Product UX Design FOR PAYCHEX
User
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UX leadership, vision, and execution designer for a redesign of the new user invitation and registration workflows. 2020.
Making account setup enjoyable
For several years, this payroll provider’s login and registration experience was out of sync with the quality of services and products they offer. Rewriting the registration and onboarding experience posed an enormous but necessary challenge. Several teams and efforts overlapped in a complicated space, forcing an emphasis on strategy and planning.
As a vision and execution designer in this effort, my goal was to present a clean, practical, organized, and helpful entryway for new users.
This project’s scope begins when a company’s admin invites a new hire to create an account and ends when that newly-invited user creates their account and goes through the onboarding tasks inside the application.
Verify Information
Each workflow step leverages the design system–utilizing components to organize the registration process into a series of steps that scale smoothly across all device resolutions.
The interface pre-populates with the information the admin entered when inviting the new user. The user can review these details in this first step and make changes as necessary.
User Account Details
The user chooses a username, password, and a required PIN on the second screen.
This screen received numerous compliments during user testing, with individuals remarking that it felt “familiar and easy.”
Security Settings
The security infrastructure requires a user to have security questions answered and to choose how frequently they want to receive a verification code and their code delivery method.
Onboarding Task
After completing the registration and once inside the application, users are presented with a series of onboarding tasks.
These tasks are small and focused, making the process of populating your details straightforward.
The onboarding tasks leverage the existing design system and are entirely scalable across devices. When possible, fields are pre-populated with existing information and disabled when they cannot be updated.
This complete solution passed user testing with flying colors.
Obligatory disclaimer for this project. All the information shown (company names, numbers, addresses) is fake. The final design, the design system, and implementation are the sole property of Paychex and are shown here for non-commercial, portfolio-y purposes only.