Overview
Situation: Clover sought to add Payroll functionality to its employee management system to enhance its SaaS offering and attract business owners seeking comprehensive business management tools.
My Role: Acted as the sole designer responsible for integrating the business-selected third-party payroll system into Clover’s existing framework.
Objective: Integrate the third-party payroll system quickly and effectively, working closely with the Product Owner and Lead Engineer in an agile manner to expedite the process.
Clover Payroll Landing
Task & Challenges
Task
Collaborate with the Product Owner and Lead Engineer to integrate the payroll system, ensuring a seamless user experience and alignment with business objectives, on a very short timeline.
Known Challenge
Blend the iframed third-party payroll experience with Clover’s internal system, requiring careful design and smartly-integrated user flows.
Discovered Challenge
Identified a lack of necessary Employee management features within Clover’s system, such as enabling all employees to log in to the business management system and keeping employee documents.
Action Taken
New Requirements
Worked with the product team to create new Employee management features on the fly, addressing gaps and supporting the payroll integration as it was being built.
Design Solution
Designed a fully integrated payroll system for both managers and employees, ensuring a simple and cohesive user journey.
Experience Disruption
Focused on minimizing disruption to the user experience, ensuring that the integration felt seamless and intuitive for all users.
An iteration of the increasingly complicated user flow for initiating and setting up the new payroll system. The flow was modified almost daily by Product, Design, and Engineering with new findings and use cases.
Results & impact
Outcome
Although the payroll system did not launch due to the business severing the partnership, my designs established the baseline for future partnership integrations.
Framework
Created a framework for the net-new “Employee experience,” enabling Clover to support other products and transition from a POS system to a full business management system.
Business Goal
Supported Clover’s larger business goals by laying the groundwork for a comprehensive employee management feature set.
