DIRECT DEPOSIT
SUMMARY
This client has been one of the leaders in providing software and services in the Human Capital Management space. Many of these products include payroll services, benefits enrollment, time tracking and talent management. However, one of the major missing pieces from the product offerings are HCM services through a mobile platform. There has been a spike in the need for mobile interaction from more than just HR personnel. Research has shown that employees prefer more engagement via mobile when it comes to managing their profile and pay information. Because of that, we wanted to design a proof of concept that would make setting up and allocating direct deposit funds simpler for employees without having to fill out physical paperwork and remove the need for submitting the oh-so familiar voided check.
Based on user research, we learned that users were not able to appropriately allocate funds with the current direct deposit feature. Our end goal was to create an app that allowed setting up direct deposits easier – from adding bank accounts within the app to quickly allocating funds and allowing on the fly updates to one's allocations each pay period. We utilized slick drag and drop interactions with bank account tiles; intuitive allocation options in dollars and percents; and full integration with Plaid, a technology platform that allows applications to connect with users’ bank accounts without leaving the application.
Design started with a mobile first approach and low fidelity mobile wireframes. Each iteration of wires were put into a flat prototype which we performed countless internal and guerilla usability testing. These wires then evolved to high fidelity UI and eventually adapted to desktop designs.