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Bangalore, India
HRMS

Letter
Request Tool

Help employees apply for specific letters like employment proof letters, visit letters etc. without needing to approach their HR Generalists and eliminate need for HRGs to provide physical letters.
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background

Users

Employees, Team managers, HR Generalists, HR Services

 

Objective

The main objective was to build an online self service tool that employees can use to request letters and get them approved by their managers and/or HR Generalists. Earlier this process was manually done by employees requesting through their HRGs, which took a lot of time off the HRG's daily schedule and made the process cumbersome and opaque.

Automating this task would not only help HRGs but also employees who will now have easier access to letters without needing to follow up multiple times with HRGs. Letters requiring approvals would be routed to Managers/HRGs who can now access all the requests through HR Direct instead of relying on mail notifications. Once a request is received HRS team would be kept in loop if the letter requires a physical copy and approval. Access to this tool was provided to all users with roles defining their tasks.

My Role

Design Lead responsible for end to end experience and application road map along with project team

Collaborate with engineering team for implementation strategy.

Testing to gather feedback from all personas to improve design and funnel into requirements

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research

Sample Letter Types (APJ region)

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design

Task Flow

Screen Flow

User Interface - Employee Flow

User Interface - Manager Flow

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voice of customer

Feedback

“Really user friendly and easy to use, reduces lot of waiting time and very easy to generate.”

 

“Intuitive and simple, great to have a self service letter generation tool!”

“Great idea, nice design!”

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