Simplifying Wagepoint's user onboarding experience

Next step card

Prompts users to complete next step with explanation as to what it is.

Incorporating progressive disclosure by only showing users the details of their next step helps to prevent overwhelming users and allows them to feel more in control.

Account set up checklist

Users can see their progress in a progress bar, as well as all the checklist steps listed.

Users know what to expect when checklist items are clearly defined and can confidently complete setting up their account.

Gamifying the experience by adding a progress bar gives users an incentive to complete all checklist items.

Account set up navigation card

Users can see their account set up progress from every page in the app until account set up steps have been completed.

Now, users can navigate back to the account set up page or directly to their next step in the account set up process, saving them time and effort.

Dynamic dead-end prompts

Appropriate prompts appear in dead-ends which encourage the user to complete certain account set-up steps. Now, users will have full access to where they were once trying to navigate.

Offering users transparency about system constraints will help users better understand how their company information impacts different areas of the Wagepoint app.

Allowing users to navigate organically through the app gives them a sense of ownership over their experience.