Simplifying the core experience of writing Performance Reviews

Simplifying the core experience of writing Performance Reviews

UI Design

High Impact

CSAT Improvment- 35%

CSAT Improvment- 35%

Peoplebox is an all-in-one AI powered platform that helps companies in hiring, managing and engaging talents through AI Resume Screening, OKRs, Reviews, 1on1s and Surveys.

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Project Summary

Team

2 Product Managers & 3 Front-End Engineers

Timeline

3 months ( 2 in 2023, 1 in 2025)

Problem Statement

While users were completing the reviews, the experience was slow and confusing. This resulted in reduced customer satisfaction score and made it harder to attract new users.

My Role

I worked on the project in 3 phases; 1st was the redesign, 2nd was to integrate AI while writing reviews and the 3rd was making the experience suitable for mobile web.

Impact

We were able to retain our existing customers.The average CSAT score collected over this experience increased from 3.38 to 4.56 in the first quarter of the release.

Timeline

01
01

Phase 1: Redesigning the form

Phase 1: Redesigning the form

October - December 2022

October - December 2022

02
02

Phase 2: Introducing AI while writing Reviews

Phase 2: Introducing AI while writing Reviews

December '24 - Jan 2025

December '24 - Jan 2025

03
03

Phase 3- Introducing Writing Review on mobile

Phase 3- Introducing Writing Review on mobile

January 2025-March 2025

January 2025-March 2025

Background & Why Now?

The review writing experience allows users to give feedback to themselves, peers, and managers. It helps in gathering useful feedback for compensation and promotion discussions. The entire performance review process is a collection of various steps -

Flow of Reviews

Flow of Reviews

Compiling customers’ complaints

We began bucketing the primary issues users raised in queries and NPS comments concerning the review writing experience.

🤔

I want to add hyperlinks and images while writing the review

I want to add hyperlinks and images while writing the review

😮

I had no idea that I could check out other reviewers

I had no idea that I could check out other reviewers

😕

I feel lost while writing the reviews.

I feel lost while writing the reviews.

😣

I find it difficult to see all the options clearly when selecting a rating.

I find it difficult to see all the options clearly when selecting a rating.

Insights from user-recordings via Posthog

We also went through user-recordings on Posthog to understand the major issues. Some of which were

Posthog - Recording Findings

Designing a better form

One thing while working in the B2B2C space was that the client (HRs) had their users (Employees & managers) who would use this product. Hence, our aim was how might we create a seamless experience for them.

Improved the readability of the Header

Improved the readability of the Header

Showing users where they are in the process

Showing users where they are in the process

Improving the Information Hierarchy of questions

Improving the Information Hierarchy of questions

Improving the Information Hierarchy of questions

Improving the Information Hierarchy of questions

Versions 2 & 3 - AI Feedback & Support for Mobile Web

Impact

Average CSAT score from

before and after the redesign

Average CSAT score from

before and after the redesign

3.38

3.38

4.56

4.56

73%

Upstick in Weekly Active Users (WAU)

Upstick in Weekly Active Users (WAU)

Testimonials

  • Vaishaly K.

    Peoplebox is the best app for reviewing employees performance.

  • Jawad P.

    User-friendly and effective to use. We have been using this software for our performance management exercise.

  • Kumar S.

    Easy to use, it is well defined, can write reviews easily as the goals were integrated to the system

Feedback on the Write Review Experience

Conclusion & Learnings

This project was a pivotal journey for me in my start, where I had full ownership.
I discovered that design is not just about aesthetics; it’s about genuinely addressing user challenges, even through small UI tweaks. Sales was empowered to present the product against our competitors. The next steps to this is to transform the review writing process into an engaging experience that resonates deeply with employees.

Testimonials

  • Vaishaly K.

    Peoplebox is the best app for reviewing employees performance.

  • Jawad P.

    User-friendly and effective to use. We have been using this software for our performance management exercise.

  • Kumar S.

    Easy to use, it is well defined, can write reviews easily as the goals were integrated to the system

Feedback on the

Write Review Experience

❋ Thank you for reading. ❋

Peoplebox is an all-in-one AI powered platform that helps companies in hiring, managing and engaging talents through AI Resume Screening, OKRs, Reviews, 1on1s and Surveys.

Check it out

The Designer's Gazette

The Designer's Gazette

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