Director Paysheet

Hy-Vee operates more than 280 retail stores in eight Midwestern states, including Illinois, Iowa, Kansas, Minnesota, Missouri, Nebraska, South Dakota and Wisconsin. Store Directors oversee individual stores or a small group of stores in their region. Each quarter of the fiscal year, Store Directors view their Profit & Loss packets as well as their paysheet to determine if they want to make any adjustments to their deductions. 

The process for making adjustments to a paysheet and reviewing their Profit & Loss reports required Corporate Accountants to set up a phone call with busy Store Directors to review their paysheet and the Store Director would then have to verbally relay the changes they’d like to make so the accountant could implement the changes. This process was time consuming, frustrating, and costly.

Create a  modern React web-based application that will allow Store Directors to login during an allotted time frame to make adjustments and complete their own paysheet as well as view their P&L report for their set of retail stores in an efficient and timely manner without the aide of a corporate accountant.

Problem Statement


UX, Product Owner, and Tech lead collaborated together using a Problem Statement worksheet to answer questions like “What problem are we trying to solve?”, “How do we know it’s a problem?”, “Who are our users?”, “What are their goals and motivations?”, and “How will we know if we’ve solved the problem?” Once these questions were answered, we used this info to help craft our Problem Statement and align as a team on what we were trying to solve.

Application Discovery


We worked with the Product Owner and Tech Lead to walk through and understand the current workflow in the legacy application. This helped to understand the requirements for the new application as well as any constraints.

Interviews
I interviewed 3 Store Directors via Zoom. I asked them about their current process for completing their paysheet as well as any pain points they might experience. The consistent theme was that the process took a long time and scheduling the call with the accountants was less than ideal.

Concept Designs
The design took the fields that needed to exist in the UI and prioritized them based on what information is most important to the Store Director. From our interviews I learned that Store Directors that because they value their employees greatly, they wanted to view their bonus info for their employees first (as they want to share that info back the them right away). So I prioritized that info in a table at the top of the page.

Prototype & Test


I built a Figma click through prototype to test with 4 Store Directors. I gave each user various tasks to perform, ranging from finding certain information to making an adjustment to their paysheet deductions. I asked the users to think out loud as they performed each task. I facilitated the session while the Product Owner and Delivery Lead took notes. I then synthesized the results of the study and presented the findings back to the stakeholders. I then iterated on the design based on the feedback.

Final Design & Handoff
 

The final design was created an annotations were made for the developers to reference. I also created a user guide to help onboard Store Directors to the new process.

Store Directors are now able to view and complete their paysheet unassisted by Corporate Accountants. This process used to take hours of both Store Directors and Accountants time to schedule a call and relay info back-and-forth to complete the paysheet. Now this process is super intuitive and easy to complete in just a few minutes.