Performance Management
The Problem
I was the main UX designer on the Human Capital Management suite and we wanted to develop modules for mobile devices to make it more convenient for managers and employees to check in with each other, review and manage performance. Surveys and user interviews validated that more transparency from managers made employees more fulfilled, productive, focused, and encouraged.
Wireframes of the core features
What I did
As the main UX designer, I took the findings from the research team and conducted ideation and whiteboarding sessions with my visual designer and engineer.
Core Features
We determined that we wanted the Performance module to include 3 features:
Check-Ins: Managers and employees would be able to rate each other on various goals/attributes and provide comments for each other so that they can streamline communication
Recognition: Employees could award badges to each other based on various aspects to encourage and motivate each other
Feedback: Employees can provide peer feedback to each other since they are familiar with each other’s day-to-day work
Wireframes of Recognition and Feedback features
Challenges
Should Feedback be anonymous?
There was a lot of back and forth on whether or not to make feedback anonymous or not. On one hand, making feedback anonymous could allow more honest feedback but on the other hand, it could open up opportunities for harassment and abuse. After talking with product and engineering, we decided to make the feedback anonymous to the recipient but not on the backend.
As a result, it was important to include on the disclaimer that the feedback would be visible to the supervisor but not to the recipient in order to prevent abusive messages.
Legacy Code
The bigger human capital management product suite had a lot of legacy code which made redesign efforts slower than usual and required a lot of pivoting, especially since so much of the team was overseas. The Performance module was the only part that did not have legacy software attached, so it was an opportunity to follow a ideal UX process and lead by example so that we could repeat the process for other parts of the product.
Final high-fidelity mockups from the visual designer