Multi-location Employee Management
Enabling Clover merchants to seamlessly manage employees across multiple business locations
Please note that confidential information has been obscured or excluded from this case study. The following views are my own and do not reflect the views of Clover.
Background
Clover’s legacy multi-location functionality had begun to trail in the market. While the functionality did exist, it was rudimentary, fragmented, and lacked feature parity. The goal was to create a unified, “One Dashboard” experience that was scalable for merchants regardless of whether they had two locations or ten thousand locations.
These merchants need an intuitive product suite that evolves alongside their businesses, meeting their employee operational and management needs throughout their lifecycle. Clover’s vision was to centralize everything from location management to payroll to timesheets, all while giving merchants the flexibility to mimic their existing business structure within the Clover ecosystem.
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As the lead product designer, I helped drive the design strategy and execution to provide merchants with a refined and scalable multi-location employee management experience.
Role
Lead product designer
Responsibilities
Research
Interaction design
Prototyping
Usability testing
Visual design
Team
Product designer
Product manager
Research
Engineering
Problem
How do we build a scalable multi-location employee management experience for merchants, make it adaptable for a multitude of business sizes, and allow flexibility to perform business-critical functions (regardless of employee role) all from within a single dashboard?
Solution
Launching in Q4 2024, with a broader rollout in 2025, Clover’s multi-location enhancements let merchants manage everything—from a few employees to thousands across franchises—within a single dashboard. Merchants can easily switch between enterprise, chain, and individual locations, create custom groups for tailored management, customize roles and permissions, and align employee management with their business structure.
Onboard new employees quickly
Merchants have the flexibility during onboarding to add custom IDs (for 3rd party integration), access type, role, and passcode. The solution is elegant enough to support various combinations of employee types, their functions, and location assignments.
Assigning to a group or individual location… or both.
Due to architectural constraints, employee location assignments were driven by level rather than permissions, so it was crucial that owners were able to grant employee dashboard access based on the function they are not only performing within the business, but the functions they may be performing at specific locations.
View and manage employee details
Employees with the appropriate permissions can now manage all of an employee’s details, including their location assignments and roles at those locations from a single place.
Create and assign custom roles
Create custom roles based off of system roles and tweak them to taste. Employees can be assigned the same role across all locations or varied roles at different locations depending on their job function.
Results
With over 500,000 unique merchants on the platform (North America)—10% of whom operate more than one location—this solution empowers tens of thousands of businesses to streamline their operations. Merchants now benefit from centralized management, custom group creation, and flexible role and permission settings, enabling them to efficiently scale their employee management processes while aligning with their unique business models.
These enhancements have already been met with positive feedback from merchants leveraging the tools. As more businesses adopt the solution, data over time will provide a clearer picture of its impact on operational efficiency and scalability.
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Additional methodology and project details available upon request.