Payment Methods self-service page - can this be made more intuitive?
Summary:
How to make Payment Methods a one-step process, to simplify employee experience
Content (required):
The Payment Methods self-service page currently requires 2-step process.
- First, add a bank account.
- Then add a payment method.
A "warning" comes up when an employee adds a bank account - reminding the employee to also add the payment method in the second step. However, just under 10% employees are still missing this second step.
To bring this process in line with other consumer-grade applications, is it possible to automatically complete the second step when the employee is adding the first bank account? Or make the page a 2-step flow, so that the employee knows that they cannot complete the transaction, until they have navigated to the second page to complete entering the Payment Method section as well?