About TriNet
TriNet provides small and medium size businesses with full-service HR solutions tailored by industry. To free SMBs from HR complexities, TriNet offers access to human capital expertise, benefits, risk mitigation and compliance, payroll and real-time technology.
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My Role
As the lead designer in a team of 6 (1 Executive Strategy Director, 4 Project Managers), our team make up the WFA (Workforce Analytics) team. WFA is a segment within a larger machine comprised of a dedicated team of engineers, copywriters, legal, and design researchers. I am tasked with the successful creation and deployment of all UX/UI initiatives and key enterprise grade features within WFA, as we move our users from a legacy platform to our new and improved CRM system.
Contribution
Within my first 6 months, I spearheaded 94 project initiatives. Some of these key features include:
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• Improving the overall brand styleguide
• Executive and client dashboard redesign
• Report generation tool and advanced filter functionalities
• Integrated boolean search
• Data range filter functionalities
• Expression Builder
• Export functionality
Style Guide Redesign
Dashboard Redesign
Main design criteria:
• Update the look and feel
• Instill the new branding guidelines and IU
• Little to no scrolling; users want to see everything together as a whole
• Customization
Legacy dashboards
Expression Builder
Key component within the report generation toolkit. This functionality filters and aggregates different data sets, producing a more catered and precise collection of information
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The user flow below is the trial run mock, mid production with engineering team.
Filter Redesign - Boolean Functionality
Goal of this project was to build out a robust filter functionality that enabled users to aggregate specific data sets within date ranges. The user flow needed to be intuitive, easy to learn, and scale, depending on how complex the filter needs to be.
