Micro-Step Build Plan Building Blocks Use Cases MVP User Stories Complete user story catalogue for Bluewoo HRMS Phases 0-10.5
This document contains the complete user story catalogue for the Bluewoo HRMS MVP, aligned with implementation Phases 0-10.5. Each story follows the standard format: "As a [role], I want [action] so that [value]" .
All user stories should follow the Apple-Screver Hybrid design aesthetic:
Key Visual Principles:
Stats/metrics: Colorful gradient cards (blue, amber, violet, emerald)
Content: White cards with soft shadows, no borders
Buttons: Pill-shaped, bold colors
AI Assistant: Floating violet gradient button with glow
Status Count Description ✅ Implemented 83 Fully working in Phases 00-10.5 ❌ Not Implemented 2 Widget stories requiring stats endpoints 📤 Moved to Future 5 Requires infrastructure not in MVP
Note: Stories requiring audit infrastructure (SYS-03, SYS-04) or complex features are documented in Future User Stories under Phase 11-12. Email notifications (NTF-01, NTF-02, NTF-03), onboarding/offboarding workflows, and alternate approvers (TO-07) are now in Phase 10.5 .
Field Description ID Unique identifier (e.g., UO-01, EMP-02) Category Functional area User Story As a [role], I want [action] so that [value] Phase Implementation phase where this is built
Category Stories Phase(s) User Onboarding & Authentication 6 Phase 01-02 Employee Profiles 8 Phase 02-03 Org Structure 8 Phase 03-04 Time-Off Management 9 Phase 05, 10.5 Document Management 7 Phase 06 Tags & Custom Fields 8 Phase 07 Dashboards & Analytics 11 Phase 08 AI Assistant 12 Phase 09 System Administration 3 Phase 01 Platform Administration 8 Phase 10 Pre-Launch Critical Features 8 Phase 10.5 Search & Navigation 2 Multiple Total 89
ID Category User Story Phase Status UO-02 Onboarding As an HR Admin, I want to create employee profiles manually so that I can onboard staff who don't have system accounts yet. 02 ✅ UO-03 Identity As a System Admin, I want to configure Google/GitHub SSO so that employees can log in securely and easily. 01 ✅ UO-04 Identity As a User, I want to update my profile picture so my profile is recognizable. 02 ✅ UO-05 Identity As an HR Admin, I want to disable or reactivate a user account so that former employees cannot access the system. 01 ✅ UO-06 Identity As a System Admin, I want to assign roles (Admin, HR Admin, Manager, Employee) so that access is controlled. 01 ✅ UO-07 Identity As an Employee, I want to update my personal profile info (address, contact, emergency contact) so that HR has accurate data. 02 ✅
📤 Moved to Future: UO-01 (User invite via email) requires email service - see Phase 10
ID Category User Story Phase Status EMP-01 Employee Profile As an HR Admin, I want to maintain a full employee profile so that records remain up to date. 02 ✅ EMP-02 Employee Profile As an Employee, I want to view my profile so I understand what HR data is stored about me. 02 ✅ EMP-03 Roles As an HR Admin, I want to assign multiple roles to a single user (e.g., Manager + Employee) so that org-structure can reflect real-world operations. 01 ✅ EMP-04 Roles As an HR Admin, I want to assign a primary role and optional additional scopes (e.g. "Manager", "Sales Lead") so the org behaves correctly. 03 ✅ EMP-05 Status As an HR Admin, I want to mark an employee as "Active", "Inactive", "On Leave", or "Terminated" so that HR workflows behave correctly. 02 ✅ EMP-06 Assignment As a Manager, I want to assign an employee to multiple teams so cross-functional structures can be represented. 03 ✅ EMP-07 Assignment As an HR Admin, I want to assign an employee to multiple departments (one primary) so I can maintain flexible org structures. 03 ✅ EMP-08 Assignment As a CTO, I want to be both a team manager and a team member so the org structure reflects real startup conditions. 03 ✅
ID Category User Story Phase Status ORG-01 Org Structure As an HR Admin, I want to define teams and departments so the organization follows a clear structure. 03 ✅ ORG-02 Org Structure As an HR Admin, I want to assign primary and dotted-line managers so complex reporting lines are supported. 03 ✅ ORG-03 Org Structure As a Manager, I want to see who reports to me directly so I can manage my team. 03 ✅ ORG-04 Org Structure As a Manager, I want to see dotted-line reports so I can supervise matrix employees. 03 ✅ ORG-05 Org Chart As any Employee, I want to view the full org chart so I understand how the company is structured. 04 ✅ ORG-06 Org Chart As an HR Admin, I want to drag and drop employees in the org chart to change reporting lines so org maintenance is easy. 04 ✅ ORG-07 Access As a Manager, I want to only see employees in my management chain so sensitive HR data remains protected. 03 ✅ ORG-08 Org Summary As any user, I want to click on an employee and see their reporting chain so I understand context quickly. 04 ✅
ID Category User Story Phase Status TO-01 Request As an Employee, I want to request vacation days so I can plan time off. 05 ✅ TO-02 Request As an Employee, I want to request half-day leave so I can handle personal matters. 05 ✅ TO-03 Request As an Employee, I want to see my remaining balance before submitting a request so I avoid submitting invalid requests. 05 ✅ TO-04 Calendar As an Employee, I want to see my upcoming leaves so I can plan my schedule. 05 ✅
ID Category User Story Phase Status TO-05 Approval As a Manager, I want to approve or reject time-off requests so my team operations run smoothly. 05 ✅ TO-06 Approval As a Manager, I want to see overlapping leaves within my team so I can manage capacity. 05 ✅
ID Category User Story Phase Status TO-07 Escalation As an HR Admin, I want to configure alternate approvers so time-off requests don't block when managers are unavailable. 10.5 ✅ TO-08 Policy As an HR Admin, I want to define leave policies (vacation, sick leave, unpaid leave) so company rules are applied. 05 ✅ TO-10 Override As an HR Admin, I want to adjust employee balances manually so I can correct errors. 05 ✅
📤 Moved to Future: TO-09 (Auto-assign policies), TO-11 (Export time-off) - see Phase 12
ID Category User Story Phase Status DOC-01 Upload As an Employee, I want to upload documents (certificates, contracts, training) so I can store them centrally. 06 ✅ DOC-02 Permissions As a Manager, I want to upload documents visible only to my team so sensitive files remain protected. 06 ✅ DOC-03 Visibility As an HR Admin, I want to set document visibility (private, team, department, company) so access rules are respected. 06 ✅ DOC-04 Custom Access As a Document Owner, I want to share a document with a specific user so exclusive access is supported. 06 ✅ DOC-05 Access As an Employee, I want to download documents I have permission for so I can use them when needed. 06 ✅ DOC-06 Management As an HR Admin, I want to archive or delete obsolete documents so the repository remains clean. 06 ✅ DOC-07 Indexing As the System, I want to index documents for semantic search so the AI assistant can retrieve relevant information. 09 ✅
ID Category User Story Phase Status TAG-01 Tags As an HR Admin, I want to create tag categories (skills, certifications, status) so I can organize employees. 07 ✅ TAG-02 Tags As an HR Admin, I want to assign tags to employees so I can categorize them by skill or attributes. 07 ✅ TAG-03 Permissions As a System Admin, I want to restrict which roles can assign or remove specific tags so governance is maintained. 07 ✅ TAG-04 Document Tags As an Employee, I want to tag documents for faster filtering. 07 ✅
ID Category User Story Phase Status CF-01 Custom Fields As an HR Admin, I want to create custom fields for employees (e.g., LinkedIn, languages) so I can store flexible data. 07 ✅ CF-02 Custom Fields As an HR Admin, I want to define field types (text, number, dropdown) so data is structured. 07 ✅ CF-03 Visibility As an HR Admin, I want to set custom field visibility (all, manager+, HR only) so sensitive fields are protected. 07 ✅ CF-04 Employee View As an Employee, I want to update editable custom fields on my profile. 07 ✅
ID Category User Story Phase Status DB-01 Dashboard As a User, I want to create personal dashboards so I can track what matters to me. 08 ✅ DB-02 Dashboard As an Admin, I want to create system dashboards visible to everyone. 08 ✅ DB-03 Sharing As a Dashboard Owner, I want to share a dashboard with specific people so collaboration is possible. 08 ✅ DB-04 Permissions As a User, I want edit/view permissions defined per shared dashboard so access is controlled. 08 ✅
ID Category User Story Phase Status DB-05 Widgets As a User, I want to add widgets from a gallery so dashboards are customizable. 08 ✅ DB-06 Widgets As a User, I want to resize and reposition widgets so the layout fits my needs. 08 ✅ DB-07 Widgets As a User, I want widgets to appear immediately after adding them. 08 ✅ DB-08 Widgets As a System Admin, I want to control which widgets are globally enabled so I can manage feature rollout. 08 ✅
ID Category User Story Phase Status DB-09 Headcount As a Manager, I want a headcount widget so I can see team size trends. 08 ✅ DB-10 Time-off As an Employee, I want a time-off usage widget so I know how much leave I used. 08 ❌ Not implemented; needs /timeoff/stats/usage DB-11 Skills As an HR Admin, I want a skills-distribution widget so I understand team capabilities. 08 ❌ Not implemented; needs tag aggregation
ID Category User Story Phase Status AI-01 Chat As a User, I want to chat with an AI assistant to ask HR-related questions. 09 ✅ AI-02 Chat As a User, I want the AI assistant to access my time-off balance when I ask, to save time. 09 ✅ AI-03 Chat As a Manager, I want to ask the AI "Who reports to Alex?" so I understand team structure. 09 ✅ AI-04 Chat As an Employee, I want to ask about company policies and receive document excerpts. 09 ✅ AI-05 Chat As a User, I want the AI to recall the conversation context within the current session. 09 ✅
ID Category User Story Phase Status AI-06 Tool As the AI, I want to search employees (employee_search tool) so I can answer "Who is John?" queries. 09 ✅ AI-07 Tool As the AI, I want to retrieve document chunks (document_search tool) so I can answer "What is the travel policy?" 09 ✅ AI-08 Tool As the AI, I want to generate an org summary (org_explain tool) so I can answer "Who does Maria report to?" 09 ✅ AI-09 Tool As the AI, I want to fetch time-off balances (timeoff_balance tool) so I can respond with structured data. 09 ✅
ID Category User Story Phase Status AI-10 Widget As a User, I want a floating chat widget accessible from any dashboard page. 09 ✅ AI-11 Widget As a User, I want to minimize the chat widget to keep it out of the way. 09 ✅ AI-12 Widget As a User, I want tool results displayed in structured cards so answers are easy to understand. 09 ✅
ID Category User Story Phase Status SYS-01 Settings As a System Admin, I want to configure global settings (organization name, logo, theme). 01 ✅ SYS-02 Settings As a System Admin, I want to configure AI settings (enable AI, OpenAI key) per tenant. 09 ✅ SYS-05 Scaling As a System Admin, I want to manage multi-tenant configurations. 01 ✅
📤 Moved to Future: SYS-03 (Audit log) - Phase 11 , SYS-04 (Edit permissions), SYS-06 (SSO enforcement) - Phase 12
Platform Admin functionality for SaaS operators to manage tenants. This is separate from Tenant Admin (HR Admin) functionality.
ID Category User Story Phase Status PA-01 Tenant Management As a Platform Admin, I want to create new tenants so I can onboard new customers. 10 ✅ PA-02 Tenant Management As a Platform Admin, I want to list and search all tenants so I can manage the platform. 10 ✅ PA-03 Tenant Management As a Platform Admin, I want to view tenant details (users, status, usage) so I can troubleshoot issues. 10 ✅ PA-04 Tenant Management As a Platform Admin, I want to assign an initial Tenant Admin so the customer can start using the system. 10 ✅ PA-05 Tenant Management As a Platform Admin, I want to change tenant status (active/suspended/trial) so I can manage billing states. 10 ✅ PA-06 Domain Management As a Platform Admin, I want to configure allowed email domains for a tenant so only employees with company emails can register. 10 ✅ PA-07 Domain Management As a User with a company email, I want to automatically join my company's tenant when I register so I don't need an invitation. 10 ✅ PA-08 Domain Management As a Platform Admin, I want to add multiple domains to a tenant so all company emails are recognized. 10 ✅
Enterprise-Only Mode: Users can only register if their email domain is pre-configured by a Platform Admin. See Phase 10: Platform Admin for implementation details.
Critical workflows identified through gap analysis that bridge the gap between core MVP and production-ready system.
ID Category User Story Phase Status NTF-01 Email As a Manager, I want to receive an email when an employee submits a time-off request so I can review it promptly. 10.5 ✅ NTF-02 Email As an Employee, I want to receive an email when my time-off request is approved or rejected so I know the outcome. 10.5 ✅ NTF-03 Email As a new Employee, I want to receive a welcome email when my account is created so I know how to access the system. 10.5 ✅
ID Category User Story Phase Status ONB-01 Onboarding As an HR Admin, I want to create onboarding checklist templates so new hires have a consistent experience. 10.5 ✅ ONB-02 Onboarding As a new Employee, I want to see my onboarding checklist so I know what tasks I need to complete. 10.5 ✅ ONB-03 Onboarding As an HR Admin, I want to track onboarding progress so I can ensure all new hires complete required steps. 10.5 ✅
ID Category User Story Phase Status OFF-01 Offboarding As an HR Admin, I want to initiate an offboarding workflow when terminating an employee so nothing is missed. 10.5 ✅ OFF-02 Offboarding As an HR Admin, I want to see a checklist of offboarding tasks (access revocation, equipment return, exit interview) so I can track completion. 10.5 ✅
See Phase 10.5: Pre-Launch Critical Features for implementation details including database schemas and API endpoints.
ID Category User Story Phase Status SRCH-01 Global Search As a User, I want to use the search bar to find employees, documents, or teams quickly. 02-09 ✅ SRCH-02 Filter As an HR Admin, I want to filter employees by tags so I can locate specific skillsets. 07 ✅
These AI tools require HRMS endpoints:
Tool Required Endpoint Status employee_searchGET /api/v1/employees?search=&limit=✅ org_explainGET /api/v1/org/employees/:id/summary✅ timeoff_balanceGET /api/v1/timeoff/balances/:employeeId✅ document_searchVector store (no HRMS call) ✅ hr_knowledgeNatural language HR queries ✅
These UX requirements apply to all phases:
ID Category User Story UX-01 Error Handling As a User, I want clear error messages when something goes wrong so I know what to do. UX-02 Loading States As a User, I want loading indicators while data is being fetched so I know the system is working. UX-03 Empty States As a User, I want helpful empty states when no data exists so I know how to get started.
Phase Stories Implemented Phase 00 (Infrastructure only - no user stories) Phase 01 UO-03 ✅, UO-05 ✅, UO-06 ✅, EMP-03 ✅, SYS-01 ✅, SYS-05 ✅ Phase 02 UO-02 ✅, UO-04 ✅, UO-07 ✅, EMP-01 ✅, EMP-02 ✅, EMP-05 ✅, SRCH-01 ✅ Phase 03 EMP-04 ✅, EMP-06 ✅, EMP-07 ✅, EMP-08 ✅, ORG-01 ✅, ORG-02 ✅, ORG-03 ✅, ORG-04 ✅, ORG-07 ✅ Phase 04 ORG-05 ✅, ORG-06 ✅, ORG-08 ✅ Phase 05 TO-01 ✅, TO-02 ✅, TO-03 ✅, TO-04 ✅, TO-05 ✅, TO-06 ✅, TO-08 ✅, TO-10 ✅ Phase 06 DOC-01 through DOC-06 ✅ Phase 07 TAG-01 through TAG-04 ✅, CF-01 through CF-04 ✅, SRCH-02 ✅ Phase 08 DB-01 through DB-09 ✅, DB-10/11 ❌ Phase 09 DOC-07 ✅, AI-01 through AI-12 ✅, SYS-02 ✅ Phase 10 PA-01 ✅, PA-02 ✅, PA-03 ✅, PA-04 ✅, PA-05 ✅, PA-06 ✅, PA-07 ✅, PA-08 ✅ (Platform Admin + Domain Management) Phase 10.5 NTF-01 ✅, NTF-02 ✅, NTF-03 ✅, ONB-01 ✅, ONB-02 ✅, ONB-03 ✅, OFF-01 ✅, OFF-02 ✅, TO-07 ✅ (Email + Onboarding + Offboarding + Alternate Approvers)
Future Phases: See Future User Stories for Phase 11 (Audit & Compliance), Phase 12 (Advanced Features)