TSheets + QuickBooks Payroll Integration

Payroll is a critical part of running a business. Mistakes are costly: Underpaying hurts employees, overpaying hurts the bottom line. This causes lack of confidence.

Employers have enough on their plates. Right now, they spend too much time and effort gathering info from different places. 

Customer Problem

I am a QuickBooks user who needs to review workers’ time

I am trying to ensure accuracy of time reported by my workers

But it’s confusing and time consuming to do this

Because there’s a lot of time-related data in different places to review

Which makes me feel scattered, like I’m spending a lot of time, and lacking confidence

Goals

Improve integrations : Employers can run their payroll accurately knowing when and where their employees are working. 

Eliminate back and forth to lower the error rate : Everything in one place. What once took 8 touchpoints will now take 2. 

Success Metric

- Beta ACs: 80% task completion of time approvals and subsequent payroll run; no P0 bugs

- Boost 60-day retention from X% to X+5%*

- Boost PRS from Y to Y+5*


Current workflow

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User Interview and Learnings

8 Companies | 1-25 Employees | 7 Industries : IT, Accounting, Aviation, Construction, Event Services, Inspection, Marketing

Approving and running payroll are two distinct jobs.

Some users don’t approve hours at all.

Others add hours manually while running payroll.

Design Sprint

  • Customer problem

  • Learning tour

  • Review use cases

  • Go broad to Narrow storyboarding

  • Create mockups

  • Prototyping

  • User testing

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#4 Split view tested best on user testing : Easy to glimpse through the data and find anomalies.


Final Design

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New Flow

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Responsive Layout

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Result

Beta testing 5000 users

15% of user visited ‘Approval screen’ from QuickBooks Run payroll.

Rest of the users approve time in TSheets or do not approve time at all.

Of the users who visited new ‘Approval screen’, 95%of users approved the employee hours in the new flow.

1/3 of those users clicked ‘Approve All’

82% of the users came back again to approve hours in new flow.

Next Step

Need to improve discoveribility of the new feature.

This feature proved that there is need on more tight integration with TSheets and QuickBooks Payroll.