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Designing WorkLife: A Financial Wellness Platform for Employees

In 2021, I helped conceptualize and design WorkLife by DailyPay, a newsletter and blog built to support the financial health of employees at partner companies. Our goal was to create engaging, accessible financial content that aligned with employees' needs, promoted good money habits, and added value for our partners by reinforcing their employee wellness initiatives. WorkLife wasn’t just content—it was a strategic product designed to boost financial literacy and help employees feel empowered in managing their earnings.

Many employees faced challenges with managing their finances, and the lack of accessible financial education left them feeling unprepared. We discovered that:

Employees wanted more guidance on budgeting, saving, and managing debt.
While partners wanted to support employee well-being, they lacked the tools or expertise to provide financial education on their own.
Employees needed financial resources delivered in formats that were quick, digestible, and easy to access during the workday.

Without proper education and tools, employees were more likely to experience financial stress, leading to disengagement and h

The Goal

The goal of WorkLife was twofold:

Promote financial literacy and wellness among employees by offering practical resources and guidance.
Strengthen partner relationships by providing a product that aligned with their well-being initiatives, improving employee engagement, and retention.

The key to achieving this was to meet employees where they are—delivering content that was actionable, engaging, and easy to consume through emails, blogs, and interactive elements.

Many employees faced challenges with managing their finances, and the lack of accessible financial education left them feeling unprepared. We discovered that:

Employees wanted more guidance on budgeting, saving, and managing debt.
While partners wanted to support employee well-being, they lacked the tools or expertise to provide financial education on their own.
Employees needed financial resources delivered in formats that were quick, digestible, and easy to access during the workday.

Without proper education and tools, employees were more likely to experience financial stress, leading to disengagement and h

The Process

We began by conducting user research and testing to validate interest in financial content. Through surveys and interviews with employees and HR teams, we identified key insights:

Employees wanted bite-sized financial tips delivered through newsletters and mobile-friendly emails.
Many preferred interactive elements—such as quizzes and calculators—to make learning more engaging.
Consistency was important: Employees responded best to content delivered on a regular cadence, such as weekly or bi-weekly newsletters.

Armed with these insights, we designed WorkLife as a multi-channel content platform consisting of:

A newsletter powered by AMP technology to deliver interactive content directly to employees’ inboxes.
A blog serving as a content hub, where employees could dive deeper into topics like saving, budgeting, and maximizing their DailyPay benefits.
Interactive tools embedded in emails and articles—such as quick polls and quizzes—to keep employees engaged.

This dual approach ensured employees could engage with quick, actionable tips via the newsletter, while the blog offered long-form resources for those looking for deeper insights.

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