Migrate HR forms from Backoffice to Web-  Part 1. Menus 401, 600, 700 and 900

1. Create menu structure with same names as backoffice with forms in "Forms-ESS" folder
2. Create Select, Update procedures for each form. 
3. Each detail section will have a select and update with ID referencing to master grid.

Table 1: List of HR Maintenance Forms

The following have been developed:

1. Created menus in Web for HR Maintenance forms
2. Created SELECT, UPDATE and DELETE procedures for the following forms:
   1. Job Description
   2. Grade
   3. Grade ~>Leave
   4. Institution
   5. Qualification
   6. Position Criteria
   7. Position
   8. Position ~> Additional Fields
   9. Position ~> Assessment Criteria
   10. Position ~> Requirement Criteria
   11. Position ~> Point Items

1. Skill
2. Membership
3. License
4. Point Item
5. Memo Category
6. Ethnic
7. Relationship
8. Issuable Items
9. Exit Questions
10. Exit Reasons
11. Achievements

Added Company dependancy to Membership, Licence, Memo Category, Ethnic, Relationship and Achievements objects.

The following web forms have been changed to handle company dependency:

1. Institution - Interview Applicants and Apply for vacancy
2. Memo Type - Employee Memo
3. Achievement - Employee Achievements
4. Shift - Shift configuration, Union Maintenance, Timesheet Import ~> Timesheet

Please test the above areas.

Hi Sanjay,

Here are the HR menus that need a maintenance form.

Procedure names for CRUD are based on the ASPX page name with a prefix of LT_ESS.

The ID is designed to retain backoffice codes. E.g ID for job description is CompanyID + '-' + JobSpecID AS ID

Table 1: List of HR Maintenance Forms

Agreed to remove all maintenance forms from 700 and 900. Consolidate reports into one node and keep the menus available in Backoffice until we decide what to do with it.

Remove Cash Management Functionality as there are no active licences and the functionality is not working properly.

Skype request to Sanjeet on the 15th Feb 2019 - Vineet responded CM is not used.

Menu 900 "Extensions" contains "Time & Attendance" menu structure which is used by customer "New World".

The new time and attendance system handle all functionality except the export data feature which uses the Timesheet tables. We do not have a design that explains how the exported data is used and therefore cannot transfer this to the new framework.

Request by Rashna on Product Support for details on this functionality on 15/02/19 did not get any response.

The export functionality is used to create a file using data in menu 331-Timesheet which is no longer integrated with TNA, therefore this functionality will be removed.

regards
Sanjay, Alvis, Rashna

The design for "Customer Loyalty Adjustment" is as follows:

1. Create a menu in POS Web called "Loyalty Adjustment"
2. Create a grid that has a Master/Detail layout. The master grid will have search functionality.
3. Master will list customers flagged as Loyalty Customers or has loyalty points balance.
4. Detail will contain the list of adjustment entries
5. Create a procedure for loyalty points adjustment that will create an entry in LBS_POS_LoyaltyTransactions for the adjustment amount. This procedure will create a payment voucher entry for adjustment out.
6. Add the ability to print the adjustment. The print out should have the following:
   1. Adjustment details on the top section
   2. Shopping Voucher on the bottom section if the adjustment is OUT. Change the format of shopping voucher to be similar to the standard shopping voucher.
7. Add loyalty points value to customer record and to the loyalty transaction table so we can store the points to dollar conversion at the time of entry.
8. Change the "Customer Loyalty Transaction" report to display Points to Dollar factor and Points value.

The following changes have been completed:

1. Create a menu in POS Web called "Customer Loyalty Adjustment". Menu Code: PS007
2. Create a grid that has a Master/Detail layout. The master grid will have search functionality.
   1. Master Grid : CustomerSearch
   2. Detail Grid: CustomerLoyaltyAdjustment
   3. Report Name: PS100. The report displays the Loyalty Adjustment and Shopping Vouchers
3. Add loyalty points value to customer record and to the loyalty transaction table so we can store the points to dollar conversion at the time of entry.
4. Removed "Customer Loyalty Adjustment" from Backoffice
5. Changed the "Customer Loyalty Transaction" report to display Points to Dollar factor and Points value.

Development work for this case has been completed.

The change will be available in version: 11

1. The following changes were made(Include Database object names, Program classes and any other relevant information):|

1. Added forms as requested in case header

2. The issue was caused by:

1. Change Request

3. Next Step:

1. Test each form and verify the following:
   1. The form is shown only when the user is given access
   2. The form displays all required data that is currently available in BackOffice HRM Maintenance
   3. All dropdowns used will show VOID items in the main grid display, however, when editing the entry, VOID lookup items are not shown
   4. Verify Sort order
   5. Verify Attachments and notes
   6. All KEY fields should be READ ONLY when editing and ENABLED when Adding a new record
   7. Command operations behave correctly (Add, Edit, Delete)

• Documentation for the case has been updated under Link Web Application Portal -> HRM Maintenance-> Achievements
• Documentation for the case has been updated under Link Web Application Portal -> HRM Maintenance-> Exit Reason
  
• Documentation for the case has been updated under Link Web Application Portal -> HRM Maintenance-> Exit Questions
• Documentation for the case has been updated under Link Web Application Portal -> HRM Maintenance-> Issuable Items
  
• Documentation for the case has been updated under Link Web Application Portal -> HRM Maintenance-> Relationship
  
• Documentation for the case has been updated under Link Web Application Portal -> HRM Maintenance-> Ethnic
  
• Documentation for the case has been updated under Link Web Application Portal -> HRM Maintenance-> Memo Category
  

Documentation for the case has been updated under

•  Link Web Application Portal -> HRM Maintenance-> Point Item
•  Link Web Application Portal -> HRM Maintenance->Licence

Hi Sanjay, 

Documentation for the case has been updated under

•  Link Web Application Portal -> HRM Maintenance-> Membership
•  Link Web Application Portal -> HRM Maintenance->Skill
• Link Web Application Portal -> HRM Maintenance -> Position
  
• Link Web Application Portal -> HRM Maintenance->Qualification
  
• Link Web Application Portal -> HRM Maintenance->Institution
  
• Link Web Application Portal -> HRM Maintenance-> Grade
  
• Link Web Application Portal -> HRM Maintenance-> Job Description
  

Other sections updated as per comments 17 and 18

Thanks
Rashna