SDHR Return-to-Work Dashboard

Product: Return to Work Sub-Portal
Industry: Fintech / Enterprise Admin Systems
My Role: Product Designer
Scope: Employee flow + HR Admin dashboard
Focus: Process design, compliance, automation, experience clarity

Returning from parental leave is a sensitive and complex moment for employees. At the same time, in fintech and enterprise environments, HR processes must be compliant, trackable, and audit-ready.

The goal of this project was to design a structured digital workflow that supports parents coming back to work while giving HR teams full visibility and control.

Instead of treating return from leave as a simple status change, we designed it as a multi-step, guided journey integrated into an SDHR dashboard.

Overview

Problem description

Before this solution:

  • Return requests were handled via emails and PDF forms

  • HR manually tracked deadlines

  • Managers were informed late

  • Employees were unsure what to do next

In regulated industries, this creates:

  • Compliance risks

  • Data gaps

  • Operational delays

  • Poor employee experience

The system lacked transparency and process structure.

The Challenge

To design a single, auditable SDHR workflow that works at scale, integrates with admin dashboards, and remains human-centered.

The Objective

Design a Return to Work Sub-Portal that:

  • Guides employees step by step

  • Automates eligibility and deadlines

  • Provides real-time progress tracking

  • Integrates with the HR admin dashboard

  • Reduces manual HR work

The solution needed to be scalable, structured, and compliant.

Iteration 1 — Visibility First

Problem

Employees didn’t know:

  • When they were eligible to return

  • What actions were required

  • How long the process would take

HR also lacked a clear overview of upcoming returns.

Solution

I designed a dashboard entry screen that shows:

  • Return eligibility status

  • Official return date

  • Clear call to action

  • Progress indicator (step-based process)

This created:

  • Transparency

  • Predictable structure

  • Shared source of truth

This iteration focused on clarity and system states, not complex interaction.

Iteration 2 — Guided Workflow

Problem

Eligibility information was not enough. Employees needed guidance.

Solution

I created a structured multi-step flow:

  1. Return Overview

  2. Work Arrangement

  3. Manager & Team

  4. Readiness Check

  5. Review & Submit

Each step:

  • Collects structured data

  • Updates the dashboard in real time

  • Creates trackable system checkpoints

For employees:

  • The process feels manageable

  • Progress is visible

  • The journey has a clear end

For HR admins:

  • All returns are visible in one dashboard

  • No need to chase forms

  • Process status is transparent

Iteration 3 — Adding a Virtual Agent

Problem

Not every employee is ready to return immediately. Some need clarification.

Silence from employees creates uncertainty for HR planning.

Solution

I added a virtual agent interaction layer.

Instead of forcing a form, the system asks:

  • “Are you returning?”

  • “Do you have a question?”

  • “Not yet?”

This simple interaction:

  • Captures early intent

  • Reduces HR inbox traffic

  • Generates forecasting signals

  • Improves workforce planning

This step made the system proactive, not reactive.

Iteration 4 — Admin Dashboard Integration

Problem

Not every employee is ready to return immediately. Some need clarification. Silence from employees creates uncertainty for HR planning.

Solution

I added a virtual agent interaction layer.

Instead of forcing a form, the system asks:

  • “Are you returning?”

  • “Do you have a question?”

  • “Not yet?”

This simple interaction:

  • Captures early intent

  • Reduces HR inbox traffic

  • Generates forecasting signals

  • Improves workforce planning

This step made the system proactive, not reactive.

What I Learned

  • Enterprise UX must balance empathy and system logic

  • Admin dashboards require different thinking than user-facing flows

  • Process design is as important as visual design

  • Even regulated systems can feel human