Crew App: Employee Scheduling

DESIGNING A WEB SCHEDULING TOOL

Scheduler Home

ROLE

Product Designer

 

TEAM

Design team + Platform & Customer Success team; myself, 2 front end, 1 back end, 1 web resource

 

DELIVERABLES

Updated web scheduling experience + Excel integration

Overview 

WHY BUILD? 

According to our customer feedback, posting the schedule* as an image on the calendar tab was a much loved feature in the app. Of the people using the core calendar feature, nearly 100% of those people were posting the schedule. These users, however, were not doing anything else related to scheduling in the app. 

*Only admins are allowed to post the schedule. 


Research

CUSTOMER SURVEY

Lucky for me, Crew had previously hired a GTM consultant who had already conducted a massive customer survey. I dug thru the results to gather information pertaining to scheduling and what our customers might want in scheduling:

  • Add a Position
  • Labor cost 
  • Posting available, unfilled shifts
  • Requests feed 
  • Trade shift button
  • Scheduled/unpaid breaks 
  • Limit # of time off requests during a day
  • Search feature for specific employee
  • Print schedule
  • Color coordination
  • Reoccurring, common shifts 
  • Add-Time Off
  • Weather updates 

 Where does our product fall short? It was lacking in many of the basic features needed to compete with paper, Excel or other competitor products.

Where does our product fall short? It was lacking in many of the basic features needed to compete with paper, Excel or other competitor products.


Understanding the User

IDENTIFYING THE KEY PROBLEM

Our users love the Crew product but our data told us that our users really only loved certain parts of the product; chat, tasks, and recognition. The majority of our users were only interacting with the scheduling tab if they wanted to post a photo of their team's schedule. While we were happy to know that our users valued being able to share their schedule with their teams via chat, we wanted to figure out why they weren't using Crew to actually build their team's schedule, too.

We conducted a survey, our sales team talked directly with many users, and we made a trip to a local business using Crew to find out how they were making the schedule. The answers? Users were either using 1) Pen and Paper (40%*) 2) Excel (20%*) 3) Competitor products such as Homebase (20%*) or 4) They were required by their company to used a certain scheduling software (20%*).

The data also told us that over 70% of our users prefer to build their team's schedule on a computer vs. a mobile phone or tablet. We saw this as an opportunity to extend our scheduling product beyond mobile and into a web product. 

*rounded estimates


GOALS

To create a robust employee scheduling tool on the Crew web app, based on the following criteria:

1) Managers must be able to track hours and overtime

2) Managers must be able to build a schedule quickly and easily 

3) Managers must be able to print the schedule

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Additional nice-to-have's:

1) Weekly weather updates 

2) Weekly employee cost based on hourly rate

3) Option to edit the schedule in Excel


    Sketches

    EXPLORATIONS

     Lots of sketching to determine the best way to display the information 

    Lots of sketching to determine the best way to display the information 


    EXPLORATIONS


     

     

    Final V0 shift creation flow


     Final V0 schedule builder

    Final V0 schedule builder