Subject: | Improvement to configuration under Process ESS002. |
Summary: | Hi Team. Currently, we have the configuration to auto-create employees in ESS by Employee Name, Employee ID or Employee Email Address. However, there are clients that who have the below formats. - FirstName and the first letter of the Surname. Example Amit Kumar becomes AmitK.
- FirstName.Surname. Example Priya Chand becomes Priya.Chand
With these clients they are currently manually creating the usernames in ESS, however, the difficulty comes when employees are marked Inactive in Backoffice. This is because it is Processes ESS002 that adds and deletes employees from ESS. Suggestion 1 - Introduce a configuration for the users to define the format of the usernames.
- We need to also handle scenarios where usernames can be duplicate. For example, there can two employees as name Ritesh Kumar.
Test Plan Test Plan will be done once the final design has been confirmed.
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Audit Notes: | Edited by sanjay on 05/03/19 09:34. |
10 Jan 2018 | 03:08PM Comment 1 by Alvis (Link Technologies) Case 9024 added to project 900 |
10 Jan 2018 | 03:13PM Comment 2 by Vineet (Link Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 10-01-2018 03:13 PM Time Taken: 1.00 |
| Development Meeting 2018 Approved for following design: - Add a new field in employee profile called ESS Username (WebUserName).Default username to users firstname.lastname
- Validate username within the company for uniqueness
- System will create ESS user based in this username and map company and employee code accordingly.
- When the payroll user is inactive or terminated, ESS user is terminated.
- When payroll user is active ESS user is activated again.
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26 Jul 2018 | 08:36AM Comment 3 by Rashna (Edge Business Solutions) Case 9024 removed from project 999 |
29 Aug 2018 | 03:34PM Comment 4 by Alvis (Link Technologies) Case 9024 added to project 09.5 |
29 Aug 2018 | 04:00PM Comment 5 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 29-08-2018 04:00 PM Time Taken: 1.00 |
| Development work for this case has been completed. The change will be available in version: 9.5 beta 3 1. The following changes were made(Include Database object names, Program classes and any other relevant information):| - Added Web username (Read Only) in employee profile.
- Added options in Web username format to be as follows:
M = Manual (Administrator needs to create the user in web and assign an employee id) I = Employee ID N = Name(1st character of First Name + Last Name) L = FirstName.LastName E = Email Name (Values before the @ sign) If users need to enter a username manually in employee profile, use the option "E = Email Name (Values before the @ sign)" as the email name would be unique in an organization.2. The issue was caused by: - N/A
3. Next Step - UAT
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10 Sep 2018 | 04:16PM Comment 6 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 10-09-2018 04:16 PM Time Taken: 1.00 |
| System test completed. proceed with UAT. |
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18 Sep 2018 | 10:54AM Comment 7 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 19-09-2018 12:00 AM Time Taken: 1.00 |
| Hi Sanjay, Unable to test case. Issue creating an employee in Backoffice. Internal case 9576 logged. Hence, this case should be added for a retest in beta 4. Thanks. |
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19 Sep 2018 | 04:30PM Comment 8 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 19-09-2018 04:30 PM |
| Issue resolved in case 9576. Retest in beta4. |
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26 Sep 2018 | 12:36PM Comment 9 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 26-09-2018 12:36 PM Time Taken: 1.00 |
| Hi Sanjay QA Results Tests carried out according to requirements specified on the case header Test Results Summary Table 1 - Summarised list of issues No | Test Description | Pass/Fail | 1 | Enable Process ESS002 set ESS_Username_Format to "M". Create an employee in Payroll. This should not create the username in ESS | Pass | 2 | Enable Process ESS002 set ESS_Username_Format to "I". Create an employee in Payroll with employee code E069. This should username with code E069. | Pass | 3 | Enable Process ESS002 set ESS_Username_Format to "N". Create an employee in Payroll with the employee name as Peter Lee. This should create a username as"plee" | Pass | 4 | Enable Process ESS002 set ESS_Username_Format to "L". Create an employee in Payroll with the employee name as Sam Smith Goundar. This should create a username as"sam.goundar"
| Pass
| 5 | Enable Process ESS002 set ESS_Username_Format to "E". Create an employee in Payroll with the employee name as "Reena" and email address as "rashna@linktechnologies.com.au". This should create a username as"rashna"
| Failed. Employee's username is not created in ESS. | 6 | Web User Name field should be updated on the employee profile. This should not be editable. | Pass |
Environment Details - OS version: Windows Server 2012
- Application version: 10. BETA 4
- Setup: Demo
- Server : 10.0.0.10
- Database:LINKSOFT-DEMO-10-RASHNA
Steps to reproduce failed scenarios: N/A Next Step: Case assigned to development for review.
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27 Sep 2018 | 09:51AM Comment 10 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 27-09-2018 09:51 AM |
| Hi Rashna, The username "Rashna" exists before you created the employee. The system will not create a duplicate username if it already exists. regards Alvis |
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27 Sep 2018 | 10:57AM Comment 11 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 27-09-2018 10:57 AM |
| Hi Sanjay QA Results Tests carried out according to requirements specified on the case header Test Results Summary Table 1 - Summarised list of issues No | Test Description | Pass/Fail | 1 | Enable Process ESS002 set ESS_Username_Format to "E". Create an employee in Payroll with the employee name as "James" and email address as "james.ahwai@utos.ws". This should create a username as"james.ahwai "
| Pass |
Environment Details - OS version: Windows Server 2012
- Application version: 10 Beta 4
- Setup: Demo
- Server : 10.0.0.10
- Database: LINKSOFT-DEMO-10-RASHNA
Steps to reproduce failed scenarios: N/A Next Step: for documentation
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27 Sep 2018 | 12:55PM Comment 12 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 27-09-2018 12:55 PM Time Taken: 1.00 |
| Hi Sanjay, Documentation updated on the cae. Updated content under Company Administration --> Processes --> ESS Processes Thanks Rashna |
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27 Sep 2018 | 03:08PM Comment 13 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 27-09-2018 03:08 PM |
| Thanks Rashna |
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09 Oct 2019 | 08:14AM Comment 14 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 |