Displaying the report information for the employer

[williamtyner]

@jenningshanna @boonrs

Questions I was thinking about:

How will we display the data / report for the employer? What will the experience be like for the employer as they move through the data? How will we integrate the service recommendation component after employers understand how their staff is doing?

Potential Solution:

Now that we've broken the survey up into the CFPB's four elements of financial wellness, I think we should continue and organize the report / data through that same framework.

In the mock up below, I used the time-frame dimensions of "Present" and "Future" as the categories.I don't think that is clear enough but it is a start. (Maybe you could use "Present Health" and "Future Health")

Screen #1 An education page that explains how financial wellness is defined, according to the CFPB. It will help them understand the data in the following pages.

Screen #2 An example of how we might go about displaying / simplifying the information.

I think the next step would be thinking through where / how the platform will recommend the services.

[jenningshanna]

@williamtyner this looks good. Here is some follow up for you:

1. Continue to fill out #2 by showing all the data that one would receive in a report.
2. Create copy around what a couple of blocks of "What financial wellness means for you employees?" text might look like so we can test that copy
3. Wire a example of what this report might look like for the employee taking it when finished

[williamtyner]

@jenningshanna @boonrs Sample "What Financial Wellness means for your Employees"

Report data and employee report mockup to come...