STEP 1: CONTEXT
What is Bullhorn Expenses?
Bullhorn sells recruiting software, one part of which is Bullhorn Expenses. This primarily web-based experience is where job candidates would submit their expense reports. These reports are then sent to the Bullhorn ATS for payroll admins to review on desktop.
Who are the target users?
Amanda the job candidate as the end user who submits expense reports for reimbursement
William the payroll administrator from the recruiting agency who reviews Amanda's expense reports on behalf of her employer Tampa General Hospital
What prompted this redesign?
Both personas complained that the existing experience was overly complex and not optimized for mobile. My objectives were to simplify the experience and ensure mobile responsiveness to ultimately help candidates and payroll admins save time in their busy work days. The statistics below help quantify the needs of our target users.
STEP 3: PROTOTYPING
After gathering feedback from our usability tests, I synced with our product team to narrow down the most relevant takeaways for our designs. The following screens depict the changes we made to the experience including a new feature and new design components.
Pain Point #1:
Candidates typically upload one image with multiple receipts to save time, but these images are too blurry for payroll admins to review so they end up rejecting those expense reports.
Payroll admins receive expense reports with no receipts even if they are required.
New Missing Receipt Feature
Screen A addresses the first pain point of "blurry receipts" by having text that clearly instructs candidates to upload one receipt per image. Screen B shows our new "Missing Receipt Declaration" feature which allows candidates to declare a missing receipt for expense reports where receipts are required, to bypass the receipt upload step.
Pain Point #2:
Editing Expense Reports
Change A demonstrates a simple solution to the problem of not being able to read the expense report status by adding a border to increase legibility. Change B addresses the problem of an unclear expense button by adding elevation and a blue button with a pencil icon to indicate it is editeable.
Pain Point #3:
Finding expense reports within a list is hard for both candidates and payroll admins alike.
Once submitted, an expense report could not be edited, leading to many duplicate reports.
Finding Expense Reports
Compared to the Version 1 screen, our final prototype added an "Active/Past" toggle to help filter expense reports and make it easy to search (Change A). We also allowed submitted expense reports to be edited to prevent duplicate reports and foster user freedom (Change B).
