Subject: | Employee start date validations [Created from case 7879] |
Summary: | Agreed on the following design on 29/11/2016 Alvis/Sanjay - Add ID column to leave allocation table and use this as the primary key - Completed
- Add index for CompanyID, EmployeeID, LeaveType, ForYear, void - Completed
- Add service history tab to employee maintenance and review screen size - Completed
- Menu 321
- Menu 421
- Add business rules to start date change - Completed
- Start date can be changed when there is no active leave allocation
- Powerbuilder changes to handle 1. above - Completed
- Leave allocation screen - show active allocations
- leave transaction screen - show transactions for active allocations
- Leave transaction processing - show transactions for active allocations
- Leave lookup screen - shows leaves that for active allocations
- Leave Balance History screen - shows active allocations
- Leave Balance History detail button - show transactions for active allocations
- SQL Procedure changes to handle 1. above - Completed
dbo.LT_PAY_GetLeaveAccrued_fx | scalar function | dbo.LT_PAY_GetLeaveAdjustmentAccrual_fx | scalar function | dbo.LT_PAY_GetLeaveAdjustmentBFWD_fx | scalar function | dbo.LT_PAY_GetLeaveAdjustmentTaken_fx | scalar function | LT_ESS_TimesheetImport_GetTotalHoursConsecutiveDays_fx | scalar function | LT_ESS_TimesheetImport_HasWorkedConsecutiveDays_fx | scalar function | LT_HRM_CheckLeaveHasBalance | scalar function | LT_HRM_GetLeaveTransactionTotal_fx | scalar function | LT_PAY_GetLeaveAvailableBalanceAsAt_fx | scalar function | LT_PAY_GetLeaveTaken_fx | scalar function | LT_PAY_GetTotalHoursConsecutiveDays_fx | scalar function | LT_PAY_HasPaidLeaveOnDay_fx | scalar function | dbo.LT_ESS_LeaveAdjustments_APPROVE | stored procedure | dbo.LT_ESS_TimeEntry_Process | stored procedure | dbo.LT_HRM_LEAVE_ACCRUAL_INSERT | stored procedure | dbo.LT_HRM_LEAVE_ACCRUAL_UPDATE | stored procedure | dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_CreateTransactions | stored procedure | dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_DeleteSystemEntries | stored procedure | dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_XXXXX | stored procedure | dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_LTA | stored procedure | dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_Transactions | stored procedure | dbo.LT_PAY_RPT_LeaveTransaction | stored procedure | LBS_Alert_EmployeeLeaveStatus_sp | stored procedure | LT_ESS_BI_LeaveAnalysis | stored procedure | LT_ESS_CreateLeaveForInvalidTimeEntries | stored procedure | LT_ESS_GetLeave_Edit | stored procedure | LT_ESS_GetLeave_Manage | stored procedure | LT_ESS_GetLeave_View | stored procedure | LT_ESS_GetLeaveApplications | stored procedure | LT_ESS_LeaveCalendar_SELECT | stored procedure | LT_ESS_LeaveDetails_Select | stored procedure | LT_ESS_RPT_LeaveCalendarViewSubReport | stored procedure | LT_ESS_RPT_TimesheetImportLog | stored procedure | LT_ESS_RPT_TimesheetImportLog_LeaveDetails | stored procedure | LT_ESS_SaveLeaveApplication | stored procedure | LT_HRM_LEAVE_HIST_PreUpdateValidation | stored procedure | LT_HRM_LEAVE_HIST_UPDATE | stored procedure | LT_HRM_LEAVE_ROLLOVER_EndOfYear | stored procedure | LT_HRM_LEAVE_ROLLOVER_PROCESS | stored procedure | LT_HRM_LEAVE_UPDATE_SickDaysWithoutNotice | stored procedure | LT_HRM_LEAVE_UPDATE_SplitLeaveIntoPayPeriod | stored procedure | LT_HRM_LeaveAccrual | stored procedure | LT_HRM_LeaveAllocation_DELETE | stored procedure | LT_HRM_UTILITY_LeaveTransactionsRebuild_CreateTransactions | stored procedure | LT_HRM_UTILITY_LeaveTransactionsRebuild_Transactions | stored procedure | LT_LINKSOFT_Attachment_Integrate | stored procedure | LT_PAY_AddEmployeePay | stored procedure | LT_PAY_EditRosterSchedule | stored procedure | LT_PAY_RPT_LeaveTransaction | stored procedure | LT_PAY_RPT_Timesheet | stored procedure | RPT_HR_LeaveHistory_sp | stored procedure | LT_ESS_GetEmployeeCommitments_fx | table function | LT_HRM_GetLeaveTransactionAge_fx | table function | dbo.LT_HRM_EMP_LEAVE_INSERT | trigger | dbo.LT_HRM_LEAVE_TRANSACTIONS_vw | view | LT_HRM_LEAVE_TRANSACTIONS_vw | view | LT_HRM_Leave_vw | view |
- Report changes to handle 1. above - Completed
- 448-1-Leave Balance
- 448-2-Leave Due
- 448-3-Leave History
- 448-4-Leave Liability
- 448-5-Leave Transaction
- 448-6-Employee Leave Analysis
- 448-7-Leave Liability Analysis - Detail
- 448-8-Leave Liability Analysis - Summary
------------------ When an employee rejoins the organisation, customers are asking for the ability to use the same employee profile. The reason for this is as follows: - It is easier to change employee start date as opposed to creating a new employee.
- Employee history is maintained
Concerns: - If we use the same employee profile, any outstanding leave transactions, as well as rebuild utilities, will not work as the start date is a single field in the profile
- Original start date is lost.
- Pay transactions will not reconcile with start date.
Option 1: 1: Reinstate employee. Prompt for New employee number, start date, position
Option 2: Add design for employment service date. - Add a new table to store service dates ID, startdate, terminate date, terminate reason
- Move service details into new tab
- Add business rules as follows:
- To terminate/inactive an employee, all leave balance must be zero
- Make the line read only once an employee is terminated.
- Check overlapping start and termination date
- ??????
Further discussion required. |
Audit Notes: | |
12 Sep 2016 | 03:10PM Comment 1 by Alvis (Link Technologies) Created from case 7879 |
12 Sep 2016 | 03:33PM Comment 2 by Alvis (Link Technologies) Case 8006 added to project 1-8.08 |
07 Oct 2016 | 10:34AM Comment 3 by Alvis (Link Technologies) Case 8006 removed from project 807.20 |
07 Oct 2016 | 10:34AM Comment 4 by Alvis (Link Technologies) Case 8006 added to project 807.21 |
17 Oct 2016 | 10:48AM Comment 5 by Alvis (Link Technologies) Case 8006 removed from project 8.07.21 |
17 Oct 2016 | 10:48AM Comment 6 by Alvis (Link Technologies) Case 8006 added to project 8.07.22 |
19 Oct 2016 | 09:15AM Comment 7 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 19-10-2016 09:15 AM |
| Agreed to build a copy employee feature that will perform the following: - Employee code will be same as before with Dash 1 at the end
- Copy all HR records and employee master file data
- Link the two employee codes
- Validate: to be decided later
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26 Oct 2016 | 02:22PM Comment 8 by Alvis (Link Technologies) Case 8006 removed from project 8.07.22 |
26 Oct 2016 | 02:22PM Comment 9 by Alvis (Link Technologies) Case 8006 added to project 8.07.23 |
11 Nov 2016 | 10:23AM Comment 10 by Alvis (Link Technologies) Case 8006 removed from project 8.07.23 |
11 Nov 2016 | 10:23AM Comment 11 by Alvis (Link Technologies) Case 8006 added to project 8.07.24 |
17 Nov 2016 | 09:58AM Comment 12 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 17-11-2016 09:58 AM Time Taken: 2.00 |
| High level design: - We change the service tab to list all the service contracts.
- To add a new service contract, the following steps to be done:
- Zeroise the current leave balance, this is done by passing adjustment
- Terminate the current service. This option will check if leave balance is zero then it will move Leave allocation, accruals and transactions to an archive table tagged with the current service id.
- New service can now be added, then allocate new leave
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21 Nov 2016 | 11:26AM Comment 15 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 02-12-2016 11:26 AM Time Taken: 6.00 |
| Agreed on the following design on 29/11/2016 Alvis/Sanjay - Add ID column to leave allocation table and use this as the primary key
- Add index for CompanyID, EmployeeID, LeaveType, ForYear, void
- Add service history tab to employee maintenance and review screen size
- Menu 321
- Menu 421
- Add business rules to start date change
- Start date can be changed when there is no active leave allocation
- Powerbuilder changes to handle 1. above - Completed
- Leave allocation screen - show active allocations
- leave transaction screen - show transactions for active allocations
- Leave transaction processing - show transactions for active allocations
- Leave lookup screen - shows leaves that for active allocations
- Leave Balance History screen - shows active allocations
- Leave Balance History detail button - show transactions for active allocations
- SQL Procedure changes to handle 1. above
dbo.LT_PAY_GetLeaveAccrued_fx | scalar function | dbo.LT_PAY_GetLeaveAdjustmentAccrual_fx | scalar function | dbo.LT_PAY_GetLeaveAdjustmentBFWD_fx | scalar function | dbo.LT_PAY_GetLeaveAdjustmentTaken_fx | scalar function | LT_ESS_TimesheetImport_GetTotalHoursConsecutiveDays_fx | scalar function | LT_ESS_TimesheetImport_HasWorkedConsecutiveDays_fx | scalar function | LT_HRM_CheckLeaveHasBalance | scalar function | LT_HRM_GetLeaveTransactionTotal_fx | scalar function | LT_PAY_GetLeaveAvailableBalanceAsAt_fx | scalar function | LT_PAY_GetLeaveTaken_fx | scalar function | LT_PAY_GetTotalHoursConsecutiveDays_fx | scalar function | LT_PAY_HasPaidLeaveOnDay_fx | scalar function | dbo.LT_ESS_LeaveAdjustments_APPROVE | stored procedure | dbo.LT_ESS_TimeEntry_Process | stored procedure | dbo.LT_HRM_LEAVE_ACCRUAL_INSERT | stored procedure | dbo.LT_HRM_LEAVE_ACCRUAL_UPDATE | stored procedure | dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_CreateTransactions | stored procedure | dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_DeleteSystemEntries | stored procedure | dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_FNPF | stored procedure | dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_LTA | stored procedure | dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_Transactions | stored procedure | dbo.LT_PAY_RPT_LeaveTransaction | stored procedure | LBS_Alert_EmployeeLeaveStatus_sp | stored procedure | LT_ESS_BI_LeaveAnalysis | stored procedure | LT_ESS_CreateLeaveForInvalidTimeEntries | stored procedure | LT_ESS_GetLeave_Edit | stored procedure | LT_ESS_GetLeave_Manage | stored procedure | LT_ESS_GetLeave_View | stored procedure | LT_ESS_GetLeaveApplications | stored procedure | LT_ESS_LeaveCalendar_SELECT | stored procedure | LT_ESS_LeaveDetails_Select | stored procedure | LT_ESS_RPT_LeaveCalendarViewSubReport | stored procedure | LT_ESS_RPT_TimesheetImportLog | stored procedure | LT_ESS_RPT_TimesheetImportLog_LeaveDetails | stored procedure | LT_ESS_SaveLeaveApplication | stored procedure | LT_HRM_LEAVE_HIST_PreUpdateValidation | stored procedure | LT_HRM_LEAVE_HIST_UPDATE | stored procedure | LT_HRM_LEAVE_ROLLOVER_EndOfYear | stored procedure | LT_HRM_LEAVE_ROLLOVER_PROCESS | stored procedure | LT_HRM_LEAVE_UPDATE_SickDaysWithoutNotice | stored procedure | LT_HRM_LEAVE_UPDATE_SplitLeaveIntoPayPeriod | stored procedure | LT_HRM_LeaveAccrual | stored procedure | LT_HRM_LeaveAllocation_DELETE | stored procedure | LT_HRM_UTILITY_LeaveTransactionsRebuild_CreateTransactions | stored procedure | LT_HRM_UTILITY_LeaveTransactionsRebuild_Transactions | stored procedure | LT_LINKSOFT_Attachment_Integrate | stored procedure | LT_PAY_AddEmployeePay | stored procedure | LT_PAY_EditRosterSchedule | stored procedure | LT_PAY_RPT_LeaveTransaction | stored procedure | LT_PAY_RPT_Timesheet | stored procedure | RPT_HR_LeaveHistory_sp | stored procedure | LT_ESS_GetEmployeeCommitments_fx | table function | LT_HRM_GetLeaveTransactionAge_fx | table function | dbo.LT_HRM_EMP_LEAVE_INSERT | trigger | dbo.LT_HRM_LEAVE_TRANSACTIONS_vw | view | LT_HRM_LEAVE_TRANSACTIONS_vw | view | LT_HRM_Leave_vw | view |
- Report changes to handle 1. above
- 448-1-Leave Balance
- 448-2-Leave Due
- 448-3-Leave History
- 448-4-Leave Liability
- 448-5-Leave Transaction
- 448-6-Employee Leave Analysis
- 448-7-Leave Liability Analysis - Detail
- 448-8-Leave Liability Analysis - Summary
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23 Nov 2016 | 01:39PM Comment 13 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 23-11-2016 01:39 PM |
| Revised design (Sanjeet/Alvis)
Scenarios for Start Date Change 1. Employee Restarts a) Status must in Inactive or Terminated then allow for start date change i)End Leave allocation date on the day employee is made Inactive or Terminated ii)Leave Status is marked as Inactive b) Make Employee Active with New Start Date 2. Wrong Date Entered a) Employee is active - prompt the message and align the leave dates
DB Change 1. Leave Allocation Table - Leave Status 2. Leave Allocation Table - GUID as PK 3. Change Reports and Procedures to allow for new field status in leave allocation 4. Leave Allocation screen to show "Leave Status" |
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25 Nov 2016 | 11:27AM Comment 16 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 02-12-2016 11:27 AM Time Taken: 8.00 |
| Completed the following items: - Add ID column to leave allocation table and use this as the primary key - Completed
- Add index for CompanyID, EmployeeID, LeaveType, ForYear, void - Completed
- Add service history tab to employee maintenance and review screen size - Completed
- Add business rules to start date change - Completed
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28 Nov 2016 | 11:28AM Comment 17 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 02-12-2016 11:28 AM Time Taken: 32.00 |
| Completed the following work: Report changes will be done next. - Powerbuilder changes to handle 1. above - Completed
- Leave allocation screen - show active allocations
- leave transaction screen - show transactions for active allocations
- Leave transaction processing - show transactions for active allocations
- Leave lookup screen - shows leaves that for active allocations
- Leave Balance History screen - shows active allocations
- Leave Balance History detail button - show transactions for active allocations
- SQL Procedure changes to handle 1. above - Completed
dbo.LT_PAY_GetLeaveAccrued_fx | scalar function | dbo.LT_PAY_GetLeaveAdjustmentAccrual_fx | scalar function | dbo.LT_PAY_GetLeaveAdjustmentBFWD_fx | scalar function | dbo.LT_PAY_GetLeaveAdjustmentTaken_fx | scalar function | LT_ESS_TimesheetImport_GetTotalHoursConsecutiveDays_fx | scalar function | LT_ESS_TimesheetImport_HasWorkedConsecutiveDays_fx | scalar function | LT_HRM_CheckLeaveHasBalance | scalar function | LT_HRM_GetLeaveTransactionTotal_fx | scalar function | LT_PAY_GetLeaveAvailableBalanceAsAt_fx | scalar function | LT_PAY_GetLeaveTaken_fx | scalar function | LT_PAY_GetTotalHoursConsecutiveDays_fx | scalar function | LT_PAY_HasPaidLeaveOnDay_fx | scalar function | dbo.LT_ESS_LeaveAdjustments_APPROVE | stored procedure | dbo.LT_ESS_TimeEntry_Process | stored procedure | dbo.LT_HRM_LEAVE_ACCRUAL_INSERT | stored procedure | dbo.LT_HRM_LEAVE_ACCRUAL_UPDATE | stored procedure | dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_CreateTransactions | stored procedure | dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_DeleteSystemEntries | stored procedure | dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_FNPF | stored procedure | dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_LTA | stored procedure | dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_Transactions | stored procedure | dbo.LT_PAY_RPT_LeaveTransaction | stored procedure | LBS_Alert_EmployeeLeaveStatus_sp | stored procedure | LT_ESS_BI_LeaveAnalysis | stored procedure | LT_ESS_CreateLeaveForInvalidTimeEntries | stored procedure | LT_ESS_GetLeave_Edit | stored procedure | LT_ESS_GetLeave_Manage | stored procedure | LT_ESS_GetLeave_View | stored procedure | LT_ESS_GetLeaveApplications | stored procedure | LT_ESS_LeaveCalendar_SELECT | stored procedure | LT_ESS_LeaveDetails_Select | stored procedure | LT_ESS_RPT_LeaveCalendarViewSubReport | stored procedure | LT_ESS_RPT_TimesheetImportLog | stored procedure | LT_ESS_RPT_TimesheetImportLog_LeaveDetails | stored procedure | LT_ESS_SaveLeaveApplication | stored procedure | LT_HRM_LEAVE_HIST_PreUpdateValidation | stored procedure | LT_HRM_LEAVE_HIST_UPDATE | stored procedure | LT_HRM_LEAVE_ROLLOVER_EndOfYear | stored procedure | LT_HRM_LEAVE_ROLLOVER_PROCESS | stored procedure | LT_HRM_LEAVE_UPDATE_SickDaysWithoutNotice | stored procedure | LT_HRM_LEAVE_UPDATE_SplitLeaveIntoPayPeriod | stored procedure | LT_HRM_LeaveAccrual | stored procedure | LT_HRM_LeaveAllocation_DELETE | stored procedure | LT_HRM_UTILITY_LeaveTransactionsRebuild_CreateTransactions | stored procedure | LT_HRM_UTILITY_LeaveTransactionsRebuild_Transactions | stored procedure | LT_LINKSOFT_Attachment_Integrate | stored procedure | LT_PAY_AddEmployeePay | stored procedure | LT_PAY_EditRosterSchedule | stored procedure | LT_PAY_RPT_LeaveTransaction | stored procedure | LT_PAY_RPT_Timesheet | stored procedure | RPT_HR_LeaveHistory_sp | stored procedure | LT_ESS_GetEmployeeCommitments_fx | table function | LT_HRM_GetLeaveTransactionAge_fx | table function | dbo.LT_HRM_EMP_LEAVE_INSERT | trigger | dbo.LT_HRM_LEAVE_TRANSACTIONS_vw | view | LT_HRM_LEAVE_TRANSACTIONS_vw | view | LT_HRM_Leave_vw | view |
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29 Nov 2016 | 01:31PM Comment 14 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 29-11-2016 01:31 PM Time Taken: 1.00 |
| Meeting Sanjay/Alvis agreed to proceed with comment 13. Sanjeet and Vineet were not available to attend the meeting. |
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06 Dec 2016 | 03:00PM Comment 18 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 06-12-2016 03:00 PM Time Taken: 32.00 |
| Development work for this case has been completed. Please note the following: The change will be available in version: 8.07.024 Documentation update required:Yes QA required: Yes Additional details: Completed all the changes listed in the case header. |
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09 Dec 2016 | 09:01AM Comment 19 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 09-12-2016 09:01 AM Time Taken: 8.00 |
| 1. Was this test completed using Demo / New / Other database?DEMO 2. Did the test pass or fail? CHANGES NEEDED 3. Tab order, spelling, alignment, font size consistency, screen size etc checked? Yes 4. Data verified, saved, edit, delete/void?Yes 5. Documentation update required?Yes
Additional Details (Risks, issues, special conditions required for this test to pass etc): Tested scenarios - Scenario 1 - Employee leaves and returns at a later date
- Scenario 2 - Employee service changes
Notes: - Employee Terminate Date does not have any restrictions as employee can be terminated and pay processed at a later date.
- When employee is terminated, change the message "Changing the status ..." replace the word REMOVED to VOID and INACTIVE to INACTIVE/Terminated
Can we make the following changes to Employee Terminate: The current state required 15 + steps to terminate an employee - Set the Employee Terminate Date before the pay is processed
- The system will use this to determine the payout amounts
- Pay clerk can verify the details in the "Pay edit form"
- When the pay is updated, the employee status is changed to TERMINATED if the Pay end date is after the TERMINATE Date.
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09 Dec 2016 | 03:48PM Comment 20 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 09-12-2016 03:48 PM Time Taken: 7.00 |
| QA Performed - The following changes were completed - Leave Liability Report - Does not filter by Leve From and Leave To
- Service History - Show by Service date ASC
- Investigate Pay Edit screen 8 decimal places - look at reducing this to 4DP.
- Employee Profile - Current Service - Width of Reason
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12 Dec 2016 | 10:28AM Comment 21 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 12-12-2016 10:28 AM Time Taken: 6.00 |
| 1. Was this test completed using Demo / New / Other database? DEMO 2. Did the test pass or fail? Pass 3. Tab order, spelling, alignment, font size consistency, screen size etc checked? Yes 4. Data verified, saved, edit, delete/void? Yes 5. Documentation update required? No
Additional Details (Risks, issues, special conditions required for this test to pass etc):
Tested the following items: - Leave Liability Report - Does not filter by Leve From and Leave To
- Service History - Show by Service date ASC
- Employee Profile - Current Service - Width of Reason
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