Because Workday users currently need a more streamlined, intuitive way to apply for resignation and termination, we conducted user research to understand how users perceive and interact with the proposed designs for termination and resignation in Workday.
Understand how users perceive and interact with the Workday termination and resignation workflows to inform the trajectory of the proposed designs.
Learn how successful Workday termination designs are in helping users achieve their goals, address their needs, and easily understand what they’re doing with minimal assistance.
Synthesis & Readout
From thorough user feedback collection and synthesis, the UX team was able to report out key challenges and opportunities for improvement with stakeholders to drive palpable changes. As shown below, I synthesized our findings and arranged a visually engaging Miro board featuring the overarching takeaways, opportunities, and page-specific usability testing feedback with color-coded stickies indicating the strengths, weaknesses, and opportunities that users mentioned during the testing sessions.
Based on UX research insights, stakeholders implemented the following improvements:
Streamlined initiation and approval steps (US went from 5 to 3-4 steps; Rest of the world went from 4 to 3 steps
Help text for 2 forms re-vamped with added links to the step-by-step guides on HR Direct
4 fields from employee/manager forms removed/defaulted
11 field-specific tool tips added
5 enhanced employee/manager notifications & 1 new employee notification to give visibility to process steps
New dashboard created to support employee searchability/navigation to submit resignation and information relevant to that process (e.g. ServiceNow articles & Time Off Info where applicable)
Embedded analytics added to support managers in reviewing employee attachments