User experience

Overview

Payroll history product (product=admin) can be useful for FP&A, payroll tax credits and many other applications.

Truv's Payroll history product allows HR admins to share payroll history with your app.

Payroll history data includes information about company employees and their pay for a specified period of time.

User flow

Search payroll providers

When you don't have data about company's payroll provider, HR admin should be able to select payroll provider from the list.

Reach out to [email protected] for suggested UX and copy to improve ConversionConversion - the number of successful connection divided by the number of users who engaged with Truv Bridge..

List payroll providers

When you want to host a list of supported payroll providers on your site, you can use Supported Providers end point and select those that you want Truv to handle.

After user selects payroll provider on your site, you can use Deeplinking to initiate Truv Bridge right on the login screen .

Reach out to [email protected] for suggested UX and copy to improve ConversionConversion - the number of successful connection divided by the number of users who engaged with Truv Bridge..

Successful connection

There are two options after successful login:

  1. Show successful status and let user close the Bridge right after the login (takes 5-10s on average). You would need to subscribe to Webhooks or poll Truv's backend API to check the status of the data readiness.
  2. Wait for company payroll history information to be parsed and show company directory information after the process is complete (takes 30-45 seconds on average).

📘

The best practice is wait only for the login to succeed and send a notification to the user when their information was processed, especially if you work with organization with over 500 employees.

Unsuccessful connection

If user was not able to connect their account, best practice is to present an alternative way of sharing employee directory, such as uploading CSV.

User education

Truv Bridge is a new way to connect HR admin payroll accounts so majority of users connect their payroll account for the first time. To increase conversion rates we recommend educating your users about Truv Bridge by explaining benefits and setting the right context before initializing Truv Bridge.

Your app

Before showing Truv Bridge, we suggest explaining how Truv works step-by-step and providing user the comfort that the process is private and secure.

Users need to understand how they can benefit from connecting their account. Explaining that they can instantly share company directory and complete the process you use Truv for.

For examples reach out to [email protected].


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