Robert Half

–

Winter 2021

Job Order Process

Enhancing job order creation for Staffing Professionals

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Overview

Unlocking Efficiency

Organization

Robert Half

My Role

UX Designer – UX Design, UI Design, Prototyping, Interaction Design, Visual Design, User Flows

Timeline and Status

1 Month – Launched Winter 2021

The Goal

Design a new page for staffing professionals that consolidates all relevant job order process documentation to expedite the job order creation process and, as a result, minimize delays.

The Problem

Time as a Barrier

Alleviating the bottleneck

Creating job orders for clients was the primary responsibility for Robert Half's staffing professionals, and served as a cornerstone for the company's revenue generation. The existing process was tedious and decentralized, leading to delays that negatively impacted revenue.

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Tedious Job Order Process

Decentralized creation process and difficulty navigating.

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Revenue Impact

Delays in the process affecting revenue negatively.

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The Solution

Design a new page for staffing professionals that consolidates and expedites the job order creation process and minimizes delays.

Project Timeline

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Problem Analysis

Analyze existing issues causing delays.

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User Research

Conduct user interviews to understand pain points & workflow.

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Prototyping & Testing

Low-fidelity prototypes, gather feedback.

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High-Fidelity Design

Hi-fidelity designs, handoff for implementation.

Week 1

Week 2

Week 3

Week 4

Problem Analysis

Analyze existing issues causing delays.

User Research

Conduct user interviews to understand pain points & workflow.

Prototyping & Testing

Low-fidelity prototypes, gather feedback.

High-Fidelity Design

Hi-fidelity designs, handoff for implementation.

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Project Timeline & Tasks

Diagram

Audience

Staffing Professionals

Primary Revenue Generators

Staffing Professionals play a critical role in generating revenue for Robert Half. However, the existing process's decentralized and inconsistent nature often leads to delays that impact their efficiency.

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Rely on this process to create job orders (primary revenue generator) and achieve success in their role.

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Working with multiple clients per day so they need to move fast.

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Have an endless amount of tabs open in their browser to complete the decentralized process.

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Many make up their own process to try and speed up productivity but find it is still tedious clicking through all the tabs.

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As part of the process, they are required to share their screen with clients, but the decentralized nature of this approach can convey an unprofessional and disorganized image.

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Straight from the source

"Getting through the current job order creation process feels like trying to untangle a web of confusion. It's a constant struggle."

Staffing Professional

"I wish there was an easier way to create job orders. It takes up so much time and effort that could be better spent elsewhere."

Staffing Professional

"Our job order process lacks consistency, and it's frustrating. We need a smoother, more efficient workflow."

Staffing Professional

"I spend more time wrestling with the system than I do actually creating job orders. It's frustrating and counterproductive."

Staffing Professional

"Getting through the current job order creation process feels like trying to untangle a web of confusion. It's a constant struggle."

Staffing Professional

"I wish there was an easier way to create job orders. It takes up so much time and effort that could be better spent elsewhere."

Staffing Professional

"Our job order process lacks consistency, and it's frustrating. We need a smoother, more efficient workflow."

Staffing Professional

"I spend more time wrestling with the system than I do actually creating job orders. It's frustrating and counterproductive."

Staffing Professional

Process

A Time-Sensitive Turnaround

Unearthing the Problems

Initiated by the Executive Director team, this project was a critical focus, aimed at diagnosing and solving delays in the primary revenue driver—job order creation.

In collaboration with the research team, we conducted interviews with Staffing Professionals. The feedback highlighted issues of decentralization and poor findability.

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Decentralized Processes: Different teams or individuals using their own methods for job order creation, leading to inconsistency.

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Redundant Steps: Multiple unnecessary steps were identified, contributing to delays.

Ineffective Search: The existing system's search functionality was not optimized, making it difficult to quickly find relevant job orders or client information.

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Lack of Clarity: Users were unsure of the next steps in the process due to unclear UI elements or lack of instructional copy.

Mapping Out the New Process

Before diving into the user stories, I mapped out the Information Architecture (IA), creating a clearer and more centralized framework that aimed to eliminate the existing bottlenecks.

Ideation

We pitted different lo-fi prototypes against each other to see which performed best.

Brainstorming various layouts (Low-Fidelity)

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Additional Images

Feedback Loop

User and Executive Director feedback led to several design iterations. The final design centralized the process, improved navigation, and optimized the number of user clicks and scrolls.

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Additional Images

Build & QA Phase

Once the design got a thumbs-up, it was time to build. I worked closely with the engineer to ensure the final product mirrored my designs and participated in quality assurance before the launch.

Outcome

Quantifiable Impact

Results

We hit the four-week mark and launched. Within a month, we observed a ~22% decrease in job order creation delays, validating our efforts and design choices.

By focusing on user insights and iterative design, we achieved our key objectives—centralizing the process and slashing delays—ultimately bolstering Robert Half's main revenue stream.

Challenges

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Aggressive Timeline: The tight deadline required focused goal-setting and frequent feedback loops.

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Lack of Precedents: With no previous benchmark, it was crucial to rely heavily on user feedback to inform the design.

Takeaways

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Communication Matters: It's crucial to articulate design decisions in terms that stakeholders, particularly executives, will understand.

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Feedback Loop: Constant stakeholder engagement ensured that the project stayed aligned with organizational objectives.

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