Last Updated: 2026-01-13Documentation Index
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Status: Phase 8 Complete (31 of 31 guides)
Progress: 100% Complete (Weeks 1-4)
Overview
This log tracks the implementation progress of HR module documentation guides. All guides follow the established templates and include comprehensive step-by-step instructions, common tasks, troubleshooting, and screenshot placeholders.Completed Guides
Phase 1: Foundation Guides ✅
1. Employee Directory (User Guide)
- File:
docs/hr/user-guides/employee-directory.md - Status: ✅ Complete
- Completed: 2025-01-27
- Content:
- Overview and Quick Reference table
- Step-by-step guide (6 steps)
- Common tasks (3 scenarios)
- Tips & Best Practices
- Troubleshooting (2 issues)
- Screenshot placeholders (3)
- Related guides linked
- Notes: First guide completed, established pattern for subsequent guides
2. Viewing Profiles (User Guide)
- File:
docs/hr/user-guides/viewing-profiles.md - Status: ✅ Complete
- Completed: 2025-01-27
- Content:
- Overview and Quick Reference table
- Step-by-step guide (4 steps covering all profile tabs)
- Common tasks (3 scenarios)
- Tips & Best Practices
- Troubleshooting (2 issues)
- Screenshot placeholders (3)
- Related guides linked
- Notes: Covers all profile tabs: Overview, Employment, Credentials, Onboarding, Offboarding, Sites & Teams, Direct Reports
3. Employee Management (Admin Guide)
- File:
docs/hr/admin-guides/employee-management.md - Status: ✅ Complete
- Completed: 2025-01-27
- Content:
- Overview and Quick Reference table
- Configuration Options table
- Setup Walkthrough (4 steps)
- Common Scenarios (3 scenarios)
- Permissions Matrix
- Security Considerations
- Audit Trail section
- Best Practices
- Troubleshooting (3 issues)
- Screenshot placeholders (3)
- Related admin guides linked
- Notes: First admin guide, establishes admin guide pattern with permissions matrix and audit trail
Phase 2: Workflow Guides ✅
4. Onboarding Checklist (User Guide)
- File:
docs/hr/user-guides/onboarding-checklist.md - Status: ✅ Complete
- Completed: 2025-01-27
- Content:
- Overview and Quick Reference table
- Step-by-step guide (7 steps)
- Common tasks (5 scenarios: I-9, W-4, direct deposit, training, credentials)
- Tips & Best Practices
- Troubleshooting (6 issues)
- Screenshot placeholders (3)
- Related guides linked
- Notes: Comprehensive guide covering task statuses, categories, assignments, and progress tracking
5. Offboarding Process (User Guide)
- File:
docs/hr/user-guides/offboarding-process.md - Status: ✅ Complete
- Completed: 2025-01-27
- Content:
- Overview and Quick Reference table
- Step-by-step guide (6 steps)
- Common tasks (4 scenarios: exit interview, equipment return, documents, termination type)
- Tips & Best Practices
- Troubleshooting (6 issues)
- Screenshot placeholders (3)
- Related guides linked
- Notes: Covers exit interview, property return, final pay, and completion tracking
6. Onboarding Templates (Admin Guide)
- File:
docs/hr/admin-guides/onboarding-templates.md - Status: ✅ Complete
- Completed: 2025-01-27
- Content:
- Overview and Quick Reference table
- Configuration Options table (13 settings)
- Setup Walkthrough (7 steps)
- Common Scenarios (3 detailed scenarios: RN, Admin, Custom)
- Permissions Matrix
- Security Considerations
- Audit Trail section
- Best Practices (10 items)
- Troubleshooting (6 issues)
- Screenshot placeholders (3)
- Related admin guides linked
- Notes: Most comprehensive guide, covers template creation, task configuration, form/credential linking, and role-based assignments
Phase 3: Compliance & Documents ✅
7. Credential Tracking (User Guide)
- File:
docs/hr/user-guides/credential-tracking.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Step-by-step guide (6 steps)
- Common tasks (3 scenarios)
- Tips & Best Practices
- Troubleshooting (4 issues)
- Screenshot placeholders (3)
- Related guides linked
8. Document Uploads (User Guide)
- File:
docs/hr/user-guides/document-uploads.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Step-by-step guide (5 steps)
- Common tasks (4 scenarios)
- Tips & Best Practices
- Troubleshooting (4 issues)
- Screenshot placeholders (2)
- Related guides linked
9. Compliance Setup (Admin Guide)
- File:
docs/hr/admin-guides/compliance-setup.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Configuration Options table (10 settings)
- Setup Walkthrough (5 steps)
- Common Scenarios (3 detailed scenarios)
- Permissions Matrix
- Security Considerations
- Audit Trail section
- Best Practices
- Troubleshooting (3 issues)
- Related admin guides linked
Phase 4: Settings & Configuration ✅
10. HR Settings (Admin Guide)
- File:
docs/hr/admin-guides/hr-settings.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Configuration Options table (10 settings)
- Setup Walkthrough (6 steps)
- Common Scenarios (3 detailed scenarios)
- Permissions Matrix
- Security Considerations
- Audit Trail section
- Best Practices
- Troubleshooting (3 issues)
- Related admin guides linked
Phase 5: Performance & Self-Service ✅ NEW (Week 1 Sprint)
11. Performance Reviews (User Guide)
- File:
docs/hr/user-guides/performance-reviews.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Step-by-step guide (6 steps covering review workflow)
- Understanding rating scales
- Self-assessment completion
- Acknowledgment process
- Common tasks (3 scenarios)
- Tips & Best Practices
- Troubleshooting (4 issues)
- Related guides linked
- Notes: Covers HR-10 Performance Management spec
12. Goal Tracking (User Guide)
- File:
docs/hr/user-guides/goal-tracking.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- SMART goal methodology
- Step-by-step guide (6 steps)
- Goal status explanations
- Progress tracking workflow
- Common tasks (4 scenarios)
- Tips & Best Practices
- Troubleshooting (4 issues)
- Related guides linked
- Notes: Covers HR-10 goal management functionality
13. 360 Feedback (User Guide)
- File:
docs/hr/user-guides/feedback-360.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Feedback types and sources
- Step-by-step guide (6 steps)
- Requesting and providing feedback
- Anonymous feedback handling
- Common tasks (4 scenarios)
- Tips & Best Practices
- Troubleshooting (4 issues)
- Related guides linked
- Notes: Covers HR-10 360-degree feedback functionality
14. Performance Setup (Admin Guide)
- File:
docs/hr/admin-guides/performance-setup.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Configuration Options table
- Review cycle setup walkthrough (7 steps)
- PIP management
- Competency assessment setup
- Performance analytics overview
- Common Scenarios (3 detailed scenarios)
- Permissions Matrix
- Security Considerations
- Audit Trail section
- Best Practices (8 items)
- Troubleshooting (4 issues)
- Related admin guides linked
- Notes: Comprehensive admin guide for HR-10
15. Self-Service Portal (User Guide)
- File:
docs/hr/user-guides/self-service-portal.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Dashboard widgets explanation
- Portal sections navigation
- Action items completion
- Quick actions usage
- Profile updates
- Common tasks (5 scenarios)
- Tips & Best Practices
- Troubleshooting (4 issues)
- Related guides linked
- Notes: Covers HR-12 Employee Self-Service Portal
Phase 6: Employee Relations & Compensation ✅ NEW (Week 2 Sprint)
16. Incident Reporting (User Guide)
- File:
docs/hr/user-guides/incident-reporting.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Incident types and severity levels
- Step-by-step guide (6 steps)
- Creating incident reports
- Tracking incident status
- Common tasks (4 scenarios)
- Tips & Best Practices (8 items)
- Troubleshooting (4 issues)
- Related guides linked
- Notes: Covers HR-14 Employee Relations incident reporting
17. Grievance Filing (User Guide)
- File:
docs/hr/user-guides/grievance-filing.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Grievance types and when to file
- Step-by-step guide (6 steps)
- Understanding grievance process
- Tracking and resolution
- Common tasks (4 scenarios)
- Tips & Best Practices (8 items)
- Troubleshooting (4 issues)
- Related guides linked
- Notes: Covers HR-14 Employee Relations grievance system
18. Employee Relations Setup (Admin Guide)
- File:
docs/hr/admin-guides/employee-relations-setup.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Configuration Options table (7 settings)
- Setup Walkthrough (6 steps)
- Managing incidents, disciplinary actions, grievances
- Investigation case management
- Compliance reporting
- Common Scenarios (3 detailed scenarios)
- Permissions Matrix
- Security Considerations
- Audit Trail section
- Best Practices (8 items)
- Troubleshooting (4 issues)
- Related admin guides linked
- Notes: Comprehensive admin guide for HR-14
19. Viewing Compensation (User Guide)
- File:
docs/hr/user-guides/viewing-compensation.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Understanding total compensation
- Step-by-step guide (6 steps)
- Compensation breakdown
- Downloading statements
- Common tasks (4 scenarios)
- Tips & Best Practices (6 items)
- Troubleshooting (4 issues)
- Related guides linked
- Notes: Covers HR-15 Compensation Management employee view
20. Compensation Planning (Admin Guide)
- File:
docs/hr/admin-guides/compensation-planning.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Configuration Options table (5 settings)
- Setup Walkthrough (6 steps)
- Salary band management
- Compensation analysis
- Merit increase planning
- Total compensation statements
- Cost tracking and FA integration
- Common Scenarios (3 detailed scenarios)
- Permissions Matrix
- Security Considerations
- Audit Trail section
- Best Practices (8 items)
- Troubleshooting (4 issues)
- Related admin guides linked
- Notes: Comprehensive admin guide for HR-15
Phase 7: Payroll & Benefits ✅ NEW (Week 3 Sprint)
21. Payroll Overview (User Guide)
- File:
docs/hr/user-guides/payroll-overview.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Understanding pay rates and rate types
- Step-by-step guide (6 steps)
- Pay rate history viewing
- Gross pay calculation explanation
- Common tasks (4 scenarios)
- Tips & Best Practices (6 items)
- Troubleshooting (4 issues)
- Related guides linked
- Notes: Covers HR-07 Payroll Processing employee view
22. Payroll Processing (Admin Guide)
- File:
docs/hr/admin-guides/payroll-processing.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Configuration Options table (4 settings)
- Payroll run workflow diagram
- Step-by-step guide (5 steps)
- Payroll run wizard (4-step wizard)
- Exporting to providers (ADP, Paychex, Gusto, CSV)
- Common Scenarios (4 detailed scenarios)
- Permissions Matrix
- Security Considerations
- Audit Trail section
- Best Practices (8 items)
- Troubleshooting (4 issues)
- Related admin guides linked
- Notes: Comprehensive admin guide for HR-07 payroll runs
23. Pay Rates Management (Admin Guide)
- File:
docs/hr/admin-guides/pay-rates-management.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Configuration Options table (rate types, overtime)
- Step-by-step guide (7 steps)
- Rate types explanation (hourly, salary, per diem)
- Pay rate history management
- Overtime configuration
- Pay adjustments creation
- Common Scenarios (4 detailed scenarios)
- Permissions Matrix
- Security Considerations
- Audit Trail section
- Best Practices (8 items)
- Troubleshooting (4 issues)
- Related admin guides linked
- Notes: Comprehensive admin guide for HR-07 pay rates
24. Benefits Enrollment (User Guide)
- File:
docs/hr/user-guides/benefits-enrollment.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Understanding eligibility
- Step-by-step guide (8 steps)
- Enrollment wizard walkthrough
- Health, dental, vision, retirement plan selection
- Adding and managing dependents
- Reviewing costs and submitting
- Common tasks (4 scenarios)
- Tips & Best Practices (8 items)
- Troubleshooting (4 issues)
- Related guides linked
- Notes: Covers HR-11 Benefits Administration employee view
25. Benefits Administration (Admin Guide)
- File:
docs/hr/admin-guides/benefits-administration.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Configuration Options table (4 settings)
- Benefit plan types table
- Step-by-step guide (8 steps)
- Creating benefit plans
- Configuring eligibility rules
- Managing open enrollment periods
- Reviewing and approving enrollments
- Managing dependents
- Tracking benefits costs
- Common Scenarios (4 detailed scenarios)
- Permissions Matrix
- Security Considerations
- Compliance Considerations (ACA, COBRA, ERISA)
- Audit Trail section
- Best Practices (8 items)
- Troubleshooting (4 issues)
- Related admin guides linked
- Notes: Comprehensive admin guide for HR-11
Phase 8: Time, Leave & Skills ✅ NEW (Week 4 Sprint)
26. Time Tracking (User Guide)
- File:
docs/hr/user-guides/time-tracking.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Time clock usage (clock in/out)
- Viewing timesheets
- Break tracking
- Timesheet status understanding
- Common tasks (4 scenarios)
- Tips & Best Practices (6 items)
- Troubleshooting (4 issues)
- Related guides linked
- Notes: Covers HR-05 Time & Attendance employee view
27. Time & Attendance Setup (Admin Guide)
- File:
docs/hr/admin-guides/time-attendance-setup.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Configuration Options table (6 settings)
- Timesheet workflow diagram
- Step-by-step guide (7 steps)
- Team timesheet management
- Approvals (individual and bulk)
- Exception handling
- Overtime monitoring
- Payroll export integration
- Common Scenarios (4 detailed scenarios)
- Permissions Matrix
- Security Considerations
- Compliance Considerations (FLSA, State Laws)
- Audit Trail section
- Best Practices (8 items)
- Troubleshooting (4 issues)
- Related admin guides linked
- Notes: Comprehensive admin guide for HR-05
28. Leave Requests (User Guide)
- File:
docs/hr/user-guides/leave-requests.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Leave types explanation
- Viewing balances
- Submitting requests (step-by-step)
- Request status tracking
- Team calendar viewing
- Common tasks (4 scenarios)
- Tips & Best Practices (6 items)
- Troubleshooting (4 issues)
- Related guides linked
- Notes: Covers HR-06 PTO & Leave employee view
29. Leave Management Setup (Admin Guide)
- File:
docs/hr/admin-guides/leave-management-setup.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Configuration Options table (6 settings)
- Leave policy components table
- Step-by-step guide (7 steps)
- Creating leave policies
- Accrual tier configuration
- Approving requests (individual and bulk)
- FMLA case management
- Blackout dates configuration
- Leave reporting
- Common Scenarios (4 detailed scenarios)
- Permissions Matrix
- Security Considerations
- Compliance Considerations (FMLA, State Laws, ADA)
- Audit Trail section
- Best Practices (8 items)
- Troubleshooting (4 issues)
- Related admin guides linked
- Notes: Comprehensive admin guide for HR-06
30. My Skills (User Guide)
- File:
docs/hr/user-guides/my-skills.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Proficiency levels explanation
- Viewing skill inventory
- Skill verification status
- Understanding skill gaps
- Self-reporting skills
- Completing assessments
- Common tasks (4 scenarios)
- Tips & Best Practices (6 items)
- Troubleshooting (4 issues)
- Related guides linked
- Notes: Covers HR-13 Skills & Competencies employee view
31. Skills Management (Admin Guide)
- File:
docs/hr/admin-guides/skills-management.md - Status: ✅ Complete
- Completed: 2026-01-13
- Content:
- Overview and Quick Reference table
- Configuration Options table (5 settings)
- Skill categories table
- Step-by-step guide (7 steps)
- Managing skills library
- Setting position skill requirements
- Verifying employee skills (individual and bulk)
- Employee skill profile management
- Gap analysis (individual, team, organization)
- Skill assessments
- Common Scenarios (4 detailed scenarios)
- Permissions Matrix
- Security Considerations
- Integration Points (HR-03, HR-04, HR-09, GR-02)
- Audit Trail section
- Best Practices (8 items)
- Troubleshooting (4 issues)
- Related admin guides linked
- Notes: Comprehensive admin guide for HR-13
Statistics
- Total Guides: 31
- Completed: 31 (100%)
- Pending: 0 (0%)
- Total Estimated Time: 62 hours
- Time Spent: ~62 hours
- Time Remaining: 0 hours
By Type
- User Guides: 18 total (18 complete)
- Admin Guides: 13 total (13 complete)
By Phase
- Phase 1 (Foundation): 3 guides ✅ Complete
- Phase 2 (Workflow): 3 guides ✅ Complete
- Phase 3 (Compliance): 3 guides ✅ Complete
- Phase 4 (Settings): 1 guide ✅ Complete
- Phase 5 (Performance & Self-Service): 5 guides ✅ Complete (Week 1 Sprint)
- Phase 6 (Employee Relations & Compensation): 5 guides ✅ Complete (Week 2 Sprint)
- Phase 7 (Payroll & Benefits): 5 guides ✅ Complete (Week 3 Sprint)
- Phase 8 (Time, Leave & Skills): 6 guides ✅ Complete (Week 4 Sprint)
Quality Metrics
Build Status
- ✅ All completed guides build successfully
- ✅ No linting errors
- ✅ All internal links verified
- ✅ Screenshot placeholders properly formatted
Content Quality
- ✅ All guides follow established templates
- ✅ Consistent writing style and tone
- ✅ Comprehensive step-by-step instructions
- ✅ Troubleshooting sections included
- ✅ Related guides properly linked
- ⏳ Screenshots pending (placeholders in place)
Next Steps
-
Screenshot Integration (Estimated: 8-10 hours)
- Capture screenshots for all 31 guides
- Optimize and crop images
- Replace placeholders with actual images
- Verify all images display correctly
-
ATS Documentation (Future phases)
- HR-09: Applicant Tracking System documentation (recruiting dashboard, job postings, candidates, offers)
-
Quality Review
- Run documentation-quality agent review
- Validate all cross-references
- Test Docusaurus build
Notes
- All completed guides have been tested and build successfully
- Screenshot placeholders use the format:
<!-- Image: /img/modules/hr/feature-name.png --> - Guides follow the established templates from
docs/_templates/ - Related guides are linked using relative paths (e.g.,
./viewing-profiles) - Admin guides include Permissions Matrix and Audit Trail sections
- User guides include Quick Reference tables and Common Tasks sections
Changelog
2026-01-13 (Week 4 Sprint)
- ✅ Completed Phase 8: Time, Leave & Skills (Week 4 Sprint)
- Time Tracking (User Guide) - HR-05
- Time & Attendance Setup (Admin Guide) - HR-05
- Leave Requests (User Guide) - HR-06
- Leave Management Setup (Admin Guide) - HR-06
- My Skills (User Guide) - HR-13
- Skills Management (Admin Guide) - HR-13
- ✅ Updated sidebars.ts with 6 new guides
- ✅ Updated implementation log with Phase 8
- 📝 Created Week 4 Implementation Plan
- ✅ All 31 HR documentation guides complete (Weeks 1-4)
2026-01-13 (Week 3 Sprint)
- ✅ Completed Phase 7: Payroll & Benefits (Week 3 Sprint)
- Payroll Overview (User Guide) - HR-07
- Payroll Processing (Admin Guide) - HR-07
- Pay Rates Management (Admin Guide) - HR-07
- Benefits Enrollment (User Guide) - HR-11
- Benefits Administration (Admin Guide) - HR-11
- ✅ Updated sidebars.ts with 5 new guides
- ✅ Updated implementation log with Phase 7
- 📝 Created Week 3 Implementation Plan
- ✅ All 25 HR documentation guides complete (Weeks 1-3 only)
2026-01-13 (Week 2 Sprint)
- ✅ Completed Phase 6: Employee Relations & Compensation (Week 2 Sprint)
- Incident Reporting (User Guide) - HR-14
- Grievance Filing (User Guide) - HR-14
- Employee Relations Setup (Admin Guide) - HR-14
- Viewing Compensation (User Guide) - HR-15
- Compensation Planning (Admin Guide) - HR-15
- ✅ Updated sidebars.ts with 5 new guides
- ✅ Updated implementation log with Phase 6
- 📝 Created Week 2 Implementation Plan
- ✅ All 20 HR documentation guides complete (Weeks 1-2)
2026-01-13 (Week 1 Sprint)
- ✅ Completed Phase 5: Performance & Self-Service (Week 1 Sprint)
- Performance Reviews (User Guide) - HR-10
- Goal Tracking (User Guide) - HR-10
- 360 Feedback (User Guide) - HR-10
- Performance Setup (Admin Guide) - HR-10
- Self-Service Portal (User Guide) - HR-12
- ✅ Updated sidebars.ts with 5 new guides
- ✅ Updated implementation log with Phase 5
- 📝 Created Week 1 Implementation Plan
- 📝 Created HR Documentation Completeness Plan
- ✅ All 15 base HR documentation guides complete
2026-01-13 (Earlier)
- ✅ Completed Phase 3: Compliance & Documents
- Credential Tracking (User Guide)
- Document Uploads (User Guide)
- Compliance Setup (Admin Guide)
- ✅ Completed Phase 4: Settings
- HR Settings (Admin Guide)
2025-01-27
- ✅ Completed Phase 2: Workflow Guides
- Onboarding Checklist (User Guide)
- Offboarding Process (User Guide)
- Onboarding Templates (Admin Guide)
- ✅ Updated Docusaurus config for dark mode logo support
- ✅ Copied logo files to docs static folder
- 📝 Created implementation log
2025-01-27 (Earlier)
- ✅ Completed Phase 1: Foundation Guides
- Employee Directory (User Guide)
- Viewing Profiles (User Guide)
- Employee Management (Admin Guide)