New Hire Onboarding - Web
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.
Team
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.
Persona
User flow
Ideate & iterate
Design Challenges
Design Challenge #1:
Due to resource shortage on developer side and for our first client release schedule, we had to change our scope.
As a trade-off, we decided to release the second best option that requires XS size back end works only. It could buy us more time to perfect our second release with our best bet.
Design Challenge #2:
The onboarding desktop app was selected as a beta use case for ADP’s new unified design system. So our scrum team had to adopt the new components within 2 sprints.
Solution: I’ve been having a great work relationship with platform designers and products, so I was able to bridge my scrum members to the right person through the right process. Also, I started to ask for more design feedbacks to platform designers on daily basis.
Design Challenge #3:
So many domains are involved in the onboarding process (e.g., payroll, coreHR, benefits, legal, recruiting, and etc).
How might we reduce redundant meetings and arguments among domain owners?
Solution: I created an “Onboarding roadshow” board on Miro for the domain owners and promoted it as a central communication channel for the entire process.
Also, we started to document all the high-level summaries in a less text-heavy environment.
Phase 1: Initial enhancement
Due to limited capabilities and resources. The team launched enhancements to MVP experience to troubleshoot basic usability problems that clients had.
Research
Phase 2: Remake with new design system 2.0
Good News:
• Design System 2.0 Alpha is Ready
• Additional Resources & Release of Lifion native paperworks capabilities
• More customer data from ADP legacy and phase 1 experience.
Enhancements:
• Guided/Wizard Experience
• Task types: Required / Selective / Full Custom Tasks
• Grouping of tasks
• Auto trigger wizard experience for new hire paperworks:
• Onboarding hub for cultural onboarding
Takeaways
Onboarding is involved with so many paper works, resources, and sentiments! And keeping it short and simple is not an easy business. We are so proud of our work and happily supporting our first FOUR clients. More importantly, average new hire paperwork completion time has been reduced from 30-40 min to 8-10 min!
Final screens
