ussonline usability testing jayne shallcross. epensions project overview overview of the day...

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?