and saving multiple threshold profiles. The interface must validate inputs, display real-time preview of alert categorization, and integrate seamlessly within the PulseCheck settings module.

Acceptance Criteria

Default Threshold Setup

Given the HR manager navigates to the Threshold Configuration Interface When they access the default thresholds section Then default sentiment score thresholds for low, medium, and high alerts are displayed as pre-populated, editable values.

Customizing Thresholds for a Team

Given the HR manager selects a specific team When they adjust the sentiment threshold sliders or input fields Then the new threshold values are applied only to that team and saved immediately.

Saving Multiple Threshold Profiles

Given the HR manager configures a set of thresholds for a team or individual When they click 'Save as Profile' and provide a profile name Then the system stores the profile, lists it in the profiles dropdown, and allows it to be selected later.

Input Validation Enforcement

Given the HR manager enters a non-numeric or out-of-range value for a threshold When they attempt to save Then the interface displays an inline error message specifying the allowed range and prevents the save until corrected.

Real-time Alert Categorization Preview

Given the HR manager adjusts threshold values When they view the real-time preview section Then sample sentiment scores are categorized according to the updated thresholds and the preview updates instantly.

Multi-Channel Notification Delivery

"As a team lead, I want to receive high-priority sentiment alerts through my preferred channel so that I can respond promptly even when I’m away from my desk."

Description

Implement a notification system that sends tiered alerts via email, SMS, and in-app push notifications based on user preferences. Notifications should include context such as current sentiment score, trend indicators, and recommended actions. The system must honor Do Not Disturb windows, support group distribution lists, and retry failed deliveries automatically.

Acceptance Criteria

Tiered Alert Delivery to Individual User Across Preferred Channels

Given a user has enabled Email, SMS, and in-app push and the sentiment score crosses the high threshold, when the system triggers a high-tier alert, then notifications containing the sentiment score, trend indicator, and recommended action must be delivered via each enabled channel within one minute.

Respect Do Not Disturb Window for Notifications

Given a user’s Do Not Disturb window is active, when any tiered alert is triggered, then no notifications are delivered during the DND period and all pending alerts are dispatched immediately after the window ends.

Automatic Retry on Failed Notification Delivery

Given a notification attempt fails due to network or gateway errors, when the failure occurs, then the system retries delivery up to three times at five-minute intervals and if still unsuccessful, sends the alert via the user’s next preferred channel and logs the final delivery status.

Group Distribution List Notification Delivery

Given a team distribution list is configured, when a medium-tier alert is generated for that team, then the system sends the notification to each individual on the list using their personal channel preferences and records a single group dispatch log entry.

Customized Threshold and Channel Preferences Application

Given a user updates their sentiment threshold and channel preferences in settings, when the changes are saved, then all subsequent alerts respect the new threshold levels and channel selections and a test notification confirms the updated settings.

Escalation Rules Engine

"As an HR director, I want critical sentiment alerts to escalate to my attention if unaddressed, so that urgent morale issues don’t go unnoticed."

Description

Develop an escalation engine that automatically routes unresolved high-level alerts to next-tier stakeholders after a configurable time delay. The engine should support multi-step workflows, conditional branching based on alert age or subsequent sentiment changes, and automatic logging of escalation actions. Integration with existing organizational hierarchies and single sign-on must be ensured.

Acceptance Criteria

High-Level Alert Timeout Escalation

Given an active high-level alert that remains unresolved beyond the configured time delay, When the delay period elapses, Then the system automatically routes the alert to the next-tier stakeholder's dashboard and sends an email notification.

Conditional Escalation on Sentiment Change

Given a high-level alert has been escalated once, When the user’s sentiment score worsens by the defined percentage, Then the system escalates the alert further following the conditional workflow rules.

Multi-Step Workflow Execution

Given a high-level alert requires multi-step escalation, When each escalation step completes (either by time delay or user action), Then the system proceeds to the next step in the workflow until resolution or final escalation.

Automatic Escalation Action Logging

Given the system escalates an alert at any step, When the escalation action occurs, Then the system logs the timestamp, user who performed the escalation, target stakeholder, and reason code in the audit log.

Organizational Hierarchy and SSO Routing

Given a high-level alert escalation, When routing to the next-tier stakeholder, Then the system retrieves the stakeholder’s identity from the integrated organizational hierarchy and uses Single Sign-On for authentication.

Real-Time Dashboard Indicators

"As a startup team lead, I want to see a live view of active sentiment alerts on my dashboard so that I can quickly gauge team morale at a glance."

Description

Enhance the PulseCheck dashboard with visual markers that highlight current low, medium, and high-level alerts in real time. Indicators should include color-coded badges, trend arrows, and sortable tables. Hover tooltips must explain the alert context and include direct links to detailed sentiment reports.

Acceptance Criteria

Color-Coded Badges Visualization

Given the dashboard is loaded, when an individual crosses a low, medium, or high sentiment threshold, then a badge appears next to their name with the corresponding color (green for low, yellow for medium, red for high) and updates within 5 seconds of the threshold change.

Trend Arrow Updates

Given updated sentiment data, when an individual’s sentiment increases, decreases, or remains constant over the last 24 hours, then an up arrow, down arrow, or flat arrow appears next to their badge, accurately reflecting the sentiment delta.

Sortable Alerts Table

Given the alerts table is displayed, then the columns “Name,” “Alert Level,” “Trend,” and “Timestamp” are clickable, and when clicked, the table rows reorder ascending or descending by the selected column, preserving the sort order until a new sort action or page refresh.

Hover Tooltip Context

Given a user hovers over an alert badge or trend arrow, then a tooltip appears displaying the alert level, timestamp, a brief context summary, and a link labeled “View Detailed Report” that opens the full sentiment report in a new tab, remaining visible until the mouse leaves the element.

Real-Time Update Performance

Given the live sentiment data stream, when new data arrives, then all dashboard indicators (badges, arrows, and table contents) refresh seamlessly without a full page reload, within 3 seconds, and without UI flicker or data inconsistency.

Historical Alert Analytics

"As an HR analyst, I want to review patterns in past sentiment alerts so that I can identify recurring issues and measure the effectiveness of interventions."

Description

Provide reports and visualizations showing alert frequency, severity distribution, and resolution times over selectable time periods. The analytics module should allow exporting data, filtering by team or alert level, and generating automated weekly summaries. Integration with PulseCheck’s existing reporting engine is required.

Acceptance Criteria

Time-Period Alert Overview Visualization

Given a user selects a custom time range for historical alerts When the analytics dashboard loads Then it displays a time-series chart showing total alert counts per day grouped by severity matching the selected range

Team-Specific Alert Filtering

Given a user applies a filter for a specific team When the filter is activated Then the report updates to include only alerts generated by that team and recalculates metrics accordingly

Alert Severity Distribution Report

Given a user views distribution metrics for a chosen period When the distribution module renders Then it presents a chart showing the percentage breakdown of low, medium, and high alerts that matches the underlying dataset

Exporting Alert Data to CSV

Given a user clicks the export button When the export completes Then a CSV file is downloaded containing all currently visible alert records with columns matching the dashboard fields and correct data formatting

Automated Weekly Summary Delivery

Given it is the scheduled weekly summary time When the system runs the weekly report job Then an email with the week’s alert frequency, severity distribution, and average resolution times is sent to designated recipients

Response Playbooks

Offers curated action plans and conversation guides tailored to each alert level, helping managers confidently engage with employees using proven strategies to alleviate stress.

Requirements

Playbook Content Editor

"As an HR administrator, I want to author and update response playbooks so that managers always have access to current, best-practice guides."

Description

A robust interface allowing administrators to create, edit, categorize, and version conversation guides and action plans. It integrates with the main dashboard so that updated or new playbooks are immediately available to managers. The system supports rich text, templated sections, and multimedia embeds, ensuring playbooks are clear, comprehensive, and easily maintainable.

Acceptance Criteria

Creating a New Playbook

Given an administrator is on the Playbook Content Editor page When they enter a unique title, populate rich text sections with formatted text, insert at least one templated section, assign one or more categories, optionally embed an image or video, and click Save Then the system creates a new playbook record with the specified content, metadata, and multimedia, and displays a confirmation message

Editing an Existing Playbook

Given an administrator is viewing a published playbook When they click Edit, modify text, update templates, change categories or replace multimedia, and click Update Then the system saves a new version, retains prior versions for audit, and updates the live playbook content accordingly

Categorizing and Filtering Playbooks

Given the Playbook Content Editor dashboard displays multiple playbooks with category tags When an administrator selects one or more categories from the filter panel Then only playbooks matching all selected categories are displayed in the list

Versioning and Rollback

Given a playbook has been updated multiple times When an administrator selects a version history entry and clicks Rollback Then the system restores the selected version as the current version, increments the version number, and records the rollback event in the history log

Embedding Multimedia Content

Given an administrator is editing a playbook When they choose to insert an image or video embed, provide a valid URL or upload file under supported formats, and click Insert Then the multimedia appears inline in the content editor and renders correctly in preview and saved playbook

Instant Availability on Dashboard

Given a playbook has been created or updated When the administrator saves changes Then the new or updated playbook appears immediately in the manager dashboard’s playbook selection list without requiring a page refresh

Alert-to-Playbook Mapping

"As a team lead, I want each sentiment alert to automatically surface the right playbook so that I can respond immediately with relevant guidance."

Description

A configurable rules engine that automatically associates real-time sentiment alert levels with the appropriate playbook template. It ensures every alert triggers the correct action plan and conversation guide. Integration with the alerting module guarantees seamless mapping and reduces manual lookup errors.

Acceptance Criteria

Admin Configures Alert-to-Playbook Rules

Given an admin is on the rule configuration page When they map the 'High Burnout Risk' alert level to the 'Urgent Support Playbook' and save Then the new rule appears in the active mappings list with status 'Enabled'

Real-Time Alert Triggers Correct Playbook

Given a 'Moderate Burnout Risk' alert is received by the system When the mapping engine processes the alert Then the 'Stress Relief Resources Playbook' is automatically assigned to the alert and a notification is sent to the manager

Manager Customizes Playbook for Alert Level

Given a manager edits the playbook template for 'Low Burnout Risk' When they save their changes Then subsequent alerts at that level use the updated playbook content

System Integrates Alert Module with Mapping Engine

Given a sentiment alert triggers in the alerting module When the mapping engine is called via API Then the correct playbook ID is returned with HTTP status 200 within 200 milliseconds

Handle Missing Mapping Rules Gracefully

Given an alert with an undefined alert level is received When the mapping rules are evaluated Then the system assigns the default 'General Support Playbook' and logs a warning event

Dynamic Playbook Assignment

"As a startup team lead, I want to receive targeted playbooks for my specific alerts so that I’m guided by strategies tailored to my role."

Description

A service that dynamically assigns and push-notifies playbooks to managers based on their team’s latest sentiment alerts and individual manager roles. It leverages role-based access control to ensure managers receive only the playbooks relevant to their responsibilities.

Acceptance Criteria

Alert-Triggered Playbook Notification

Given a team sentiment alert of "High Stress" is generated for Team A, when the system processes the alert, then the relevant playbook for "High Stress" is pushed to the manager assigned to Team A within 2 minutes.

Role-Based Playbook Access

Given a manager with role "Team Lead" receives a "Burnout Warning" alert for their team, when accessing the playbook repository, then only playbooks applicable to "Team Lead" for "Burnout Warning" are visible and accessible.

No Duplicate Notifications

Given a manager has already received the playbook for a "Moderate Stress" alert in the last 24 hours, when a new "Moderate Stress" alert is generated within that 24-hour window, then no duplicate notification is sent.

Fallback for Missing Role Configuration

Given a manager with an unconfigured or undefined role receives an alert, when the system attempts to assign a playbook, then a default generic playbook is assigned and the operations team is notified for role configuration.

Successful Playbook Acknowledgment Tracking

Given a playbook notification is sent to a manager, when the manager acknowledges receipt in the app, then the system logs the acknowledgment with timestamp and updates the alert status to 'In Progress'.

Interactive Conversation Guide UI

"As a manager, I want an interactive guide during difficult conversations so that I can feel confident and maintain positive dialogue."

Description

An interactive user interface presented to managers when responding to alerts, featuring step-by-step conversation flow, suggested prompts, and real-time tip tooltips. It tracks manager interactions, allows note-taking, and ensures consistency and confidence in sensitive conversations.

Acceptance Criteria

Initiating Conversation Flow

Given a manager receives a high-risk alert and clicks 'Open Conversation Guide', When the Interactive Conversation Guide UI loads, Then the first step of the conversation flow with suggested prompts and navigation controls displays within 2 seconds.

Viewing Real-Time Tooltips

Given the conversation guide is active, When the manager hovers over a prompt icon, Then a context-sensitive tooltip appears within 0.5 seconds providing detailed guidance.

Taking and Saving Notes

Given the conversation guide is open, When the manager enters notes in the note-taking field and selects 'Save', Then the notes persist for the current conversation session and are retrievable upon UI reload.

Tracking Manager Interactions

Given the manager advances or revisits steps in the conversation guide, When each interaction occurs, Then the system logs the action with timestamp, step identifier, and manager ID in the audit log.

Session Persistence on UI Reload

Given the manager is mid-conversation and refreshes the page, When the UI reloads, Then the guide restores to the last viewed step with saved notes and tooltip states restored within 2 seconds.

Playbook Analytics Dashboard

"As an HR director, I want to review playbook effectiveness data so that I can refine strategies and improve employee support."

Description

An analytics dashboard that tracks playbook usage metrics, manager feedback, and resolution outcomes. Provides insights into which playbooks are most effective and identifies areas for content improvement. Integrates with the overall analytics module to correlate playbook use with sentiment trend changes.

Acceptance Criteria

Playbook Usage Metrics Overview

Given the dashboard is loaded When the manager selects a date range filter Then the system displays the total count of playbook executions per playbook within that range Given the metrics are displayed Then the system groups usage counts by playbook category and visualizes them in a sortable table and bar chart Given the metrics are loaded Then the system refreshes data within 5 seconds after any filter change

Manager Feedback Submission Tracking

Given a playbook execution record When a manager submits feedback Then the system records feedback type and associates it with the playbook ID and execution timestamp Given feedback entries exist When the manager filters by feedback type Then the dashboard displays only execution records matching that feedback Given feedback metrics are displayed Then the system shows feedback distribution percentages per playbook over the selected period

Resolution Outcome Correlation

Given resolution outcomes are recorded When a manager marks an outcome as successful or unsuccessful Then the system links that outcome with the corresponding playbook execution ID Given outcomes and usage data exist When the dashboard is filtered by outcome type Then the system displays the count of playbook executions leading to successful resolutions Given the outcome correlation is displayed Then the system computes and displays the success rate percentage for each playbook

Effective Playbook Identification

Given aggregated usage and outcome data When the dashboard is queried Then the system ranks playbooks by success rate in descending order Given the ranking is displayed Then the system highlights the top three playbooks based on highest success rates Given a new playbook is added When it has at least five executions Then the system includes it in the effectiveness ranking

Sentiment Trend Impact Analysis

Given date filters are applied When the system retrieves sentiment trend data Then it correlates playbook usage frequency with changes in average sentiment scores per week Given correlation data is displayed Then the system presents a line chart overlaying playbook usage count and average sentiment score Given the data is updated Then the system allows exporting the sentiment-playbook correlation report as CSV

Rapid Check-In

Automates one-click scheduling for quick one-on-one sessions with at-risk employees, ensuring timely, human-centric follow-ups and reinforcing a culture of care and support.

Requirements

Risk Profile Detection

"As an HR manager, I want the system to automatically identify at-risk employees so that I can proactively reach out before issues escalate."

Description

Analyze real-time sentiment survey data to automatically identify employees whose morale has dropped below predefined thresholds or who show signs of burnout, and flag them as at-risk for follow-up.

Acceptance Criteria

Threshold Breach Detection

Given a new sentiment survey response for an employee, when the computed morale score falls below the predefined threshold, then the system automatically flags the employee as 'at-risk' and displays the flag in the risk dashboard within two minutes.

Sudden Drop Alert

Given an employee's current morale score drops by more than 20% compared to their average over the past month, when the new survey is submitted, then the system generates an 'at-risk' alert and sends a notification email to the assigned HR manager within five minutes.

Sustained Low Morale Identification

Given an employee has three consecutive daily morale scores below the threshold, when the third day's survey is processed, then the system upgrades the risk status to 'high-risk' and schedules a rapid check-in in the one-on-one session queue automatically.

Burnout Keyword Analysis

Given an open-text survey response containing predefined burnout keywords (e.g., 'exhausted', 'overwhelmed'), when the text is analyzed, then the system flags the response, associates a burnout risk tag with the employee profile, and notifies the team lead.

Real-Time Processing Performance

Given incoming sentiment data, when the data ingestion service receives responses, then the system processes and updates risk statuses in the live dashboard with no more than a two-minute delay 99% of the time in the past 24 hours.

One-Click Session Scheduling

"As an HR manager, I want to schedule a follow-up meeting with a single click so that I save time and ensure prompt check-ins."

Description

Provide a dedicated one-click action within the dashboard that instantly opens a scheduling modal pre-filled with available time slots for both the manager and the at-risk employee, enabling immediate meeting setup.

Acceptance Criteria

Manager Initiates Scheduling

Given a manager is viewing the PulseCheck dashboard, when they click the one-click schedule button, then the scheduling modal opens within one second.

Mutual Availability Display

Given the scheduling modal is open, when it fetches calendar data for both the manager and the at-risk employee, then it displays only the mutually available time slots within the next seven days.

No Common Slots Handling

Given there are no mutually available slots in the next seven days, when the manager opens the scheduling modal, then a notification 'No common availability found' is displayed and a 'Suggest Alternatives' option is provided.

Meeting Confirmation

Given the manager selects a time slot and clicks 'Confirm', when the selection is processed, then both the manager and the employee receive an email invite with the calendar event details and the modal displays a 'Meeting Scheduled' confirmation message.

Calendar Event Creation

Given the meeting is confirmed, when the backend creates the event, then the event appears in both the manager’s and employee’s integrated calendars with the correct date, time, and meeting link.

Calendar Integration

"As a team lead, I want scheduled sessions to appear in my calendar automatically so that I don’t miss any follow-ups."

Description

Seamlessly integrate with major calendar platforms (Google Calendar, Outlook) to automatically create, update, and synchronize scheduled one-on-one sessions in both participants’ calendars.

Acceptance Criteria

Initial Event Creation Sync

Given an HR manager schedules a one-on-one in PulseCheck, when the event is created, then a matching event appears in both the manager’s and employee’s Google or Outlook calendar within 5 seconds, with correct title, date, time, duration, and meeting link.

Event Update Propagation

Given a previously scheduled session is rescheduled or its details are edited in PulseCheck, when changes are saved, then the corresponding calendar events for both participants are updated automatically within 5 seconds, reflecting the new date, time, duration, and details, without creating duplicate events.

Event Cancellation Handling

Given a scheduled session is canceled in PulseCheck, when the cancellation is confirmed, then the corresponding events in both participants’ calendars are removed within 5 seconds.

Time Zone Consistency

Given participants are in different time zones, when a session is scheduled or updated in PulseCheck, then the event time is converted correctly to each participant’s local time zone in their calendar without manual adjustment.

Conflict Detection Alert

Given a participant already has a conflicting event in their calendar, when a one-on-one is scheduled in PulseCheck, then a warning notification is displayed in the PulseCheck UI indicating the conflict and suggesting alternative time slots.

Automated Reminder Notifications

"As an employee, I want reminders so that I don’t forget scheduled check-ins."

Description

Implement automated notifications via email and Slack to remind both the manager and the employee of upcoming one-on-one sessions at configurable intervals (e.g., 24 hours and 1 hour prior).

Acceptance Criteria

24-Hour Reminder Dispatch

Given a one-on-one session is scheduled and notification preferences are enabled, when the session start time minus 24 hours is reached, then the system sends an email and Slack notification to both the manager and the employee.

1-Hour Reminder Dispatch

Given a one-on-one session is scheduled and notification preferences are enabled, when the session start time minus 1 hour is reached, then the system sends an email and Slack notification to both the manager and the employee.

Configurable Reminder Interval Update

Given an admin updates the reminder interval to a custom value, when the changes are saved, then all future reminders are sent according to the newly configured interval for both email and Slack.

Notification Failure Retry

Given the system fails to send a Slack notification due to network or API errors, when the failure is detected, then the system retries sending up to 3 times at 5-minute intervals and logs the outcome.

Opt-Out Preference Respect

Given an employee or manager has disabled reminders in their profile settings, when a reminder interval is reached, then the system does not send any email or Slack notification to that user.

Personalized Session Preparation

"As a manager, I want to view key employee sentiment data before meetings so that I can prepare relevant questions and guidance."

Description

Generate a dynamic agenda for each one-on-one session that includes recent sentiment trends, key discussion points, and suggested questions to help managers conduct focused, empathetic conversations.

Acceptance Criteria

Generate Agenda with Recent Sentiment Trends

Given a manager opens the session preparation for an at-risk employee, When the system collects the past week’s sentiment survey data, Then the generated agenda includes a visual trend chart and a summary of sentiment shifts.

Automatically List Key Discussion Points

Given the system analyzes sentiment responses from the last three check-ins, When preparing the dynamic agenda, Then the top three topics with the largest negative sentiment change are identified and listed as key discussion points.

Provide Suggested Empathy Questions

Given the employee’s sentiment indicates elevated stress or dissatisfaction, When the agenda is generated, Then at least five tailored, empathetic questions relevant to the detected stress factors are suggested.

Personalize Agenda Based on Employee Role

Given the employee’s role and performance metadata are available, When the dynamic agenda is created, Then discussion points and suggested questions align with role-specific responsibilities and recent performance metrics.

Display and Export Agenda

Given the agenda is generated, When the manager views the session preparation page, Then the agenda is displayed in clearly labeled sections and can be exported as a PDF within five seconds.

Burnout Heatmap

Visualizes collective risk across teams or projects in an interactive map, highlighting hotspots where morale dips are concentrated and guiding targeted wellness initiatives.

Requirements

Interactive Burnout Hotspots

"As an HR manager, I want to interactively explore burnout hotspots on a team map so that I can quickly identify and address areas at highest risk for employee burnout."

Description

The heatmap must display interactive hotspots representing high burnout risk areas across teams or projects with real-time updates. It should allow zoom and hover to view aggregated morale metrics, risk scores, and contributing factors. Integrated into the PulseCheck dashboard, this requirement enhances leaders’ ability to identify concentrated morale dips and respond with targeted wellness initiatives to prevent turnover.

Acceptance Criteria

Display Interactive Burnout Hotspots

Given the HR manager opens the PulseCheck dashboard, when the Burnout Heatmap loads, then interactive hotspots representing each team or project with risk score ≥ threshold are displayed with distinct color gradients.

Zoom into Hotspot Area

Given the heatmap is displayed, when the user zooms into a specific region, then the map scales to show detailed hotspot boundaries and underlying team/project labels.

Hover to View Metrics

Given the user hovers over a hotspot, then a tooltip appears showing aggregated morale score, risk score, number of flagged responses, and top 3 contributing factors.

Real-time Hotspot Updates

Given new survey responses are submitted, when the data refreshes, then the hotspots update in color intensity and tooltips reflect the latest metrics without requiring a page reload.

Filter Hotspots by Team or Project

Given the filter panel is available, when the user selects one or more teams or projects, then only hotspots for the selected items are displayed and the map view adjusts accordingly.

Customizable Risk Thresholds

"As a team lead, I want to customize the risk thresholds defining hotspot colors so that the heatmap aligns with my team's specific burnout risk tolerances."

Description

Provide configurable thresholds for burnout risk scores, enabling users to set color-coded risk levels (e.g., low, medium, high) that trigger visual alerts on the heatmap. Threshold configuration must persist per user and be adjustable via settings. This ensures the heatmap reflects the organization's risk tolerance and priorities, improving alignment and response effectiveness.

Acceptance Criteria

Default Threshold Configuration on First Login

Given a new user logs in and navigates to the Burnout Heatmap feature When no custom thresholds exist Then default color-coded risk thresholds (Low: ≤30%, Medium: 31–60%, High: ≥61%) are applied and visible in the settings interface

Updating Threshold Values via Settings

Given a user is on the Threshold Settings page When they input valid numeric values for Low, Medium, and High thresholds and click Save Then the system stores the new thresholds and displays a success notification

Persisting User-Defined Thresholds Across Sessions

Given a user has saved custom thresholds and logs out When they log back in and access the Threshold Settings page Then their previously configured thresholds are loaded and displayed correctly

Triggering Visual Alerts Based on Thresholds

Given the heatmap is rendered with employee risk scores When any team’s score crosses into the user-defined Medium or High range Then the corresponding heatmap tile updates its color according to the risk level and an alert icon appears

Resetting Thresholds to Default Values

Given a user is on the Threshold Settings page When they click the Reset to Default button and confirm Then all thresholds revert to system defaults and a confirmation message is shown

Historical Trend Overlay

"As an HR analytics specialist, I want to view past weeks’ burnout heatmaps to identify trends over time so that I can assess the effectiveness of previous wellness initiatives."

Description

Implement a timeline slider overlay on the heatmap to visualize historical sentiment trends. Users can scroll through past time periods to observe the evolution of burnout hotspots and correlate with past interventions. This contextual layer aids in understanding patterns and measuring the long-term impact of wellness strategies.

Acceptance Criteria

Timeline Slider Visibility Scenario

Given the Burnout Heatmap is displayed with the Historical Trend Overlay feature enabled, When the user opens the overlay controls panel, Then a timeline slider appears clearly labeled with time markers and is interactive

Time Period Selection Scenario

Given the timeline slider is visible, When the user drags the slider to a selected past date range and releases it, Then the heatmap updates within 2 seconds to reflect sentiment data from that date range

Historical Data Accuracy Scenario

Given the user selects a specific historical period using the timeline slider, When the heatmap loads, Then displayed hotspot intensities exactly match stored sentiment survey scores for that period

Hotspot Evolution Animation Scenario

Given the user presses the play button on the timeline slider, When the timeline animates through successive time intervals, Then hotspots on the heatmap smoothly transition in color intensity to represent changing morale levels

Intervention Correlation Scenario

Given the user selects a date corresponding to a known wellness intervention, When the timeline slider position aligns with the intervention date, Then the heatmap overlays a marker and displays a tooltip summarizing the intervention details

Team Comparison Mode

"As a startup founder, I want to compare burnout heatmaps of different departments so that I can allocate well-being resources effectively."

Description

Enable side-by-side comparison of burnout risk heatmaps across multiple teams or projects. Users should be able to select two or more teams and view synchronized maps to contrast areas of concern. This feature supports cross-team analysis and resource prioritization, helping leadership allocate support where it’s most needed.

Acceptance Criteria

Team Selection for Comparison

Given the user is on the burnout heatmap dashboard, when they select two or more teams from the Team Selector dropdown, then the heatmap displays side-by-side comparison views for each selected team on the same screen.

Time Range Synchronization

Given multiple heatmaps are displayed, when the user adjusts the time range for one heatmap, then all displayed heatmaps update simultaneously to reflect the same time range.

Distinct Color Legend

Given two or more teams are compared, then each team's heatmap cells and corresponding legend entries use distinct, consistent colors, and the legend clearly maps each color to the appropriate team name.

Interactive Hover Comparison

Given the user hovers over a heatmap cell in one team's map, then matching time interval cells in all other teams' maps display synchronized tooltips showing date, time interval, and risk score for each team.

Export Comparison Data

Given the user clicks the Export Comparison button, then a CSV file is downloaded containing each selected team's heatmap data with timestamps, risk scores, and team identifiers.

Drill-Down Survey Insights

"As a team manager, I want to drill down into hotspot data to see specific survey responses so that I can plan personalized well-being check-ins."

Description

Integrate drill-down functionality from heatmap hotspots to display detailed survey insights at the individual or small group level. Clicking on a hotspot reveals aggregated survey responses, sentiment breakdowns, and comments contributing to high-risk scores. This depth of insight allows targeted follow-up actions and peer support measures.

Acceptance Criteria

Accessing Heatmap Hotspot Drill-Down

Given a user is viewing the burnout heatmap on the dashboard When the user clicks on a hotspot representing a high-risk area Then the system displays an interactive drill-down view showing aggregated survey responses, sentiment breakdowns, and comment summaries for that area

Viewing Individual Survey Details

Given the drill-down view is open for a selected hotspot When the user selects an individual respondent or small group from the aggregated list Then the system presents detailed survey responses, including question-by-question answers and sentiment tags for that individual or group

Displaying Sentiment Breakdown

Given a hotspot with mixed positive and negative survey results When the drill-down view loads for that hotspot Then the system displays a visual sentiment distribution chart (e.g., pie or bar chart) showing the percentage of positive, neutral, and negative responses

Showing Comments Contributing to Risk Score

Given a high-risk score hotspot in the heatmap When the user expands the comments section in the drill-down view Then the system lists all anonymized survey comments that contributed to the risk score, including timestamps and sentiment indicators

Performance under Concurrent Drill-Down Requests

Given multiple users initiate drill-down requests on different heatmap hotspots When these requests occur within a one-minute time window Then the system responds to each request within 2 seconds without errors or data omissions

Threshold Tailor

Allows HR professionals to customize sentiment safety thresholds based on department norms or individual roles, ensuring alerts reflect the unique stress profiles of diverse teams.

Requirements

Role-Based Threshold Profiles

"As an HR manager, I want to set sentiment thresholds for specific roles so that alerts accurately reflect the unique stress profiles of different job functions."

Description

Enable HR managers to define and assign custom sentiment thresholds based on employee roles, ensuring alerts are tailored to role-specific stress norms. This functionality provides a UI for creating, editing, and deleting role-based threshold profiles, integrates with the sentiment analysis engine to apply the correct thresholds in real time, and offers visual feedback on threshold impact. By aligning thresholds with role demands, the platform reduces false positives and enhances the relevance of burnout alerts.

Acceptance Criteria

Creating a New Role-Based Threshold Profile

Given an HR manager visits the Role-Based Threshold Profiles page When they enter a role name and set low, medium, and high sentiment thresholds and click Save Then a new profile is created, listed in the UI, and persisted in the database

Editing an Existing Role-Based Threshold Profile

Given an existing role-based profile When the HR manager updates any threshold value and clicks Update Then the changes are saved, the updated thresholds are displayed immediately, and previous values are replaced

Deleting a Role-Based Threshold Profile

Given a role-based threshold profile in the list When the HR manager clicks Delete and confirms the action Then the profile is removed from the UI and database and no longer applies to sentiment evaluations

Applying Role-Based Thresholds in Real Time

Given live sentiment data is received for an employee with an assigned role When the sentiment score falls outside the custom thresholds Then an alert is triggered using the correct role’s thresholds and displayed on the dashboard within 5 seconds

Visual Feedback on Threshold Impact

Given a role-based threshold profile is active When an HR manager views threshold settings Then the UI displays a chart showing historical sentiment scores overlaid with the current threshold ranges

Department Threshold Configuration

"As an HR manager, I want to configure sentiment thresholds per department so that alerts consider each team's unique stress environment."

Description

Allow HR professionals to configure distinct sentiment thresholds for each department within the organization, accommodating team-specific stress baselines. The feature integrates into the department settings panel, supports batch imports of departmental roles, and synchronizes with the live dashboard to ensure real-time application. Custom department thresholds enhance alert precision and support targeted well-being interventions.

Acceptance Criteria

Configuring Department Threshold via Settings Panel

Given an HR professional navigates to the department settings panel, When they enter custom sentiment low and high threshold values for a specific department and click “Save”, Then the system stores the values and displays a confirmation message indicating successful update.

Importing Department Roles for Threshold Bulk Setup

Given an HR professional has a CSV file containing department roles and their respective threshold values, When they upload the file via the batch import function and confirm the mapping, Then all roles and thresholds are created or updated in the departmental configuration without errors.

Real-Time Dashboard Synchronization of Department Threshold Changes

Given new threshold values have been saved for a department, When the live dashboard refreshes or receives new sentiment data, Then the updated thresholds are applied in real time and reflected in alert triggers and visualizations.

Validation of Custom Threshold Against System Defaults

Given an HR professional enters threshold values outside the system-defined allowable range or leaves required fields blank, When they attempt to save, Then the system validates input, blocks the save action, and displays specific error messages explaining the violation.

Error Handling for Invalid Threshold Values

Given an HR professional inputs non-numeric or malformed threshold values, When they click “Save”, Then the system rejects the input, highlights the invalid fields, and presents an error dialog guiding correction.

Real-Time Threshold Adjustment

"As an HR lead, I want to adjust sentiment thresholds in real time so that I can adapt to sudden changes in team stress levels."

Description

Provide the ability to adjust sentiment safety thresholds on the fly through the live dashboard, enabling immediate updates without service interruption. Changes propagate instantly across all analytics modules and trigger a review of active alerts, ensuring threshold modifications are reflected in current monitoring. This capability empowers HR leads to respond to evolving team dynamics quickly.

Acceptance Criteria

Role-Specific Threshold Adjustment

Given an HR manager on the live dashboard, when they adjust the sentiment safety threshold for a specific role and click 'Save', then the new threshold is persisted, displayed on the dashboard, and immediately applied to all ongoing sentiment analyses for that role.

Department Norms Threshold Batch Update

Given an HR professional on the settings panel, when they select a department and update its threshold and confirm, then the system updates the threshold in bulk for all roles within that department and reflects the change instantly across all analytics modules.

Immediate Analytics Propagation

Given a threshold change has been made, when the confirmation dialog appears, then all analytics modules refresh using the new threshold within 2 seconds, and no outdated alerts are displayed.

Active Alerts Re-evaluation Post-Change

Given active alerts exist prior to threshold modification, when a new threshold is applied, then the system automatically re-evaluates all current alerts against the updated threshold and updates their status accordingly within one minute.

Seamless Update Without Service Interruption

Given active users monitoring sentiment data, when a threshold is adjusted, then there is no downtime or interruption of service, and data visualization continues uninterrupted.

Threshold Default Templates

"As an HR manager, I want to apply pre-configured threshold templates so that I can set up safety thresholds efficiently and consistently."

Description

Offer a library of pre-configured threshold templates based on industry best practices and organization size, allowing HR managers to apply baseline settings quickly. Templates include recommended values for roles and departments, can be customized post-application, and reduce setup time for new teams. This library streamlines the onboarding process and ensures consistency across similar teams.

Acceptance Criteria

Applying an Industry Standard Template

Given an HR manager selects the "Technology Startup" template for a 50-person team, When the template is applied, Then the sentiment thresholds for each department and role are set to the recommended values and displayed on the Threshold Tailor page.

Customizing Template Post-Application

Given a template has been applied, When the HR manager modifies the threshold for "Engineering" from 30% to 25%, Then the new threshold is saved and reflected in the live dashboard and available for future uses.

Template Library Accessibility

Given an HR manager navigates to the Threshold Tailor feature, When they open the template library, Then all pre-configured templates are listed with name, description, industry, and recommended organization size.

Preventing Duplicate Template Names

Given an HR manager attempts to create or save a new template with a name identical to an existing default template, When they submit the template, Then the system displays a validation error and prevents duplicate naming.

Resetting to Default Template Settings

Given a customized template is in use, When the HR manager selects "Reset to Default", Then all thresholds revert to the original template values and a confirmation message is displayed.

Threshold Change Audit Log

"As a compliance officer, I want to view a history of threshold changes so that I can audit modifications and ensure accountability."

Description

Implement an audit log that records all threshold configuration changes, capturing the user, timestamp, previous and new values, and rationale. The log is accessible via the admin panel, supports filtering by date and user, and exports for compliance reporting. This feature ensures accountability and traceability of threshold adjustments.

Acceptance Criteria

Logging Threshold Change

Given an admin user updates a threshold value and provides a rationale, when they save the change, then an audit log entry is created containing the user ID, timestamp, previous threshold value, new threshold value, and provided rationale.

Filtering Audit Log by Date Range

Given an admin accesses the audit log view, when they apply a start and end date filter, then only log entries within the specified date range are displayed.

Filtering Audit Log by User

Given an admin accesses the audit log view, when they select a specific user to filter by, then only log entries created by that user are displayed.

Exporting Audit Log for Compliance Reporting

Given an admin selects the export option after applying optional filters, when they confirm export, then the system generates a CSV file containing all visible audit log entries with correct field formatting.

Accessing Audit Log in Admin Panel

Given a user with admin privileges navigates to the audit log section, when the page loads, then the user sees a paginated list of audit entries sorted by most recent timestamp first.

Time-Lapse Slider

Animate the heatmap over custom time periods to visualize how team morale evolves. Enables leaders to spot emerging trends, assess the impact of interventions, and compare morale trajectories across sprints or quarters with ease.

Requirements

Time Range Selection

"As an HR manager, I want to select custom time ranges for the time-lapse slider so that I can focus on specific intervals of employee sentiment and better understand morale trends."

Description

Enable users to define custom start and end dates for the time-lapse slider, selecting periods by days, weeks, or months. This requirement ensures that leaders can focus on relevant intervals to analyze shifts in team morale.

Acceptance Criteria

Selecting a Daily Time Range

Given the user selects a start date and an end date within a 7-day span, when the user applies the selection, then the time-lapse slider updates to show daily intervals, with frames corresponding to each date in the range and labels formatted as 'MM/DD/YYYY'.

Selecting a Weekly Time Range

Given the user selects a start and end date spanning multiple weeks, when applying, then the time-lapse slider displays weekly intervals with frames at 7-day increments and labels as 'Week of MM/DD/YYYY'.

Selecting a Monthly Time Range

Given the user selects a start and end date spanning multiple months, when applying, then the time-lapse slider displays monthly intervals with frames on the first day of each month and labels formatted as 'MMM YYYY'.

Invalid Date Range Entry

Given the user selects an end date earlier than the start date, when applying, then the system rejects the input, displays a validation error 'End date must be after start date', and disables the apply button.

Preservation of Selected Range on Navigation

Given the user has applied a custom date range, when the user navigates away from the time-lapse slider and returns within the same session, then the previously selected start and end dates are retained and displayed in the date inputs.

Playback Controls

"As a team lead, I want playback controls for the time-lapse animation so that I can pause or speed up the sequence and examine changes in team morale precisely."

Description

Implement intuitive playback controls including play, pause, rewind, fast-forward, and speed adjustment to navigate the animated heatmap. These controls allow users to interactively review morale changes at their own pace.

Acceptance Criteria

User Plays the Animation from Start to Finish

Given the heatmap slider is positioned at the start of a selected time period and the animation is stopped, When the user clicks the Play button, Then the heatmap animates continuously through the entire time period without interruption, displaying each time increment sequentially, and the Play button changes to a Pause icon.

User Pauses the Animation Mid-Playback

Given the heatmap animation is playing, When the user clicks the Pause button, Then the animation stops within 200ms at the current timestamp, the slider remains at the paused position, and the Pause button toggles back to a Play icon.

User Rewinds to a Specific Timeframe

Given the animation is playing or paused, When the user clicks the Rewind button or drags the slider backward by one time increment, Then the heatmap jumps back exactly one increment, updates the displayed timestamp accordingly, and playback state remains unchanged.

User Fast-Forwards the Animation

Given the animation is playing or paused, When the user clicks the Fast-Forward button or drags the slider forward by one time increment, Then the heatmap jumps forward exactly one increment, updates the displayed timestamp accordingly, and playback state remains unchanged.

User Adjusts Playback Speed

Given the animation is playing or paused, When the user selects a new speed setting (0.5x, 1x, 1.5x, 2x) from the speed control menu, Then the animation playback speed updates immediately to the selected rate, all time increments progress at the new speed, and the selected speed is visually highlighted.

Comparative Analysis Mode

"As a department head, I want to compare multiple time-lapse sequences simultaneously so that I can evaluate the effectiveness of various morale-boosting initiatives across teams."

Description

Allow users to compare two or more time-lapse sequences side-by-side or via synchronized playback. This feature helps leaders to assess the impact of interventions across different sprints or departments.

Acceptance Criteria

Side-by-Side Sprint Comparison

Given the user selects two or more sprints, when Comparative Analysis Mode is activated, then the system displays their respective time-lapse heatmaps side-by-side aligned on a shared time axis.

Synchronized Playback Control

Given Comparative Analysis Mode is active, when the user plays, pauses, or scrubs the playback slider, then all selected time-lapse sequences update simultaneously, maintaining synchronized timestamps.

Cross-Department Comparison

Given the user chooses multiple departments for comparison, when Comparative Analysis Mode is enabled, then each department’s time-lapse heatmap appears in a separate panel for direct comparison.

Custom Time Range Alignment

Given the user defines custom start and end dates, when Comparative Analysis Mode is applied, then the system adjusts all selected time-lapse sequences to the specified time range and scales the heatmaps accordingly.

Performance with Multiple Sequences

Given the user selects up to five time-lapse sequences, when Comparative Analysis Mode is active, then playback remains smooth with frame updates under 200ms and without UI lag.

Data Annotation Overlay

"As an HR analyst, I want to add annotations to the time-lapse timeline so that I can link sentiment changes to specific organizational events for clearer insights."

Description

Provide the ability to annotate the timeline with key events such as team-building activities, product launches, or policy changes. Annotated markers will help contextualize sentiment shifts within the time-lapse.

Acceptance Criteria

Key Event Annotation Creation

Given an HR manager viewing the time-lapse slider When the manager clicks on a date marker and enters an event title and description Then a visual annotation marker appears at the correct timeline position with the entered details

Annotation Edit and Update

Given an existing annotation marker on the timeline When the manager selects the marker and updates the title, date, or description Then the marker and its details refresh immediately to reflect the changes

Annotation Deletion

Given an annotation marker on the timeline When the manager deletes the annotation Then the marker is removed from the timeline and no longer appears in the annotation list

Annotation Display Consistency

Given multiple annotations across different dates When the time-lapse slider animates through the period Then all annotations appear in the correct chronological order and maintain their positions relative to sentiment heatmap changes

Filtering Annotations by Event Type

Given a filter menu with event types When the manager selects one or more event types Then only annotations matching the selected types are displayed on the timeline

High-Resolution Rendering

"As an executive reviewer, I want the time-lapse animation to render crisply on different displays so that I can share and present clear visuals during meetings."

Description

Ensure that the animated heatmap displays at high resolution and adapts to various screen sizes without loss of clarity. This requirement guarantees clear visualization on desktop, tablet, and projector displays.

Acceptance Criteria

Desktop Display Rendering

Given the user views the animated heatmap on a desktop at 1920x1080 resolution When the Time-Lapse Slider is activated Then the heatmap renders without pixelation and all elements remain sharp and legible

Tablet Display Rendering

Given the user accesses the Time-Lapse Slider on a tablet with 1024x768 resolution When the heatmap animation plays continuously for at least 30 seconds Then the visualization maintains high clarity with no blurring or distortion of heatmap cells

Projector Display Rendering

Given the animated heatmap is projected at 4K resolution during a presentation When the Time-Lapse Slider is played through a full sprint period Then the rendered heatmap remains crisp with clear color transitions and no loss of detail

Responsive Scaling Verification

Given the browser window is resized dynamically between 800x600 and 2560x1440 When the Time-Lapse Slider is engaged at any size Then the heatmap automatically scales and re-renders to maintain high-resolution clarity without layout breaks

Clarity Under Zoom

Given the user zooms the browser view to 200% When the Time-Lapse Slider animation runs for at least 10 seconds Then all heatmap segments, legends, and labels remain sharp and readable with no pixelation

Export and Share Functionality

"As a remote team lead, I want to export the time-lapse heatmap as a video or GIF so that I can share it with stakeholders who do not have direct access to the dashboard."

Description

Enable exporting the time-lapse animation as a video or GIF, and provide shareable links for stakeholders. This feature facilitates easy distribution and offline review of morale trends.

Acceptance Criteria

Export Animation as Video File

Given a time-lapse animation is available, when the user selects 'Export as Video' and initiates the export, then the system generates an MP4 file within 60 seconds at the specified resolution and automatically downloads it to the user's default download folder.

Export Animation as GIF File

Given a time-lapse animation is available, when the user selects 'Export as GIF' and initiates the export, then the system generates a GIF file within 60 seconds with the correct frame rate and color fidelity, and automatically downloads it to the user's default download folder.

Generate Shareable Link

Given an exported animation for video or GIF, when the user clicks 'Generate Shareable Link', then the system provides a unique, secure URL that is copied to the user's clipboard and accessible to stakeholders without requiring login.

Customize Export Settings

Given the export options panel is open, when the user sets custom parameters for time range, resolution, and frame rate, then the exported file reflects those exact parameters in the final output.

Download Progress Feedback

Given an export operation is in progress, when the user initiates export, then the system displays a real-time progress indicator showing percentage complete and, upon completion, shows a success message or an error message if the export fails.

Segment Spotlight

Isolate and highlight specific teams, projects, or demographics within the heatmap to drill down into localized morale shifts. Empowers managers to pinpoint exactly where and when to deploy targeted support or resources.

Requirements

Team Segmentation Selector

"As an HR manager, I want to select specific teams or demographic groups so that I can focus on the sentiment trends of those precise segments."

Description

A user interface component that enables managers to define, select, and manage specific groups within the organization such as teams, projects, or demographic cohorts. This selector integrates with the existing data model to dynamically load and display segments on the heatmap. It supports multi‐select, search, and preset segment lists, ensuring quick access and consistent segment definitions across sessions. This requirement ensures managers can isolate the exact group they need to analyze, reducing noise from unrelated data and allowing targeted insight into morale shifts.

Acceptance Criteria

Segment Selector Initialization

Given the user navigates to the PulseCheck dashboard When the Team Segmentation Selector component loads Then the default preset segment list is displayed And the multi-select checkboxes, search input, and preset dropdown are visible

Multi-select Segment Filtering

Given the user selects multiple segments from the list When the user confirms the selection Then the heatmap updates to reflect only the data for the chosen segments And a visual indicator shows the count of active segments selected

Search Functionality in Segment Selector

Given the user enters text into the segment search field When the input matches existing segment names Then the segment list filters in real-time to show only matching segments And if no matches are found, a 'No segments found' message appears

Preset Segments Persistence

Given the user selects one or more preset segment groups When the user navigates away from and then returns to the dashboard Then the previously selected preset segments remain selected And the heatmap displays data for those preset segments without additional input

Invalid Segment Handling

Given a segment has been deprecated or marked invalid When the segment list is displayed Then the invalid segment appears disabled and cannot be selected And a tooltip on hover explains that the segment is no longer available

Dynamic Heatmap Drill-down

"As a startup team lead, I want to click on a specific project segment in the heatmap so that I can see deeper insights into that group’s morale shifts."

Description

Extends the global sentiment heatmap with drill-down capabilities that zoom into a selected segment and display localized sentiment intensity over time. This feature includes smooth transition animations, breadcrumb navigation to return to broader views, and contextual tooltips explaining changes at the segment level. It leverages existing charting libraries and back-end APIs to fetch segment-specific sentiment data in real-time, ensuring seamless interaction and immediate visual feedback.

Acceptance Criteria

Team Segment Drill-down Initiation

Given a user clicks on a team segment in the global heatmap, when the click is registered, then the view transitions to the team-level heatmap within 500ms and displays the selected team’s sentiment over the past 30 days; Given the team-level view is displayed, when the API call returns segment-specific sentiment data, then the data populates the chart without requiring a full page reload; Given the view has transitioned, then a breadcrumb labeled "Global > [Team Name]" appears at the top of the chart interface.

Breadcrumb Navigation to Global View

Given a user clicks the "Global" segment in the breadcrumb, when the click is detected, then the view transitions back to the global heatmap within 500ms; Given the global view is restored, then the heatmap displays the same zoom level and data range that existed prior to the drill-down; Given navigation completes, then the breadcrumb is updated to remove the segment label and reflect only "Global".

Segment Tooltip Display

Given a user hovers over any cell in the segment-level heatmap, when the hover event fires, then a tooltip appears within 200ms showing the date, sentiment score, and a brief contextual description; Given the user moves the cursor away, when the hover ends, then the tooltip disappears within 100ms; Given the tooltip is displayed, then it does not obscure adjacent cells or interface controls.

Heatmap Transition Animation

Given the user initiates drill-down or drill-up, when the transition begins, then the heatmap animates with a smooth fade and zoom effect over no more than 700ms at 60fps; Given the animation runs, then there are no dropped frames or visual stutters; Given the transition completes, then the final view is fully interactive and responsive.

Live Data Update in Segment View

Given live sentiment updates are received via WebSocket while in segment-level view, when an update pertains to a displayed segment, then the corresponding cell color and tooltip data update within 1 second without a full chart reload; Given the update occurs during user interaction (e.g., hovering or panning), then the update applies seamlessly without interrupting the ongoing interaction; Given multiple updates arrive in quick succession, then the chart batches updates efficiently to prevent performance degradation.

Custom Segment Filters

"As an HR analyst, I want to apply custom filters to segment employees by role and tenure so that I can target my analysis to the most relevant groups."

Description

Provides advanced filtering options to refine segments by attributes such as department, tenure, role, location, or custom tags. Users can combine multiple filters with AND/OR logic and save filter profiles for future reuse. This requirement includes UI design for filter creation, storage of filter definitions in the database, and efficient back-end queries to handle complex filter criteria without performance degradation.

Acceptance Criteria

Department Filter Creation

Given the user opens the filter panel and selects the 'Department' attribute, when they choose one or more departments, then only employees from those departments appear in the segment preview The system displays an error message if the user attempts to select a non-existent department

Combined AND/OR Filter Application

Given multiple filter conditions are set, when the user selects 'AND' logic, then results match all conditions Given multiple filter conditions are set, when the user selects 'OR' logic, then results match any of the conditions The UI clearly indicates the active logic operator between each filter condition

Saving and Reusing Filter Profiles

Given a configured set of filter conditions, when the user clicks 'Save Filter Profile', then a prompt for a unique profile name appears When the user enters a unique name and confirms, then the profile is saved and listed under 'My Profiles' When the user selects a saved profile, then its filter conditions load automatically Attempting to save a profile with a duplicate name displays a validation error

UI Performance under Complex Filters

Given up to 10 filter conditions with nested logic, when the user clicks 'Apply Filters', then the UI updates segment results within 2 seconds The filter panel remains responsive and scrollable throughout the filtering process without UI freezes

Database Query Efficiency for Custom Tags

Given filters include custom tags, when filters are applied, then backend response time is under 500 ms for datasets up to 100,000 records Queries utilize indexes on tag, department, role and tenancy fields to avoid full table scans The system logs any query exceeding 500 ms for performance review

Segment Trend Alerts

"As a department head, I want to receive an alert when my team’s morale drops below a set threshold so that I can intervene promptly."

Description

Implements AI‐driven monitoring of user-defined segments to automatically trigger alerts when sentiment scores cross predefined thresholds or exhibit anomalous patterns. Alerts can be delivered via email, push notifications, or in-app banners and include segment context, historical comparisons, and recommended actions. The requirement covers threshold configuration UI, real-time sentiment monitoring pipelines, and integration with the existing notification system.

Acceptance Criteria

Threshold Breach Alert for Engineering Segment

Given an engineering segment with a user-defined sentiment threshold of 20%, when the segment's average sentiment score falls below 20% in real time, then the system triggers an alert containing the segment name, current score, threshold value, and timestamp within 30 seconds of detection.

Anomalous Pattern Detection in Marketing Team

Given historical sentiment data for the marketing segment, when the sentiment deviates by more than two standard deviations from the 30-day moving average, then the system generates an alert highlighting the anomaly, including a historical comparison chart and recommended action.

Email Notification Delivery Verification

Given an alert triggered for a segment, when email notifications are enabled, then the system sends an email to all subscribed managers within 1 minute of alert generation, and the email includes the segment context, alert details, and recommended actions.

Push Notification Accuracy for High-Risk Segments

Given a high-risk segment crossing the critical threshold, when a push notification is sent, then the notification is delivered to the user's device within 15 seconds, displaying the segment name, sentiment change percentage, and a link to the detailed dashboard.

In-App Banner Display with Historical Comparison

Given an alert event, when a user opens the PulseCheck app, then an in-app banner appears at the top of the dashboard showing the segment name, current vs historical scores, and a 'View Details' action, and the banner persists until dismissed or the score returns within thresholds.

Segment Export & Reporting

"As a CEO, I want to export the morale trends of a specific demographic segment so that I can include the data in my quarterly presentation."

Description

Enables exporting of segment-focused sentiment data and visualizations into PDF and CSV formats for offline analysis and presentations. The feature includes customizable report templates, selectable date ranges, chart inclusion options, and automated scheduling of report generation and delivery. It integrates with the reporting engine and leverages existing export services to maintain consistency and reliability.

Acceptance Criteria

Manual CSV Export for Design Team over Custom Date Range

Given an HR manager selects the Design Team segment and a valid start and end date, When they click the 'Export CSV' button, Then the system generates and downloads a CSV file containing sentiment data for each member in the Design Team within the specified date range with only the selected columns.

PDF Export with Charts for Engineering Segment

Given a user selects the Engineering segment and opts to include the sentiment heatmap and trend chart, When they trigger 'Export PDF', Then the system produces a PDF report formatted per the chosen template with both the heatmap and trend chart embedded.

Custom Report Template Selection and Field Validation

Given an HR manager selects or uploads a custom report template containing placeholder fields, When they export any segment report, Then the system correctly replaces all placeholders with corresponding segment data and preserves the template layout.

Automated Scheduled Report Generation and Delivery

Given a user configures a daily report schedule for the Sales segment to be emailed at 8 AM, When the scheduled job runs, Then an email with the PDF report is sent to specified recipients on time and the job status is marked as 'Success' in the schedule logs.

Error Handling During Segment Export

Given the export request exceeds the maximum file size limit or a network interruption occurs, When the export process is initiated, Then the system aborts the export, logs the error, and displays a user-friendly message indicating the failure reason and suggested next steps.

Predictive Pulse

Overlay AI-driven forecasts onto the heatmap to anticipate future morale dips and spikes. Helps HR strategists and team leads proactively plan interventions, allocate resources, and prevent burnout before it materializes.

Requirements

Forecast Algorithm Selection

"As an HR manager, I want to select and configure the AI forecasting model so that I can obtain the most accurate morale predictions for my team."

Description

Enable selection and configuration of AI forecasting models (e.g., ARIMA, LSTM, Prophet) for generating future sentiment trends. Integrate models into the existing data pipeline, allow dynamic parameter tuning, schedule regular retraining, and validate model performance against historical data. The feature improves prediction accuracy, ensures adaptability to evolving workforce dynamics, and empowers users to choose the model that best fits their organizational dataset.

Acceptance Criteria

Model Selection Interface Availability

Given the HR manager navigates to the Forecast Algorithm Selection settings, When the page loads, Then the dropdown lists available models (ARIMA, LSTM, Prophet) and is enabled for selection.

Dynamic Parameter Tuning Persistence

Given the user configures model parameters (e.g., learning rate, epoch count) and clicks Save, When the user revisits the settings page, Then the configured parameters are displayed and applied to subsequent forecasts.

Scheduled Retraining Execution

Given the user schedules model retraining on a daily at midnight scheduler, When the scheduled time occurs, Then the system automatically initiates retraining and logs the retraining event in the audit trail.

Model Performance Validation Against Historical Data

Given historical sentiment data for the past six months, When the selected model runs a backtest, Then the performance metrics (e.g., MAE, RMSE) are calculated and displayed, and must meet predefined thresholds (MAE <= 5, RMSE <= 10).

Forecast Overlay on Heatmap within SLA

Given a completed forecast generation, When predictions are rendered on the Live Dashboard, Then the forecast overlay appears on the heatmap within 5 seconds and aligns accurately with the time axis.

Predictive Heatmap Overlay

"As a team lead, I want to view predicted morale changes on the heatmap timeline so that I can plan interventions ahead of time."

Description

Develop an interactive heatmap layer that overlays predicted morale dips and spikes onto the live sentiment map. Include a time-slider control to visualize forecasted trends over selectable future intervals. Ensure seamless integration with real-time data, responsive performance, and clear visual differentiation between historical and predicted states. This feature allows proactive identification of potential issues before they escalate, enhancing decision-making.

Acceptance Criteria

Visualize Future Morale Forecast on Heatmap

Given the live sentiment heatmap is displayed, when the user enables the predictive overlay, then predicted dips and spikes appear on the map with distinct color codes matching the legend.

Differentiate Historical vs Predicted Data

Given both historical and predicted data are shown, when the user hovers over any cell, then the tooltip indicates whether the data is historical or forecasted and shows the prediction confidence percentage.

Time-Slider Interval Selection

Given the forecast overlay is active, when the user moves the time-slider to a future interval, then the heatmap updates to display forecasted sentiment for the selected interval and the slider label updates to the corresponding date/time.

Performance under Data Load

Given a dataset of up to 1,000 participants over a 30-day forecast, when the predictive overlay is applied, then the heatmap renders and updates within 1 second without UI lag.

Seamless Real-Time Integration

Given new live sentiment data arrives, when the system recalculates forecasts, then the predictive overlay refreshes within 5 seconds without requiring a full page reload.

Proactive Alert Notifications

"As a team lead, I want to receive alerts when future morale is forecasted to dip below my threshold so that I can address potential issues proactively."

Description

Implement a notification system that triggers alerts when predicted morale dips cross predefined thresholds. Provide customizable alert criteria, delivery channels (email, in-app, SMS), and escalation rules. Integrate with user preferences and ensure real-time dispatch. This reduces lag in response, enabling timely management actions and reducing burnout risk.

Acceptance Criteria

Threshold-Based Email Alert Trigger

Given a predicted morale dip exceeds the user-configured threshold, when the AI forecast updates, then an email alert is sent to the user's registered email within 60 seconds.

In-App Push Notification Delivery

Given a morale dip forecast crosses the critical level, when the user is active in the PulseCheck app, then an in-app notification appears within 30 seconds displaying the forecast details and recommended actions.

SMS Alert for High-Severity Predictions

Given the predicted morale dip exceeds the high-severity threshold and the user has enabled SMS, when the forecast update occurs, then an SMS containing the alert summary is sent to the user's mobile number within 120 seconds.

Custom Escalation Rule Execution

Given a predicted morale dip persists beyond two consecutive forecast intervals past the set threshold, when escalation rules are configured, then the system escalates the alert to the designated secondary contact and logs the escalation event.

User Preference Integration Validation

Given the user updates their notification preferences, when saving changes, then the system applies the new settings in subsequent alerts and displays a confirmation message.

Resource Recommendation Engine

"As an HR strategist, I want to receive personalized intervention suggestions based on forecasted morale trends so that I can implement the most effective support strategies."

Description

Build an AI-driven recommendation engine that suggests tailored interventions (e.g., check-ins, training sessions, wellness activities) based on predicted morale patterns and historical intervention efficacy. Provide a ranked list of actions with rationale and expected impact. Integrate with calendar and task management tools for seamless scheduling. This enhances targeted support planning and improves morale outcomes.

Acceptance Criteria

Tailored Intervention Suggestions Generation

Given predicted morale dips or spikes and historical intervention data, when the engine runs, then it must generate at least three tailored intervention recommendations ranked by expected impact; and each recommendation must include a confidence score and expected morale change percentage.

Rationale Explanation for Recommendations

Given a list of recommended interventions, when a user requests details, then the system must provide a clear, AI-generated rationale explaining why each intervention was recommended, referencing specific data points and historical outcomes.

Integration with Calendar Tools

Given a selected recommendation, when the user opts to schedule, then the system must create a calendar invitation in the connected calendar tool, pre-filled with title, description, date/time, and participant list; and the invitation must appear in the user’s calendar within 30 seconds.

Integration with Task Management Tools

Given a selected recommendation, when the user chooses to create a task, then the system must generate a task in the connected task management tool with title, description, due date, and assigned user; and the task status must initially be set to “Open.”

Historical Efficacy Feedback Loop

Given a completed intervention, when outcome data is provided, then the system must record the actual morale change and update the recommendation engine’s historical efficacy model within 24 hours; and the next set of recommendations must reflect this updated efficacy data.

Forecast Confidence Metrics

"As an HR manager, I want to see confidence scores and error metrics for each forecast so that I can gauge the reliability of the predictions before acting on them."

Description

Display confidence intervals and performance metrics (MAE, RMSE) alongside morale predictions to convey forecast reliability. Include visual cues for high-uncertainty periods and drill-down reports on model performance over time. This transparency builds user trust and informs decision-making around critical interventions.

Acceptance Criteria

Confidence Interval Visualization on Forecast Heatmap

Given the user views the morale forecast heatmap, When they hover over any forecast cell, Then a tooltip displays the upper and lower bounds of the confidence interval with values matching backend output within a 0.1% margin.

High Uncertainty Period Highlighting

Given the forecast data includes periods where the confidence interval width exceeds 20%, When the heatmap renders, Then those cells are visibly highlighted in a warning color and listed under a “High Uncertainty” filter.

Model Performance Metrics Display

Given the user opens the forecast sidebar, When they select a specific date range, Then the MAE and RMSE values for that range are displayed and match backend-calculated metrics within a 5% tolerance.

Drill-down Report Access for Model Performance

Given the user clicks the “View Detailed Report” link, When they choose a model version and date range, Then a detailed report is generated showing performance trends, metric tables, and charts for MAE and RMSE over the selected period.

Real-time Update of Confidence Data

Given new sentiment survey data is ingested, When the dashboard refreshes or the user triggers an update, Then confidence intervals and performance metrics update to reflect the latest data within 2 seconds with no stale values displayed.

Correlation Canvas

Combine the sentiment heatmap with contextual data layers—such as workload metrics, project deadlines, or absence rates—to reveal underlying factors driving morale changes. Facilitates data-backed decision-making by linking mood fluctuations to real-world events.

Requirements

Contextual Data Layer Management

"As an HR manager, I want to select and configure various contextual data layers so that I can understand the factors influencing employee morale."

Description

Provide an interface for selecting, configuring, and managing multiple contextual data sources—such as workload metrics, project deadlines, and absence rates—to overlay on the sentiment heatmap. Users can enable or disable layers, adjust time ranges, and customize visual parameters to explore correlations between morale and operational factors. This functionality integrates with existing data pipelines, ensures seamless data synchronization, and supports real-time updates, empowering leaders to identify underlying drivers of employee sentiment and make data-driven decisions.

Acceptance Criteria

Enable or Disable Contextual Data Layers

Given a set of available data layers, when the user toggles a layer’s switch, then the overlay on the sentiment heatmap updates to show or hide that layer within 2 seconds.

Adjust Contextual Data Time Range

Given the time range controls, when the user selects a start and end date, then the sentiment heatmap updates to display data only within the specified time range.

Customize Data Layer Visual Parameters

Given the customization options, when the user selects color, opacity, or line style for a data layer, then the heatmap reflects these visual changes immediately.

Real-Time Data Layer Synchronization

Given active data pipelines, when new contextual data arrives, then all enabled layers refresh on the dashboard within 30 seconds without manual intervention.

Manage Multiple Contextual Data Sources

Given integration with workload metrics, project deadlines, and absence rates, when the user adds a new data source, then the system imports, synchronizes, and displays its data layer correctly on the heatmap and lists it among available layers.

Dynamic Correlation Visualization

"As a team lead, I want to see real-time correlation metrics between workload and sentiment so that I can proactively address potential morale issues."

Description

Render interactive visualizations that display statistical correlation metrics—such as Pearson and Spearman coefficients—between sentiment scores and selected contextual data layers. Visual elements like trend lines, scatter plots, and correlation strength indicators should update in real time as users adjust parameters. This feature integrates with the analytics engine to compute relationships on-the-fly, providing immediate insights into how different factors influence employee sentiment and enabling informed leadership actions.

Acceptance Criteria

Real-Time Correlation Rendering Scenario

Given the user selects any two data layers and sentiment score, when the canvas loads, then a scatter plot is rendered with correct axes, trend line, Pearson coefficient, and Spearman coefficient within 2 seconds.

Interactive Parameter Adjustment Scenario

Given the user moves any parameter slider or adjusts the date range filter, when the parameter is changed, then the scatter plot, trend line, and coefficient values update in real time (within 1 second) without requiring a page refresh.

Live Data Update Sync Scenario

Given underlying data updates (new sentiment or contextual data), when the data stream pushes new entries, then the visualization automatically recalculates correlations and refreshes the scatter plot, trend line, and statistical metrics within 2 seconds.

Contextual Layer Toggling Scenario

Given multiple data layers are overlaid, when the user toggles layers on or off, then the visualization correctly includes or excludes the corresponding data points and updates the trend line and recalculated metrics accordingly.

Interactive Tooltip Display Scenario

Given the user hovers over any data point or trend line segment, when the hover occurs, then a tooltip appears showing the sentiment score, contextual metric value, and exact correlation at that point.

Event Timeline Synchronization

"As an HR manager, I want to align sentiment trends with project milestones so that I can understand how deadlines affect team morale."

Description

Synchronize a scrolling event timeline with the sentiment heatmap and contextual data layers, displaying key organizational events—such as project milestones, staff changes, or company announcements—along a unified timeline. Users can hover or click on events to view detailed information and see their impact on morale and metrics. This synchronization delivers a holistic temporal view, helping stakeholders link sentiment fluctuations to real-world events.

Acceptance Criteria

Event Timeline Display Alignment

Given the dashboard is loaded and both the sentiment heatmap and event timeline are visible When the timeline is rendered Then each event marker must align precisely with the corresponding timestamp on the heatmap’s time axis within a 1-pixel tolerance

Event Detail Tooltip on Hover

Given the user hovers over an event marker on the timeline When the mouse pointer is over the marker for at least 200ms Then a tooltip must appear displaying the event’s title, exact timestamp, and brief description And the tooltip must disappear within 100ms after the mouse leaves the marker

Event Selection Highlights Correlated Data

Given the user clicks on an event marker When the click is registered Then the heatmap cells and contextual data layers within ±2 days of the event date must highlight And all other timeline markers and heatmap cells must dim to 50% opacity

Scroll Synchronization Between Heatmap and Timeline

Given the user scrolls horizontally in either the sentiment heatmap or the event timeline When the scroll action occurs Then the other component must scroll by the exact same time offset And both scroll positions must remain synchronized within 5 pixels

Responsive Layout on Different Screen Sizes

Given the dashboard is viewed at viewport widths of 320px, 768px, and 1920px When the user interacts with the timeline (hover, click, scroll) Then all event markers, tooltips, and highlights must function correctly And the timeline and heatmap alignment must remain accurate within a 1-pixel tolerance

Layer Customization Controls

"As a product manager, I want to customize data layer settings so that I can focus on the metrics most relevant to my team’s performance."

Description

Offer granular controls for customizing each data layer’s appearance and behavior on the Correlation Canvas. Users can adjust opacity, color schemes, time window spans, and apply filters for each layer. All adjustments should reflect immediately in the visualization without performance degradation. This capability ensures users can tailor the canvas to highlight the most relevant insights for their analysis.

Acceptance Criteria

Layer Opacity Adjustment

Given the user adjusts the opacity slider for the workload metrics layer, when the slider value changes, then the Correlation Canvas updates the workload metrics layer opacity within 500ms and the underlying data remains visible and accurate.

Color Scheme Selection

Given the user selects a new color palette for the absence rates layer, when the palette is applied, then the Correlation Canvas updates the layer colors immediately, preserves data mapping, and meets WCAG AA contrast standards.

Time Window Configuration

Given the user sets the time window for the project deadlines layer from 30 days to 90 days, when the selection is confirmed, then the Correlation Canvas displays only data within the new range and reflects the updated span label.

Data Filter Application

Given the user applies a filter to show only deadlines within the next 7 days on the project deadlines layer, when the filter is applied, then only relevant data points are displayed on the Correlation Canvas and the filter badge appears on the layer control.

Bulk Customization Performance

Given the user makes simultaneous adjustments to opacity, color scheme, time window, and filters across multiple layers, when each change is initiated, then the Correlation Canvas updates each adjustment within 1 second with no frame drops or errors.

Exportable Insight Reports

"As an executive, I want to export the correlation analysis so that I can share actionable insights with the leadership team."

Description

Enable users to export the current Correlation Canvas view—including sentiment heatmaps, contextual overlays, and event timelines—into shareable formats such as PDF and CSV. The export should preserve visual fidelity and include underlying data tables with correlation values. Integration with the reporting module must add headers, metadata, and timestamps, facilitating clear communication and record-keeping of insights.

Acceptance Criteria

PDF Export of Correlation Canvas View

Given the user selects “Export as PDF” from the Correlation Canvas view, when the export completes, then a PDF file containing the sentiment heatmap, contextual overlays, and event timeline exactly as shown in the dashboard is downloaded within 30 seconds.

CSV Data Export for Correlation Values

Given the user selects “Export as CSV” from the Correlation Canvas view, when the export completes, then the CSV file includes columns for sentiment_score, workload_metric, project_deadline, absence_rate, event_timestamp, and correlation_value with rows matching the current filtered view.

Visual Fidelity in PDF Reports

Given the user exports the Correlation Canvas view to PDF, when reviewing the report, then all color gradients, legend positions, chart dimensions, and overlay transparencies match the on-screen display with no distortions or missing elements.

Metadata and Timestamp Inclusion

Given the user exports any report format, when the file is generated, then the first page includes headers with report title “Correlation Canvas Export,” the user’s name, organization, export date, and timestamp, as well as embedded metadata for file version and source module.

Performance of Large Dataset Exports

Given the Correlation Canvas view contains more than 1,000 data points, when the user initiates an export to PDF or CSV, then the export process completes without errors and delivers the file within 60 seconds.

Custom Palette

Offer fully customizable color schemes and threshold settings for the heatmap, allowing users to align visualizations with organizational branding and sensitivity levels. Ensures clarity and consistency in how morale hotspots and cold spots are represented.

Requirements

Palette Configuration Interface

"As an HR manager, I want a dedicated interface to create and organize heatmap color palettes so that I can quickly tailor visualizations to my team's preferences."

Description

A dedicated interface within the dashboard that enables users to create, edit, and organize custom color palettes for the heatmap. This interface will allow users to select colors via a color picker, assign each color to specific morale ranges, and label each palette. The interface should support drag-and-drop arrangement, real-time feedback on changes, and persistence of saved palettes. By centralizing palette management, users can tailor visualizations to their preferences, ensuring consistency and clarity in data interpretation.

Acceptance Criteria

Color Picker Selection

Given the user opens the palette configuration interface When the user clicks on a color slot Then a color picker widget appears And the user can choose a valid hex or RGB value And the chosen color is applied to the slot preview

Range Assignment

Given the user has defined a new palette When the user assigns a color to a specific morale range Then the system accepts ranges from 0–100% And validates that ranges do not overlap And displays the assigned color next to its range label

Palette Labeling and Saving

Given the user has customized colors and ranges When the user enters a label for the palette And clicks “Save” Then the palette is saved to persistent storage And appears in the user’s palette list with the entered label

Drag-and-Drop Ordering

Given the user views a list of saved palettes When the user drags a palette up or down Then the list order is updated in real time And the new order is persisted for future sessions

Real-Time Visualization Feedback

Given the user adjusts colors or ranges in a palette When any change is made Then the heatmap preview updates instantly And reflects the current palette configuration without page reload

Threshold Setting Controls

"As an HR analyst, I want to define precise threshold controls for color transitions so that morale hotspots and cold spots reflect our organization’s sensitivity levels."

Description

Configurable threshold controls that let users define the numerical breakpoints for color transitions in the heatmap. Through sliders or input fields, users can set upper and lower bounds for each color segment, adjust sensitivity for detecting morale hotspots and cold spots, and receive immediate visual updates. This requirement ensures that users can align the heatmap’s granularity with organizational standards and sensitivity preferences, enhancing the accuracy and relevance of the visual data.

Acceptance Criteria

Adjust Threshold Using Slider

Given the user opens the heatmap settings panel When the user drags the lower bound slider to a new value Then the displayed lower bound updates immediately and the heatmap colors refresh within 1 second to reflect the new threshold

Set Threshold via Numeric Input

Given the user enters a numeric value into the upper bound field When the user confirms the entry by pressing Enter or clicking Save Then the system validates the value is between 0 and 100 inclusive, displays a success message if valid, and updates the heatmap accordingly

Dynamic Color Update

Given one or more threshold values have been changed When the user applies the changes Then the heatmap updates all affected cells’ colors in real time and shows a brief loading indicator until the update completes

Reset Thresholds to Default

Given customized threshold values are currently applied When the user clicks the Reset to Default button Then all thresholds revert to the predefined defaults, the heatmap recalculates using those defaults, and a confirmation toast appears

Threshold Input Validation Error

Given the user inputs a non-numeric value or sets the lower bound greater than or equal to the upper bound When the user attempts to save Then the system prevents saving, highlights the invalid field, and displays an inline error message explaining the issue

Branding Integration

"As a brand manager, I want to integrate our corporate color codes into the heatmap so that internal dashboards align with our organization’s visual identity."

Description

Integration capabilities that allow users to upload brand color codes, logos, and style guidelines to automatically generate custom palettes that match the organization’s visual identity. The system should validate uploaded color codes, suggest complementary color combinations based on branding best practices, and apply brand fonts and accents within the heatmap legend. This integration promotes brand consistency across internal dashboards and reinforces organizational identity during data presentations.

Acceptance Criteria

Uploading Custom Brand Color Codes

Given a user uploads custom brand color codes in HEX format, when the codes pass validation, then the system adds them to the palette and updates the heatmap preview in real time; and when codes fail validation, the system displays an error message indicating the invalid code and prevents saving.

Suggesting Complementary Colors Based on Brand Palette

Given the user provides primary brand colors, when accessing the suggestion tool, then the system generates at least three complementary color options that comply with accessibility contrast guidelines and displays them alongside the original colors.

Applying Brand Fonts and Accents to Heatmap Legend

Given the organization’s brand font and accent settings are uploaded, when rendering the heatmap legend, then the system applies the correct font family, size, and accent color to each legend entry without distortion.

Validating Uploaded Color Code Formats

Given a user inputs color codes in various formats (HEX, RGB, HSL), when submitting them, then the system accepts supported formats only, rejects unsupported formats, and provides actionable feedback specifying the required format.

Previewing and Saving Custom Palette Configurations

Given the user has configured custom palettes and thresholds, when previewing the heatmap, then the system displays the changes accurately; and when clicking save, then the custom configuration is stored and persists across sessions.

Accessibility Compliance

"As an accessibility officer, I want the system to check custom palettes against WCAG guidelines so that all users, including those with color vision deficiencies, can interpret the data correctly."

Description

Implementation of accessibility standards for custom palettes, ensuring color choices meet contrast ratio requirements and are distinguishable for users with color vision deficiencies. The system will analyze chosen palettes against WCAG guidelines, provide contrast warnings, and offer alternative palette suggestions for better readability. This requirement guarantees that visualizations are inclusive and accessible to all stakeholders, reducing the risk of misinterpretation due to inadequate color differentiation.

Acceptance Criteria

Contrast Ratio Verification

Given a user selects a custom color palette, when the system evaluates the palette, then each color pair must meet at least a 4.5:1 contrast ratio as per WCAG AA guidelines.

Color Vision Deficiency Simulation

Given a user views the heatmap with a custom palette, when the system applies common color vision deficiency simulations, then no important data points should be indistinguishable under protanopia, deuteranopia, or tritanopia conditions.

Alternative Palette Suggestion

Given a user selects a palette that fails accessibility checks, when the system identifies violations, then the system should suggest at least three alternative palette options that comply with WCAG contrast requirements.

Real-time Feedback Alerts

Given a user adjusts threshold settings or colors, when a chosen combination becomes non-compliant, then the system must display an inline warning message specifying which elements fail accessibility standards.

Export Compliance Report

Given a user requests an accessibility report, when the report is generated, then it should detail all custom palette settings, the results of WCAG contrast tests, and any recommended adjustments in a downloadable format.

Preview and Validation

"As a team lead, I want to preview my custom palette on sample data so that I can validate settings before updating the live dashboard."

Description

A real-time preview panel that displays the custom palette applied to sample data, enabling users to validate color transitions and threshold settings before applying them to live dashboards. The preview should include toggle options for heatmap, line charts, and summary views, highlight potential misalignments, and allow users to approve or revert changes. By offering immediate validation, this feature minimizes errors and increases confidence in the final visualization.

Acceptance Criteria

Heatmap Preview Updates in Real Time

Given a user has sample data loaded in the preview panel, When the user adjusts any custom color stops or threshold values, Then the heatmap preview must update instantly to reflect the new palette without page reload.

Chart Type Toggle Reflects Custom Palette

Given the preview panel displays a heatmap by default, When the user toggles to line chart or summary view, Then the preview must apply the same custom color settings appropriately within each chart type.

Threshold Misalignment Highlighting

Given the user sets threshold values that overlap or leave gaps, When these thresholds conflict, Then the preview panel must visually highlight the misalignment and display an explanatory tooltip.

Revert to Default Palette

Given the user has applied custom palette changes in the preview, When the user chooses the 'Revert Changes' option, Then all settings must return to the system default palette and thresholds instantly.

Approval and Application of Custom Palette

Given the user is satisfied with the preview, When the user clicks ‘Approve and Apply’, Then the custom palette and thresholds are saved to the live dashboard and a confirmation message is displayed.

Save and Share Palette Profiles

"As an HR manager, I want to save and share palette profiles with my team so that we can maintain consistent visual standards across our reports."

Description

Functionality that allows users to save custom palettes as named profiles, export them as JSON or CSS files, and share them with team members. The system should support versioning of palette profiles, track last modified timestamps, and enforce access controls for private or group-shared palettes. This requirement facilitates collaboration among HR managers and team leads, ensuring that consistent visual standards can be reused and distributed across different projects.

Acceptance Criteria

Saving a New Palette Profile

Given a user is on the custom palette editor and enters a unique profile name When the user clicks “Save Profile” Then the system persists the new profile with the specified name, assigns version “1.0”, records the current timestamp, and displays a “Save successful” confirmation message

Exporting a Palette Profile

Given a user selects an existing palette profile in the profile list When the user chooses “Export” and selects JSON or CSS format Then the system generates a downloadable file named <profile-name>_<version>.<json|css> containing the color values, threshold settings, version number, and metadata

Importing a Shared Palette Profile

Given a user uploads a valid palette JSON or CSS file via the import dialog When the user confirms the import Then the system validates file structure, creates a new profile with imported settings and metadata, assigns the next version number, records the import timestamp, and displays the new profile in the user’s profile list

Viewing Palette Profile Version History

Given a user opens the details view of a saved palette profile When the user navigates to the “Version History” tab Then the system displays a list of all previous versions with version numbers, modification timestamps, and change descriptions, and allows the user to select and revert to any listed version

Enforcing Access Controls on Palette Profiles

Given a palette profile is labeled “private” or “group-shared” When another user attempts to view, edit, or import the profile Then the system checks permissions and only grants access to the profile owner or authorized group members, returning a “403 Forbidden” error for unauthorized users

Actionable Insights

Generate context-aware recommendations directly from heatmap hotspots, suggesting specific playbooks or communication strategies. Transforms raw sentiment patterns into concrete next steps, streamlining the path from data to action.

Requirements

Heatmap Hotspot Detection

"As an HR manager, I want the system to automatically detect and highlight sentiment hotspots on the heatmap so that I can quickly identify teams or time periods showing concerning morale changes without manually sifting through data."

Description

Automatically analyze real-time sentiment heatmap data to detect and highlight regions where sentiment shifts exceed configurable thresholds. Visual markers on the map indicate emerging morale risks without requiring manual data review, enabling leaders to immediately spot and address areas of concern.

Acceptance Criteria

Detection of Sudden Sentiment Drop

Given live sentiment heatmap data exceeds the negative shift threshold in any region, When data is processed in real time, Then a visual hotspot marker appears on the heatmap at the exact location of the shift.

Custom Threshold Adjustment

Given an HR manager updates the sentiment shift threshold value in settings, When new heatmap data is received, Then hotspot detection uses the updated threshold value to highlight regions.

Multiple Hotspot Identification

Given concurrent sentiment shifts exceed thresholds in multiple regions, When the heatmap is refreshed, Then each region displays an individual hotspot marker.

Real-Time Update Latency

Given sentiment data breach occurs, When the backend processes the event, Then the hotspot marker must appear on the heatmap within 5 seconds.

Hotspot Marker Lifecycle

Given a region’s sentiment returns above the configured threshold, When subsequent data is processed, Then the corresponding hotspot marker is automatically removed from the heatmap.

Contextual Recommendation Engine

"As a team lead, I want specific, context-aware actions suggested for each hotspot so that I can address the root causes of morale drops with proven strategies."

Description

Generate tailored recommendations for each identified hotspot by leveraging AI-driven analysis of sentiment patterns, historical trends, team roles, and organizational objectives. Each suggestion links to appropriate playbooks or communication strategies and includes a rationale, ensuring relevance and actionable guidance.

Acceptance Criteria

Recommendation Generation for High Burnout Hotspot

Given a sentiment hotspot indicating high burnout levels When the Contextual Recommendation Engine is triggered Then it generates at least one tailored recommendation linked to a relevant playbook with accompanying rationale.

Playbook Linkage Verification

Given a generated recommendation When reviewing the recommendation details Then each recommendation must include a valid hyperlink to the appropriate playbook or communication strategy resource.

Rationale Accuracy Check

Given a recommendation for a detected hotspot When inspecting the rationale Then the rationale must reference specific sentiment patterns, historical trends, or organizational objectives that justify the recommendation.

Role-Specific Recommendation Appropriateness

Given team role metadata and a sentiment hotspot When generating recommendations Then the Engine provides suggestions tailored to the team lead’s role, ensuring relevance to their responsibilities and level.

Historical Trend Alignment

Given historical sentiment data and current hotspot analysis When producing recommendations Then each recommendation must consider past trends and avoid conflicts with previously executed strategies.

Recommendation Library Integration

"As an HR specialist, I want the recommendations to link directly to relevant playbook documents so that I can seamlessly apply interventions without searching multiple systems."

Description

Integrate a centralized repository of predefined playbooks, communication templates, and resource guides with metadata tagging and categorization. Recommendations link directly to relevant assets, enabling users to access detailed instructions and templates within the dashboard without navigating to separate systems.

Acceptance Criteria

Accessing Relevant Playbooks from Heatmap Hotspots

Given a user clicks on a heatmap hotspot tagged with a specific sentiment category, When the recommendation panel loads, Then the system displays at least three playbooks tagged with that sentiment category sorted by relevance.

Filtering and Searching Recommendations

Given the recommendation library is open, When the user enters a keyword or selects metadata tags, Then the list dynamically updates to show only playbooks matching the search terms or selected tags.

Displaying Detailed Playbook Content

Given a user selects a playbook from the recommendation list, When the playbook detail view opens, Then the system displays the full playbook including title, step-by-step instructions, communication templates, and resource links.

Metadata Tag Visibility and Filtering

Given the recommendation library displays playbooks, When metadata filters are enabled, Then each playbook entry shows its category, tags, and last-updated date, and filtering reduces the visible entries accordingly.

Launching External Assets from the Dashboard

Given a playbook includes external templates or guides, When the user clicks an asset link, Then the system opens the document in a new browser tab or window without losing dashboard context.

In-Dashboard Action Prompt

"As a team lead, I want to trigger suggested communication templates or calendar invites directly from the dashboard so that I can act immediately on the recommended interventions."

Description

Provide interactive prompts within the dashboard that allow users to execute recommended actions—such as sending communication templates or scheduling check-ins—directly from the hotspot view. Track action completion status to ensure timely intervention and reduce execution friction.

Acceptance Criteria

Hotspot Action Prompt Display

Given a user clicks on a sentiment heatmap hotspot, when the hotspot view loads, then an interactive action prompt with recommended communication templates and check-in options is displayed within the dashboard.

Communication Template Execution

Given an action prompt is displayed with communication templates, when the user selects a template and confirms, then the system populates and sends the chosen communication template to the selected employee group and logs the action.

Check-In Scheduling Integration

Given the action prompt offers a schedule check-in option, when the user selects 'Schedule Check-In' and picks a date/time, then the system creates a calendar event in the integrated calendar tool and notifies participants.

Action Completion Tracking

Given an action has been executed, when the user returns to the hotspot view, then the dashboard displays the action's completion status (Pending, Completed) and timestamp next to the hotspot.

Automated Reminder Notification

Given an action is marked as Pending for longer than 48 hours, when the threshold is reached, then the system automatically sends a reminder notification to the user and updates the action status to 'Reminder Sent'.

Recommendation Effectiveness Tracking

"As an HR director, I want to see if the actions taken based on recommendations improved sentiment so that I can measure their effectiveness and adjust strategies accordingly."

Description

Monitor and report on the outcomes of implemented recommendations by measuring subsequent sentiment changes, engagement rates, and qualitative feedback. Present impact metrics in a dashboard to demonstrate ROI, refine future recommendations, and inform strategic decision-making.

Acceptance Criteria

Tracking Sentiment Shift Post-Recommendation

Given a recommendation is implemented, when the system collects sentiment scores for the affected team over the next two weeks, then it calculates the percentage change and displays an increase or decrease of at least 5%.

Monitoring Engagement Rate After Communication Strategy

Given a communication strategy recommendation is sent, when team members interact with the suggested content, then the system records at least a 10% increase in survey completion or acknowledgment clicks within one week.

Collecting Qualitative Feedback on Implemented Playbook

Given a playbook is applied, when participants submit open-ended feedback, then the system aggregates comments and identifies at least 80% positive sentiment keywords in qualitative responses.

Dashboard Visualization of ROI Metrics

Given metrics are collected, when the dashboard is accessed, then it displays sentiment change, engagement rate, and qualitative feedback scores in a single view with update latency under 30 seconds.

Refinement Loop for Future Recommendations

Given the outcome metrics are available, when the product analyzes past performance, then it suggests at least two optimized recommendations based on historical data and clearly highlights areas for improvement.

QuickPoll Launcher

Enables one-click survey deployment directly within Slack/MS Teams channels, allowing managers to launch pulse checks without leaving their messaging workspace for immediate feedback collection.

Requirements

In-Channel Launch Button

"As an HR manager, I want to click a button in Slack to launch a survey instantly so that I can gather employee feedback without leaving my chat."

Description

Implement a one-click QuickPoll launch button embedded directly within Slack and Microsoft Teams channels, allowing users to initiate a pulse survey without switching applications. The button triggers a standardized API call to deploy the survey, ensuring seamless integration within the messaging UI and reducing context-switching for managers. Expected outcomes include increased survey adoption rates and faster feedback collection.

Acceptance Criteria

Slack Channel QuickPoll Launch

Given a manager is in a Slack channel and clicks the QuickPoll launch button, when the click is registered, then the system must send a standardized API call and launch the survey within 2 seconds

Teams Channel QuickPoll Launch

Given a user is in a Microsoft Teams channel and clicks the QuickPoll launch button, when the click is registered, then the system must send a standardized API call and launch the survey within 2 seconds

Survey Deployment Confirmation

When the QuickPoll launch button is activated, then a confirmation message appears in the channel within 3 seconds indicating successful survey deployment

API Call Failure Handling

Given the survey deployment API call fails, when the launch button is clicked, then an error notification with retry and cancel options is displayed to the user

Permission Access Control

Given a user lacks QuickPoll launch permissions, when they click the launch button, then an access-denied message is displayed and no API call is initiated

Customizable Poll Templates

"As a team lead, I want to select and customize a poll template so that surveys align with my team's specific needs."

Description

Provide a library of default QuickPoll templates with editable question sets and visual styles, enabling managers to tailor surveys to specific teams or objectives. The feature should allow creation, saving, and reuse of custom templates, ensuring consistency in branding and relevance of questions. Integration with the QuickPoll Launcher ensures templates are selectable at launch time.

Acceptance Criteria

Manager selects and customizes a default template

Given the manager opens the default template library When they select a default template and modify question text and visual style Then the preview updates to reflect the changes immediately

Manager creates and saves a new custom template

Given the manager has customized questions and style settings When they save the template with a unique name Then the template is added to the library with correct settings and name

Manager reuses an existing custom template

Given the custom templates library contains saved templates When the manager selects a custom template for a new poll Then the template’s questions and visual style load correctly in the poll builder

Manager applies company branding to a template

Given company branding assets are available When the manager applies branding to a template Then the template’s visual style updates to include the correct logo, colors, and fonts

Manager launches a poll in Slack with selected template

Given the QuickPoll Launcher is configured in Slack When the manager selects a template and initiates a poll Then the poll is deployed in the channel with the template’s questions and style and confirmation is displayed

Real-Time Response Sync

"As a manager, I want real-time syncing of survey responses from Slack and Teams to the dashboard so that I can monitor sentiment shifts immediately."

Description

Enable instant synchronization of survey responses collected via Slack and Teams back to the PulseCheck dashboard in real time. This involves setting up WebSocket or webhook listeners for incoming responses and updating visualizations live. Managers can monitor sentiment trends as responses arrive, improving the speed of intervention when morale issues are detected.

Acceptance Criteria

Instant Response Synchronization

Given a survey deployed in a Slack/MS Teams channel When a participant submits a response Then the response appears on the PulseCheck dashboard within 2 seconds of submission

Bulk Response Handling

Given 50+ responses are submitted simultaneously When PulseCheck processes incoming data Then all responses are synchronized without loss or duplication and the dashboard reflects the correct total count

WebSocket Connection Resilience

Given the client maintains a WebSocket connection When the network experiences intermittent disruptions Then the client automatically reconnects within 5 seconds and any missed responses are synchronized upon reconnection

Live Visualization Update

Given multiple sentiment responses arrive in quick succession When the dashboard is displayed Then visual charts update dynamically without requiring a manual refresh

Error Notification Handling

Given a failed synchronization attempt When a webhook or WebSocket error occurs Then the system logs the error and displays an alert to the manager within the dashboard within 10 seconds

Authentication & Permission Control

"As a user, I want secure authentication and permission checks for launching polls so that only authorized personnel can deploy surveys."

Description

Implement OAuth-based authentication flows for Slack and Teams to ensure secure access to the QuickPoll Launcher. Include role-based permission checks so that only authorized users (e.g., HR managers, team leads) can deploy surveys. The system should handle token refresh and revocation, maintaining compliance with enterprise security standards.

Acceptance Criteria

Slack OAuth Authentication Flow

Given a user initiates QuickPoll via Slack When they are redirected to Slack’s OAuth authorization page and grant permissions Then the system receives a valid access token and displays a confirmation message in Slack.

Microsoft Teams OAuth Authentication Flow

Given a user initiates QuickPoll via Teams When they are redirected to Microsoft’s OAuth authorization page and grant permissions Then the system receives a valid access token and displays a confirmation message in Teams.

Access Token Refresh

Given an existing access token is nearing expiration When the system detects token expiry within 5 minutes Then it automatically requests and obtains a new access token without requiring user intervention.

Token Revocation Handling

Given a user revokes QuickPoll’s permissions in Slack or Teams settings When the system next attempts to use the revoked token Then it detects the revocation and prompts the user to reauthenticate.

Role-Based Permission Enforcement

Given a user with the HR manager or team lead role authenticates successfully When they attempt to launch a QuickPoll Then the system allows deployment; and any user without these roles receives a 401 Unauthorized error.

Scheduled Poll Deployment

"As an HR manager, I want to schedule surveys in advance so that I can automate pulse checks ahead of key events."

Description

Introduce a scheduling interface within the QuickPoll Launcher where users can set future dates and times for survey deployment. Scheduled surveys should auto-launch at the specified time in the selected Slack/Teams channel. The system will send confirmation notifications and allow users to modify or cancel scheduled polls prior to launch.

Acceptance Criteria

Future Poll Scheduling

Given a user opens the QuickPoll scheduling interface, When they select a future date, time, and valid Slack/Teams channel and click 'Schedule', Then the poll is saved with the correct deployment timestamp and displayed in the 'Scheduled Polls' list.

Scheduled Poll Modification

Given a user views their scheduled poll in the 'Scheduled Polls' list, When they update the date, time, or channel and click 'Save Changes', Then the poll details are updated accordingly and a confirmation message is shown.

Scheduled Poll Cancellation

Given a user views their scheduled poll in the 'Scheduled Polls' list, When they click 'Cancel' and confirm the action, Then the poll is removed from the list and a cancellation confirmation notification is sent.

Automated Poll Deployment

Given the system reaches the scheduled deployment timestamp, When the time matches the scheduled poll, Then the poll is automatically launched in the selected Slack/Teams channel without manual intervention.

Scheduling Confirmation Notification

Given a user schedules a new poll, When the scheduling is successfully saved, Then the system sends a confirmation message in the user’s Slack/Teams channel summarizing the scheduled date, time, and channel.

SmartPing Reminders

Automates context-aware reminders to non-respondents at optimal times, boosting participation rates by gently nudging team members based on their activity patterns and workload.

Requirements

Activity Pattern Analysis

"As an HR manager, I want the system to learn each team member’s work habits so that reminders are sent when they are most likely to respond."

Description

The system analyzes individual team members' activity patterns, including active hours, project involvement, and recent survey interactions to determine their optimal reminder windows.

Acceptance Criteria

Peak Inactivity Window Detection

When analyzing a user’s login and logout activity over the past 30 days, the system identifies time windows of at least 4 consecutive hours of inactivity occurring on at least 5 out of 7 days.

Project-Based Activity Clustering

Given a user’s project assignment logs, the system clusters days where over 70% of active time is spent on the same project and schedules reminders outside those clusters.

Recent Survey Engagement Adjustment

When a user completes a sentiment survey, the system suppresses any reminder notifications for the subsequent 12 hours.

Calendar Conflict Avoidance

Given read access to a user’s calendar, the system detects meetings marked as busy and refrains from sending reminders during those events with false positive rate under 5%.

Adaptive Reminder Timing Feedback Loop

After each reminder response, the system adjusts the user’s optimal reminder window by no more than 1 hour based on response timing, achieving at least 90% prediction accuracy.

Optimal Reminder Timing

"As a startup team lead, I want reminders delivered at times my team members are less busy so that I can get timely feedback without disrupting their workflow."

Description

Automatically schedule reminders at times when non-respondents are most likely to engage, avoiding peak busy periods and off-hours to maximize participation without causing annoyance.

Acceptance Criteria

Non-Respondent Morning Activation

Given a non-respondent user whose highest engagement is between 9:00 AM and 11:00 AM local time, When the system schedules a reminder, Then the reminder is sent within 9:00 AM to 11:00 AM local time.

Peak Workload Avoidance

Given the user’s calendar shows a busy block between 12:00 PM and 2:00 PM, When determining reminder time, Then the system avoids scheduling reminders during that busy block and selects the nearest available time before or after the block within working hours.

Time Zone Adjustment

Given a user in a different time zone than the admin, When scheduling a reminder, Then the system converts the reminder to the user’s local optimal engagement window and logs the adjusted local timestamp.

Adaptive Retry Scheduling

Given a user has not responded after two initial reminders, When scheduling a third reminder, Then the system delays the reminder until the next identified low-workload period and ensures no more than one reminder per 24-hour period.

Off-Hours Suppression

Given it is outside the user’s defined working hours, When the system is due to send a reminder, Then the system suppresses the reminder and reschedules it at the start of the next optimal engagement window.

Context-Aware Messaging

"As a team lead, I want reminders to reference recent survey topics and my team members’ past feedback so that messages feel personalized and encourage responses."

Description

Personalize reminder content using contextual cues such as project name, recent feedback status, and each recipient’s previous response history to increase relevance and boost response rates.

Acceptance Criteria

Project-Specific Reminder

Given a user is assigned to project 'Apollo' with a pending sentiment survey, when the system sends a reminder, then the reminder subject and body include 'Apollo' as the project context; When the project name updates to 'Zeus', subsequent reminders reflect 'Zeus' within 5 minutes of the change; All project name tokens resolve correctly for 100% of targeted recipients.

Overdue Feedback Follow-Up

Given a survey is overdue by 48 hours with no user response, when the reminder is triggered, then the message references 'overdue feedback' and displays the exact number of days overdue; When the user submits feedback post-reminder, no further overdue follow-up reminders are sent; Overdue status is calculated using the recipient’s local timezone.

Low Engagement Adaptive Nudge

Given a user’s response rate falls below 50% across the last four surveys, when a reminder is sent, then the message subject includes 'We value your input' and suggests quick feedback; System limits reminders to one per week for low-engagement users; Reminders are scheduled only during the user’s recorded active hours.

Response History Informed Reminder

Given the user’s last response received a 'Needs Improvement' rating, when the reminder is generated, then the message tail includes 'Your insights are crucial for improvement'; The system logs that the specialized template was used for analytics; No generic template is applied to this user during this cycle.

Optimal Timing Workload-Aware Reminder

Given the user’s calendar shows no free slots for the next 4 hours, when scheduling a reminder, then defer sending until the next available 30-minute free slot within 24 hours; If no slot exists within 24 hours, schedule the reminder for the next business day at 9:00 AM in the user’s timezone; Reminder scheduling aligns with the recipient’s local working hours.

Multi-Channel Delivery

"As an HR manager, I want to choose the communication channel for reminders based on employee preferences so that team members receive notifications where they are most active."

Description

Support sending reminders via multiple channels, including email, Slack, and mobile push notifications, configurable per user preference to ensure reach and convenience.

Acceptance Criteria

Configuring Multiple Channels in User Preferences

Given the user opens their reminder settings When they select email, Slack, and push notification channels and save their preferences Then the system stores these preferences and displays confirmation

Email Reminder Delivery to Non-Respondent via User Preference

Given a non-respondent user with email enabled in preferences When the reminder trigger time is reached Then the system sends a reminder email to the user’s registered email address within 2 minutes

Slack Reminder Delivery to Non-Respondent via User Preference

Given a non-respondent user with Slack enabled in preferences When the reminder trigger time is reached Then the system sends a direct Slack message to the user’s linked Slack account within 2 minutes

Push Notification Delivery to Non-Respondent via User Preference

Given a non-respondent user with push notifications enabled in preferences When the reminder trigger time is reached Then the system sends a push notification to the user’s mobile device within 2 minutes

Fallback Delivery on Failure of Primary Channel

Given the system fails to deliver a reminder via the primary channel When a delivery error is detected Then the system automatically attempts delivery via the next configured channel within 5 minutes and logs the attempt

Dismiss & Snooze Options

"As an employee, I want to snooze a reminder for later when I’m busy so that I can respond at a more convenient time without getting repeated notifications immediately."

Description

Allow recipients to dismiss or snooze reminder notifications directly from the message so they can control alert frequency and avoid reminder fatigue.

Acceptance Criteria

User Snoozes Reminder During High Workload

Given a user receives a reminder notification during an ongoing activity identified as high workload, When the user selects 'Snooze' on the notification, Then the system should postpone the reminder for the default snooze duration without sending additional prompts during that period.

User Dismisses Reminder After Task Completion

Given a user has completed the task referenced in the reminder, When the user selects 'Dismiss' on the reminder message, Then the notification should be marked as dismissed and no further reminders for that task should be sent.

User Sets Custom Snooze Duration

Given a user taps 'Snooze' on a reminder and is presented with custom duration options, When the user selects a specific duration (e.g., 30 minutes, 2 hours), Then the system should reschedule the reminder to reappear only after the chosen duration has elapsed.

User Dismisses Reminder in Group Conversation

Given a group conversation contains a reminder notification, When an individual user selects 'Dismiss' on the reminder, Then the system should suppress reminders for that user only, while allowing others to still receive and act on the reminder.

User Snoozes Daily Summary Until Next Day

Given a daily summary reminder notification is received at end-of-day, When the user chooses 'Snooze Until Tomorrow', Then the system should delay the summary notification and deliver it at the scheduled time the next day.

Emoji MoodMeter

Allows employees to submit sentiment via predefined emoji reactions in chat, simplifying responses and increasing engagement by making pulse checks as quick and familiar as a reaction.

Requirements

Reaction Selection Interface

"As an employee, I want to quickly select an emoji reaction to a pulse check prompt so that I can express my mood in under five seconds."

Description

Provides an in-chat emoji picker with a set of predefined mood emojis, allowing employees to select a reaction directly within the chat interface. The picker seamlessly integrates with existing chat functionality, displaying tooltips on hover and ensuring a consistent user experience. Selected reactions are captured instantly and queued for real-time processing without interrupting the conversational flow.

Acceptance Criteria

Opening the Emoji Picker

Given the user is viewing a chat message When the user clicks the reaction icon Then the emoji picker appears within 200ms displaying all predefined mood emojis without impacting scroll behavior

Hovering Over an Emoji

Given the emoji picker is open When the user hovers over any emoji icon Then a tooltip appears within 100ms showing the mood label and description

Selecting an Emoji Reaction

Given the emoji picker is open When the user selects an emoji Then the reaction is immediately added to the local queue, a subtle confirmation visual appears next to the selected emoji, and the picker closes

Maintaining Chat Input Focus

Given a reaction has just been selected When the emoji picker closes Then the chat input field retains focus, and the user can continue typing without manually refocusing

Real-Time Reaction Transmission

Given a reaction is in the local queue When network connectivity is available Then the reaction event is sent to the server within 500ms, receives a successful acknowledgement (2xx), and updates the live dashboard, all without requiring a page reload

Emoji Library Customization

"As an HR administrator, I want to customize the set of available emojis so that they align with our company’s culture and semantics."

Description

Enables administrators to add, remove, or modify emojis and their associated mood labels through an intuitive configuration dashboard. Customization options include uploading new icons, editing labels, and reordering emoji sets. Changes propagate automatically to all chat interfaces, ensuring consistency across the organization.

Acceptance Criteria

Administrator adds a new emoji to the library

Given an administrator is on the Emoji Library Customization dashboard and uploads a valid image file, When the administrator enters a mood label and clicks Save, Then the new emoji appears in the emoji list within 3 seconds and is selectable in all active chat interfaces.

Administrator removes an existing emoji from the library

Given an administrator views the list of configured emojis, When the administrator selects an emoji and clicks Delete, Then the emoji is removed from the list and no longer appears as a reaction option in any chat interface within 5 seconds.

Administrator modifies an emoji's mood label

Given an administrator selects an existing emoji from the library, When the administrator updates the mood label and confirms the change, Then the updated label is displayed in the emoji list and reflected in all chat interfaces immediately.

Administrator reorders the emoji set

Given an administrator drags and drops emojis to a new order in the configuration dashboard, When the administrator saves the new order, Then the emojis display in the specified sequence in all chat interfaces without page reload.

Configuration changes propagate to user chat interfaces

Given any customization change (add, remove, modify, reorder) is saved, When a user opens or refreshes a chat window, Then the emoji set reflects the latest library state and no discrepancies exist between admin configuration and user view.

Sentiment Data Integration

"As an HR manager, I want all emoji reactions automatically recorded and analyzed so that I can view real-time sentiment trends without manual data entry."

Description

Captures each emoji response along with user metadata and timestamps, routing the data into the sentiment analysis pipeline. Responses are stored in a secure database and tagged for segmentation by team, department, and time period. Processed sentiment scores feed directly into reporting and AI-driven alert modules.

Acceptance Criteria

Emoji Submission and Data Capture

Given an authenticated employee in the chat interface, when they select an emoji reaction, then the system records that emoji along with the employee’s user ID and the exact timestamp within 1 second.

Metadata Tagging and Storage

Given a captured emoji response, when data is persisted, then the database record must include fields for user ID, team, department, timestamp, and emoji type, each correctly populated.

Real-time Pipeline Integration

Given a new database entry, when the sentiment pipeline processes the record, then a sentiment score is generated and returned to the live dashboard within 5 seconds of ingestion.

Segmentation and Reporting Tagging

Given multiple responses across teams and time periods, when an analyst queries the dashboard, then filters by team, department, and date range correctly segment and display the corresponding sentiment data.

Security and Data Integrity

Given the sentiment data storage, when data is at rest, then all emoji responses and metadata are encrypted, and access logs confirm only authorized services can retrieve or modify entries.

Real-time Dashboard Update

"As a team lead, I want the morale dashboard to update instantly when employees react so that I can respond immediately to emerging issues."

Description

Ensures the live morale dashboard refreshes within seconds of new emoji reactions, leveraging WebSocket connections to push updates to charts and visual indicators. Visual cues highlight significant shifts in sentiment, and threshold-based alerts trigger notifications for leadership intervention.

Acceptance Criteria

New Emoji Reaction Dashboard Refresh

Given an active WebSocket connection, when an employee submits an emoji reaction in chat, then the live morale dashboard must update within 3 seconds to display the new reaction count and percentage.

Significant Sentiment Shift Visual Cue

Given the dashboard displays sentiment data, when the percentage of a single emoji reaction changes by more than 10% within a 5-minute window, then the corresponding chart segment must glow with a highlight and display a tooltip explaining the shift.

Threshold-Based Leadership Alert

Given the sentiment metrics exceed predefined thresholds (e.g., 20% negative reactions), when this threshold is reached, then an automatic notification must be sent to leadership via email and in-app alert within 30 seconds.

WebSocket Reconnection Handling

Given the WebSocket connection is interrupted, when the connection drops, then the dashboard must attempt to reconnect every 5 seconds and display a ‘Reconnecting…’ message until restored, without losing new reactions.

Dashboard Performance Under High Load

Given up to 10,000 simultaneous emoji reactions per minute, when reactions stream in at peak volume, then the dashboard update frequency must not exceed a 5-second delay and CPU usage must remain below 70%.

Privacy and Anonymity Controls

"As an employee, I want to know my mood reactions are recorded anonymously so that I can respond honestly without fear of identification."

Description

Implements options to anonymize emoji submissions by aggregating responses at group levels and masking individual identifiers. Provides configurable pseudonymization settings to comply with privacy regulations. Administrators can toggle anonymity features per survey or team.

Acceptance Criteria

Enable Anonymity for Team Survey

Given an administrator has created a survey with anonymity enabled, when employees submit emoji reactions, then the system stores responses without any user-identifiable metadata in individual result records.

Anonymized Submission Confirmation

Given anonymity is enabled for a survey, when an employee submits an emoji reaction, then the confirmation message shows that the submission is anonymous and does not display the employee's name or identifier.

Pseudonymized Submission Tracking

Given pseudonymization is configured, when employees submit responses, then the system assigns consistent pseudonyms to each user per survey, and identifiable details are replaced by pseudonyms in exported data.

Disable Anonymity per Survey

Given anonymity is disabled for a survey, when employees submit reactions, then the system records and displays the user's name alongside their emoji response in survey reports.

Group-Level Aggregated Results Display

Given multiple team members submit emoji reactions, when viewing aggregated results, then the dashboard displays only group-level counts and percentages without revealing individual user data.

Mobile Chat Plugin Support

"As an employee, I want to use the emoji mood meter on my mobile chat app so that I can submit my sentiment anywhere."

Description

Delivers a responsive emoji reaction interface optimized for mobile chat applications on iOS and Android. Includes offline caching of responses that sync automatically when the device reconnects. Ensures performance parity with desktop chat integration, preserving a user-friendly experience on all devices.

Acceptance Criteria

Real-Time Emoji Reaction Submission Online

- Given a user is connected via mobile chat plugin, when they tap an emoji reaction, then the reaction is sent to the server and reflected on the live dashboard within 1 second. - And a confirmation toast appears within 500ms indicating successful submission.

Offline Emoji Reaction Caching

- Given a user has lost network connectivity, when they tap an emoji reaction, then the reaction is stored locally with accurate timestamp and user ID. - And an unobtrusive message indicates the reaction will sync when connectivity is restored.

Automatic Sync on Reconnection

- Given there are one or more cached reactions from offline usage, when network connectivity is restored, then all cached reactions are automatically sent to the server in chronological order. - And each reaction’s successful sync is acknowledged with a local success notification. - And the local cache is cleared only after server confirmation.

Performance Parity with Desktop

- Given high reaction volume (100+ reactions per minute) or usage on low-end devices, when interacting with the plugin, then the interface must load within 1.5 seconds, and each emoji tap must register within 200ms. - And CPU and memory usage must not exceed 50% of the allocated resources.

Responsive UI Across iOS and Android

- Given a variety of screen sizes on iOS and Android, when opening the plugin, then the layout adapts without horizontal scrolling and displays emojis at a minimum of 48x48 pixels. - And touch targets for each emoji are at least 40x40 pixels to ensure accessibility.

InsightBot Summaries

Delivers concise, chat-based summaries of sentiment trends and key insights after each survey, empowering leaders to act swiftly on real-time morale data without switching to external dashboards.

Requirements

Real-time Summary Generation

"As an HR manager, I want to receive instant summaries of survey results so that I can quickly understand employee sentiment and take prompt action."

Description

Automatically generates concise summaries of sentiment trends and key insights immediately after each employee survey is completed, leveraging AI to distill large volumes of response data into actionable bullet points. This functionality ensures leaders receive timely, accurate overviews without manual analysis, enhancing responsiveness to morale shifts.

Acceptance Criteria

Immediate Summary Generation

Given a completed employee survey submission When the AI processes the responses Then a concise summary of key sentiment trends and insights is generated and displayed in the chat within 30 seconds of submission

Summary Accuracy Validation

Given a dataset of 50+ survey responses with known sentiment trends When the AI generates the summary Then the summary correctly identifies at least the top three sentiment trends matching manual analysis with a minimum 90% accuracy

InsightBot Chat Delivery

Given a generated summary is available When the team lead opens the InsightBot chat interface Then the summary appears as a new message titled “Survey Summary” and lists actionable bullet points

Summary Format Compliance

Given the summary content Then it is formatted as 3–5 bullet points, each no longer than two sentences, and includes sentiment score, trend description, and one recommended action

Generation Failure Handling

Given the AI fails to generate a summary within 60 seconds or encounters an error Then the system displays an error notification in the chat with a clear message and a button to retry summary generation

Customizable Summary Parameters

"As a team lead, I want to select which metrics are highlighted in the summaries so that I can focus on the most relevant insights for my department."

Description

Allows administrators to configure which data points, timeframes, and insight categories (e.g., burnout risk, engagement level) are emphasized in the summaries, ensuring the output aligns with organizational priorities and specific analytical needs.

Acceptance Criteria

Selecting Data Points for Summaries

Given the administrator is on the Summary Parameters settings page When they select 'Engagement Level' and 'Burnout Risk' data points and click 'Save' Then the InsightBot summary includes only 'Engagement Level' and 'Burnout Risk' data points

Defining Timeframe for Summary Insights

Given the administrator accesses the Timeframe selector within Summary Parameters When they choose a custom date range of the last 30 days and save the configuration Then the InsightBot summary reflects sentiment trends exclusively within the selected 30-day period

Prioritizing Insight Categories

Given the administrator is configuring insight categories When they mark 'Team Engagement' as high priority and deselect 'Workload Intensity' Then the generated summary highlights 'Team Engagement' insights and omits 'Workload Intensity' information

Previewing Custom Summary Format

Given the administrator has configured data points, timeframes, and categories When they click 'Preview Summary' Then a sample summary appears showing selected parameters, matching the live InsightBot summary format

Saving and Applying Parameter Configurations

Given the administrator has finalized summary parameters When they save the configuration and log out then log back in Then their custom summary parameters persist and are applied to all subsequent InsightBot summaries

Chat Interface Integration

"As a startup founder, I want to chat with InsightBot to fetch sentiment summaries directly within our communication tool so that I don’t have to switch between platforms."

Description

Embeds InsightBot within the existing PulseCheck chat interface, enabling leaders to request, receive, and interact with summary data through conversational prompts without navigating away from their messaging environment.

Acceptance Criteria

Requesting Summary via Chat Prompt

Given an HR manager sends a request for a sentiment summary in the PulseCheck chat When the request is received Then InsightBot returns a concise summary of key sentiment trends covering positive, neutral, and negative shifts within 2 seconds

Interactive Drill-Down on Summary Data

Given the leader receives a summary When they ask a follow-up question referencing a specific data point (e.g., “Why did negative sentiment spike on Tuesday?”) Then InsightBot provides detailed context and data-backed explanations in the chat

Handling Invalid Chat Inputs

Given a user submits an unrecognized or malformed request When InsightBot cannot interpret the prompt Then the bot responds with an error message guiding the user on valid request formats within 1 second

Maintaining Conversation Context

Given a multi-turn interaction Where the leader asks consecutive questions about the same survey session When the user references previous summary elements Then InsightBot maintains context and provides relevant responses without requiring full restatement

Performance Under High Load

Given 50 concurrent chat requests for summaries When the system is under peak load Then all requests receive responses within 3 seconds with no data loss or errors

Insight Delivery Notifications

"As an HR director, I want to be notified when InsightBot generates a new summary or detects a major morale change so that I can review insights immediately."

Description

Implements push and email notifications that alert designated users when a new summary is available or when significant shifts in sentiment are detected, ensuring critical insights are not overlooked.

Acceptance Criteria

New Summary Notification Triggered

Given the system completes generation of a new insight summary for a user, when the summary is available, then the system sends a push notification and an email to all designated users within 2 minutes.

Significant Sentiment Shift Alert

Given the weekly sentiment analysis detects a sentiment score change exceeding the configured threshold, when analysis concludes, then the system sends alerts via both push notification and email to designated users immediately.

Deep Link Opening of Summary

Given a user receives a push notification for a new summary, when the user taps on the notification, then the app opens directly to the detailed summary page displaying the latest insights.

Notification Preferences Update

Given a user updates their notification preferences to disable email alerts, when preferences are saved, then the system no longer sends email notifications but continues to send push notifications according to their settings.

Notification Delivery Failure Handling

Given the system fails to send a notification due to a transient error, when the initial send attempt fails, then the system retries up to three times with exponential backoff and logs any persistent failures for administrator review.

Summary Export and Sharing Options

"As an operations manager, I want to export and share the summary with executives so that we can review and discuss findings in our strategy meetings."

Description

Enables users to export chat-based summaries into PDF or CSV formats and share them with stakeholders via direct link or email, facilitating broader collaboration and archival of sentiment reports.

Acceptance Criteria

Export Summary as PDF

Given the user is viewing the chat-based summary for a completed sentiment survey When the user selects the “Export as PDF” option Then the system generates and downloads a PDF file named “PulseCheck_Summary_<timestamp>.pdf” that matches the on-screen summary in content and layout

Export Summary as CSV

Given the user is viewing the chat-based summary for a completed sentiment survey When the user selects the “Export as CSV” option Then the system generates and downloads a CSV file containing the summary data with columns for timestamp, sentiment score, key insights, and action items

Share Summary via Direct Link

Given the user has a completed summary available When the user selects “Share via Link” and clicks “Generate Link” Then the system creates a unique, access-controlled URL and displays it for copying

Share Summary via Email

Given the user has a completed summary available and enters one or more valid stakeholder email addresses When the user selects “Share via Email” and clicks “Send” Then the system sends an email to each address with a secure link to the summary and a PDF attachment of the summary

Stakeholder Accesses Shared Summary

Given a stakeholder receives a share link via email or direct share When the stakeholder clicks the link Then the system prompts for authentication (if required) and displays the chat-based summary and download options without errors

Survey Designer

Provides an intuitive in-chat interface for customizing question sets and survey frequency, enabling HR and team leads to tailor pulse checks to different teams’ unique needs and objectives.

Requirements

Drag-and-Drop Question Builder

"As an HR manager, I want to drag and drop questions to quickly tailor pulse surveys so that I can capture precise feedback without technical delays."

Description

Enables users to construct surveys by dragging and dropping various question types (e.g., multiple choice, open-ended, rating scales) directly within the chat interface. This functionality accelerates survey creation, reduces the learning curve for new users, and seamlessly integrates with PulseCheck’s backend to store and render questions consistently across dashboards, ensuring that each survey accurately captures the feedback goals of different teams.

Acceptance Criteria

Adding a Multiple Choice Question via Drag-and-Drop

Given the survey designer is open with the question palette visible When the user drags a multiple choice question card into the survey canvas Then the question appears in the canvas with default answer options And the question is persisted in the backend survey configuration

Reordering Questions in the Builder

Given an existing survey containing at least three questions When the user drags the third question above the first question Then the questions reorder visually in the builder And the updated sequence is saved in the backend

Integrating Rating Scale Question with Backend Rendering

Given the user adds a rating scale question via drag-and-drop When they set the scale range to 1–5 and save the survey Then the rating question displays correctly in the preview and on the live survey And the backend stores the selected scale range accurately

Removing an Unwanted Question from a Survey

Given a survey draft contains a question to be removed When the user clicks the delete icon on the question and confirms deletion Then the question is removed from the canvas And the backend schema is updated to exclude the deleted question And a confirmation message is displayed

Saving and Loading Customized Question Sets

Given the user customizes a set of questions and saves it as a template When they initiate a new survey and choose to load the template Then all questions load into the builder in the saved order with their configurations And no data loss or corruption occurs during the load process

Predefined Question Templates

"As a team lead, I want access to predefined templates so that I can deploy relevant pulse surveys faster and ensure consistent question quality."

Description

Offers a library of customizable, role-specific question templates categorized by themes such as engagement, workload stress, and team collaboration. This requirement streamlines survey setup by providing best-practice starting points, ensures consistency across repeated pulse checks, and allows users to modify template questions to fit unique team contexts while preserving organizational standards.

Acceptance Criteria

Accessing the Predefined Question Template Library

Given the HR manager opens the Survey Designer, When the system loads the Predefined Question Templates library, Then at least 10 role-specific templates are displayed, categorized by theme, and the library renders within 2 seconds.

Filtering Templates by Theme

Given the user views the template library, When they select the 'Workload Stress' filter, Then only templates tagged 'Workload Stress' are displayed within 1 second.

Selecting a Template

Given the template list is displayed, When the user clicks on a predefined template, Then the survey composer is populated with the template’s questions in editable fields.

Customizing a Template

Given a template is loaded into the survey composer, When the user edits question text and saves, Then the composer reflects the updated questions and a new custom template is added under 'My Templates'.

Preserving Organizational Standards

Given the user attempts to remove a standard placeholder question, When they confirm deletion, Then the system displays a warning and prevents removal unless an admin override is performed with explicit confirmation.

Custom Survey Frequency Scheduler

"As an HR manager, I want to schedule recurring surveys at specific intervals so that I can maintain consistent engagement monitoring without manual oversight."

Description

Allows users to set and adjust survey cadence on a per-team or organization-wide basis, supporting daily, weekly, bi-weekly, or monthly intervals. This scheduler integrates with calendar APIs to avoid survey fatigue, automatically pauses during holidays, and triggers reminders at optimal times, ensuring surveys are delivered consistently without manual intervention and improving response rates.

Acceptance Criteria

Team-Specific Daily Survey Scheduling

Given a team lead sets the survey frequency to "Daily" for Team Alpha When the configuration is saved Then the system schedules a survey every 24 hours for Team Alpha at the specified time And confirms the next three survey dates in the interface

Organization-Wide Weekly Survey Configuration

Given an admin selects "Weekly" frequency for the entire organization When they choose the day and time for delivery Then the system creates a recurring survey every 7 days organization-wide And displays the schedule in the dashboard calendar view

Holiday-Aware Survey Pause

Given the organization’s holiday calendar is integrated When a scheduled survey date falls on a holiday Then the system automatically skips that date And reschedules the survey to the next valid business day

Calendar API Conflict Avoidance

Given the survey scheduler is connected to calendar APIs When a survey time conflicts with existing company events Then the system identifies the conflict And adjusts the survey to the nearest available non-conflicting time slot

Optimal Reminder Triggering

Given a survey is scheduled to be sent When the reminder threshold (e.g., 2 hours before deadline) is reached Then the system sends reminder notifications to participants And logs each reminder action for audit tracking

Real-time Survey Preview Mode

"As a survey designer, I want to preview the survey in real time so that I can validate the flow and formatting before sending it to employees."

Description

Provides a live preview of the survey appearance and flow from the employee’s perspective, allowing designers to test question sequencing, formatting, and branching logic before deployment. This requirement connects the preview environment to the actual question set stored in PulseCheck, ensuring that what users preview matches the live survey experience and reduces deployment errors.

Acceptance Criteria

Live Preview Launch

Given a designer is viewing a saved survey set, When they click the 'Preview' button, Then the system displays a full-screen live preview reflecting the current question set.

Question Sequencing Validation

Given the survey has a defined question sequence, When the preview is loaded, Then the questions appear in the exact defined order.

Formatting Fidelity Check

Given question text and styling (fonts, colors) are set, When preview mode is active, Then the survey UI matches the actual deployed styling with no discrepancies.

Branching Logic Execution

Given conditional branching rules are configured, When test responses are entered in preview, Then subsequent questions follow the defined branching paths correctly.

Real-time Content Sync

Given modifications are made to the question set, When the preview mode is refreshed, Then changes are reflected instantly without manual reload.

Team-specific Template Management

"As a team lead, I want to manage and share templates specific to my team so that I can customize pulse checks for our unique goals and collaborate with other leads."

Description

Enables creation and management of unique question templates for individual teams, with permissions to share, clone, or restrict template access. This requirement integrates with PulseCheck’s role-based access controls, ensuring that each team lead can maintain tailored survey sets that align with their team’s objectives while also promoting collaboration by sharing effective templates across teams.

Acceptance Criteria

Creating a New Team-Specific Template

Given I am a Team Lead with template creation permissions When I access the Template Management section and click “Create New Template” Then I can enter a unique template name, add at least three customizable questions, set a survey frequency, and successfully save the template And the newly created template appears in my team’s template list

Cloning an Existing Template for Customization

Given an existing team-specific template is available When I select the template and click “Clone” Then a duplicate template is created with “Copy of” prefixed to its name And I can modify questions, frequency, and permissions on the cloned version without affecting the original

Sharing Templates Across Teams

Given I am a Team Lead with share permissions When I choose a template and select “Share with Other Teams” Then I can select one or more target teams and assign view or edit permissions And each selected team’s lead sees the shared template in their template list with the correct access level

Restricting Template Access for Unauthorized Users

Given a template is restricted to my team only When a member of another team attempts to view, clone, or edit that template Then the system displays “Access Denied” and prevents any form of access or duplication

Role-Based Access Control Enforcement

Given users have roles of HR Manager, Team Lead, or Team Member When each role logs into the Template Management interface Then HR Managers can view, create, clone, share, edit, and delete all templates And Team Leads can perform those actions only on templates they own or that have been shared with their team And Team Members can view and respond to surveys but cannot create, clone, edit, or delete templates

Threaded Pulse Reports

Automatically generates dedicated chat threads for each survey, compiling responses, visual charts, and action recommendations in one place to streamline discussions and follow-up actions.

Requirements

Thread Creation Automation

"As an HR manager, I want a chat thread created automatically for each survey so that I can immediately view responses and start discussions without manual setup."

Description

Automatically generate a dedicated chat thread whenever a new sentiment survey is sent, aggregating all responses, visual insights, and discussion points in a single, centralized location. This automates the setup process for follow-up discussions, ensures no survey is overlooked, and streamlines collaboration by providing a ready-to-use thread linked directly to the survey.

Acceptance Criteria

New Survey Thread Initialization

Given a new sentiment survey is dispatched When the system receives the survey payload Then a dedicated chat thread is created instantly and linked to the survey ID

Response Aggregation Snapshot

Given multiple employee responses to a survey When the chat thread is generated Then all responses are aggregated and visible within the thread in chronological order

Visual Insight Attachment

Given survey results include sentiment scores and trends When the thread is populated Then visual charts (bar, line, and pie) are attached in the thread corresponding to the data points

Thread Accessibility Linkage

Given the survey is sent via email or in-app notification When the user views the survey Then a direct link to the corresponding chat thread is prominently displayed

Automated Notification Dispatch

Given a chat thread is created for a survey When the thread is ready Then an automated notification is sent to designated team leads with thread details and access instructions

Response Summarization Engine

"As a team lead, I want summarized themes and sentiment trends from survey responses so that I can grasp employee mood at a glance and prioritize follow-up actions."

Description

Implement an engine that analyzes individual survey responses, extracts key themes and sentiment trends, and provides a concise textual summary at the top of the thread. This highlights critical insights, reduces information overload, and helps leaders quickly understand the overall morale without reading every response.

Acceptance Criteria

Generate Summary Upon Survey Completion

Given a survey is completed by at least one user, when the Response Summarization Engine processes the responses, then it generates a summary listing at least three distinct key themes and an overall sentiment score within 5 seconds of submission.

Highlight Critical Sentiment Shifts

Given response sentiment scores are compared to the previous survey cycle, when a sentiment shift exceeds 20% positive or negative, then the summary flags the shift with an alert indicator.

Maintain Summary Length within Limit

Given any number of survey responses, when the summary is generated, then its length does not exceed 150 words.

Accuracy of Theme Extraction

Given a set of manually tagged responses with known themes, when the engine extracts themes, then it matches at least 90% of the manually identified key themes.

Integration with Thread Creation Workflow

Given a new chat thread is created for a survey, when the summary is generated, then it is automatically posted at the top of the thread within 3 seconds.

Interactive Chart Integration

"As a startup founder, I want interactive visual charts in the thread so that I can explore survey data trends and share insights with stakeholders easily."

Description

Embed dynamic, interactive charts within each thread that visualize response distributions over time, by department, and by sentiment category. Users can filter by date ranges or demographics, hover for details, and export visual data for reports. This ensures deeper data exploration directly in the discussion context.

Acceptance Criteria

Time-based Chart Rendering

Given a pulse survey thread with responses over the past 30 days, when the thread loads, then a line chart visualizing daily response counts appears with time on the x-axis and counts on the y-axis

Department Filter Application

Given a survey thread, when the user selects a specific department from the dropdown filter, then the chart updates to display only responses from that department

Demographic Filter Application

Given demographic filter options for age group and location, when the user applies the filters, then the chart reflects responses matching the selected demographics

Hover Tooltip Display

Given an interactive chart, when the user hovers over any data point, then a tooltip appears showing the exact date, response count, and sentiment breakdown

Date Range Chart Filtering

Given a date range selector, when the user adjusts the start and end dates, then the chart refreshes to show data within the selected range

Data Export Functionality

Given the export function in a survey thread, when the user clicks the export button, then a CSV file of the currently viewed chart data is downloaded

AI-Driven Action Recommendations

"As an HR director, I want AI-generated action recommendations based on survey data so that I can swiftly implement strategies to address emerging issues and boost employee engagement."

Description

Leverage AI to analyze survey summaries and thread discussions, generating tailored action items and best-practice suggestions for improving team morale. Recommendations should be context-aware, link to relevant resources, and update as new responses arrive, facilitating proactive leadership interventions.

Acceptance Criteria

Generate Initial AI Recommendations

Given a pulse survey thread has at least 5 responses, when the AI-driven recommendation engine processes the summary, then within 30 seconds it generates at least three distinct action items, each including a title, a description, and a link to a relevant resource.

Update Recommendations with New Responses

Given new survey responses are posted to an existing thread, when the AI re-evaluates the thread, then it updates existing recommendations by reflecting new sentiment trends and timestamps changes in a dedicated 'Updates' section.

Verify Resource Link Functionality

Given the AI-generated recommendations include resource links, when a recommended link is clicked, then it directs the user to a relevant internal or external resource and the click is tracked for engagement analytics.

Ensure Context-Aware Recommendation Accuracy

Given the AI analyzes the sentiment summary and discussion tone, when generating recommendations, then each recommendation must be context-aware—aligned with identified sentiments (e.g., burnout, morale boost)—and scored with a confidence level ≥ 75%.

Incorporate User Feedback on Recommendations

Given that a team lead flags a recommendation as irrelevant, when the AI receives this feedback, then it removes or reprioritizes the flagged recommendation and logs the feedback for future model training.

Role-Based Thread Permissions

"As a privacy officer, I want role-based access control for survey threads so that only authorized personnel can see and act on sensitive employee feedback."

Description

Introduce granular permission controls allowing administrators to define which user roles can view, comment, or manage each survey thread. This protects sensitive feedback, ensures confidentiality, and aligns with organizational privacy policies by restricting thread access appropriately.

Acceptance Criteria

Admin Configures Role-Based Access

Given an administrator navigates to the survey thread settings, When they select a user role and assign 'view', 'comment', or 'manage' permissions, Then the role’s access level is saved and reflected immediately in the thread’s permission list.

Manager Views Authorized Threads

Given a user with the 'comment' role accesses the thread list, When they select a survey thread with view permission, Then the thread content and comments are visible but management options are disabled.

Restricted Access for Unauthorized Users

Given a user without any assigned permissions attempts to access a survey thread, When they click on the thread link, Then they receive an 'Access Denied' message and cannot view or comment on the thread.

Administrator Modifies Existing Permissions

Given an administrator edits an existing survey thread’s permissions, When they change a role’s permission level and save, Then the updated permissions take effect immediately for all users in that role.

Audit Trail Logs Permission Changes

Given any change to thread permissions is made by an administrator, When the change is confirmed, Then an entry is created in the audit log including timestamp, administrator ID, affected thread ID, and permission changes.

Real-Time Update Sync

"As a remote team member, I want thread content and charts to update instantly when new responses arrive so that I always make decisions based on the latest data."

Description

Ensure that any new survey response or comment in the thread is instantly reflected across all user devices and dashboards. Implement web sockets or similar push technologies to keep threads and embedded charts up to date in real time, enhancing collaboration and decision-making speed.

Acceptance Criteria

Live Dashboard Update on New Survey Response

Given a user is viewing the dashboard when a new survey response is submitted, Then the dashboard updates within 2 seconds to display the new response without manual refresh.

Thread Chat Refresh on Comment Submission

Given a user posts a comment in the survey thread, When the comment is successfully sent, Then all participants' chat threads display the new comment in real time within 1 second.

Embedded Chart Synchronization Across Devices

Given a chart is embedded in multiple users' dashboards, When survey data changes, Then each chart reflects the updated data within 3 seconds on desktop and mobile clients.

Offline to Online Sync Validation

Given a user reconnects after being offline, When the connection is reestablished, Then all missed survey responses and comments sync to the client automatically and in the correct chronological order.

High Frequency Response Load Handling

Given 100 simultaneous survey responses, When they arrive at the system, Then all dashboards and threads update all new entries within 5 seconds without loss or duplication.

Insight Brief

Delivers a three-sentence executive summary of key sentiment shifts and overall mood trends, allowing leaders to grasp team morale at a glance and free up hours typically spent on in-depth analysis.

Requirements

Executive Summary Generator

"As an HR manager, I want an automated three-sentence summary of sentiment trends so that I can quickly understand team morale without spending hours on data analysis."

Description

Automatically composes a concise, three-sentence brief that highlights the most significant sentiment shifts and overall mood trends detected across survey results. This feature uses AI-driven natural language processing to distill complex sentiment data into an executive-ready summary, ensuring leaders can grasp team morale changes instantly without manual analysis. It integrates seamlessly with the PulseCheck dashboard, updating in real time as new survey responses arrive, and supports multiple languages for global teams.

Acceptance Criteria

Summary Generation on New Data

Given new survey responses arrive When the Executive Summary Generator processes them Then a three-sentence summary appears within 60 seconds highlighting the largest sentiment shift, overall mood trend, and recommended next action

Accuracy against Manual Analysis

Given a benchmark dataset with known sentiment points When the generator produces a summary Then at least 90% of the key sentiment shifts and mood trends match the manually created summary

Real-time Dashboard Integration

Given the PulseCheck dashboard is open When new survey responses are submitted Then the executive summary updates without requiring a page reload

Multilingual Summary Support

Given the user selects Spanish or French as the summary language When the summary is generated Then all three sentences are correctly translated and maintain grammatical accuracy

Performance under High Load

Given a batch of 10,000 survey responses When the summary is requested Then the three-sentence executive brief is generated in under 2 seconds

Key Trend Identifier

"As a startup team lead, I want the system to pinpoint the most impactful sentiment changes so that I can address emerging issues and reinforce positive developments promptly."

Description

Detects and prioritizes the top three positive and negative sentiment shifts within a defined time period, tagging them with context such as team, department, or project. The system analyzes historical and current survey data to rank trends by significance and impact, enabling leaders to focus on the most critical morale changes. The identified trends feed directly into the executive summary and support deeper drill-down in the dashboard.

Acceptance Criteria

Weekly Trend Analysis Request

Given the system has sentiment survey data for the past 7 days, When the HR manager activates the Key Trend Identifier, Then the system identifies the top 3 positive and top 3 negative sentiment shifts, ranking them by magnitude of change.

Department-specific Sentiment Tagging

Given sentiment data segmented by department, When the system processes Key Trend Identifier, Then each of the identified top 3 positive and negative trends is correctly tagged with its respective department.

Historical vs Current Comparison

Given historical and current survey data are available, When the system compares time periods, Then it calculates percentage change in sentiment and ranks trends based on statistical significance (p-value < 0.05).

Dashboard Drill-down Integration

Given the trend data has been identified, When a user selects a trend on the dashboard, Then detailed drill-down information including time-series charts and sample survey responses for that trend is displayed within 2 seconds.

Executive Summary Feed

Given the top sentiment trends are identified, When generating the Insight Brief, Then the system compiles a three-sentence summary that includes the top positive and negative trends with context (team/department) and overall mood trend.

Summary Customization Options

"As an HR director, I want to customize which teams and sentiment metrics are included in the brief so that the insights I receive align with my strategic focus areas."

Description

Allows users to tailor the content and format of the Insight Brief by selecting parameters such as time range, specific teams or departments, sentiment dimensions (e.g., engagement, stress, satisfaction), and tone preferences (e.g., formal, conversational). These customization settings are saved per user and applied automatically to each new brief, ensuring relevance and consistency. The feature integrates with user profiles and access controls to maintain data privacy.

Acceptance Criteria

Customizing Time Range for Insight Brief

Given a user selects a predefined or custom date range in the customization settings, when the Insight Brief is generated, then the brief exclusively reflects data within the selected range.

Filtering Insight Brief by Specific Teams

Given a user selects one or more teams or departments, when the Insight Brief is generated, then only sentiment data for the selected teams or departments is included.

Selecting Sentiment Dimensions for Brief

Given a user selects specific sentiment dimensions (e.g., engagement, stress, satisfaction) in the customization settings, when the Insight Brief is generated, then the brief contains only metrics and commentary related to those dimensions.

Applying Tone Preferences to Insight Brief

Given a user chooses a tone preference (formal or conversational), when the Insight Brief is generated, then the language and style of the three-sentence summary match the selected tone.

Automatic Application of Saved Custom Settings

Given a user has saved their customization settings in their profile, when they request a new Insight Brief, then the system automatically applies the saved settings without requiring reconfiguration.

Multi-Channel Brief Delivery

"As a team lead, I want to receive the executive summary via Slack so that I can view the insights in my regular workflow without logging into another platform."

Description

Distributes the generated Insight Brief through multiple channels, including email, in-app notifications, and Slack or Microsoft Teams integrations. Users can schedule automated deliveries at preferred intervals (e.g., daily, weekly) and choose specific recipients or distribution lists. The delivery system tracks open rates and engagement metrics, providing feedback on the most effective communication channels.

Acceptance Criteria

Email Delivery Scheduling

Given a user has scheduled the Insight Brief for daily email delivery at a specified time, When the scheduled time is reached, Then the system automatically sends the email containing the Insight Brief to all selected recipients without errors.

In-App Notification Dispatch

Given the Insight Brief is generated, When a user opens the application within the scheduled interval, Then an in-app notification with the summary is displayed promptly and links to the full report.

Slack Integration Message Delivery

Given that Slack integration is enabled, When the scheduled delivery time occurs, Then the system posts the Insight Brief summary to the configured Slack channel and tags the specified user group.

Microsoft Teams Integration Message Delivery

Given that Microsoft Teams integration is configured, When the scheduled delivery triggers, Then the system posts the Insight Brief to the designated Teams channel and notifies the selected members.

Recipient Selection and List Management

Given that distribution lists and individual recipients are defined, When a user selects specific lists or recipients for a scheduled delivery, Then only those chosen users receive the Insight Brief across all enabled channels.

Engagement Metrics Tracking

Given multiple deliveries of the Insight Brief, When recipients open or interact with the brief via email, in-app notification, Slack, or Teams, Then the system accurately records open rates, click-throughs, and notification views and displays this data in the delivery dashboard.

Brief Archive and Comparison

"As a COO, I want to compare briefs from different quarters side by side so that I can evaluate the effectiveness of our morale initiatives over time."

Description

Stores all past Insight Briefs in a searchable archive, enabling users to review historical summaries and compare sentiment trends over time. The archive features side-by-side comparison tools and visual cues for recurring themes or outliers, helping leaders identify long-term patterns and assess the impact of interventions. Access to archived briefs respects user permissions and is integrated with the main dashboard for unified navigation.

Acceptance Criteria

Archiving Completed Insight Briefs

Given an Insight Brief is generated and finalized, when the system processes it, then the brief is automatically saved to the archive with a timestamp and metadata Given a user views the archive, when new briefs exist, then they appear in the list sorted by date descending

Searching Archived Briefs

Given the archive contains multiple Insight Briefs, when the user enters a search term matching date, theme, or keyword, then only relevant briefs are returned Given no briefs match the search term, when the user performs a search, then a 'No results found' message is displayed

Comparing Two Insight Briefs

Given two briefs selected by the user, when the user clicks 'Compare', then a side-by-side comparison view is displayed with differences highlighted Given the comparison view is open, when the user hovers over a highlighted difference, then a tooltip explains the variance

Identifying Recurring Themes

Given the archive has multiple briefs, when the user filters by theme frequency, then a list of themes sorted by descending recurrence is displayed Given a theme appears in at least three briefs, when themes are visualized, then recurring themes are highlighted with a distinct visual cue

Permission-Based Access to Archive

Given a user with 'Admin' role, when accessing the archive, then they can view, search, and compare all briefs Given a user with 'Viewer' role, when accessing the archive, then they can view and search only permitted briefs Given a user without archive permissions, when attempting access, then an 'Access Denied' message is displayed

Action Agenda

Automatically compiles and ranks recommended next steps from proven playbooks into a clear, prioritized checklist, guiding executives on targeted interventions without manually reviewing extensive reports.

Requirements

Playbook Integration

"As an HR manager, I want the system to automatically import and update proven intervention playbooks so that I can rely on trusted best practices without manual input."

Description

Integrate a curated library of proven HR and management playbooks into Action Agenda, enabling the feature to pull targeted intervention steps directly from established best practices. This integration should allow seamless updates of playbooks without requiring system downtime, and support version control to track changes over time.

Acceptance Criteria

Pulling Intervention Steps from Integrated Playbook

Given an HR manager initiates Action Agenda recommendations When the system queries the integrated playbook library Then it returns a ranked checklist of intervention steps with source playbook and version metadata within 2 seconds

Seamless Playbook Update During Operation

Given a new playbook version is deployed When the update is applied Then there is no downtime, no failed user requests, and the new playbook is available immediately for querying

Version Control Tracking

Given multiple versions of a playbook exist When a user views playbook history Then the system displays each version with its timestamp, author, and change summary in chronological order

Fallback to Previous Playbook Version

Given the latest playbook version fails validation When a recommendation request is made Then the system automatically uses the last validated version and logs an alert of the failure

Audit Log Generation for Playbook Changes

Given any playbook creation, update, or deletion When the change occurs Then an audit record with user ID, timestamp, change type, and details is generated and accessible via API

Recommendation Ranking Algorithm

"As a team lead, I want the system to rank intervention steps by importance so that I can focus on the most critical actions first."

Description

Develop an AI-driven ranking engine that evaluates and prioritizes recommended actions based on factors such as urgency, predicted impact, and organizational context. The algorithm should continuously learn from user feedback and outcomes to refine future recommendations.

Acceptance Criteria

Urgent Risk Prioritization

Given a set of 10 recommended actions with associated urgency scores and predicted impact ratings, when the algorithm processes them, then it outputs a ranked list sorted by descending composite priority score composed of 60% urgency and 40% predicted impact.

User Feedback Adaptation

Given that a user marks an executed action as effective or ineffective, when feedback is submitted, then the algorithm updates its weighting parameters and adjusts subsequent rankings to reflect the feedback within 24 hours of data collection.

Contextual Department Adjustment

Given actions tagged for different departments (e.g., engineering, HR), when the algorithm considers organizational context variables (department size, past intervention success rates), then the ranking list prioritizes actions most relevant to the selected department context.

Continuous Learning Verification

Given 100 historical action-outcome records, when the algorithm retrains using this dataset, then the new model's ranking accuracy (measured by matching top 3 recommendations to known successful actions) improves by at least 10% over the previous model.

Real-time Dashboard Update

Given a new real-time survey result showing a department's morale drop below the threshold, when the algorithm reevaluates pending recommendations, then the updated prioritized list is reflected on the live dashboard within 5 seconds.

Checklist Generation UI

"As a department head, I want a clean checklist view of recommended interventions so that I can easily track and manage next steps."

Description

Build an intuitive user interface that automatically compiles and displays the prioritized action items as a clear, step-by-step checklist. The UI should support drag-and-drop reordering, status marking, and inline notes for each action item.

Acceptance Criteria

Board View Interaction

Given the Checklist Generation UI loads with a set of action items When the user views the checklist Then each item displays its title, priority rank badge, a status marker, and an inline note field

Drag and Drop Reordering

Given a user clicks and holds the drag handle for any action item When the user drags the item to a new position Then the item appears in the new position and the priority ranks of all items update accordingly

Status Marking Persistence

Given a user marks an action item as In Progress or Completed When the user reloads or navigates away and returns to the checklist Then the status marking persists and reflects the user’s last selection

Inline Notes Editing

Given a user clicks into the inline note field for an action item When the user enters or edits text and clicks save Then the note is stored and displayed accurately on subsequent views

Responsive Layout on Multiple Devices

Given the user accesses the Checklist Generation UI on desktop, tablet, or mobile When the viewport size changes Then all checklist elements remain visible, reorderable, and interactable without layout breakage

Action Item Progress Tracking

"As an HR coordinator, I want to update the status of each recommended action so that the team can monitor progress and accountability."

Description

Implement a tracking system that allows users to mark action items as complete, in progress, or deferred. The system should log timestamps, responsible owners, and comments, and reflect real-time progress updates in the Action Agenda dashboard.

Acceptance Criteria

Marking an Action Item as In Progress

Given a user views an action item on the Action Agenda dashboard, When they select the “In Progress” status from the status dropdown, Then the system updates the item status to “In Progress,” logs the current timestamp, and displays the user as the responsible owner.

Completing an Action Item

Given a user views an action item marked “In Progress,” When they click the “Complete” button, Then the system updates the status to “Complete,” logs the completion timestamp, and visually marks the item as completed on the dashboard.

Deferring an Action Item

Given a user views an action item on the dashboard, When they choose to defer the item and provide a defer reason in the comment box, Then the system updates the status to “Deferred,” logs the timestamp, records the defer reason in comments, and updates the item’s priority accordingly.

Adding Comments to an Action Item

Given a user views an action item, When they enter text into the comment field and submit, Then the system associates the comment with the item, logs the commenter’s user ID and timestamp, and displays the new comment in the item’s comment thread.

Real-Time Dashboard Progress Update

Given multiple users update various action items’ statuses, When any status change occurs, Then the Action Agenda dashboard reflects the updated statuses, timestamps, and owners within two seconds without requiring a page refresh.

Notification & Alert System

"As an executive, I want to receive timely alerts about new or urgent action items so that I can respond promptly to emerging employee morale issues."

Description

Create a notification mechanism that alerts stakeholders when new action items are generated, when priorities change, or when deadlines approach. Alerts should be delivered via email, in-app notifications, and Slack integration.

Acceptance Criteria

New Action Item Email Notification

Given a new action item is generated when stakeholders are subscribed, then an email is sent to each stakeholder within 5 minutes containing the action item title, description, and due date.

Priority Change In-App Notification

Given an existing action item has its priority updated when the update is saved, then an in-app notification appears on the stakeholder’s dashboard showing the action item name, previous priority, and new priority.

Deadline Approaching Slack Alert

Given an action item’s due date is within 24 hours when the daily scheduler runs, then a Slack message posts to the configured channel with the action item title, owner, due date, and time remaining.

Notification Settings Configuration

Given a stakeholder visits their notification settings page when they modify their preferred alert channels and thresholds, then the system saves the new preferences and displays a confirmation message.

Failed Notification Retry Mechanism

Given an alert delivery fails for email, in-app, or Slack when the failure is detected, then the system retries delivery up to three times at five-minute intervals and logs each attempt; if all retries fail, an escalation alert is sent to the administrator.

Trend Tracker

Embeds a compact, easy-to-read chart that visualizes week-over-week sentiment changes directly in the digest, spotlighting emerging morale patterns for proactive strategy adjustments.

Requirements

Compact Trend Chart Integration

"As an HR manager, I want a clear, concise chart of weekly sentiment changes within my daily digest so that I can quickly grasp emerging morale patterns without navigating away from my inbox."

Description

Enables embedding a compact, easy-to-read chart within the email digest and dashboard that automatically visualizes week-over-week sentiment changes. It should load quickly, maintain clarity at small sizes, and align with PulseCheck's branding. This integration must fetch sentiment data from the analytics API, apply smoothing algorithms to highlight trends, and render in HTML/CSS to ensure compatibility across email clients and dashboard browsers.

Acceptance Criteria

Email Digest Chart Loading

Given a user opens the email digest, when the email client begins rendering the content, then the compact trend chart is fetched and displayed within 2 seconds, maintaining data accuracy and visual clarity.

Dashboard Trend Chart Rendering

Given a user views the PulseCheck dashboard, when the trend tracker component initializes, then the compact chart fetches week-over-week sentiment data from the analytics API and renders correctly in HTML/CSS without layout shifts.

Small-Size Clarity Verification

Given the compact trend chart is displayed at its minimum size, when sentiment data points are plotted, then all labels, lines, and data markers remain legible and adhere to PulseCheck branding guidelines.

Cross-Client Email Compatibility

Given the email digest is opened in major email clients (e.g., Gmail, Outlook, Apple Mail), when the compact chart renders, then it displays consistently without broken images or styling issues.

Data Smoothing Algorithm Application

Given raw week-over-week sentiment data is retrieved, when the smoothing algorithm is applied, then the chart highlights overall trends accurately without introducing significant data distortion (error margin <5%).

Interactive Week-Over-Week Drilldown

"As a startup team lead, I want to click on weekly data points to see detailed sentiment metrics so that I can understand the factors driving morale shifts."

Description

Allows users to click or hover on segments of the trend chart to view detailed sentiment metrics for specific weeks, including raw scores, response rates, and sentiment drivers. This feature should enhance insights by providing rich contextual data on demand, improving analysis without cluttering the chart interface.

Acceptance Criteria

Weekly Segment Drilldown on Click

Given the trend chart is displayed When a user clicks on a specific week segment Then a detailed panel appears showing that week’s raw sentiment scores, response rate, and top three sentiment drivers

Hover Tooltip with Summary Metrics

Given the trend chart is displayed When a user hovers over a week segment Then a tooltip appears displaying the week range, average sentiment score, and response rate

Keyboard Navigation Drilldown Accessibility

Given focus is on the trend chart When a user navigates to a week segment via keyboard and presses Enter Then the detailed metrics panel opens with raw scores, response rate, and sentiment drivers

Drilldown Loading Performance

Given a click or key-press to open the weekly detail When the request is sent Then the detailed metrics panel must render within 2 seconds

No Data Week Handling

Given a week with fewer than the minimum response threshold When a user drills down into that week Then the system displays a clear ‘No Data Available’ message instead of metrics

Threshold-Based Alert Configuration

"As an HR manager, I want to set custom thresholds for sentiment changes so that I receive proactive alerts when morale shifts beyond acceptable limits."

Description

Provides a settings panel where users can define alert thresholds for sentiment changes within the trend tracker. Users can set percentage drop/increase triggers, choose notification channels (email, in-app), and customize alert frequency. Integration with the existing AI alert engine ensures timely recommendations when thresholds are crossed.

Acceptance Criteria

Configuring Percentage Drop Threshold

Given the user opens the Threshold-Based Alert Configuration panel When the user inputs a percentage value between 1% and 100% and clicks Save Then the system stores the threshold, displays a confirmation message, and persists the value on subsequent panel loads

Selecting Notification Channels

Given the user is on the alert settings panel When the user selects one or more channels (email, in-app) and saves the configuration Then the selected channels are reflected in the settings and notifications are routed accordingly

Customizing Alert Frequency

Given the user accesses the frequency configuration section When the user chooses a frequency option (immediately, daily digest, weekly summary) and confirms Then the system updates the alert schedule, and alerts are delivered at the chosen interval

Triggering Alerts on Threshold Breach

Given real-time sentiment data is monitored When the sentiment change exceeds the user-defined threshold Then the system generates an alert and sends notifications via the configured channels

Integration with AI Alert Engine

Given a threshold breach event occurs When the alert is generated Then the AI engine analyzes the context and appends a recommended action to the alert payload

Customizable Timeframe Selector

"As a team lead, I want to view sentiment trends over different timeframes so that I can assess short-term and long-term morale dynamics."

Description

Adds controls to the trend tracker that let users switch between different timeframe views such as weekly, bi-weekly, monthly, and quarterly. The selector should remember user preferences and default to the last used setting. This enhances flexibility and allows leaders to analyze patterns over varied periods.

Acceptance Criteria

Weekly Timeframe Selection

Given the user opens the Trend Tracker and chooses the weekly option, when the selection is confirmed, then the chart updates to display sentiment data for the past 7 days.

Bi-Weekly Timeframe Selection

Given the user opens the Trend Tracker and selects the bi-weekly option, when the selection is applied, then the chart displays sentiment data for the past 14 days.

Monthly Timeframe Selection

Given the user opens the Trend Tracker and chooses the monthly option, when the selection is applied, then the chart displays sentiment data for the past 30 days.

Quarterly Timeframe Selection

Given the user opens the Trend Tracker and selects the quarterly option, when the selection is applied, then the chart displays sentiment data for the past 3 months.

Persistent User Preference

Given a user previously selected a timeframe, when the user returns to the Trend Tracker on any device or session, then the selector defaults to the last chosen timeframe.

Mobile-Responsive Chart Display

"As an HR manager checking on my phone, I want the trend chart to display clearly and remain interactive so that I can monitor team morale on the go."

Description

Ensures the trend tracker charts are fully responsive and interactive on mobile devices. Charts should adapt layout, touch interactions, and font sizes to maintain readability and usability on smartphones and tablets. Testing across major OS and browsers is required to guarantee consistent experience.

Acceptance Criteria

Viewing Trend Tracker on iPhone X in Portrait Mode

Given the user accesses the trend tracker on an iPhone X in portrait orientation, When the chart loads, Then the chart width adapts to the device viewport with no horizontal scrolling, the font size for labels and tooltips is at least 12px, and touch interactions register within 100ms latency.

Interacting with Trend Tracker on Android Smartphone in Landscape Mode

Given the user rotates an Android smartphone to landscape mode, When the trend tracker is displayed, Then all chart elements reflow to fit the new orientation, axis labels remain legible at 14px or larger, and interactive elements (data points, tooltips) remain fully operational.

Accessing Trend Tracker on iPad in Portrait Mode

Given the user opens the trend tracker on an iPad in portrait orientation, When interacting with the chart, Then the chart container scales appropriately without overlapping UI components, touch targets for data points are at least 44x44px, and tooltips display without truncation.

Loading Trend Tracker over 3G Connection

Given a poor network condition (3G), When the trend tracker is loaded on any mobile device, Then the chart assets (SVG/Canvas) load within 2 seconds, and a loading placeholder is displayed if assets exceed 1 second without blocking user interaction.

Cross-Browser Rendering on Mobile Chrome and Safari

Given the user opens the trend tracker on mobile Chrome or Safari, When the chart renders, Then there are no rendering discrepancies between browsers, CSS media queries apply correctly, and interactive gestures (tap, pinch) produce consistent behavior.

Spotlight Alerts

Highlights critical sentiment anomalies or threshold breaches in a dedicated callout section, ensuring significant morale concerns grab immediate attention and prompt swift action.

Requirements

Real-time Sentiment Anomaly Detection

"As an HR manager, I want to receive real-time detection of sentiment anomalies so that I can promptly address emerging morale issues before they escalate."

Description

Continuously analyze incoming sentiment survey responses and apply AI-driven algorithms to detect significant deviations or anomalies in employee morale. This detection engine integrates with the existing sentiment analysis pipeline to identify both sudden drops and gradual negative trends as they occur, enabling proactive intervention. The system must support configurable sensitivity levels, ensuring that only truly critical anomalies trigger Spotlight Alerts and minimize noise.

Acceptance Criteria

Detecting Sudden Morale Drop

Given a new batch of survey responses where at least 30% of responses in a 24-hour period drop below a 2-star sentiment score, when processed by the anomaly detection engine, then a Spotlight Alert is triggered within 5 minutes.

Detecting Gradual Negative Trend

Given daily average sentiment scores that decrease by at least 0.1 points for seven consecutive days, when analyzed by the detection engine, then a Spotlight Alert for gradual negative trend is generated.

Adjusting Sensitivity to Filter Noise

Given the sensitivity level is configured to 'High', when small fluctuations under the defined threshold occur, then no alerts are issued, and when deviations exceed the threshold, an alert is issued within 5 minutes.

End-to-End Pipeline Integration

Given new sentiment survey data is ingested by the existing analysis pipeline, when the anomaly detection module processes this data, then the detected anomalies are correctly published to the Spotlight Alerts section with accurate metadata and timestamps.

Filtering Non-critical Fluctuations

Given normal sentiment variation within ±5% of the baseline over a 24-hour window, when analyzed, then the system does not generate any Spotlight Alerts, ensuring low-level noise is ignored.

Custom Threshold Configuration

"As a team lead, I want to configure custom alert thresholds so that notifications align with my team's specific morale baselines."

Description

Provide an intuitive interface for administrators to define and adjust alert thresholds based on sentiment metrics such as average score, variance, and response volume. This configuration tool should allow setting different threshold rules per team, department, or survey type, with support for both absolute values and percentile-based triggers. Changes must be versioned to maintain a history of threshold adjustments.

Acceptance Criteria

Global Threshold Creation

Given an administrator opens the Custom Threshold Configuration page When they set an absolute average sentiment score threshold of 70 Then the system saves the threshold and displays it in the global thresholds list

Department-Level Threshold Adjustment

Given an administrator selects the Marketing department When they adjust the variance-based threshold to 15% Then only the Marketing team’s alerts use the new variance threshold and all other teams remain unchanged

Percentile-Based Trigger Setup

Given an administrator chooses percentile-based triggers When they set the 90th percentile sentiment score threshold Then the system calculates and applies the trigger based on current survey data and displays the calculated value

Version History Tracking

Given an administrator updates any threshold rule When the change is saved Then the system creates a new version entry with timestamp, user ID, and change details in the version history log

Threshold Application to New Survey Type

Given a new survey type is added When an administrator assigns threshold rules to it Then the system applies the configured absolute and percentile thresholds and includes the survey type in alert evaluations

Dedicated Spotlight Callout UI

"As an HR manager, I want a dedicated Spotlight section on my dashboard so that critical morale alerts capture my immediate attention at a glance."

Description

Design and implement a visually distinct Spotlight section on the main dashboard that aggregates all active critical alerts. This callout should prominently display alert details—such as team, metric breached, severity level, and timestamp—and use color-coded indicators to convey urgency. The UI component must be responsive, accessible, and easily navigable to allow users to drill down into alert details with a single click.

Acceptance Criteria

Critical Alert Visibility

Given one or more active critical alerts exist, when the HR manager views the main dashboard, then the Spotlight section must appear prominently at the top of the dashboard displaying each active critical alert with team, metric breached, severity level, and timestamp.

Color-Coded Urgency Indicators

Given a critical alert with a defined severity level, when the alert is displayed in the Spotlight section, then it must use a red indicator for high severity, orange for medium severity, and yellow for low severity.

Responsive Layout on Mobile Devices

Given the dashboard is accessed on a device with a viewport width below 768px, when the user opens the main dashboard, then the Spotlight section must adjust to full width below the primary content and maintain readability without horizontal scrolling.

Screen Reader Accessibility

Given a screen reader is active, when the user navigates to the Spotlight section, then each alert’s team, metric, severity, and timestamp must be announced in order, and the section must include appropriate ARIA roles and labels.

Drill-Down Navigation to Alert Details

Given the user clicks on a specific alert in the Spotlight section, when the click occurs, then the application must navigate the user to the alert detail page, displaying full context and history for that selected alert.

Multichannel Alert Delivery

"As an HR manager, I want to receive Spotlight Alerts through my preferred channels so that I never miss urgent morale breaches."

Description

Enable delivery of Spotlight Alerts through multiple notification channels including in-app push notifications, email, and SMS. Administrators should be able to select preferred channels and configure escalation rules—such as sending SMS if no acknowledgment occurs within a set timeframe. The system must ensure reliable delivery, retry logic, and include alert context and actionable links within each notification.

Acceptance Criteria

Administrator Selects Notification Channels

Given an administrator is on the alert configuration page When they select one or more channels (in-app, email, SMS) Then the system saves these preferences and displays a confirmation

Alert Delivery via Configured Channels

Given a sentiment threshold breach occurs When the system triggers an alert Then notifications are sent concurrently via all selected channels

Escalation to SMS after No Acknowledgment

Given an alert has been sent via primary channels When there is no acknowledgment within the configured timeframe Then the system escalates by sending an SMS

Retry Logic on Failed Delivery

Given a notification attempt fails (e.g., email bounce) When the retry policy is in effect Then the system retries delivery up to the configured number of times with exponential backoff

Alert Content Includes Context and Action Links

Given a notification is delivered When the recipient views the message Then it includes the sentiment anomaly details and actionable links to the dashboard

Alert History and Audit Trail

"As an administrator, I want to review the history of alerts and actions taken so that I can audit response effectiveness and ensure accountability."

Description

Implement storage and retrieval of all Spotlight Alerts in a secure, queryable database that logs alert triggers, delivered notifications, user acknowledgments, and resolution actions. Provide an audit trail interface that allows filtering by date range, team, severity, and responder. This history supports compliance reviews, trend analysis, and post-mortem evaluation to continuously improve alert accuracy and response processes.

Acceptance Criteria

Alert Logging in Database

Given a Spotlight Alert is triggered, when the alert event occurs, then the system stores a record with alert ID, timestamp, severity level, team, and description in the database.

Notification Delivery Logging

Given a notification is sent to a user, when the notification dispatch completes, then the system logs the notification channel, recipient ID, timestamp, and delivery status.

User Acknowledgment Recording

Given a user acknowledges an alert, when the acknowledgment action is performed, then the system records the acknowledgment timestamp and user ID against the original alert record.

Audit Trail Filtering

Given an admin applies filters, when filtering by date range, team, severity, or responder, then the system returns alert history records matching the filter criteria within 2 seconds.

Alert History Export

Given a user requests a data export, when the export is triggered, then the system generates a CSV file containing the filtered alert history and provides a download link.

Focus Filters

Allows customization of digest content by team, department, or time period, delivering tailored summaries that align with each executive’s strategic priorities and areas of oversight.

Requirements

Team-based Filtering

"As an executive, I want to filter my PulseCheck digest by team so that I can monitor sentiment and trends specific to the teams I oversee."

Description

Enable executives to refine digest content by selecting one or more teams. This feature integrates seamlessly with the existing dashboard, allowing users to choose specific teams from a dynamically populated list. Once applied, only sentiment scores, trend charts, and AI alerts relevant to the selected teams are displayed. By focusing on team-level insights, leaders can quickly identify morale shifts within distinct groups and take targeted actions.

Acceptance Criteria

Single Team Filter Selection

Given an executive is on the digest dashboard with multiple teams available When they select one team from the team filter dropdown and click Apply Then the dashboard displays sentiment scores, trend charts, and AI alerts only for that selected team

Multiple Team Filters Selection

Given an executive has multiple teams assigned When they select more than one team from the team filter dropdown and click Apply Then the dashboard aggregates and displays sentiment scores, trend charts, and AI alerts for all selected teams

Clearing Applied Team Filters

Given an executive has applied one or more team filters When they click the Clear Filters button Then all team filters are removed and the dashboard returns to displaying digest content for all teams

Filter Persistence Across Sessions

Given an executive applies specific team filters and then logs out When they log back in within the same browser session Then the previously applied team filters remain active and the dashboard displays data for those teams without requiring re-selection

No Teams Available Handling

Given an executive has no teams assigned in the system When they access the team filter dropdown Then the dropdown displays a message indicating no teams are available and the Apply button is disabled

Department-based Filtering

"As an HR manager, I want to view sentiment digests by department so that I can assess how different functions are performing and identify potential issues."

Description

Allow users to segment digest data by department, pulling information from the organizational hierarchy. The filter presents all active departments, enabling leaders to compare morale across functions such as Engineering, Sales, and Marketing. Department-level views help executives align organizational strategy with team health, spotlighting areas requiring immediate attention.

Acceptance Criteria

Single Department Selection

Given a user selects a single department from the filter list, when the filter is applied, then the digest displays only survey results for that department.

Multiple Department Comparison

Given a user selects two or more departments from the filter list, when the filter is applied, then the digest displays results for each selected department side by side with clear department labels.

Default View All Departments

Given a user has not applied any department filter, when the dashboard loads, then the digest displays survey results for all active departments by default.

Inactive Departments Hidden

Given the organizational hierarchy includes inactive departments, when the user opens the department filter dropdown, then only active departments are listed for selection.

Department Filter Persistence

Given a user applies a department filter, when they navigate away and return to the digest page within the same session, then the previously selected department filters remain applied.

Custom Time-range Selection

"As a team lead, I want to choose custom time ranges for my digest so that I can analyze team sentiment during critical project milestones."

Description

Introduce flexible date and time filters to define custom reporting periods. Users can select predefined ranges (e.g., Last 7 days, This Month) or specify start and end dates. This capability ensures that executives can analyze sentiment snapshots or trends over periods aligned with business cycles, project phases, or executive review schedules.

Acceptance Criteria

Select Predefined Date Range

Given the user is on the reporting dashboard When they select "Last 7 days" from the date range options Then the dashboard refreshes to display data only from the previous 7 days and the filter label reads "Last 7 days"

Set Custom Date Range

Given the user opens the custom date selector When they input a valid start date and end date and click Apply Then the dashboard updates to show data within the inclusive date range and the filter label shows the specified start and end dates

Validate Start Date Before End Date

Given the user enters a start date that is after the end date When they attempt to apply the filter Then the system displays a validation error "Start date must be before end date" and prevents filter application

Retain Time Filter Across Sessions

Given the user has applied a custom date range When they log out and log back in Then the dashboard automatically reapplies the last used date range filter and displays the correct date range label

Include Time Range in Exported Reports

Given the user has applied any date range filter When they export the report Then the exported file header contains the applied date range in the format "From MM/DD/YYYY to MM/DD/YYYY"

Saved Filter Presets

"As an executive, I want to save my preferred filter settings as presets so that I can quickly load them without reconfiguring filters each time."

Description

Provide functionality for users to save frequently used filter combinations as named presets. Presets include team, department, and time-range settings. Saved presets appear in a dropdown, allowing one-click application in future sessions. This streamlines the workflow for executives who regularly review the same subsets of data, reducing setup time and ensuring consistency.

Acceptance Criteria

Save New Filter Preset

Given a user has applied team, department, and time-range filters on the dashboard, when the user clicks the “Save Preset” button, then a modal appears prompting for a unique preset name, and after entering a name and confirming, the new preset is added to the presets dropdown.

Apply Saved Filter Preset

Given at least one saved preset in the dropdown, when the user selects a preset by name, then the dashboard filters automatically update to match the preset’s team, department, and time-range settings, and the dashboard data refreshes accordingly.

Edit Existing Filter Preset

Given a saved preset exists, when the user selects the preset and chooses “Edit,” makes changes to team, department, or time-range settings, and confirms, then the original preset is updated with the new settings and the dropdown reflects the updated name and filters.

Delete Filter Preset

Given a saved preset exists, when the user selects “Delete” for that preset and confirms in the confirmation dialog, then the preset is removed from the dropdown and no longer available for selection.

Persist Presets Across Sessions

Given one or more saved presets, when the user logs out and logs back into the application, then all previously saved presets are still present in the presets dropdown and function as expected.

Real-time Filter Preview

"As a user, I want to see a real-time preview of my filter choices so that I can verify the data scope before updating the full dashboard."

Description

Implement an interactive preview panel that updates digest snapshots as users adjust filter parameters. Changes to team, department, or time-range immediately reflect in a condensed preview view without committing the filter. This preview ensures users can fine-tune their selections and understand the impact before applying filters to the full dashboard.

Acceptance Criteria

Team Filter Real-Time Update Preview

Given a user opens the preview panel and selects a specific team filter, when the filter value is changed, then the preview panel updates within 300ms to show digest snapshots only for the selected team.

Department Filter Real-Time Update Preview

Given a user chooses a department filter in the preview panel, when the department selection is modified, then the preview panel reflects the change within 300ms by displaying only the digest snapshots for that department.

Time Range Filter Real-Time Update Preview

Given a user adjusts the time-range filter via date picker or slider, when the start or end date changes, then the preview panel updates within 300ms to display digest snapshots constrained to the new time range.

Combined Filters Real-Time Preview

Given a user applies multiple filters (team, department, time-range) consecutively in the preview panel, when any filter is modified, then the preview updates within 300ms to reflect the combined filter criteria accurately.

Empty Result Handling in Preview

Given a user sets filter combinations that yield no matching data, when the filters are applied in the preview panel, then a 'No data available' placeholder and guidance message display within 300ms instead of digest snapshots.

Reward Tiers

Introduces tiered achievement levels (Bronze, Silver, Gold) that unlock increasingly valuable wellness perks as users accumulate tokens, motivating continuous engagement and recognizing consistent participation.

Requirements

Tier Configuration Interface

"As an HR manager, I want to configure reward tiers with specific token thresholds and perks so that I can tailor incentive structures to motivate my team effectively."

Description

Provide an administrative interface allowing HR managers and team leads to define, edit, and delete tier levels (Bronze, Silver, Gold), set token thresholds for each tier, and assign associated wellness perks. The interface must validate threshold values to ensure non-overlapping ranges, support bulk import/export of tier definitions, and integrate seamlessly with the existing admin dashboard for centralized configuration management.

Acceptance Criteria

Add New Tier Level

Given the admin is on the Tier Configuration Interface When they enter a unique tier name “Bronze” with a min token threshold of 0 and a max threshold of 499 and assign at least one wellness perk Then the system validates the input, saves the new tier, and displays it correctly in the tier list

Edit Existing Tier Thresholds

Given the admin selects the “Silver” tier from the list When they update the min threshold to 500 and max threshold to 999 Then the system checks for non-overlapping ranges with adjacent tiers, applies the changes, and reflects the updated thresholds in the interface

Delete Tier Level

Given the admin clicks the delete icon next to the “Gold” tier When they confirm the deletion prompt Then the system removes the tier, updates all related token assignments, and no longer displays the tier in the configuration list

Bulk Import Tier Definitions

Given the admin uploads a CSV file containing multiple tier definitions When the system parses the file Then it validates each tier’s name, threshold ranges, and perk assignments, reports any errors or conflicts, and upon successful validation imports all definitions

Bulk Export Tier Definitions

Given the admin selects the export option in the interface When they choose CSV format and confirm export Then the system generates and downloads a CSV file containing all current tier names, token thresholds, and associated perks

Real-Time Token Accumulation Tracking

"As an employee, I want to see my updated token balance immediately after completing a survey so that I know how close I am to unlocking the next reward tier."

Description

Implement a real-time tracking system that aggregates tokens earned by users from sentiment surveys and displays their current token balance. The system must handle concurrent updates, ensure data accuracy across sessions, and integrate with the core sentiment analytics engine to reflect new token awards instantly.

Acceptance Criteria

Concurrent Token Award Synchronization

Given a user submits two sentiment surveys simultaneously, when token awards are processed concurrently, then the user's token balance updates correctly to reflect both awards without duplication or loss within 1 second.

Real-Time Balance Update Post-Survey

Given a user completes a sentiment survey, when the token award event is generated by the analytics engine, then the user's token balance displayed on the dashboard updates within 500ms to show the new total.

Multi-Session Consistency

Given a user is logged in on multiple devices or browser tabs, when they earn tokens on any session, then all active sessions display the updated token balance within 1 second of the award.

High-Volume Transaction Handling

Given 1,000 token award events occur simultaneously across different users, when processed by the tracking system, then all events are handled without errors, and each user's displayed balance matches the sum of their awards within 2 seconds.

Persistent Balance Across Sessions

Given a user logs out and logs back in, when they had earned tokens in the previous session, then their token balance persists accurately and is displayed immediately upon login.

Tier Unlock Notifications

"As a user, I want to receive an alert when I unlock a new tier so that I can claim my wellness perks right away."

Description

Develop a notification mechanism that triggers in-app alerts and optional email notifications when users cross the threshold into a new tier. Notifications must include tier details, unlocked perks, and guidance for redeeming benefits. The system should allow users to opt in or out of email notifications and track delivery status for auditing.

Acceptance Criteria

In-App Notification on Tier Upgrade

Given the user’s token balance reaches a new tier threshold, when the user next logs into the PulseCheck app, then an in-app notification must appear immediately displaying the new tier name, unlocked perks, and a link to redemption instructions.

Email Notification Delivery

Given the user has opted in to email notifications, when the system registers a tier upgrade event, then an email must be sent within 5 minutes to the user’s registered address containing tier details, unlocked perks, and guidance on how to redeem benefits.

Opt-Out of Email Notifications

Given the user has opted out of email notifications, when the user unlocks a new tier, then the system must not send any email but should still trigger the in-app notification with full tier and redemption details.

Notification Content Accuracy

Given any notification channel (in-app or email), when a tier upgrade occurs, then the notification content must include the correct tier name, a complete list of unlocked perks, and clear instructions or links for redeeming each perk.

Notification Delivery Status Tracking

Given each notification attempt, when the system processes the alert, then it must log an entry with user ID, tier unlocked, notification channel, timestamp, and delivery status (success or failure) into the audit database.

Perk Redemption Workflow

"As a user, I want to redeem my wellness perks from the dashboard so that I can enjoy the benefits of my achieved tier."

Description

Create a redemption workflow enabling users to view available perks for their current tier, select desired perks, and confirm redemption. The system must deduct redeemed perks from available balances, generate redemption confirmations, and notify administrators of perk usage. Integration with partner systems (e.g., wellness vendors) must support automated fulfillment where applicable.

Acceptance Criteria

Viewing Available Perks

Given a logged-in user at Bronze tier with a token balance ≥ required threshold, when they navigate to the Perks page, then only Bronze-level perks are listed along with each perk’s token cost and the user’s current token balance.

Perk Selection and Redemption

Given a user on the Perks page with sufficient tokens, when they select a perk and confirm redemption, then the system deducts the correct number of tokens from their balance and updates the displayed balance immediately.

Redemption Confirmation Generation

Given a successful redemption, when the system processes the transaction, then a confirmation message is displayed in the UI and a confirmation email with user name, perk details, redemption date, and order ID is sent to the user.

Administrator Notification

Given a user redeems a perk, when redemption is confirmed, then the system generates and sends a notification to administrators including user ID, perk name, redemption timestamp, and remaining token balance.

Partner System Integration

Given a redeemed perk requires external fulfillment, when the redemption is processed, then an API request with the correct payload is sent to the partner system and a success or error response is handled and logged.

Tier Progress Visualization

"As an employee, I want a visual progress indicator showing how close I am to the next tier so that I stay motivated to participate consistently."

Description

Design and integrate visual components (progress bars, charts, or badges) on the user dashboard that illustrate current tier status, tokens accumulated toward the next tier, and historical tier achievements. Visual elements should be responsive, accessible, and align with the existing UI/UX guidelines to provide clear motivation and feedback.

Acceptance Criteria

Dashboard Load Displays Current Tier Progress

Given a user with 350 tokens in the Bronze tier, when the dashboard loads, then the progress bar displays 35% completion toward Silver tier and shows label “Bronze” and “150 tokens to Silver”.

Progress Bar Tooltip Provides Detailed Token Metrics

Given a user viewing the dashboard, when the user hovers over or taps the tier progress bar, then a tooltip appears displaying exact token count (e.g., “350 tokens earned of 500 needed for Silver”).

Visualization Adapts to Different Screen Sizes

Given viewport widths ranging from 320px to 1920px, when the dashboard is viewed or resized, then all tier visualization components (progress bars, badges, charts) remain fully visible, legible, and proportionally scaled without overflow or clipping.

Historical Tier Achievements Chart Available

Given a user with past tier achievements, when the user navigates to the achievements section, then the historical chart displays each tier change with date stamps in chronological order, with distinct markers for Bronze, Silver, and Gold.

Accessible Visualization Meets WCAG Standards

Given users with accessibility needs, when interacting with tier visualization elements, then all interactive elements have ARIA labels, keyboard focus states, and meet a color contrast ratio of at least 4.5:1.

Challenge Quests

Offers time-bound wellness challenges—such as step goals or mindfulness streaks—that reward bonus tokens upon completion, fostering healthy habits and community-driven motivation.

Requirements

Quest Creation & Management

"As an HR manager, I want to set up customized wellness challenges with specific goals and durations so that I can motivate my team and track collective progress easily."

Description

Provide an intuitive admin interface for HR managers and team leads to create, configure, and schedule new time-bound wellness challenges (‘Quests’). Administrators should be able to define parameters such as challenge type (e.g., step count, mindfulness streak), duration, start and end dates, participant visibility, and reward token amounts. The module must integrate seamlessly with the PulseCheck dashboard, automatically publishing active quests and enabling real-time monitoring of participant enrollment.

Acceptance Criteria

Admin Creates a New Step Count Quest

Given the HR manager is on the Quest Creation interface When they select 'Step Count' as the challenge type And enter a valid duration between 1 and 30 days And set a start date that is today or later And set an end date that is after the start date And assign a positive integer number of reward tokens When the manager clicks 'Save' Then the new quest is saved with all parameters correctly stored And the system displays a confirmation message 'Quest created successfully'

Admin Configures Mindfulness Streak Quest Parameters

Given the HR manager is creating a 'Mindfulness Streak' quest When they define a valid duration, start date, end date, and token reward And they select the desired participant visibility setting When they click 'Validate' Then the system confirms all values are within allowed ranges And no validation errors are displayed And the 'Publish' button becomes enabled

Quest Publish and Dashboard Integration

Given a quest has been saved and validated When the HR manager toggles the quest status to 'Active' Then the quest appears immediately on the PulseCheck dashboard under Active Quests And participants can view the quest title, type, duration, and reward tokens And the dashboard displays real-time enrollment numbers

Admin Sets Participant Visibility and Permissions

Given the HR manager is editing an existing quest When they choose between 'All employees' or 'Specific teams' visibility And they add or remove teams or individuals as needed When they save the visibility settings Then only the selected employees can view and enroll in the quest And employees outside the selection do not see the quest options

Real-time Monitoring of Quest Enrollment

Given the quest is active and participants begin to enroll When new enrollments occur Then the dashboard updates the enrollment count within 5 seconds And the HR manager can filter the enrollment data by date range and by team And the displayed data matches the actual number of enrollments recorded

User Enrollment & Onboarding

"As an employee, I want to browse and join wellness challenges directly from my dashboard so that I can participate in activities that improve my health and earn rewards."

Description

Enable employees to discover, enroll in, and track available wellness challenges through the PulseCheck mobile and web interfaces. The enrollment flow should include clear challenge details, eligibility criteria, and an opt-in mechanism. Upon joining, users must receive a personalized onboarding screen outlining the challenge objectives, milestones, and reward structure, ensuring clarity and maximizing participation rates.

Acceptance Criteria

Challenge Discovery

Given an authenticated employee on the challenges page When the system retrieves available wellness challenges Then the employee sees a list of current challenges with title, description, duration, eligibility criteria, and reward tokens.

Eligibility Check

Given a displayed challenge with prerequisites When an employee attempts to enroll Then the system verifies the employee meets all eligibility criteria and allows enrollment only if criteria are met.

Opt-in Enrollment Flow

Given an eligible challenge and employee When the employee clicks Enroll Then the system registers enrollment, updates the employee’s challenge list, and disables the Enroll button.

Onboarding Screen Display

Given a successful enrollment When the user navigates to the onboarding screen Then the screen displays challenge objectives, milestones with deadlines, reward structure, and a Start button.

Enrollment Confirmation Notification

Given an employee enrolls in a challenge When the enrollment is processed Then the employee receives a confirmation notification via app and email summarizing challenge details and next steps.

Progress Tracking & Visualization

"As a participant, I want to see my current progress and achievements in a visual format so that I can stay motivated and aware of how close I am to completing the challenge."

Description

Implement real-time tracking of individual user progress against challenge goals by integrating with device APIs (e.g., step counters, meditation apps) and manual input options. Display live progress bars, completion percentages, and milestone notifications within the user dashboard. Provide aggregated team-level analytics for leaders to monitor overall engagement and identify participants at risk of dropping off.

Acceptance Criteria

Real-time Step Count Integration

Given a user has connected their fitness device API, When the user takes steps during a challenge period, Then the progress bar updates within 5 seconds to reflect the new step count.

Manual Progress Entry

Given a user without a connected device, When the user submits a manual entry of steps or minutes meditated, Then the system validates the input and updates both the progress bar and completion percentage accordingly.

Live Dashboard Visualization

Given the user opens the challenge dashboard, When real-time progress data is available, Then the dashboard displays a live progress bar, numeric completion percentage, and a color-coded status indicator for each active challenge.

Milestone Notification Delivery

Given a user reaches 25%, 50%, 75%, or 100% of a challenge goal, When each milestone threshold is crossed, Then the system sends an in-app notification to the user within 1 minute of crossing the threshold.

Team-level Engagement Analytics

Given a team lead accesses the team analytics view, When at least one team member has started a challenge, Then the dashboard displays aggregate metrics including overall participation rate, average completion percentage, and a list of participants with zero progress.

Rewards Distribution & Wallet Integration

"As a challenge participant, I want to receive my bonus tokens automatically when I complete a quest so that I can use them immediately without manual claims."

Description

Automate the allocation of bonus tokens to users upon successful completion of challenges. Integrate with the existing PulseCheck token wallet to credit rewards instantly and update user balances. Ensure transactional integrity, send confirmation notifications, and provide a transaction history log for both users and administrators to audit reward distributions.

Acceptance Criteria

Successful Challenge Completion Reward Allocation

Given a user completes a challenge, When the system detects the completion event, Then the user’s account is credited with the correct number of bonus tokens according to the challenge reward rules.

Instant Wallet Balance Update

Given tokens are allocated to a user, When the allocation transaction completes, Then the user’s PulseCheck wallet balance reflects the new total immediately without requiring a page refresh.

Transactional Integrity During Reward Distribution

Given a reward distribution process, When a transaction fails due to system or network errors, Then the system rolls back all token allocations and the user’s balance remains unchanged, and an error is logged for auditing.

Reward Confirmation Notification Dispatch

Given a reward transaction is successful, When the tokens are credited, Then the user receives an in-app notification and an email confirming the number of tokens awarded and their updated balance within 1 minute.

Comprehensive Transaction History Log Accessibility

Given a user or admin requests transaction history, When they view the rewards history page, Then all reward distribution transactions for the past 12 months are displayed with date, challenge name, token amount, and transaction status.

Notifications & Reminders

"As a quest participant, I want to receive timely reminders and progress updates so that I stay on track and don’t miss important milestones or deadlines."

Description

Design and implement a notification system that sends automated reminders to participants before challenge start, at key milestones, and upon nearing completion deadlines. Notifications should be configurable by administrators and delivered via email, push notifications, or in-app messages. The system must support personalization tokens (e.g., user name, remaining steps) to increase engagement and reduce drop-off rates.

Acceptance Criteria

Pre-Challenge Start Reminder

Given a challenge is scheduled to start in 24 hours and the participant’s preferred channel is email, when the scheduled reminder time arrives, then an email is sent containing the challenge name, start date, and the participant’s first name.

Milestone Notification Personalization

Given a participant reaches 50% of their step goal and has enabled push notifications, when the milestone is achieved, then a personalized push notification is sent including the participant’s name and current step count.

Deadline Approaching Alert

Given there are 12 hours remaining before the challenge deadline and the participant has not yet met the goal, when the system checks deadlines, then an in-app notification is delivered showing time left and steps remaining.

Admin Configuration Workflow

Given an administrator accesses notification settings and selects channels, personalization tokens, and reminder schedules, when the admin saves the configuration, then the new settings are persisted and applied to all future notifications.

Multi-Channel Delivery Confirmation

Given a notification event is triggered for a participant, when notifications are dispatched, then the system logs a delivery status for email, push, and in-app channels as 'Sent' or an explicit error message.

Community Leaderboard & Social Sharing

"As an employee, I want to see how I rank against my colleagues in each challenge and share my achievements to foster friendly competition and community engagement."

Description

Develop a dynamic leaderboard displaying top performers, team rankings, and personal bests for each active quest. Users should be able to filter by department or peer group and share their achievements on internal social channels or external social media with one click. Include privacy controls allowing users to opt out of public rankings or sharing.

Acceptance Criteria

Viewing Real-Time Leaderboard

Given a user is on the Challenge Quests leaderboard page When the page loads Then the top 10 performers across all active quests are displayed in descending order of completion percentage And the leaderboard auto-refreshes every minute without manual intervention.

Filtering Leaderboard by Department

Given a user is viewing the leaderboard When the user selects a department filter Then only participants from the selected department are shown And team rankings adjust accordingly.

Sharing Achievement on Internal Channel

Given a user completes a quest and reaches a personal best When the user clicks the 'Share Internally' button Then a pre-populated message with the quest name, completion stats, and link is posted to the internal social channel And the user receives a confirmation notification.

Opting Out of Public Rankings

Given a user visits their profile settings When the user toggles off 'Public Leaderboard Visibility' Then their name and performance data are excluded from all public and internal leaderboards And the change is saved immediately with a confirmation message.

Sharing Achievement on External Social Media

Given a user completes a quest When the user selects 'Share Externally' Then a share dialog opens with the achievement summary and share buttons for supported platforms (e.g., LinkedIn, Twitter) And upon confirmation, the post is published to the chosen platform.

Referral Bonus

Grants additional tokens when users invite colleagues to join PulseCheck and participate in surveys, amplifying engagement through peer encouragement and network growth.

Requirements

Referral Code Generation

"As a PulseCheck user, I want a unique referral code generated for me so that I can invite colleagues to join and earn bonus tokens."

Description

Automatically generate a unique referral code for each user to share with colleagues, ensuring secure and traceable invitations to join PulseCheck.

Acceptance Criteria

Unique Code Assignment Upon Account Creation

Given a new user completes registration When the account creation is confirmed Then the system generates an 8-character alphanumeric referral code that does not match any existing code in the database

Referral Code Retrievable in User Dashboard

Given an authenticated user accesses their dashboard When they navigate to the referral section Then their unique referral code is displayed and a copy-to-clipboard button is available

Referral Code Uniqueness Across Users

Given multiple users sign up concurrently When referral codes are generated Then each user receives a distinct code with zero duplicates across the user base

Handling Code Collisions During Generation

Given the system detects a generated referral code already exists When a collision occurs Then the system automatically regenerates a new code and logs the collision event for audit purposes

Secure Code Storage and Transmission

Given a referral code is generated When it is stored in the database or sent via API Then the code is encrypted at rest and in transit according to security standards

Referral Link Sharing

"As a user, I want to easily share my referral link via email and social media so that I can invite colleagues to join PulseCheck."

Description

Provide in-app options for users to share their referral link via email, social media, and messaging apps, simplifying the invitation process and maximizing reach.

Acceptance Criteria

Share referral link via email

Given a logged-in user on the Referral Bonus page When the user taps the 'Share via Email' button Then the default email client opens with the 'To' field empty, and the email body contains the referral link, subject line, and a default message explaining the bonus.

Share referral link on Facebook

Given a logged-in user on the Referral Bonus page When the user taps the 'Share on Facebook' button Then a new browser window opens to the Facebook share dialog with the referral link pre-populated in the post message.

Share referral link on Twitter

Given a logged-in user on the Referral Bonus page When the user taps the 'Share on Twitter' button Then a new browser window opens to the Twitter tweet composer with the referral link and default hashtag pre-populated.

Share referral link via messaging apps

Given a logged-in user on the Referral Bonus page When the user taps the 'Share via Messaging' button Then the device’s share sheet appears listing installed messaging apps and selecting an app pre-fills a message containing the referral link.

Copy referral link to clipboard

Given a logged-in user on the Referral Bonus page When the user taps the 'Copy Link' icon Then the referral link is copied to the clipboard and a toast notification confirms 'Link copied to clipboard'.

Referral Tracking & Confirmation

"As an administrator, I want the system to track when referred colleagues sign up and complete surveys so that referrals are accurately recorded and validated."

Description

Track and verify referrals when invited colleagues sign up and complete their first survey, accurately recording successful referrals and preventing fraudulent claims.

Acceptance Criteria

Valid Referral Completion

Given a user shares their unique referral code, when an invited colleague registers using that code and completes their first survey within 7 days, then the system records the referral as successful in the referral tracking database.

Duplicate Referral Prevention

Given an invited colleague attempts to use the same referral code multiple times, when they register or complete surveys beyond the first, then only the first valid registration and survey completion is counted as a referral.

Referral Fraud Detection

Given multiple registrations or survey completions from the same IP address or other suspicious patterns, when the system identifies these anomalies, then those referrals are flagged for manual review and not automatically credited.

Referral Confirmation Notification

Given a referral is confirmed successful, when the status updates in the system, then both the inviter and the invitee receive an email and in-app notification within 5 minutes containing referral details.

Token Allocation Verification

Given a referral is marked successful, when the system processes the bonus, then the inviter’s token balance is incremented by the exact referral bonus amount and visible on their dashboard immediately.

Bonus Token Allocation

"As a user, I want to automatically receive bonus tokens when my referrals join and participate in surveys so that I am rewarded for growing the community."

Description

Automatically allocate bonus tokens to users when their referrals join and participate in surveys, updating token balances in real time to reinforce engagement.

Acceptance Criteria

Referral Joins Survey for the First Time

Given a user refers a colleague who completes their first survey, when the survey is submitted successfully, then the referrer receives 10 bonus tokens and their token balance increases accordingly.

Multiple Referrals Completing Surveys in a Single Day

Given a user has multiple referrals completing surveys on the same day, when each referred user submits their survey, then the system allocates 10 tokens per referral and updates the cumulative token balance correctly after each allocation.

Referral Participates After Bonus Cap Reached

Given a daily bonus cap of 50 tokens per referrer, when a referral completes a survey that would cause the referrer’s bonus to exceed the cap, then the system allocates only the remaining tokens up to the cap and records any excess entitlement without updating the balance.

Real-Time Token Balance Update

Given the referrer is viewing their token dashboard when a referral completes a survey, when the survey submission event occurs, then the dashboard refreshes within 5 seconds and displays the updated token balance including the new bonus.

Invalid Referral Code Usage

Given a referred user enters an expired or invalid referral code when completing a survey, when the survey is submitted, then no bonus tokens are allocated to any user, the referrer’s token balance remains unchanged, and an error is logged.

Referral Dashboard & Reporting

"As a user, I want a dashboard that shows the status of my referrals and tokens earned so that I can track my rewards and referral performance."

Description

Display referral statistics, status updates, and token balances on a dedicated dashboard, allowing users to monitor invitations sent, accepted, and rewards earned.

Acceptance Criteria

Viewing Overall Referral Summary

Given the user opens the Referral Dashboard, when the dashboard loads, then it displays total invitations sent, referrals accepted, pending invitations, and current token balance matching backend data within 5 seconds.

Filtering Referrals by Date Range

Given the user selects a start and end date on the dashboard, when they apply the date filter, then only referral records within the specified range and updated aggregate metrics are displayed.

Exporting Referral Data

Given the user clicks the Export button on the dashboard, when the export process completes, then a CSV file is automatically downloaded containing each invitation’s date, status, and token reward details.

Real-Time Token Balance Update after Acceptance

Given a referral invitation is accepted, when the acceptance event is processed, then the dashboard immediately updates the user’s token balance and accepted referral count without requiring a page reload.

Viewing Referral Status Breakdown

Given the user views the Referral Dashboard, when the status breakdown section renders, then it presents a visual summary (chart or list) of sent, accepted, pending, and expired invitations with accurate counts and percentages.

Token Marketplace

Provides an in-app storefront where users can browse and redeem tokens for curated wellness perks (e.g., yoga class passes, meditation app subscriptions), simplifying the redemption process and showcasing tangible benefits.

Requirements

Intuitive Marketplace UI

"As an employee, I want to browse available wellness perks in a clear and intuitive storefront so that I can easily find and select offers that match my interests."

Description

Develop a responsive in-app storefront that allows users to browse, filter, and search for wellness perks using clear categorization, visual cues, and interactive elements. The interface should integrate seamlessly with the PulseCheck dashboard, maintain brand consistency, and provide fast load times. It must support desktop and mobile form factors, dynamically render offer details (including images, descriptions, token costs), and handle edge cases like empty result sets or out-of-stock perks. Expected outcomes include increased user engagement, reduced navigation friction, and higher redemption rates.

Acceptance Criteria

Browsing Wellness Perks on Desktop

Given the user is on the PulseCheck dashboard on a desktop browser When they navigate to the Token Marketplace section Then the storefront displays at least 20 wellness perk items in a grid layout within 2 seconds of loading And each item shows an image, title, token cost, and “Redeem” button

Searching for Specific Perks on Mobile

Given the user is on a mobile device When they enter a keyword in the marketplace search bar Then relevant wellness perks appear in a list sorted by relevance within 1 second And a clear “No results found” message displays if no items match the query

Filtering Offers by Category

Given the user selects a category filter (e.g., “Yoga”) on any device When they apply the filter Then only perks within that category are shown And the count of visible items updates dynamically And the filter can be cleared with a single tap or click

Handling Out-of-Stock Items

Given an item’s token inventory reaches zero When a user views that item’s card or detail page Then the “Redeem” button is disabled And an “Out of Stock” label replaces the button And attempting to redeem displays a tooltip explaining restock timing

Viewing Offer Details

Given the user selects an offer card When the detail view opens Then the modal or page shows a high-resolution image, detailed description, expiration date, and token cost And “Redeem” initiates a confirmation workflow within 1 second of click

Token Redemption Workflow

"As an employee, I want to redeem my wellness tokens through a simple, guided checkout process so that I can quickly claim my selected perks without confusion."

Description

Implement a step-by-step redemption process that guides users from selecting a perk to confirming their token spend. The workflow should include selection, cart review, confirmation dialogs, real-time token balance updates, and error handling for insufficient tokens or partner unavailability. Integrate with the backend token ledger to reserve tokens upon initiation and finalize the transaction upon partner confirmation. Provide visual feedback, such as progress indicators and success/failure notifications, to ensure clarity and build user trust.

Acceptance Criteria

User Selects a Perk from Token Marketplace

Given the user is logged in and has at least one token When the user selects a perk in the token marketplace Then the selected perk is added to the cart and tokens equal to the perk cost are reserved in the user’s balance

User Reviews Cart and Confirms Redemption

Given the cart contains one or more perks When the user reviews the cart and clicks Confirm Redemption Then a confirmation dialog appears detailing the perks and token cost and the user can proceed or cancel

Real-time Token Balance Update

Given a perk is added or removed from the cart When the cart contents change Then the displayed token balance updates within one second to reflect the reserved tokens and remaining balance

Error Handling for Insufficient Tokens

Given the user’s token balance is lower than the cost of a selected perk When the user attempts to add the perk to the cart Then an “Insufficient tokens” error message is displayed and the action is blocked

Partner Unavailability during Redemption

Given the user proceeds to redeem a perk from a partner When the partner’s service is unavailable at confirmation time Then the reserved tokens are released back to the user’s balance and a “Partner currently unavailable” notification is shown

Partner Offer Integration API

"As an administrator, I want to integrate third-party wellness partner offers via a standardized API so that I can add and update perks without modifying the front-end code."

Description

Design and expose a secure RESTful API for onboarding and managing third-party wellness partner offers. The API should allow partners to submit offer metadata (titles, descriptions, images, token costs, availability windows), update existing offers, and fetch redemption requests. Include authentication (OAuth2), rate limiting, schema validation, and webhooks for real-time fulfillment callbacks. This integration will enable dynamic offer updates without front-end redeploys and streamline partner onboarding, expanding the marketplace catalog efficiently.

Acceptance Criteria

New Offer Submission

Given a partner with a valid OAuth2 access token and a POST request to /api/v1/offers containing all required metadata fields When the request is received Then the API responds with HTTP 201 Created, returns the newly assigned offerId in the response body, and persists the offer record in the database

Offer Metadata Schema Validation

Given a partner submits a POST to /api/v1/offers with missing or invalid metadata fields When the API validates the JSON payload Then the API responds with HTTP 400 Bad Request and a detailed error message indicating each schema violation

Partner Updates Existing Offer

Given a partner with a valid OAuth2 token and a PUT request to /api/v1/offers/{offerId} containing updated metadata When the offerId exists in the system Then the API responds with HTTP 200 OK, returns the updated offer metadata, and applies changes to the stored record

Retrieve Redemption Requests

Given a partner with a valid OAuth2 token and a GET request to /api/v1/redemptions When the request includes optional pagination parameters Then the API responds with HTTP 200 OK and returns a paginated JSON list of redemption request objects sorted by request date

Real-time Fulfillment Callback

Given a successful redemption event triggers a webhook callback to the partner’s registered URL When the API sends the callback Then the partner receives an HTTP POST with redemptionId, status, and timestamp, and the API retries failed deliveries (HTTP 5XX) up to three times with exponential backoff

User Notifications & Alerts

"As an employee, I want to receive timely notifications about successful redemptions and low token balances so that I can stay informed and redeem tokens before they expire."

Description

Implement a notification system that sends in-app and email alerts for key marketplace events, including successful redemptions, partner fulfillment status, new offer launches, and low token balance warnings. Users should be able to configure their notification preferences (channels, frequency) within settings. The system should queue messages reliably, support templating for personalized content, and integrate with third-party email/SMS services. This ensures users stay informed, driving higher engagement and preventing missed opportunities due to expired tokens.

Acceptance Criteria

Notification Preference Configuration

Given the user is on the notification settings page When they select preferred channels and frequency and save changes Then their preferences are successfully updated and stored

Token Redemption Success Notification

Given a user completes a token redemption transaction When the redemption is confirmed Then an in-app notification is displayed immediately and an email is sent within 5 minutes with redemption details

Low Token Balance Warning

Given a user’s token balance falls below the configured low-balance threshold When the balance check runs Then an in-app alert and email notification are queued and delivered according to the user’s channel preferences

New Offer Launch Alert

Given a new wellness perk offer is published in the marketplace When the offer goes live Then all users who opted into new-offer notifications receive an in-app message and email summarizing the offer

Partner Fulfillment Status Update

Given a user redeems a partner-sponsored perk When the partner updates fulfillment status Then the system sends an in-app notification and email to the user reflecting the new status

Transaction History Logging

"As an employee, I want to view my token redemption history so that I can track my perks usage and manage my token balance effectively."

Description

Build a transaction history component that logs every token redemption event with details such as perk name, date/time, token cost, partner involved, and transaction status. Store logs in a searchable, paginated view within the user’s account section and allow exporting to CSV. Ensure data accuracy by reconciling with the backend token ledger. This feature enhances transparency, helps users audit their token usage, and supports dispute resolution processes.

Acceptance Criteria

Viewing Paginated Transaction History

Given a user has more than ten transaction logs When the user visits their Transaction History page Then the system displays the ten most recent transactions per page sorted by date descending And the user can navigate to next and previous pages

Real-Time Logging of Redemption Events

Given a user successfully redeems a token When the redemption completes Then a transaction log entry is created within five seconds containing the perk name, date/time, token cost, partner, and status “Success”

Exporting Transaction History to CSV

Given a user is on the Transaction History page When the user clicks the “Export to CSV” button Then a CSV file downloads within ten seconds containing all visible transactions with columns Perk Name, Date/Time, Token Cost, Partner, and Transaction Status And the CSV contents match the on-screen data

Search and Filter Transactions

Given a user has transaction history logged When the user filters by date range or searches by partner name or perk name Then only matching transactions are displayed And the filtered results appear within three seconds

Failed Transactions Logging

Given a token redemption attempt fails When the backend records the failure Then a transaction log entry is created with status “Failed” including the error code and message And the failed transaction appears in the user’s Transaction History list

Goal Tracker

Allows users to set and monitor personalized wellness goals (like daily breaks or hydration targets), automatically awarding tokens when milestones are achieved, driving accountability and self-improvement.

Requirements

Goal Setup Wizard

"As an employee, I want to set personalized wellness goals with clear parameters so that I can track my progress and remain accountable."

Description

Enable users to create personalized wellness goals by specifying goal type (e.g., hydration, breaks), frequency (daily, weekly), and target metrics. The wizard guides users through selecting parameters, validates inputs, and integrates goals into the user’s PulseCheck profile. It ensures goals are stored in the system, tied to the token allocation engine, and visible in the main dashboard upon creation.

Acceptance Criteria

Successful Goal Creation with Valid Inputs

Given the user selects a goal type of "Hydration", frequency of "Daily", and target of "8 glasses" in the wizard When the user submits the goal setup form Then the system stores the goal in the user’s profile And displays a success confirmation message

Validation of Incorrect Target Metrics

Given the user enters a non-numeric value for the target metric When the user attempts to proceed to the next step Then the wizard displays an inline validation error stating "Please enter a numeric value" And prevents the user from advancing until corrected

Wizard Cancellation Does Not Create Goal

Given the user is in the middle of the setup wizard When the user clicks the "Cancel" button Then the wizard closes without saving any data And no new goal appears in the user’s profile

Integration with Token Allocation Engine

Given the user has successfully created a new goal When the system processes the goal data Then the token allocation engine assigns the correct number of tokens based on goal frequency and metrics And the updated token balance is reflected on the user’s account

Dashboard Visibility of Newly Created Goals

Given the user completes the goal setup wizard When the user navigates to the main dashboard Then the newly created goal appears in the Goal Tracker section And displays the correct goal type, frequency, and target metrics

Real-time Milestone Detection

"As an employee, I want the system to automatically detect when I reach a wellness milestone so that I receive immediate feedback and recognition."

Description

Automatically monitor user activity or manual goal check-ins to detect when wellness milestones are achieved. The system processes input data in real time, triggers milestone events, and logs completions. This requirement ensures immediate recognition of achievements, seamless integration with notification services, and accurate reporting in the activity logs.

Acceptance Criteria

Hydration Goal Completion Detected

Given a user has set a daily hydration goal of X ml and logs water intake entries when the cumulative logged intake reaches or exceeds X ml, when the system processes the input data in real time, then it must trigger a milestone-completion event within 5 seconds, award the user the appropriate tokens, send a confirmation notification, and record the event in the activity log with accurate timestamps.

Break Reminder and Check-In Completion

Given a user receives a scheduled break reminder and starts and ends a break session via the app, when the break duration meets or exceeds the user’s defined minimum break time, then the system must detect the milestone, issue tokens, update the dashboard live data, send a success notification, and log the completion details.

Manual Goal Check-In Logging

Given a user manually marks a wellness goal as completed through the ‘Check-In’ interface, when the user confirms submission, then the system must immediately detect the manual check-in, award the correct number of tokens, update the user’s milestone count, and append an entry to the activity log.

Notification Trigger on Milestone Achievement

Given a milestone achievement event is detected for any wellness goal, when the event is processed by the notification service, then the system must dispatch a push notification to the user’s device within 3 seconds and reflect the milestone status on the real-time dashboard.

Activity Log Accuracy Verification

Given multiple milestone completion events occur throughout a user’s session, when the system writes entries to the activity log, then each log record must include the user ID, goal ID, milestone type, timestamp, and tokens awarded, with no missing or duplicate entries and in chronological order.

Token Allocation & Management

"As an employee, I want tokens to be awarded when I complete wellness milestones so that I feel rewarded and motivated to continue healthy habits."

Description

Implement a token engine that awards tokens upon milestone completion, updates user token balances, and logs each transaction. Tokens have configurable values per goal type, and the system prevents duplicate awards. The requirement includes an admin interface to adjust token values, audit transaction history, and integrate with reward redemption modules.

Acceptance Criteria

Milestone Completion Token Award

Given a user completes a configured wellness goal milestone, when the system validates completion, then the token engine awards the exact number of tokens defined for that goal type and updates the user’s token balance accordingly.

Preventing Duplicate Token Awards

Given a user has already been awarded tokens for a specific milestone, when the user’s progress is re-validated for the same milestone, then no additional tokens are awarded and an audit log entry indicates duplicate award prevention.

Admin Updates Token Values

Given an admin accesses the token configuration interface, when they adjust the token value for a goal type and save changes, then the new value is applied to all subsequent awards and reflected in the system settings.

Token Transaction Logging

Given any token award or adjustment occurs, when the transaction is processed, then a log entry is created with user ID, goal type, token amount, timestamp, and transaction ID, and it is retrievable via the audit history.

Token Redemption Integration

Given a user redeems tokens through the reward module, when the redemption request is processed, then the system deducts the correct token amount from the user’s balance, logs the transaction, and prevents redemption failures due to insufficient balance.

Progress Visualization Dashboard

"As an employee, I want to see my goal progress and token balance on a dashboard so that I can visualize my wellness journey and trends over time."

Description

Design a dashboard view that displays active goals, progress bars, milestone history, and token balances. Include filtering by date range, goal type, and token trends. Integrate charts and visual indicators to show streaks and performance over time, and ensure data synchronizes with the main PulseCheck sentiment dashboard for a unified user experience.

Acceptance Criteria

Viewing Active Goals Overview

Given a user has at least one active wellness goal, when they open the Progress Visualization Dashboard, then each active goal’s title, its progress bar reflecting accurate percentage completion, and current token balance are displayed consistent with backend data.

Filtering Goals by Date Range

Given a user selects a start and end date, when the date filter is applied on the dashboard, then only goals with progress updates within that date range are shown, and the progress bars recalculated accordingly.

Observing Milestone History Charts

Given a user navigates to the milestone history section, when they view the chart, then all past milestones are plotted in chronological order with correct dates and labels, and hover details show milestone descriptions and dates.

Tracking Token Balance Changes

Given a user earns or redeems tokens for goal milestones, when the action occurs, then the token balance display updates in real time, and the token trend chart reflects the change immediately.

Synchronizing with Sentiment Dashboard

Given the PulseCheck sentiment dashboard receives new sentiment data, when the Progress Visualization Dashboard is open, then goal progress indicators synchronize with sentiment changes within 5 seconds, ensuring unified data across both dashboards.

Custom Reminders & Notifications

"As an employee, I want to receive reminders and notifications for my wellness goals so that I remember to take breaks and stay on track."

Description

Allow users to configure reminders and notifications for upcoming goal activities via email, push notifications, or in-app alerts. Users can set schedules (e.g., every two hours for breaks) and channels, and the system integrates with PulseCheck’s notification framework. This requirement fosters habit formation by ensuring timely prompts aligned with user-defined goals.

Acceptance Criteria

Scheduling Recurring Break Reminders

Given a user has set a break reminder every 2 hours via push notification When the reminder schedule is saved Then the system registers the recurring event in the notification framework And the user sees the reminder listed under Active Reminders

Configuring Notification Channels

Given a user is on the reminder setup screen When they select email, push, or in-app alert channels Then each chosen channel is highlighted and enabled for that reminder And a confirmation message is displayed

Sending Push Notification at Scheduled Time

Given the current time matches a user’s scheduled notification time When the notification framework triggers the event Then the user’s device receives a push notification with the correct goal reminder And tapping the notification opens the Goal Tracker screen

Email Reminder Delivery Verification

Given a user has enabled email notifications for a goal reminder When the scheduled time arrives Then the system sends an email containing the goal name, scheduled time, and a link to mark completion And the email delivery status is logged in the notification history

In-App Alert Display and Dismissal

Given the user has an upcoming goal reminder and is active in the app When the scheduled time occurs Then an in-app modal alert appears with reminder details And the user can dismiss or snooze the alert And dismissal closes the modal and logs the action

Expiry Reminder

Sends timely notifications when tokens are nearing expiration, ensuring users redeem rewards before they lose value and maximizing ongoing incentive engagement.

Requirements

Expiry Threshold Notification

"As an employee, I want to receive automated alerts when my reward tokens are about to expire so that I can redeem them before they lose value."

Description

Monitor token validity and automatically send users notifications when their unredeemed tokens reach 30%, 15%, and 5% of their lifespan, ensuring timely reminders before expiration.

Acceptance Criteria

30% Threshold Reached

Given a token has reached 30% of its total validity period, when the system computes token lifespan, then a notification is sent to the user within five minutes containing the token name, remaining validity days, and a link to redeem.

15% Threshold Reached

Given a token has reached 15% of its total validity period, when the system computes token lifespan, then a second notification is sent to the user within five minutes with updated remaining days and redemption instructions.

5% Threshold Reached

Given a token has reached 5% of its total validity period, when the system computes token lifespan, then a final notification is sent to the user within five minutes warning of imminent expiration and providing a direct redemption action.

Post-Redemption Notification Suppression

Given a user redeems all outstanding tokens before any threshold is reached, when the system updates token balances, then no further threshold notifications are sent for those tokens.

Single Notification per Threshold

Given a user’s token lifespan remains under a threshold after initial notification, when the system recalculates lifespan the next day, then no duplicate notification for the same threshold is sent.

Configurable Reminder Frequency

"As an HR manager, I want to customize how often and when reminder notifications are sent so that I can align token expiration alerts with company workflows and minimize notification fatigue."

Description

Allow administrators to define custom reminder schedules (daily, weekly, bi-weekly) and specify token age triggers, enabling tailored notification strategies that align with organizational policies and user preferences.

Acceptance Criteria

Daily Reminder Configuration

Given an administrator sets the reminder frequency to daily and token age trigger to 5 days, When the system clock reaches the scheduled daily time and tokens are 5+ days old, Then reminder notifications are sent to all users holding those tokens.

Weekly Reminder Configuration

Given an administrator sets the reminder frequency to weekly and token age trigger to 14 days, When the system performs its weekly reminder job, Then notifications are delivered to users whose tokens are at least 14 days old.

Bi-Weekly Reminder Configuration

Given an administrator selects bi-weekly reminders with a 30-day token age trigger, When the system reaches each bi-weekly interval, Then reminder notifications are sent only to users with tokens aged 30 days or older.

Updating Existing Reminder Schedule

Given an administrator updates the existing reminder schedule frequency or token age trigger, When the update is saved, Then all future reminders follow the new schedule and triggers without duplication of past reminders.

Handling Opt-Out Preferences

Given users have the option to opt out of reminders, When users opt out via their settings, Then no reminder notifications are sent to those users regardless of the configured schedules.

Multi-Channel Notification Delivery

"As a user, I want to receive expiry reminders through my preferred channel (email, SMS, or in-app) so that I don't miss important notifications regardless of where I am."

Description

Integrate with email, SMS, and in-app channels to deliver token expiry reminders through users' preferred communication methods, improving visibility and engagement across different touchpoints.

Acceptance Criteria

User opts in to email notifications

Given a user has selected email as their preferred notification channel When a token is within 48 hours of expiration Then the system sends an email reminder to the user's registered email address with token details and expiry date

User receives SMS reminder for token expiry

Given a user has provided a valid mobile number and enabled SMS notifications When a token is within 24 hours of expiration Then the system sends an SMS message with the token code and expiration countdown

In-app notification appears before token expiration

Given a user is actively logged into the PulseCheck dashboard When a token is within 12 hours of expiration Then an in-app popup notification appears displaying the token code and time remaining

User preferences override default notification channel

Given a user has explicitly set their notification preferences When sending expiry reminders Then the system delivers notifications exclusively through the chosen channel and does not send via other channels

Notification fallback when primary channel fails

Given a notification attempt fails (bounce or delivery error) When sending a token expiry reminder Then the system automatically retries via the next available channel within 1 hour and logs the failure and retry attempt

Expiry Alerts Dashboard Widget

"As an HR manager, I want to see a live overview of tokens nearing expiration on my dashboard so that I can proactively address potential engagement drop-offs and encourage redemptions."

Description

Embed a real-time widget on the administrative dashboard displaying upcoming token expirations with countdown timers, enabling HR managers to monitor and intervene proactively.

Acceptance Criteria

Dashboard Widget Displays Upcoming Expirations

Given an admin accesses the dashboard, when tokens are expiring within 7 days, then the widget lists each token with user name, reward type, and expiration date.

Countdown Timer Accuracy

Given the widget displays tokens nearing expiration, when the remaining time updates, then each countdown timer reflects the correct hours and minutes left, refreshing at least once per minute.

Data Refresh and Real-Time Updates

Given new token expiration data is available, when the back-end service pushes updates, then the widget automatically refreshes within 30 seconds without a full page reload.

User Interaction and Details View

Given an admin clicks on a token entry in the widget, then a modal or dedicated panel opens displaying detailed reward information and redemption instructions.

No Imminent Expirations Scenario

Given there are no tokens expiring within the next 7 days, when the dashboard loads, then the widget displays a message stating 'No upcoming expirations in the next week'.

Expiration Audit Trail

"As a product owner, I want to review a history of expiry reminder notifications to analyze engagement trends and optimize notification strategies over time."

Description

Maintain a detailed log of all expiry reminders sent, including timestamps, channel, and recipient interactions, supporting accountability and analytics on notification effectiveness.

Acceptance Criteria

Logging Upon Reminder Dispatch

Each expiry reminder sent must generate a log entry containing a unique identifier, timestamp, notification channel, recipient ID, and reminder content; Log entries must be persisted in the audit database within 2 seconds of dispatch

Logging Upon Recipient Interaction

When a user interacts with a reminder (e.g., clicks link or dismisses notification), the system must record interaction type, timestamp, and user ID in the audit trail; Interaction logs must be linked to the original reminder log entry

Log Retrieval for Reports

Authorized analytics users can query the audit trail by date range, channel, and interaction status; The system must return paginated results within 3 seconds and include total count of matching entries

Log Data Integrity Verification

Audit entries must include a checksum or digital signature to detect tampering; Scheduled integrity checks must run daily and report any missing or altered entries

Failure Handling for Audit Logging

If writing to the audit database fails, the system must retry up to 3 times with exponential backoff; On persistent failure, an alert must be sent to administrators and the reminder dispatch must be flagged for manual review

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Press Coverage

Imagined press coverage for this groundbreaking product concept.

PulseCheck Launches Real-Time Employee Morale Monitoring to Cut Turnover and Prevent Burnout

Imagined Press Article

PulseCheck, the leading AI-driven employee sentiment platform, today announced the official launch of its real-time morale monitoring solution designed to empower HR strategists and team leads with instant insights into workforce well-being. By harnessing automated, bite-sized sentiment surveys and a dynamic live dashboard, PulseCheck identifies emerging stress patterns and flags signs of burnout before they escalate, enabling organizations to implement targeted interventions and reduce costly turnover. In today’s rapidly evolving workplace, continuous remote and hybrid models have blurred the lines between work and personal life, contributing to elevated stress levels and rising burnout rates. PulseCheck addresses this challenge head-on by equipping decision-makers with an intuitive platform that delivers always-on sentiment data. The system’s StressScore metric aggregates employee responses to reveal individual risk indices, while the Burnout Heatmap visualizes morale hotspots across teams, projects, and departments. “Our mission at PulseCheck is to transform how organizations understand and support employee well-being,” said Emma Li, PulseCheck co-founder and CEO. “We’ve designed a solution that eliminates the lag between emerging morale issues and management response. By providing real-time alerts and actionable playbooks, we’re helping companies foster healthier cultures and prevent turnover before it becomes a critical problem.” Key features of PulseCheck’s launch include: • Automated Sentiment Surveys: Seamlessly deployed via email, Slack, or Microsoft Teams, these one-click pulse checks take less than 15 seconds to complete, maximizing participation without interrupting workflows. • StressScore Indicator: A proprietary AI model that calculates a real-time risk index for each employee, taking into account sentiment trends, workload metrics, and variance from personal baselines. • Burnout Heatmap & Tiered Alerts: A visually rich dashboard highlights teams or projects experiencing the most significant morale dips. Multi-level notifications (low, medium, high) help managers prioritize engagement and allocate resources effectively. • Response Playbooks & Rapid Check-In: Curated action plans and conversation guides tailored to specific alert thresholds, coupled with one-click scheduling for follow-up meetings to ensure timely human-centered support. • AI-Driven Recommendations: Actionable Insights deliver context-sensitive suggestions for proactive steps—ranging from informal check-ins to workload adjustments—so leaders can act with confidence and consistency. To date, early access customers have reported a 25% reduction in unplanned turnover and a 40% faster response time to morale dips. “We piloted PulseCheck across three departments, and the real-time alerts empowered managers to reach out at the first sign of stress. It shifted our culture from reactive to proactive wellness,” said Sarah Thompson, Senior HR Strategist at InnovateX Solutions. PulseCheck seamlessly integrates with existing HRIS and productivity tools, ensuring minimal implementation overhead. The platform follows strict data privacy and security protocols, including SOC 2 Type II compliance and end-to-end encryption, safeguarding employee responses and organizational insights. PulseCheck is available now in three subscription tiers, starting at $5 per user per month, with enterprise options offering advanced customization, priority support, and white-glove onboarding. Interested organizations can sign up for a live demo or begin a 30-day free trial at www.pulsecheck.ai. Contact Information: PulseCheck Media Relations Email: press@pulsecheck.ai Phone: +1-415-555-0123 Website: www.pulsecheck.ai

PulseCheck Unveils Burnout Beacon: AI-Powered Early Warning System for Employee Well-Being

Imagined Press Article

PulseCheck, the trailblazer in employee sentiment intelligence, today launched Burnout Beacon, a groundbreaking AI-powered early warning feature that alerts managers the moment individual or team morale falls below critical thresholds. By shining a spotlight on emerging stress patterns, Burnout Beacon empowers leaders to intervene with targeted support before burnout escalates, bolstering retention and cultivating a sustainable work environment. In recent years, burnout has surged to alarming levels, costing U.S. businesses an estimated $190 billion annually in lost productivity, absenteeism, and turnover. Traditional employee engagement surveys, typically conducted quarterly or annually, fail to capture the nuanced, day-to-day shifts in morale. Burnout Beacon reimagines this paradigm by delivering continuous monitoring, instant alerts, and prescriptive guidance designed to address stress as it develops. “Burnout Beacon represents a quantum leap in workplace well-being,” said Ravi Patel, PulseCheck Head of Product. “By combining advanced sentiment analysis with predictive thresholds, we can detect stress signals that often go unnoticed until they become crises. This proactive approach not only preserves employee health, but also safeguards organizational performance.” Burnout Beacon Key Capabilities: • Real-Time Sentiment Surveillance: Continuously analyzes survey responses and contextual workload metrics to compute individual Burnout Scores, reflecting both emotional state and workload strain. • Customizable Safety Thresholds: The Threshold Tailor feature allows HR strategists to define sentiment limits based on department norms, role expectations, and historical baselines, ensuring alerts are both precise and meaningful. • Tiered Escalation Workflow: Multi-level alerts—ranging from gentle reminders to urgent escalations—are routed to the appropriate stakeholders, from direct managers to wellness ambassadors and executive overseers. • Contextual Action Playbooks: Each alert comes with a tailored set of conversation guides, resource suggestions, and follow-up protocols, enabling managers to provide empathetic, evidence-based support. • Integration with Rapid Check-In: Burnout Beacon seamlessly triggers automated scheduling of one-on-one sessions with at-risk employees, reinforcing a culture of care and connection. Early adopters of Burnout Beacon have experienced dramatic improvements in engagement metrics. “Our pilot showed a 60% improvement in the speed of manager outreach following a morale dip, and employees reported feeling 50% more supported,” said Maya Rodriguez, Chief People Officer at TechNova Inc. “Burnout Beacon has become an indispensable tool in our talent retention strategy.” PulseCheck’s commitment to data privacy remains paramount. All sentiment analytics and alert triggers occur within a secure environment, compliant with GDPR, CCPA, and ISO 27001 standards. Administrators retain full control over data access and can audit alert logs at any time. Burnout Beacon is now available to all PulseCheck customers at no additional cost for the next 90 days, with ongoing availability included in select enterprise plans. Organizations interested in exploring Burnout Beacon can schedule a personalized demonstration through the PulseCheck website or request a technical white paper outlining implementation best practices. Quotes: “Burnout Beacon is the protective shield every modern workplace needs. It’s like having a radar for employee well-being,” said Alex Morgan, Director of People Analytics at NexaCorp. “Timely detection and intervention are game-changers. Our teams are not just surviving—they’re thriving,” said Stephanie Chu, Senior Operations Manager at Zenith Digital. Contact Information: PulseCheck Media Relations Email: press@pulsecheck.ai Phone: +1-415-555-0123 Website: www.pulsecheck.ai

PulseCheck Partners with HealthSync to Launch Wellness Wallet for Incentivized Employee Engagement

Imagined Press Article

PulseCheck, a pioneer in AI-driven employee sentiment solutions, today announced a strategic partnership with HealthSync, a leading provider of wellness incentives, to launch Wellness Wallet—a token-based rewards marketplace designed to elevate employee engagement and well-being. By combining PulseCheck’s real-time sentiment surveys with HealthSync’s expansive wellness offerings, the Wellness Wallet creates a seamless ecosystem where participation in morale-boosting activities is recognized and rewarded. As remote and hybrid work models become the norm, organizations face new challenges in keeping employees motivated and connected. Traditional wellness programs often struggle to drive sustained participation due to lack of personalization and immediate feedback. Wellness Wallet addresses these pain points by awarding tokens for survey participation, healthy habit challenges, and positive sentiment contributions, which can be redeemed for curated perks including fitness membership passes, meditation app subscriptions, ergonomic accessories, and more. “Engagement thrives on recognition. With Wellness Wallet, we’re turning routine pulse checks and wellness activities into rewarding experiences,” said Michael Tan, PulseCheck VP of Partnerships. “Our collaboration with HealthSync provides a powerful incentive layer that motivates employees to consistently share feedback and engage in well-being initiatives, driving healthier cultures and higher retention.” Wellness Wallet Core Features: • Token Rewards for Participation: Employees earn tokens for completing sentiment surveys, joining wellness challenges, and achieving personalized health goals via the Goal Tracker. • Marketplace of Curated Perks: HealthSync’s extensive network of partners offers a broad spectrum of rewards—from virtual fitness classes to mental health subscriptions, ensuring options that resonate with diverse employee preferences. • Gamified Challenge Quests: Time-bound quests, such as step-count competitions or mindfulness streaks, earn bonus tokens and foster friendly competition across teams. • Referral Bonuses and Expiry Reminders: Users can boost their token balance by referring colleagues to PulseCheck, with automated notifications before tokens expire to maximize redemption. • Integrated Redemption Workflow: Tokens can be redeemed directly within the PulseCheck dashboard, with fulfillment managed by HealthSync’s logistics team for a seamless user experience. In pilot programs, organizations leveraging Wellness Wallet saw a 45% uplift in survey response rates and a 30% increase in participation across wellness challenges. “Wellness Wallet transformed our engagement metrics,” said Kendra Lewis, Wellness Ambassador at BrightTech Innovations. “Our employees love earning tokens for simple activities, and the immediate ability to redeem them for perks keeps momentum high.” HealthSync CEO Dr. Priya Menon commented, “We’re thrilled to partner with PulseCheck to bring a holistic rewards platform that aligns employee sentiment data with meaningful wellness incentives. Wellness Wallet sets a new standard in fostering sustained engagement and healthy behaviors.” Wellness Wallet is available today to all PulseCheck customers on select plans, with tiered options for additional token budgets and custom marketplace integrations. Organizations interested in implementing Wellness Wallet can contact the PulseCheck sales team to explore pricing and onboarding timelines. Contact Information: PulseCheck Partnerships Team Email: partnerships@pulsecheck.ai Phone: +1-415-555-0456 Website: www.pulsecheck.ai HealthSync Press Office Email: media@healthsync.com Phone: +1-212-555-0789 Website: www.healthsync.com

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