ViewMyPaycheck Employee Self-Setup


My role

I was the lead Interaction Designer on the project for Intuit Online Payroll, working with a small team of developers and a product manager. I was in charge of our early mockup wireframes, user testing the designs, and creating final product assets.

About the project

Over 1 million small businesses use Intuit Payroll to pay their employees. Running payroll on an ongoing basis is a breeze. However, hiring a new employee and processing their information for payroll is a huge pain. Owners have to collect a large amount of paperwork in order to set up payroll for the new employee. This project launched a new set up process where the employee could self-setup on ViewMyPaycheck, the employee portal end of Intuit Payroll. One of the end goals of the project was to take the burden off of the employer.

 

The big opportunity

Hiring a new employee is an exciting thing for a small business owner, but the process has always been tricky. There’s nearly a dozen forms that you need to give the employee, as well as sensitive data you need to collect, including bank account information for direct deposit. We wanted to save our users time by allowing them to simply send an invitation to their employee and letting them self-setup and be ready for payroll.

 

Concepting

We started the project with first learning about the hiring process for a small business employer. We conducted numerous user interviews and what we call 'Follow-me-homes' at Intuit, where we go to the place of business. We were able to truly get empathy for the small business owner and the difficulties that came with hiring a new employee. Then we started gathering the requirements for setting up an employee.

“When I hire a new employee, I have to pull out a huge folder of documents, give it to them to fill out, get it back, and store it in a cabinet in my office.”
— Small business owner
“As a first time employee, I have no idea what withholding means. Do I set 0? I vaguely remember seeing that somewhere...”
— Small business employee
 

Iterating through design

Next up came iterations of the design by testing them with users, taking feedback, and further improving the experience. Through this process, we were able to identify emotional delighters, gaps we overlooked, and other ways to improve the process of employee self-setup.

 

Harmonization

In 2013, QuickBooks underwent a large facelift called Project Harmony. It involved bringing together all of its small business offerings under one brand and creating a singular design language. ViewMyPaycheck needed to undergo a similar redesign in order to be brought into the family. 


Final implementation

The V1 implementation of the project only involved allowing employers to send an invite to their employees, and letting the employee setup by entering their main contact information, tax information, and direct debit accounts. This came as a big delighter for our employers since they were able to onboard a new employee with a single click. The Harmony redesign was unfortunately de-scoped for this project.