Payroll Dashboard
Digital enablement
Role
UX Designer
Tools
Figma
Zoom
Industry
Accounting
Product Overview
In order to issue the electronic payroll of a company must be enabled as an issuer of electronic payroll, process which must be performed directly on the page of the DIAN through the option “enablement”.
At the end of this process you will find a SetTestId code that must be copied and sent through the Api available to start the authorization process with the DIAN automatically.
Problem
At this moment the payroll software does not have this friendly flow, so that users can issue electronic payroll, requesting all the necessary information so that our user can be sure that their electronic payroll process complies with the regulations.
Design Process
Research Goals
First
Identify the main characteristics of the accountant users, such as their needs, motivations, objectives, frustrations and interests with respect to payroll processes.
Second
Discover opportunities to improve the software to meet the real needs of the accountant users.
Research question
We want to understand the process of making a payroll and understand what opportunities and difficulties you face ?
Interviews
User profile selected
- Accounting Assistants
- Chief Accountants
- HR Leaders
- HR Technicians
Information Cluster
User Persona
Empathy Map
User Storie
User
Sara, the company’s accountant, in her job of generating the payroll for the current month.
Need
A method that allows you to receive the news of the employees of your company in an orderly manner, clearly understand the electronic payroll software to manage this work and that the parameters are correct.
Goal
Complete the payroll process without errors.
User Flow
Wireframes - Userflow
Summary Period
Employer payroll
Employee form
