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Herbie

Project 03

Designing workflows for smarter recruiting.

A candidate profile in the recruiting CRM on desktop, tablet and phone, with skills, availability, rate and travel radius on one screen.
Role

Senior UX/UI Designer

Industry

Recruiting

Product

CRM Platform

Scope

SaaS

UX/UI

Automation

Duration

2023–2024

Outcome

From thousands of profiles to a clearer path to the perfect match.

The challenge

Recruiting is a time-critical process. When a new position comes in, teams need to understand the requirements quickly and identify the candidates who match them best. The goal is the “Perfect Match” — a candidate whose skills, availability and other criteria align closely enough to make a successful placement more likely.

The existing CRM, StaffIt Pro, had become outdated both visually and functionally. Working with candidate data, positions and histories involved unnecessary effort, while the growing complexity of the information made it difficult to move quickly without losing context. The new product had to support around 20,000 candidate profiles, each containing a large amount of information that needed to remain searchable, understandable and easy to maintain.

The challenge was not simply to modernise an old CRM. We needed to redesign the recruiting workflow around speed and relevance: reducing clicks and manual effort, prioritising the information that matters and helping users move from a large pool of data to the right candidate without turning the process into a black box.

How might we help recruiters find the perfect match faster while keeping every decision transparent and easy to understand?

Context

Users

  • Key Account Managers
  • Partner Managers
  • Recruiting Managers

Complexity

  • 20,000+ candidate profiles
  • High-volume recruiting data
  • Complex candidate histories
  • Multiple role-specific workflows

My role

  • User research and interviews
  • User journeys, customer journeys and personas
  • UX strategy and information architecture
  • High-fidelity UX/UI design and prototyping

Approach

01

Understand

  • Research
  • Workflows
  • User Needs

02

Structure

  • Information Architecture
  • User Flows
  • Product Concepts

03

Design

  • Wireframes
  • High-Fidelity UI
  • Design System

04

Validate

  • Interactive Prototypes
  • Feedback
  • Iteration

05

Deliver

  • Developer Handoff
  • Design QA
  • Release Support

Key design decisions

Design search around the perfect match

Problem

Recruiters needed to identify the most suitable candidate from thousands of profiles while working against time and comparing multiple criteria.

Decision

We designed search and filtering around the information that matters most to a recruiting decision, helping users progressively narrow large candidate pools and move quickly towards the strongest matches.

Result

Recruiters could move from a broad talent pool to a focused shortlist with less manual comparison and a clearer understanding of why a candidate was relevant.

Candidate search in the Constaff CRM: a boolean skills query returning 2,394 matches, with availability, category and radius filters alongside the results.

Reduce effort, not understanding

Problem

The product had to make complex recruiting data faster to work with without hiding the information users needed to understand and trust a potential match.

Decision

We shortened paths to key actions, prioritised decision-relevant information and made the factors behind candidates, positions and their histories transparent and easy to scan.

Result

Users could reach relevant results with less effort while retaining the context needed to evaluate and trust what they were seeing.

The positions list in the Constaff CRM: one row per position carrying its status, title, candidate counts per pipeline phase, location, contract type, start date and deadline, with every column sortable.

Product experience

A position in the Constaff CRM: client, required skills, status, deadline, day rate and the internal team working on it.
Position detail
A position's activity history in the Constaff CRM: emails, calls, profile updates and phase changes in one sortable table.
Position history
The same candidate profile in the Constaff CRM shown in three appearances, from light through dim to dark.
One profile, three appearances

Reflection

One of the biggest challenges was learning that in a data-heavy product, reducing complexity does not simply mean showing less information.

The system needed to be fast and easy to use, but recruiters still had to understand the information behind a result and trust why a candidate appeared to be a strong match. The real challenge was finding the right balance between reducing effort, shortening interaction paths and maintaining transparency.

Looking back, I learned that the quality of a complex business application is often defined by how much unnecessary work it removes while still giving users a clear understanding of what is happening. The goal was not simply to create a cleaner interface, but to help users reach the right result with as little friction as possible.