Can t find all the required documentation to make decisions. Going thru all submitted paper documentations and finally approved that request

Transcription

1 User Story My company recently introduced Tuition Reimbursement Policy to help employees further their knowledge, skills and job effectiveness through higher education in fields of interest to the company. Tuition refunds are offered to regular full-time or regular part-time employees. To participate, employees must obtain their supervisor s pre-approval before enrolling in the desired course(s) or degree program. Only courses taken at nationally recognized accredited colleges, universities and technical schools will be approved for reimbursement. HR Manager is responsible for implementing tuition Aid policy. Timely review and approval of Tuition Aid reimbursement is important for the success of this program. The application will have a simple, coherent and effective interface, allowing a new user to become familiar with it in a matter of minutes. The new application will help HR manager to provide approvals by referring critical information which will help in the decision making process. The following are the key functionalities expected from this app: View approved training programs details submitted by the employees with course details. The only courses mentioned in the program details will be considered for approvals. So, it acts as a guideline related to course amount details and duration, which are critical for approval process. This app will help HR manager to adhere to companies tuition aid policies, which dictates yearly tuition aid limits and other criteria's like grade requirements. Approve/ Reject pending applications based on company policies. Key documents used for approval process (like grade information)need to be stored as attachments

2 Persona

3 User Journey Mindset Need to give approval to pending request Can t find all the required documentation to make decisions Not sure whether employee met all requirements. Did I miss anything Don t want to contact employee after approval for missing information All approvals are done on time What is on the Persona s mind while taking the actions of their journey? How do they feel each step of the journey? Missed some critical information but approval is done, need to get more clarifications Going thru all submitted paper documentations and finally approved that request Need to check whether education blueprint for undergrad program is in compliance with company policy Employee grade was C and I approve refund I rejected the approval request Actions What actions and activities does the Persona take while going thru the journey to achieve their goal? Look for pending requests Need to check whether employees submitted required course grades Looks for refund history, any pending docs, policy violations Check education blue print for critical dates Wait Employee should have submitted the grades yesterday Validated all required information All the pending requests are rejected Approve and send docs to payroll to refunds Informed payroll to reimburse payment Touch points What touch points does the Persona have? (Tools, channels, devices, conversations, and so on.) HR Manager Paper records Admin Employees File cabinets color coded Intranet portal Mobile Device Payroll admin

4 Point of View Abbey, the HR Manager needs a way to quickly approve Tuition AID requests as per the company policy so that employees get their refunds faster MockUps Use the following link below to view the Mockup Screens build using Splash esearch/participant/07a21cfad42999e80ba764f8 Short Video Presentation

5 Application Screen Design Main Navigational Components Standard Master-Detail Fiori template was used for creating this app. All the direct reports will be listed in the left master navigational section and details in the right with icon tab bar used for navigation between various functionalities.

6 Employee Master Entity with EmpId as the key is used to provide all direct reports related information Associations are created between Master and other Detail entitysets using EmpId as the key field. Navigational Properties are set from master to other detail screen related entitysets Associations between master and detail entitysets are used to directly bind tables items property in the detail screens

7 Program Details Master entityset will have all the education blueprints submitted by the selected employee The column list items are set with type Navigation. So, when clicked on a particular columnlist, the new route parameter is used to navigate to a new Program details page with it own controller. Program Detail page will have course, units, duration and total cost information. Navigational history will be used to navigate back to Program master page

8 Reimbursement Details will help HR manage keep track of all approved transactions. Total cost need to be within Tuition Aid policy. Data is populated based on the association between employee Master and Reimbursements details page. Attention Details page will provide information related to tuition Aid policy related limits, available balances based on reimbursement history and reason being listed on the attention list. Employees are not allowed to get further payments unless this restrictions are removed.

9 Pending Approvals page will display all the requests that HR Approver need to approve/reject. Screen will be provided with the remaining amount available for the calendar year based on the tuition AID Policy and expected approval date. Once approved, information will be moved to Reimbursements list. Now employee need to submit the grade sheets within one week of the course completion, otherwise information will be listed in the Attention list and future requests will be rejected.

10 Attachments Page will mostly have grade related information that need to be submitted as a part of tuition aid policy. Records can be viewed or deleted