nas-hr

NAS HRMS — Performance Module Skill

When this skill is invoked, do the following in order without asking the user anything first:

1. Print the static briefing below
2. Print the implementation starting point
3. Print ready state
4. Wait for user's instruction

---

1. Static Briefing

Project Overview

Angular 17 HRMS (NAS design system, PrimeNG, color #0c2427). Production app. Mobile app is native (not Flutter).

• HR → web dashboard only — configures, approves, monitors everything
• Managers → native mobile app — rates team, sends recognition, manages PIPs
• Employees → native mobile app — attendance, appraisals, KPIs, peer recognition

Project path: /Users/krim/Downloads/HR-front-end-Development 2/src/app/newTheme/features/

---

What's Already Built

Appraisal (manage-performance/) — 19 components

What	Detail
Question Sets	Reusable sets of typed questions: Rating, Yes/No, Short Answer, Multiple Choice
Templates	Wire question sets into a named template
Run Appraisal	HR assigns template to departments → manager rates employees on mobile → employee accepts or rejects
Flow type	Manager-review only (not self or peer yet)
Routing	Appraisals → Details → Department → Employee Questions/Scoring

Key models: models/appraisals.interface.ts, models/question.model.ts Key services: services/performance.service.ts, services/appraisal-template.service.ts, services/question-set.service.ts

KPI Plans (manage-kpi-plans/) — 8 components

What	Detail
OKR Library	High-level objectives: Business Sustainability, Growth, etc.
KPI Library	Name, unit, type (Quantitative or Qualitative)
KPI Plans	Wire OKRs → assign KPIs to OKRs → set weight, cap, gate per KPI item
KPI Assignments	Assign plan to employees — includes bonusAmount field
Achievement Entry	Record achieved values per review period
Analytics screen	Exists — details TBD

Key models: models/kpi-plan.interface.ts, models/kpi-definition.interface.ts Key services: services/kpi-plan.service.ts, services/kpi-assignment.service.ts, services/kpi-achievement.service.ts

Important: bonusAmount on KpiAssignment is intentionally separate from the Rewards module. KPI payouts and Rewards bonuses are independent systems — do not merge them.

Rewards — Tier 2 & Tier 3 (Already Built)

Tier	Type	Who	Flow
Tier 2	Manager bonus / award	Manager → Employee	Manager sends from mobile directly
Tier 3	Monetary award with approval	Manager nominates → HR approves	Mobile nomination → dashboard approval → payroll line item

---

Rewards — Tier 1: Peer-to-Peer Badges (FULLY DESIGNED — TO BUILD)

This is the only remaining gap in the Rewards cycle. Tiers 2 & 3 are built. Tier 1 closes the full recognition loop by enabling any employee to recognize any colleague — not just top-down.

The Endorsement Model

Peer-to-peer works on an endorsement threshold — not a simple one-tap badge send.

• Any employee can endorse any colleague for a badge type
• When a colleague reaches 50 endorsements for a specific badge type AND endorsements came from at least N different departments (HR sets N, default = 3) → the badge is officially earned
• One person can endorse a colleague once per badge type only (no duplicates)
• Each employee has a monthly send limit (HR sets, default = 10 endorsements/month)
• Employees cannot endorse themselves

Privacy Rules — Who Sees X/50 Progress

Role	Can see progress counter (X/50)?
The employee themselves	✅ Own profile only
Their direct manager	✅ Team view (supervisory access)
HR	✅ Dashboard (admin access)
Any other colleague / peer	❌ Never

The progress counter is never shown in the social feed. The feed shows individual endorsement actions only.

What Happens When Badge is Earned

• Badge permanently pinned to employee profile
• Featured post on Recognition Wall: "Sara just earned the Team Player badge!"
• Push notification sent to employee
• Optional company-wide announcement (HR controls this setting)

Social Feed — Recognition Wall

• Every endorsement action creates a post in the feed (sender + recipient + badge type)
• Earned badge events get a featured/highlighted post
• Visible to everyone (mobile + dashboard)
• HR can: pin, hide, or flag any post
• Progress counters (X/50) are never shown in the feed

Performance Score Integration

Every endorsement received counts toward the Recognition Score — not just earned badges. Earning a badge is a social achievement (profile pin, wall post, notification) separate from scoring.

1 endorsement received = 1 point (simple, no multipliers)

Example:
  50 endorsements for Team Player   = 50 pts
  30 endorsements for Super Growth  = 30 pts
  Total points                      = 80 pts

Recognition Score = (total points / maxRecognitionPoints) × 10%
  e.g. (80 / 500) × 10% = 1.6% of overall score

Overall Performance Score (HR sets weights):
  Appraisal Score     50%
  KPI Achievement     40%
  Recognition Score   10%   ← peer-to-peer feeds here

Key rules:

• 1 endorsement = 1 point, regardless of badge type or weight
• Badge weight (1–10) is for HR catalog ranking/display only — NOT a points multiplier
• Collecting points WITHOUT earning any badge is normal and valid
• Earning a badge does NOT add bonus points — social milestone only (profile pin, wall post, notification)
• No multipliers of any kind
• maxRecognitionPoints is configured by HR in RecognitionSettings

---

Data Model — HR Inputs (Dashboard)

Entity 1: BadgeType

Field	Type	Notes
name	text	e.g., "Team Player"
nameAr	text	Arabic name
description	text	What this badge means
icon	image upload	Badge icon
weight	number (1–10)	Points value — feeds recognition score
endorsementThreshold	number	HR sets per badge — how many endorsements are needed to officially earn it (no system default)
isActive	boolean	Active / archived

Entity 2: RecognitionSettings (one global record)

Field	Type	Notes
minDepartmentsRequired	number	HR sets — minimum departments that must contribute endorsements to earn a badge
monthlyEndorsementLimit	number	HR sets — maximum endorsements an employee can send per calendar month
maxRecognitionPoints	number	HR sets — points ceiling for full 10% score. Formula: (total pts / max pts) × 10%
earnedBadgeWeightInScore	number %	Default 10% of overall performance
announceOnEarn	boolean	Company-wide post on badge earn
featureEnabled	boolean	On/Off switch

Recognition Wall moderation inputs:

• Filter: department, badge type, date range
• Actions: pin / hide (+ optional reason) / flag (dropdown: Inappropriate / Spam / Other)

HR does NOT manually grant badges — pure peer-to-peer only, no bypassing the threshold.

---

Data Model — Manager Inputs (Mobile)

Send Endorsement (only form the manager fills):

Field	Type	Notes
recipientEmployeeId	select / search	Any employee in the company
badgeTypeId	select	From HR's active badge catalog
message	text (optional)	Max 200 chars

System auto-fills: senderId, senderDepartmentId, createdAt

Team view (read + filter only):

• Filters: period (month/quarter), employee, badge type
• Sees per team member: earned badges, endorsements received, X/50 progress per badge, which departments endorsed so far, endorsements sent this period

---

Data Model — Employee Inputs (Mobile)

Send Endorsement (identical fields to manager):

Field	Type	Notes
recipientEmployeeId	select / search	Any colleague (any dept)
badgeTypeId	select	From HR's active badge catalog
message	text (optional)	Max 200 chars

Own profile (read-only, private):

• Earned badges (name + date earned + endorsement count + dept count)
• In-progress badges with X/50 counter (private — only they see this)
• Which departments have endorsed so far (without specific names)
• Endorsements sent this month vs. monthly limit

Recognition Feed (read-only):

• All endorsement posts (sender + recipient + badge)
• Earned badge announcements
• Cannot see anyone else's X/50 progress

---

Full Role-Permission Summary

Entity	HR	Manager	Employee
BadgeType	✅ Creates & manages	❌	❌
RecognitionSettings	✅ Configures	❌	❌
Endorsement	✅ Reads all	✅ Sends + reads team	✅ Sends + reads own
X/50 progress	✅ Sees all	✅ Direct reports only	✅ Own only
Recognition Wall	✅ Reads + moderates	✅ Reads	✅ Reads
Analytics	✅ Full company	✅ Team only	❌

---

360-Degree Feedback — Fully Designed

Core Concept

Not a new module — an upgrade to the existing appraisal template system. Backwards compatible: if only Manager rater type is checked, it behaves exactly like the current appraisal.

Template Level — New Fields (Step 1 before adding questions)

New Field	Type	Notes
raterTypes	checkboxes	Manager / Self / Peer / Upward
maxPeerNominations	number	Max peers employee can suggest (default 3)
peerSelectionDeadlineDays	number	Days after launch for peer selection

Question Level — New Field (added to existing Question model)

Each question gets a visibilityType enum:

Value	Meaning
both_sides	Reviewer AND employee both answer this question
reviewee_only_visible	Employee answers — reviewer can see the answer
reviewee_only_hidden	Employee answers — reviewer cannot see the answer
reviewer_only_visible	Reviewer answers — employee can see the answer
reviewer_only_hidden	Reviewer answers — employee cannot see the answer

Reference: Teamflect question-set model (confirmed by user as the right approach).

Appraisal Run — New Fields

New Field	Type	Notes
peerSelectionDeadline	date	Deadline for peer nominations
submissionDeadline	date	Deadline for all reviewers to submit
managerScoreWeight	number %	e.g., 50%
selfScoreWeight	number %	e.g., 20%
peerScoreWeight	number %	e.g., 30%
Upward score	—	Informational only — not included in employee's final score

Workflow — 6 Statuses

Draft → Active → Peer Selection → Collection → Calibration → Closed

• Draft: HR creates template + appraisal run, sets deadlines
• Active: All parties notified (push). Manager rates employees. Employees start self-assessment.
• Peer Selection: Employee suggests up to 3 peers on mobile → manager approves/modifies
• Collection: All parties submit forms. HR sees real-time completion per reviewer.
• Calibration: Manager reviews aggregated scores, adds calibration notes, can adjust final score
• Closed: Final report published, scores locked. Employee receives result on mobile.

Peer Selection Flow

• Employee nominates up to maxPeerNominations colleagues (any dept)
• Manager approves / modifies the list
• System sends push notification to approved peers
• Peer responses are anonymous to the reviewed employee (names visible to manager + HR only)

Visibility Rules — Who Sees What

Data	Employee	Manager	HR
Own self-assessment	✅	✅	✅
Manager score	✅ (after closed)	✅	✅
Peer scores — aggregated	✅ no names	✅ with names	✅
Individual peer responses	❌	✅	✅
Upward scores (employee rates manager)	❌	❌ aggregated only	✅
Final weighted score	✅	✅	✅

Data Inputs Per Role

HR (Dashboard): Template rater types + question visibilityType + appraisal run weights + deadlines + completion monitoring Manager (Mobile): Rate employees (existing) + approve peer list + calibration notes + optional score override Employee (Mobile): Self-assessment form + nominate peers + fill peer feedback form (when nominated) + upward review (if enabled)

Role-Permission Table

Action	HR	Manager	Employee
Create template + enable rater types	✅	❌	❌
Set score weights	✅	❌	❌
Rate employee	❌	✅	❌
Self-assessment	❌	❌	✅
Nominate peers (suggests)	❌	❌	✅
Approve peer list	❌	✅	❌
Fill peer feedback	❌	❌	✅ (when nominated)
Upward review	❌	❌	✅ (if template enables it)
Calibration + publish	❌	✅	❌
See final results	✅ Full	✅ Team	✅ Own only

---

Module Roadmap — Full Scope

Priority	Module	Status	Notes
🔴 Phase 1	Rewards — Peer-to-Peer Badges	✅ Designed, ready to build	See full design above
🔴 Phase 1	360-Degree Feedback	✅ Designed, ready to build	See full design above
⏸ Deferred	Calibration	📋 Next phase	Needs 360 data flowing first
⏸ Deferred	Performance Improvement Plan (PIP)	📋 Next phase	Needs calibration data
⏸ Future	Succession Planning	📋 Future	Needs all modules running
⏸ Future	Competency Framework	📋 Future	Needs all modules running

---

Integration Points

From	To	What flows
Peer-to-Peer Badges	Performance Score	Earned badge weight → Recognition Score (10% of overall)
KPI Achievement	Performance Score	KPI score → 40% of overall
Appraisal / 360	Performance Score	Appraisal score → 50% of overall
Performance Score	Calibration	Feeds Performance axis of 9-box grid
Calibration	Succession Planning	Star Performer + High Potential → talent pool
Performance Score (low)	PIP Trigger	Below threshold → PIP can be created
Rewards Tier 3 (monetary)	payroll-v3	Approved bonus → additional salary line item

---

Mobile App Design — Peer-to-Peer Badges (Session 2026-05-19)

Recognition Wall Screen

• Screen title: "Peer Recognition Wall"
• Two tabs:
  • Tab 1: "All Peer Recognitions" — community feed (default)
  • Tab 2: "My Details" — personal stats (not yet designed)
• Filter chips: All · My Team · [Department names] — no "Earned" chip (the ★ Earned pill on cards handles that distinction)
• FAB (+): Bottom right — triggers Send Endorsement 3-step bottom sheet
• No points/score in header — personal score only visible inside My Details tab

Feed — Earned Badge Post Card (designed ✅)

Element	Content
Top row	★ Earned pill (green) + timestamp
Content	Badge icon + employee photo + name (truncated with ...)
Sub-line	Badge name (teal/brand color)
Stats	"X endorsements · Y departments"
Quote	Auto-generated text based on endorsement data
Bottom row	"Details →" link + reaction counts (🚀 🔥 ❤️) + ··· menu
··· menu	Employee: Report only · HR: Pin / Hide / Flag

Feed — Regular Endorsement Post Card

⏸ Not yet designed — "Yusuf endorsed Ahmed for Team Player" simplified format

My Details Tab

⏸ Not yet designed — will show: earned badges + in-progress X/50 bars + dept breakdown + monthly send limit

Send Endorsement — 3-Step Bottom Sheet (designed ✅)

Step	Title	Key Content
1	"Who do you want to recognize?"	Employee dropdown (single select) → selected peer card: photo + name + dept + title (no employee ID) · Next disabled until selected
2	"Choose a Badge"	Badge list: icon + name + description + points pill + radio select · Search field at top · Next
3	"Add a Comment"	Summary card: badge icon + "You are endorsing" + employee name + badge name · Optional comment field ("Why do they deserve this badge?") · Submit endorsement

All steps: Step indicator ● ● ○, back arrow on steps 2 & 3, X closes entire sheet Phase 1: Single employee only — no multi-select Self-endorsement: Employee excluded from the list entirely (not shown, not greyed)

---

Design Session Status (as of 2026-05-19)

• ✅ Peer-to-Peer Badges — data model complete + mobile Recognition Wall + Send Endorsement flow designed
• ✅ 360-Degree Feedback — fully designed, data model complete for all 3 roles
• ⏸ Calibration, PIP, Succession, Competency — deferred to next phase
• Phase 1 scope locked: Peer-to-Peer Badges + 360-Degree Feedback only
• Remaining mobile screens to design: Regular endorsement post card · My Details tab · Empty states
• Spec document: docs/superpowers/specs/2026-05-17-performance-module-full-scope.html
• Figma file: https://www.figma.com/design/Zf77LBcrb9Bt61ICdjUZGN/NAS-HR-Dashboard → 🥅 Performance page
• Memory files:
  • ~/.claude/projects/-Users-krim/memory/project_hr_performance_module.md
  • ~/.claude/projects/-Users-krim/memory/project_hr_kpi_plans.md
  • ~/.claude/projects/-Users-krim/memory/project_hr_payroll_v3.md

---

2. Implementation Starting Point

Print this section exactly as-is. No commands to run.

---

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
NAS HR — Current Implementation State
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

BUILT ✅
  Angular Dashboard
  ├── manage-performance/     → Appraisal (19 components)
  ├── manage-kpi-plans/       → KPI Plans (8 components)
  └── payroll-v3/             → Payroll engine

  Rewards
  ├── Tier 2 — Manager bonus       ✅ built
  └── Tier 3 — Monetary + approval ✅ built

DESIGNED — READY TO BUILD 🔴
  Rewards Tier 1 — Peer-to-Peer Badges
  └── Angular Dashboard
      ├── Badge Types management (list + create/edit modal)
      ├── Recognition Settings (global config)
      ├── Recognition Wall moderation (HR view)
      └── Analytics

  360-Degree Feedback
  └── Angular Dashboard
      ├── Template upgrades (rater types + question visibilityType)
      ├── Appraisal Run upgrades (weights + deadlines)
      └── Collection monitoring screen

MOBILE SCREENS (Native app — design in Figma)
  Peer-to-Peer Badges
  ├── Recognition Wall ✅ designed (node 5061-30534)
  │   ├── Tab 1: All Peer Recognitions (feed)
  │   └── Tab 2: My Details (personal stats)
  ├── Send Endorsement — 3-step bottom sheet ✅ designed
  ├── Regular endorsement post card ⏸ not yet designed
  ├── My Details tab ⏸ not yet designed
  └── Empty states ⏸ not yet designed

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
WHAT TO BUILD NEXT (Phase 1 priority order)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

  1. Angular: manage-recognition/ module
     Follow manage-kpi-plans/ pattern exactly:
     models/ → services/ → components/ → popups/

     Start with:
     models/badge-type.interface.ts
     models/recognition-settings.interface.ts
     models/endorsement.interface.ts
     services/badge-type.service.ts
     services/recognition.service.ts
     components/badge-catalog/   (list + create/edit)
     components/recognition-settings/
     components/recognition-wall/  (HR moderation view)

  2. Angular: 360-Degree Feedback upgrades
     Modify existing manage-performance/ — do NOT create new module
     Touch: appraisal-template + question-set + appraisal-run components

  3. Mobile Figma: remaining peer-to-peer screens
     Regular endorsement post card → My Details tab → Empty states
     Figma file: https://www.figma.com/design/Zf77LBcrb9Bt61ICdjUZGN/NAS-HR-Dashboard
     Page: 🥅 Performance

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
KEY PATTERNS TO FOLLOW
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

  Angular module structure  → copy manage-kpi-plans/
  Design system             → NAS design system, PrimeNG, color #0c2427
  List views                → PrimeNG p-table, lazy load, filter toolbar
  Modals/popups             → popups/ subfolder, DynamicDialog
  Services                  → HttpClient + localStorage fallback (POC mode)
  Models                    → interfaces only, no classes

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

---

3. Ready State

Say exactly:

NAS HR ready. Phase 1 scope is locked: Peer-to-Peer Badges + 360-Degree Feedback. Full data models, design decisions, and mobile screens are in the briefing above. Jump straight to implementation — what are you working on?