CIBC · Enterprise Workflow · UX Research

Hiring approvals, out of the inbox.

The Hiring Approval Request Tool centralizes how hiring requests are raised, routed, and approved across a seven-level chain — from Hiring Manager to HR Business Partner. This is the research that shaped it: personas, problem framing, and use cases that defined scope before design.

Role
Senior UX / Product DesignerResearch → UI
Domain
Banking · HR WorkflowInternal enterprise tool
Scope
6 personas · 16 use casesRequest · approval · insights
Problem

Hiring ran on email threads and spreadsheets.

No standard workflow, no real-time visibility, no reliable audit trail. Hiring slowed, accountability blurred, and governance, delegation, and reporting were all manual.

Visibility

“Where is my request?”

Managers chased approvers over email with no view of where a request was stuck.

Governance

Rules easy to bypass

The hierarchy was tracked by hand; self-approval and skipped levels went unnoticed.

Continuity

Absences stalled everything

No way to delegate or reassign without breaking the chain.

Objective

One governed path from request to recruitment.

REQUEST

Hiring Manager

FTE or Contract

→
APPROVE

Director → Sr Director

First gates

→
GOVERN

VP → Group Head → SVP

Budget & plan

→
HANDOFF

HR Business Partner

Starts recruitment

The chain adapts to the requester's designation, skipping their own level so no one approves their own request.

Research

Six roles, one chain, very different needs.

I mapped every role in the approval chain as a persona. Each has a different job in the same request, so each needs its own view.

Initiates

Hiring Manager

Goal: Fill roles fast, track every request.

Friction: Chasing approvers; no status view.

Needs: Guided form, live tracking, My Insights.

First approval

Director

Goal: Decide quickly; keep things moving when away.

Friction: Incomplete requests; stalls during absence.

Needs: Full-context queue, delegation, team view.

Oversees Directors

Senior Director

Goal: Align hires with budget and headcount.

Friction: Cumulative impact hard to weigh.

Needs: Aggregated Team Insights, reassignment.

Division lead

Vice President

Goal: Govern hiring against plan.

Friction: No single view of volume and spend.

Needs: Roll-up insights, enforced rules.

Near-final approval

Group Head / SVP

Goal: Steer org-wide hiring strategy.

Friction: No trend view; audit gaps.

Needs: Organization Insights, full audit trail.

Receives handoff

HR Business Partner

Goal: Recruit on complete, approved requests.

Friction: Missing approvals; unclear delegation.

Needs: Auto-handoff with “approved by X on behalf of Y”.

Approach & solution

Research turned into 16 use cases across three pillars.

A

Core request & approval

Raise, route, review, and track in real time — with self-approval skipping, automatic HRBP handoff, and a complete audit trail.

B

Team management & delegation

Leads manage members, reassign in-flight requests, and delegate approval authority for a set period — without breaking governance.

C

Layered insights

My Insights for individuals, Team Insights for leads, Organization Insights for executives — volume, cycle time, bottlenecks, and budget vs. plan.

My Requests — hiring request list
Hiring Manager · My RequestsEvery request, its approver, and its status at a glance

One table shows position, department, level, FTE or contract type, funding, the current approver, and live status — so no one has to chase an email thread to know where a request stands.

Business impact

What the tool is built to deliver.

Speed

Faster turnaround

Structured routing and delegation remove email chasing and absence stalls.

Control

Governance by default

Hierarchy and self-approval rules enforced by the system, not by memory.

Compliance

Audit-ready history

Every approval, comment, and delegation timestamped and searchable.

Insight

Budget visibility

Headcount and spend vs. allocation, visible from team to org level.

Key learnings

What I'd carry forward.

What worked

  • Mapping personas to steps in the chain made gaps obvious — delegation and HRBP handoff surfaced from research, not requirements.
  • Writing problem statements per role kept scope honest when the brief expanded to teams and insights.

Key learnings

  • In approval tools, the edge cases — absence, self-approval, on-behalf actions — are the product.
  • Insights need layers: the same data answers different questions for a manager and an SVP.