Usability Testing Jayne Shallcross

1. Usability Testing Jayne Shallcross USSonline

2. Overview of the Day ePensions Project overview USSonline features and functionality Usability Testing

3. 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.”

4. Current Systems Query tools eManual Webaccess Website Public Areas Secure Areas Stand- alone Modellers • ePensions • online system • Streamlined • Efficient • Improve service Secure file transfer UPM2 processes Paper queries & I-letters Bulk processing Year end data Scanning & indexing Member & institution data Admin forms.

5. 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.

6. How has this been achieved? New Website Built in Microsoft SharePoint Software Allows USS system integration Document Collaboration In-House development and maintenance

7. 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

8. The TimeLine : Go Live with USSonline Version 1 - Summer/Autumn Usability Testing Rolling Out over a 2 month period Training & Support Registration

9. 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

10. 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

21. Navigating around the Site Now in 4 sections: • Scheme Administration • Guidance • Communications • Help

34. 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

35. 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

38. eforms • Where possible some eForms have been made slightly more intelligent: • Examples: • Joiner Form • Leaver eForm

41. 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:

48. Other Information to be aware of • Support • Guidance • Help • Specific Query eForms • Contact USS • System Inactivity

49. Any Questions?