UX redesign: Timesheets, learning, mobile & cross-cutting
Part of the UX gap analysis. Places, patterns and treatments follow the IA & principles. Spryple facts come from the crawled Help Center; click counts are estimates (see evidence).
6. Timesheets, Learning, Mobile Platform & Cross-cutting UX
Scope: Time Sheet (19 screens), LMS (12), Mobile HCM (14), Mobile Lite (9), plus the product-wide patterns: navigation, dashboards, reports, messages masters, login, notifications and the app split. Spryple facts come from the screen inventory, the workflows (H, J, K, L10, L13, L14), evidence and the screenshot facts (analysis §21). Click counts are documented-action estimates, not measurements. Where the Help Center is silent the text says "not documented".
6.1 Cross-cutting UX issues (whole product)
| ID | Issue (pattern) | Evidence | Pros | Cons | How we handle it (place · pattern · principle) |
|---|---|---|---|---|---|
| UX-X-01 | Per-role copies of the same screen (Summary Report vs Summary Reports; Dashboard per audience; Task per Admin and Manager) | 47 screen names repeated; 368 screens but 277 unique; Time Sheet "Summary Report" (Super Admin, Managers) and "Summary Reports" (Employee); LMS Dashboard is listed for three audiences on separate role pages | Each help page is self-contained for its role; permissions are easy to reason about | Training load, inconsistent filters between copies, double maintenance | P-INSIGHT and P-PROJ · PAT-8 scope switch (Me / Team / Org) · UXP-3 |
| UX-X-02 | Report sprawl: every report has its own filter idiom (City-Branch → Manager → Employee → Period, Search, Clear) | 118 report-like screens (32%); Time Sheet summary uses Client, Project, Date, Status; employee version uses Project, Date | Filters are explicit and familiar to HR users; Search and Clear are obvious | Users must find the right screen first; each report re-learns its filters; no saved views or schedules documented | P-INSIGHT · PAT-8 report centre with one filter bar (Entity → Location → Department → Manager → Employee → Period) and saved views (FR-RPT-002, FR-RPT-008) · UXP-2 |
| UX-X-03 | Excel and PDF export icons on every page | PRD 7.9.2: Excel and PDF export on almost every report; H6: Summary Report has Excel and PDF | One click to export from the screen you are looking at | Icons repeat on almost every report; no audit, masking or large-file handling documented | One Export button in the report centre header (xlsx, CSV, PDF), async for large files, audited (FR-RPT-004, FR-RPT-005) · PAT-8 · UXP-2 |
| UX-X-04 | Dashboards repeated 8 times with different widgets (Super Admin, Employee, Time Sheet, LMS and others) | "dashboard" appears 8 times; Super Admin dashboard has 8 widgets (§21.13); Time Sheet has Dashboard (Super Admin, Managers) and Employee Dashboard | Each module dashboard shows relevant numbers at once | Owners must open each module to get the picture; widgets differ with no drill-down documented | P-HOME role widgets for the daily glance plus one dashboards tab in P-INSIGHT; every tile drills to the filtered list (FR-RPT-006, FR-RPT-007) · PAT-1, PAT-8 · UXP-1, UXP-3 |
| UX-X-05 | 4 Messages Masters (Employee, Attendance, Leave, Payroll) | 4 "Messages Master" screens; L10: list of success and error messages with screen names, Edit then save | Admins can change any message wording without a release | Four copies; editing every UI string is a maintenance trap (PRD 7.8.3); messages are tied to screen names | P-SET › Templates and messages: one place for notification templates and a short list of tenant label overrides; the per-screen string editor is not built (FR-NTF-017 is Won't, FR-ORG-017) · PAT-9 · UXP-2, UXP-10 |
| UX-X-06 | 4 mobile apps (HCM, Lite, CRM, Claims) with duplicated features and different logins | 4 separate mobile apps; HCM and Lite both have Receptionist login and attendance reports; J7: install per app, credentials per role; Lite last released 2024-08 (§21.1) | Small, focused apps; Lite is simple for a micro-business | Several installs and sign-ins per employee; features repeated (Reports, Receptionist); one app is unmaintained | One app, role-driven tabs; Lite becomes a plan (FR-MOB-001, ADR-014) · P-HOME, P-KIOSK · UXP-7, UXP-2 |
| UX-X-07 | Login needs a company code everywhere (web, HCM, Lite, LMS, Instructor) | L13 and J1: Company Code, Username, Password on every login; LMS has Employee Login and Instructor Login headings | Clear tenant separation; consistent with a multi-tenant product | Every sign-in asks for three fields; the company code is retyped on each app and device | Company code once per device (remembered, resolves branding), then email or phone plus password or OTP; biometric unlock after (FR-MOB-002, FR-MOB-007) · P-ME · UXP-4 |
| UX-X-08 | Menus grouped by role inside each module (For Admin, For Managers, For Employee in Time Sheet, LMS, Attendance) | Help Center structure; Time Sheet has Admin Login, Manager and Employee blocks; LMS has Admin, Manager, Employee Login, Instructor Login | Users find role tasks if they know their role | The same job (summary, history) sits in several role menus; role changes mean learning a new menu | Navigation by job (places P-HOME to P-SET) with the role deciding which places show · UXP-3 |
| UX-X-09 | No single status vocabulary | Time Sheet uses Pending, approved, rejected (H4); mobile uses Submitted, Approved, Rejected (J1); Active/Inactive for masters; LMS "Passed" (§21.11) | Each status is understandable on its own screen | Same state has different words (Pending vs Submitted); no Draft, Withdrawn or Locked documented | One vocabulary Draft → Submitted → Approved / Rejected → Cancelled / Withdrawn, plus domain states, shown as the same chips and PAT-10 timeline everywhere · UXP-8 |
| UX-X-10 | No global search | Search boxes exist only inside screens (Effort Variance search box, History search); no cross-module search documented | Local search is predictable | Finding a person, request or report means knowing its menu | P-SEARCH command bar: people, requests, reports, settings, and actions ("apply leave", "approve timesheets") · UXP-2, UXP-4 |
| UX-X-11 | Alerts do not deep-link to the action | L14: Alerts lists dates with "Attendance not recorded" with quick request actions; pending attendance requests appear in Alerts; other alerts not documented | Alerts exist on the main dashboard, with some quick actions | Only some alerts carry an action; manager alerts for timesheets are not documented | PAT-1 action cards and push with deep links straight to the prefilled sheet or inbox item (FR-MOB-006, FR-NTF-011) · UXP-1 |
| UX-X-12 | Help is separate from the product | Every screen has an external Help link to the Help Center (inventory Help column) | Help is complete and searchable outside the product | Users leave the work to read; help does not know the user's role or screen | Contextual "?" per screen with a short worked example and a plain-language rule preview; Help Center stays for deeper reading (PAT-9 preview text) · UXP-5 |
| UX-X-13 | Inconsistent naming | "Front Office Check in" (HCM Receptionist) vs "Receptionist Login"; "Capture Employee Image" (HCM) vs "Configure User" (Lite) for face profiles; "Admin" vs "Super Admin" vs "Manager" headings; "Time Sheet" vs "Timesheet" | Names match each app's history | Same job, several names; users and trainers must map them | One glossary: Kiosk, Face enrolment, Timesheet, Inbox, Request; enforced in UI copy and navigation labels · UXP-8 |
| UX-X-14 | Headings with no content, used as navigation labels | "Admin", "Manager", "Admin Login", "Reports", "Employee Enrollment", "Instructor Login" are heading-only entries | They show the page structure | They inflate the screen count with nothing to do | Removed as screens; role choices come from the one login (counted in 6.3 as DEDUPE) · UXP-10 |
| UX-X-15 | Notifications are mostly on-screen messages; push and email largely not documented | J1: confirmation messages only; H5 defaulters email on button click; K2 notifications not documented | Immediate feedback after each action | A requester learns the outcome only by looking; no reminders documented for timesheets, courses or approvals | NTF templates per event with in-app, push and email; preferences, quiet hours and a manager daily digest (FR-NTF-004, FR-NTF-005, FR-NTF-010) · PAT-11 · UXP-6 |
6.2 Timesheet, LMS & mobile UX issues
| ID | Issue (pattern) | Evidence | Pros | Cons | How we handle it (place · pattern · principle) |
|---|---|---|---|---|---|
| UX-TSM-01 | Timesheet setup is a chain of five separate screens: Client, Project, Assign Team, Task, Project Roles | H1: 13 documented UI actions; each has Add icon, fill all fields, Submit; order dependencies not documented | Simple, uniform form per object | Five trips for one project; no hint of what to do first; Active/Inactive status on each | P-PROJ › Project page with Client picker (inline create), Team tab, Tasks tab; roles as a master (PAT-3) · UXP-2, UXP-9 |
| UX-TSM-02 | Per-row entry form: Date, Project, Task, Description, Hours, %, Task Completed, then Submit and Clear; Add and Minus icons for more rows | H3: 6 actions; the form is a list of records, not a week | Flexible; works for ad-hoc entries | Typing project and task for every row; no prefill from assigned tasks; no weekly total | Weekly grid prefilled from assigned tasks, copy last week, daily totals vs attendance hours (FR-TSM-003, FR-TSM-004) · P-PROJ · UXP-4 |
| UX-TSM-03 | The attendance-hours rule is hidden: "limit timesheet entry hours to attendance hours" blocks submit if no attendance that day | H3: rule is not in the Admin HR Policies list (documented defect) | Prevents over-logging against attendance | The user learns of the block only when Submit fails; policy not discoverable | Show attendance hours per day above the grid, warn live, leave and holidays prefilled as non-working (UXP-5) |
| UX-TSM-04 | Timesheet approval screen has four tabs: Pending Request, History, Defaulters, All History | H4; inventory rows Pending Approvals, Pending Request, History, Defaulters, All History; History and All History both date-filtered with current week default | Bulk approve with check box or per-row icon | Four tabs for one list with status filters; no rejection reason or resubmission documented | One Inbox (PAT-2) filtered to Timesheets, bulk approve, reject with reason (FR-NTF-011, FR-TSM-005) · UXP-2, UXP-8 |
| UX-TSM-05 | Defaulters are a manual list plus a Send Notification button | H5: email on button click; automatic reminders not documented | A manager can nudge on demand | Reminders depend on a human remembering; one click per employee batch not documented | Automatic reminders before the deadline and a one-tap Nudge all in the inbox (FR-TSM-006) · PAT-11 · UXP-6 |
| UX-TSM-06 | Separate timesheet dashboards and summary reports by role | Dashboard (Super Admin, Managers), Employee Dashboard; Summary Report and Summary Reports; Effort Variance only for Super Admin | Each role sees a tailored chart set | Same numbers in different shapes; effort variance hidden from managers who own the projects | Home widgets plus the Projects dashboard; one summary dataset; variance visible to project managers (FR-TSM-008, FR-TSM-009) · UXP-3 |
| UX-LMS-01 | LMS has four entrances (Admin, Manager, Employee Login, Instructor Login) and three overlapping dashboards | LMS slice: headings Admin, Manager, LMS- Employee Login, Instructor Login; Dashboard shown for Admin, Managers, LMS Instructor | Each audience gets a dedicated area | Four logins for one learning product; dashboards identical in purpose | One login; Learning place adapts: My learning, Team learning, Instructor studio (FR-LMS-001) · UXP-3 |
| UX-LMS-02 | Learning is pull-only: Course Library, enrol yourself | K2: employees enrol and complete; assignment, due dates and approval to enrol not documented ("Assigned" tab exists in screenshots) | Self-service catalogue | Compliance training cannot be enforced; nothing prompts the learner | Assigned learning with due dates lands on Home as an action card; reminders and manager escalation (FR-LMS-004, FR-LMS-007) · PAT-1, PAT-11 |
| UX-LMS-03 | Learner progress is split over Learning Sphere, My Badges and My Certificates | K2, K3: three screens; certificate shows name, course, date, tenant, signature, ID (no score or duration) | Gamified progress is visible | Three screens for one story; certificate trigger and pass mark not documented | One My learning page: Assigned, In progress, Certificates, Badges strip; certificate issued automatically on pass (FR-LMS-005, FR-LMS-006) · UXP-2 |
| UX-LMS-04 | Course building is a three-step wizard with no documented draft or publish | K1: Add Course, Next, Content, Next, Review, Submit Course = "Course will be saved"; publish state not documented | Linear and predictable | Hard to get back to edit; no draft or review states documented | One-page studio with Draft, Review, Published states (FR-LMS-008) · PAT-7 light · UXP-9 |
| UX-MOB-01 | First use of mobile needs install of the right app, then a company code and role credentials | J7: install from the store, accounts created in the web application, enter credentials for the role; J1: Company Code, Username, Password | Clear; consistent with the web login | Users must pick HCM or Lite or CRM or Claims; the Claims page tells users to search for "Spryple CRM" (documented source conflict) | One store listing, company code once, role tabs from the account (FR-MOB-001, FR-MOB-002) · UXP-4 |
| UX-MOB-02 | Request and approval are separate mobile menus per module: Attendance Management > Attendance Request / Pending Approvals; Leave Management > Leave Request / Comp-Off Request / Comp-Off Approvals | J1 (11 actions), J2 (8 actions) | Each module is self-contained | Separate request and approval screens per type; approver must open each module; Submitted button then Approve | + Request sheet and Inbox with swipe approve (FR-MOB-003, FR-MOB-004) · PAT-2, PAT-3 · UXP-4 |
| UX-MOB-03 | Manager mobile reports are three separate screens: Today Attendees, Attendance Details, Attendance Summary | J5: 1 documented UI action; Today Attendees shows multiple in/out for the current day; Summary defaults to the current month, Present Count | Quick answers for the manager | Reports are separate from the team view; no drill-down documented | Team today plus calendar day drawer; summary as a catalogue report (PAT-4, PAT-8) · P-TEAM |
| UX-MOB-04 | Receptionist login is a second app mode (HCM "Front Office Check in/out", Lite "Receptionist Login") | HCM and Lite screens; J6: Receptionist account created in the integrated web app | Works on one shared phone; no personal device needed | A person account is used for a shared device; two names, two apps; no liveness cue visible (PRD 7.10.2) | Kiosk mode: enrolled device, location-scoped, punch-only, face with liveness or PIN (FR-MOB-012, FR-MOB-013) · P-KIOSK · UXP-6 |
| UX-MOB-05 | Face profile management is split by app and name: HCM "Capture Employee Image", Lite "Configure User" and "Employee Enrollment" | Screens: Capture Employee Image, Configure Location (HCM); Add Employee, Configure User (Lite); J6 Verified / Not Verified | Status is visible (Verified or Not Verified) | Same job, two names and two apps; enrolment and employee record are separate | Face enrolment on Person 360 and Devices and locations, with consent and a Re-enrol action (FR-MOB-014) · UXP-8 |
| UX-MOB-06 | Recognition is a hidden module: Add, name, type, message, Submit, then Sent and Received lists | J4: 6 actions; types Birthday, Outstanding, Job Well Done, Congratulations, Performance-based; 145-character template (§21.9) | Encourages culture; templates make it quick | Four fields to say thanks; no notification to the recipient documented | Recognise from Home or a person card; birthday suggestions; received items in the Home feed · PAT-1 · UXP-4 |
| UX-MOB-07 | Payslip needs module, financial year and month selection | J3: 2 documented actions (open payroll management, select FY and month) | Straightforward archive | Latest payslip is not on Home; choosing FY and month to see the latest | Home card for the latest payslip, 1 tap; older slips in My pay (FR-MOB-003) · P-PAY · UXP-4 |
6.3 Where every feature goes (all screens addressed)
| # | Spryple screen | Audiences | New place › section | Treatment | Why / how it works now |
|---|---|---|---|---|---|
| 1 | Dashboard (Time Sheet) | Super Admin, Managers | P-INSIGHT › Projects dashboard | REPLACE | Role dashboards on Home and Projects: active projects, assigned, bench count with drill-down (PAT-8). Scope switch Team / Org replaces the Super Admin vs Manager copies. |
| 2 | Summary Report (Time Sheet) | Super Admin, Managers | P-INSIGHT › Report centre › Timesheets | MERGE | One Timesheet summary dataset in the report centre; Client, Project, Date, Status are saved-view filters. Employees see the same report at scope Me. |
| 3 | Effort Variance Report (Time Sheet) | Super Admin | P-INSIGHT › Project › Variance tab | MERGE | Effort variance becomes a tab on the Project page and a catalogue report; variance % = (Actual - Planned) / Planned, highlighted red over a threshold. |
| 4 | Admin Login (Time Sheet) | Admin | P-SET › Login (single sign-in) | DEDUPE | Heading only. Login is the single sign-in (company code once, then email or phone); no per-role Admin login. |
| 5 | Client (Time Sheet) | Admin | P-PROJ › Project › Client | KEEP+ | Client is an Account shared with Field/CRM; it is created inline from the Project form ("+ New client"), with Active/Inactive as a toggle. |
| 6 | Project (Time Sheet) | Admin | P-PROJ › Projects list › Project page | KEEP+ | Projects list with Active/Inactive toggle; one Project page holds client, manager, dates, estimate, team and tasks, so no separate setup screens. |
| 7 | Assign Team (Time Sheet) | Admin | P-PROJ › Project › Team tab | EMBED | Team becomes a tab on the Project page (people picker with role and allocation %); no standalone Assign Team screen. |
| 8 | Task (Time Sheet) | Admin, Managers | P-PROJ › Project › Tasks tab | EMBED | Tasks become a tab on the Project page, with inline add. Managers and admins use the same view (UXP-3). |
| 9 | Project Roles (Time Sheet) | Admin | P-SET › Masters › Project roles | KEEP+ | Project roles stay a small master under Masters; they are also created inline from the team picker. |
| 10 | Assign Task (Time Sheet) | Managers | P-PROJ › Project › Tasks tab | EMBED | Assign task = pick assignee while adding a task, or drag a task onto a person in the team tab; employee sees it prefilled in My week. |
| 11 | History (Time Sheet) | Managers, Employee | P-INBOX › My week › Previous weeks | MERGE | Timesheet History merges into My week (previous weeks, status chips) and into My requests; a date range filter, no separate tab. |
| 12 | Defaulters (Time Sheet) | Managers | P-INBOX › Inbox › Not submitted filter | MERGE | Defaulters is a filter and a banner in the timesheet approvals queue ("7 not submitted") with a one-tap Nudge all plus automatic reminders (PAT-11). |
| 13 | Pending Approvals (Time Sheet) | Managers | P-INBOX › Inbox › Timesheets | REPLACE | One approvals inbox (PAT-2). The four tabs become filter chips (Pending / Decided / Not submitted) on a single list. |
| 14 | Pending Request (Time Sheet) | Managers | P-INBOX › Inbox › Pending | MERGE | Pending Request becomes the default view of the inbox filtered to type Timesheet; bulk approve and swipe. |
| 15 | All History (Time Sheet) | Managers | P-INBOX › Inbox › Decided | MERGE | All History becomes the Decided filter plus Project and date filters; no separate screen. |
| 16 | Employee Dashboard (Time Sheet) | Employee | P-HOME › Home › Timesheet widget | EMBED | Employee dashboard becomes the Home widget: hours this week, pending timesheet count, assigned vs completed tasks. |
| 17 | Submit Timesheet (Time Sheet) | Employee | P-PROJ › My week | REPLACE | My week is a weekly grid (rows project/task, columns days) with a New Entry panel only on mobile daily mode; replaces New Entry and History tabs. |
| 18 | New Entry (Time Sheet) | Employee | P-PROJ › My week › grid | MERGE | New Entry is the grid itself: rows prefilled from assigned tasks, attendance hours shown per day as the cap, Add row replaces the Add and Minus icons. |
| 19 | Summary Reports (Time Sheet) | Employee | P-INSIGHT › Report centre › Timesheets (scope Me) | DEDUPE | Same dataset as the Manager and Super Admin summary; shown at scope Me. Capability kept. |
| 20 | Admin (LMS) | Admin | P-SET › Settings › Learning | DEDUPE | Heading only; the LMS has no separate Admin entrance. Admin tools sit under Learning in Settings and the Learning place. |
| 21 | Dashboard (LMS) | Admin, Managers, LMS Instructor | P-INSIGHT › Report centre › Learning dashboard | DEDUPE | The Admin, Manager and Instructor dashboards are one Learning dashboard in the report centre at scope Org / Team / My courses: Courses overview, leader board, progress, badges by category, recommended courses. |
| 22 | Configurations (LMS) | Admin | P-SET › Settings › Learning | KEEP+ | LMS configurations: attribute list is not documented; become plain-language settings (pass mark default, certificate signatory, reminders) with an Edit-in-place pattern (PAT-9). |
| 23 | Manager (LMS) | Managers | P-LEARN › Learning › Team tab | DEDUPE | Heading only; the manager sees a Team learning tab in Learning, not a separate area. |
| 24 | Reports (LMS) | Managers, LMS Instructor | P-INSIGHT › Report centre › Learning | MERGE | Learning reports (enrolled, completed, badges, points, certificates) become one catalogue report, scoped to Team or My courses. |
| 25 | LMS- Employee Login (LMS) | Employee | P-LEARN › Login (single sign-in) | DEDUPE | Heading only; employees use the single app login, no separate LMS login. |
| 26 | Course Library (LMS) | Employee | P-LEARN › Learning › Catalogue | KEEP+ | Catalogue tab in Learning with the Department, Difficulty, Time, Instructor, Status filters; Assigned courses are listed first in My learning. |
| 27 | Learning Sphere (LMS) | Employee | P-LEARN › Learning › My learning header | MERGE | Learning Sphere (sections completed, leader board, course info) becomes the My learning header: progress ring, resume button, opt-in leader board. |
| 28 | My Badges (LMS) | Employee | P-LEARN › Learning › Achievements | MERGE | My Badges and Next targets become a section of My learning (one Achievements strip), not a screen. |
| 29 | My Certificates (LMS) | Employee | P-LEARN › Learning › Certificates | MERGE | Certificates appear in My learning and in Me > Documents; share or download from there. |
| 30 | Instructor Login (LMS) | LMS Instructor | P-LEARN › Login (single sign-in) | DEDUPE | Heading only; instructors get the same login and an Instructor studio tab based on role. |
| 31 | Course Builder (LMS) | LMS Instructor | P-LEARN › Learning › Instructor studio | KEEP+ | Instructor studio: a one-page builder (details, content, review) with draft and publish states; wizard becomes a single scrolling page. |
| 32 | Applying Attendance Request by Employee (Mobile HCM) | Mobile App | P-REQ › Home › Fix card · + Request › Fix attendance | MERGE | Attendance request is the Fix attendance type of the + Request sheet; the missed punch Home card opens it prefilled (UXP-1). |
| 33 | Approving Attendance Request by Manager (Mobile HCM) | Mobile App | P-INBOX › Inbox › Attendance | MERGE | Manager approves in the unified inbox: swipe or bulk, no Submitted button then Approve (PAT-2). |
| 34 | Reports (Mobile HCM) | Mobile App | P-INSIGHT › Team | DEDUPE | Heading only; manager reports live in Team and the report centre. |
| 35 | Today Attendees (Mobile HCM) | Mobile App | P-TEAM › Team › Today | EMBED | Today Attendees is the default view of Team today; multiple in/out times shown on the person's row. |
| 36 | Attendance Details (Mobile HCM) | Mobile App | P-TEAM › Team › Calendar day drawer | MERGE | Attendance details is the day drawer of the Team calendar (PAT-4), not a separate report. |
| 37 | Attendance Summary (Mobile HCM) | Mobile App | P-INSIGHT › Report centre › Attendance | MERGE | Attendance summary is a catalogue report with month picker and Present count; also reachable from Team. |
| 38 | Capture Employee Image (Mobile HCM) | Mobile App | P-SET › Settings › Devices and locations › Face enrolment | MERGE | Capture Employee Image becomes Face enrolment under Devices and locations and inside Person 360; named Face enrolment everywhere. |
| 39 | Configure Location (Mobile HCM) | Mobile App | P-SET › Settings › Devices and locations › Geo-fences | MERGE | Configure location becomes Geo-fences under Devices and locations; managers with permission edit from Team. |
| 40 | Attendance captured by employees in Receptionist Login (Mobile HCM) | Mobile App | P-KIOSK › Kiosk mode | REPLACE | Receptionist login is Kiosk mode: a location-scoped device with face or PIN punch. Named Kiosk, not Front Office or Front Desk. |
| 41 | Applying Leave Request by Employee (Mobile HCM) | Mobile App | P-REQ › + Request › Leave | MERGE | Leave is a type in the + Request sheet with a live balance-after preview (3 taps). |
| 42 | Approving Leave Request by Manager (Mobile HCM) | Mobile App | P-INBOX › Inbox › Leave | MERGE | Leave approval is a swipe or bulk action in the inbox, with team calendar context. |
| 43 | Applying Comp-Off Request by Employee (Mobile HCM) | Mobile App | P-REQ › + Request › Comp-off credit | MERGE | Comp-off credit is a request type; worked date and hours are prefilled from the punch record. |
| 44 | Approving Comp-Off Request by Manager (Mobile HCM) | Mobile App | P-INBOX › Inbox › Comp-off | MERGE | Comp-off approval in the unified inbox, same card layout as leave. |
| 45 | REWARDS & RECOGNITION (Mobile HCM) | Mobile App | P-HOME › Home › Recognise | KEEP+ | Recognition: a Recognise button on Home and on a person card; type and 145-character template message; received items show in Home feed. |
| 46 | Employee Login (Mobile Lite) | Mobile App | P-ME › Home › Punch card | DEDUPE | Employee self check-in is the single Home punch card; Lite is a plan, not an app. |
| 47 | Facial Recognition for Attendance (Mobile Lite) | Mobile App | P-SET › Settings › Roles and access | DEDUPE | The line is the manager login heading; a role, not a screen. Face verification is configured by policy. |
| 48 | Employee Enrollment (Mobile Lite) | Mobile App | P-SET › People › Add person | DEDUPE | Heading only; enrolment lives in the people flow below. |
| 49 | Add Employee (Mobile Lite) | Mobile App | P-PEOPLE › People › Add person | KEEP+ | Add person takes four fields (name, mobile, salary, shift) with an invite that self-enrols the face; no separate Lite flow. |
| 50 | Configure User (Mobile Lite) | Mobile App | P-PEOPLE › People › Person 360 › Face and access | MERGE | Configure user becomes Person 360 > Face and access tab with Verified or Not verified status and a Re-enrol button. |
| 51 | Detailed Reports (Mobile Lite) | Mobile App | P-INSIGHT › Report centre › Attendance | MERGE | Detailed reports are the attendance report at employee-by-date grain; a saved view in the catalogue. |
| 52 | Attendance Reports (Mobile Lite) | Mobile App | P-INSIGHT › Report centre › Attendance | MERGE | Attendance reports are one catalogue report; Lite plan gets a three-report shortlist. |
| 53 | Payroll Reports (Mobile Lite) | Mobile App | P-INSIGHT › Report centre › Payroll | MERGE | Payroll reports (name, monthly salary, presents, payable salary) become a catalogue report under Payroll. |
| 54 | Receptionist Login (Mobile Lite) | Mobile App | P-KIOSK › Kiosk mode | DEDUPE | Same as the HCM Receptionist login: Kiosk mode serves both plans. |
Rows covered: 54 of 54
6.4 Redesigned workflows
Summary of every workflow in this part
| ID | Workflow | Spryple documented UI actions | Redesigned flow | Taps after (estimate) | Saving |
|---|---|---|---|---|---|
| H1 | Timesheet setup chain (client, project, team, task, roles) | 13 | One Project page: pick or create client inline, Team tab, Tasks tab; roles chosen from a list | 5 | 8 |
| H2 | Task and Assign Task (Manager) | 5 | Add task in the project Tasks tab, pick assignee in the same row | 3 | 2 |
| H3 | Submit timesheet (Employee) | 6 | My week grid prefilled from assigned tasks; adjust hours; Submit week | 2 | 4 |
| H4 | Timesheet approval (Manager) | 4 | Inbox filtered to Timesheets; bulk approve or swipe | 1 | 3 |
| H5 | Defaulters notification | 2 | Automatic reminders; Nudge all in the inbox banner | 1 | 1 |
| H6 | Timesheet dashboards and summary (all roles) | 0 (not counted in baseline) | Home widget and Projects dashboard; summary as report centre report | 0 | not comparable |
| J1 | Attendance request and approval (HCM) | 11 | Home Fix card (employee 3 taps: Fix, reason, Submit); manager swipes in Inbox (1) | 4 | 7 |
| J2 | Leave and comp-off (mobile HCM) | 8 | + Request: Leave 3 taps; Comp-off 2 (worked hours prefilled); Inbox bulk approve 1 | 6 | 2 |
| J3 | Mobile payslip view | 2 | Home latest-payslip card | 1 | 1 |
| J4 | Rewards and Recognition | 6 | Recognise on Home or person card: pick type, Send (name and template prefilled) | 3 | 3 |
| J5 | Mobile HCM manager reports | 1 | Team today is the default Team tab | 1 | 0 |
| J6 | Lite: add employee and configure user | 4 | Add person (4 fields) sends an invite that self-enrols the face; status on Person 360 | 3 | 1 |
| J7 | Mobile app install and access | 4 | One store listing; install, enter company code once, sign in | 3 | 1 |
| K1 | Course builder to course saved | 9 | One-page studio: details, content, assign audience, Publish | 6 | 3 |
| K2 | Enrolment, assessment, certificate | 5 | Home action card → Start → pass quiz; certificate issued automatically | 3 | 2 |
| K3 | Learning Sphere and badges | 0 (not counted) | My learning header and Achievements strip | 0 | not comparable |
| K4 | Instructor dashboard and reports | 0 (not counted) | Learning dashboard in the report centre | 0 | not comparable |
| K5 | Manager and Admin LMS views | 1 | Team learning tab and Settings › Learning | 1 | 0 |
| L10 | Messages master | 2 | Notification templates under Templates and messages; no per-screen editor | 2 (only when overriding) | 0 |
| L13 | Super Admin dashboard | 1 | Home is the landing screen with owner widgets | 0 | 1 |
| L14 | Main dashboard alerts | 0 (not counted) | Action cards open the prefilled action | 1 (to act) | not comparable |
Totals: documented UI actions before = 84 across 21 workflows (H 30, J 36, K 15, L 3). Redesigned taps after = 46. Both are estimates; four baselines are 0 because the Help Center lists no UI actions.
Journey 1. A timesheet week
| Step | Spryple (H3) | Redesigned |
|---|---|---|
| Open | Submit Timesheet > New Entry | Projects › My week (also a Home widget "Log this week") |
| Rows | Each row: Date, Project, Task, Description, Hours, %, Task Completed | Rows prefilled from assigned tasks; leave and holidays shown as non-working |
| Hours | Typed per row | Tap a cell, type hours; day totals vs attendance hours (cap) shown live |
| Attendance check | Rule may block Submit if no attendance that day | Warning appears on the day, before submitting: "Logged 9h, attendance 8h" |
| Submit | Submit (and Clear) | Submit week |
| Taps | 6 documented actions per entry | 2 (adjust hours, Submit week) when the prefilled plan is right |
Journey 2. Timesheet approval with defaulter nudges
- The manager opens Inbox (badge shows 12). The Timesheets filter is already chosen from a Home action card (1 tap to open).
- A banner reads "7 not submitted". Automatic reminders already went out on Friday and Monday (PAT-11); Nudge all is one tap.
- Select all or swipe: Approve 1 tap. Reject asks for a reason (new, as Spryple does not document one).
- Spryple: Pending Approvals > Pending Request tab > check box > Approve; Defaulters tab > Send Notification. After: 1 tap to approve, 1 to nudge.
Journey 3. Assigned learning to certificate
- HR assigns "POSH awareness" to a location with a due date (FR-LMS-004). Employees get a Home action card and a push.
- Tap card → course opens at the next unfinished section (resume).
- Finish sections; tap Start quiz; Submit. Pass mark shows on the result (pass mark rules not documented in Spryple).
- Certificate is issued, appears in My learning and Me › Documents; manager sees completion in Team learning. If overdue, a reminder goes to the employee and the line manager (FR-LMS-007).
- Spryple: Course Library > enrol > complete > Assessment icon > Submit Test > My Certificates (5 actions, no assignment). After: 3 taps and no hunting.
Journey 4. First mobile launch to first punch
- Install the one app (store link from the welcome email). Open it.
- Enter the company code once (resolves branding and remembers the tenant).
- Sign in (OTP or password), allow location (prominent disclosure first), take a face enrolment selfie if the policy requires it.
- Home shows the punch card. Punch In is 1 tap.
- Spryple: install HCM or Lite, enter Company Code, Username, Password (documented J1, J7). Every later sign-in repeats the code on each app. After: 3 taps to arrive (install, code, sign in); first punch 1 tap; later launches use biometric unlock.
Journey 5. The owner's daily glance (Home dashboard)
| Need | Spryple | Redesigned Home |
|---|---|---|
| Headcount, joiners, exits | Super Admin dashboard widgets (Employee Count, New, Exit) | KPI row at top |
| Attendance today | Attendance by Work Type donut (WFO, WFH, Absents, On duty, Weekoffs) | Today tile with status split; tap opens filtered list |
| Who is on leave | Employees on Leave by Department pie, Leaves count | "On leave today" tile |
| Payroll cost | Payroll Amount by Department by Month bar chart | Trend tile |
| Things waiting | Not documented as a combined list | Pending approvals count and compliance due dates; tap opens Inbox |
| Taps | Login (3 fields) then view; other modules need other dashboards | 0 (it is the landing screen); 1 to drill down |
Journey 6. Finding any report in the report centre
- Reports & insights (or ⌘K "attendance summary"): 1 tap or type.
- Catalogue by topic (Attendance, Leave, Payroll, Timesheets, Learning); search box at the top; recent and favourite reports first.
- Scope chip: Me / Team / Location / Org (only the scopes your permission allows).
- One filter bar: Entity → Location → Department → Manager → Employee → Period; Save view; Schedule; Export.
- Spryple: find the right module page, then its own report screen, then its own filters, then Excel or PDF icon. After: 2 taps to open a report, 0 to re-apply a saved view.
6.5 One app: proposed mobile navigation per role
| Role | Bottom tabs (max 5) | What each tab contains |
|---|---|---|
| Employee | Home · Time · Pay · Inbox · Me | Home: punch card, Fix card, balances, latest payslip, assigned learning, recognitions. Time: calendar and day drawer, my requests, + Request. Pay: payslips, tax, advances. Inbox: notifications and my tasks. Me: profile, documents, certificates, security |
| Manager | Home · Team · Inbox · Time · Me | Home adds pending approvals and who is out. Team: Team today, calendar, roster, Person 360 for members, timesheet defaulters. Inbox: every approval with swipe and bulk. Time and Me as above |
| Field executive | Home · Field · Inbox · Time · Me | Field: today's plan, visit check-in with photo and geo, activities, travel (FFM entitlement, FR-MOB-018) |
| Receptionist / Kiosk | No tabs: locked kiosk screen | Face or PIN punch for the location; operator-assisted punch with reason and photo (FR-MOB-012, FR-MOB-013, FR-MOB-017) |
| Lite owner | Home · Team · Reports · Me | Home: today's attendance and one-tap Add person. Team: Today, add person, face status. Reports: three reports (attendance, detailed, payroll) from the same catalogue. Me: profile, plan |
Lite is a plan with fewer tabs, not a separate app (FR-MOB-001).
6.6 UX enhancements beyond Spryple
- [Proposed] Weekly grid with "Copy last week", task-prefill and a daily attendance-hours bar.
- [Proposed] Timesheet reject with reason, and one-tap resubmit (Spryple documents neither).
- [Proposed] Automatic defaulter reminders on a schedule plus "Nudge all".
- [Proposed] Assigned learning with due dates, auto reminders and certificate on pass; public verification link (opt-in).
- [Proposed] ⌘K command bar for people, requests, reports, settings and actions.
- [Proposed] Home action cards deep-linked from push notifications.
- [Proposed] One status chip set (Draft, Submitted, Approved, Rejected, Cancelled, Withdrawn) with a PAT-10 timeline.
- [Proposed] Report centre: saved views, scheduled email, governed exports, drill-down from every tile.
- [Proposed] Contextual help "?" on each screen, role aware.
- [Proposed] Offline punch queue and cached payslips on mobile (FR-MOB-005).
- [Proposed] Language choice (Hindi, Telugu, Tamil) in the same app (FR-MOB-019).
6.7 PRD impact
| Proposed ID | UX requirement | Priority (MoSCoW) | Release | Source issue |
|---|---|---|---|---|
| UX-FR-X-01 | One scope-aware screen per job; no per-role copies of reports or dashboards (extends FR-RPT-001) | Must | R1 | UX-X-01 |
| UX-FR-X-02 | Report centre with catalogue, scope chips and standard filter bar (FR-RPT-002, FR-RPT-003) | Must | R1 | UX-X-02 |
| UX-FR-X-03 | Single Export control, async for large files, audited (FR-RPT-004, FR-RPT-005) | Must | R1 | UX-X-03 |
| UX-FR-X-04 | Home role widgets plus tile drill-down; remove module-level dashboard duplicates (FR-RPT-006, FR-RPT-007) | Must | R1 | UX-X-04 |
| UX-FR-X-05 | Templates and messages in one place; no per-screen string editor (FR-NTF-001, FR-NTF-017) | Should | R1 | UX-X-05 |
| UX-FR-X-06 | Company code remembered once per device; biometric unlock (FR-MOB-002, FR-MOB-007) | Must | R1 | UX-X-07 |
| UX-FR-X-07 | Navigation by place, with role and plan deciding visibility | Must | R1 | UX-X-08 |
| UX-FR-X-08 | One status vocabulary and shared chip component (FR-NTF-011) | Must | R1 | UX-X-09 |
| UX-FR-X-09 | Command bar search over people, requests, reports, settings, actions | Should | R2 | UX-X-10 |
| UX-FR-X-10 | Action cards and push with deep links (FR-MOB-006, FR-NTF-014) | Must | R1 | UX-X-11 |
| UX-FR-X-11 | Contextual help per screen | Could | R2 | UX-X-12 |
| UX-FR-X-12 | UI glossary (Kiosk, Face enrolment, Timesheet) enforced in copy | Should | R1 | UX-X-13 |
| UX-FR-X-13 | Reminder rules, preferences and digests (FR-NTF-004, FR-NTF-005, FR-NTF-013) | Should | R1 | UX-X-15 |
| UX-FR-TSM-01 | Project page with inline client, team and task tabs (FR-TSM-001, FR-TSM-002) | Must | R3 | UX-TSM-01 |
| UX-FR-TSM-02 | Weekly grid prefilled from tasks (FR-TSM-003) | Must | R3 | UX-TSM-02 |
| UX-FR-TSM-03 | Live attendance-hours cap and leave prefill (FR-TSM-004) | Should | R3 | UX-TSM-03 |
| UX-FR-TSM-04 | Timesheets in the unified inbox with reject reason and resubmit (FR-TSM-005, FR-NTF-011) | Must | R3 | UX-TSM-04 |
| UX-FR-TSM-05 | Automatic defaulter reminders and Nudge all (FR-TSM-006) | Must | R3 | UX-TSM-05 |
| UX-FR-TSM-06 | Project dashboard with variance tab visible to project managers (FR-TSM-008, FR-TSM-009) | Must | R3 | UX-TSM-06 |
| UX-FR-LMS-01 | One login; Learning place adapts to role (FR-LMS-001) | Must | R4 | UX-LMS-01 |
| UX-FR-LMS-02 | Assigned learning on Home with due dates and escalation (FR-LMS-004, FR-LMS-007) | Must | R4 | UX-LMS-02 |
| UX-FR-LMS-03 | My learning single page; certificate on pass (FR-LMS-005, FR-LMS-006) | Must | R4 | UX-LMS-03 |
| UX-FR-LMS-04 | One-page course studio with Draft, Review, Published (FR-LMS-008) | Should | R4 | UX-LMS-04 |
| UX-FR-MOB-01 | One store listing; role-driven tabs; Lite as a plan (FR-MOB-001) | Must | R1 | UX-X-06, UX-MOB-01 |
| UX-FR-MOB-02 | + Request sheet and Inbox with swipe approve on mobile (FR-MOB-003, FR-MOB-004) | Must | R1 | UX-MOB-02 |
| UX-FR-MOB-03 | Team today and calendar day drawer replace manager report screens | Must | R1 | UX-MOB-03 |
| UX-FR-MOB-04 | Kiosk mode replaces Receptionist login (FR-MOB-012, FR-MOB-013, FR-MOB-017) | Must | R2 | UX-MOB-04 |
| UX-FR-MOB-05 | Face enrolment in Person 360 and Devices and locations (FR-MOB-014) | Must | R2 | UX-MOB-05 |
| UX-FR-MOB-06 | Recognise action on Home with birthday suggestions | Could | R2 | UX-MOB-06 |
| UX-FR-MOB-07 | Latest payslip card on Home (FR-MOB-003) | Must | R1 | UX-MOB-07 |