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Reinventing Employee Onboarding

iCIMS case study cover

I revamped a $5 million onboarding portal during my internship. Leadership was highly impressed with my work and incorporated it into their future strategy.

Team: Me (Design, Research), Design Team, Engineering, Product, Talent Acquisition

Duration: 3 month Sprint

process flow

01

REQUIREMENT GATHERING

Why did the Onboarding Portal need a makeover?

An onboarding portal is your first interaction with a company. As you begin your job, it guides you through logistical details and introduces you to the company. The iCIMS onboarding portal, despite generating revenue, hadn't been updated in 5 years—it was time to make it shine.

old icims website

The project's goal was to bring the platform up to market and also make it a cohesive touchpoint in the iCIMS eco-system.

02

EXPLORATORY RESEARCH

Stakeholder Interviews

I talked to Engineering, Product, and Design to understand why the onboarding portal existed, it's issues, and what future vision they had for the product.

Competitor Analysis

I did SWOT analysis and Heuristic Evaluation of popularly used portals - Workday, and Silk Road, etc. across 18 factors (Scope, Information gathering, Document signing, Progress tracking, etc.)

The UI and Visual Layouts Needed Fixing

iCIMS lacks 60% of the features present in other portal - A progress tracker, Form Fields, Interactive videos, Copilot among others.

Picking Up Features

competitor analysis

The IA and User Flow needs fixing

The current menu restricts and displaces the experiences. 80% of user requirements (needing to network, finish task quick) is not accounted for. Additionally, there is 0% eco-system integration.

+ Adding Touchpoints

new information architecture

03

WIREFRAMING + CONCEPT EVALUATION

wireframes

01

A/B Testing w/users

I tested different layout and navigation optiond with the user - fo example I learnt that users cared about networking at their own pace.

02

Implementation w/Engineers

I had a discussion about feasible engineering directions - for example I learnt that iCIMS did not engineer financial regulation in their tools.

03

Vision w/product

I had a discussion regarding the alignment with business goals - for example I learnt that admins might find it as a security concern to share system passwords during onboarding.

For example, While designing the menu, I came up with 2 primary options.

So, I found a middle ground. It has story-telling sections, with deadlines in smaller font.

I integrated the iCIMS Design system and established the new layouts.

05

FINAL DESIGN

Step 1: Track your journey

The new homepage has a fun countdown to the big day. You can also see a list of pending tasks with due dates or preview your employee journey in the organization.

Complete Tasks

No more hassle for completing tasks. Sectioned-out lists with deadline management provides open and efficient navigation. Personalized content and immersive videso makes task completion fun.

Connect

Connect with talent, your co-workers, and your team. Additionally find abundant resources and contact details to reduce your anxiety before Day 1.

Handoff

I presented my research findings and rationale in a 100+ call. I also collaborated cross-fuctionally to envision the next steps and roadmap.

06

FEEDBACK AND THOUGHTS

photo of swathi and her mentor, tif

Swathi's deliverables are at such a high level that they have entered the strategic plan for the next quarter.

Joe Schick, Director of Design

My Thoughts

Building templates and design system components was both fun and insightful. By really listening to feedback, I made sure the designs could grow with the organization.

Collaboration made all the difference. Working closely with others not only sharpened my design skills but also helped me better align our work with what users truly needed.

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