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Payment Methods self-service page - can this be made more intuitive? — Cloud Customer Connect
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Payment Methods self-service page - can this be made more intuitive?

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edited Feb 15, 2023 6:32AM in Payroll and Global Payroll Interface (GPI) 3 comments

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.

  1. First, add a bank account.
  2. 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?

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