UI / UX Design

Favorites

Enabled Workday Scheduling managers to seamlessly save, access, and switch between frequently used schedule views to improve efficiency, accuracy, and workflow fluidity

Role :

UX Lead (Discovery, Interaction Design, Validation)

Tools :

Figma, Miro, User Interviews, Analytics Review

Team :

UX, Product, Engineering

Methods :

User Interviews, Behavioral Analysis, Rapid Prototyping, Usability Testing

Featured Project Cover Image
Featured Project Cover Image
Featured Project Cover Image

📌 Project Overview :

Scheduling managers frequently rely on highly specific filter combinations to manage different workforce scenarios throughout the day. However, switching between these contexts required dismantling and rebuilding complex filter sets repeatedly, creating unnecessary friction and wasted time.

For example, a manager responsible for Frontline Cashiers from 9am–1pm may rely on a specific combination of role, division, and time filters. Later, that same manager may need to check Weekend Day Shift Coverage, which requires an entirely different configuration. Without a way to save and quickly toggle between these views, managers were forced into repetitive manual reconfiguration — shifting their focus from strategic workforce management to interface manipulation.

Project Details

Product: Workforce Scheduling – Manager Tools
Scope: Creation of a scalable “Favorites” framework allowing managers to save and quickly access frequently used filtered views
Methods: Workflow analysis, feature definition, interaction design, iterative refinement
Platforms: Web (Desktop SaaS Application)

💻 Final Design :

The final solution introduced a scalable Favorites system within Month, Day and Week Schedule views that enables managers to:

  • Save complex filter configurations

  • Quickly toggle between operational contexts

  • Edit and manage saved views

  • Receive confirmation feedback upon creation

The interaction model prioritizes clarity, predictability, and low cognitive overhead. By embedding Favorites directly into the scheduling workflow, the feature enhances speed without introducing visual noise.

🔍 Exploration & Discovery :

Through workflow observation and stakeholder discussions, it became clear that managers were performing repeated filtering tasks dozens of times per day. While filters technically persisted within a session, they did not support rapid context switching across different operational needs.

Core friction points included:

  • Repetitive manual filter reconfiguration

  • Increased cognitive load from remembering filter combinations

  • Time lost navigating between operational scenarios

  • Higher risk of human error when rebuilding filter sets

  • Underutilization of advanced filtering capabilities

This friction not only slowed productivity but discouraged deeper engagement with schedule data.

Driving Factors

The Favorites feature was driven by three primary pillars: efficiency, data accuracy, and business value.

1. Improve User Efficiency & Reduce Repetitive Work

The primary driver was time savings. By allowing managers to save complex filter combinations and access them in one click, we removed dozens of repetitive interactions from their daily workflow.

Key efficiency outcomes targeted:

  • Reduced time on task

  • Reduced cognitive strain

  • Faster context switching

  • Streamlined workflow transitions

Managers no longer needed to remember exact filter configurations, freeing mental bandwidth for higher-value decision-making.

2. Enhance Data Accessibility & Accuracy

Manually reapplying multiple filters increases the likelihood of mistakes — such as missing a filter or selecting the wrong option. Saved Favorites act as a reliable source of truth for a specific operational view.

This design decision:

  • Encourages deeper engagement with schedule data

  • Improves staffing and labor cost decisions

  • Reduces human error

  • Empowers managers to tailor the tool to their operational context

A retail manager and hospital manager have different priorities; Favorites enables personalization at scale.

3. Strategic & Business Value

Beyond usability, Favorites contributes directly to product strategy.

  • Increased Product Stickiness: The more personalized a manager’s workflow becomes, the more embedded Workday Scheduling is in their daily operations — increasing retention and reducing churn.

  • Drive Adoption of Advanced Filtering: Simplifies access to powerful filtering capabilities that may otherwise feel cumbersome.

  • Foundation for Future Enhancements:

    • Sharable Views

    • Default Views upon login

    • Automated alerts based on saved criteria

Favorites establishes infrastructure that supports future roadmap expansion.

✏️ Design Process :

I began by researching Saved View and Favorites patterns across other scheduling platforms, as well as existing Workday products, to ensure visual and interaction consistency. This helped prevent introducing a treatment that felt foreign within the broader Workday ecosystem.

From there, I explored multiple interaction models to determine how Favorites would live within the Day and Week schedule views without disrupting existing workflows. A key design consideration was balancing visibility with minimal UI clutter — the feature needed to be powerful but not overwhelming.

Scope constraints shaped early design decisions. MVP requirements included:

  • Create Favorite view (Day and Week)

  • Edit Favorite name

  • Delete Favorite

  • Confirmation states

  • 10 Favorite limit

  • Character limit for naming

Out of scope for MVP:

  • Overwriting an existing Favorite

  • Sharing Favorites

  • Setting a default Favorite (MVP persists last selected view)

Because Sort and Filter options vary slightly between Day, Week, and Month views, clear communication was essential to prevent confusion around where Favorites applied. I partnered closely with Product and Engineering to clarify system logic and ensure consistency across views.

To measure impact, we defined behavioral success indicators and planned UXI tagging for:

  • Click frequency on Favorites menu

  • Save/Create Favorite modal interactions

  • Manage (Edit/Delete) interactions

We also accounted for interpretation risk — high click frequency could indicate success or confusion. Measurement strategy was designed to distinguish between efficient toggling and frustrated switching behavior.

Accessibility and inclusion were integrated early in the design process. I collaborated with Accessibility to validate keyboard flows, screen reader labeling, and focus states to support non-sighted users. I also leveraged Figma’s Phrase TMS globalization plugin to evaluate label expansion in longer languages and tested layouts for tablet and smaller desktop contexts.

📈 Impact :

Favorites directly improved workflow efficiency and reduced friction in daily scheduling tasks.

Behavioral Metrics
  • Increased frequency of saved view usage

  • Reduction in repetitive filter reconfiguration

  • Higher engagement with advanced filtering

Usability Outcomes
  • Reduced cognitive load

  • Reduced risk of filter misconfiguration

  • Faster context switching

Strategic Impact
  • Increased product personalization

  • Strengthened platform retention through workflow embedding

  • Established foundation for sharable views and alert-based automation

More Projects

UI / UX Design

Favorites

Enabled Workday Scheduling managers to seamlessly save, access, and switch between frequently used schedule views to improve efficiency, accuracy, and workflow fluidity

Role :

UX Lead (Discovery, Interaction Design, Validation)

Tools :

Figma, Miro, User Interviews, Analytics Review

Team :

UX, Product, Engineering

Methods :

User Interviews, Behavioral Analysis, Rapid Prototyping, Usability Testing

Featured Project Cover Image
Featured Project Cover Image
Featured Project Cover Image

📌 Project Overview :

Scheduling managers frequently rely on highly specific filter combinations to manage different workforce scenarios throughout the day. However, switching between these contexts required dismantling and rebuilding complex filter sets repeatedly, creating unnecessary friction and wasted time.

For example, a manager responsible for Frontline Cashiers from 9am–1pm may rely on a specific combination of role, division, and time filters. Later, that same manager may need to check Weekend Day Shift Coverage, which requires an entirely different configuration. Without a way to save and quickly toggle between these views, managers were forced into repetitive manual reconfiguration — shifting their focus from strategic workforce management to interface manipulation.

Project Details

Product: Workforce Scheduling – Manager Tools
Scope: Creation of a scalable “Favorites” framework allowing managers to save and quickly access frequently used filtered views
Methods: Workflow analysis, feature definition, interaction design, iterative refinement
Platforms: Web (Desktop SaaS Application)

💻 Final Design :

The final solution introduced a scalable Favorites system within Month, Day and Week Schedule views that enables managers to:

  • Save complex filter configurations

  • Quickly toggle between operational contexts

  • Edit and manage saved views

  • Receive confirmation feedback upon creation

The interaction model prioritizes clarity, predictability, and low cognitive overhead. By embedding Favorites directly into the scheduling workflow, the feature enhances speed without introducing visual noise.

🔍 Exploration & Discovery :

Through workflow observation and stakeholder discussions, it became clear that managers were performing repeated filtering tasks dozens of times per day. While filters technically persisted within a session, they did not support rapid context switching across different operational needs.

Core friction points included:

  • Repetitive manual filter reconfiguration

  • Increased cognitive load from remembering filter combinations

  • Time lost navigating between operational scenarios

  • Higher risk of human error when rebuilding filter sets

  • Underutilization of advanced filtering capabilities

This friction not only slowed productivity but discouraged deeper engagement with schedule data.

Driving Factors

The Favorites feature was driven by three primary pillars: efficiency, data accuracy, and business value.

1. Improve User Efficiency & Reduce Repetitive Work

The primary driver was time savings. By allowing managers to save complex filter combinations and access them in one click, we removed dozens of repetitive interactions from their daily workflow.

Key efficiency outcomes targeted:

  • Reduced time on task

  • Reduced cognitive strain

  • Faster context switching

  • Streamlined workflow transitions

Managers no longer needed to remember exact filter configurations, freeing mental bandwidth for higher-value decision-making.

2. Enhance Data Accessibility & Accuracy

Manually reapplying multiple filters increases the likelihood of mistakes — such as missing a filter or selecting the wrong option. Saved Favorites act as a reliable source of truth for a specific operational view.

This design decision:

  • Encourages deeper engagement with schedule data

  • Improves staffing and labor cost decisions

  • Reduces human error

  • Empowers managers to tailor the tool to their operational context

A retail manager and hospital manager have different priorities; Favorites enables personalization at scale.

3. Strategic & Business Value

Beyond usability, Favorites contributes directly to product strategy.

  • Increased Product Stickiness: The more personalized a manager’s workflow becomes, the more embedded Workday Scheduling is in their daily operations — increasing retention and reducing churn.

  • Drive Adoption of Advanced Filtering: Simplifies access to powerful filtering capabilities that may otherwise feel cumbersome.

  • Foundation for Future Enhancements:

    • Sharable Views

    • Default Views upon login

    • Automated alerts based on saved criteria

Favorites establishes infrastructure that supports future roadmap expansion.

✏️ Design Process :

I began by researching Saved View and Favorites patterns across other scheduling platforms, as well as existing Workday products, to ensure visual and interaction consistency. This helped prevent introducing a treatment that felt foreign within the broader Workday ecosystem.

From there, I explored multiple interaction models to determine how Favorites would live within the Day and Week schedule views without disrupting existing workflows. A key design consideration was balancing visibility with minimal UI clutter — the feature needed to be powerful but not overwhelming.

Scope constraints shaped early design decisions. MVP requirements included:

  • Create Favorite view (Day and Week)

  • Edit Favorite name

  • Delete Favorite

  • Confirmation states

  • 10 Favorite limit

  • Character limit for naming

Out of scope for MVP:

  • Overwriting an existing Favorite

  • Sharing Favorites

  • Setting a default Favorite (MVP persists last selected view)

Because Sort and Filter options vary slightly between Day, Week, and Month views, clear communication was essential to prevent confusion around where Favorites applied. I partnered closely with Product and Engineering to clarify system logic and ensure consistency across views.

To measure impact, we defined behavioral success indicators and planned UXI tagging for:

  • Click frequency on Favorites menu

  • Save/Create Favorite modal interactions

  • Manage (Edit/Delete) interactions

We also accounted for interpretation risk — high click frequency could indicate success or confusion. Measurement strategy was designed to distinguish between efficient toggling and frustrated switching behavior.

Accessibility and inclusion were integrated early in the design process. I collaborated with Accessibility to validate keyboard flows, screen reader labeling, and focus states to support non-sighted users. I also leveraged Figma’s Phrase TMS globalization plugin to evaluate label expansion in longer languages and tested layouts for tablet and smaller desktop contexts.

📈 Impact :

Favorites directly improved workflow efficiency and reduced friction in daily scheduling tasks.

Behavioral Metrics
  • Increased frequency of saved view usage

  • Reduction in repetitive filter reconfiguration

  • Higher engagement with advanced filtering

Usability Outcomes
  • Reduced cognitive load

  • Reduced risk of filter misconfiguration

  • Faster context switching

Strategic Impact
  • Increased product personalization

  • Strengthened platform retention through workflow embedding

  • Established foundation for sharable views and alert-based automation

More Projects

UI / UX Design

Favorites

Enabled Workday Scheduling managers to seamlessly save, access, and switch between frequently used schedule views to improve efficiency, accuracy, and workflow fluidity

Role :

UX Lead (Discovery, Interaction Design, Validation)

Tools :

Figma, Miro, User Interviews, Analytics Review

Team :

UX, Product, Engineering

Methods :

User Interviews, Behavioral Analysis, Rapid Prototyping, Usability Testing

Featured Project Cover Image
Featured Project Cover Image
Featured Project Cover Image

📌 Project Overview :

Scheduling managers frequently rely on highly specific filter combinations to manage different workforce scenarios throughout the day. However, switching between these contexts required dismantling and rebuilding complex filter sets repeatedly, creating unnecessary friction and wasted time.

For example, a manager responsible for Frontline Cashiers from 9am–1pm may rely on a specific combination of role, division, and time filters. Later, that same manager may need to check Weekend Day Shift Coverage, which requires an entirely different configuration. Without a way to save and quickly toggle between these views, managers were forced into repetitive manual reconfiguration — shifting their focus from strategic workforce management to interface manipulation.

Project Details

Product: Workforce Scheduling – Manager Tools
Scope: Creation of a scalable “Favorites” framework allowing managers to save and quickly access frequently used filtered views
Methods: Workflow analysis, feature definition, interaction design, iterative refinement
Platforms: Web (Desktop SaaS Application)

💻 Final Design :

The final solution introduced a scalable Favorites system within Month, Day and Week Schedule views that enables managers to:

  • Save complex filter configurations

  • Quickly toggle between operational contexts

  • Edit and manage saved views

  • Receive confirmation feedback upon creation

The interaction model prioritizes clarity, predictability, and low cognitive overhead. By embedding Favorites directly into the scheduling workflow, the feature enhances speed without introducing visual noise.

🔍 Exploration & Discovery :

Through workflow observation and stakeholder discussions, it became clear that managers were performing repeated filtering tasks dozens of times per day. While filters technically persisted within a session, they did not support rapid context switching across different operational needs.

Core friction points included:

  • Repetitive manual filter reconfiguration

  • Increased cognitive load from remembering filter combinations

  • Time lost navigating between operational scenarios

  • Higher risk of human error when rebuilding filter sets

  • Underutilization of advanced filtering capabilities

This friction not only slowed productivity but discouraged deeper engagement with schedule data.

Driving Factors

The Favorites feature was driven by three primary pillars: efficiency, data accuracy, and business value.

1. Improve User Efficiency & Reduce Repetitive Work

The primary driver was time savings. By allowing managers to save complex filter combinations and access them in one click, we removed dozens of repetitive interactions from their daily workflow.

Key efficiency outcomes targeted:

  • Reduced time on task

  • Reduced cognitive strain

  • Faster context switching

  • Streamlined workflow transitions

Managers no longer needed to remember exact filter configurations, freeing mental bandwidth for higher-value decision-making.

2. Enhance Data Accessibility & Accuracy

Manually reapplying multiple filters increases the likelihood of mistakes — such as missing a filter or selecting the wrong option. Saved Favorites act as a reliable source of truth for a specific operational view.

This design decision:

  • Encourages deeper engagement with schedule data

  • Improves staffing and labor cost decisions

  • Reduces human error

  • Empowers managers to tailor the tool to their operational context

A retail manager and hospital manager have different priorities; Favorites enables personalization at scale.

3. Strategic & Business Value

Beyond usability, Favorites contributes directly to product strategy.

  • Increased Product Stickiness: The more personalized a manager’s workflow becomes, the more embedded Workday Scheduling is in their daily operations — increasing retention and reducing churn.

  • Drive Adoption of Advanced Filtering: Simplifies access to powerful filtering capabilities that may otherwise feel cumbersome.

  • Foundation for Future Enhancements:

    • Sharable Views

    • Default Views upon login

    • Automated alerts based on saved criteria

Favorites establishes infrastructure that supports future roadmap expansion.

✏️ Design Process :

I began by researching Saved View and Favorites patterns across other scheduling platforms, as well as existing Workday products, to ensure visual and interaction consistency. This helped prevent introducing a treatment that felt foreign within the broader Workday ecosystem.

From there, I explored multiple interaction models to determine how Favorites would live within the Day and Week schedule views without disrupting existing workflows. A key design consideration was balancing visibility with minimal UI clutter — the feature needed to be powerful but not overwhelming.

Scope constraints shaped early design decisions. MVP requirements included:

  • Create Favorite view (Day and Week)

  • Edit Favorite name

  • Delete Favorite

  • Confirmation states

  • 10 Favorite limit

  • Character limit for naming

Out of scope for MVP:

  • Overwriting an existing Favorite

  • Sharing Favorites

  • Setting a default Favorite (MVP persists last selected view)

Because Sort and Filter options vary slightly between Day, Week, and Month views, clear communication was essential to prevent confusion around where Favorites applied. I partnered closely with Product and Engineering to clarify system logic and ensure consistency across views.

To measure impact, we defined behavioral success indicators and planned UXI tagging for:

  • Click frequency on Favorites menu

  • Save/Create Favorite modal interactions

  • Manage (Edit/Delete) interactions

We also accounted for interpretation risk — high click frequency could indicate success or confusion. Measurement strategy was designed to distinguish between efficient toggling and frustrated switching behavior.

Accessibility and inclusion were integrated early in the design process. I collaborated with Accessibility to validate keyboard flows, screen reader labeling, and focus states to support non-sighted users. I also leveraged Figma’s Phrase TMS globalization plugin to evaluate label expansion in longer languages and tested layouts for tablet and smaller desktop contexts.

📈 Impact :

Favorites directly improved workflow efficiency and reduced friction in daily scheduling tasks.

Behavioral Metrics
  • Increased frequency of saved view usage

  • Reduction in repetitive filter reconfiguration

  • Higher engagement with advanced filtering

Usability Outcomes
  • Reduced cognitive load

  • Reduced risk of filter misconfiguration

  • Faster context switching

Strategic Impact
  • Increased product personalization

  • Strengthened platform retention through workflow embedding

  • Established foundation for sharable views and alert-based automation

More Projects