PAYROLL
Payroll is a B2B SaaS digital bridge between employers, employees, and payroll accountants.
Role
Lead Product
Designer
Responsibilities
UX Research
UI Design
Prototyping
Client
Pay Investments
Timeline
Jan '24 - Jun '24
Team
Tools
Problem Statement
Most small business owners in Israel experience frustration with the method they use to inform their payroll accountants about employee management data.
What made Payroll stakeholders
hire my services?
One of the stakeholders is an accountant who witnessed his clients' frustration with the payroll method. The stakeholders wanted to develop a solution to that problem.
Therefore, they hired me to identify the core issues and understand how small business owners manage payroll and employee data.
They requested a B2B SaaS MVP that aligns with their need for a streamlined, efficient digital product that bridges the gap between employers, employees, and payroll accountants.
KPI
✦ 30-day retention rate of 60% for users who have completed onboarding.
Objectives
➸ Identify the pain points.
➸ Optimize payroll processes.
➸ Design a user-centric MVP.
Challenges
✦ User adoption to a new payroll methods.
✦ Understanding Israel payroll regulations.
Discover
01
Employers
User Research
I surveyed 47 small business owners and interviewed five payroll accountants. The research aimed to determine what method small business owners use to inform their payroll accountants about employee management data.
What method do your employees use to send you employee management data?
Email (33%)
WhatsApp (28%)
Custom software (20%)
Manually (12%)
Other (7%)
What method do you use to send employee management data to your payroll accountant?
Email (80%)
Spreadsheet (9%)
Custom software (5%)
Monday (3%)
Other (3%)
How often do you experience payroll issues that require resolving due to the method you use to inform your payroll accountant?
Monthly (46%)
Weekly (21%)
Quarterly (18%)
Daily (8%)
Never (7%)
How satisfied are you with the current method of sending employee management data to your payroll accountant?
Somewhat dissatisfied (39%)
Somewhat satisfied (34%)
Not satisfied at all (18%)
Very satisfied (5%)
Neutral (4%)
In this survey, we discovered:
✦ Most business owners in Israel use email to send employee management data.
✦ They also frequently encounter issues with this process.
✦ Overall, employers are not satisfied with this method.
Main Persona
Aryeh Dayan
Small Business Owner
Background
Aryeh owns an automobile repair shop. He manages a team of five mechanics and two administrative staff. He oversees all shop operations, including repair services, customer interactions, and employee management.
Strengths
✓ Customizability
✓ Scalability
✓ User-Friendly interface
✓ Easy user adoption
✓ Project management
Weaknesses
✗ Aimed at large companies
✗ Missing payroll features
✗ English only
Strengths
✓ All-In-One Software
✓ Experienced and reliable
✓ Scalability
✓ Employee history records
✓ Summaries meetings
Weaknesses
✗ Aimed at accountants
✗ Overloaded with details
✗ Missing payroll features
Strengths
✓ All-In-One Software
✓ Experienced and reliable
✓ Scalability
✓ Employee work hours align with the payroll accountant
Weaknesses
✗ Aimed at payroll accountants
✗ Overloaded with details
✗ Missing payroll features
Ideate
02
Solutions
Main solution
Efficient digital payroll software that integrates employers, employees, and payroll accountants.
Main Features
✓ Review and submit employee management data to the payroll accountant.
✓ User roles and permissions
Sketching
Design
03
Style Guide
Employer
User Flow
Employee payroll data
review and submission
Login - User role
Employer Login
Employer Dashboard
Employees' Inquiries
UI Design
Employer Dashboard
Reminders
Prioritization of all crucial tasks
Employees' Inquiries
CTA button
Employee payroll data review and submission
Data
Payroll accountant submission process
Timesheet
Employee monthly work hours review
Approval
Submission to payroll accountant
Edit
Employee payroll components
Prototype
Insights
04
Final Thoughts
✦ In this project, I've found it very difficult to survey employers. I tried various methods to get them to answer the survey, such as email, social media, previous work places, family, and friends. However, the most effective way was to send employers requests directly via WhatsApp or to their businesses in person.
✦ I've also learned that every design process is dynamic and needs to adjust according to user needs rather than gut feelings. In some cases, only user testing can determine the final UX design. This project is in the development stage, so we haven't started user testing yet, which means some UX designs haven't been finished.
✦ It has been an educational experience, and I can't wait until the development stage is finished to start user testing.
Where to next?
