Client Meeting Notes January 21, 2022 - tempus-app/wiki GitHub Wiki

🗓️ Date

January 21th, 2022 at 5:30 PM

⏰ Duration

1.5 hours

😀 Participants

Member Name Is Present
Gabriel Granata ✔
Aman Riat ✔
Afrah Ali ✔
Mustafa Ali ✔
Ruwani De Alwis ✔
Georges Chamoun ✔
JK Alam ✔
Amit Chawla ✔

🎯 Goals

  • Understand and discuss general overview of application

📓 Discussion Topics

  • General Overview

    • CAL & Associates are approached by a client that has a project and they need resources to build said project
    • CAL & Associates check their repository of applicants to see if anyone has the appropriate skills and contract them for the project
    • To get these applicants, they need an onboarding system to enroll them to the CAL & Associates workspace
    • These applicants further have to have their hours tracked so CAL & Associates can properly bill their clients for the work done
      • Done through a time tracking/timesheet system

  • Onboarding System (Phase 1)

    • A business owner will send a link to an applicant that allows them to register a profile to the onboarding system
    • Here they will upload a resume and that resume will be parsed by the system
      • The original and parsed resume are saved
      • The parsed resume will filter sections such as Education, Skills, Experience, etc into a standarized format so that applicants can easily be matched to clients
    • Only those applicants who are matched with clients will be given access to the workspace (an office 365 email will be setup for them)
    • Accepted applicants will also then get access to the timesheet application

  • Timesheet System (Phase 2)

    • Less thoroughly discussed as this will be the second stage of development after the onboarding system
    • Here business owners can track contractors and the timesheets they submit
    • Business owners can track stuff such as billable hours, non-billable hours
    • Overtime tracking
      • Holidays hours per region and multiple holiday calendars
    • Reporting tools such as cost and billing reports
      • Costing at user level and project level
    • Time sheets
      • Notify if time sheet is late
      • Lock modification of past time sheets past certain time frame
      • Catch weird inputs
    • User based functionality
      • Client
        • View time sheets
      • Users
        • Submit time sheet and review their own time sheets
      • Supervisors
        • Submit time sheets and approve other time sheets

🎥 Action Items

  1. Create defined requirements
  2. Present Project Roadmap and Architecture