ATLAS
Team HR Portal

HR management — employee directory, terminations, compliance documents, onboarding status.

1 Dashboard
2 Directory
3 Employee Detail
4 Termination
5 Onboarding
6 Compliance
HR Dashboard Planned
Headcount hero, active/terminated/leave counts, recent activity
9:41
Team HR
23
Total Headcount
+2 this month
18
Active
3
Terminated
2
On Leave
Recent Activity
JR
Jake Rivera hired
Lead Technician • Today, 8:15 AM
New Hire
SC
Sarah Chen — I-9 submitted
Office Manager • Yesterday
Document
TM
Tony Martinez terminated
Apprentice • Mar 22
Terminated
KP
Karen Park — on leave
Senior Tech • Mar 20
Leave
Pro Tip:Keep compliance documents current. Expired certifications can halt active jobs and trigger insurance gaps that affect your bidding eligibility.
Employee Directory Planned
Search, employee cards with avatars, role, status pills, filter tabs
9:41
Directory
Search by name, role, or ID...
All (23)
Active (18)
On Leave (2)
Terminated (3)
JR
Jake Rivera
Lead Technician • Since Jan 2024
Active
SC
Sarah Chen
Office Manager • Since Mar 2023
Active
TM
Tony Martinez
Apprentice • Sep 2025 – Mar 2026
Terminated
KP
Karen Park
Senior Technician • Since Jun 2022
On Leave
RL
Ryan Lee
Estimator • Since Nov 2024
Active
Employee Detail Planned
Profile card, documents checklist, certifications, emergency contact
9:41
Jake Rivera
JR
Jake Rivera
Lead Technician
Hired: Jan 15, 2024 • ID: EMP-0042
Active
Documents
W-4 Federal Withholding
I-9 Employment Verification
Direct Deposit Authorization
NC State Withholding (NC-4)
Non-Compete Agreement
Certifications
IICRC — Water Restoration
Expires: Dec 2027
Valid
EPA Lead-Safe — RRP
Expires: Apr 2026
Expiring
Emergency Contact
Name
Maria Rivera (Spouse)
Phone
(704) 555-0199
Termination Flow Planned
Reason selector, final pay, equipment return checklist, exit interview
9:41
Terminate Employee
TM
Tony Martinez
Apprentice • Since Sep 2025
Final Pay
Hours Worked (Final Period) 32.5 hrs
Hourly Rate $18.00/hr
Accrued PTO (16 hrs) $288.00
Total Final Pay $873.00
Equipment Return
Company Vehicle Keys
Tablet / Mobile Device
Uniform & Safety Gear
Company Credit Card
Warning:Termination is irreversible once processed. Ensure all equipment is returned and final pay calculations are verified before confirming. NC law requires final paycheck within 24 hours.
Onboarding Tracker Planned
Pipeline stages, employee cards with progress bars
9:41
Onboarding
2
Invited
1
Documents
1
Training
18
Active
In Progress
4 people
JR
Jake Rivera
Lead Tech • Stage: Training
75%
RL
Ryan Lee
Estimator • Stage: Documents
40%
DW
David Walsh
Apprentice • Stage: Invited
10%
MG
Maria Gonzalez
Dispatcher • Stage: Invited
5%
Info:New hires receive automated email reminders every 48 hours until all required documents are submitted. Training modules auto-assign based on role type.
Compliance Documents Planned
Document categories, upload status per employee, bulk reminder
9:41
Compliance
Tax Forms (W-4)
JR
Jake Rivera
Submitted Mar 12
Filed
SC
Sarah Chen
Submitted Feb 28
Filed
RL
Ryan Lee
Not submitted
Missing
Employment Verification (I-9)
JR
Jake Rivera
Verified Mar 14
Verified
SC
Sarah Chen
Verified Mar 1
Verified
RL
Ryan Lee
Pending review
Pending
Certifications
JR
Jake Rivera — IICRC WRT
Expires Dec 2027
Valid
KP
Karen Park — EPA RRP
Expires Apr 2026
Expiring
1 Dashboard & Directory
2 Detail & Documents
3 Termination & Exit
4 Onboarding & Compliance
Dashboard & Directory Planned
9:41
Team HR Portal
23
Total Headcount
18
Active
3
Terminated
Search employees...
JR
Jake Rivera
Lead Tech
Active
SC
Sarah Chen
Office Mgr
Active
KP
Karen Park
Senior Tech
Leave
RL
Ryan Lee
Estimator
Active
Recent Activity
JR
Jake Rivera hired
Lead Tech • Today, 8:15 AM
New Hire
SC
Sarah Chen — I-9 submitted
Office Manager • Yesterday
Document
TM
Tony Martinez terminated
Apprentice • Mar 22
Terminated
Employee Detail & Documents Planned
9:41
Jake Rivera
JR
Jake Rivera
Lead Technician
Hired: Jan 15, 2024
Active
Certifications
IICRC WRT
Exp: Dec 2027
Valid
EPA RRP
Exp: Apr 2026
Expiring
Emergency
Maria Rivera (Spouse)
(704) 555-0199
Documents
W-4 Federal Withholding
I-9 Employment Verification
Direct Deposit Authorization
NC State Withholding (NC-4)
Non-Compete Agreement
Termination & Exit Planned
9:41
Process Termination
TM
Tony Martinez
Apprentice
Final Pay
Hours (32.5 × $18)$585.00
Accrued PTO$288.00
Total$873.00
Equipment Return
Company Vehicle Keys
Tablet / Mobile Device
Uniform & Safety Gear
Company Credit Card
Onboarding & Compliance Planned
9:41
Onboarding & Compliance
Onboarding Pipeline
2
Invited
1
Docs
1
Training
JR
Jake Rivera
Training • 75%
RL
Ryan Lee
Documents • 40%
DW
David Walsh
Invited • 10%
Compliance Status
EmployeeW-4I-9Certs
JR Jake Rivera
SC Sarah Chen
RL Ryan Lee
KP Karen Park
1 Dashboard
2 Directory
3 Terminations
4 Compliance
HR Dashboard Planned
https://app.3bids.io/contractor/hr
3BidsHR Portal
People
Dashboard ⌘1
Directory ⌘2
Onboarding ⌘3
Manage
Terminations ⌘4
Documents ⌘5
Compliance ⌘6
Settings ⌘7
MK
Mike Kowalski
Contractor

HR Dashboard

23 Employees · 2 Pending Onboarding
23
Total Headcount
18
Active
2
On Leave
3
Terminated
Recent Employees
23 total
NameRoleHire DateStatus
JR
Jake Rivera
Lead Technician
Jan 2024
Active
SC
Sarah Chen
Office Manager
Mar 2023
Active
KP
Karen Park
Senior Technician
Jun 2022
On Leave
RL
Ryan Lee
Estimator
Nov 2024
Active
TM
Tony Martinez
Apprentice
Sep 2025
Terminated
Employee Directory Planned
https://app.3bids.io/contractor/hr/directory
3BidsHR Portal
People
Dashboard ⌘1
Directory ⌘2
Onboarding ⌘3
Manage
Terminations ⌘4
Documents ⌘5
Compliance ⌘6
Settings ⌘7
MK
Mike Kowalski
Contractor

Employee Directory

23 Employees
Search by name, role, department...
NameRoleHire DateStatusActions
JR
Jake Rivera
Lead Technician
Jan 15, 2024
Active
SC
Sarah Chen
Office Manager
Mar 3, 2023
Active
KP
Karen Park
Senior Technician
Jun 12, 2022
On Leave
RL
Ryan Lee
Estimator
Nov 8, 2024
Active
TM
Tony Martinez
Apprentice
Sep 1, 2025
Terminated
Termination Center Planned
https://app.3bids.io/contractor/hr/terminations
3BidsHR Portal
People
Dashboard ⌘1
Directory ⌘2
Onboarding ⌘3
Manage
Terminations ⌘4
Documents ⌘5
Compliance ⌘6
Settings ⌘7
MK
Mike Kowalski
Contractor

Termination Center

3 Processed · 1 Pending Equipment
Termination Queue
Last 90 days
EmployeeReasonDateFinal PayEquipment
TM
Tony Martinez
Failed Probation
Mar 22
$873.00
Pending
BH
Brian Hall
Voluntary Resignation
Feb 14
$2,140.00
Returned
LP
Lisa Patel
End of Contract
Jan 31
$1,560.00
Returned
Compliance Matrix Planned
https://app.3bids.io/contractor/hr/compliance
3BidsHR Portal
People
Dashboard ⌘1
Directory ⌘2
Onboarding ⌘3
Manage
Terminations ⌘4
Documents ⌘5
Compliance ⌘6
Settings ⌘7
MK
Mike Kowalski
Contractor

Compliance Matrix

4 Missing · 3 Expiring Soon
Employee × Document Matrix
EmployeeW-4I-9ContractCertsDirect Dep.
JR
Jake Rivera
SC
Sarah Chen
KP
Karen Park
RL
Ryan Lee
TM
Tony Martinez

Data Architecture

Team HR module — employee directory, onboarding pipeline, termination workflow, and compliance document tracking.

Source Files

app/(contractor)/hr/index.tsx
HR dashboard with headcount hero, status counts, recent activity feed
Component
app/(contractor)/hr/directory.tsx
Searchable employee directory with filter tabs, avatar cards
Component
app/(contractor)/hr/[id].tsx
Employee detail: profile, documents checklist, certs, emergency contact
Component
app/(contractor)/hr/terminate.tsx
Termination flow: reason, final pay calc, equipment return, exit notes
Component
app/(contractor)/hr/onboarding.tsx
Onboarding pipeline tracker with stage cards and progress bars
Component
app/(contractor)/hr/compliance.tsx
Compliance matrix: employee × document grid with status icons
Component

Convex Queries

teamMembers.list
All team members with status filter (active, terminated, on_leave)
Query
teamMembers.getById
Single employee with profile, documents, certifications, emergency contact
Query
teamMembers.dashboardStats
Headcount totals by status, recent activity feed, onboarding pipeline counts
Query
teamCompliance.matrix
Employee × document compliance grid with expiry warnings
Query

Convex Mutations

teamMembers.create
Add employee with role, start date, pay rate. Triggers onboarding pipeline.
Mutation
teamMembers.terminate
Process termination: reason, final pay, equipment checklist. Enforces NC 24-hr pay rule.
Mutation
teamMembers.updateOnboardingStage
Advance onboarding: invited → documents → training → active
Mutation
teamCompliance.uploadDocument
Upload W-4, I-9, contracts, certs. Auto-validates expiry dates.
Mutation
teamCompliance.sendReminder
Bulk or individual email reminders for missing/expiring documents.
Mutation

Employee Status Flow

invited
documents
training
active
terminated
Branch: active on_leave active

Key Design Decisions

Two-Letter Avatar System

All employees use first+last initial avatars (JR, SC, TM) in terracotta circles. Terminated employees get error-red backgrounds. Consistent with 3Bids avatar system across all modules.

Compliance-First Design

Document status uses traffic-light icons: green check (filed), yellow alert (expiring/pending), red close (missing), gray minus (N/A). Matrix view gives instant overview across all employees.

Termination Guardrails

Termination flow requires reason selection, equipment return verification, and final pay calculation before processing. NC labor law requires final paycheck within 24 hours of termination.

Pipeline Onboarding

Four-stage pipeline (Invited → Documents → Training → Active) with progress bars. Auto-reminders every 48 hours for pending documents. Training modules auto-assign by role.