UX DESIGN · UX RESEARCH · UI DESIGN
Every year thousands of professionals initiate “leaves of absence” at Deloitte. Sometimes they are planned, like for pregnancy or sabbatical. Other times they are unplanned in the event of an accident or illness. While a multitude of resources exists, the process for taking leave can be disorienting.
Under the guidance of Deloitte services, our team worked to assist in the research and development of concepts for a leave management reboot that will positively affect Deloitte employees.
The vision is that the solution will equally benefit the Deloitte leaves team of four who manually manage, process, and track approximately 4,000 paid family leaves per year.
Create a stress-free leave experience, integrating Deloitte's existing capabilities into a single place for employees to access information before and during a leave of absence.
We crafted and delivered a leave management portal for both Deloitte employees and the leaves team covering three main leave types using human-centered design methodologies within 10 weeks.
"It could solve 90% front-end problems."
"You guys are amazing and have been amazing to work with! You listened to our asks and needs and truly nailed it. Fantastic presentation and fantastic job!"
— Deloitte Leaves Team
Mar – May 2021
💁🏻♀️ MY ROLE
Product Design Manager
Design Team (3)
Research Team (2)
✅ MY JOBS
💪🏻 My Contribution to the Project
💪🏻 My Impact on the Team
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Our solution to the problem at hand was the prototype of a portal for Deloitte. We created three desktop flows that portrayed different scenarios, and interaction with the portal via mobile phone.
We started by researching Deloitte's current leave management flows to understand the context and find out the problems and opportunities.
1. Too much paperwork for leave initiation.
2. Both employees and the leaves team have to jump between emails, the intranet, and offline contact.
1. Simplify and digitalize the leave initiation process for employees.
2. Develop a one-stop shop for leave management.
With the opportunities through research, we decided to develop a stress-free and accessible leave management portal that both employees and the leaves team can take actions before and during a leave absence.
We identified key features through the research findings. The key features are like dots in a network. We ideated what the dots would look like by brainstorming with sketches.
By analyzing the user needs for the HR side and combining the employee side we have ideated, we developed the information flow for both sides to help us identify the shared features for both sides and the distinct ones for each side.
By connecting the dots (key features), we developed a complete flow of maternity leave. The goal was to get the client's feedback about the feature design and the overall leave initiation experience.
With the information flow diagram, we went back to the employee side and developed the sitemap for the employee portal. The detailed layout would help us account for every screen yet to be designed.
To make the line work better for next-level design, we refined the maternity flow based on the client's feedback.
❗According to the NDA, the detailed process of the flow is now allowed to show. So, here only present the iteration of feature design.
1. Primary tracker. We redesigned the progress bar by adding colors and marking with status names to make the status easier to differentiate.
2. Secondary tracker. Instead of placing the sub tracker under each status, we fixed the position of the sub tracker and made it more obvious because it is the main focus for users when managing leaves.
3. Contacts for help. We moved the contacts out of the status tracker block to make the task processing less destructive.
4. Notifications. We replaced the notification block with pop-ups which would simplify the way of getting information. Besides, we added an important actions section to provide users the must-read messages.
1. Legends. We minimized the legends to make the calendar easier to understand.
2. Reminder. We replaced the reminder with pop-up notifications to make the calendar cleaner.
1. Images. We replaced the images with stock photos because the client prefers real people rather than illustrations.
2. Categories. We categorized the tutorial videos to help users find what they need faster.
According to the validated line, we developed more lines and connected them. As a result, the final system covered three main leave types corresponding to three user flows.
Here are very detailed flows for three main leave types on both the employee and the leaves team. It informed our design to be very thorough and focused on a human-centered connection while tying into our final prototype
Starting from the dots rather than the lines when creating a complex system.
In this project, we didn't follow the typical design process that preparing the user flow and sitemap for design. Instead, the design came before the user flow. By connecting the dots, we got a clear vision of what we would make. The reverse facilitated the development of the complex system.
Making plans and adjusting it.
Sometimes things went differently from what we planned at the beginning. As the lead, I got the experience of reacting quickly and adjusting the plan appropriately.
Always sticking to the goals.
When something unexpected happens, I kept the team's goal in my mind and refused a compromised solution that would lead the team to deviate from the track.
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