At a Glance

The HRMS company needed to upgrade and imporve their previous rostering system, which was outdated and lacked any UX heuristics. As a result of going through a complete redesign, the roster module was upgraded and several new features were introduced which improved the over all user experience and visual experience.

Problem

The company HRDuo has a revolutionary product which combines HR support for sme’s with a human capital management system. One of the system’s most popular modules is a rostering system, however, it was previously developed without any UX knowledge. As a result, it was difficult to complete tasks and failed several design heuristics.

Process

In oder to get a full understanding of problems users face and to deliver something that would make the acting of using a rostering system as simple and efficient as possible, I aimed to follow the UX design process.

Understand

As this company is a start up, they have a lot of loyal clients who use the rostering system on a daily basis. Therefore understanding the objectives of the organisation was of the utmost importance in delivering the best user experience possible. The main objectives were as follows;

  • Users need to be able to drag and drop people into shifts.

  • Shifts need to be repeatable.

  • Pre - Payroll needs to be as efficient as possible.

Heuristic Evaluation

As the previous roster was widely used I thought it would be helpful to the process to undertake a heuristic evaluation to focus on which aspects could be improved.

Heuristic Evaluation Results

The previous version of the roster failed a few of the above Heuristics. This let me know immediate ways that the roster could be imporved.

User Personas

Having received feedback from a number clients and information about their needs it was time to analyse everything. This persona represents a typical manager who would use the rostering system.

User Journey Map

This journey map was typical of the experiences of clients I spoke to. It highlighted the feelings of frustration people feel when they are under pressure to roster a large team.

Low Fidelity Wireframing

I began to draw the initial wireframes on pen and paper and then moved into figma where I could iterate on those initial ideas. I would receive feedback from client team on these wireframes and i would iterate on each piece of feedback to make sure that the design fit the userneed but also aligned with the business goals of the company.

Accessibility

The roster is something that many of our users will need to use on a daily basis often in high stress scenarios. So it was of the utmost importance that we abide my accessability standards.

The use of a legend and colour is used to visualise information for people not working in their 1st language. The colours used were checked for contrast and adherance. I also made sure to use clear fonts and employed good ux writing practices.

Final Product

The final product is a roster that has multiple views that suits a particular user and business need such as:

  • A Staff view - Where managers can add staff to a locations roster.

  • Shift view - Where managers can add staff to a particular shift time.

  • Pre- Payroll Approvals - Where managers can approve or query discrepencies in time that was scheduled vs time that was actually worked.

Some Features that enhance efficiency and the user experience are:

  • Drag and drop of staff into a shift.

  • If you build a shift time for one person - you can assign that shift to other people.

  • Compliance - It won’t allow you to add people to a shift if they have worked over the legal hours, therefore keeping businesses compliant with labour law.

Future Testing

We have a testing team that i have meetings with regularly who testing on prototypes and features on the live site. I’m always compiling and itering on their feedback so the design can always be up to date with usability standards. I always examine feedback and problems from clients and I take in that feedback for future iterations.

Problem Statement

From the research it was very clear that users felt frustrated with the system as it was not aiding with their workload. How might we aid busy managers in small - medium companies, to allow them to spend minimal time with scheduling and rostering, whilst allowing their business to remain complient with labour legislation.

Data Architechture

Before I began to wirefram, I sketched out and made a new architechture of the roster. This let me see how users could easily navigate each section of the roster easily.