ussonline usability testing jayne shallcross. epensions project overview overview of the day...
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USSonline
Usability TestingJayne Shallcross
ePensions Project overview
Overview of the Day
USSonline features and functionality
Usability Testing
ePensions Vision
“We wish the organisation’s computer systems to be fully integrated and for all participating employers and individual members able to access their own data and produce their own benefit illustrations online.”
eManual
ePensionsonline system•Streamlined
•Efficient•Improve service
Query tools
UPM2 processes
Paper queries & I-letters
Member& institution data
Admin forms.
Webaccess
Secure file transfer
Bulk processing
Year end data
WebsitePublic AreasSecure Areas
Stand-alone
Modellers
Scanning & indexing
Current Systems
Benefits
• Allows users to access members data• Allows users to run calculations using USS data• Improves data quality • Reduce queries through on-line validations• eForm population & ‘Intelligent eForms’• More efficient way of processing year end queries.
How has this been achieved?
• New Website
Built in Microsoft SharePoint Software• Allows USS system integration• Document Collaboration• In-House development and maintenance
The New Website
2 Main Areas:•Internet (Public area)
– New Design– Improved usability (3 clicks away)
– Re-write of content– New site structure – Division by topic rather than member type– Related resource links on every page
•Institutions Area (Secure area)-USSonline–UPM2 Intergration
The TimeLine
:• Go Live with USSonline Version 1 - Summer/Autumn• Usability Testing• Rolling Out over a 2 month period• Training & Support• Registration
USSonline Features and Functionality
• Registering• Structure of the Site & Content• Member Administration:
•Viewing member records•Completing eforms•Using Calculators
•Institutional Administration•Task Management•Secure File Transfer
Registering
•New Terms and Conditions of USSonline•USS will issue institution with form based on current webaccess users •Application Form must be signed by Users and Official contact•Once returned to USS, users will be issued with username and temporary password
Navigating around the Site
Now in 4 sections:• Scheme Administration• Guidance• Communications• Help
Viewing Member Data
Possible Tabs:• Personal Data
• Membership
•Contribution Data
•Transfers In
•Additional benefits
•AVC Monthly Sums
•Unreconciled Data
•External/Prudential AVC
•Deductions
•Beneficiary Details
•Other Data
•Saved eForms
eforms• Administration using eforms• Accessed via a member record• Forms combined into one case type• No longer coded• Organised into ‘Job Families’:
• Joiner
• Absence
• AVCs
• Transfer-In
• Part–time Service Changes
• Divorce
• Ceasing Employment
• UPM2 integration• ‘Leaver prototype’ eform
• Retirement
• Extra contributions
• Death
• Update personal details
• Insitution only
• Year-end processing
eforms
Where possible some eForms have been made slightly more intelligent:
Examples:
• Joiner Form
• Leaver eForm
Calculators
•Retirement Quote Calculator
Provides you with all of the relevant retirement information at the selected quotation date
•The AVC Calculator
Provides you with an AVC quote for the member:
Other Information to be aware of
• Support•Guidance•Help•Specific Query eForms•Contact USS
• System Inactivity
Any Questions?