Recurring Shifts

Simplifying shift creation and employee selection

Company overivew

Workday is a cloud-based software company providing enterprise solutions for financial management, human resources, and planning. Its platform seamlessly integrates HR and financial functions. As the lead designer for the Expenses tool, I updated the experience based on research and feedback from our customers, allowing users to effortlessly submit and approve expenses from both desktop and mobile platforms.

Deliverables

Focused on designing responsive web

Role

Lead designer and research.

Objective

Our goal was to enhance the shift creation process and improve the ability to select employees efficiently.
 
 
 
 
 
 
 

Outcome

Customer happiness and retention were key focuses for this feature. As a result, my work on this project was highlighted as one of the major new feature releases at the Workday Rising event in San Francisco 2023, specifically in the area of workforce management.

Research

We conducted a user research session with eight regular users of our scheduling product to gather their feedback.

Challenges

Due to 

Exploring User Needs and Pain Points

To understand user needs in the expenses space, I began by leveraging my own experience with the current product and attending customer calls. Since Workday uses its own product, I also reached out via the Slack channel dedicated to travel-related questions. I actively connected with Workday users interested in providing feedback on the new features we were developing. This effort resulted in engaging over 50 users, who were eager to share their insights, helping us gain a deeper understanding of our users.

“I travel for work and I need to be structured and organized for all expenses. If there’s a product that can be submitted for me, I don’t have to worry about a deadline.”

Iterating in Lo-fi

I want to ensure we capture all the different flows to cover all the main use cases. Additionally, we had various assumptions about how users expect to see different information, so I designed two flows with some modifications.

Prototyping and User Testing

I turned the various layouts and use cases into prototypes. Using our dedicated user groups, my fellow designer and I planned and wrote a script to test with 8 users, and we shared key insights with our product managers and lead engineers.

Happy path

Findings

Collected valuable feedback and shared insights with product managers and engineers to align on immediate priorities and identify areas to address later.

Review layout preference 
The redesign was considered an improvement over the current production release by all participants.

Layout preference
6 of 8 participants liked layout 1 vs layout 2
Layout 1: Chronological listing of items matches their mental model.
Layout 2: Expense type grouping is preferred for longer hotel folios.

Final design proposal

After several iterations and additional feedback, we decided to proceed with the updated design, which addressed most of the feedback we received.

Impact

Text

My former Product Manager presented the Recurring Shifts feature at the Workday Rising event last year.

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