- Overview
- Wireframes
- Main Platform Flow
- Navigation Changes
- For User Testing
- Profile
- About you
- Uploading your CV
- Work History
- Professional Development
- Docs
- Opportunities
- Apply to a Brief
- Version 1
- Version 2
- Prototype
- Functional Spreadsheet
Overview
Peerpoint is a platform built by Allen & Overy to manage their recruitment in their law firm. As most of their employees are actually contractors with their own LTD, we had a specific persona model from where we built up the functions
Wireframes
Main Platform Flow
After onboarding
Main journey is to apply to brief
Second journey is to check and update profile
Edit: After the first review we establish that in the first phase we will focus on the user profile and then the opportunity list. But this will change gradually, and after we have enough users and job briefs we will focus this previous model. Ideally the designs will be able to switch without any considerable change in structure.
Navigation Changes
We switched from the focus on jobs description to the profile. In the new flow after on-boarding the user would see their profile and option tabs for CV's, Work History, Training History and Docs. I will go through each page below ↓.
Additionally we discussed to create a dashboard because pointing out people directly to the profile is a bit counterintuitive. So for the testing we discussed creating two version of navigation around the app, one would be Version 1 — Once the user logs in he is pointed to his profile and Version 2 — We create a dashboard that includes the links to the three main section and possibly adding the Availability widget there as well.
For User Testing
We will have a Version 1 where the homepage will show the profile and the
Profile
The profile section has 5 tabs, starting with 'About you' section to 'CV', 'Work History', 'Professional Development' (Previously called 'Training History') and 'Docs'.
About you
Professional summary section will include a mix of pre filled entries that are not editable like Name and Surname (changing names is handled by customer support)
Uploading your CV
Here we will discuss how CV's are currently working
1) You start with a non approved CV or a non approved CV and a revised version (See next screen)
2) At this stage you can view your CV option that will open a lightbox on top with option to see the Details or Notes and eventually download your file. You cannot delete or edit anything in the entry.
As all fields are completed the 'Add' button becomes clickable. As an alternative we ca use a double tap on the button, once you tap once the button copy will change
Once reviewed, the Peerpoint CV appears in the new top section
Once tapped you will receive a notification confirming your new doc has been uploaded
Work History
This section aims to replace the CV on a longer term and bring value to Peerpoint. At the moment on the Work History section we will have two type of cards:
A) The roles that we've pulled out of salesforce, these are not editable
B) Cards that are submitted by user these will be always editable
All cards will be ordered by date and will have a ballpark figure showing duration (months worked)
Professional Development
In this section the user can add their training, it will have an option to 'Add new' and 'Edit' the details of a card.
Docs
Opportunities
Apply to a Brief
To apply to a brief we have establish two routes, one is a bit more complex while the other is the most minimum viable function on the product.
Version 1
Opportunities page consists
The Brief page
Shortlist is the place where you can find the jobs you have been shortlisted.
Version 2
Once your CV is approved it will appear in the 'Peerpoint CV' Section.
Once you tap 'Add CV' a lightbox will appear with options to name the CV entry, add notes (Optional), Browse and add the file, checkbox that will remind users this CV will replace any other previous entries and 'Submit' button that will be active to tap only when we have all the required fields filled.
Prototype
Functional Spreadsheet
| 8 | 7 | 6 | 5 | 4 | DATA IMPACTED | 3 | 2 | 1 | |
|---|---|---|---|---|---|---|---|---|---|
JS: This comes out of the box with Kimble and doesn't require any development work. | Becky Phillips | Read Only - Capability name - Capability description | Resource capabilities | Back Office | Consultant Profile Management | Edit 'validated' capabilities | Manage skills | ||
Portal | Engagement Administration | TBC | Submit Timesheets | ||||||
Jenny G | Read Only: - Opportunity Title [TBC SF] - Start Date [TBC SF] - Day Rate Range [TBC Kimble] - Opportunity Description [TBC SF] | Read Only: - Opportunity Title [TBC SF] - Start Date [TBC SF] - Day Rate Range [TBC Kimble] - Opportunity Description [TBC SF] | Portal | Opportunity Broadcast | Portal Requirement: The ability to view a subset of active roles within that Peerpoint are currently recruiting for. | Opportunity Broadcast | |||
JS: Kenexa offers the abiliy to produce landing pages that are accesible externally. | N/A - Outside of Salesforce / Kimble | N/A - Outside of Salesforce / Kimble | Back Office Process | Opportunity Broadcast | Process Change: Building out of an external application form in Kenexa that is accessible for potential pannel applicants. | Referral / Recomendation Mechanism | |||
N/A | N/A | Back Office Process | Opportunity Broadcast | Process Change: Need to ensure client teams are creating propsals and filling them out correctly for roles published they wish to be publsihed on the portal. | Expression of interest Mechansim | ||||
Type / Validation Rules | Notes | PP Contact | Fields Names - Portal [Kimble/SF Name] | SF / Kimble Object | Portal / Back Office | Feature | Requirement | RFP | |
N/A - Process Change | N/A - Process Change | Back Office | Consultant Profile Management | Process Change: Change how the Recruitment Team Manage their onboarding of candidates to ensure that signed copies of onboarding paperwork are stored in Kimble. | Onboarding Document View | ||||
JS: Not currently held in Salesforce - suggest we hold them in the Proposal section within Kimble | Read Only: - Engagment Letter (As PDF) - Extention Letter (As PDF), optional | Read Only: - Engagement Object [TBC Kimble] | Portal | Engagement Administration | Portal Requirement: The ability for a consultant to view, per engagement: - Their engagement letter (3 page document) - Extention Lettter (1 Page document) | Consultant access to engagement paperwork, key/final terms | |||
See Salesforce | If we want to allow people to upload a photo (requirement by PP) we need to hit two different objects - Resource and Contact Record | Becky Phillips | Read Only - First Name [First Name] - Last Name [Last Name] - Professional Services Company [Professional Services Company] - Business Unit [UK] - Location [Location] - Start Date [Start Date] - Standard Day Rate [Standard Cost] - Specialism [Specialism] - Detailed Specialism [Detailed Specialism] - AML Training Completion Date [AML Training] - Conflicts Training Completion Date [Conflicts Training] - Information Security Training Completion Date [Information Security Training] - Data Protection Training Completion Date [Data Protection Training] - Anti Bribary Training Completion Date [Anti Bribary Training] - Qualification Date [Qualification Date] Read, Update - Consultant Bio [NEW: Consultant Edited Bio] | Read, Update Resource, Contact (for photo - called photo object) | Portal | Consultant Profile Management | View key consultant resource data around their profile and their Personal Services Company (PSC). | Manage core profile data | |
JS: Needs to be defined further | Becky Phillips | ? | Back Office | Consultant Profile Management | Review / approve any portal updates before updating? | Manage core profile data | |||
Becky Phillips | N/A | Read Only Resource - Notes & Attachments | Portal | Consultant Profile Management | Ability to upload latest 'Draft CV' as a Word doc, for review & update by Peerpoint team | Review and upload CVs – validation/version control tbc | |||
Becky Phillips | Read, Update - Account - Start / end date - Role title - Description | Read: - Experience Table (within Resource Object) Create, Read, Update, Delete: - Other Experience Table (within Resource Object) | Portal | Consultant Profile Management | Ability to manage a chronological view of roles with both Peerpoint & other organisations | Maintain Role History | |||
Help text may be needed for MVP - in the event consultant wants to update the CV, must be emailed to address x, for review before uploading | Becky Phillips | N/A | Read Only Resource - Notes & Attachments | Portal | Consultant Profile Management | Ability to download latest 'Primary Branded CV as a Word doc | Review and upload CVs – validation/version control tbc | ||
JS: Not currently held in Salesforce - suggest we hold them in the Proposal section within Kimble | Read Only: - Engagment Letter (As PDF) - Extention Letter (As PDF), optional | Read Only: - Engagement Object [TBC Kimble] | Portal | Engagement Administration | Portal Requirement: The ability for a consultant to download their engagement paperwork | Consultant access to engagement paperwork, key/final terms | |||
- Panel Letter of Acceptance - Side Letter - Opt Out Letter - Peerpoint Contract | READ Only: Resource Object - Notes & Attachments | Portal | Consultant Profile Management | Portal Requirement: The ability for a Consultant Lawyer to view key documents about their Peerpoint Panel Membership: Panel Letter, Opt Out Letter, Sider Letter, Peerpoint Contract. | Onboarding Document View | ||||
N/A - Process Change | N/A - Process Change | Back Office | Engagement Administration | Business Process Change: Ops Team to start holding engagement documents on Kimble / Salesforce as opposed to Omnia. Suggested location is within the propsoal within Kimble | Consultant access to engagement paperwork, key/final terms | ||||
N/A - Process Change | N/A - Process Change | Back Office | Consultant Profile Management | Process Change: Need to create a validation check /workflow when Consultants add experience via the Portal. | Maintain Role History | ||||
See Salesforce | Becky Phillips | Read Only Read, Update - PSC Name [Account Name] - PSC Address [Mailing Address] - PSC Contact [Phone] - PSC Email [Email] [Formal Email] | Read, Update Contact | Portal | Consultant Profile Management | View & edit consultant contact details | Manage core profile data | ||
Not a business requirement. ‘helpful feature for consultants’. Need to validate value. | Becky Phillips | ? | ? | Portal | Consultant Profile Management | Ability to capture training events attended for self certification | Maintain training history | ||
Becky Phillips | Back Office | Consultant Profile Management | Recieve notification when new 'Draft CV' uploaded. Ability to download, edit, re-upload & mark as primary. Maintaining all previous versions for version control | Review and upload CVs – validation/version control tbc | |||||
JS: Need to create some kind of flag object that controls what does / doesn't get published from Kimble to the portal. Change in business process also required | Jenny G | Read Only: - Flag Object (Y/N or Boolean ) | Kimble / Salesforce Change - Implement a Flag / Boolenan in Salesforce to publish opportunites - Will need to consider how we refresh this based on placing roles etc. | Back Office | Opportunity Broadcast | Salesforce / Kimble Change: The ability for a Client Team member to control what roles get published on the portal from Kimble / Salesforce. | Opportunity Broadcast | ||
JS: I don't think there is a requirement for a user to update their own right to work documents as these need to be approved by recruitment. CC: Right to work duristications to be handled by capabilities | Becky Phillips | Ready Only - Right to Work - Primary duristication - Right to Work - Secondary (other) duristications - Submitted Practice Certificate Expiry Date Only | Read, Capability Object, Capability Group Object, Resource Capability Object | Portal | Consultant Profile Management | View key right to work document statuses | Manage core profile data | ||
Need to confirm whether process is needed to validate experience entries (feels low risk / post vetting)? JS: This can be done as part of onboarding. | N/A | Experience Table within Resource on Kimble. | Back Office | Consultant Profile Management | Process Change: Consultant and Recrutimnent teams to start using the "Experience" section of the resource profile to start cataloging experience. | Maintain Role History | |||
JS: Need to define what categories of availability we requre vs available, unavailable. | Calendar Object in Kimble | Back Office - Kimble | Consultant Profile Management | Ability to: - Categorise different types of availbility - Build reports against this | Maintain availability | ||||
JS: For Phase 1 We should link into Kenexa application page that needs to be built seperately. | N/A - Outside of Salesforce / Kimble | N/A - Outside of Salesforce / Kimble | Portal | Opportunity Broadcast | Portal Requriement: The ability for a Consultant Lawyer to refer a co worker to the Peerpoint Platform. | Referral / Recomendation Mechanism | |||
JS: Suggest we descope as there are very few documents that need to be uploaded regularly (only practice certificate & CV). | Becky Phillips | Read Only: - Resource Object | N/A | Consultant Profile Management | Portal Requirement: The ability for a Consultant to submit documents to Peerpoint via the Portal. E.g. Pracitce Certificate | Key document upload – practising certificate, right to work etc | |||
Requirement to start using resource scheduling, making availability report redundant? Back office req? JS: Need to validate what insight we are capturing around availbility. | Becky Phillips | Read Only - Day | Activity Period Assignments / Resource Scheduler? | Portal | Consultant Profile Management | Ability to mark consultant as unavailable at a day level. (Note will need a good UI design to make marking long unavailability easier) | Maintain availability | ||
JS: Need to consider how we track how we track the history of being shortlisted. | Read Only: Within the Proposal Object create: - Opportunity Title - Opportunity Summary - Day Rate range - Start Date When a consultant expresses an interest, they are added to the added to the proposal object as a resource | Read Only: - Proposal Object | Portal | Opportunity Broadcast | Portal Requirement: The ability for a Consultant Lawyer to view a published opportunity within the portal. | Expression of interest Mechansim | |||
Becky Phillips | Read Only - Capability name [resource capability / capbility group] | Create, Read, Update, Delete Resource capabilities | Portal | Consultant Profile Management | View & edit self assigned capabilities | Manage skills | |||
Portal | Engagement Administration | TBC | Submit Invoices |
OTHERS
Requirements V2BriefNotesQuestions