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Staff — Feature & Improvement Analysis

DirectBee / STAFF. · generated 9/10/2026

A complete inventory of every staff-side feature plus prioritized improvement recommendations. Use the buttons above to download as PDF or TXT.

Part A — Features

1. Authentication & Onboarding

  • Login with email or username + password, plus Google OAuth.
  • Registration via invitation link — Organization ID, email, and referral code pre-filled automatically.
  • Mandatory username and Organization ID during registration, validated in real time against real organizations.
  • Email invitation flow: admins invite by email; recognized emails auto-redirect to the registration tab.
  • Multi-step OTP verification after registration (register → OTP → verify → login).
  • Forgot password and reset password flows with email reset links.
  • Invited staff bypass admin approval; admins are notified when an invitee registers.
  • Join Team and Company signup tabs for self-onboarding; Request Staffing tab for project staffing requests.
  • One-time mandatory location-sharing popup immediately after each login session.

2. Clock In / Out (Home)

  • Project selection filtered by per-user visibility and organization membership, including cross-org projects (lent users).
  • Optional or required task selection per project before clock-in.
  • Mandatory GPS location capture on every clock-in and clock-out — geolocation must be enabled in the profile.
  • Multiple clock-in verification methods per project: geofence (GPS radius), QR code scan, and numeric code; AND/OR logic supported.
  • QR scanner in the header for instant clock-in — scanning a project QR auto-initiates clock-in with location capture.
  • Live elapsed-time timer with pause/resume; pause time tracked separately and deducted from net hours.
  • Geofence enforcement: clock-out blocked when the user is outside the project's configured radius.
  • Switch task or switch project mid-shift — current entry finalized and a new one started seamlessly, with location captured each time.
  • Real-time clock-in sync across all devices and platforms for the same user.
  • Periodic location pings every 5 minutes while clocked in, with a full location history trail stored on the time entry.
  • Mandatory checklists can be required before clock-out — only the final user on a shared project must complete them.
  • Project documents requiring signature appear before clock-in and block it until signed.
  • Project contact and emergency contact information displayed while clocked in.
  • Notifications bell and announcements bell in the header with unread counts; promotions indicator.
  • Admin/master users see a header shortcut to switch to the admin portal.

3. Time History

  • List of all personal time entries with quick tabs: All, Today, Week, Month, and Custom date range.
  • Search by project name, notes, or entry ID.
  • Filter by project and status (in-progress vs completed).
  • Summary metrics: total entries, gross hours, pause hours, and net hours for the filtered range.
  • Column-picker export modal supporting both CSV and PDF, with toggle/reorder and persisted preferences.
  • Tap any entry to open its full detail page (clock in/out times, duration, notes, location, switched badge).

4. Planning

  • My Schedule: month and week calendar views showing assigned shifts with project colors and times.
  • My Availability: staff submit available/unavailable dates with optional time windows and notes; records can be edited or deleted; confirmed availability is locked.
  • Open Shifts: browse and apply for unassigned shifts; capacity tracking and conflict detection prevent double-booking.
  • Admin-requested availability: staff receive and accept/decline availability requests, with bulk accept/decline and responded-request history.
  • Shift detail modal with full shift info and a Request Cancel flow (reason + optional attachment).
  • Day modal to navigate shift-by-day with prev/next navigation.
  • Calendar sync (.ics export) of shifts in view, with 15-minute clock-in reminder alarms (subscription-gated).
  • Withdraw a pending open-shift application.

5. Inventory (project-gated)

  • Only accessible while clocked into a project — locked screen otherwise.
  • Six tabs: Inventory, Order, To deliver, Order history, History, Suppliers.
  • Product list with stock status (available / order soon / out), allergen and dietary labels, and category filtering.
  • Scan barcode to view a product or scan to add items to an active order (subscription-gated).
  • Stock modal to register incoming stock and record movements (subscription-gated).
  • Order draft with active-order badge; submit orders to suppliers with line items (packs/pcs).
  • To-deliver and order-history tracking; full stock movement history.
  • Supplier directory per project.
  • Stats: products, suppliers, need-order count, and expiring batches.

6. Checklist Assistant (AI)

  • In-app AI assistant powered by the checklist_reminder agent.
  • Conversational UI with markdown rendering, tool-call displays, and suggested prompts.
  • Ask what checklists are pending or report completed items; the assistant tracks progress throughout the day.
  • Real-time conversation subscription; reset to start a new conversation.
  • Paired with a scheduled reminder workflow that proactively prompts staff about incomplete checklists.

7. Teams

  • View only the teams the staff member belongs to (member or leader).
  • Search teams, members, and leaders.
  • Team cards show description, leader (with crown badge for the current user), active/inactive status, and member avatars with count.

8. Profile

  • Avatar with photo upload; editable profile fields (name, phone, address, age, job title, gender, etc.).
  • Profile completion progress bar with quick 'Complete now' action.
  • External accounts list (default + custom) with verified/pending status; signed document history.
  • Geolocation permission toggle (required to clock in/out).
  • Notification preferences and recent notification list (expandable).
  • Referral program: personal code (auto-generated), copy, QR, regenerate, share link, and contact-picker invitation.
  • Referral stats: total, active, and rewarded referrals.
  • Account actions: change password (reset email), clear cache & reset, and sign out.
  • RFID/NFC badge chips with copy-to-clipboard.
  • Admin/master shortcut to switch to the admin portal.

9. Documents

  • General library documents visible to all org staff.
  • Project-scoped documents (library + project-uploaded files) grouped by project.
  • Personal documents assigned specifically to the user.
  • Signature history with signed-date and project; tap to view/download.
  • Document detail modal with in-app viewer and signing capability.

10. Referrals & Earnings

  • Referral hub with personal code, QR, and share actions.
  • Active referral bonus estimate based on current promotions and active referral count.
  • Referral history modal listing all referrals and their status.
  • Earnings history grouped by month with entries count, net hours, and earnings; referral bonus overlay.

11. Cross-Cutting & Platform

  • Mobile-first bottom navigation with dynamic filtering by role permissions and organization feature flags.
  • Dark mode support across all staff screens.
  • Global language selection with flag icons and auto-translation; preference persisted and synced to the user profile.
  • Real-time updates via entity subscriptions (announcements, notifications, active clock-in sync).
  • Role-based access: staff screens can be locked per role; admins/masters without staff access are redirected to their portal.
  • Cross-organization lending: lent users can clock into the host org's projects and tasks.
  • Branded loader and consistent visual identity (Space Grotesk headings, Inter body).

Part B — Improvements & Recommendations

  1. 1.Join Team flow only shows the referral code without organizational details — enrich with org name, sector, and team preview (needs a public org-details backend endpoint).
  2. 2.Checklist assistant has no quick 'mark all done' or bulk-action shortcut — add one-tick completion for low-risk items (requires agent tooling).
  3. 3.No offline / poor-network handling for clock-in — queue clock-ins locally and sync when connectivity returns to avoid lost punches.
  4. 4.Planning calendar sync is subscription-gated — consider a lightweight read-only .ics feed available to all staff to boost adoption (business/subscription decision).