Enterprise HR · Internal Tool · Design Brief · UI/UX Designer

Zalex — From 5-Day Manual Process to Same-Day Self-Service

A design brief set at Zalex Inc., a fictional manufacturer, where employees requesting employment certificates faced a five-day manual process. I was handed the functional requirements and a set of rough sketches. The job was to design the interface that replaced them, and everything on this page is mine.

Role
UI/UX Designer
Company
Zalex Inc.
Year
2024
Platform
Web Application
Design targets
Same-day
Target turnaround for standard certificate requests, down from five days
0 manual re-entry
All employee fields auto-populated from FAB HR platform
100% audit trail
Every document tracked: requester, approver, timestamp, digital signature

Handed a brief, owned everything after it

This was a design assessment: Zalex Inc. supplied the functional requirements and a set of rough sketches. From that point on, everything is mine:

  • Process mapping — sorting the brief’s failure points into a taxonomy before drawing a single screen.
  • Information architecture & flows — role-based navigation for employees and HR admins, and the request-to-certificate flow that replaces the five-day manual process.
  • Interface design — every screen, including the error and edge cases the brief didn’t spell out.
  • Prototyping & handoff — a Figma prototype, a coded React one, and the documentation that took this from design to build-ready.
Overview

Transforming a manual process

Everything behind that wait was manual. An employee emailed in a PDF form, HR tracked it in a SharePoint list, and the certificate turned up within five business days if nothing went wrong. HR coordinators spent hours a week retyping data that was already sitting in the company's FAB HR platform. Then they answered the follow-up emails from people who had no way of checking where their request had got to.

I designed a self-service portal in Figma that reads employee data straight out of Zalex's FAB HR platform and fills in every field the company already knows. That takes the typing out, and the typing was where the errors came from. The information architecture follows the user stories in the requirements document. An employee picks a certificate type, checks the data on screen and submits. The system generates the draft, HR approves it in one click, and the digital signature and its validity period go on automatically. The certificate is there to download the same day.

The change I care about most is the status. The old process had none. You sent your form off and then you waited, with nothing to look at and nobody obvious to ask.

The brief set out the current process and where it broke down, for HR coordinators and for factory-floor employees. I worked from that document rather than from research of my own, and sorted the failure points into a taxonomy before drawing a screen. Worth saying plainly: I never spoke to a user on this one.

A five-day process built on retyped data and silence

The brief described a process with two failure points, not one. HR coordinators spent hours a week retyping information the company’s own HR platform already held, which is where the delays and errors came from. And once an employee submitted a request, there was nothing to look at — no status, no way to check progress, just a wait and, often, a follow-up email to HR asking where things stood. The problem wasn’t the five-day turnaround by itself; it was that nobody, on either side, could see what was happening during it.

Research & Discovery

Designed for two users

Tomislav R.
Factory Employee · End User
Goals
  • Get an employment certificate for his mortgage application in one day
  • Know where his request is at all times without chasing HR
  • Download a professional document that banks will accept
Pain Points
  • Currently waits 5 business days for a manually created PDF
  • Has to email HR and wait with no status update
  • Previous PDF contained his old job title — incorrect document
Ana B.
HR Coordinator · Administrator
Goals
  • Process requests quickly without stopping other work
  • Issue standardised, tamper-proof documents
  • Reduce the email inbox dedicated to document requests
Pain Points
  • Manually creating each PDF from scratch for every request
  • Re-entering employee data already in the HR system
  • No audit trail — no way to prove what was sent when

Mapping the current state

Current state (before): 5-day manual process
Employee emails HR→HR reads email→HR opens HR system→HR creates PDF manually→HR proofreads PDF→HR emails PDF→Employee checks→Error found? Restart→Correct document received
Future state (after): same-day automated process
Employee logs in→Selects certificate type→Reviews pre-filled data→Submits request→System auto-generates draft→HR approves in 1 click→Digital signature applied→Employee downloads certificate
Finding / InsightDesign Response
5-day wait creates personal financial risk for employees (mortgage deadlines, visa applications)Priority: reduce to same-day for standard requests through automation
Manual data re-entry is the primary source of document errorsPre-fill all fields from Zalex's FAB HR platform — employee name, ID, position, salary populated automatically
No status visibility creates anxiety and generates follow-up emails to HRExplicit three-state status (New / In Progress / Closed) with timestamp visible to employee at all times
No audit trail — HR cannot prove when documents were issued or what they containedEvery document stored with metadata: requester, approver, timestamp, validity period, digital signature hash
Institutional recipients (banks, visa offices) require signed, dated, validity-stated documentsDigital signature + explicit validity period (e.g. 'Valid 90 days from issue') on every output document

From mapping to handoff

Week 1
Process mapping
  • Requirements review & journey mapping
  • Current-state process mapping from the brief
  • Pain point taxonomy
Week 2
Architecture
  • Information architecture
  • Three-state status model
  • User stories & form logic planning
Weeks 2–3
Wireframes
  • Wireframing (employee portal)
  • HR admin view
  • Document preview flow
Weeks 3–4
Visual design
  • Figma design system & component library
  • Status visual system
  • Interaction design (document templates)
Week 5
Handoff
  • Developer handoff specification
  • API requirements
  • Acceptance criteria
Information Architecture

Every screen mapped

Screen / StatePurposeKey Elements & Decisions
SplashBrand entry point before authenticationZalex orange gradient with grill photography · Welcome headline · Single tap/click to continue to login · ZALEX INC. branding
LoginEmployee and HR sign-inSplit layout — brand panel + shadcn form · Email/password · SSO options (Google, LinkedIn, Facebook) · Link to sign up
Sign upNew employee account registrationName, email, password fields · Orange primary CTA · Link back to login · Matches authentication block from shadcn reskin
Employee DashboardLanding page after login — overview of all requestsActive requests with status badges (New / In Progress / Closed) · Request history · “New Request” primary CTA · Status timestamps visible without clicking into detail
Employee New RequestCertificate type selectionEmployment Certificate · Employment with Home Address · Salary Letter · Clear descriptions of what each document contains and typical use cases
Employee Request FormData verification (not data entry)All fields pre-filled from FAB HR — employee name, ID, position, department, salary · Editable “purpose” and “recipient” fields only · Review step before submission
Employee Status ViewReal-time request trackingThree-state progress indicator (New → In Progress → Closed) · Timestamp for each state change · Estimated completion · HR contact if needed
FR 06 — Request Detail PanelEye-icon detail view without leaving the dashboardSlide-over panel with status stepper · Employee data summary · Purpose & recipient · Correction notice when flagged · Download CTA when closed — designed to replace the missing FR 06 screen from the requirements doc
Employee Document PreviewFinal document review and downloadPDF preview in-browser · Download button · Digital signature visible · Validity period displayed · Option to request correction if data is wrong
HR DashboardQueue management for all incoming requestsFilterable request queue by status · Sort by date/priority · Bulk actions · Request count badges · Colour-coded status indicators
HR Request DetailIndividual request review and actionEmployee data summary · Document type · Pre-generated draft preview · Approve / Reject / Request correction actions · Notes field
HR Document ReviewFinal document approval before signatureFull document preview · Data accuracy checklist · One-click approve triggers digital signature · Rejection sends back to employee with note
HR ReportsAudit trail and analyticsDocuments issued by period · Average processing time · Requester/approver/timestamp/signature hash for every document · Export to CSV
User Flows

Step-by-step journeys

Authentication — splash to dashboard
Splash screen→Login or sign up→SSO or email credentials→Role-based dashboard loads
Employee — request and download certificate
Sign in→Dashboard→New request→Select certificate type→Verify pre-filled data→Submit request→Track status→Open detail (eye icon)→Download signed PDF
HR Admin — approve and audit
Switch to HR Admin→Open approval queue→Review request detail→Preview auto-generated draft→Approve & sign→Audit log updated→Export reports CSV
Shared — data correction loop
HR flags discrepancy→Employee notified→Review correction note→Re-submit request→HR approves corrected version
Lo-fi Wireframes

Structure before polish

Five layouts carry the two roles this tool serves. These are their structural pass — the dashboard's status-filtered table, the three-card letter-type picker, the request form, the HR queue's stat tiles over a table, and the request-detail sheet with its status tracker — settled before the shadcn-style visual layer went on top.

Dashboard
New request
Request form
HR queue
Request detail

Dashboard, new request, the request form, the HR queue, and the detail sheet — every other screen in the tool is a variation on one of these five.

Edge Cases

Designed for what goes wrong

An internal HR tool earns trust the same way a banking app does: in the moments a request doesn't move in a straight line, and in being honest about what it can't actually do.

01A correction can't be requested silently. HR's “Request correction” button stays disabled until a note is entered — the employee always sees why their request was sent back, never just a status change with no explanation.
02Employee data is read-only, on purpose. Name, department and position are synced from the company's FAB HR system and can't be edited inside Zalex — so the letter a request generates can never drift from the system of record it's meant to match.
03The signature is labelled for what it is. The document preview carries an explicit “simulated signature — not a real cryptographic signature” disclosure, and the Help panel explains in plain language what “Digitally signed · Audit ID” actually certifies, rather than letting the badge imply more than the prototype can back up.
04Forgot password is honestly a demo. The reset flow runs end to end — email entry, a reset-link-sent confirmation, a new-password screen — clearly labelled as a demo the whole way through, rather than silently failing to send a real email or pretending it did.
05A role-gated bug meant HR couldn't always see its own history. HR admins were briefly unable to open a closed request from Reports & audit at all — a real bug, found and fixed, not a hypothetical; the kind of gap that only shows up once someone actually tries the every-role path, not just the happy one.
06The audit trail's timestamps had to be right, not just present. A timezone bug in the exported CSV's filename was found and fixed — a compliance record with a wrong date on it is worse than one that's merely plain-looking.
Design Decisions

Every choice justified

Decision MadeWhy — RationaleAlternative Rejected
Three-state status model (New / In Progress / Closed)Three states are enough to tell you where you stand. Anyone who has tracked a parcel delivery already knows how to read them.Five-state model (Submitted / Assigned / Drafting / Review / Complete) — rejected; over-segments a process employees don't need granular visibility into
Pre-fill from FAB HR platformErrors came from people retyping data by hand. Pulling it from the HR system instead makes the form something you check rather than something you fill in.Employee self-entry with HR validation — rejected; duplicates data already in the system and re-introduces the error source
Digital signature + validity periodBanks and visa offices want a signed, dated document that says how long it stays valid. Leave that off and the certificate gets handed straight back.Manual signature scan — rejected; not tamper-proof, no metadata, no audit trail
Employee self-serviceA standard certificate needs no judgement, so there is no reason for a coordinator to sit in the middle of it. Automating those leaves HR the exceptions, which are the ones that need a person.HR-only portal with email notification — rejected; maintains the bottleneck and keeps the employee in the dark about status
Interactive Prototype

Try the flows yourself

The React prototype below is live. Sign in from the splash screen and switch between the Employee and HR Admin roles. Put a request all the way through, open the FR 06 detail panel, then try the correction loop. The Figma prototype underneath covers the same journeys with Smart Animate transitions.

Figma prototype

The clickable prototype runs in Figma — click it to interact.

Open full Figma fileOpen it in Figma ↗
Final Design

Every screen in sequence

Screens exported from Figma at 2× resolution, laid out in flow order. Click a thumbnail for the full-size version.

Employee flow — Tomislav

Splash and sign-in, then one certificate request followed all the way to the signed download. The last screens are the correction loop.

Splash
01Splash
Login
02Login
Sign up
03Sign up
Dashboard
04Dashboard
New request
05New request
Pre-filled form
06Pre-filled form
Submitted
07Submitted
Status tracking
08Status tracking
FR 06 detail
09FR 06 detail
Document preview
10Document preview
Correction notice
11Correction notice
Re-submit
12Re-submit

HR Admin flow — Ana

The approval queue, a request reviewed and approved in one click, then the audit reports. At the end, a correction note going back to the employee.

Approval queue
01Approval queue
Review detail
02Review detail
Reports & audit
03Reports & audit
Request correction
04Request correction
Design System

A shadcn-style foundation, kept literal

Fifty-nine Figma variables bind directly to this project's real CSS custom properties — colour, typography, spacing, radius — with no translation layer between the design file and what the browser actually renders. A dedicated Accessibility & Trust page and a Developer Handoff page sit alongside the screens, not bolted on afterward.

Primary — brand orange
#fc4200
Ink — text & structure
#0f172a
Success — issued
#16a34a
Destructive
#ef4444
Muted surface
#f1f5f9
Border
#e2e8f0

Foundations

Type
Inter / DM Sans, system-ui fallback
Radius
0.5rem across cards, buttons and inputs
Breakpoints
Container queries at 720 / 540 / 400px, not fixed device widths

Components

StructureRole-scoped sidebar · topbar icon cluster · status-tab table · stat tiles
FeedbackStatus badges paired with text, never colour alone · disabled-until-valid buttons · slide-over panels
DataRequest-detail sheet with a 4-step tracker · document preview · CSV export with UTF-8 BOM
Outcome & Impact

What the design set out to change

The design takes a five-day manual workflow down to a same-day automated one. Two things do most of that work: nobody retypes data that the HR system already holds, and every issued document carries its own audit trail.

A note on provenance: this was a design assessment, not client work. Zalex Inc. is a fictional company, and the requirements document and initial sketches were supplied to me. The five-day and same-day figures are the brief's premise, not measured results. Everything after that point is mine: the information architecture, the flows, every screen including the error and edge cases, the prototype and the handoff documentation.

What I Learned

What I learned

The decision that mattered here was structural rather than visual. HR sat in the middle of this process because nobody had built anything else, not because a coordinator was checking anything a human needed to check. Once I saw that FAB HR already held every field the certificate needed, the job stopped being “make the form better” and became “get rid of the form.” I look for that switch now. Most of the internal tools I've worked on are a bad process with a nicer surface painted over it.

This is the one to read if you want enterprise work taken from a written requirements brief through to handoff. Role-based flows, a Figma prototype and a coded React one, and a five-day manual HR process replaced by self-service. Employees and HR admins sign in through separate, secure paths and see different screens.

What this project demonstrates

This is the one to read if you want enterprise work taken from a written requirements brief through to handoff. Role-based flows, a Figma prototype and a coded React one, and a five-day manual HR process replaced by self-service. Employees and HR admins sign in through separate, secure paths and see different screens.

Next project
Doggio —
Designing Trust Signals into a Service Marketplace
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Based inRijeka, Croatia · remote worldwide, or relocating within the EU
Right to workEU citizen (Portugal) · no permit needed anywhere in Europe
Open toUI/UX designer roles, employed or contract
Email me directly atnicole@dinardo.design