DANIEL FALCÃO
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BEQOM / PRODUCT DESIGN CASE STUDY

Compensation round builder

Making complex compensation policies manageable.

Designing how administrators configure rules, permissions and approvals — before a pay review reaches managers.

MY ROLE

End-to-end UX & product design

2025–2026 · beqom

Admin toolingComplex formsWorkflow design
W04Team planner configuration: columns, configuration options and visibility in the original design.

Original design exports from different iterations. Screens retain their working labels and sample data; product UI is in English.

Designing the decisions before the decisions.

A compensation round is a pay-review cycle. Before managers propose a salary or bonus change, an administrator decides who is included, what each role can see, which rules apply and how approvals move forward.

MY CONTRIBUTION

I owned the end-to-end user experience and product design of the compensation round builder.

The case follows the connection between information architecture, detailed interfaces and the states around a task: configuring, reviewing, validating and publishing.

The compensation product is in use by enterprise customers. This case explores the configuration decisions behind that experience, alongside earlier iterations that shaped the work.

Why this matters to the product

Different organisations have different pay policies. A reusable configuration model needs to accommodate those differences while keeping the consequences understandable to administrators and managers.

beqom presents guided rounds, configurable workflows and administrator self-service as product capabilities. The design challenge here sits at their intersection: making flexibility usable.

Product context from beqom ↗

Organise around the decision being made.

The earlier wizard separated eligibility and guidelines into their own steps. But an administrator thinking about a salary column needs those rules in context. Moving between steps can make that relationship difficult to follow.

W03An earlier Team planner view. Eligibility and guidelines still appear as separate steps in the wizard.

DECISION 01 / INFORMATION ARCHITECTURE

Bring related policy decisions together.

I organised the experience around the column being configured. Its settings, eligibility and guidelines belong to the same task, even when each needs a different level of detail.

W06Guidelines configuration for a column: a rule list alongside minimum and maximum outcomes, with explicit controls for blocking a save.
  • Use explicit labels for configuration choices; compact icons alone do not explain the task.
  • Separate the rule definition from its consequence, then show the relationship.
  • Keep warning and blocking states distinct in both wording and behaviour.
THE TRADE-OFF

Bringing rules onto columns reduces separation, but loses the old all-rules overview. A consolidated validation step becomes essential for reviewing the round as a whole.

DECISION 02 / PERMISSIONS & INTERACTION

Make access and approval consequences visible.

An actor is a role in the round, such as a compensation manager or an HR reviewer. I used a role overview with a detail drawer so administrators could move between the whole configuration and one role’s settings.

W08The role overview keeps access settings visible across the round.
W09The role drawer exposes column visibility and a separate budget-widget tab without leaving the configuration context.

Show the approval path in context.

Workflow stages describe the overall process. Steps within them describe who acts. The visual structure starts with one understandable path, with more detailed settings kept in context.

W12The original workflow canvas connects stages and steps, including a conditional approval. This frame comes from an earlier wizard iteration.
THE TRADE-OFF

A visual canvas helps explain relationships, but dense configuration still needs precise labels and explicit progression rules. The precedence between multiple conditions remains something to demonstrate and validate.

DECISION 03 / FEEDBACK & RECOVERY

Make configuration safe to complete.

The experience continues after the last field is filled. Administrators need to know what prevents publication, what deserves review and what the system is doing once publishing starts.

W31Round readiness separates blocking errors from warnings and provides a View action beside each issue. Counts and amounts are the original design examples.
W21The publishing drawer shows named tasks and their status, so administrators can follow progress and leave the page while work continues.

Validation reports also distinguish generation from file preparation, with retry and download actions appropriate to the state. These details are part of the task, rather than a separate layer added after the main flow.

THE TRADE-OFF

Progress feedback should reflect what the system actually knows. The design uses named steps and states; a time estimate or percentage would require reliable supporting data.

A reusable product, with room for different policies.

The design connects reusable configuration patterns: rules on columns, settings on roles, staged workflows and named budget definitions. Shared wizard patterns also extend to bonus plans and payout curves.

The product rationale is to support different policies through a coherent configuration experience. Lower implementation effort, faster setup and fewer errors are useful measures for evaluating that direction; they are not yet established outcomes of this case.

What the work demonstrates

  • An end-to-end configuration model connecting administrators and managers.
  • Detailed UI decisions around grouping, visibility, validation and progress.
  • Exploration documented in screens and interactive-prototype references.

How I would evaluate it

These are questions for future evaluation, rather than measured results reported in this case.

  • Can administrators explain who a rule affects before publishing?
  • Can they resolve a blocking issue without retracing the whole setup?
  • Where do they revisit steps, and what information is missing there?

What I would carry forward

Align the language of rules, roles and scope early. Prototype error recovery alongside the main task. Give experienced administrators a way to review the whole configuration without retracing every step.

The original working material.

These 35 exports preserve different iterations and explorations, including their original placeholders and sample data. They are supporting material, rather than a single final product version.

Explore 35 original screens
W01Compensation rounds list and status labels
W02Round details: type, currency and dates
W03Earlier Team planner view with rules in separate steps
W04Redesigned columns with configuration controls
W05Salary column settings and proposal management
W06Per-column guidelines with soft or blocking limits
W07Conditional formatting for a column
W08Actors and round access overview
W09Actor drawer: column visibility
W10Actor drawer: planner analytics
W11Hierarchy configuration for the round
W12Workflow canvas with stages, steps and conditional approval
W13Stage progression by time, threshold or manual action
W14Conditional approval and approver selection
W15Named budget definitions
W16Top-down budget definition exploration
W17Allocation tab exploration
W18Budget widgets in the Team planner view
W19Budget calculation in the validation step
W20Validation reports and their statuses
W21Publish progress drawer while work is running
W22Earlier standalone eligibility rules step
W23Calculated field with a conditional formula
W24Compensation tree and elements
W25Payout curve with a plan selected
W26Bonus-plan goal list at scale
W27Goal-plan detail overlay
W28Managing the stages of a live round
W29Payroll export configuration
W30Recommended amounts formula
W31Round readiness before publishing
W32Bottom-up budget definition exploration
W33Adding a budget widget
W34Original budget rules step
W35Original guidelines step

THE MANAGER’S SIDE OF THE EXPERIENCE

Bringing context to complex pay decisions.

A pay decision needs more than a spreadsheet. Bringing people, budgets and approvals into the same view — without losing the detail.

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