Annual overview of quarterly deliverables across all teams
| Task | Team | Start | End | Status | Completion |
|---|---|---|---|---|---|
| Worklio - Onboarding Improvements | Builds - GGN | - | - | Completed | 100% |
| Custom Sales Fields | Builds - GGN | - | - | Completed | 100% |
| Backdating Positions | Perf & Tech Debt | - | - | Completed | 100% |
| Training (NOIDA) | Builds - NOIDA | - | - | Training | 100% |
| Training (Support) | Support | - | - | Training | 100% |
| Worklio - Payroll | Builds - GGN | - | - | Completed | 100% |
| Office Override | Builds - GGN | - | - | Completed | 100% |
| New Design System Implementation | Builds - GGN / NOIDA | - | - | Completed | 100% |
| Worklio - PLAID | Builds - GGN | - | - | Completed | 100% |
| Training (BLORE - Group 1) | Builds - BLORE | - | - | Training | 100% |
| Worklio - Reporting | Builds - GGN | - | - | Completed | 100% |
| Support Worklio Implementation | Builds - GGN | - | - | Completed | 100% |
| Manager Override | Builds - GGN | - | - | Completed | 100% |
| Composer 8.1 to 8.3 | Perf & Tech Debt | - | - | Completed | 100% |
| Export Updates | Support | - | - | Completed | 100% |
| New Server Creation - Automation | Perf & Tech Debt | - | - | Completed | 100% |
| Prismatic POC | Integrations | - | - | Completed | 100% |
| Chipr Stack Milestone Split | Builds - GGN | - | - | Completed | 100% |
| Roofing Tiers Schema Updates | Builds - NOIDA | - | - | Completed | 100% |
| New Design System - Improvements | Builds - GGN / NOIDA | - | - | Completed | 100% |
| New Relic Performance Monitoring | Perf & Tech Debt | - | - | Completed | 100% |
| Audit Logs (Spatie) | Perf & Tech Debt | - | - | Completed | 100% |
| Multi-Milestone Override | Builds - GGN | - | - | Completed | 100% |
| LMS Integration into Sequifi | Builds - NOIDA | - | - | Completed | 100% |
| 5 Decimal Update | Builds - NOIDA | - | - | Completed | 100% |
| Everee Config and Feature Flag | Builds - NOIDA / Support | - | - | Completed | 100% |
| 16 Quick Improvements (All Completed) 1. Disabled users still included in hiring export without status indicator 2. Include custom sale values in export 3. Lock the PID on sale page 4. All servers - Add Frontend Validation to Prevent Negative Bonus Values 5. Automatic Pay Period Creation 6. Improved Paystub Delivery 7. Mortgage Commission Update 8. Default Milestone Fields Now Editable Once For New Server 9. Visible to Standard User Now Editable on In-Use Custom Sales Fields 10. Sequifi Payroll - Dual Payroll Processing 11. Quick Edit Commission & Override Amounts in SequiPay Payroll 12. All Servers - Remove Password Protection from GAV Field 13. Post hiring logic implemented for BG check 14. Hide the Tax document section when Everee is not enabled 15. Roofing Company - Turf No-Redline Alignment 16. Worklio Payroll Finalize - Real-Time Progress & Smart Button Messaging | Builds - GGN | - | - | Completed | 100% |
| 2 Quick Improvements (All Completed) 1. Real-Time Sales Job Progress Notifications (Pusher) 2. Fast Initial Server Setup & Auto-Seeding (Sequifi) | Perf & Tech Debt | - | - | Completed | 100% |
| Disabled users still included in hiring export | Builds - GGN | - | - | Completed | 100% |
| Include custom sale values in export | Builds - GGN | - | - | Completed | 100% |
| Lock the PID on sale page | Builds - GGN | - | - | Completed | 100% |
| All servers - Add Frontend Validation | Builds - GGN | - | - | Completed | 100% |
| Automatic Pay Period Creation | Builds - GGN | - | - | Completed | 100% |
| Improved Paystub Delivery | Builds - GGN | - | - | Completed | 100% |
| Mortgage Commission Update | Builds - GGN | - | - | Completed | 100% |
| Default Milestone Fields Now Editable | Builds - GGN | - | - | Completed | 100% |
| Visible to Standard User Now Editable | Builds - GGN | - | - | Completed | 100% |
| Sequifi Payroll - Dual Payroll Processing | Builds - GGN | - | - | Completed | 100% |
| Quick Edit Commission & Override Amounts | Builds - GGN | - | - | Completed | 100% |
| Remove Password Protection from GAV Field | Builds - GGN | - | - | Completed | 100% |
| Post hiring logic for BG check | Builds - GGN | - | - | Completed | 100% |
| Hide Tax document section when Everee not enabled | Builds - GGN | - | - | Completed | 100% |
| Roofing Company - Turf No-Redline Alignment | Builds - GGN | - | - | Completed | 100% |
| Real-Time Sales Job Progress Notifications (Pusher) | Perf & Tech Debt | - | - | Completed | 100% |
| SequiPay Product SKU | Builds - GGN | - | - | Completed | 100% |
| Show only client/API-provided job statuses | Builds - GGN / Integrations | - | - | Completed | 100% |
| Position and Employment Audit History | Perf & Tech Debt | - | - | Completed | 100% |
| No Audit Log or Effective Date Tracking for Position Changes | Perf & Tech Debt | - | - | Completed | 100% |
| Roofing Calculation logic update to mortgage logic | Builds - GGN | - | - | Completed | 100% |
| Additional Offices Effective Dates | Builds - GGN | - | - | Completed | 100% |
| Railway Implementation | Perf & Tech Debt | - | - | Completed | 100% |
| Deductions and Accruals | Builds - GGN | - | - | Completed | 100% |
| Jobber Partnership Integration with SequiPay | Builds - BLORE | Feb 26 | Mar 31 | In Progress | 95% |
| Override Pool Evaluation | Builds - BLORE | Feb 25 | Mar 31 | In Progress | 95% |
| Marketplace API Development | Builds - BLORE | Feb 25 | Mar 31 | Completed | 100% |
| Infrastructure Cost Savings Analysis - SMB | Builds - BLORE | Feb 12 | Mar 31 | In Progress | 50% |
| SequiDocs 3.0 | Builds - BLORE | Feb 3 | Mar 31 | In Progress | 75% |
| Training (BLORE - Group 2) | Builds - BLORE | - | - | Training | 100% |
| Integrations Requests (New & Support) | Integrations | - | - | Completed | 100% |
| Support and Requests | Support | - | - | Completed | 100% |
| Bugs (Support Team) | Support | - | - | Completed | ... |
| Improvement (Support Team) | Support | - | - | Completed | ... |
| Feature (Support Team) | Support | - | - | Completed | ... |
| Request (Support Team) | Support | - | - | Completed | ... |
| Misconfiguration (Support Team) | Support | - | - | Completed | ... |
| Knowledge Gap (Support Team) | Support | - | - | Completed | ... |
| UX Mapping and Improvements | - | - | - | Deferred | - |
| Pending Pay Verification | Builds - NOIDA | - | - | Deferred to Q2 | - |
| PODs Structure - Process and Implementation | - | - | - | Deferred | - |
| Franchise Model | - | - | - | Deferred | - |
| Multi Tenancy | - | - | - | Deferred | - |
| Worklio - Benefits | - | - | - | Deferred | - |
| Worklio - eVerify | - | - | - | Deferred | - |
| Sequifi Mobile App | - | - | - | Deferred | - |
| Task | Team | Start | End | Status | Completion |
|---|---|---|---|---|---|
| Grow Marketing - Custom Config High | Builds - BLORE | Apr 1 | Apr 8 | Completed | 100% |
| Cost Optimization for Sequipay (Primarily Jobber) High | Builds - BLORE | Apr 1 | Apr 30 | In Progress | 90% |
| SequiDocs 3.0 Carryover | Builds - BLORE | Apr 1 | May 6 | In Progress | 80% |
| Jobber Partnership Integration with SequiPay Carryover | Builds - BLORE | Apr 1 | Apr 18May 11 * | In Progress | 95% |
| Override Pool Evaluation Carryover | Builds - BLORE | Apr 1 | Apr 18 | Completed · LIVE | 100% |
| Marketplace API Development Carryover | Builds - BLORE | Apr 1 | Apr 15 | Completed | 100% |
| Infrastructure Cost Savings Analysis - SMB Carryover | Builds - BLORE | - | - | On Hold | 0% |
| Re-order drug test through Turn.ai | Builds - GGN | - | - | Blocked | 0% |
| Importing company tax info mid quarter Critical PRD Pending | Builds - GGN | Apr 22May 6 » | May 18 | Planned | 0% |
| Reporting UX Overhaul High Handover Pending | Builds - GGN | Apr 27May 6 » | May 18 | Planned | 0% |
| Do Not Pay Handover Scheduled | Builds - GGN | Apr 29May 8 » | May 19 | Planned | 0% |
| Termination : Sequifi <> Worklio PRD Pending | Builds - GGN | - | - | Planned | 0% |
| Remove IS Manager dependency | Builds - GGN | - | - | Planned | 0% |
| Plaid Verification - User Onboarding | Builds - GGN | - | - | Planned | 0% |
| Worklio transfers position (1099 to W2) High Hold · Decision Pending | Builds - GGN | Apr 27May 7 » | May 15 | In Progress | 10% |
| Overnight Support | Builds - GGN | Apr 20 | May 15 | Continuous | 30% |
| Worklio New Pay Date API & Sync High | Builds - GGN | - | - | Blocked | 0% |
| Worklio Onboarding Flow change and Edge Cases | Builds - GGN | Apr 7 | Apr 27May 8 * | In Progress | 80% |
| Stack Split Feature | Builds - GGN | Apr 9 | Apr 17 | Completed | 100% |
| Worklio Payroll Processing Updates | Builds - GGN | Apr 1 | Apr 27May 8 * | In Progress | 80% |
| Recalculate on missing functions High | Builds - NOIDA | Apr 7 | Apr 27May 5 * | In Progress | 95% |
| Pending Pay Verification High | Builds - NOIDA | Apr 7 | Apr 24 | Completed | 100% |
| Time/Hours Imports High | Builds - BLORE | Apr 8 | Apr 27May 5 * | In Progress | 90% |
| Worklio Benefits (Full Integration) | Builds - BLORE | Apr 1Apr 27 » | May 31May 20 « | In Progress | 25% |
| Prismatic Integrations | Builds - BLORE | Apr 28 | Continuous | Continuous | 0% |
| Template Based Server Deployment | Perf & Tech Debt | - | - | Planned | 0% |
| Self Serve, Worklio KYC, Auto-Deploy | Perf & Tech Debt | Apr 3 | Apr 24May 5 * | In Progress | 90% |
| Sequifi - Mobile App | Product | Apr 1 | Jun 30 | Completed | 100% |
| Ad-hoc Improvements and Enhancements High 7 / 8 Details here | Builds - GGN | Apr 1 | Jun 30 | In Progress | 88% |
| Ad-hoc Improvements and Enhancements High 4 / 8 Details here | Builds - NOIDA | Apr 1 | Jun 30 | In Progress | 50% |
| Ad-hoc Improvements and Enhancements High 0 / 3 Details here | Builds - BLORE | Apr 1 | Jun 30 | In Progress | 0% |
| Integrations Details here | Integrations - GGN | Apr 1 | Jun 30 | Continuous | 73% |
| Franchise Model Low | Builds - GGN | Apr 1 | May 31 | On Hold | 0% |
| Worklio Time Clock/Attendance Low | Builds - BLORE | - | - | Not Planned | 0% |
| Task | Team | Start | End | Status | Completion |
|---|---|---|---|---|---|
| Tasks will be planned closer to Q3. Check back later. | |||||
| Task | Team | Start | End | Status | Completion |
|---|---|---|---|---|---|
| Tasks will be planned closer to Q4. Check back later. | |||||