Laushu UX optimization project hero
WEB・SaaS・UX Research・UI Design

From Paper to a Smooth Digital Flow:UX Optimization for a Contractor Payment System

Timeline2024.3 - 2024.6
Team Members3x Researchers
1x Designer
RoleUX/UI
Designer
ResponsibilitiesWireframes
Interactive Prototype
Co-conducting interviews
Usability Testing
ToolsFigJam
Figma

Overview

Turning record setup, calculation, delivery, and countersigning from paper handoffs into one digital flow.

Laushu set out to move paper labor forms online, but the real challenge was coordination among accountants, companies, and contractors. Record setup, tax calculations, delivery, and countersigning were split across different people, consuming time through repeated entry and back-and-forth confirmation. Working with the research team, I used surveys and interviews to turn the three highest-impact flows into interactive prototypes, then validated them through task testing and the SUS questionnaire, leading to six interface iterations.

Outcome walkthrough

From record setup and form creation to merging, all three core flows happen in one system.

Quickly add, find and manage contractor records, reducing repetitive entry when creating forms later.

Problem

Creating paper labor forms used to be slow and laborious — yet the paper ends up serving only as supporting proof.

Quick primer

What is a labor form?

A labor remuneration form ("labor form") is the document used when a company pays an individual. It proves the company's expense and is included in the recipient's personal income tax.

Sample labor remuneration form
Sample labor form

Current problems with labor forms

01

Only used as proof

Every time a company outsources, the contractor must sign a paper form — but the paper ultimately only serves as transaction proof.

02

Tedious process

The process has many details — income categories, second-generation health-insurance calculations — and many founders break the rules without realizing it.

03

Time-consuming

Accountants must check and file each entry by hand; contractors, even when they needn't visit the office, still have to make a special trip to the company or post office.

Research Design

Understand Users

01 / Mapping the labor-form workflow

By interviewing the Laushu owner and gathering data, I mapped the outsourcing and form-signing flow and clarified the relationship between accountant, company and contractor. The platform involves at least four core stakeholders:

01

Accountant

Laushu's primary user — sends forms through Laushu and helps companies get contractor confirmations and compile records (accounting firm / accountant / bookkeeper).

02

Company user

The accounting firm's main client; the firm helps the company issue forms to its contractors.

03

Contractor

Laushu's end user — confirms whether a form is valid and collects payment from the company.

04

Laushu admin

Manages accountant accounts.

Accounting firmAccountantCompanyContractorHelp compile formsReturn formsSend labor formPay wagesConfirm form

02 / Defining the research strategy

Set an execution strategy for the design research — from understanding the status quo, to analysis, qualitative analysis, prototyping and testing.

Research phaseUnderstandAnalysisQualitativePrototype & Test
Methods
  • Contextual inquiry
  • First ask accountants about the form flow, then design a survey & interviews
  • User journey analysis
  • Use-case analysis
  • Need prioritization
  • SUS scale
  • Task Testing
  • Usability Testing
Data to collect
  • Filing steps
  • Software used
  • Data-entry habits / order
  • User motivation, behavior, goals
  • Latent user needs
  • Use-case importance
  • User feedback
  • System usability score

03 / Screening interviewees

Designed a survey to screen interviewees, identify which parts of the form-filling process feel tedious (accountant: create → send → collect → compile), and validate the participant profile.

Basic infoIdentity, age, seniorityLabor-form experience

Learn which parts of the current form-filling process feel tedious.
Accountant: create → send → collect → compile.

AccountantForm-creation experienceHow filing feels
Survey results

Quantitative highlights

44surveys collected
39valid responses
86.4%answered “yes” to the screening question

Participant Profiles

39respondents
  • In-house accountant71.1%
  • Accountant10.5%
  • Bookkeeper7.9%
  • Other10.5%

Experience

Under 1 year10.5%
1–under 3 years42.1%
3–under 5 years18.4%
5+ years28.9%

Forms handled at a time

10 or fewer23.7%
11–5036.8%
51–20026.3%
201 or more13.2%

The sample matched the planned target audience, and most respondents had over a year of hands-on experience, making the results useful for interview screening and research direction.

Core insight

Each step feels easy, but the full process is time-consuming

Individual steps

Most steps feel easy once familiar

  • Just follow the form
  • Digitization made it much easier
  • Filing is very simple
  • The company already has a standard process
End-to-end pain points

High volume and tracking make it tedious

  • Overall, it is somewhat tedious
  • Waiting for signatures and tracking progress is troublesome
  • Handling a large batch of returned forms becomes difficult
  • It takes time and feels repetitive

Each step is easy in isolation and often habitual. But when combined at scale with signature tracking, the process becomes time-consuming and repetitive. This led us to conduct deeper interviews, focusing first on company-side users who handle the forms themselves.

04 / Interview guide

This round collected 39 valid survey responses. Although most respondents were accountants or accounting staff, recruiting interview participants did not go as smoothly as expected, and only one accountant was ultimately interviewed. As a result, the follow-up stakeholder interviews shifted toward company owners or responsible teams as the primary participants, exploring the following three areas in depth:

Company workflow

  • End-to-end form handlingFrom creating and sending forms to collecting receipts and the final outcome.
  • Time & manpower costPain points of running the form process.

Running an online system

  • Known online systemsDifferences between using online vs. physical paper.
  • Common approval issues & online blockersDifferences, pros and cons of online vs. paper systems.

Ideas for improvement

  • Tax & regulationWhether the existing form process is truly necessary.
  • Internal status quoInternal thoughts on adjusting the process, improvement budget, and scale-of-change assessment.

05 / Participant Profiles

Below is a synthesis of the three interviews — covering data management, working with accountants, and the labor-form flow — capturing how each person handles things and the pain points they feel most.

P1 Photography studio owner#Lots of outsourcing #Long-term partners

The owner organizes a dedicated folder for each contractor to store forms and past records — essentially building their own database by hand.

P2 Program planner#Long-term partners #Temp part-timers

His biggest headache is that part-timers easily forget to bring their forms — and signing off requires documents like ID cards and bankbooks, which often end up missing.

P3 Accountant#Many client companies #Collects forms once a year

Because forms are collected only once a year, files easily get lost or go unsaved — so for him, the key is reducing the gap between accountants and companies.

Converge & Insights

Finding the user flow best suited for analysis

01 / Mapping the flow & reframing the TA

Surfaced pain points across creating, issuing, counter-signing and filing forms, focusing first on the company side that handles forms directly.

Centered on the two prior interviewees, mapping the full journey and pain points from create → issue → counter-sign → file

02 / Key use cases

After converging the interview insights, the three things users cared about most — and found most cumbersome on paper — were: managing people effectively, improving sign-off confirmation, and reducing counter-signs. These became three key use cases driving the interface flow design.

Flow 1: Build a contractor database

Keep contractor records handy so you can find people instantly later.

Flow 2: Create a labor remuneration form

Send a system link for contractors to fill in / counter-sign.

Flow 3: Merge multiple forms

Fewer counter-signs and adjusted tax amounts.

Test & Iterate

Fixing existing flow and interface issues found in task testing

01 / Task testing & usability scale

Invited the two prior interviewees back to evaluate the interface:

  • Program planner: needs outsourced hosts long-term
  • Studio owner: needs outsourced photographers long-term

For the three key use cases, I drew flow diagrams, used Figma prototypes for think-aloud task testing, and collected SUS usability scores:

Task flow 1Build a contractor database to manage personal data
No
Yes
Contractor data page
Create the person's labor form
Create-form page
Add contractor
Add-person page
Fill in identity data
Same ID number exists?
Upload ID & passbook copy
Save and create form
Save
System warns it already exists
View tasks
Staff-tasks page
Edit personal data
Edit-person page
View personal data
View-person page
Task flow 2Create a labor form and send a link for the contractor to fill in / counter-sign
Save and return
Cancel
Return to the labor-form page and email the contractor
Labor-form page
Create form (recipient fills in)
Create form (company fills in · new contractor)
Create form (company fills in · existing contractor)
Create labor-form page
Create labor-form page
Create labor-form page
Fill in: basic info, work details & amount, payment info
Fill in: basic info, work details & amount, payment info
Fill in: name, work details & amount
Click "Done"
Edit & send email page
Click "Send confirmation email"
Task flow 3Merge multiple labor forms to cut counter-signs and adjust tax
Yes
Yes
No
No
Officer creates contractor info
Officer's create-form page
After the event, the officer makes the payment
Search contractor name
Results showing multiple forms for the same contractor
Merge
Select forms and confirm merge
Over NT$20,000?
Note: withhold supplementary health insurance
Split the form?
Single-form confirmation page
Send for counter-sign

02 / Interface and component iteration

This interface and component iteration focused on lowering decision cost and improving checking efficiency. By adjusting information order, wording, helper text, and list presentation, users can find the right records faster, understand field meaning, and confirm details before sending or merging, reducing wrong entries, omissions, and mistaken merges.

Task flow 1

Reordering the contractor list columns

Reprioritize columns to speed up contractor recognition

Originally the columns led with general data fields, putting email and ID number up front. But when actually looking up a contractor, users first need to confirm the name, registered address and remittance details to quickly judge whether it's the right person.

After the change, the column order became "Name → Registered address → Passbook → ID number → Email," moving low-volatility, high-recognition information directly tied to payment to the front — lowering horizontal scanning cost and improving lookup and cross-checking efficiency.

Before
After
Task flow 2

Work details and amount entry area

Add tax and date hints to improve amount-checking accuracy

When creating a labor form, tax information appeared in the amount block but lacked an explicit tax-rate percentage and explanation. Users knew the tax for categories they filed often, but for less common filing categories they easily forgot the applicable rules, leading to extra lookups or manual checks.

After the change, a "Learn more" entry was added beside the filing category so users can view each category's withholding explanation; a reminder below the payment date notes it must fall after the work period, preventing unreasonable payment times. The amount block now directly shows the withholding percentages for income tax and supplementary health insurance, letting both filer and checker confirm the calculation basis quickly, while flagging that foreign residents' rates may differ — reducing the risk of amount and tax mismatches.

Before
After
Task flow 2

The "who fills it in" selector

Fix the wording to clearly distinguish data-entry scenarios

The "filler" block originally used "Have the income recipient fill it in" and "Fill in yourself" as option labels, but "income recipient" was unintuitive — users weren't sure whether it meant the contractor, internal staff, or the form creator. The "New staff / Existing labor personnel" options below were also misread as whether a record already existed, rather than distinguishing the contractor's status.

After the change, the options were corrected to "Contractor fills in" and "Fill in yourself," directly stating who enters the data so users grasp the difference faster. The lower options became "First-time contractor / Existing contractor," clearly distinguishing a contractor recorded for the first time from one already on the list — lowering the judgment cost caused by wording.

Before
After
Task flow 2

List data presentation

Improve presentation for quickly reviewing created forms

The labor-form list already showed creation date, name, work details, amount and counter-sign progress, but the presentation read like an ordinary list, lacking visual cues to help users judge time ranges and batches quickly. As forms grew, users had to scan dates row by row to tell which belonged to the same year, batch, or priority period — making lookup inefficient.

After the change, the "Creation date" column was made more prominent, using different years as a visual divider so users grasp form creation time and data ranges faster. Pagination was added below the list to avoid the reading burden of expanding all data at once, letting users review created forms in batches.

Before
After
Task flow 2

Send-confirmation dialog

Add a preview state to reduce pre-send uncertainty

Originally, after filling in the data users went straight to the notification-email editor. They could edit the email's title and content but couldn't fully preview the labor form's actual content before sending. This created uncertainty about whether the data was correct and what the recipient would see — and since labor forms involve names, addresses, amounts, taxes and payment dates, without a final check step users easily felt anxious before sending.

After the change, a "Preview document" state was added before sending, so users can enter the labor-form preview from the email editor and fully check basic info, work details, amount and related fields. Once confirmed correct, they press the button to complete the send.

Before
After
Task flow 3

Merged-list display

Improve merging to clearly show the merged list

Originally, when merging multiple forms, after selecting items the list showed the result as plain text or a single row, making it hard to tell which forms had been combined into the same merged form. Especially when one contractor had several records of different dates or work content, users had to re-compare the list to confirm which records were merged — adding checking cost.

After the change, merged forms are shown as a group, with a background-colored block clearly marking the merge scope so users can see at a glance which records are folded into the same merged form. A merge number and merge status were added in the notes column, making the merged data's source and relationships clearer.

Before
After

03 / Test results

SUS: 82.5 (excellent). The interface was easy to understand and use.

Converged the iteration direction from task tests and SUS scores as the basis for the final hi-fi prototype.

Prototype

Final UI flow showcase

Iterated to a hi-fi prototype based on test results, focused on three core flows: adding contractors, creating forms, and merging forms.

Flow 1|Build the contractor database

Save each contractor's basic and payment details as a database, so labor forms can pull them in later without re-typing.

Open the contractor list to browse existing contractors, then click "Add contractor" to start.

Fill in basic details (name, email, ID number, registered address…) and payment details (method, bank account), then upload the ID and passbook cover.

Once the form is complete and documents are uploaded, click "Save and leave" to finish the record.

Back on the list, the new contractor "Wang Ming-ming" is now in the database, ready to be selected for future forms.

Flow 2|Create a labor-payment form

Help the company create a form, auto-calculate the tax, then send a confirmation email for the contractor to counter-sign online.

Open the "Labor Forms" page and click "Create form" to start.

Choose who fills it in (yourself / the contractor), then enter basic info, work details and amount; the system auto-calculates income tax and supplementary health insurance.

The passbook cover and full amount breakdown are pulled in; confirm the "net paid to recipient" amount before sending.

Clicking "Done, send confirmation email" opens a dialog where you can use the default message or customize the subject and body, and preview the document.

The system emails the form to the recipient for counter-signing and reminds them to sign before the deadline.

Back on the form list, the newly created form has been added, so its counter-sign status can be tracked.

Flow 3|Merge multiple labor forms

The post-validation merge flow: combine multiple form records, present line items clearly, and cut counter-signs and tax-prep time.

Open the "Labor Forms" page, type a contractor's name and search.

Tick the forms to merge; the top right shows the selected count and a "Confirm merge" action in real time.

If the selected work items differ, the system alerts that they cannot be merged.

Merging the first form: alerts for foreign-resident tax rates, a required withholding % for labor/health insurance, and payment-date reminders — and since it's paid together, only one payment method is needed.

Click a merged item to expand and review each individual form inside it.

Final outcome

UI interaction video walkthrough

0100:12

Flow 1: Build a contractor database

Quickly add, find and manage contractor records, reducing repetitive entry when creating forms later.

0200:22

Flow 2: Create a labor remuneration form

Helps the company create forms and send a link for contractors to fill in and counter-sign.

0300:44

Flow 3: Merge multiple forms

Merge multiple form records with clear line items, cutting counter-signs and tax-prep time.

Reflections

The challenge of integrating offline and online into one digital flow

01

Advancing flow validation with alternative research strategies

If I were to run the project again, I would build both primary and backup participant lists early in the research phase to reduce the impact of recruiting delays. When core stakeholders cannot be interviewed, I would use collaborator interviews, asynchronous interviews, or process document analysis to fill the information gaps. Strategically, I would first define the accounting-staff workflow already understood as an MVP hypothesis, then validate it after the first release through task completion rate, error rate, and user feedback. If the initial version underperforms, I would use real usage scenarios to shape a v2 release and continue improving the flow.

02

Interface wording and guidance are part of the experience

Labor forms involve professional concepts such as tax rates, filing categories, and supplementary health insurance that users don't necessarily understand. Looking back, many iterations were really about "rewording" and "adding guidance": replacing the unintuitive term "income recipient" with plainer language, adding a line of explanation where people got stuck, and surfacing the withholding percentage directly. It made me realize interface copy is itself part of the experience; translating jargon into the user's language often lowers the barrier more than adding another feature.

03

From flow optimization to business adoption validation

If the project continues, I would extend the focus from flow usability to business adoption validation. Laushu is not only a tool for digitizing labor-remuneration forms; it also needs to clarify who the actual users are, who makes adoption decisions, and how much administrative and communication cost the system can reduce for companies. The next step would be to interview company owners, finance or HR leads, and accounting firms to understand each role's decision criteria for adopting the tool. I would also translate UX metrics into more business-relevant outcome metrics, such as processing time, error rate, back-and-forth confirmation count, and labor cost change, to further evaluate whether the product has potential as a B2B SaaS product, a usage-based service, or part of an accounting-firm toolkit.

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