A better way to manage employee data
A process-oriented and user-centric redesign of how information and activities flow in a human resource enterprise solution.
My role & my team
I am the lead UX Designer working with 1 PM, 1 UX researcher, 5 developers, and 1 data analyst
Challenge
Our human resource management application is inefficient for employee management, forcing 10% of existing clients to look for alternatives in 2 years
Goal
To deliver a streamlined enterprise solution for any employee management needs
After 24 customer interviews and a complete UX audit on the application, I identified 2 significant usability problems: broken workflow with time-consuming manual review process and poor information architecture. These problems have resulted in substantial manpower requirements for low-criticality tasks, and high probability of human errors.
Broken workflow with time-consuming manual review process
When managers want to make a change to an employee’s information, they are forced asks an HR Specialist to retrieve required employee information, then manually enters the information to a change request form. After receiving the approval from the leadership team, the manager sends the form to an HR Specialist, who manually enters the changed information in Insperity’s HR platform. The current workflow is not only cumbersome but also significantly lowers the accuracy.
Poor information architecture
It it hard to access required employee data due to the poorly organized information architecture. Before making a change, a manager needs to go into the system to retrieve required employee data. However, since the information is not organized in an intuitive way, a manager usually asks an HR Specialist to locate the information for them.
Homepage is not clear on the action
Left navigation Is not logically organized (see red)
To create a streamlined process that allows clients efficiently manage their employees, I designed a new workflow to 1) let a manager kick off a change request within the HR platform, 2) allow leadership team and HR Specialists to review, edit, approval, or reject a change request within the HR platform.
Submit a change with pre-populated data
All existing employee data is pre-populated, eliminating needs to retrieving data, and asking for help of a provider’s HR specialist.
Review, edit, and approve requests in one click
The new workflow allows users to review, approve/reject, edit, on the same screen, with one click. This drastically reduces the users’ learning and memory stress in using the solution.
