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SLACAY

Satrajit Neogy
(APM applicant)
Assumptions

- Leave Management System (LMS) already exists in company, synced to other systems
such as payroll management, performance management, employee onboarding, etc. We
assume the organization has already onboarded a suite of products to cater to the above
mentioned use-cases

- APIs for above mentioned LMS is public, hence, integrations can be build

- HR admin uploads all necessary info, such as, org structure, number/type of leaves
available, onto older LMS

- Employees using Slack are tech-savvy and can use Slack’s “slash commands”

- HR admins don’t use slack on a daily basis and would likely not being very comfortable
using “slash commands”
User Personas

Employee, Ria, 26- Team Lead, Kate, 30-year- HR Admin, Jill, 32 years old,
year-old software old engineering manager, responsible for managing
Persona leading a team of 8 HR operations for the
developer, working as
developers company
an individual contributor
- Appreciates “deep work” - Plan sprints and assign tasks
- Wants employees to follow
- Wants clarity on company very methodically
routine procedures, timely
holidays to plan leaves - Have clarity on team’s leave
- Wants to implement/edit
- Be updated on schedule while planning
employee wellness plans
Motivations number/type of leaves left sprints
based on data-driven
- Clarity on teammates’ - Overall morale of the team
insights
leaves to plan/collab better and does her best to keep
them spirited
- Has to break her state of - Does not appreciate “pings” - Has low levels of clarity on
flow for mundane tasks, which demand her attention in employee wellness due to
such as applying for leaves the middle of focussed work covid imposed wfh
Pain Points - Gets inundated with pings - Delays in sprint due to getting - Does not like reminding
from her teammates on blind-sided by scheduled leaves team leads to approve any
days she is off which were planned earlier pending leaves
Research Plan

- Obtain data from HR Admins on records of “leave application received at” Vs “leave applied
for date” to validate core problem statement
- Float survey to employees to rate productivity in absence of notifications, would validate
necessity to design our product in a manner that it sends out less/opt-in notifications
- Survey to employees asking “#times you need to view company holiday schedule while
planning your leave, thus validating need to have holiday calendar easily accessible
- Survey to employees, asking to rate experience of receiving pings during their scheduled
leaves, thus validating the need to build something which works towards reducing pings
- 1:1 interviews with team leads to ask, how do they view team bandwidth while planning
sprints, thus validating need to have this info on a easily look-up able UI
- 1:1 interviews with HR admins/Team leads to ask:
> Metrics of interest to gauge employee wellness/team morale
> Levels at which they would like to view/compare such data, ie, company, team, and
individual level
> Frequency at which they would like to view this info
User Flows
# User Story (Feature) User Flows UI & Design Release Version

1 For employee to apply for leave User inputs slash command and Slash command → Modal
v1
without leaving slack is expected to enter leave details containing:
environment - Leave-type: Drop-down (#days
left in bracket against type name)
- Date: Calendar widget (company
holidays marked on calendar)
- Reason: Free text-box
- If applying for an exhausted
leave type, message to show
“Contact HR/Team Leadr”

2 For team leads to choose User installs slack app → Pop-up with message “Enter v1
notification type enables app → ask user for notification setting”, with drop-
desired setting in pop-up screen down for:
#1 Instantaneous
#2 After X approvals get stacked
→ “Choose X” → drop-down,
containing #approvals
#3 After Y days → “Choose Y” →
drop-down containing #days

3 To convey teammates when Users to be shown signals on - Hammock emoji next to person’s
v1
one is on leave person’s slack messenger profile name
that person is on leave - To show “On Leave till <Date>”
upon hover
4 For team lead to reactively User to be shown - Slack bot sends a message with text v1
approve leaves: Slack bot employee name, leave “Please see pending approvals below”
which sends notification date & reason. - Employee cards to appear (stacked in
according to chosen User to input case of multiple), each card to contain:
notification style approve/reject Icons for input info, ie, Employee name,
leave date, reason & drop-down with
options “Approve/Reject” → If Reject →
Text-box for reason

5 For employees to view leave User inputs a slash Modal opens up and is populated with
types and their command, which invokes company leave policy as uploaded on older
v1
meanings/consequence, ie, the slack app LMS
company leave policy

For team leads to User inputs a slash Slack bot sends message to user with
6
proactively approve leaves command, which invokes remaining applications to be approved in the
v1
the slack bot as in #4 similar stacked card format

7 For team leads to view User inputs slash Calendar widget to have the following: v1
holiday schedule of their command, which invokes - On days with no team members on leave,
team over the next sprint a modal with a calendar show the date unmarked
cycle widget - On days with team members on leave,
show the date in red, upon hover, show
employee names
- Have company holidays marked in yellow,
upon hover, show holiday name
8 For employee to receive Slackbot to send Notification from Slackbot to be triggered to v1
notification when leave notification when employee containing:
request is corresponding team lead - Approved Or
approved/rejected approves/rejects leave - Denied, with reason for denial
application

9 For HR admins to visualize User to be sent an email - User to be asked for level (org, team
leave statuses of containing link to individual)
v2
employees Dashboard at agreed- - Upon selection of org, metrics at org level
upon frequency to be shown
containing metrics such - On selection of team → Team Names
as: Leave Type1 (drop-down) → Team Selection →
%consumed, Leave Scorecards containing metrics to be shown,
Type2 %consumed, .. , metrics like: Leave Type1 %consumed,
central tendencies of time Leave Type2 %consumed, .. , central
difference b/w application tendencies of time difference b/w application
date & leave date, date & leave date, #Backdated leave
#Backdated leave approvals
approvals - On selection of individual → Table view
with rows as employees and column headers
as metrics such as: Leave Type1
%consumed, Leave Type2 %consumed, .. ,
time difference b/w application date & leave
date, #Backdated leave approvals
10 For team leads to gauge team User to use slash command - Modal with text “See data for team v2
spirit/morale vis-a-vis to start the flow here” (here: CTA to dashboard link)
population (org level) metrics - 1st screen on dashboard contains
drop-down for Team/Individual
- On selection of team, table view to
open up with column headers as
“Your team,Org wise”, rows to contain
metric name, team’s score and org
wide score
- On selection of individual, table to
open up, with column headers as
metrics and rows as employees

11 Google Calendar/Outlook/iCal Message to be shown to the Message to pop-up on bottom right of


integration for teammates to person on saving a calendar the screen, <person(s)> are on leave
v2
know that a teammate is on date when one/more on this day. To become stacked when
unavailable attendees is on leave multiple attendees are absent

12 Gmail/Outlook/Apple Mail User sending email to any Automatic reply to be sent to person
integrations for “Out Of Office” person on leave to receive a sending email from on-leave
v2
automatic reply when someone reply stating person is OOO recipient’s email ID
who is on leave receives an
email
Thank You!

In case any points seemed compressed in the slides above, please see: https://tinyurl.com/a55cypfn

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