Fidelity
HRIS Application
Client
Brief
Integrate Fidelity’s suite of HR applications and radically simplify the employee & HR admin experience.
Launched
April 2019
Role
Design Director, Designer
Website
N/A
Tags
App Design
React Native
Financial Services

One platform to rule them all

Fidelity Works integrates dozens of Fidelity’s workplace platforms (e.g. HRIS, Payroll, Health) into an easy to use application.

Four Key Archetypes

Research established four archetypes: The Custodian and Caretaker act as “Deciders” who set strategy and goals, while the Handler and Processor are “Doers” involved in daily administration.

Keys to Success

Free up time for strategic initiatives, ensure data is accurate, and makes employees feel empowered.

Depending on the size of an organization and their needs, the Unified Experience is designed to accommodate multiple layers of HR platforms and modules.

Hub and spoke model

The platform features key hubs for managing business data and organizational structures. Core functions like recruiting, org charts, and human capital management are handled by theHuman Resources Hub.

A variety of products compliment the HRIS system that include Health, Payroll, Defined Contribution and more.

Employee intel

New Hires can be added to the system in under 5 minutes, or the candidate can fill out their information in the Hiring Portal.
Everything an administrator needs to know about an employee is easily accessible.

An additional org chart gives both administrators and employees visibility into reporting structure.

Designed to Fit

The Unified Experience dashboard features modules from each platform. Benefit administrators can manage employees, review financials, view notifications and track progress.

Given the complexity of data, only employee tasks and high-level visualizations were brought into the mobile experience.

REsults

1,427
New accounts added in 2019.
85%
Reduction in call center volume.
77
Net Promoter Score

Credits

Andy Primeau
Associate Creative Director
Ashley Engel
Director, Program Management
Becky Minervino
Partner, Strategy
Brian Gillespie
User Testing
James A. Gardner
VP, Client Service
Jon Ianelli
Partner, Client Service
Linda Mateos
ACD, Experience Design
Marissa Jacobs
Experience Strategist
Rich Heald
VP, Strategy
Shane Garvey
Senior Experience Designer
Tobias Ecsedy
Senior Visual Designer
Yaoming Hao
Illustrator / Designer