Spec Work

1. Main Website pages

- Home
- About
- Contact
- Privacy
- Terms & Conditions
- Login page
- Select Registration Page
- Registration Page Employer
- Registration page Employee
- Successful registration
- Manager home page/mail
- Manager invite a colleague page
- Manager Directory Page 1
- Manager Directory Page 2
- Manage Team Page
- Post a Job
- Agent profile homepage
- Agent Mail
- Directory [Vote for team member]
- League table/Training League Table
- Apply for Job

- The website template and all pages on the site should be responsive and scale in size
according to device.
- I have provided PSD designs for the website
- I will need to easily edit the content on the Visitor pages i.e. the Home, About, Contact, Terms
and Conditions and Privacy Pages. I will need to be able to hide these links if necessary.
- Please can you suggest a secure and most importantly scalable content management system.

Regarding current designs:

- I will need you to change the current Copyright date at the bottom of each page from 2018 to
2019
- Within the footer menu, I also need you to add links for ‘Home’, ‘About’, and ‘Contact’
- I will be providing a video later which I will need you to add to the Home page.

2. Registration Pages

When the user clicks the ‘join’ button he will be taken to the ‘Select registration page’. Here the
user will be asked whether he is joining as an employer or employee.

2a. Registration process for Employer

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Employer will be asked for his
- Full name
- Email address
- Confirm email address
- Password
- Confirm Password
- Your Company [functionality explained below]
- Recaptcha
- Submit

*Your company.
The user will be asked to search for his company.
The user will be prompted to enter the company name and then the company city.
For example, Company name: Google – City: Manchester
Once the user has done this he will press search and he will see all the closest matches. If his
company has been added to our database then the user can select it and complete registration by
filling out the recaptcha and pressing submit.
If the company has not been added to our database the user will be prompted to add it.
The user will need to enter:

- Company Name
- Company City
- Full Company address
- Your Company Email address
- Confirm email

Once the user has added this information he will then go on to complete registration by pressing
the recaptcha button and pressing submit.

2b. Registration process for Employee

The registration process is exactly the same however the employee does not have the option to
add company.

The employee will fill in the form and authenticate himself with recaptcha.
The employee will press submit to complete registration.

*Quick note regarding registration pages

If the user enters an invalid email or if the user fails to correctly confirm his email or password,
the page should immediately tell him that there is an error.

3. What happens after registration

Both employer and employee will be sent an email with their login credentials.
The user log in credentials will be the personal email address and password entered on the
registration form.

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This email will be sent to the users personal email address and not his company email address.
(Please note* The user should have the option to change his email address after he logs into the
website)

Automatic emails: whenever a user registers for the first time he will receive Email 1

Email 1:

Hi [Insert First name only],

Thanks for joining The Merit System.

Your login email is [Insert email address]

Your password is [Insert password]

Please contact help@themeritsystem.com if you have any issues

Look forward to seeing you.

Click here to login

The Merit System Team

--
©The Merit System 2019, To change your email settings please click here

If the user registers as an employer and adds a company, then he will receive Email 1 on his
personal email, and then he will receive Email 2 on his company email

Email 2:

Greetings [Insert First Name and Last name],

We have received your request to register [Insert Company name and City] on the
Themeritsystem.com

To complete the activation process please click here

If you don’t recognise this request, please kindly ignore or delete this email.

If you have any queries or issues please email help@themeritsystem.com

Look forward to seeing you.

The Merit System Team

--
©The Merit System 2019, To change your email settings please click here

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3a. Account types

We have two types of accounts:

a. Manager accounts, and
b. Agent accounts

After registration, by default both the employer and employee will be given an agent account.
The employer will only be given a management account after he has been verified.

How does an employer become verified?

When registering, if the employer has manually ‘added a company’ then we will send him a
verification link to his company email address – this is the company email address that he
entered when ‘adding his company’. Once the user clicks the verification link his company will
be added to our database and his account will be verified. The user will now have access to his
manager account.

When registering, if the employer was able to select his company from our database, the
employer will be told to contact his administrator. The company administrator will send an invite
to the user asking him to join as manager [this is explained in 4aii. Invite colleague]. Once the
user accepts the invite he will be verified and given access to his manager account.

Once verified, the default account for the employer will be the manager account. The user will be
able to switch between his agent account and his manager account by clicking the ‘Switch to
Agent Profile’ button.

3c. Backend administration for registration

Once registered the user will be added to our database as an Agent

A company will only be added to our database after the employer has clicked the verification
link.

As explained all users will be given a ‘Agent account’.

The system will automatically give all users the title Agent followed by a number.
For example the first user added will be Agent 1 and the next one Agent 2 etc
If we manually delete a user from the database then his number should be re-used on the next
new application.
For example - An employee registers and is given the number Agent 300. We then manually
delete Agent 2 from the system. The next person to register will not be Agent 301. He will
instead be Agent 2.

Backend process (additional info)

I need to be able to see the following:

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Agent ID with user full name, email address, date joined
Ability to Delete Agent, and Delete Company
Scores logged for every agent with the ability to override scores
Ability to see the time spent by agents on internal pages [i.e. league table etc] This can be
achieved by installing Google Analytics on [signed in pages]

NOW SEE PAGES 1 to 16 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE OF

HOW THIS WORKS.

Quick note

Please do not forget to incorporate the ‘forgotten password’ process – SEE PAGES 2 to 5 OF
THE ‘VISUAL FLOW OF PAGES’.

4. Manager Accounts

The manager account consists of:

- Switch to Agent Profile [This is a tab that allows the manager the switch to agent profile]
- Inbox [Mail page]
- Invite
- Directory [Main and Agent]
- Manage Team
- Post Job
- Sign out

Switch to Agent Profile

When the manager clicks ‘Switch to Agent’ he will be taken to his Agent Profile. If the users
clicks the button again he will return to his manager profile.

NOW SEE PAGES 19 to 20 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE OF

HOW THIS WORKS

4ai. Inbox

The first page on the management account is the Inbox page.

The manager will receive notifications and direct messages through the mail box.
If the manager has unread messages or notifications he will see a badge showing the number of
unread messages [see apple mail for an example]
The manager can respond to direct messages by clicking the reply button. Managers can only
view notifications.
By default, when a message or notification is sent to the system Inbox, the user will receive the
following message in their personal email:

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Subject: New message waiting for you
Message:

Hi [Insert First name],

When you have a chance, please check your Inbox on TheMeritSytem.com

There’s a new message waiting for you.

Login now

Kind regards,

The Merit System Team

--
©The Merit System 2019, To change your email settings please click here

At the bottom of each email should be an option to unsubscribe/ change settings

The manager should be able to change his settings so that all notifications and messages are also
sent to his personal email.
At the top of the page the manager will be able to search his mail box using keywords and
names. The search results will show the closest match.

NOW SEE PAGES 21 to 27 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE OF

HOW THIS WORKS

The Inbox should show 200 entries per page.

4aii. Invite

When the manager clicks ‘Invite’ he will be given the option to invite his colleague as a manager
[employer] or as an agent [employee]

The manager will then be prompted to enter his colleagues email address and then send the
invite.

The invited colleague will receive the following email:

--
Hi [Insert First name],

[Insert Manager’s Full name] from [Insert company name and City] wants you to join [Insert
Company name only] on TheMeritSystem.com

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If you already have an account with The Merit System please click here to login and accept the
invite.

If you do not have an account with The Merit System, please click here to register and accept the
invite.

If you do not recognise this request, please kindly ignore or delete this email.

If you have any queries or issues please email help@themeritsytem.com

Thanks a lot

The Merit System Team

--
©The Merit System 2019, To change your email settings please click here

The first link will take the user to the Login page
The second link will take the user to the Employee registration page

When the colleague ‘logs in’ or ‘completes Employee registration’, he will be asked whether he
would like to join the company.
If the colleague clicks ‘yes’ he will be added to the company and appear in the directory [see
below 4aiii The Directory].

If the colleague hasn’t registered with us then he will need to register first. The colleague will
complete the registration form as normal. Once complete the colleague will automatically be
added to the company and appear within the directory.

If the colleague was invited as a manager, then he will immediately have access to the
management account and agent account. If the colleague was invited as a team member he will
have access to his agent account only.

Once the colleague has accepted the invite (as seen above) a notification will be sent to managers
System Inbox.
---

Subject: [Insert Full name Invitation accepted]

Message:

Hey [Insert First name],

Just to let you know [Insert Full Employee name] has accepted your invite.
Please go to the ‘Main Directory’ to assign this team member a role and manager.
Thanks a lot,

The Merit System Team

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---

NOW SEE PAGES 27 to 31 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE OF

HOW THIS WORKS

4aiii. The Directory

The Directory consists of a ‘Main Directory’ and a ‘Agent Directory’ The user can search both
directories by typing in a name or keyword. The search will show the ‘Closest match’.

The Main Directory

The Main directory will list all members of the company.

The directory will show employees full name, role, sector, and manager

For example:

Name Role Sector Manager

James Yen Business Executive Sales Martin Howard [manage]

Jennifer Tisk Backend Developer IT Jamie Martin [manage]

When the agent first accepts the invite he will appear in the directory like so:

Name Role Sector Manager

James Yen No Role No Sector No Manager [manage]

After the agent accepts the invite, the manager will need to:

1) Assign him a role

2) Place him in a sector, and
3) Assign him a manager.

Next to each agent listing will be an option which reads [Manage]

When the manager clicks this button he will be able to ‘Assign the agent a role, Edit his role,
Place him in a sector, Assign him a manager, and finally ‘End employment’ – see End
Employment page 9]
Every time the manager creates a role this is automatically saved against his company profile.
This means other managers can select the same role for other agents.
The manager will click ‘create role’
He will then need to give the role a Title for example ‘Frontend Developer’
He will then need to select a sector from our set list. Here the sector will be ‘IT’
After selecting sector the manager will write up a job description for the role including targets.
When complete the manager will click ‘save’.

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The manager will then be asked whether the agent will be given a grace period to allow him to
settle into his new role. [Yes/No]
If the employer clicks [Yes] then he will be asked to enter an end date for the grace/training
period. He will then press set. [The training/grace period will place the agent in a separate league
table with other trainees] – [See page 14 5aiv. Training League]
After the user presses submit a message will be sent to the agent’s mail page.
The message is similar to the message sent on Upwork when a buyer and contractor decide to
work together.
The message will lay out:

The role
The sector
The job description
Any training period

At the bottom of the message there will be an option to accept.

Once the agent accepts the offer, then his role and sector will change in the directory.

*The training period option will only be offered if the agent/employee is changing his role, or if
the agent/employee is joining a new company. If the employee role is merely being ‘edited’ the
option to have a training period will not be available to the employer.

The manager will next need to assign the agent a manager.

The user will be presented with a list of all managers working for his company
The manager will select the correct manager then click submit.
The agent again will receive a message in his mail.
The agent will again need to click accept to confirm this.
Once this is done the agent manager status will be updated.

Name Role Sector Manager

James Yen Business Executive Sales Martin Howard [manage]

NOW SEE PAGES 32 to 41 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE OF

HOW THIS WORKS

Quick note regarding Sectors:

Below is the full sector list:

Administration
Advertising & Marketing
Business Management
Catering & Food Services
Charity
Childcare
Creative Services
Customer Services

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Education & Teaching
Finance
Health care
Human Resources
IT
Legal
Logistics and Transportation
Media & journalism
Property & housing
Public Relations
Research
Sales – Inbound
Sales – Outbound
Security

*I need to be able to add new Sectors in the future, as well as delete current sectors within the
admin section.

The Agent Directory

The Agent Directory lists all agents within the company by their agent ID i.e. Agent 1, Agent 13
The directory will show:

Agent Id Sector Votes Company Score Overall Score

Agent 1 IT 12 97% 92%

Agent 18 IT 4 98% 91%

Next to the agent name the user will have the option to send the agent a message.
If the user clicks on the Agent Id i.e. Agent 1, then this will take him to the agent homepage
For security, the Agent homepage will not disclose the agents real name, his role or previous
roles.
Only the Agent can see his or her real name.
The user will also have the option to send a message by clicking a button located on the agent
homepage. Sending messages in this way is only available to users with a managers account.

NOW SEE PAGES 50 to 53 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE OF

HOW THIS WORKS

Both Directories should show 200 entries per page.

4aiv. Manage Team

After the agent accepts a managers invitation to join a team, the agent’s new manager will now
see the agent within his ‘Manage Team area’.

When the manager clicks Manage team he will see all his team members.

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When the manager clicks on a member name he will be able to see the following:

Log Punctuality/Attendance
Log Performance
Give Award
Send Message
Edit Role
End Employment

NOW SEE PAGES 53 to 54 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE OF

HOW THIS WORKS

Log Punctuality/Attendance

When the manager clicks ‘Log Punctuality/Attendance’ he will be prompted to select a date.
By default, the current date will be selected.
Please note, the manager should have the ability to select dates in the past. This is just in case he
forgets to log punctuality.

Once the manager has selected a date he will see his team members
Next to each name the employee will see the following

Early = 100/100
Day Off [Authorised] = 0/0 [No change]
Holiday = 0/0 [No change]
Late = - 50/100
Day Off [Unauthorised] = -100/100
Sick = 50/100

*(Day off [unauthorised] is replacing Absent)

The maximum score an agent can have for punctuality and attendance is 100%

Please see a new example of how the points system will work

Monday = agent is early - agent automatically get 100% [100%/1] [Punctuality = 100%]
Tuesday = agent is late - agent automatically gets - 50% [50%/2] [Punctuality = 25%]
Wednesday = agent is early - agent automatically gets 100% [150%/3] [Punctuality = 50%]
Thursday = agent is sick - agent automatically gets 50% [200%/4] [Punctuality = 50%]
Friday agent is Day off [unauthorised] - agent automatically gets -100% [100%/5 [Punctuality = 20%]
Saturday employee is on Holiday - agent doesn’t receive a score and his punctuality remains the same
[Punctuality = 20%]
Sunday the agent has a Day off [authorised] - agent doesn’t receive a score and his punctuality remains
the same [0/0] [Punctuality = 20%]
Monday = agent is early - agent automatically gets 100% [200%/6] [Punctuality = 33.33%]
Tuesday = agent is early - agent automatically gets 100% [300%/7] [Punctuality = 42.86%]

The system should remember if a manager has previously scored an agent on a specific date.

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For example, if a manager scores an agent on 21/09/18 as being [late], the manager cannot come
back later and make an additional entry for 21/09/18. If the manager tries to do this, the manager
will get a message saying – “You have already told us that this user was late - do you want to
override your previous entry?” If the manager selects [YES] then the manager will be able to
override the previous entry. The agent score will change accordingly.

Any score logged will affect the agent’s position in the League Table [see below]

Whenever the manager submits a score for punctuality a notification will be sent to the agent.
A notification will also be sent to the manager for his records.

NOW SEE PAGES 54 to 62 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE OF

HOW THIS WORKS

Log Performance

When the manager clicks ‘log performance’ he will be prompted to give the member a score
between 1-100% - any score below 59% is automatically rounded up to 60%. In effect, the
lowest score an agent can receive for performance is 60%.

The manager will then be asked to give feedback

The manager can continue leaving scores for remaining agents and will be required to leave
feedback each time
Once complete the manager will press submit.

As above, the performance score will always be divided by the amount of entries

Monday employer gives score 100% = 100%/1 = 100%

Tuesday employer gives score 65% = 165%/2 = 82.5%
Wednesday employer gives score 88% = 253%/3 = 84.33 %

Whenever the manager submits a score for performance a notification will be sent to the agent
showing the score and feedback
The same notification will also be sent to the manager for his records.

NOW SEE PAGES 63 to 67 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE OF

HOW THIS WORKS

Give Award

When the manager selects ‘give award’ he will be able to select pre-loaded awards previously
created by other managers in his company, or he can create a new one.

If the manager clicks ‘create an award’ he will be prompted to ‘enter a name’ for the award.

For example ‘Employee of the Month’

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He will then be prompted to enter a description about the award

i.e. The Employee of the Month award is given to employees who go above and beyond what is
required of them.

He will then be prompted to choose a badge for the award

Once the badge is selected the manager will click save

This award will now be available to use now and in the future by other managers.

To give an award the manager will click give award

The manager see all agents
The manager will then hit the award button next to agent name
The manager will be asked if he is sure that he would like to award agent
Once done the agent will now have the award pinned on his profile

NOW SEE PAGES 68 to 76 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE OF

HOW THIS WORKS

Send Message

The ‘Send Message’ functionality has already been explained in section 4ai. Inbox.
When the user clicks ‘Send Message’ he will be able to send a message to the employee.

NOW SEE PAGES 78 to 79 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE OF

HOW THIS WORKS

Edit role

When the user clicks ‘Edit role’ he will be able to change the details of the employee job role.
When the role is edited, the role will only change for the employee selected.

NOW SEE PAGES 80 to 82 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE OF

HOW THIS WORKS

End Employment

The managers final option will be to End Employment for the team member

When the manager clicks ‘end employment’ we will ask ‘Are you sure that you want to end
employment?’ If he clicks ‘yes’ then the employee will be removed from the company directory
no longer be associated with the company.

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A notification will be sent to the agent telling him who ended his employment. A notification
will also be sent to the manager for his records.

NOW SEE PAGES 83 to 84 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE OF

HOW THIS WORKS

4av. Post job

The manager will be able to post a job internally to agents within his company.
This process will be largely like the current process on Upwork/Elance.

The manager will be prompted to enter a job description

The manager will be prompted to enter a salary or to keep the salary private ‘undisclosed’
Once done the manager will post the job.
This job listing will then appear on the agent job wall [see 5avi. Job Openings]
The agents will then post applications against the job
When applying the Agent’s real name, and Agent ID will be not be disclosed.
The application will show the agent record [see 5avi. Job Openings]
The manager will then view applications
While reviewing the applications the manager can send messages directly to the agent
The agent will be able to respond to these messages by clicking reply.
The manager will be able to hire one applicant or close the job without hiring.
If the manager hires an applicant he will be prompted to leave a general statement as to why this
applicant was hired. This statement will be sent out to all applicants. The statement will also be
pinned underneath the successful application. All users on the site will be able to view this even
after the job is closed.
NOW SEE PAGES 85 to 98 AND ALSO PAGES 121 – 132 OF THE ‘VISUAL FLOW OF
PAGES’ FOR AN EXAMPLE OF HOW THIS WORKS

Sign Out (self explanatory)

5. Agent Account

The agent account consists of:

Agent Homepage – Me
Inbox
League Table
Training League Table
Vote
Job Openings
Sign out

5ai. Agent Homepage (Me)

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When the agent first logs into his account he will see his Agent Homepage

His homepage will show:

Agent Id
Agent Full name
Company Name and City
Company Role
Company Score
-Punctuality & Attendance Score
-Performance Score
Votes
Total Votes
Attendance Counter
Company Awards [if applicable]
Overall Score
-Punctuality & Attendance Overall Score
-Performance Overall Score
Official Awards: System generated awards [if applicable]
Previous roles

Agent Id: As explained the agent is automatically given an Agent number when he joins i.e.
Agent 12
Agent Full name: This is the name provided by the agent on the registration form. The agent
can see this, however third parties viewing his profile cannot.
Company name and City: By default, the Company name section will read ‘No company’ Only
when the agent accepts the invitation from his manager will this update to show the new
company name. [Explained earlier in section 4aii. Invite colleague]
Company role: By default, this will read No role. When the agent accepts the role as entered by
his manager this will update on the page. Again, the Agent can see his role, however third parties
cannot see this section.
Company score: This is the score the agent has received since accepting the invite from this
new company. This score consists of Punctuality and Attendance score as well as a Performance
score. The breakdown for each score will be listed below. If the agent has just joined the
company then his score will be 0.
Votes: This displays the amount of Votes the Agent receives between 20th December previous
year and 20th December current year for his company.
Total Votes: This shows the Total Votes the Agent has received since joining his Company.
Overall Score: This is the combined score that the agent has received throughout all his job
roles.
Again this will be broken down into Punctuality & Attendance Overall Score and Performance
Overall Score. If this is the agents first job this will be 0. If the agent was previous employed by
another company then his old score/or scores will be shown as normal.
Attendance Counter: Every agent has an attendance counter on his home page.
When the agent first joins the company, he will see a message above the counter stating that he
has ‘233 days before you receive your award’ - his counter bar will show 0% initially.

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As explained earlier, the agents manager will score him for punctuality and attendance.
If the manager tells us that the employee was [Early] or [Late] the ‘days remaining will go down
once’ – i.e. ‘232 days remaining until you receive your award’. The attendance counter
percentage will also increase accordingly.
If the manager tells us that the agent was [Day Off – Authorised] or [Holiday] then the ‘days
remaining message’ and the attendance counter will stay on the same number.
If the manager tells us that the agent was [Sick] or [Day Off – Unauthorised] then the ‘days
remaining message’ will reset back to 233 days remaining and the counter will revert back to
0%.
Company Awards: Any awards issued by the manager show up here. If no awards have been
issued then the agent will not see the heading ‘Company Awards’. Next to each award we will
have a description about the award, the date it was given to the employee and the amount of
times the employee has won the award.
System Generated Awards: We have two system generated awards. If no awards have been
issued then the agent will not see the heading ‘System Generated Awards’

The two System Generated Awards are:

“The Merit Attendance Award” and

“Kind & Helpful Team Player Award”

The Merit Attendance Award

This award is linked to the agent’s counter explained above. Once the agent counter shows 100%
the system will automatically give him a badge. The agent Counter will stay on 100% until the
manager marks his attendance again. Once the manager marks his attendance than the agent
counter will reset.

Kind & Helpful Team Player Award

The Kind and Helpful Team Player award goes to the top 10% of helpful agents within a
company.
A helpful agent is determined by the number of votes the agent receives from other agents [see
section 5av. The Directory for voting process]
The votes for the Kind & Helpful Team Player Award are displayed in the league table under the
section ‘Votes’ [see 5aiii. League Table]
On the 20th December the system will automatically give badges to the top 10% of members
who have received the most votes within their company. For example if a company has 1,000
people, then the system will give out a badge to the top 100 people within that company.
On the 21st December the system will refresh and start counting new votes again.

Next to each award we will have a description about the award, the date it was given to the
employee and the amount of times the employee has won the award.

Previous roles: The agent is able to view and add previous job history.

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NOW SEE PAGES 99 to 107 FOR AN EXAMPLE OF HOW THIS WORKS. SEE PAGES 76-
77 TO SEE THE SYSTEM GENERATED AWARDS

Some important points:

If the agent has just signed up then his scores for Attendance, Performance, Company Score and
Overall Score will be 0. His ‘Awards’ section will also naturally be blank.

Please note that the agent Punctuality, Performance, and Company Score will revert to 0
whenever the agent moves to a new Company or whenever his role changes. If the agent has
moved to a new company then his ‘Helpful and Kind score’ - shown in the League Table under
votes revert to 0. However, if the agent has changed role but he is still working for the same
company then his ‘Kind & Helpful score’ will not revert to 0. [Please note if the agent’s role
‘description’ or ‘title’ is merely edited then this will not revert any of his points to 0]

5aii. Inbox

The agent Inbox section is exactly the same as the managers Inbox section.
The agent will receive notifications and messages here.
The agent cannot respond to notifications but can reply to direct messages.

5aiii. League Table

When an Agent first registers to the website and logs in, he will find himself in the League table
with ‘No Sector’ and ‘No Company’. See below.

Agent ID, Sector Company, Votes, Overall Punctuality, Overall Performance, Overall Score

Agent50 No Sector No Company 0 0% 0% 0%

Once the manager assigns the agent a role and a sector then the league table will update.

Agent ID, Sector Company, Votes, Overall Punctuality, Overall Performance, Overall Score

Agent50 Admin Crufts Ltd 0 0% 0% 0%

By default the league table will arrange all agents by sector. The agent with the highest ‘Overall
Score’ will appear at the top.

For example, if my sector is IT, then when I click on league table it will show me all agents
within IT. This includes agents working for different companies.

Agent ID, Sector, Company, Votes, Overall Punctuality, Overall Performance, Overall Score

Agent5 IT Apple Plc 5 93% 89% 91%

Agent11 IT Techflow 2 94% 87% 90.5%
Agent21 IT Battlework 13 90% 90% 90%

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When the agent clicks the league table it will automatically centre on his position
For example, if I am currently in position 12 the league table will show my position and also the
3 people in front and the 3 people behind.
The agents column should be a different colour from other agents.
When the agents views himself in the league table, it will not show his agent number, instead it
will say ‘Me’.

Agent ID, Sector, Company, Votes, Overall Punctuality, Overall Performance, Overall Score

Agent5 IT Apple Plc 5 93% 89% 91%

Me IT Techflow 2 94% 87% 90.5%
Agent21 IT Battlework 13 90% 90% 90%

I can then scroll up and down to see more people within the league table.
The league table will also show indicators of recent activity next to each agent. For example if an
agent has moved up or down the league table (or if he has remained in the same position) this
will be displayed next to the agents name.
Please see a screenshot

If the user clicks on the Agent ID he will be able to see the agent’s profile homepage as detailed
above.

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For privacy reasons the user will be unable to see the agents full name, role, or previous role
when viewing that agents homepage.
If the user is a manager and the agent works for his company, then the manager will see an
option to message the agent directly.

If the agent leaves a company and his employment is ended by a manager he will still appear in
the league table. He will automatically be placed in a sector called ‘no sector’ and the company
info will read ‘no company’. His votes from his previous role will revert back to 0. His other
scores will remain the same.

Agent ID, Sector Company, Votes, Overall Punctuality, Overall Performance, Overall Score

Agent5 No Sector No Company 0 93% 89% 91%

Agent61 No Sector No Company 0 92% 88% 90%

NOW SEE PAGES 118 to 120 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE
OF HOW THIS WORKS

5aiv. Training League

If the manager has opted to put the agent on training (Explained earlier on pages 5-6 4aiii.The
Directory) then the agent will be added to the training league table.

The training league table will work in the same way as the league table above.
The agent will receive scores from his manager for his punctuality and performance
The agent will remain in training league until the training end date
The scores received for punctuality and performance will revert back to 0 on the agents
homepage once training has ended.
The agent will then be added to main league table
The counter for attendance should not revert to 0 - it should remain the same.
The votes attained by the agent should not revert to 0 – it should remain the same.
—
NOW SEE PAGE 121 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE OF
HOW THIS WORKS

Both league table should show 200 entries per page.

Both league tables will arrange users first by ‘Overall Score’ then by ‘Votes’, then
alphabetically.

5av. Vote

The agent will have access to the ‘Main directory’ seen on page 5 [4aiii. The Directory]
The agent will not have access to the ‘Agent directory’
Through the directory the agent can vote for other members
The agent can vote for a maximum of 3 agents a day

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In addition, the agent is only able to vote for the same employee once every 90 days
The agent will need to leave a personal message before they submit the vote
The agent receiving the vote will receive a notification in their mail with the personal message
The agents vote count in the league table will be updated with this new vote

NOW SEE PAGE 107 to 112 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE
OF HOW THIS WORKS

5avi. Job Openings

When the agent clicks on ‘Job Openings’ he will see all jobs listed
The most recent jobs will be at the top of the page
If the job is open the agent can click apply
When agent clicks apply the page will load his ‘Agent record’
The agent record will show his job history and scores.
If the agent wants to add additional roles for earlier jobs he can do this manually. If the agent
clicks ‘add role’ we will ask him to enter the following:

Company name
Start Date
End Date
Role
Description
[save]

Once the agent clicks save, the ‘manual job entry or entries’ will be added to his application
towards the bottom saved against his Agent record.
Once complete the agent will press submit to send the application.
The application will remain visible underneath the job post [similar to Upwork/Elance]

NOW SEE PAGE 121 to 132 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE
OF HOW THIS WORKS

Sign out (Self explanatory)

6.Settings

Both the Employer and the Employee will have a ‘Settings Page’.
On the settings page the user will be able to change email address, change their password, and
change the email notification preferences.
When the user tries to change his email address or password we will automatically send him the
following email:

Subject: Request to change password

Message:

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Hi [Insert First Name],

Your password has been changed successfully.

If you do not recognise this request, please contact help@themeritsystem.com

If you recognise this request, please kindly ignore this email.

Thanks a lot,

The Merit System Team

©The Merit System 2019, To change your email settings please click here

Subject: Request to change email address

Message:

Hi [Insert First Name],

Your email address has been changed successfully.

If you do not recognise this request, please contact help@themeritsystem.com

If you recognise this request, please kindly ignore this email.

Thanks a lot,

The Merit System Team

©The Merit System 2019, To change your email settings please click here

Even if a user decides not to receive email notifications, then the system will stop sending the
user email notifications.
The only notifications that the user will receive are notifications relating to changing email or
changing password. This is necessary for security reasons.

NOW SEE PAGE 19 OF THE ‘VISUAL FLOW OF PAGES’ FOR AN EXAMPLE.

Additional Information

Hiring the Agent (additional info)

Once the manager hires the agent he will need to do one of the following:

1. If the agent is from another company then the manager will need to send the new agent an
invite.

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The agent will then need to accept in order to be added to the new company.
From there, the manager will need to assign the new agent a role and add him to a team

2. If the employee is still working within the same company then his manager will simply need
to assign the agent a new role within the directory.

This will cause the company score for punctuality and performance to revert to 0, however the
overall score will remain the same. The attendance counter will not revert to 0 as the employee is
still working for the same company.

Employee Record (additional info)

The employees [agents] start date is the date that he accepts the invitation. This start date is
logged against the agent profile. The employee end date is the day when his employment is
ended. Employment can end if the manager clicks to end employment. Employment can also end
if the agent is invited to join another company, or if the agent is given a new role within his
current company. For example, if an agent works for Apple Plc as a software tester, but then he
gets another job in Apple Plc as a Frontend Developer.

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