---
phase: 05-employee-design
plan: 03
type: execute
wave: 3
depends_on: ["05-02"]
files_modified: []
autonomous: false
requirements: [EMPL-01, EMPL-02, EMPL-03, EMPL-04, EMPL-05]

must_haves:
  truths:
    - "All three creation paths work end-to-end"
    - "Template-deployed agents respond in channels"
    - "Wizard-created agents are editable in Agent Designer"
  artifacts: []
  key_links: []
---

<objective>
Human verification of all three employee creation paths: template deployment, guided wizard, and Advanced Agent Designer.

Purpose: Confirm that the complete Employee Design feature works visually and functionally before marking Phase 5 complete.
Output: Human approval or issue list for gap closure.
</objective>

<execution_context>
@/home/adelorenzo/.claude/get-shit-done/workflows/execute-plan.md
@/home/adelorenzo/.claude/get-shit-done/templates/summary.md
</execution_context>

<context>
@.planning/PROJECT.md
@.planning/ROADMAP.md
@.planning/phases/05-employee-design/05-CONTEXT.md
@.planning/phases/05-employee-design/05-01-SUMMARY.md
@.planning/phases/05-employee-design/05-02-SUMMARY.md
</context>

<tasks>

<task type="checkpoint:human-verify" gate="blocking">
  <name>Task 1: Verify all three employee creation paths</name>
  <files></files>
  <action>
    Human verifies the complete three-path AI employee creation system: template gallery with one-click deploy, 5-step guided wizard, and Advanced Agent Designer mode.

    Prerequisites: Docker Compose stack running (docker compose up -d), portal at http://localhost:3000, logged in as platform_admin or customer_admin.

    1. **Entry Screen**: Navigate to Employees list, click "New Employee" (or go to /agents/new)
       - Verify three cards appear: Templates (recommended), Guided Setup, Advanced
       - Verify Templates card has emphasis/recommended styling

    2. **Template Path**: Click "Browse Templates"
       - Verify 7 template cards appear in a grid (Customer Support Rep, Sales Assistant, Office Manager, Project Coordinator, Financial Manager, Controller, Accountant)
       - Click "Preview" on Customer Support Rep — verify it shows persona, tools, escalation rules
       - Click "Deploy" on any template — verify agent is created and you are redirected to the agent edit page
       - Verify the deployed agent appears in the Employees list with is_active=true

    3. **Wizard Path**: Go back to /agents/new, click "Start Setup"
       - Step 1 (Role): Enter name and role title, click Next
       - Step 2 (Persona): Enter a persona description, click Next
       - Step 3 (Tools): Select one or more tools, click Next
       - Step 4 (Channels): Verify connected channels are shown (or empty state message), click Next
       - Step 5 (Escalation): Add an escalation rule, click Next
       - Review: Verify all entered data is displayed in summary, system prompt is NOT shown
       - Click "Deploy Employee" — verify agent is created and redirected to edit page
       - Open the agent in Agent Designer — verify system_prompt was auto-generated (contains AI transparency clause)

    4. **Advanced Path**: Go back to /agents/new, click "Open Designer"
       - Verify the full Agent Designer form appears (same as before Phase 5)
       - All fields editable including system_prompt

    5. **RBAC**: Log in as customer_operator
       - Verify "New Employee" button is NOT visible or routes to 403
       - Verify /agents/new entry screen is not accessible to operators
  </action>
  <verify>Human approval</verify>
  <done>Human confirms all three creation paths work correctly, RBAC enforced, system prompt auto-generated properly</done>
</task>

</tasks>

<verification>
Human confirms all three creation paths work visually and functionally.
</verification>

<success_criteria>
- Human approves all three paths (template, wizard, advanced)
- Template deploy creates working agent
- Wizard generates correct system prompt
- RBAC prevents operator access to creation paths
</success_criteria>

<output>
After completion, create `.planning/phases/05-employee-design/05-03-SUMMARY.md`
</output>