Catherine Hicks
User Experience and Product Design Professional

TriNet

TriNet is a professional employer organization headquartered in San Leandro, California. It provides HR outsourcing services, including payroll, health benefits, and human capital management for small business owners

Role & Project Summary

  • Bulk Upload - Job Codes

  • How to add multiple job costing codes at one time instead of manually one by one in the platform
  • Job costing codes needed to be added one at a time in the UI. This worked for changes, but initial setup could include hundreds, and this would not work at scale
  • Bulk upload had been worked on by another designer for another feature in another part of the application. The basics of how this could work were already laid out by her, and we took the models she used and reworked them to make them address our use case

Project Constraints

  • Bulk Job costing upload has the possibility to save users a lot of time if done correctly. We need to guide the users to understand how to do this with introducing as few errors to the system as possible

  • We believe that a user can save time by uploading multiple job costing codes at one time
  • Spreadsheet with a header will be provided for user and then uploaded to system for interpretation
  • We understand how a bulk upload would work, as we had not introduced this to any other point in the UI to date

Bulk Upload - Job Codes

Wireframes

Example

At the beginning of my design process I created wireframes for testing purposes.

Guiding Questions

  • Why was it useful to do this?
  • What kind of wireframes did you make?
  • Low fidelity or high fidelity?
  • What tool did you use for this?
  • Did you use them for testing?
  • How many iterations did you have?

Bulk Upload - Job Codes

Wireframes

Example

At the beginning of my design process I created wireframes for testing purposes.

Guiding Questions

  • Why was it useful to do this?
  • What kind of wireframes did you make?
  • Low fidelity or high fidelity?
  • What tool did you use for this?
  • Did you use them for testing?
  • How many iterations did you have?

Bulk Upload - Job Codes

Wireframes

Example

At the beginning of my design process I created wireframes for testing purposes.

Guiding Questions

  • Why was it useful to do this?
  • What kind of wireframes did you make?
  • Low fidelity or high fidelity?
  • What tool did you use for this?
  • Did you use them for testing?
  • How many iterations did you have?

Summary

  • Handling bulk uploads of job codes - for both single and multiple rates of pay - had the most complexity with how to handle errors upon upload
  • How we handled errors came from the development team and they decided to map against what was already in the system and throw errors if there was no match
  • Uploading anything in bulk into a system can cause multiple complexities you don't necessarily see on the surface