245 lines
8.0 KiB
Markdown
245 lines
8.0 KiB
Markdown
# Updated Employee Forms - Figma Design Implementation
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This document describes the complete redesign and enhancement of the employee questionnaire system to match the exact Figma designs and implement the requirements from TODOS.md.
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## 🎨 Design System Implementation
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### Exact Figma Styling
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- **Component Library**: Created precise React components matching Figma designs
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- **Color System**: Updated CSS variables and Tailwind config with exact Figma colors
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- **Typography**: Implemented Neue Montreal and Inter font families per Figma specs
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- **Layout**: Pixel-perfect responsive layouts matching the 1440px design width
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### Key Design Components
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#### `/src/components/figma/FigmaEmployeeForms.tsx`
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Complete component library including:
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- `WelcomeScreen` - Landing page with Auditly branding
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- `SectionIntro` - Section introduction pages with progress indicators
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- `PersonalInfoForm` - Form inputs with exact Figma styling
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- `TextAreaQuestion` - Multi-line text input components
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- `RatingScaleQuestion` - Interactive 1-10 rating scales
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- `YesNoChoice` - Binary choice components
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- `ThankYouPage` - Completion confirmation
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#### Color System Updates
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```css
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/* New Figma Design System Colors */
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--Neutrals-NeutralSlate0 : #FFFFFF;
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--Neutrals-NeutralSlate100 : #F5F5F5;
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--Neutrals-NeutralSlate300 : #D5D7DA;
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--Neutrals-NeutralSlate500 : #717680;
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--Neutrals-NeutralSlate800 : #0A0D12;
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--Neutrals-NeutralSlate950 : #0A0D12;
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--Brand-Orange: #FF6B35;
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--Other-White : #FFFFFF;
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```
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## 🚀 Enhanced Functionality
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### Invite-Based System (No Authentication Required)
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- **Direct Access**: Employees access forms via unique invite codes
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- **Metadata Attachment**: Invite codes contain employee information
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- **Pre-populated Data**: Forms auto-fill with invite metadata
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- **Security**: One-time use invites with validation
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### Company Owner Workflow
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1. **Create Employee Invites**: Generate invites with employee metadata
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2. **Send Invitations**: Share unique URLs with employees
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3. **Track Progress**: Monitor form completion status
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4. **View Reports**: Access AI-generated insights
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### Employee Workflow
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1. **Click Invite Link**: Access form directly (no account needed)
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2. **Complete Assessment**: Step-by-step questionnaire
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3. **Submit Responses**: Automatic processing via cloud functions
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4. **Report Generation**: AI analysis with company context
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## 🔗 Integration Points
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### Cloud Functions Processing
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```typescript
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// Enhanced submission with company context
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const submitResponse = await fetch(`${API_URL}/submitEmployeeAnswers`, {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({
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inviteCode: inviteCode,
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answers: answers,
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orgId: orgId,
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includeCompanyContext: true // Include company Q&A for LLM
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})
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});
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```
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### LLM Enhancement
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- **Company Context**: Include company onboarding questions and answers
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- **Alignment Analysis**: Compare employee responses to company values
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- **Contextual Reports**: Generate reports with company-specific insights
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- **Firestore Storage**: Save reports for dashboard display
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## 📱 User Experience
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### Progressive Disclosure
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- **Welcome Screen**: Friendly introduction with branding
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- **Section Intros**: Clear context for each question category
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- **Progress Indicators**: Visual progress bars and step counters
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- **Skip Options**: Allow users to skip non-critical questions
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### Responsive Design
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- **Mobile-First**: Optimized for all device sizes
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- **Touch-Friendly**: Large buttons and touch targets
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- **Accessibility**: Proper focus states and keyboard navigation
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### Error Handling
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- **Invite Validation**: Clear error messages for invalid/expired invites
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- **Form Validation**: Real-time validation with helpful feedback
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- **Network Issues**: Graceful handling of connectivity problems
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- **Progress Saving**: Automatic form state preservation
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## 🛠 Technical Implementation
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### Route Structure
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```typescript
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// Invite-based (no auth)
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/employee-form/:inviteCode
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/questionnaire/:inviteCode
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// Authenticated (legacy support)
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/employee-questionnaire
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/employee-questionnaire-legacy
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```
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### Component Architecture
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```
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EmployeeQuestionnaireNew.tsx
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├── WelcomeScreen
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├── PersonalInfoForm
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├── SectionIntro (6 sections)
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├── Question Components
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│ ├── TextAreaQuestion
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│ ├── RatingScaleQuestion
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│ └── YesNoChoice
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└── ThankYouPage
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```
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### State Management
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- **Form Data**: Centralized state with TypeScript interfaces
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- **Progress Tracking**: Step-by-step navigation
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- **Error Handling**: Comprehensive error state management
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- **Loading States**: User-friendly loading indicators
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## 📊 Question Categories
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### 1. Personal Information
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- Name, email, company details
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- Pre-populated from invite metadata
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### 2. Role & Responsibilities
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- Current title and department
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- Daily responsibilities
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- Role clarity assessment
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### 3. Output & Accountability
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- Weekly output rating
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- Key deliverables
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- KPIs and reporting structure
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### 4. Team & Collaboration
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- Close collaborators
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- Team communication rating
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- Support assessment
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### 5. Tools & Resources
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- Current tools and software
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- Tool effectiveness rating
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- Missing resources
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### 6. Skills & Development
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- Key skills and strengths
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- Development goals
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- Training awareness
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- Career aspirations
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### 7. Feedback & Improvement
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- Company improvement suggestions
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- Job satisfaction rating
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- Additional feedback
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## 🔐 Security & Privacy
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### Invite Code Security
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- **Unique Generation**: Cryptographically secure invite codes
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- **One-Time Use**: Codes invalidated after submission
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- **Expiration**: Time-based code expiration
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- **Validation**: Server-side invite verification
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### Data Protection
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- **Encryption**: All data encrypted in transit and at rest
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- **Access Control**: Role-based access to reports
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- **Audit Trail**: Complete submission logging
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- **Compliance**: GDPR and privacy regulation adherence
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## 🚀 Deployment & Testing
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### Development Testing
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```bash
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# Start development server
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bun run dev
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# Test invite flow
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http://localhost:5173/#/employee-form/TEST_INVITE_CODE
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# Test authenticated flow
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http://localhost:5173/#/employee-questionnaire
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```
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### Production Deployment
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- **Environment Variables**: Secure API endpoint configuration
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- **CDN Integration**: Optimized asset delivery
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- **Error Monitoring**: Comprehensive error tracking
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- **Performance Monitoring**: Real-time performance metrics
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## 📈 Analytics & Reporting
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### Completion Metrics
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- **Response Rates**: Track invitation to completion rates
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- **Drop-off Analysis**: Identify form abandonment points
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- **Time Analysis**: Monitor completion times
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- **Quality Scores**: Assess response completeness
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### Report Generation
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- **AI Processing**: Cloud function LLM analysis
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- **Company Alignment**: Compare with organizational values
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- **Actionable Insights**: Specific improvement recommendations
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- **Dashboard Integration**: Seamless report display
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## 🔄 Migration Strategy
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### Backwards Compatibility
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- **Legacy Routes**: Maintain existing functionality
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- **Gradual Migration**: Phased rollout approach
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- **Data Consistency**: Ensure data format compatibility
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- **Feature Parity**: All existing features preserved
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### Rollout Plan
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1. **Phase 1**: Deploy new components alongside existing
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2. **Phase 2**: Update invite generation to use new routes
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3. **Phase 3**: Migrate existing authenticated users
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4. **Phase 4**: Deprecate legacy routes
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## 🛡 Error Handling & Recovery
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### Common Error Scenarios
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- **Invalid Invite**: Clear messaging with support contact
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- **Network Issues**: Retry mechanisms with user feedback
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- **Form Validation**: Real-time validation with helpful hints
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- **Submission Failures**: Automatic retry with progress preservation
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### Recovery Mechanisms
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- **Auto-save**: Periodic form state saving
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- **Session Recovery**: Resume from last saved state
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- **Support Integration**: Direct access to help resources
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- **Manual Backup**: Export form data for recovery
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This comprehensive redesign ensures the employee forms system meets all requirements while providing an exceptional user experience that matches the Figma designs exactly. |