# RateRight Onboarding Pack — Rivet's Enhanced Specification v2 *Compiled from Michael's voice direction + Kimi research + Rivet analysis* *Date: 2026-02-15 | For Builder review (step 2 of iterative spec process)* --- ## What This Is A portable, branded worker profile that reduces contractor admin to near-zero. Workers fill it out once, save it to their phone, and send it to every contractor they work for. We never touch sensitive data. The document carries our branding — every share is a marketing impression. ## Business Context (From Michael) **The problem:** Labour hire companies have a hidden advantage — zero admin for contractors. They just pay the agency. When contractors hire directly, they must individually onboard each worker into their payroll system (30+ min per worker). **Our solution:** A pre-filled template that cuts onboarding from 30 minutes to 5. Worker gets a professional document they own. Contractor gets everything they need. We get brand exposure on every share. **Revenue model:** RateRight does NOT process payments. We're matching + admin reduction. Contractor pays $50 to find/hire a worker. Payment between contractor and worker happens outside our platform. **Employment reality:** Most workers are on ABN (subcontractor). Some may be TFN (employee) for long-term engagements. We collect both and let the contractor decide the arrangement. --- ## Key Design Decisions (Michael's Direction) | Decision | Reasoning | |----------|-----------| | **Option C (Hybrid template)** | We hold basics, worker fills sensitive fields locally. Zero TFN/bank liability for us. | | **No QR codes on the pack** | Workers view on phone (can't scan own screen). Contractors process digitally (clickable link better). QR codes for marketing materials elsewhere. | | **Clickable link in footer** | "Powered by RateRight — rateright.com.au" with clickable URL. Subtle, professional. | | **Worker saves to phone** | Fill once, reuse everywhere. Even outside our platform. | | **Collect both TFN and ABN** | Worker provides both. Contractor uses whichever fits their arrangement. | | **Worker chooses work type** | "How do you prefer to work?" → ABN path or TFN path. Shows relevant fields. | | **Contractor admin routing** | Ask contractor for admin email during setup. Onboarding pack sent directly to admin, not the supervisor who hired. | | **White card + tickets optional** | Can upload in template. More docs = more professional profile. But not required for signup. | | **Branded template = marketing** | Every share carries our brand. Even off-platform usage advertises RateRight. | --- ## What We Store vs What We Don't ### WE STORE (on our servers): - Name, phone, email, address - Trade(s) + years of experience - ABN (for matching and pack pre-fill) - Location/suburb (for proximity matching) - White card scans, ticket uploads (optional) - Profile completion status - Pack generation analytics ### WE NEVER STORE: - TFN (Tax File Number) - Bank details (BSB, account number) - Superannuation fund details - Emergency contact info **Why this matters:** No TFN = no TFN Guidelines compliance. No bank details = no Notifiable Data Breach liability for financial info. Our privacy policy becomes dramatically simpler and our liability is minimal. --- ## User Flows ### Worker Signup (Fast — under 2 minutes) 1. Email + password + phone (mandatory — AU format) 2. Show/hide password toggle + confirm password field 3. Name, trade, experience, suburb 4. Done → matched immediately ### Profile Completion (Optional, increases hire rate) 1. Upload white card photo 2. Upload trade tickets/licenses 3. Add ABN 4. Profile strength indicator ("Complete your profile to get more jobs") ### Onboarding Pack Generation 1. Worker taps "Create Onboarding Pack" 2. Chooses work type: **ABN** or **TFN** 3. System pre-fills: name, phone, email, address, trade, ABN, uploaded docs 4. **ABN path:** Worker fills in bank details locally on their device 5. **TFN path:** Worker fills in TFN, super fund, bank details locally 6. Both paths: Emergency contact (blank field to fill) 7. PDF generated CLIENT-SIDE (sensitive data never hits our server) 8. Worker downloads/saves to phone 9. Worker sends to contractor's admin email (or shares however they want) ### Contractor Admin Routing (NEW — Michael's idea) 1. During contractor signup: "Where should worker details be sent?" → admin email field 2. Optional: multiple contacts (accounts@, safety@, etc.) 3. When hire is confirmed: - Worker gets notification: "Generate your onboarding pack for [Contractor Name]" - Pack can be sent directly to contractor's admin email - Supervisor's job is done — they found the worker, everything else is automated --- ## PDF Template Design ``` ┌─────────────────────────────────────────────────────────────┐ │ │ │ WORKER ONBOARDING PACK │ │ [Worker Full Name] │ │ Generated: [Date] │ │ │ ├─────────────────────────────────────────────────────────────┤ │ │ │ 1. PERSONAL DETAILS │ │ Name: [Pre-filled] │ │ Phone: [Pre-filled] │ │ Email: [Pre-filled] │ │ Address: [Pre-filled] │ │ │ │ 2. TRADE INFORMATION │ │ Primary Trade: [Pre-filled] │ │ Experience: [X] years │ │ ABN: [Pre-filled] │ │ │ │ 3. QUALIFICATIONS │ │ ✓ White Card — [Number] — Exp: [Date] │ │ ✓ [Other tickets/licenses] │ │ (Document copies attached) │ │ │ │ 4. PAYMENT DETAILS (completed by worker) │ │ [ABN path] │ │ Bank: [Worker fills locally] │ │ BSB: [Worker fills locally] │ │ Account: [Worker fills locally] │ │ │ │ [TFN path — if applicable] │ │ TFN: [Worker fills locally] │ │ Super Fund: [Worker fills locally] │ │ Member No: [Worker fills locally] │ │ Bank: [Worker fills locally] │ │ │ │ 5. EMERGENCY CONTACT │ │ Name: [Worker fills locally] │ │ Phone: [Worker fills locally] │ │ Relationship: [Worker fills locally] │ │ │ │ │ │ ───────────────────────────────────────────────────────── │ │ Powered by RateRight — rateright.com.au │ │ │ └─────────────────────────────────────────────────────────────┘ ``` **Design notes:** - Clean, professional, construction-appropriate - A4 portrait, printable at 300 DPI - Subtle RateRight branding in footer (not a billboard) - Clickable link to rateright.com.au (works in digital PDF) - NO QR code (Michael's decision — digital-first document) - Attached document copies (white card, tickets) as additional pages --- ## Contractor-Side Features ### Admin Contact Setup - During contractor profile: "Admin email for worker onboarding" - Optional secondary contact for safety/induction docs - Toggleable: "Auto-send onboarding packs to admin on hire" ### Hire Flow Enhancement 1. Supervisor finds worker → taps "Hire" 2. Worker notified → generates/sends onboarding pack 3. Pack delivered to contractor's admin email automatically 4. Supervisor's involvement: done after step 1 ### Repeat Hire - If contractor has hired this worker before: "Hire Again" one-tap - No onboarding pack needed (admin already has their details) - Fastest possible path: find → hire → done --- ## Technical Implementation Notes ### Client-Side PDF Generation - Use `jsPDF` or `pdf-lib` for browser-based generation - Sensitive fields filled in-browser, rendered to PDF locally - PDF never passes through our server - Worker can save/share directly from device ### Document Uploads - White card + ticket images stored in Supabase Storage (encrypted at rest) - Attached to PDF as additional pages when generating pack - Max file size: 5MB per document - Accepted formats: JPG, PNG, PDF ### Analytics (What We Track) - Pack generation count per worker - Download/share events (not content) - Clickable link engagement (UTM tagged) - Profile completion funnel metrics ### Privacy Policy Implications - Dramatically simpler than Option A - We hold: name, phone, email, trade, ABN, document scans - We don't hold: TFN, bank, super, emergency contacts - Consent: worker agrees to share profile data with hiring contractors - Disclaimer in pack: "Employment arrangement is between worker and contractor" --- ## Seamless Flow Ideas (For Builder to Evaluate) These are additional friction-reduction features ranked by impact. Builder should assess technical feasibility against the current codebase: 1. **One-Click Rehire** — Pre-populate everything for repeat hires. "Hire Again" button. 2. **Smart Notifications** — SMS reminders at T-24h, T-2h, T-30min. "I'm on my way" confirmation. 3. **ABN Auto-Lookup** — Verify ABN against ATO register automatically during profile setup. 4. **Availability Calendar** — Workers set availability, contractors see who's free before posting. 5. **No-Show Auto-Backup** — If worker doesn't confirm arrival, auto-offer to next qualified worker. 6. **Xero/MYOB Integration** — Auto-generate invoices, sync payments. Long-term, high impact. 7. **Digital Timesheets** — Clock in/out with location verification. Contractor approves with one tap. --- ## What Builder Should Do 1. **Review this spec against the actual codebase** — What already exists? What's easy to add? What's hard? 2. **Identify gaps** — What did we miss technically? Edge cases? Mobile browser limitations? 3. **Propose implementation phases** — What's MVP (can build this week) vs what's Phase 2? 4. **Add your own ideas** — What would make this better from a technical perspective? 5. **Push back on anything** — If something is overengineered or unnecessary, say so. 6. **Return enhanced spec to Rivet** — I'll compile the final draft for Michael. --- ## Open Questions for Builder 1. Does the current profile schema support these fields, or do we need migrations? 2. Client-side PDF generation — any concerns with mobile browser compatibility? 3. Document storage — are we already using Supabase Storage? Bucket setup needed? 4. Email sending — can we auto-send the pack to contractor admin email? What email service? 5. What's the fastest path to a working prototype of the PDF generator? --- *This is Rivet's enhanced spec (step 2). Builder reviews and adds technical perspective (step 3). Rivet compiles final draft (step 4). Michael approves.*