Employer: Intuit, Mountain View, California
Challenges: Design an intranet application to replace the paper form used for employee stock purchase plan signup and changes. Putting the functionality online changed the process for the staff processing the changes, as well as for employee users. Because an employee might incur financial risk by using the application, help text had to be carefully worded.
Dutchgirl’s solutions
I wrote user interface copy for several different user scenarios based on business requirements of the company’s stock plan. Here are the deliverables I produced:
- Application flow: Flowchart for each user scenario: new signup, changes to contribution during or after open enrollment, withdrawal from the plan, and several others.
- Interface copy and help: Series of screens for login and for each user scenario, including instructions to the engineers for dynamic text. A chart of error messages mapped to issues. Context-sensitive help about ESPP paycheck contributions and the rules of the plan.
- Emails: Messages automatically generated by the system to send employees confirmation of changes they had made in the application, including instructions to engineers for dynamic text.