Employee Onboarding | Bambee
Small business owners who are not familiar with the labor law may make costly mistakes during new hire onboarding. Bambee New Hire Onboarding is the feature to help them take the stress out of the process by providing tools to store new hire documents, send required HR policies, assign employee training, and more.
Project Date
Q3 2022
Duration
1 month (from research to dev start)
Company
Bambee
My Role
Lead Designer
The Team
Collaborated with a product manager and engineers
Challenge
Unlike other HR softwares, Bambee has an internal HR manager team, which can provide dedicated HR services for customers. In the past, HR managers would help their customers onboard every single new hire. But with more and more employees needing to be onboarded, HR managers didn’t have enough bandwidth to deal with every case immediately. Customers needed to wait 2-3 days for just adding a new employee.
Results
Reduced HR managers more than 30% of their workload!
In just 2 weeks, over 23% of policies were sent out by customers themselves, one HR manager said he was a bit surprised he hasn't been requested to do employee onboarding for a whole day.
The Background
What is Bambee?
Bambee is an HR platform and service that specializes in providing human resources support to small and medium-sized businesses (SMBs)
Unlike other HR softwares or services, Bambee has its own internal HR manager teams and can provide a dedicated HR manager for each customer (small business owners). In the past, HR managers would help customers onboard every single staff member when this person joins the company.
The Problem
Unlike other HR softwares, Bambee has an internal HR manager team, which can provide dedicated HR services for customers. In the past, HR managers would help their customers onboard every single new hire. But with more and more employees needing to be onboarded,
HR managers didn’t have enough bandwidth to deal with every case immediately. Customers needed to wait 2-3 days for just adding a new employee.
User Research
How do customers onboard a new hire currently?
Exploration
Design Decision Informed by Data
Ideations
I started wireframing out the user flow, then I found one piece of information wasn’t clear: what is the average policy count by tier? One HR manager told me that she wasn’t sure, maybe 6-8 policies.
*Most of our customers are small businesses with 1-50 employees. In the past, tier 1 were companies with 1-4 employees, tier 2 were companies with 5-19 employees, tier 3 were companies with 20-49 employees. The MVP self-serve onboarding flow was designed for tier 1-3 companies.
So my first idea was assigning the policy by clicking just one button. It’s efficient, but if the company has over 10 policies, this pattern will not be applicable.
Then I thought about selecting on the left, feedback on the right. But if one company has 10, 20 or even 30 policies, it will be a nightmare for the admin to find the right policy they want.
Ends up, no one was sure about the average number of policies, so I requested our data team for the information -- tier 2 companies (5-19 employees) have less or equal to 32 policies. One tier 2 company even has over 240 policies. We assume it might be because customers can update new policies, but can’t delete them. This information completely changed my decision, I explored the third solution.
#1: Staff Page
#2: Profile Form
This is a huge long form asking employee or contractor information, different roles, or if admin wants to send out the invite or not.
#3: Send Documents and Assign Policies
If admin wants to send out the onboarding invite, it will take them to the next step to send documents and policies.
#4: Enroll Staff Training
Conclusion
The Onboarding — Transferring Payroll Data experience has successfully enabled new customers seamlessly transfer their historical payroll data to Bambe. This MVP project has helped internal team greatly reduced their time on each ticket, improved efficiency.