docs: add Phase 5 — Employee Design wizard and agent templates

.planning/REQUIREMENTS.md

@@ -56,6 +56,14 @@ Requirements for beta-ready release. Each maps to roadmap phases.
 - [x] **RBAC-05**: Portal navigation, pages, and UI elements adapt based on user role (platform admin sees tenant picker, customer admin sees their tenant, operator sees read-only views)
 - [x] **RBAC-06**: API endpoints enforce role-based authorization — unauthorized actions return 403 Forbidden, not just hidden UI
 
+### Employee Design
+
+- [ ] **EMPL-01**: Multi-step wizard guides user through AI employee creation (role definition, persona, tools, channels, escalation rules) without requiring knowledge of system prompt format
+- [ ] **EMPL-02**: Pre-built agent templates (e.g., Customer Support Rep, Sales Assistant, Office Manager) available for one-click deployment with sensible defaults
+- [ ] **EMPL-03**: Template-deployed agents are immediately functional — respond in connected channels with the template's persona, tools, and escalation rules
+- [ ] **EMPL-04**: Wizard and templates accessible to platform admins and customer admins (RBAC-enforced, not operators)
+- [ ] **EMPL-05**: Agents created via wizard or template appear in Agent Designer for further customization
+
 ## v2 Requirements
 
 Deferred to future release. Tracked but not in current roadmap.
@@ -135,12 +143,16 @@ Which phases cover which requirements. Updated during roadmap creation.
 | RBAC-04 | Phase 4 | Complete |
 | RBAC-05 | Phase 4 | Complete |
 | RBAC-06 | Phase 4 | Complete |
+| EMPL-01 | Phase 5 | Pending |
+| EMPL-02 | Phase 5 | Pending |
+| EMPL-03 | Phase 5 | Pending |
+| EMPL-04 | Phase 5 | Pending |
+| EMPL-05 | Phase 5 | Pending |
 
 **Coverage:**
 - v1 requirements: 25 total (all complete)
-- RBAC requirements: 6 total (Phase 4)
-- Mapped to phases: 25
-- Unmapped: 0
+- RBAC requirements: 6 total (Phase 4, all complete)
+- Employee Design requirements: 5 total (Phase 5)
 
 ---
 *Requirements defined: 2026-03-23*