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Catapillr flows (Employee onboarding flow (Submits choices and arrives at…
Catapillr flows
Employee onboarding flow
- Karen hears offer via employer
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- Goes to website and views landing
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- Wants to explore more, clicks CTA, arrives at loan calculator
Not interested, leaves straight away
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- Submits choices and arrives at offer banner
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Was just curious, doesn't want to take further action yet so leaves
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- Clicks to continue with application and is asked to verify her employee email address
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- Submit email address form
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Doesn't want to submit email, leaves
Email already registered, sees error prompting contact with employer
- Email address entered matches a company domain, sees message "We've sent you a verifiication email, please check it now and follow the link we've sent you to continue your application"
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Link code not found in DB - sees error, prompts to try 6. again
Link code expired - sees error, prompts to try 6. again
- Link verifies email (code matches in DB and not expired) and takes to next stage of process - personal details
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- More details and consent/terms and conditions acceptance
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- Personal details complete, sees loan agreement which is filled with info she has entered and 'pre-approved' by emploiyer
Personal info incorrect, returns to 9.
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- Read 'what's next' and leaves site
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Employer onboarding flow
- Donna (HR manager) hears about Catapillr loan scheme and is interested in finding out more
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- Checks out website 'Info for Employers' page with basic info and CTA to get in touch via email/contact form
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- Gets in touch with Catapillr to find out more about offering the scheme
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- Has a call/meeting with Catapillr about signing up
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- Decides to go for it and lets Catapillr know, they send her a form to fill out and contract to sign
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- Gets an email from Catapillr thanking her for signing up and giving her the companies unique URL to share with her employees, along with a brochure?
Doesn't share with employees, worried too many will sign up
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- Shares link with employees
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Employees don't see the notification, comes in a newsletter they don't read
- Starts receiving notifications of signups with loan agreement and prompt to first send loan amount then edit payroll
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- Initial rush dies down/limit of employees is reached but repeats 8. periodically
- Notified when an employee loan is paid back to edit payroll and stop repayments
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Questions:
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Needs option to go to loan terms and back to agreement without losing place/having to verify email etc again
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How do we handle first sign in signposting to e.g. add a payment provider? link in the email takes you straight there, or has an extra code which tells a guidepost to render? Simplest - instructions to follow in the email itself?
Need to provide a system for them to do that - a basic form? Or just say get in touch with Catapillr.
Questions
Create a form for employers to minimise potential admin error? Where does this go? Needs to end up in our DB somehow. How will we generate the custom URL when employer signs up?
The employer should only get notification once account is made - then they can transfer loan and set up payroll at the same time.
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