HR tech

Lite Onboarding

Lite Onboarding is a system responsible for managing employees and onboarding new employees. I was responsible for the UI and UX design for the whole product, designing for their employee and employer end of the platform, as well as their landing page.

Due to NDA, I'm only able to show the employee side of the platform in this case study.

Role

UX Designer

Stakeholders

Product manager
Business analyst
A team of engineers

What did I do?

High fidelity screen designs
Landing pages
Email designs

The challenge

The existing onboarding experience had a very legacy UI and UX. The platform is not optimised for mobile responsiveness, and lacks a consistent design and colour scheme.

It was reported that because of poor UX, employees often fail to complete their onboarding forms before their first day. Employers would have to manually chase new hires to complete their details, creating friction and time wasted in the onboarding process. This was particularly frustrating for users, as it included important financial details like superannuation linked to their pay. Since this information is legally required, boosting completion rates also helps employers stay compliant.

Goals

Improve the onboarding experience and visual design, as well as the responsiveness of the platform

Improve clarity in the process by giving users more guidance into the process, especially in areas like tax and superannuation information

Increase form completion rates from employees. Right now the completion rates are sitting at 90%

Heuristics analysis

Because I didn’t have access to customers nor users at the time of working on this project, and the team was running on a tight deadline to deliver the designs within the month, I have done a heuristics analysis of the old platform to identify key UX issues.

Here were some key problems in the old platform:

  • Multi-columned form that was difficult to scan and was not optimised for mobile responsiveness
  • Icons and buttons that were not intentionally designed. Some icons failed to represent intended functionality, making it confusing to use
  • Overall design and colour lacks excitement and design.

Here are some screenshots of what we had:

The solution

In the final designs, I have followed a design component library, while completely reworking the UI and introduced a new colour palette.

Icons and interactive states were designed with clarity and consistency in mind.

Mobile responsiveness was a key focus for the employee-facing experience, as many users primarily access it on their phones.

In collaboration with our Business Analyst, we rethought how to improve clarity across the platform. For example, by writing explanations for terms like “Tax File Number” and providing clearer guidance to help users make faster, more confident decisions.

Design considerations

I also designed notification emails, and employee platform that allows users to track their latest payroll and update their profile details post-onboarding. Given the younger user base, I incorporated vibrant colours and playful illustrations to make the experience feel more engaging and approachable. To meet tight timelines, I sourced illustrations from a free library to speed up delivery.

Results

While I wasn’t able to track outcomes post-release for this project, I actively considered what success would look like. If tracking had been possible, I would have tracked these:

  • Form completion rates before employee's first day of work. We could track this is through talking to customers and whether they have been seeing improvements after release.
  • User's form completion times
  • By reviewing session replays, we can see how users interact with the form, where they get stuck, and how we can make that experience smoother.
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