Subject: | User defined activity type is not imported in pay |
Summary: | Hi Sanjay, In LTA, employees who have worked XXXXX hours need to create a Time Entry with activity as OverTime. Over Time and Taxi Claim is approved by the Head of Department and then by the finance manager. Time entry is not approved by the Finance Manager. The only way to achieve this is via a separate Activity type with a new workflow just for the Finance Manager to approve Over time and taxi claim. However, the activity does not flow into the pay. We did the following setup in QA1 with database LINKSOFT. - Created a new activity type as 'Over Time Entry'.
- Tagged this to the Activity "Over Time Hours"
- Attached a separate workflow as Over Time Approver with Sanjeet as the Approver.
- For employee 'E006' time approvers as Sanjay and Alvis, apply Overtime.
- All approvers approved including the Over time approver. Alvis, Sanjay approved and then the Over time approver Sanjeet approves.
- We set the config 'Import approved expense claims from ESS when pay is created (Y/N)' and 'Import approved expense claims from ESS when pay is created (Y/N)' to Yes.
- We created the pay, but the Overtime did not flow in the pay.
Change request, to improve the configuration to import user-defined activity types into the pay. Currently, we only have two configurations to import 1. Expense Claims 2. time entries Test Plan - Create a new activity type as 'Over Time Entry'.
- Tag this to the Activity "Over Time Hours"
- Attach a separate workflow as Over Time Approver with Sanjeet as the Approver.
- For employee 'E006' time approvers as Sanjay and Alvis, apply Overtime.
- All approvers approve including the Over time approver. Alvis, Sanjay approves and then the Over time approver Sanjeet approves.
- Sett the config 'Import approved expense claims from ESS when pay is created (Y/N)' and 'Import approved expense claims from ESS when pay is created (Y/N)' to Yes.
- Create the pay, details should flow into the pay.
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Audit Notes: | |
11 Jan 2018 | 12:36PM Comment 1 by Rashna (Edge Business Solutions) Assigned To: Development Followup Date: 11-01-2018 12:36 PM Time Taken: 1.00 |
| Development meeting January 2018 Sanjay, Alvis, Sanjeet and Vineet. Approved fro development - Merge the Import Time and Import claim into one configuration to import entries into payroll
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11 Jan 2018 | 12:37PM Comment 2 by Alvis (Link Technologies) Case 8872 added to project 900 |
15 Jan 2018 | 11:01AM Comment 3 by Alvis (Link Technologies) Case 8872 removed from project 900 |
15 Jan 2018 | 11:02AM Comment 4 by Alvis (Link Technologies) Case 8872 added to project 8.3 |
17 Jan 2018 | 08:55AM Comment 5 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 17-01-2018 08:55 AM Time Taken: 1.00 |
| The following changes have been made:- Removed configuration "Import approved expense claims from ESS when pay is created (Y/N)"
- Configuration "Import approved Time entries from ESS when pay is created (Y/N)" is used to import all entries from ESS Time into payroll.
- When an entry is imported to pay, the duration, rate and amount are calculated on the type of pay code it is linked to. For example:
- Normal Hours time entry is linked to ANHRS. ANHRS has a flag to use employee rate. In this case Duration from ESS entry is used and rate from pay code is used.
- Meal Allowance time entry is linked to EMEAL. EMEAL does not use employee rate. In this case, Total amount and rate are used from ESS entry. Duration is back calculated from the total amount.
Regards Alvis |
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13 Feb 2018 | 01:37PM Comment 6 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 13-02-2018 01:37 PM Time Taken: 1.00 |
| System test completed. Please proceed with UAT. |
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15 Feb 2018 | 11:44AM Comment 7 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 15-02-2018 11:44 AM Time Taken: 2.00 |
| QA Results Step 1 - Developer will perform test based on test cases provided Step 2 - Product expert to complete Product QA based on test cases.
Test cases are provided on the case header before the case is approved for development. Test Results Summary Table 1 - Summarised list of issues No | Test Description | Pass/Fail | 1 | Created new pay code as "OTE", classification as Gross Pay. User staff rate as "Yes" |
| 1 | Create a new Activity as "Over Time Entry". | Pass | 2 | Create a new Activity Type as "Over Time Entry", set the work flow as "Time approver workflow - Alvis". Approver is E003. | Pass | 3 | Add activity "Over Time Entry" to Project "LINK HR" | Pass | 4 | Tag Project "Link HR" to Customer CK Patel.
| Pass
| 5 | Create a time entry with activity "Normal Hours" for employee E069.Date 17/01/2018 | Pass | 6 | Create a time entry with activity "Over Time Entry" for employee E069.Date 18/01/2018 | Pass | 7 | Enable "Import approved Time entries from ESS when pay is created (Y/N)" | Pass | 8 | Create pay for employee.Pay Date 31/01/2018.This should have pull the time for "Normal Hours" and "Over time" | Failed. Pay is created only for Normal hours |
QA Environment Details - OS version:Windows
- Application version:8.3.2.0
- Database (Demo/New/Client): Demo LINKSOFT on QA4
- Client is QA1
Steps to reproduce failed scenarios: Figure 1: ESS Entries
Figure 2: ESS Entries
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15 Feb 2018 | 03:33PM Comment 8 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 15-02-2018 03:33 PM Time Taken: 2.00 |
| As per the Skype conversation with Alvis, We need to set the "PayrollPaycode" in Activity maintenance. After setting this, all entries was created in the pay. Refer to comment 7 for test plan. Documentation Completed Areas Documented - ESS--Maintenace --Activity
- ESS- Technical Reference -- Integrating Time Entry with Payroll.
Figure 1: Payroll.
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09 Oct 2019 | 08:14AM Comment 9 by Sanjay (Link Technologies) Quality control status: Pass. QC Not required - This case was created before quality check was implemented in version 11 on 30/06/2019 |