Your name is Jamie Smith and you’re an employee administrator at Innotech. Your company just started using Insperity. You’ve just logged in to your Insperity account.

Scenario 1: Find and update Employee access

Ashly McNeil in customer service recently got promoted to manager of customer service in Houston, TX. Because of her promotion, she now needs access to view the employees she’ll be managing. How would you grant her this access?

Scenario 2: Copy Roles across employees

Jordan Nash also got promoted to manager and he’ll need the same access you just provided Ashly (needs access to view the employees they’ll be managing). How would you give Jordan the same access as Ashly?

Scenario 3: Filtering

See how many employees are in the HR department.

Scenario 4: Edit Multiple

You need to give ‘User Access Administrator’ to all employees in your HR department. How would you grant this new access to the employees that need it?

1. Need an interface that’s easy to consume.
2. System that’s easy to pick up and use. (Little to no training needed)
3. Group roles: What roles make up positions
4. Group roles: What roles compliment others
5. Create user defined role groupings
6. Clearly define roles
7. Create filters, allow sorting, add search
8. Start with Employees (not with company ID)
9. Duplicate roles across employees
10. Built for expanse
11. Compare employees (roles they have)
12. Wizard Approach

You are an operations manager for an oil and gas refinery with around 150 employees. You’ve been in this role for 3 years. Your company just signed up with Insperity.

Scenario 1: 

Your company recently received a contract with the Department of Energy. You want to learn about any HR related regulations and requirements that now apply to your company. How would you learn more about government regulations that might apply to your company?

Scenario 2:

You’ve decided you want to hire a new HR admin, to offload some of your responsibilities as an operations manager. You want some help from Insperity with finding a new HR admin, but you’re not exactly sure how this works. How would you find more information?

Scenario 3:

Insperity has helped you recruit a new HR Admin, Bill Watson. He’s accepted your offer. Now he needs to be entered into the system as an employee. How would you do this?

Scenario 4:

You have an employee with ongoing medical issues who has asked for help with a leave of absence. She’s unable to go online and research this herself due to the medical issues. Can you help her by finding information on leave of absence benefits and submitting the request?

Scenario 5: 

You’ve been noticing a lot of employees seem to be leaving lately. You decide to check on how many employees have left your company the past year. How would you do this?

Scenario 6: 

One of your employees, James, accidentally drops a heavy piece of equipment on another employee, Ranaldo, and causes Ranaldo to fall down the stairs, with the equipment partially on top of him. The fall knocks him unconscious and you think he may have other injuries. You are onsite, so you call an ambulance to take him to the hospital. As Ranaldo’s supervisor, what would you do next?

Scenario 7: 

It’s been a few months and James has been unable to improve his job performance. You would like to terminate him, but you’re concerned about the legalities and would like some advice. What would you do?

Scenario 8:

You found out you can add your spouse and children to your insurance policy, but you need to evaluate the different medical insurance options and choose the best plan for you and your family. How would you compare different insurance options using ESC?

You are the Operations Director for an ad agency called “Sterling Cooper”. Along with being a director, you’re also responsible for maintaining the company’s org chart. You have set up two versions (views) of the company’s chart: one organized by department and another organized by level within the company.

Scenario 1: 

Sterling Cooper has given each employee a company cell phone. You want to add each employee’s new number to the org chart. You’ve already updated and imported your data source into OrgPlus. How would you add the new numbers to Sterling Cooper’s chart using OrgPlus?

Scenario 2: 

Sterling Cooper currently shows its employees’ personal and company phone numbers on its org chart. Many employees have complained about receiving phone calls to their personal numbers, so you want to remove this field. How would you do this using OrgPlus?

Scenario 3: 

Some of your employees have notified you they haven’t been issued a company phone yet. Instead of asking the entire company who hasn’t been issued their company phones, you want to see within the org chart who doesn’t have a company phone number listed. How would you do this within OrgPlus?

Scenario 4: 

Sterling Cooper has just expanded to include a marketing department. How would you distinguish this new department from the others in your org chart within OrgPlus?

Scenario 5: 

Sterling Cooper’s new marketing department recently rebranded the company. You are so excited about the new color scheme that you decide to apply it to the org chart. How would you update your chart within OrgPlus to reflect the new colors orange (#cf7633) and beige (#d9c590)?

Scenario 5: 

Your HR administrator set up a new marketing manager role for the new marketing team. You need to give the marketing manager access to see the departmental view of the org chart. How would you do this within OrgPlus?

Workspace:

• Rename ‘Views’ to ‘Data Views’
• Add ‘Edit’ link next to each data view, clicking deep links you to summary for each
• Control Panel Legend: Add ‘Edit’ Link next to each defined Card and Border Stack

Admin:

• Rename ‘Views’ widget to ‘Data Views’

Data Views Section

• Add ‘Done’ button at the top left of each page/section to go back (currently done is at the bottom left)
• Remove explanation text for ‘Data Views’ and place within a tool tip to the right of the title
• Start with the Summary upon entry
• Add tool tips by each widget Header
• Reorganize buttons in Data Views selection widget
  • New View
  • View drop down
  • Create a Copy
  • Preview in Chart
  • Delete
• Give ability to Edit/click into each section from widget

Selected View

• Place View Name in view Widget
  • Example: View Name Data View: Summary
• Logically Order Left Navigation

Summary

• Start with this section upon entry
• Add tool tip next to summary title
• Move description to summary (if created) and place at top
• Add ‘Styles’ widget to summary section
• Add ‘edit’ link in each widget
  • Make each widget completely clickable to link to their respective sections
• Cards Widget
  • Create ‘Inactive’ list

Cards Section

• Add tool tip next to Cards title
• Replace ‘New’ button with Manage
• Move ‘Add new card’ (create new box type) button in line with other cards
• Add a toggle for show/hide inactive cards
• Add numbering to cards to show Hierarchy
• Remove actions from top right of cards container and place in a hover state for cards which consist of
  • Edit
  • Deactivate/Activate
  • Delete

Add New Card

• Break into 3 section:
• A: Section title and card selection.
• B: Card Properties Section.
• C: Field Properties section
• BY DEFAULT: have Card Properties Section open when adding new card.
• Add a drop down to quickly cycle through all available cards to edit. By default shows “New Card” if add new card is clicked.
• Card Properties: section contains name, color and properties for card (now grouped in one area)
• Field Properties Section: section contains all other editing capability of card from a field standpoint.
• Lay page out in 3 column grid
  • Col 1: add new card button, followed by list of cards in view
  • Col 2: Card properties
  • Col 3: Hot link to customize card (edit) and preview (color/text color preview)

Edit Card

• Add Tool tip to explain edit card
• Break into 3 sections:
• A: section title and card selection drop down.
• B: Card Properties Section.
• C: Field Properties Section.
• BY DEFAULT: have Field Properties section open when editing.
• Add a drop down to quickly cycle through all available cards to edit
• Add a ‘Currently Viewing’ drop down to quickly cycle through all available cards to edit
• Move action buttons to the top to provide visual clarity
  • Add Data (Step through modal)
  • Copy Data To (Step through modal)
  • Remove Data From (New functionality) (Step through modal)
• Use 3 Column layout
  • See example
• Add Button called ‘Manage Card Properties’ that takes you to manage cards location
  • See manage cards section

Borders

• Rename ‘Highlight Groups’ to ‘Borders’
• Add tool tip next to Borders title
• Creating New/Editing
  • Opens a page vs a modal
  • Page uses 3 column layout

Styles

• Make styles the 4^th option in the left nav list
• Add Tool tip next to styles title and each section in styles
• Add ‘Gradient’ check box in ‘Card Colors’ options area
• Rename Box Highlight Styles to ‘Border Styles’
• Remove ‘Box/Card properties section
  • Add ‘Gradient check box’ to Card Styles
  • Remove option ‘Header on bottom’

Settings

• Rename ‘properties’ to ‘Settings’
• Rearrange order of settings options
  1. Name, Description
  2. Profiles
  3. Roles
  4. Sort Fields
• Grant ability to link to profiles section from here
• Once in profiles from starting at views, clicking ‘Done’ Returns to ‘Data Views/Settings’
• Grant ability to link to roles section from here
• Once in roles from starting at views, clicking ‘Done’ returns to ‘Data Views/Settings’

User Background:

Your name is Jamie. Insperity provides timesheet, payroll, and HR services for your company. You have just logged into your Insperity account.

Scenario 1: Discover Notes & Enter Notes

You attended a conference on December 15th. Document this and include your attendance certificate (Grade A Management) as if it’s saved on your desktop.

Scenario 2: Review a Peer Note

You received feedback from Alex Fernandez on 11/12/2017. Find out what he wrote.

Scenario 3: Enter Peer Note

Your coworker, Brook Harvey, recently helped you meet a tight deadline, even though she was busy with her own projects. Share this positive feedback with Brook’s manager.

Scenario 4: Optional Manager Task

You just received a rave review from a client regarding a campaign your employee, Jude Bennet, created for them. You’d like to reference this review when it’s time to complete his performance review at the end of the year. How would you document this?

High Level Ideas

• Ability to attach to goals
  Feature available inside goals as well as its own section
• Task and milestones for goals.
  Create notes on goals to show progress
• Ability to comment on departmental level?
• Rename to ‘Notes’

NOTE: Single person recognition. Departmental recognition – trickle down to EE’s inside department?

Discoverability

• Banner on Insperity Premier home page

Accessibility

• Own section in PSO called ‘Notes’
• Feature lives in goals / ability to attach to goals
• Marketed on Premier home page

What can you do with Notes?

• Keep track of own accomplishments
• Request feedback from peers
• Send feedback for peers (peer to peer recognition/feedback)
• Peer to department feedback
• Add attachments to entries
• Attach endorsements
• Track progress for goals in Notes
• Ability to send to peer plus peer’s manager, just peer, or just manager
• Documentation software (good, bad, and in-between instances)

User Background

You’re a payroll admin working for Houston Family Auto Center, a car dealership in Houston, TX.

Scenario 1: Shift Differential

Blake Jensen, a security guard at your company, transitioned from working day shift to night shift on September 18th. He will continue to work 40 hours per week and he will also receive an extra $1.00/per hour while working night shift. How would you update his compensation to show this change?

Scenario 2: Add Rate 2

Tori Makle, an office worker at your company, is taking on additional responsibilities and will now work 8 hours/week as a shift supervisor at a rate of $20 per hour using “Rate 2 – REG”. She will continue to work the remaining 32 hours/week at her current rate of $15 per hour. These changes will begin on September 25th. How would you update this from here?

Scenario 3: Commission

Ranaldo Salvos, a new sales hire at your company, has finished an initial training period and will now begin receiving a commission only salary. He will no longer receive a training pay rate (Rate 1). These changes are effective September 25th. How would you update this from here?department.

Scenario 4: Car Allowance

Ranaldo Salvos will also receive $150 each pay period for a vehicle, starting on September 25th. How would you update this from here?

1. Ability to add & edit employee compensation as needed
2. Remove base pay area and replace with compensation overview – needed for Life/ADD
3. Explain via interface what’s happening to end uses for pending items
4. Wizard Approach