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Golden Win Process System / 高菲雇佣有限公司进程管理系统

Figma's Product Requirements Doc template
Project:
Golden Win Processing System / 高菲雇佣有限公司进程管理系统
EDIT INFO
Team:
Hosea Duan
,
Samuel LEE
,
ZZ
Contributors:
Hosea Duan
,
Samuel LEE
,
Status:
On going

History / 历史版本

Version History
0
Motify Date
Version
Owner
Description
1
1/21/2021
v1.0
Hosea
White Docs
There are no rows in this table

1. Intro & Goals / 项目背景

1.1 Background / 背景介绍


Golden Win Process System is on top of the estxiting feature inlcuding online renew and select / pay for new Helper , we want to our customer to engage with us in the whole process, they will be able to check to hiring processing including flight ticket information, delay reason ect. We aims to make the hired process more efficiency.

高菲雇佣有限公司进程管理系统是在原本的网站雇佣的基础上(网上续约以及预约新雇佣工人),添加一个更加完整的雇佣跟踪系统,从而令顾客能够在网站上实时查看雇佣流程,了解雇佣的最新进展以及延迟原因,状态变更后及时提醒通知,从而使得整个雇佣流程具有实时性以及实效性。

在后端的系统管理中,我们还添加了一个任务管理的日历提醒功能,帮助菲佣公司更加轻松快捷的开展工作,使得整个工作更加方便高效。


1.2 Target Group / 用户群体


The major User the Golden Win Process System is the 3 senior manager and CEO, the second user group is the User who see update information in the front end.

高菲雇佣进程管理系统的主要受众群体是3个Senior Manager (高级经理人)以及CEO, 第二用户群体是雇佣菲佣的客户。


1.3 Goals & Success / 项目目标


Golden Win Process System aims to help 3 different access right senior manager to update the process update that they are response for, and organized the process status, in the meantime that CEO can clearly check the process status, filter to find the specific information of client that CEO needs, in order to provide a clean and easy way for User to see in the front end

高菲雇佣有限公司进程管理系统主要是帮助后台的三个不同权限的( 高级经理人)Senior manager 1/2/3 更新属于他们管辖的菲佣雇佣动态,管理菲佣的审批进程,与此同时CEO 能够清晰明确地跟进不同的雇佣进程,与此同时也能够快速查找客户信息,从而使得前端的顾客能够一目了然的看到提示以及更新信息。


2. Solution/ 需求方案

2.1 Configuration
/ 全局说明

(包括名词解释、统一异常处理、列表默认数据规则等。)

ID 名称
Description 解释
1
Pop up Windows 弹窗
在同一个页面弹出弹窗
2
CEO更新信息里的Delay
为了让顾客不催促订单,可以出现Delay选择No,然后我们重新选择一个deadline 到期日,为了让顾客不知觉的情况下更新状态
3
前端和后端的用户权限
用户在前端只能查看与更新例如大点1,2, 3, . 后端可以查看小点1.1/ 1.2 / 1.3
4
所有的后台更新雇佣程序有一个Reminder me later
选项Reminder me later, 如果选择Reminder me later, 最近的两天在日历里都会提示,最后的第三天(客户设置的到期日)为到期日(Deadline)。
5
There are no rows in this table

2.2 Role
/ 用户权限说明

Role 用户群
Access 权限 (EN 英文)
Access 权限 (CN 中文)
1
Visit 游客
Visit website / WhatsApp Contact
浏览网页/ WhatApp联络
2
User 用户
Visit website / Log in / Pay / Check Process Status / WhatsApp Contact /
浏览网页/ 登入/ 付款/ 查看雇佣状态/ WhatApp联络
3
Senior Manager 高级管理员
Update Porcess Status / Cancel Order/ Update Helper Information / Mobile quick login / Canlender
更新雇佣状态/取消订单/更新佣人信息/ 手机快速登入/ 日历系统
4
CEO
Update Porcess Status / Cancel Order/ Update Helper Information / Mobile quick login / Canlender
更新雇佣状态/取消订单/更新佣人信息/ 手机快速登入/ 日历系统
5
6
There are no rows in this table

2.3 Product Architecture Diagram / 产品架构图

Golden Win Process System.png


Product Architecture Diagram aims to display the system’s function and feature. It is including the front end and the back end. In the front end, the function is check helper’s status in a realtime, everytime back end updates new status, they will be able to get a inbox notification. In the mean time, if the new status including pictures like flight ticket and passport, everytime when client click on the image, it will be a pop up picture with save button.

At the back end system, senior manager will have a quick upload function (mainly mobile version), while they log into it will directly seeing the jobs they have in calendar with deadline and reminder, then they are quickly updates status including uploading photos , but they will be also switch to full access mode if they wants to . Senior manager will have the same right as CEO that check calendar , edit process status and view contract detail.

In calender , senior manager will be able to switch daily / weekly / monthly jobs, check the deadline and then click the update it. They can be marked it down as tick the checkbox. In thee meantime, they will be also able to filter the information and then export , when filtering selected step, the related step information will be also shows together which helps CEO to gather all information to answer the client’s QS.

In the process system, some selected information is coming from API. Additionally, Admin will be able to update and check some hidden information (not show in front) . There are 3 senior manager , they will be able to check their own job view , but in the same time they are switch to other senior manager’s job in order to help them finish the unfinished job.

Beside switch different admin view, they will be also view different type of job order including ex abroad, ex hk , first time. direct hire.


产品的架构图主要为展示产品的功能。这里的功能分为前端和后端,前端的功能有实时查看菲佣的雇佣状态,每次后台更新了雇佣状态后,前端用户都可以得到一个站内提醒功能与短信通知,与此同时,当更新的雇佣状态包含机票信息或者护照信息等图片时候,客户可以打开弹出框查看大图,也可以保存图片。

后端方便的功能是Senior Manager有一个快速登入的功能(主要为手机端),登入之后能直接看到自己负责的任务日历视图,到期提醒以截止日期,然后快速更新状态,上传照片,同时他们也可以切入其他管理员的权限里。 Senior Manager 的所有权限和CEO的权限一样的,包括查看日历进程,编辑菲佣进程系统以及查看合同资料。

在日历进程里,Senior manager能够切换每日任务/ 每周任务/ 每月任务,查看任务的截止日期(每个任务的截至日期不相同)并点击进入更新状态或输入延迟原因,然后打勾标记已完成。与此同时还能通过过滤器找到想要的雇佣信息并导出,同时当管理员搜索指定步骤之后,系统将自动弹出相关联的指定信息,从而令管理员能够更加快速的回答顾客的问题。

在整个后台系统的雇佣进程系统中,有3个不同的senior manager,他们需要能够看到先看到自己的任务视图,与此同时他们也可以切换至别的管理员视图查看他们的任务,从而帮助他们完成他们需要完成的任务。

除了切换不同的管理员视图,这里还需要能够查看不同的订单进程,包括ex abord, ex hk, first time, direct hire。



2.4 User Journey
/ 业务流程图

Untitled Diagram (2).png

User Jounrey is helping us to understand the hiring process and the relationship bewteen different platform. When User placed an order, front end will display the order status , and back end will receive a new order information. Back end can update order status, when it is not delay, by upload the required photo, user will received an inbox notification as well as SMS messages. When order delay, back end will required delay reason and data in orde to updated new reminder into Calender. When orde completed, User can check order history throw front end as well.

业务流程图的目的是展示雇佣流程与各个接触点层级的逻辑关系。当用户支付完成订单,前端会显示出订单状态,同时后端也会出现一个新的订单,后台可以更新订单状态,如果订单不延迟,上传照片成功更新订单信息后,用户将收到一个站内通知以及一个短信通知提醒雇佣的最新状态。如果订单延迟,后台将提示输入订单延迟原因以及延迟到哪一天,并更新日历提醒日期。每当完成订单后,客户可通过前端查询订单的历史状态。


3.
Functional Requirement
/ 功能
需求

3.1 Figma File 交互原型



3.2. 设计素材


图标打包:

process 图标.zip
5.1 kB


3.3. Process Back End Page-后台主页面

3.3.1 Fliter 显示及搜索雇佣订单功能


Process.png
所有的灰色名称下都是固定长度,
按照订单的更新顺序排序
右上角有一个导出按钮,点击后导出页面所有信息,如果是使用过滤器,则导出过滤器后的所有信息

点击左上方Filter显示搜索页面
Process (Filter).png

点击Cancel 取消雇佣订单 (取消订单流程)
Process (Filter)12.png
Cancel.png
2.png
Cancel Comfirm.png

一旦取消,钱就将退回,无法恢复,但是可以查询到退款的信息以及原因。

查看已取消的雇佣订单
Proces2.png
Canceled List.png

3.4.Contract 雇佣合同(所有订单模板)


点击编辑按钮进入编辑订单状态
图中每一栏的信息如果还没出现(未填),就显示空白

Process edit.png

Edit部分分为两个部分,一个是合同内容: Contract. 一个是Process,进度更新。 合同内容里面为雇主信息以及佣人信息,当雇主支付订单后,所填入的表格就会得到下图的合同信息。所有的雇佣合同的样式都如下图。

Detail.png


3.5 Oversea First Time (CEO )

Process.png

用户在前端只能查看与更新例如大点1,2, 3, . 后端可以查看小点1.1/ 1.2 / 1.3


3.5.1 - 资料表格 Table of Information 资料表格


下面此表格为Oversea First Time的提醒时间,到期时间,中文翻译,权限,以及短信通知内容的表格



3.5.2 - 1. Job order and Paid


Process1.png

点击Edit后弹出界面:
如果选项5. Gov tenancy book 的 Required选择了No,则外面的整体雇佣步骤 7.1, 7.3, 8.1. 9. 自动不显示(步骤编码不改变,比如7.2还是7.2)
如果Required选择了Yes,Recieved选择了No,则后台三天后自动提醒
Select Delay Day 以及 Doc Check List Reminder是进入日历的提醒功能
红色*为必填选项
Doc Check List Reminder 是一个自我提醒到日历Canlender的功能,当设置了提醒日期后,就会出现在日历的提醒里

Job order and paid.png


Remark的下拉菜单 (所有Remark都有这个下拉清单,内容一致)

drop down for remark.png

Save Button 保存提示

save.png

日历出现的提醒Doc Check List 的提醒,或者必须选项没有收到资料的,
点击Go to Check 直接跳转到日历功能下的Edit 页面进行编辑


Reminder Doc Check List.png


3.5.3 - 2. Helper Report and Sign Contract At Phil. Office


Process2..png

四张相片上传为必选项,也可以选项默认选项Reminder me later,
如果选择Reminder me later, 最近的两天在日历里都会提示,最后的第三天为到期日。

2. Helper Report and Sign Contract  At Phil. Office.png

上传照片后 (所有的上传照片都如同这个模板):

点击蓝色按钮可以删除已经上传照片
2. Helper Report and Sign Contract  At Phil. Office (Upload ).png


3. 必填选项没有完成
提示信息: You must select * option in order to save
must done not done.png


设置Passport Expired Date之后的日历提醒(设置的Expired Day8个月前出现 ):
如果设置了Remind me on Select Day, 则8 month left也会跟着时间变化而变化
- 相当于提醒倒计时功能

Group 463.png





3.5.4 - 所有一张照片上传的模板 3. Courier Original Contract to HK


Process3.png

3. Courier Original Contract to HK.png

与第三个上传步骤一样,只是红色区域名称与照片名字不同的步骤有:
(前面为名称, ”- “ 后面为照片名字)

4.2 Helper's Phil.Medical Test - Medical Report
5. SF Contract to Client for Signing - Courier Receipt
7. Apply for Visa in HK Immigration - Submited Immigration Documents
8. Acknowledgement Letter From Immigration (VCA) - VCA Letter
8.1 Client Document for Gov Housing Letter - Gov House Letter
9 Final Check Gov house letter pass Immigration - Submitted Proved
10. Problem Letter (from immigration) - Problems Immigration Letter
11. Visa Approvel Letter - Visa Approvel Letter
12.1. Assessment certificate for Tesda - PDOS Certificate
13. Submit Contract to Consulate - Receipt Courier
13.1. Courier pink visa to phils - Receipt Courier
14.Release Date of Contract from Consulate - Transmittal Form
15. Courier to Contract to Phils - Receipt Courier
16. Contract arrived in phils - Prove by Courier
17. PDOS certificate - PDOS Certificate
19. OWWA Certificate - OWWA Certificat


3.5.5 - 所有无照片上传的模板 3.1 Courier Original Contract to HK


Process3.1.png

3.1. 1st Reminder Check Client Missing Document for  type.png

与3.1上传步骤一样,只是名称不同的步骤有:

3.1. Check Client Missing Document for type
3.2. Immigration Sent Email Set
3.3. Polo-HelperDB- Filled
4. Date Arrive of Contract from Phils
4.1. Print Contract in Main Office
4.3 Upload 1st page of contract in google
6. Receive Contract from Customer
7.1 Pass Client Document for Gov Housing Letter
7.2. Helper Training Schedule Started
12.2 Email filing pdos sets doc to phils main office
13.2 Phils Main office Pdos schedule
17.1 Email OWWA set to phils main office
17.2 FIlling OWWA
18. Last day of OWWA schedule date
19.1 Email OEC set to phils main office
19.2 Filing OEC
20. ESTIMATED FLIGHT DATE TO HK
20.1 start work doc send email.

3.5.6 - 12. Issue Pink Visa-


这里输入的Expired Day 需要显示在process的主页面,如图2红框,如未填入信息,则显示为空
这里选择的issue day只会显示在后台作为查看工具,
不需要提醒
Pink Visa Expired Day提醒是到期日的一个月之前,提醒方式是
日历提醒

(图1)
12. issue pink visa.png

(图2)
Processpink.png


当输入Pink Visa Expired Day之后,在日历界面出现的提示: (Work Type是变量)

Reminder for Pink Visa Issue day (Renew , transfer, speical).png




3.5.7 - 19.3. OCE Certificate


这里输入的OEC Number 需要显示在process的主页面,如图2红框,如未填入信息,则显示为空

19.3 OEC Certificate.png

ProcessOEC.png


3.5.8 - 20. ESTIMATED FLIGHT DATE TO HK


这里输入的Flight Number 填入后在后台查看,不在其他地方显示

20. ESTIMATED FLIGHT DATE TO HK.png


3.5.9 - 21. White Slip Visa = Contract Start Date


选择了White Slip Visa 的issue day之后,系统将在1年6个月后通过短信以及日历的方式提醒(图2)
选择了White Slip Visa 的expried day之后,系统将自动设置一个2个月之前的日历提醒功能 (图3)
如何Does the white visa expiry before 2 years 选择的是yes(图4),则


21. White Slip Visa = Contract Start Date.png

(图2)
All Reminder for White Ship Visa (first time, ex abrod, ex hk).png

3.5.10 - 21. White Slip Visa = Contract Start Date less than 2 years


在最后的一个选项: Does the White Visa Expire in less than 2 Years? 选择了Yes,则自动弹出以下画面:
2. 选择了Yes之后,则取代之前的过期日期,根据选择的日期系统将自动设置一个2个月之前的日历提醒功能


Contract Start Date (No Delay).png

3.6 Oversea EX Abroad (CEO )

Oversea Ex-Abroad CEO View  EN.png



3.6.1 - 资料表格 Table of Information 资料表格


下面此表格为Oversea EX Abroad 的提醒时间,到期时间,中文翻译,权限,以及短信通知内容的表格




3.6.2 - 1. Job order and Paid

Oversea Ex-Abroad CEO View  EN1.png



点击Edit后弹出界面:
如果选项5. Gov tenancy book 的 Required选择了No,则外面的整体雇佣步骤 6.1, 8.1. 9. 自动不显示
如果Required选择了Yes,Recieved选择了No,则后台三天后自动提醒
Select Delay Day 以及 Doc Check List Reminder是进入日历的提醒功能
红色*为必填选项
Doc Check List Reminder 是一个自我提醒到日历Canlender的功能,当设置了提醒日期后,就会出现在日历的提醒里

1. Job Order and Paid.png

image.png

3.6.3 - 2. Helper Report and Sign Contract At Phil. Office


Oversea Ex-Abroad CEO View  EN2.png


四张相片上传为必选项,也可以选项默认选项Reminder me later, 如果选择Reminder me later, 最近的两天在日历里都会提示,最后的第三天为到期日。

2. Helper Report and Sign Contract  At Phil. Office.png





3.6.4 - 所有一张照片上传的模板 3. Courier Original Contract to HK

Oversea Ex-Abroad CEO View  EN3.png


与第三个上传步骤一样,只是红色区域名称与照片名字不同的步骤有:
(前面为名称, ”- “ 后面为照片名字)

4.2 Helper's Phil.Medical Test - Medical Reports
4.3 Upload 1st page of contract in google - 1st page of contract
5. SF Contract to Client for Signing - Courier Receipt
7. Apply for Visa in HK Immigration - Submited immigration
8. Acknowledgement Letter From Immigration (VCA) - VCA letter
8.1 Client Document for Gov Housing Letter - Gov Housing Letter
9 Final Check Gov house letter pass Immigration - Submitted Proved
10. Problem Letter (from immigration) - Submitted Proved
11. Visa Approvel Letter - Approvel Visa Letter
13. Submit Contract to Consulate - Transmittal Form
13.1. Courier pink visa to phils - Courier Receipt
14.Release Date of Contract from Consulate - Copy of Receipt
15. Courier to Contract to Phils - Courier Receipt
16. Contract arrived in phils - Courier Receipt
17. PDOS certificate - PDOS Certificate
19. OWWA Certificate - OWWA Certificate

3. Courier Original Contract to HK.png


3.6.5 - 所有无照片上传的模板 3.1 Courier Original Contract to HK

Oversea Ex-Abroad CEO View  EN3.1.png




与3.1上传步骤一样,只是名称不同的步骤有:

3.1. Check Client Missing Document for type
3.2. Immigration Sent Email Set
3.3. Polo-HelperDB- Filled
4. Date Arrive of Contract from Phils
4.1. Print Contract in Main Office
6. Receive Contract from Customer
6.1 Pass Cilent Document For Gov Housing Letter
12.1. Assessment certificate for Tesda
12.2 Email filing pdos sets doc to phils main office
13.2 Phils Main office Pdos schedule
17.1 Email OWWA set to phils main office
17.2 FIlling OWWA
18. Last day of OWWA schedule date
19.1 Email OEC set to phils main office
19.2 Filing OEC
20. ESTIMATED FLIGHT DATE TO HK
20.1 start work doc send email.



3.1. 1st Reminder Check Client Missing Document for  type.png


3.6.6 - 12. Issue Pink Visa


12. Issue pink visa.png


这里输入的Expired Day 需要显示在process的主页面,如图2红框,如未填入信息,则显示为空
这里选择的issue day只会显示在后台作为查看工具,
不需要提醒
Pink Visa Expired Day提醒是到期日的一个月之前,提醒方式是日历提醒

(图2)
image.png

当输入Pink Visa Expired Day之后,在日历界面出现的提示: (Work Type是变量)

image.png


3.6.7 - 19.3. OCE Certificate


这里输入的OEC Number 需要显示在process的主页面,如图2红框,如未填入信息,则显示为空


19.3 OEC Certificate.png
image.png


3.6.8 - 20. ESTIMATED FLIGHT DATE TO HK


这里输入的Flight Number 填入后在后台查看,不在其他地方显示

20. ESTIMATED FLIGHT DATE TO HK.png


3.6.9 - 21. White Slip Visa = Contract Start Date


选择了White Slip Visa 的issue day之后,系统将在1年6个月后通过短信以及日历的方式提醒(图2)
选择了White Slip Visa 的expried day之后,系统将自动设置一个2个月之前的日历提醒功能 (图3)
如何Does the white visa expiry before 2 years 选择的是yes(图4),则



21. White Slip Visa = Contract Start Date.png


3.6.10 - 21. White Slip Visa = Contract Start Date less than 2 years


在最后的一个选项: Does the White Visa Expire in less than 2 Years? 选择了Yes,则自动弹出以下画面:
2. 选择了Yes之后,则取代之前的过期日期,根据选择的日期系统将自动设置一个2个月之前的日历提醒功能



Contract Start Date (No Delay).png



3.7 Oversea EX HK (CEO )

Oversea (Ex-HK TERMINATE ) IN HK.png
用户在前端只能查看与更新例如大点1,2, 3, . 后端可以查看小点1.1/ 1.2 / 1.3


3.7.1 - 资料表格 Table of Information 资料表格


下面此表格为Oversea First Time的提醒时间,到期时间,中文翻译,权限,以及短信通知内容的表格



3.7.2 - 1. Job order and Paid


Oversea (Ex-HK TERMINATE ) IN HK1.png


点击Edit后弹出界面:
如果选项5. Gov tenancy book 的 Required选择了No,则外面的整体雇佣步骤 4.1, 5.1自动不显示
如果Required选择了Yes,Recieved选择了No,则后台三天后自动提醒
Select Delay Day 以及 Doc Check List Reminder是进入日历的提醒功能
红色*为必填选项
Doc Check List Reminder 是一个自我提醒到日历Canlender的功能,当设置了提醒日期后,就会出现在日历的提醒里
1. Job order Filled and Paid.png
image.png



3.7.3 - 2. Helper Report and Sign Contract At Phil. Office


Oversea (Ex-HK TERMINATE ) IN HK2.png

四张相片上传为必选项,也可以选项默认选项Reminder me later, 如果选择Reminder me later, 最近的两天在日历里都会提示,最后的第三天为到期日。

2. Helper Report and Sign Contract  At HK Office.png

3.7.3 - 所有没有照片的模板= 2.1. 1st Reminder Check Client Missing Document for type


Oversea (Ex-HK TERMINATE ) IN HK2.1.png


与2.1上传步骤一样,只是名称不同的步骤有:

2.1. Check Client Missing Document for type
2.2. Immigration Sent Email Set
2.3. Polo-HelperDB- Filled
4.1 Pass Client Document for Gov Housing Letter
5.1 Client Document for Gov Housing Letter
13.1 Email OEC set to phils main office
13.2 Filling OEC

2.1. 1st Reminder Check Client Missing Document for  type.png




3.7.4 - 所有一张照片上传的模板 3. SF Contract to Client for Signing


Oversea (Ex-HK TERMINATE ) IN HK3.png




与第三个上传步骤一样,只是红色区域名称与照片名字不同的步骤有:


4. Receive contract from customer - Courier Receipt
5. Apply for Visa in HK Immigration - Submited Immigration
6. Acknowledgement Letter From Immigration 
7. Problem Letter (from immigration) - VCA Letter
8. VISA Approval Letter - Approval Visa Letter
9. Issue Pink Visa - Pink Visa
10. Courier visa to phils - Receipt Courier
11. Submit Contract to Consulate - Transmittal Form
12.Release contract in consulate - Copy of Contract
13.PDOS Certificate - PDOS Certificate
13.3 OEC Certificate - OEC Certuficate


3 SF Contract to Client for Signing.png




3.7.5 - 9. Issue pink visa


这里输入的Expired Day 需要显示在process的主页面,如图2红框,如未填入信息,则显示为空
这里选择的issue day只会显示在后台作为查看工具,
不需要提醒
Pink Visa Expired Day提醒是到期日的一个月之前,提醒方式是日历提醒



9. Issue pink visa.png



(图2)
image.png

当输入Pink Visa Expired Day之后,在日历界面出现的提示: (Work Type是变量)

image.png




3.7.6 - 14. ESTIMATED FLIGHT DATE TO HK


这里输入的Flight Number 填入后在后台查看,不在其他地方显示

14. ESTIMATED FLIGHT DATE TO HK.png



3.7.7 - 15. White Slip Visa = Contract Start Date


选择了White Slip Visa 的issue day之后,系统将在1年6个月后通过短信以及日历的方式提醒(图2)
选择了White Slip Visa 的expried day之后,系统将自动设置一个2个月之前的日历提醒功能 (图3)
如何Does the white visa expiry before 2 years 选择的是yes(图4),则


15. White Slip Visa = Contract Start Date.png



3.7.8 - 15. White Slip Visa = Contract Start Date (less than 2 years)


在最后的一个选项: Does the White Visa Expire in less than 2 Years? 选择了Yes,则自动弹出以下画面:
2. 选择了Yes之后,则取代之前的过期日期,根据选择的日期系统将自动设置一个2个月之前的日历提醒功能


15. White Slip Visa = Contract Start Date (less 2 year).png


3.8 Renew (CEO )


用户在前端只能查看与更新例如大点1,2, 3, . 后端可以查看小点1.1/ 1.2 / 1.3

Renew.png

3.8.1 - 资料表格 Table of Information 资料表格


下面此表格为Oversea First Time的提醒时间,到期时间,中文翻译,权限,以及短信通知内容的表格


3.8.2 - 1. Job order and Paid


Renew1.png

点击Edit后弹出界面:

如果Required选择了Yes,Recieved选择了No,则后台三天后自动提醒
Select Delay Day 以及 Doc Check List Reminder是进入日历的提醒功能
红色*为必填选项
Doc Check List Reminder 是一个自我提醒到日历Canlender的功能,当设置了提醒日期后,就会出现在日历的提醒里


1. Job Order and Paid.png
image.png



3.8.3 - 所有没有照片的模板 1.1 Doc Missing by client for TYPE


Renew1.1.png

上传步骤一样,只是步骤名称不同的步骤有:

All step with NO PHOTO , title is different :
1.1. Check Client Missing Document for type
1.2 Immigration Sets Sent to email
5.1 Helper report to jenny office bring her passport for get her pink visa


1.1 Doc Missing  by client  for TYPE.png

3.8.4 - 所有一张没有照片的模板 1.1 Doc Missing by client for TYPE


Renew1.4.png

上传步骤一样,只是步骤名称不同的步骤有:

All step with NO PHOTO , title is different :
2. SF Contract to Client for Signing - Receipt prove by Courier
3. Receive contract from customer - Receipt prove by Courier
4. Apply for Visa in HK Immigration - Submited immigration
5.Visa Approval Letter - Submitted Immigration
7.Submit Contract in Consulate - Transmittal Form
8.Release contract in consulate - Copy of Contract
1.4. Contract Print out by main office.png

3.8.5 - 6. pink visa


这里输入的Expired Day 需要显示在process的主页面,如图2红框,如未填入信息,则显示为空
这里选择的issue day 一年6个月之后提醒
Pink Visa Expired Day提醒是到期日的一个月之前,提醒方式是日历提醒


6. pink visa.png

Reminder for Pink Visa Issue day (Renew , transfer, speical).png
All Reminder for Pink Visa Experied Day  (first time, ex abrod, ex hk).png

3.9 Transfer Normal (CEO )

Transfer Normal.png

3.9.1 - 资料表格 Table of Information 资料表格


下面此表格为Oversea EX Abroad 的提醒时间,到期时间,中文翻译,权限,以及短信通知内容的表格


3.9.2 - 1. Job order and Paid

Transfer Normal1.png

点击Edit后弹出界面:
如果选项5. Gov tenancy book 的 Required选择了No,则外面的整体雇佣步骤7.1,7.3, 8.1, 9 自动不显示
如果Required选择了Yes,Recieved选择了No,则后台三天后自动提醒
Select Delay Day 以及 Doc Check List Reminder是进入日历的提醒功能
红色*为必填选项
Doc Check List Reminder 是一个自我提醒到日历Canlender的功能,当设置了提醒日期后,就会出现在日历的提醒里

1. Job Order and Paid.png

image.png

3.9.3 - 所有没有照片的模板 1.1 Doc Missing by client for TYPE


Transfer Normal1.1.png

传步骤一样,只是步骤名称不同的步骤有:

All step with NO PHOTO , title is different :

1.2 Immigration Sets Sent to email
1.4. Contract Print out by main office
3.1 Doc missing for process needs by immgration
4. Receive contract from customer
6.1 Helper report office arrange medical check
7.1 start work doc send email
8. Helper start work

1.1 Doc Missing  by client  for TYPE.png


3.9.4 - 1.3 Contract done in Polo system


Transfer Normal1.3.png


1.3 Contract done in Polo system.png


这里选择的Helper Meeting at office During Holiday 是设置的日期三天前提醒
Helper Meeting at office During Holiday.png


Go Down Day 是三天前通过日历提醒 (对应主页面的缩略信息)
Go down Day.png


Passport Expired Day 是8个月前短信和日历提醒 (对应主页面的缩略信息)

Reminder for Passport expeired day.png


White Slip Visa Expired Date (Old Contract) 是一个月前的日历提醒 (对应主页面的缩略信息)

All Reminder for White Ship Visa Expiry Day(transfer normal and transfer special+).png



填入的资料对应缩略信息(红色框内)

Process (Filter).png


3.9.5 - 2. Worker report to sign the contract in main office


Transfer Normal2.png


2. Worker report to sign the contract in main office.png

3.9.6 - 所有一张照片模板 3. SF Contract to Client for Signing


上传步骤一样,只是步骤名称不同的步骤有:

All step with 1 photo Only title and gray desciption different :

5 Drop box for submit in immgration - Submitted Immigration
6 Receive ID522 letter in immgration - ID522 Letter
7 Pink Visa - Pink Visa
9.Submit contract in consulate - Transmittal Form
10 .Release contract in consulate - Copy of Contract
11. SF courier orginal contract to client - Courier Receipt


3. SF Contract to Client for Signing.png

3.9.7 - 9. Helper get Pink Visa


提醒功能:

9. Helper get  Pink Visa.png
Issue day : 1年6个月后 通过短信以及日历提醒

Reminder for Pink Visa Issue day (Renew , transfer, speical).png

expired day : 1个月前 通过短信以及日历提醒

All Reminder for Pink Visa Experied Day  (Transfer Normal special).png


3.10 Transfer Special (CEO )

Transfer Special Case.png


3.10.1 - 资料表格 Table of Information 资料表格



下面此表格为Oversea EX Abroad 的提醒时间,到期时间,中文翻译,权限,以及短信通知内容的表格


3.10.2 - 1. Job order and Paid


Transfer Special Case1.png

点击Edit后弹出界面:
如果选项5. Gov tenancy book 的 Required选择了No,则外面的整体雇佣步骤7.1,7.3, 8.1, 9 自动不显示
如果Required选择了Yes,Recieved选择了No,则后台三天后自动提醒
Select Delay Day 以及 Doc Check List Reminder是进入日历的提醒功能
红色*为必填选项
Doc Check List Reminder 是一个自我提醒到日历Canlender的功能,当设置了提醒日期后,就会出现在日历的提醒里

1. Job Order and Paid.png
Doc Check List Reminder :

Reminder Doc Check List.png

3.10.3 - 所有没有照片的模板 1.1 Doc Missing by client for TYPE


Transfer Special Case1.1.png

所有的没有照片的上传步骤:

All step with NO PHOTO , title is different :
1.2 Immigration Sets Sent to email
1.4. Contract Print out by main office
3.1 Doc missing for process needs by immgration
4. Receive contract from customer
6.1 SF back checking letter to main office
8.1 Helper report office arrange medical check
10. helper start work
10.1 start work doc send email


1.1 Doc Missing  by client  for TYPE.png


3.10.4 - 1.3 Contract done in Polo system


Transfer Special Case1.3.png



1.3 Contract done in Polo system.png


这里选择的Helper Meeting at office During Holiday 是设置的日期三天前提醒
Helper Meeting at office During Holiday.png


Go Down Day 是三天前通过日历提醒 (对应主页面的缩略信息)
Go down Day.png


Passport Expired Day 是8个月前短信和日历提醒 (对应主页面的缩略信息)

Reminder for Passport expeired day.png


White Slip Visa Expired Date (Old Contract) 是一个月前的日历提醒 (对应主页面的缩略信息)

All Reminder for White Ship Visa Expiry Day(transfer normal and transfer special+).png



填入的资料对应缩略信息(红色框内)

Process (Filter).png


3.10.5 - 2. Worker report to sign the contract in main office


Transfer Normal2.png


2. Worker report to sign the contract in main office.png

3.10.6 - 所有一张照片模板 3. SF Contract to Client for Signing


上传步骤一样,只是步骤名称不同的步骤有:

All step with 1 photo Only title and gray desciption different :

5 Drop box for submit in immgration - Submitted Immigration
6 Receive ID522 letter in immgration - ID522 Letter
7 Pink Visa - Pink Visa
9.Submit contract in consulate - Transmittal Form
10 .Release contract in consulate - Copy of Contract
11. SF courier orginal contract to client - Courier Receipt


3. SF Contract to Client for Signing.png

3.10.7 - 9. Helper get Pink Visa


9. Helper get  Pink Visa.png
Issue day : 1年6个月后 通过短信以及日历提醒

Reminder for Pink Visa Issue day (Renew , transfer, speical).png

expired day : 1个月前 通过短信以及日历提醒

All Reminder for Pink Visa Experied Day  (Transfer Normal special).png


3.11 Transfer Special (CEO )

Transfer Special Case.png


3.11.1 - 资料表格 Table of Information 资料表格



下面此表格为Oversea EX Abroad 的提醒时间,到期时间,中文翻译,权限,以及短信通知内容的表格


3.11.2 - 1. Job order and Paid


Transfer Special Case1.png

点击Edit后弹出界面:
如果选项5. Gov tenancy book 的 Required选择了No,则外面的整体雇佣步骤7.1,7.3, 8.1, 9 自动不显示
如果Required选择了Yes,Recieved选择了No,则后台三天后自动提醒
Select Delay Day 以及 Doc Check List Reminder是进入日历的提醒功能
红色*为必填选项
Doc Check List Reminder 是一个自我提醒到日历Canlender的功能,当设置了提醒日期后,就会出现在日历的提醒里

1. Job Order and Paid.png
Doc Check List Reminder :

Reminder Doc Check List.png

3.11.3 - 所有没有照片的模板 1.1 Doc Missing by client for TYPE


Transfer Special Case1.1.png

所有没有照片的模板:
All step with NO PHOTO , title is different :
1.2 Immigration Sets Sent to email
1.4. Contract Print out by main office
3.1 Doc missing for process needs by immgration
4. Receive contract from customer
6.1 SF back checking letter to main office
8.1 Helper report office arrange medical check
10. helper start work
10.1 start work doc send email


1.1 Doc Missing  by client  for TYPE.png

3.11.4 - 1.3 Contract done in Polo system


Transfer Special Case1.3.png

1.3 Contract done in Polo system.png


这里选择的Helper Meeting at office During Holiday 是设置的日期三天前提醒
Helper Meeting at office During Holiday.png


Go Down Day 是三天前通过日历提醒 (对应主页面的缩略信息)
Go down Day.png


Passport Expired Day 是8个月前短信和日历提醒 (对应主页面的缩略信息)

Reminder for Passport expeired day.png


White Slip Visa Expired Date (Old Contract) 是一个月前的日历提醒 (对应主页面的缩略信息)

All Reminder for White Ship Visa Expiry Day(transfer normal and transfer special+).png



填入的资料对应缩略信息(红色框内)

Process (Filter).png

3.11.5 - 2. Worker report to sign the contract in main office

Transfer Special Case2.png


2. Worker report to sign the contract in main office.png


3.11.6 - 所有一张照片模板 3. SF Contract to Client for Signing



所有一张照片只有标题不能的步骤又:

All step with 1 photo Only title and gray desciption different :

3. SF Contract to Client for Signing - Courier Receipt
5. Drop box for submit in immgration - Submitted Immigration
6. Courier checking letter to client - Courier Receipt
7 . Checking Letter Pass to immigraTtion Department - Checking Letter
8. Receive ID 522 from immgiration - ID522 Letter
11. submit contract in consulate -
12.Release contract in consulate
13. SF courier orginal contract to client


3 SF Contract to Client for Signing.png

3.11.7 - 9. Helper get Pink Visa


9. Helper get  Pink Visa.png


Issue day : 1年6个月后 通过短信以及日历提醒

Reminder for Pink Visa Issue day (Renew , transfer, speical).png

expired day : 1个月前 通过短信以及日历提醒

All Reminder for Pink Visa Experied Day  (Transfer Normal special).png

3.12 Calender 日历

3.12.1 Daily View

Calendar Day view.png

3.12.2 Weekly View

Calendar Week view.png

3.12.3 Monthly View

Calendar Month view.png

More 点击More查看隐藏的更多任务

Calendar Month view (More).png

3.12.4 Upload 上传页面


这里为日历更新上传雇佣文件的模板,具体内容跟CEO上传页面一致

All with Upload NO Photos.png
All with Upload One Photos.png
All with Upload One Photos-1.png
All with Upload Four Photos   (Uploaded).png


3.13 Frond end User View 前端顾客界面


页面不清楚可以查看原型文件:



3.13.1 无雇佣记录 No Record


no process.png


3.13.2 Oversea First Time


All process.png

出现延迟信息 with remark:

All process with remark.png

点击查看附加文件:

All process show detail.png

查看历史记录 (同时可以分享以及导出历史记录图片)

History.png

3.13.3 Oversea Ex Abroad


exabroad.png


3.13.4 Oversea Ex HK

Oversea ex hk terminate.png


3.13.5 Renew

Renew.png


3.13.6 Transfer Normal


Transfer Normal.png

3.13.7 Transfer Special


Transfer Normal (Sepcial case).png



3.14 Helper View 佣人页面


3.14.1 后台主页面 Main Page


红色框内为多出的三个单元

Helper View - Contract Detail.png

3.14.2 佣人查看状态 Helper View Status

Helper View Process Status.png

3.14.3 Helper View with Remark 延迟状态查看

Helper View Process Status with Remark.png

3.14.4 显示附加文件

Helper View Process Status with Remark(showdetail).png


3.15 Quick Login 手机快速登入

说明:手机快速登入是在前端开设一个登入口让管理员能够快速的通过手机登入完成今日任务

中文的登入连接叫
快速登入

Quick Login.png

3.15.1 - 主页面 Main Page


管理员可以任意切换不同的身份,查看个人的提醒与到期

Select.png

3.15.2 Reminder 提醒完成流程

提醒的上传与后台没有差别,排版模板如下:
Reminder 3 With one photo (Uploaded).png
Reminder 3 With one photo.png
Reminder 1.png
Reminder 2 With no photo.png


3.15.3 Deadline 到期完成流程

到期提醒的上传与后台没有差别,排版模板如下:

Reminder 4.png
Reminder 5 With no photo.png
Reminder 6 With one photo.png
Reminder 7 With one photo (Uploaded).png

4. Non-
Functional Requirement
/ 非功能性
需求


4.1 安全性需求


保障用户的雇佣历史以及资料,如果再次续约,可以提取之前的填入资料。
保密性:
数据加密保护,保证数据在采集、传输和处理过程中不被偷窥、窃取、篡改。业务数据需要在存储时进行加密,确保不可破解。

4.2 功能性需求

系统支持IE11并向下兼容,支持Chrome等主流浏览器,
为以后开发App做好埋点

5. 问题清单 Question Checklist

Make sure you answer all of the questions below and involve necessary stakeholders.
Question (EN)
Question (CN)
Answer
1
Can we change phone number in the middle of proceess?
当雇佣手续完成之中我们是否可以更换手机号码?更换的手机号码是否可以接收到之前的信息?
可以设置修改,接受
2
can we use facebook message to update information to helper?
每当雇佣状态改变,可不可以通过Facebook通知佣人?
3
退款可以自动吗
退款的话建议手动退,企业级别不建议自动退
4
系统过期时间与自己选择的过期日期有什么关系?
5
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