Company: Link Technologies
Case No: L08006. Project: 08.20: LinkSOFT Version 8.2
Logged By: Alvis (Link Technologies) on 12 Sep 2016 03:33PM
Priority: High
Product: Payroll & HR
Group: Change Request
Time Taken: 102.00 (Weight: 102.00)
Version: 8.290.0115
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Development, Sanjeet, Vineet
Resolve By: Monday, 12 September 2016 03:10 PM [2784 days since logged date]
Status: Closed
Subject: Employee start date validations [Created from case 7879]
Summary:    

Agreed on the following design on 29/11/2016 Alvis/Sanjay

  1. Add ID column to leave allocation table and use this as the primary key - Completed
  2. Add index for CompanyID, EmployeeID, LeaveType, ForYear, void - Completed
  3. Add service history tab to employee maintenance and review screen size - Completed
    1. Menu 321 
    2. Menu 421
  4. Add business rules to start date change - Completed
    1. Start date can be changed when there is no active leave allocation
  5. Powerbuilder changes to handle 1. above - Completed
    1. Leave allocation screen - show active allocations
    2. leave transaction screen - show transactions for active allocations 
    3. Leave transaction processing - show transactions for active allocations 
    4. Leave lookup screen - shows leaves that for active allocations 
    5. Leave Balance History screen - shows active allocations
    6. Leave Balance History detail button - show transactions for active allocations 
  6. SQL Procedure changes to handle 1. above - Completed
    1. 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


  7. Report changes to handle 1. above -  Completed
    1. 448-1-Leave Balance
    2. 448-2-Leave Due
    3. 448-3-Leave History
    4. 448-4-Leave Liability
    5. 448-5-Leave Transaction
    6. 448-6-Employee Leave Analysis
    7. 448-7-Leave Liability Analysis - Detail
    8. 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:

  1. It is easier to change employee start date as opposed to creating a new employee.
  2. Employee history is maintained

Concerns:

  1. 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
  2. Original start date is lost.
  3. 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.

  1. Add a new table to store service dates ID, startdate, terminate date, terminate reason
  2. Move service details into new tab
  3. Add business rules as follows:
    1. To terminate/inactive an employee, all leave balance must be zero
    2. Make the line read only once an employee is terminated.
    3. Check overlapping start and termination date
    4. ??????


Further discussion required.
Audit Notes:
12 Sep 201603:10PM Comment 1 by Alvis (Link Technologies) Created from case 7879
12 Sep 201603:33PM Comment 2 by Alvis (Link Technologies) Case 8006 added to project 1-8.08
07 Oct 201610:34AM Comment 3 by Alvis (Link Technologies) Case 8006 removed from project 807.20
07 Oct 201610:34AM Comment 4 by Alvis (Link Technologies) Case 8006 added to project 807.21
17 Oct 201610:48AM Comment 5 by Alvis (Link Technologies) Case 8006 removed from project 8.07.21
17 Oct 201610:48AM Comment 6 by Alvis (Link Technologies) Case 8006 added to project 8.07.22
19 Oct 201609:15AM 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:

  1. Employee code will be same as before with Dash 1 at the end
  2. Copy all HR records and employee master file data
  3. Link the two employee codes
  4. Validate: to be decided later

26 Oct 201602:22PM Comment 8 by Alvis (Link Technologies) Case 8006 removed from project 8.07.22
26 Oct 201602:22PM Comment 9 by Alvis (Link Technologies) Case 8006 added to project 8.07.23
11 Nov 201610:23AM Comment 10 by Alvis (Link Technologies) Case 8006 removed from project 8.07.23
11 Nov 201610:23AM Comment 11 by Alvis (Link Technologies) Case 8006 added to project 8.07.24
17 Nov 201609:58AM 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:

  1. We change the service tab to list all the service contracts. 
  2. To add a new service contract, the following steps to be done:
    1. Zeroise the current leave balance, this is done by passing adjustment
    2. 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.
    3. New service can now be added, then allocate new leave

21 Nov 201611:26AM 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

  1. Add ID column to leave allocation table and use this as the primary key
  2. Add index for CompanyID, EmployeeID, LeaveType, ForYear, void
  3. Add service history tab to employee maintenance and review screen size
    1. Menu 321 
    2. Menu 421
  4. Add business rules to start date change
  5. Start date can be changed when there is no active leave allocation
  6. Powerbuilder changes to handle 1. above - Completed
    1. Leave allocation screen - show active allocations
    2. leave transaction screen - show transactions for active allocations 
    3. Leave transaction processing - show transactions for active allocations 
    4. Leave lookup screen - shows leaves that for active allocations 
    5. Leave Balance History screen - shows active allocations
    6. Leave Balance History detail button - show transactions for active allocations 
  7. SQL Procedure changes to handle 1. above
dbo.LT_PAY_GetLeaveAccrued_fxscalar function
dbo.LT_PAY_GetLeaveAdjustmentAccrual_fxscalar function
dbo.LT_PAY_GetLeaveAdjustmentBFWD_fxscalar function
dbo.LT_PAY_GetLeaveAdjustmentTaken_fxscalar function
LT_ESS_TimesheetImport_GetTotalHoursConsecutiveDays_fxscalar function
LT_ESS_TimesheetImport_HasWorkedConsecutiveDays_fxscalar function
LT_HRM_CheckLeaveHasBalancescalar function
LT_HRM_GetLeaveTransactionTotal_fxscalar function
LT_PAY_GetLeaveAvailableBalanceAsAt_fxscalar function
LT_PAY_GetLeaveTaken_fxscalar function
LT_PAY_GetTotalHoursConsecutiveDays_fxscalar function
LT_PAY_HasPaidLeaveOnDay_fxscalar function
dbo.LT_ESS_LeaveAdjustments_APPROVEstored procedure
dbo.LT_ESS_TimeEntry_Processstored procedure
dbo.LT_HRM_LEAVE_ACCRUAL_INSERTstored procedure
dbo.LT_HRM_LEAVE_ACCRUAL_UPDATEstored procedure
dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_CreateTransactionsstored procedure
dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_DeleteSystemEntriesstored procedure
dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_FNPFstored procedure
dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_LTAstored procedure
dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_Transactionsstored procedure
dbo.LT_PAY_RPT_LeaveTransactionstored procedure
LBS_Alert_EmployeeLeaveStatus_spstored procedure
LT_ESS_BI_LeaveAnalysisstored procedure
LT_ESS_CreateLeaveForInvalidTimeEntriesstored procedure
LT_ESS_GetLeave_Editstored procedure
LT_ESS_GetLeave_Managestored procedure
LT_ESS_GetLeave_Viewstored procedure
LT_ESS_GetLeaveApplicationsstored procedure
LT_ESS_LeaveCalendar_SELECTstored procedure
LT_ESS_LeaveDetails_Selectstored procedure
LT_ESS_RPT_LeaveCalendarViewSubReportstored procedure
LT_ESS_RPT_TimesheetImportLogstored procedure
LT_ESS_RPT_TimesheetImportLog_LeaveDetailsstored procedure
LT_ESS_SaveLeaveApplicationstored procedure
LT_HRM_LEAVE_HIST_PreUpdateValidationstored procedure
LT_HRM_LEAVE_HIST_UPDATEstored procedure
LT_HRM_LEAVE_ROLLOVER_EndOfYearstored procedure
LT_HRM_LEAVE_ROLLOVER_PROCESSstored procedure
LT_HRM_LEAVE_UPDATE_SickDaysWithoutNoticestored procedure
LT_HRM_LEAVE_UPDATE_SplitLeaveIntoPayPeriodstored procedure
LT_HRM_LeaveAccrualstored procedure
LT_HRM_LeaveAllocation_DELETEstored procedure
LT_HRM_UTILITY_LeaveTransactionsRebuild_CreateTransactionsstored procedure
LT_HRM_UTILITY_LeaveTransactionsRebuild_Transactionsstored procedure
LT_LINKSOFT_Attachment_Integratestored procedure
LT_PAY_AddEmployeePaystored procedure
LT_PAY_EditRosterSchedulestored procedure
LT_PAY_RPT_LeaveTransactionstored procedure
LT_PAY_RPT_Timesheetstored procedure
RPT_HR_LeaveHistory_spstored procedure
LT_ESS_GetEmployeeCommitments_fxtable function
LT_HRM_GetLeaveTransactionAge_fxtable function
dbo.LT_HRM_EMP_LEAVE_INSERTtrigger
dbo.LT_HRM_LEAVE_TRANSACTIONS_vwview
LT_HRM_LEAVE_TRANSACTIONS_vwview
LT_HRM_Leave_vwview



  1. Report changes to handle 1. above
    1. 448-1-Leave Balance
    2. 448-2-Leave Due
    3. 448-3-Leave History
    4. 448-4-Leave Liability
    5. 448-5-Leave Transaction
    6. 448-6-Employee Leave Analysis
    7. 448-7-Leave Liability Analysis - Detail
    8. 448-8-Leave Liability Analysis - Summary

23 Nov 201601:39PM 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"

25 Nov 201611:27AM 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:

  1. Add ID column to leave allocation table and use this as the primary key - Completed
  2. Add index for CompanyID, EmployeeID, LeaveType, ForYear, void - Completed
  3. Add service history tab to employee maintenance and review screen size - Completed
  4. Add business rules to start date change - Completed

28 Nov 201611:28AM 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.
  1. Powerbuilder changes to handle 1. above - Completed
    1. Leave allocation screen - show active allocations
    2. leave transaction screen - show transactions for active allocations 
    3. Leave transaction processing - show transactions for active allocations 
    4. Leave lookup screen - shows leaves that for active allocations 
    5. Leave Balance History screen - shows active allocations
    6. Leave Balance History detail button - show transactions for active allocations 
  2. SQL Procedure changes to handle 1. above - Completed
dbo.LT_PAY_GetLeaveAccrued_fxscalar function
dbo.LT_PAY_GetLeaveAdjustmentAccrual_fxscalar function
dbo.LT_PAY_GetLeaveAdjustmentBFWD_fxscalar function
dbo.LT_PAY_GetLeaveAdjustmentTaken_fxscalar function
LT_ESS_TimesheetImport_GetTotalHoursConsecutiveDays_fxscalar function
LT_ESS_TimesheetImport_HasWorkedConsecutiveDays_fxscalar function
LT_HRM_CheckLeaveHasBalancescalar function
LT_HRM_GetLeaveTransactionTotal_fxscalar function
LT_PAY_GetLeaveAvailableBalanceAsAt_fxscalar function
LT_PAY_GetLeaveTaken_fxscalar function
LT_PAY_GetTotalHoursConsecutiveDays_fxscalar function
LT_PAY_HasPaidLeaveOnDay_fxscalar function
dbo.LT_ESS_LeaveAdjustments_APPROVEstored procedure
dbo.LT_ESS_TimeEntry_Processstored procedure
dbo.LT_HRM_LEAVE_ACCRUAL_INSERTstored procedure
dbo.LT_HRM_LEAVE_ACCRUAL_UPDATEstored procedure
dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_CreateTransactionsstored procedure
dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_DeleteSystemEntriesstored procedure
dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_FNPFstored procedure
dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_LTAstored procedure
dbo.LT_HRM_UTILITY_LeaveTransactionsRebuild_Transactionsstored procedure
dbo.LT_PAY_RPT_LeaveTransactionstored procedure
LBS_Alert_EmployeeLeaveStatus_spstored procedure
LT_ESS_BI_LeaveAnalysisstored procedure
LT_ESS_CreateLeaveForInvalidTimeEntriesstored procedure
LT_ESS_GetLeave_Editstored procedure
LT_ESS_GetLeave_Managestored procedure
LT_ESS_GetLeave_Viewstored procedure
LT_ESS_GetLeaveApplicationsstored procedure
LT_ESS_LeaveCalendar_SELECTstored procedure
LT_ESS_LeaveDetails_Selectstored procedure
LT_ESS_RPT_LeaveCalendarViewSubReportstored procedure
LT_ESS_RPT_TimesheetImportLogstored procedure
LT_ESS_RPT_TimesheetImportLog_LeaveDetailsstored procedure
LT_ESS_SaveLeaveApplicationstored procedure
LT_HRM_LEAVE_HIST_PreUpdateValidationstored procedure
LT_HRM_LEAVE_HIST_UPDATEstored procedure
LT_HRM_LEAVE_ROLLOVER_EndOfYearstored procedure
LT_HRM_LEAVE_ROLLOVER_PROCESSstored procedure
LT_HRM_LEAVE_UPDATE_SickDaysWithoutNoticestored procedure
LT_HRM_LEAVE_UPDATE_SplitLeaveIntoPayPeriodstored procedure
LT_HRM_LeaveAccrualstored procedure
LT_HRM_LeaveAllocation_DELETEstored procedure
LT_HRM_UTILITY_LeaveTransactionsRebuild_CreateTransactionsstored procedure
LT_HRM_UTILITY_LeaveTransactionsRebuild_Transactionsstored procedure
LT_LINKSOFT_Attachment_Integratestored procedure
LT_PAY_AddEmployeePaystored procedure
LT_PAY_EditRosterSchedulestored procedure
LT_PAY_RPT_LeaveTransactionstored procedure
LT_PAY_RPT_Timesheetstored procedure
RPT_HR_LeaveHistory_spstored procedure
LT_ESS_GetEmployeeCommitments_fxtable function
LT_HRM_GetLeaveTransactionAge_fxtable function
dbo.LT_HRM_EMP_LEAVE_INSERTtrigger
dbo.LT_HRM_LEAVE_TRANSACTIONS_vwview
LT_HRM_LEAVE_TRANSACTIONS_vwview
LT_HRM_Leave_vwview


29 Nov 201601:31PM 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.


06 Dec 201603:00PM 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.

09 Dec 201609:01AM 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

  1. Scenario 1 - Employee leaves and returns at a later date
  2. Scenario 2 - Employee service changes

Notes:

  1. Employee Terminate Date does not have any restrictions as employee can be terminated and pay processed at a later date.
  2. 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

  1. Set the Employee Terminate Date before the pay is processed
  2. The system will use this to determine the payout amounts
  3. Pay clerk can verify the details in the "Pay edit form"
  4. When the pay is updated, the employee status is changed to TERMINATED if the Pay end date is after the TERMINATE Date.

09 Dec 201603:48PM 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
  1. Leave Liability Report - Does not filter by Leve From and Leave To
  2. Service History - Show by Service date ASC
  3. Investigate Pay Edit screen 8 decimal places - look at reducing this to 4DP.
  4. Employee Profile - Current Service - Width of Reason

12 Dec 201610:28AM 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:
  1. Leave Liability Report - Does not filter by Leve From and Leave To
  2. Service History - Show by Service date ASC
  3. Employee Profile - Current Service - Width of Reason


If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L08006 in the subject line of all emails regarding this issue.

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