Payroll Innovation @ ADP

Designing an innovative experience for payroll processing

Background

ADP is an industry-leader in online payroll and HR solutions, plus tax, compliance, benefit administration and more. I was a UX intern at ADP (Alpharetta, Georgia) for the summer of 2018; part of the ADP Workforce Now team - a web-based human resources (HR) application designed especially for midsize businesses. I worked on different projects within Payroll Innovation (PI), a cutting edge redesign of the current payroll experience that aimed to redefine the entire end to end payroll process by enabling all functions of the process in a robust, easy to use and interoperable manner. My role involved UX design, interaction & visual design, research and information architecture work.

Tl;dr


The Problem

Payroll administrators need to set the payroll schedule for the upcoming year for their company by the last quarter of the previous year. This is a surprisingly complex task, as companies have complicated payroll setups and payroll practitioners have been using the same legacy system for decades. Payroll is a sensitive process - after all, nobody would want anything to happen to their paycheck!


Solution

I designed a solution for payroll admins to have an intuitive and easy to use way of reviewing the payroll schedules in a timely manner, make any changes as required, and have a clear, high level view of any and all changes made.

Impact

Designing micro interactions and applying principles of motion design helped in introducing new methods of prototyping for the team

Using my engineering background helped in negotiating trade-offs and getting stakeholders aligned across engineering and product

Rapid, Agile design iterations helped in reacting quickly to the research and testing insights as I came across them

Applied my enterprise experience to redesign legacy software in a B2B domain while adhering to user mental models

Process

Discovery Research

What does payroll schedule review involve?

This is an annual review process where the entire payroll schedule for the next year is reviewed. Payroll admins receive an alert on the system to review the upcoming schedule around the end of the previous year. The submit date is when the payroll is submitted, and pay date is when it is actually paid out to the employees in the company. There are different pay frequencies - weekly, biweekly, monthly and so on. Bank holidays can have an effect on the dates - and there is a minimum processing time between submitting the payroll and the employees actually seeing the money in their account.

Current product
ADP Workforce Now payroll schedule process

At a high level, I aimed to answer the below questions through the design.

HOW MIGHT WE...

  • Redesign legacy software in a business to business domain without disrupting payroll practitioners’ processes?
  • Simplify the user experience for a functionally complex tool?
  • Design around practitioner's set mental models?


We interviewed payroll admins about their schedule processes and they stepped through the wireframes flow shown below.

Proposed wireframes showing the flow of reviewing, editing and confirming the payroll schedule(s)

Users really liked the calendar view and wanted to be able to edit the dates directly in that view

While holiday conflicts were a concern, users were not concerned with the explicit list of holidays

Every user had their own methods of saving the calendar for reference - some liked to print & distribute them


"Nobody wants anything to happen to their paycheck - people have to get paid on time”


Medium Fidelity Flows

We used patterns from ADP's design library - called VDL - to do an initial pass at the flow based on the insights from our user research, and tested them extensively with 7 of our customers, iterating several times over.


Reminder alert to review schedule

We designed the alert banner for the payroll practitioner for them to either take action immediately or click 'Remind me later'.


Alert banner on ADP homepage allowing users an entry point into the review flow

From our testing, the message was “straightforward” and easy to understand, but the banner blended into the background - and users wondered when the banner would pop up again if they hit 'Remind me later'.


Alert banner on ADP homepage allowing users an entry point into the review flow

This iteration of the banner drew the user's attention immediately, and it was clear when the banner would resurface if the user clicked 'Remind me later'. However some users did note that they see several messages, and it might get lost in a noisy environment - hence it was decided to also provide email notifications as required to the right practitioner.



Reviewing Multiple Schedules

The tricky part about reviewing the payroll schedule is that there can be multiple schedules and multiple companies that a practitioner has to review.


Initial design showing the list of companies with same and different schedules

At first, we combined all the companies that a user has to review that have the same schedule together. This takes a wizard step by step approach where the user reviews them one after the other. During our testing however, we found that users would not want to be forced to go down a specific order of reviewing the schedules - especially since multiple practitioners might be handling the different company schedules.



“What if I want to review the other companies first? What if someone else if responsible for reviewing certain company codes? Can I review only what I am responsible for?”

Users appreciated being able to review multiple company codes together, but also the option to review one at a time if needed (especially if there are multiple practitioners handling multiple codes), and “One at a time” worked exactly as they expected.


Option to review similar companies at once or one by one


Changing pay/submit date

Users needed to easily move around dates in case of changes. Since the calendar had tested well in our initial sessions, due to the visual representation of their schedule, we wanted them to be able to change the dates directly on the calendar page by dragging and dropping the tiles as needed.



Designing for obscure interactions

The challenge then was - how does a user know something is draggable unless they drag it? How does a user know some action happens on hover unless they hover over the object?



Visual cues and known patterns

  • Drop shadow
  • Color shading
  • Move/Grab cursor
  • Drop target indication
  • Three dot/line icon


Gmail example showing a drag handle (the six dots which indicate drag/drop), grab cursor, drop shadow & drop target
Dots indicating drop handle & drop shadow on hover
Alert messaging indicating date change functionality

I used the drop handle, drop shadow and an alert to indicate the date change functionality. Users really liked the drag/drop functionality, but only 1 out of the 7 we tested with knew that the six dots indicated the date tile was movable. They didn't read the alert message which gave a tip as it was lost in the noise.


I designed a guide/overlay to show a quick tip through an animation that I had made in Principle. This tested very well with users, with all of them understanding exactly what it was right away without it causing friction in their process. I removed the six dots (drag handle), and iterated on the drop shadow, drop target as well as the 'snapping' effect on drop. Participants were often impressed or excited about being able to drag and drop to change dates.

Walkthrough tour overlay to indicate functionality when using for the first time
Drop shadow, target and snapping effect

The director of design was impressed with this experience, and I documented the process for the team to replicate it in other areas of the product where applicable.


Information Design on Calendar Page

Initial iterations of displaying relevant info on the calendar page
Redesigned calendar page


System made changes and alerts

Pay dates - when the money is actually transferred to the employee's account - are automatically moved in case of a conflict with bank holidays.

Alert banner showing system/auto changes

Changes made automatically by the system were conveyed through an alert banner. While this provided a necessary summary of changes - users often skipped reading it at first. How might we then contextualize this information within the page?


We kept the banner as an overview of any changes made by the system - but also indicated the changes through icons on the tiles themselves.

* denoting changes made - details can be accessed by clicking on it

Expanding the design system

The calendar was very well received by our users, and I recognized the need to make it a reusable component for different part of the product. I produced detailed visual and interaction specifications for the calendar component using Sketch, Zeplin & Axure - covering everything from icon, font and shape specs to interactions on hover, click and drag/drop.

Snapshot of the interaction & style specifications (as an Axure doc) for the calendar component

Collaborating with engineering & product

Icons made by Freepik from www.flaticon.com

As a designer, it is crucial to have a strong line of communication and collaboration with stakeholders to get them aligned for implementation of the designs.

  • I used the feedback from testing sessions to make the case for building the calendar as a reusable component, as the component implementation lead was initially hesitant.
  • There were questions and concerns about responsiveness and other UI changes - I used my front end knowledge to align the team on this.
  • Stakeholders were reluctant to remove certain info from the screen even though users did not find them as useful - so trade-offs had to be made to display certain information in a non-obtrusive manner (eg the list view).

Other work @ ADP

It was a fun & busy summer!

Tags UX Design, UX Research, Information Architecture, Visual Design, Interaction Design