Author’s note
Still working through content in this case study.
Summary
I conducted research to design a new homepage for Lever users to have an overview of their tasks across the platform to action on. In doing this work, I was also able to solve customer pain points associated with the approvals task by providing an entry point into a simplified flow from the homepage.
October 2023 to March 2024
Creating a workspace for hiring teams to manage tasks
Lever's new homepage.
Team
Product Designer: Joe Li
Product Manager: Caroline Close
Engineering Manager: Abraham Ziolo
Development Team: Victoria League, Chelsea Huff, Wei Wong, Mitch Miller, Jorge Vasquez, Sebastian Martinez
Overview
User Workspace is the name of Lever’s new homepage project that launched in February 2024. I led design for this project to create a space for recruiters, hiring managers, and supporting team members to provide an overview of all outstanding recruitment tasks that need to be accomplished in Lever.
Context
Since its inception as a recruitment product (YC 2012), Lever had always lacked a dedicated space for users to manage their tasks. When logging in, users were presented with a large, unpersonalized table of candidates that failed to address what actions needed to be accomplished, leaving users overwhelmed and often unaware of the workload they had to keep track of across Lever.
Lever's Candidates page: the previous homepage Lever users were directed to on landing.
Problem
The need for a dedicated space in Lever for hiring teams to manage their tasks was a repeated customer ask that had consistently been undressed.
One pain point repeatedly brought up by customers was the difficulty in keeping track of approvals. Approvals is a task that that requires different team members to finalize job postings and offers for candidates.
The User Workspace ↓
What is the User Workspace?
User Workspace serves as Lever’s new landing page that users are sent to when logging in. The homepage consists of widgets that tell users what tasks they need to accomplish, alongside relevant actions users can take.
User Workspace overview.
My tasks
My tasks consists of immediate actions users can take to action on their workload in Lever. These actions take users directly into relevant product areas where they can clear tasks associated with their accounts.
Insight Cards
Insight Cards sit on top of the user workspace to provide high level visibility into filterable information owned by the user. This bridges actions previously available from Lever’s older homepage.
Approvals
Common complaints with Lever’s approval feature included:
the lack of insight across the different types of approvals (postings, offers, and requisitions),
the reliance on email to show approval information (with a disconnect between what’s actually in Lever),
the amount of steps it takes to get into the approval process.
With these pain points in mind, the approvals widget was designed for customers to provide an overview, and to reduce the amount of steps required to be actioned on.
Approvals overview.
The widget further simplified the approvals task by creating a direct entry point into approval information, providing missing information that was previously only shown in email, and highlighting the action that needed to be completed for users.
Retrospective ↓
Creating a workspace for hiring teams to manage tasks