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

  • Terminations - Final Pay

  • Allowing payroll to terminate an employee and calculate their final pay
  • Administrators/Accounts Payable need a way in the interface to determine final paychecks of terminated employees who are terminated in the middle of pay periods
  • A streamlined process for determining final pay
  • User can determine final pay for a terminated employee and have a live check cut.

Project Constraints

  • The general layout for terminations was there, it was just not optimized. Working on making the flow more consistent and clear allowed us to make this work better for the end users

  • Users need a concise way to determine final pay when terminating a user and to fully understand the details of limitations and restrictions on our regular process for determining a final paycheck
  • We believe a seamless final pay process will lessen the stress of terminations for the end user
  • Understanding the limitations of our final pay process and what we can provide during that process (for example live checks)

Terminations - Final Pay

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?

Terminations - Final Pay

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?

Terminations - Final Pay

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?

Terminations - Final Pay

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

  • The final pay process and all its details are more easily understood by the user
  • We did a deep dive to understand what was legally required to adhere to for final pay (ie we need to cut live checks, can't direct deposit, when it needs to be in the employee's hands)
  • Building one flow that addressed all the permutations of how a termination could work was the most difficult part of this process
  • Working alongside the product owner for this feature, we were able to clearly define the requirements by spelling out each permutation of the data in a spreadsheet that I then used to build out all the flows
  • Terminating an employee is a lot more complicated than one realizes!