Ability to share portal details

FRD Document

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Outline

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Problem statement

User story

Solution

Wireframes

Workforce does not have an option to share portal details (username and password) with the managers or stakeholders directly from the system.�

1. Portal credentials distribution options lack visibility.
2. Accessing this option requires multiple actions.
3. This has to be done individually for each user. No bulk option available.

Problem statement

User Persona - Jane - HR Head

Jane Doe

Demographic

Name

Behaviour and Actions

Needs and Pain Points

• Handles the EX Survey product service provided by QuestionPro
• Implement strategies that support business growth, improve morale and employee retention, enhance safety and wellness, strengthen relations between staff and employers, manage job satisfaction, attract the best recruits, and promote the organization's values.

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• Young Women
• Married

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• Unable to send portal login details directly from the system.
• Has to use mail merge and manually send the data.
• This is very taxing and time consuming when she has to share the same with a large group of people.

Workforce will add a new option to share the portal details (username and password) with the managers or stakeholders directly from the employee roaster. �

1. Updating the UX of employee roster table.
2. Adding send portal invite email button in roster.
3. Users can customize the email content and save templates.

Solution

Wireframes

01 - Send portal invite button - inactive

Ability to share portal details

01 - Roster - Menu active

Ability to share portal details

02 - Send portal invite button - active (after subject selection)

Ability to share portal details

03 - Send portal invite button - hover

Ability to share portal details

04 - Portal invitation email

Ability to share portal details

05 - email sent - Confirmation toast

Ability to share portal details

Figma File

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