Case Study:
HR Module for ERP System.
Optimizing Human Resource Management for Scalability and Efficiency
Overview:
Managing human resources effectively is crucial for any growing business. The HR Module in Cinqd was designed to streamline employee management, payroll processing, leave tracking, and compliance, providing businesses with a centralized and automated solution for their HR needs.
Final Design:
Problem Statement:
Before implementing the HR Module, businesses faced multiple challenges:• Fragmented HR processes across spreadsheets and third-party tools.• Time-consuming manual payroll calculations leading to errors.• Lack of transparency in leave and attendance tracking.• Compliance risks due to inconsistent employee record-keeping.
Key Objectives:
The key objectives of the HR module were:• Centralize Employee Data.• Automate Payroll Processing.• Enhance Time-off Management.• Improve Compliance & Documentation.• Facilitate Better Team Collaboration.
Research & User Insights:
To design an effective HR system, we gathered insights from HR managers, finance teams, and employees. Key findings included:• HR managers needed a centralized dashboard to oversee employee data, payroll, and leave requests.• Finance teams wanted automated payroll processing with tax and deduction calculations.• Employees required a self-service portal for time-off requests, payslips, and profile updates.
Collaboration:
Building the HR Module required close collaboration with:• HR professionals to define industry-standard workflows and compliance requirements.• Finance teams to integrate payroll processing and tax calculations.• Developers to implement automation and ensure data security.UI/UX designers to create a seamless experience for HR teams and employees.•Stakeholders to align the module with business needs and legal compliance.
Design Process:
a. Wireframing & Prototyping:•Designed low-fidelity wireframes to structure core HR functionalities.• Developed interactive prototypes for usability testing and validation.
b. UI/UX Design:•Created a clean, structured layout for easy proposal drafting.•Developed a template library section for quick and standardized proposal creation.• Implemented customizable filters to quickly find customers/suppliers details.• Manage columns feature to customize the order of data and save them as presets.• Help sections for quick access to help center.
c. User Testing & Feedback:• Conducted usability tests during design walkthroughs with different teams (Design, Management and Development).• Iterated designs based on feedback to enhance user experience.
Impact & Results:
• 50% faster proposal creation with ready-to-use templates.• 30% reduction in time spent on formatting and revisions.•Improved collaboration between sales, marketing, and project teams.• Better tracking of proposal performance with real-time insights.