UX Design for Onboarding Employees to Idel

Idel is an advanced Ideltity and Access Management (IAM) tool that simplifies employee onboarding by automating access provisioning.

Summery

About Idel

Idel is an advanced Ideltity and Access Management (IAM) tool that simplifies employee onboarding by automating access provisioning. Designed for IT administrators and HR associates, it ensures employees receive necessary access seamlessly. However, challenges arise when AI agents encounter issues like system downtimes or interface changes, necessitating a design that fosters transparency and actionable feedback.This case study highlights the UI/UX design for Idel’s onboarding tool, focusing on intuitive workflows, error visualization, and trust-building in the AI-driven process.

Company

Idel

Bengeluru, India.

My Role

Conducted competitive research and user pain point analysis to inform intuitive UX flows. Designed dashboard components for progress tracking, error visualization, and transparent AI reporting. Delivered high-fidelity UI designs and interactive Figma prototypes, enhancing usability and trust in the system.

Key Responsibilities

Design Strategy
Problem Solution
Prototyping
Wireframes

Problem Statement

Idel’s AI agents occasionally fail due to external factors like unpaid bills or platform changes, leaving users unclear on task progress or resolution steps.

This project aims to design a user flow and UI framework to:

  • Provide real-time task updates and error insights.
  • Offer actionable solutions for resolving failures.

The goal is to create a transparent, efficient, and user-friendly onboarding experience that builds trust in Idel’s automation.

Thought Process

Understanding Problem Statement

Purpose of the Tool: Iden is an IAM tool that simplifies onboarding by  automating user access provisioning using AI agents.

Target Users: IT administrators and HR associates who manage employee onboarding.

Challenges

  • AI agents occasionally fail due to external factors (e.g., unpaid bills, interface changes).
  • Users need clear communication about failures and actionable insights to resolve them.

Define Key Goals

Primary

  • Design a user flow for onboarding new employees efficiently, ensuring visibility of progress and failures.
  • Visualize the queue, progress, and error statuses for AI agent actions.

Secondary

  • Build trust in the AI system by providing transparency and clear error reporting.
  • Reduce cognitive load for the IT/HR user with intuitive workflows.

Research & Ideation

Explore existing IAM tools like Okta, Zluri for competitive analysis & understanding the concept.

Identify pain points IT admins face during onboarding

Design Approach

Creating user flow.

Dashboard visualization which includes showing list of tasks, progress tracking, error management in efficient way.

Deliverables

UI Designs

Prototypes

Presentation with annotations

Designing with Intention

Crafting Every Card with Purpose

Title Container

Progress Container

Error Container

Includes information like process name and template used for carrying out the process also the team that user has been added to and date of the process initiation

Platforms that user has been added to.

Shows errors during process

Shows completed process with no errors

Shows ongoing process

Visual as well as text guides to exactly show what’s happening

This icon distinguishes the type of error. If it can be handled by engineering team or admin.

Providing quick fix that they can run before reporting it to corresponding team

Title Container

Info Container

Error Container

Includes information like workflow name, creator and the date it was created on

Total applications that it open doors to, for the user if used for onboarding

Can directly be used for onboarding

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