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New Hire Onboarding - iOS

Started as a startup venture by ADP, Lifion focuses not just on creating a next-gen HR platform but on taking a completely new approach, breaking away from ADP’s legacy. Unlike legacy products built around payroll data, Lifion strives to create a one-stop shop by bringing together core, talent, payroll, goal, and HR apps in one place. The onboarding project, which marks the beginning of this entire experience, was the point where clients received their first impression of the Lifion platform and interacted with all its key capabilities.

Jun-Dec 2021

Team

Product designer

Role

E2E driver

Engagement

Lifion by ADP - Talent

Timeline

Jun-Dec 2021

Team

Product designer

Role

E2E driver

Engagement

Lifion by ADP - Talent

Timeline

Jun-Dec 2021

Team

Product designer

Role

E2E driver

Engagement

Lifion by ADP - Talent

Timeline

Jun-Dec 2021

Team

Product designer

Role

E2E driver

Engagement

Lifion by ADP - Talent

Timeline

Customer Problem

HMW enable companies to fully equip new hires with the information, relationships, and tools they need to be comfortable and confident enough to do outstanding work. HMW help managers to be proactive and engaged in new hire's successful integration to the company from the start to finish.

Goal

Set the onboarding app for success by creating seamless for both new hires and managers and to ease the confusion and reduce redundancies for HR practitioners to set up the new hire onboarding.
Design an experience that can leverage mobile-specific technologies

Customer Problem

Goal

Set the onboarding app for success by creating seamless for both new hires and managers and to ease the confusion and reduce redundancies for HR practitioners to set up the new hire onboarding.
Design an experience that can leverage mobile-specific technologies

Customer Problem

Goal

Set the onboarding app for success by creating seamless for both new hires and managers and to ease the confusion and reduce redundancies for HR practitioners to set up the new hire onboarding.
Design an experience that can leverage mobile-specific technologies

Customer Problem

Goal

Set the onboarding app for success by creating seamless for both new hires and managers and to ease the confusion and reduce redundancies for HR practitioners to set up the new hire onboarding.
Design an experience that can leverage mobile-specific technologies

Business Problem

Enhance the onboarding experience to make new hires feel more appreciated and welcomed. Ensure accessibility for all client users, encouraging them to complete new hire tasks in one shot and on time. Make sure to include non-office workers with limited access to stationary devices.

Target market

Non-office workers with limited access to stationary devices.

Mid-market:

2000-5000 employees

Enterprise:

5000+ employees
Product firm: Customer with annual rev of $3–5B+
Services firm: Customer with annual rev of $3–5B+

Business Problem

Target market

Non-office workers with limited access to stationary devices.

Mid-market:

2000-5000 employees

Enterprise:

5000+ employees
Product firm: Customer with annual rev of $3–5B+
Services firm: Customer with annual rev of $3–5B+

Business Problem

Target market

Non-office workers with limited access to stationary devices.

Mid-market:

2000-5000 employees

Enterprise:

5000+ employees
Product firm: Customer with annual rev of $3–5B+
Services firm: Customer with annual rev of $3–5B+

Business Problem

Target market

Non-office workers with limited access to stationary devices.

Mid-market:

2000-5000 employees

Enterprise:

5000+ employees
Product firm: Customer with annual rev of $3–5B+
Services firm: Customer with annual rev of $3–5B+

Team

E2E Strategy

Jun, Product Designer
Amanda, Product Manager

Lifion native scrum

Dev manager
Dev POC
11 Full stack devs

Cross scrum

1 Lead UX Researcher
1 UX Writer
1 Data scientist
1 Design system lead

E2E Strategy

Jun, Product Designer
Amanda, Product Manager

Lifion native scrum

Dev manager
Dev POC
11 Full stack devs

Cross scrum

1 Lead UX Researcher
1 UX Writer
1 Data scientist
1 Design system lead

E2E Strategy

Jun, Product Designer
Amanda, Product Manager

Lifion native scrum

Dev manager
Dev POC
11 Full stack devs

Cross scrum

1 Lead UX Researcher
1 UX Writer
1 Data scientist
1 Design system lead

E2E Strategy

Jun, Product Designer
Amanda, Product Manager

Lifion native scrum

Dev manager
Dev POC
11 Full stack devs

Cross scrum

1 Lead UX Researcher
1 UX Writer
1 Data scientist
1 Design system lead

Process

Impact

Our goals for the onboarding process include reducing the completion time for new hire paperwork, decreasing the percentage of outstanding items on the onboarding checklist, and launching the onboarding product with at least three potential clients by the end of fiscal year 2021.

Completion time for core paperwork tasks

Mobile:
11 min / (Completion Rate: 89%)

Reduce # of outstanding paperwork tasks

Due to the lack of an iOS mobile native app, the number of outstanding tasks for non-desk employees was three times higher than for desk employees.

From:
8.3 Task in avg. (non-desk worker with iOS device only)

To:
3.3 Tasks in avg. (non-desk worker with iOS device only)

Client release

From:
0 Live clients

To:
3/4 Live clients implemented iOS native app capability

Completion time for core paperwork tasks

Mobile:
11 min / (Completion Rate: 89%)

Reduce # of outstanding paperwork tasks

Due to the lack of an iOS mobile native app, the number of outstanding tasks for non-desk employees was three times higher than for desk employees.

From:
8.3 Task in avg. (non-desk worker with iOS device only)

To:
3.3 Tasks in avg. (non-desk worker with iOS device only)

Client release

From:
0 Live clients

To:
3/4 Live clients implemented iOS native app capability

Completion time for core paperwork tasks

Mobile:
11 min / (Completion Rate: 89%)

Reduce # of outstanding paperwork tasks

Due to the lack of an iOS mobile native app, the number of outstanding tasks for non-desk employees was three times higher than for desk employees.

From:
8.3 Task in avg. (non-desk worker with iOS device only)

To:
3.3 Tasks in avg. (non-desk worker with iOS device only)

Client release

From:
0 Live clients

To:
3/4 Live clients implemented iOS native app capability

Completion time for core paperwork tasks

Mobile:
11 min / (Completion Rate: 89%)

Reduce # of outstanding paperwork tasks

Due to the lack of an iOS mobile native app, the number of outstanding tasks for non-desk employees was three times higher than for desk employees.

From:
8.3 Task in avg. (non-desk worker with iOS device only)

To:
3.3 Tasks in avg. (non-desk worker with iOS device only)

Client release

From:
0 Live clients

To:
3/4 Live clients implemented iOS native app capability

Persona

User flow

Concept & iterations

Design challenges

Since Onboarding was one of the first few native mobile experiences that we are building at Lifion, Lifion’s mobile design process was very complicated and unknown. In order to come up with a more efficient design execution process, I mapped out the mobile product development flow and conducted a workshop with key stakeholders.

It was crucial to have mobile Onboarding design aligned with other core tasks and Onboarding desktop.
After communicating with engineers and design system designers, we understood that “chat” and “scan document” features are too expensive to build. So we decided to strengthen the team engagement portion first.
Due to technical constraints, having a new hire paperwork wizard flow was not feasible on mobile, so the product manager and I revisited the scope and decided to incrementally enhance the mobile onboarding experience to its ideal level.

Research

Audit

Internal audit
Competitve analysis - 2 rounds total
Generative research from ADP legacy

Qualitative

Concept test
Usability test
A/B test
Analytics data from legacy & phase 1

Client sessions

Account executive review
Client work sessions
Client admin interviews

Audit

Internal audit
Competitve analysis - 2 rounds total
Generative research from ADP legacy

Qualitative

Concept test
Usability test
A/B test
Analytics data from legacy & phase 1

Client sessions

Account executive review
Client work sessions
Client admin interviews

Audit

Internal audit
Competitve analysis - 2 rounds total
Generative research from ADP legacy

Qualitative

Concept test
Usability test
A/B test
Analytics data from legacy & phase 1

Client sessions

Account executive review
Client work sessions
Client admin interviews

Audit

Internal audit
Competitve analysis - 2 rounds total
Generative research from ADP legacy

Qualitative

Concept test
Usability test
A/B test
Analytics data from legacy & phase 1

Client sessions

Account executive review
Client work sessions
Client admin interviews

A/B/C/D usability test

We tested four versions of concept designs with Gold’s Gym employees over two weeks, covering 25 locations in the US and involving over 150 employees.

EASE OF USE

I thought this system was easy to use
1 (Difficult to Use) ~ 7 (Easy to Use)

First Testing (Hi-Fi Concept Phase)
4.21
Final Testing
6.38

USER CONFIDENCE

I felt very confident using this system

First Testing
3.03
Final Testing
4.25

A/B/C/D usability test

We tested four versions of concept designs with Gold’s Gym employees over two weeks, covering 25 locations in the US and involving over 150 employees.

EASE OF USE

I thought this system was easy to use
1 (Difficult to Use) ~ 7 (Easy to Use)

First Testing (Hi-Fi Concept Phase)
4.21
Final Testing
6.38

USER CONFIDENCE

I felt very confident using this system

First Testing
3.03
Final Testing
4.25

A/B/C/D usability test

We tested four versions of concept designs with Gold’s Gym employees over two weeks, covering 25 locations in the US and involving over 150 employees.

EASE OF USE

I thought this system was easy to use
1 (Difficult to Use) ~ 7 (Easy to Use)

First Testing (Hi-Fi Concept Phase)
4.21
Final Testing
6.38

USER CONFIDENCE

I felt very confident using this system

First Testing
3.03
Final Testing
4.25

A/B/C/D usability test

We tested four versions of concept designs with Gold’s Gym employees over two weeks, covering 25 locations in the US and involving over 150 employees.

EASE OF USE

I thought this system was easy to use
1 (Difficult to Use) ~ 7 (Easy to Use)

First Testing (Hi-Fi Concept Phase)
4.21
Final Testing
6.38

USER CONFIDENCE

I felt very confident using this system

First Testing
3.03
Final Testing
4.25

Takeaways

Separating desktop and mobile as individual projects helped us avoid confusion and solidify our product planning. Collaborating with various domain owners and the mobile platform team, though challenging, significantly advanced my development as the owner of Onboarding design. This experience has enabled me to create not only screens and flows but also my own process and playbook to support my team and deliver our products on time.