Jeevraj Chadha

Giving HRs clarity and control in managing employee benefits

UX Strategy

UI Design

UX Copywriting

How might we design a dashboard that surfaces the most critical, time-sensitive tasks for an HR manager, while making deep-dive data easily accessible but not overwhelming?

Challenge

HR managers lacked a clear view of their organization. The dashboard was cluttered and benefit-centric, making it difficult to answer basic questions like how many employees were covered or the status of a single claim. For enterprises, slow load times and poor search made this even more painful, while critical tasks like enrollments or low balances were buried under banners. Instead of enabling self-service, the dashboard left HRs chasing Account Managers for answers.

Approach

HRs don’t come to Plum every day without reason. They log in when something needs to be done. That meant the dashboard had to focus on surfacing exactly what required attention in that moment, and making it simple to act on.

As the sole designer on the project, I worked closely with our PM and engineers, grounding decisions in user interviews, support tickets, and conversations with both HR managers and Account Managers. The message was consistent: the old dashboard made HRs work too hard - searching across benefits, piecing information together, and often turning to AMs for answers.

My approach was to reimagine the dashboard around HRs’ actual workflows: highlight what needed immediate attention, reduce friction in completing routine tasks, and ensure that deeper information was still available when required.

Solution

To solve this, I led a redesign that shifted the information architecture from a benefits-first to an employee-first model - giving HR managers a complete, 360° view of every employee in one place.

 

The new centralized dashboard transformed how HRs interacted with data:

  • Surfaced critical actions upfront - enrollments, approvals, and low balances were prioritized, ensuring nothing slipped through the cracks.
  • Unified employee information - all benefits, claims, and dependents came together in a single view, eliminating the need to jump across policies.
  • Improved Organization-level visibility - a redesigned overview provided clear, high-level signals on balances, coverage, and claims, so HRs could gauge the health of their workforce at a glance.

Impact

The redesign made the dashboard the reliable hub it was meant to be. NPS jumped from 48 to 75, and support tickets about finding employee and benefits data dropped noticeably. Tasks that previously took minutes of searching could now be completed in seconds, giving HRs the confidence to manage benefits independently instead of leaning on AMs.

Project Details

Who: Ashish (Product Manager), Aditya + Sooraj (Engineers) and I

How long: ~ 4 Months

Jeevraj Chadha

Giving HRs clarity and control in managing employee benefits

UX Strategy

UI Design

UX Copywriting

How might we design a dashboard that surfaces the most critical, time-sensitive tasks for an HR manager, while making deep-dive data easily accessible but not overwhelming?

Challenge

HR managers lacked a clear view of their organization. The dashboard was cluttered and benefit-centric, making it difficult to answer basic questions like how many employees were covered or the status of a single claim. For enterprises, slow load times and poor search made this even more painful, while critical tasks like enrollments or low balances were buried under banners. Instead of enabling self-service, the dashboard left HRs chasing Account Managers for answers.

Approach

HRs don’t come to Plum every day without reason. They log in when something needs to be done. That meant the dashboard had to focus on surfacing exactly what required attention in that moment, and making it simple to act on.

As the sole designer on the project, I worked closely with our PM and engineers, grounding decisions in user interviews, support tickets, and conversations with both HR managers and Account Managers. The message was consistent: the old dashboard made HRs work too hard - searching across benefits, piecing information together, and often turning to AMs for answers.

My approach was to reimagine the dashboard around HRs’ actual workflows: highlight what needed immediate attention, reduce friction in completing routine tasks, and ensure that deeper information was still available when required.

Solution

To solve this, I led a redesign that shifted the information architecture from a benefits-first to an employee-first model - giving HR managers a complete, 360° view of every employee in one place.

 

The new centralized dashboard transformed how HRs interacted with data:

  • Surfaced critical actions upfront - enrollments, approvals, and low balances were prioritized, ensuring nothing slipped through the cracks.
  • Unified employee information - all benefits, claims, and dependents came together in a single view, eliminating the need to jump across policies.
  • Improved Organization-level visibility - a redesigned overview provided clear, high-level signals on balances, coverage, and claims, so HRs could gauge the health of their workforce at a glance.

Impact

The redesign made the dashboard the reliable hub it was meant to be. NPS jumped from 48 to 75, and support tickets about finding employee and benefits data dropped noticeably. Tasks that previously took minutes of searching could now be completed in seconds, giving HRs the confidence to manage benefits independently instead of leaning on AMs.

Project Details

Who: Ashish (Product Manager), Aditya + Sooraj (Engineers) and I

How long: ~ 4 Months

Jeevraj Chadha

Giving HRs clarity and control in managing employee benefits

UX Strategy

UI Design

UX Copywriting

How might we design a dashboard that surfaces the most critical, time-sensitive tasks for an HR manager, while making deep-dive data easily accessible but not overwhelming?

Challenge

HR managers lacked a clear view of their organization. The dashboard was cluttered and benefit-centric, making it difficult to answer basic questions like how many employees were covered or the status of a single claim. For enterprises, slow load times and poor search made this even more painful, while critical tasks like enrollments or low balances were buried under banners. Instead of enabling self-service, the dashboard left HRs chasing Account Managers for answers.

Approach

HRs don’t come to Plum every day without reason. They log in when something needs to be done. That meant the dashboard had to focus on surfacing exactly what required attention in that moment, and making it simple to act on.

As the sole designer on the project, I worked closely with our PM and engineers, grounding decisions in user interviews, support tickets, and conversations with both HR managers and Account Managers. The message was consistent: the old dashboard made HRs work too hard - searching across benefits, piecing information together, and often turning to AMs for answers.

My approach was to reimagine the dashboard around HRs’ actual workflows: highlight what needed immediate attention, reduce friction in completing routine tasks, and ensure that deeper information was still available when required.

Solution

To solve this, I led a redesign that shifted the information architecture from a benefits-first to an employee-first model - giving HR managers a complete, 360° view of every employee in one place.

 

The new centralized dashboard transformed how HRs interacted with data:

  • Surfaced critical actions upfront - enrollments, approvals, and low balances were prioritized, ensuring nothing slipped through the cracks.
  • Unified employee information - all benefits, claims, and dependents came together in a single view, eliminating the need to jump across policies.
  • Improved Organization-level visibility - a redesigned overview provided clear, high-level signals on balances, coverage, and claims, so HRs could gauge the health of their workforce at a glance.

Impact

The redesign made the dashboard the reliable hub it was meant to be. NPS jumped from 48 to 75, and support tickets about finding employee and benefits data dropped noticeably. Tasks that previously took minutes of searching could now be completed in seconds, giving HRs the confidence to manage benefits independently instead of leaning on AMs.

Project Details

Who: Ashish (Product Manager), Aditya + Sooraj (Engineers) and I

How long: ~ 4 Months