---
phase: 05-employee-design
plan: 03
subsystem: ui
tags: [nextjs, react, rbac, agent-templates, wizard, agent-designer]

# Dependency graph
requires:
  - phase: 05-02
    provides: "Three-path entry screen, TemplateGallery, EmployeeWizard, Advanced Agent Designer — complete frontend creation flows"
  - phase: 05-01
    provides: "Template backend API, build_system_prompt, AgentTemplate ORM model, deploy endpoint"
provides:
  - "Human verification that all three employee creation paths work end-to-end"
  - "Confirmation that template-deployed agents appear active and are editable"
  - "Confirmation that wizard-created agents have auto-generated system prompts with AI transparency clause"
  - "Confirmation that customer_operator role cannot access /agents/new (RBAC enforced)"
affects: [employee-management, agent-editing]

# Tech tracking
tech-stack:
  added: []
  patterns:
    - "Human-verify checkpoint used to gate phase completion on visual + functional sign-off"

key-files:
  created: []
  modified: []

key-decisions:
  - "All three creation paths (template, wizard, advanced) confirmed working by human review before Phase 5 marked complete"

patterns-established:
  - "Phase sign-off pattern: human-verify checkpoint as final plan in a phase ensures no functionality ships unverified"

requirements-completed: [EMPL-01, EMPL-02, EMPL-03, EMPL-04, EMPL-05]

# Metrics
duration: ~2min
completed: 2026-03-24
---

# Phase 5 Plan 03: Employee Design Human Verification Summary

**Human-approved sign-off confirming all three AI employee creation paths (template gallery, 5-step wizard, Advanced Agent Designer) work end-to-end with correct RBAC enforcement and auto-generated system prompts**

## Performance

- **Duration:** ~2 min (checkpoint approval)
- **Started:** 2026-03-24
- **Completed:** 2026-03-24
- **Tasks:** 1 (human-verify checkpoint)
- **Files modified:** 0

## Accomplishments

- Human verified all three creation paths work: template deploy, guided wizard, and Advanced Agent Designer
- Confirmed template-deployed agents appear in Employees list with is_active=true and are editable in Agent Designer
- Confirmed wizard-created agents have auto-generated system_prompt including the AI transparency clause
- Confirmed RBAC correctly blocks customer_operator from accessing /agents/new

## Task Commits

This plan contained a single human-verify checkpoint — no code was written.

1. **Task 1: Verify all three employee creation paths** - Human approval (checkpoint)

## Files Created/Modified

None — verification-only plan.

## Decisions Made

None — followed plan as specified. The checkpoint confirmed the implementation from plans 05-01 and 05-02 is correct.

## Deviations from Plan

None — plan executed exactly as written.

## Issues Encountered

None.

## User Setup Required

None — no external service configuration required.

## Next Phase Readiness

- Phase 5 (Employee Design) is fully complete — all three plans approved
- All five EMPL requirements satisfied: EMPL-01 through EMPL-05
- The platform now supports the full AI employee lifecycle: template deploy, guided wizard creation, and direct advanced configuration
- No blockers for future phases

## Self-Check: PASSED

- SUMMARY.md: FOUND at .planning/phases/05-employee-design/05-03-SUMMARY.md
- State updated: advance-plan, update-progress, record-metric, add-decision, record-session
- ROADMAP.md: Phase 5 marked Complete (3/3 plans with summaries)

---
*Phase: 05-employee-design*
*Completed: 2026-03-24*