Company: Link Technologies
Case No: L10257. Project: 11.40: LinkSOFT Version 11.4
Logged By: Alvis (Link Technologies) on 13 Mar 2019 04:53PM
Priority: High
Product: Payroll & HR
Group: Enhancement
Time Taken: 55.50 (Weight: 55.50)
Version: 11.3.0902
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Rashna, Sanjay
Resolve By: Wednesday, 13 March 2019 12:00 AM [1869 days since logged date]
Status: Closed
Subject: Migrate Backoffice to Web - Part 2 Employee Administration
Summary:    

Migrate HR forms from Backoffice to Web-  Part 2. Menus 420

  1. Create a menu structure with same names as back-office 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

MenuCode

MenuDescription

NavigateURL / Description

DB Status

UI Status

PR001

Employee Profile

~/Forms-ESS/Forms/EmployeeProfile.aspx


Use procedure LT_ESS_EmployeeProfile_select2 to display records on the main grid. The main grid is view only


Create a popup form that allows the user to add/edit employee records using procedure LT_ESS_EmployeeProfile_select/update. This form will have 4 tabs based on the update procedure.


The detail view will contain grids for:

  1. Additional Information
  2. Position
  3. Grade
  4. Service History - View only.

 

 

HR424

Dependents

~/Forms-ESS/Forms/Dependents.aspx

 

New 

 

Audit Notes:Edited by sanjay on 11/09/19 15:21. Edited by alvis on 20/05/19 10:22. Edited by sanjay on 10/04/19 14:12. Edited by alvis on 14/03/19 11:06. 
13 Mar 201904:53PM Comment 1 by Alvis (Link Technologies) Case 10257 added to project 11.0
12 Apr 201910:59AM Comment 2 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 12-04-2019 10:59 AM Time Taken: 3.50

Agreed design change for employee maintenance:

  1. When creating a new employee, the objective will be to create the employee record, then add a pay rate and position in the detail section of the record
  2. The business rules to apply are as follows:
    1. Highlight the employee record as RED if it does not have payrate or position history. 
    2. use the effective date and active flag to determine the employees payrate. 
    3. Validate edit and add payrate records to ensure effective date does not overlap for active records.
    4. Do not allow the user to change records that are used.
    5. Change the payroll process to pick the rate based on the pay date and effective date.
    6. Update standard pay when new payrate is entered and the effective date is between last pay date and next pay date.
    7. When pay is created, the standard pays and master file is updated based on the effective date.
  3. When the position changes on the payroll menu, create a position history - no change from the payroll side
    1. Update employee master file with the position when a new position history is created and the employee position record is blank.
    2. When pay is created, update the master file position based on the effective date.
Regards
Alvis / Sanjay

12 Apr 201903:30PM Comment 3 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 12-04-2019 03:30 PM Time Taken: 5.50

Development work for this case has been completed.

The change will be available in version: 11.0.0412

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

When creating a new employee, the objective will be to create the employee record, then add a pay rate and position in the detail section of the record - completedThe business rules to apply are as follows:
  1. Highlight the employee record as RED if it does not have payrate or position history.  - completed
  2. use the effective date to determine the employees payrate.  - completed
  3. Validate edit and add payrate records to ensure effective date does not overlap for active records. - completed
  4. Do not allow the user to change records that are used.  not required in this change
  5. Change the payroll process to pick the rate based on the pay date and effective date. - completed
  6. Update standard pay when new payrate is entered and the effective date is between last pay date and next pay date. - completed
  7. When pay is created, the standard pays and master file is updated based on the effective date. - completed
When the position changes on the payroll menu, create a position history - no change from the payroll side
  1. Update employee master file with the position when a new position history is created and the employee position record is blank. - completed
  2. When pay is created, update the master file position based on the effective date. - completed

2. The issue was caused by:

  1. Improvement

3. Next Step:

  1. UAT

4. Notes:


17 Apr 201908:41AM Comment 4 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 18-04-2019 12:00 AM Time Taken: 3.50

Hi Sanjay,

As per the GTM session.

  1. I am unable to create an employee profile in Linkweb.
    1. Licence Count = 100 and Active employees = 52.
    2. The system does not save a new record. Error: Number of active employees 52 exceeds authorized licence 100.
  2. Click on "New" to create a new profile in LinkWeb.
    1. "Employer Compulsory Contribution" field is missing from the form. Navigate to "Personal Tab -> Super" section.
    2. Default superannuation rates are not updated. This should be loaded based on the setting on menu 312-2.
  3. Prompt a  message to advise users that all required fields must be entered before saving a profile.
    1. A user enters "General" details and clicks on update on the "General tab", nothing happens. This is because other required fields are not filled in "Personal, Current Service" and "Pay Details" tab.

Thanks
Rashna


    17 Apr 201910:35AM Comment 5 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 17-04-2019 10:35 AM Time Taken: 5.50

    The following changes have been made:

    1. Corrected licence check for employee count
    2. Changed active tab if validation on a tab fails

    Next step:

    1. add "Employer Compulsory Contribution" to select the procedure
    2. Correct issue with creating new employee - Position ID is NULL

    23 Apr 201901:50PM Comment 6 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 23-04-2019 01:50 PM Time Taken: 2.50

    The following changes have been made:

    1. Added field SuperEmployerContributionCompulsory and CanEditSuperEmployerContributionCompulsory to select procedure
    2. Corrected NULL PositionID error.

    Next Step: UAT

    regards
    Alvis


    01 May 201911:28AM Comment 7 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 01-05-2019 11:28 AM Time Taken: 3.50

    Hi Alis, please add "SuperEmployerContributionCompulsory"  to LT_ESS_EmployeeProfile_Update procedure.

    I have added the field to the form.


    01 May 201901:01PM Comment 8 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 10-05-2019 12:00 AM Time Taken: 4.50
    Hi Sanjay and Alvis
    .QA Results
    Tests carried out according to requirements specified on the case header

    Test Results Summary

    Table 1 - Summarised list of issues
    NoTest DescriptionPass/Fail
    1
    • Disable access to "Employee Maintenance" for user admin. Login as admin and user should not see the menu.
    • Enable access to "Employee Maintenance" for user admin. Login as admin and user should be able to access details.
    Pass
    2Active employee license is 100 and used is 52. User should be able to successfully create a new employeePass
    3prompt a  message to advise users that all required fields must be entered before saving a profile.
    1. A user enters "General" details and clicks on update on the "General tab", nothing happens. This is because other required fields are not filled in "Personal, Current Service" and "Pay Details" tab.

    Pass, system switches into different tabs to enter required data
    4
    • Set "Auto Employee Code" to Yes - Enter all required fields and Save. The record should be saved and employee ID should be updated.
    • Set "Auto Employee Code" to No- Enter all required fields and Save. The record should be validated to add "Employee ID"
    Pass
    5Create a new profile E069 and save the record. The record should be highlighted in red as the "Rate" and "Position" is not updated.Pass
    6Add a starting rate of $28,000, effective date 01/01/2018 and set the position as 009 for employee E069. Details should be successfully saved. The record should reset color from red.Pass
    7Create standard pay for the employee. The employee is paid every fortnightly for 80 hours. Standard pay should be created with rate as 13.4615 (280000/26/80).Pass
    8

    Change the payroll process to pick the rate based on the pay date and effective date:

    Update the employee rate to $29,500 with an effective date of 02/01/2018. Create the pay for the employee on 15/01/2018. Rate in the pay should be 14.1826

    Fails. The system picks rate as 13.461 from line 7.
    9Add a new rate of 30,000 with an effective date of 02/01/2018. This should not be allowed. Effective dates cannot be the same.Pass
    10

    When pay is created, the standard pays and master file is updated based on the effective date. 

    Validate that the new rate of 14.1826 in 8 above is updated in the standard pay and employee profile

    Pass
    11

    Update standard pay when new payrate is entered and the effective date is between last pay date and next pay date:

    • Last Pay date for the employee was 29/01/2018 at a rate of 14.1826 (29500)
    • Next pay date is 12/02/2018.
    • Add a new of $32,000 with an effective date of 10/02/2018.
    • Validate that the standard pay rate updates to 15.384
    Fails, standard pay rate remains 14.1826.
    12

    When the position changes on the payroll menu, create a position history:

    • Change the position of the employee from 009 to 999 on menu 321.
    • A position history should be created for the employee in Link Web
    Pass
    13

    When pay is created, update the master file position based on the effective date.

    • Set the position effective date for 999 as of 16/01/2018.
    • Create a pay on the 21/01/2018.
    • Pay should be created and updated without errors.
    • The position should be updated to 999 in the profile and payslips to 999
    Pass
    14Employer Compulsory Contribution to the added to the employee profile form.Fails. Details are missing
    15

    Open a new employee profile form, the default compulsory superannuation rates should be loaded based on the setting on menu 312-2.


    Fails, field are blank.

    Environment Details

    1. OS version: Windows Server 2012
    2. Application version: 11.0.0429
    3. Setup: Demo
    4. Server : 10.0.0.14
    5. Database: LINKSOFT-DEMO-11-RASHNA

    Next Step: review


      08 May 201908:09AM Comment 9 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 08-05-2019 08:09 AM Time Taken: 17.50

      Development work for this case has been completed.

      The change will be available in version: 11.0.0507

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

      1. Corrected issues raised in comment 8, items 8 and 11
      2. Item 14 will not be shown on the employee profile as it is a configuration rather than a profile parameter
      3. Added defaults for configuration items:
      1. DeductSuper
      2. StartDate
      3. Status
      4. FullTime
      5. ShiftCode
      6. PayTeamCode
      7. PayCategory
      8. HoursPerPay
      9. HoursPerDay
      10. CurrencyCode
      11. PayScheme
      12. TaxScaleCode
      13. SuperEmployeeContributionCompulsory, ServiceType

      2. The issue was caused by:

      1. Coding issues as well as incomplete initial design

      3. Next Step:

      1. UAT

      08 May 201902:04PM Comment 10 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 09-05-2019 12:00 AM Time Taken: 5.50
      QA Results
      Tests carried out according to requirements specified on the case header

      Test Results Summary

      Table 1 - Summarised list of issues
      NoTest DescriptionPass/Fail
      1

      Change the payroll process to pick the rate based on the pay date and effective date:

      Update the employee rate to $29,500 with an effective date of 02/01/2018. Create the pay for the employee on 15/01/2018. Rate in the pay should be 14.1826


      Pass
      2

      Update standard pay when new payrate is entered and the effective date is between last pay date and next pay date:

      • Last Pay date for the employee was 29/01/2018 at a rate of 14.1826 (29500)
      • Next pay date is 12/02/2018.
      • Add a new of $32,000 with an effective date of 10/02/2018.
      • Validate that the standard pay rate updates to 15.384

      Pass
      3
      1. Added defaults for configuration items:
      1. DeductSuper
      2. StartDate
      3. Status
      4. FullTime
      5. ShiftCode
      6. PayTeamCode
      7. PayCategory
      8. HoursPerPay
      9. HoursPerDay
      10. CurrencyCode
      11. PayScheme
      12. TaxScaleCode
      13. SuperEmployeeContributionCompulsory, ServiceType
      Fails, default is not updated for "Service type"
      4
      • Terminate employee E004 on date 01/01/2016
      • Mark the employee as "Active" with a start date of 01/01/2018
      Validate that the employee status is updated and the "Service History" is correctly updated as above.


      Pass
      5Add grade 1 to employee E004Fails. Unable to set the "Effective Date" and "Approved By" on the grade edit form.
      6Click on the "View" link and this should open the profile of the selected employee. Validate that the details on the page are correct for the employee.Clicking on view opens the profile of the selected employee, however, the right panel displays details of the user who is logged in. This makes the information in the form inconsistent and misleading. 
      7Create a new employee as James E069, this should be created without errorsPass
      8Login as "E069", "Employee Profile" list should only load employee E069. "Review" and "Contract" details should be of employee E069Pass
      9Set the employee E069 as the time approver for employee E030.Login as "E069", "Employee Profile" list should load employees E069 and E030.  "Review" and "Contract" details should be of employee E069 and E030 Pass
      10Set "FTN" as the pay team accessible by employee E069.Login as "E069", "Employee Profile" list should load employees E069 and E030 and all employees in the "FTN" pay team.  "Review" and "Contract" details should be of employee E069, E030, and FTN employees.Pass
      11Enable access to PR101, PR102, PR103, and PR104. Login as E069 and switch employee to E030 under "employee profile". E069 should be able now to view "Personal", "Super Tax", "Service" and "Pay Details" tabs
      Pass
      12On the "Employee Maintenance" form, set the page size to 20. This should load 20 profilesFails, the page loads 50 profiles
      13Users should be able to add "Notes" and "Attachments" under "Employee Profile"Pass

      Environment Details

      1. OS version: Windows Server 2012
      2. Application version: 11.0.0507
      3. Setup: Demo
      4. Server : 10.0.0.14
      5. Database: LINKSOFT-DEMO-11-RASHNA

      Next Step: Review and Correction


        20 May 201911:00AM Comment 11 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 20-05-2019 11:00 AM Time Taken: 2.50
        QA Results
        Tests carried out according to requirements specified on the case header

        Test Results Summary

        Table 1 - Summarised list of issues
        NoTest DescriptionPass/Fail
        1

        Set the "Default Employee Service Type Code" to C on menu 233.

        Click on "Add New" in the web, service type should be auto-updated to C.

        Pass
        2Add grade 1 to employee E004. User should be able to add the "Effective Date" and "Approver"
        Pass
        3On the "Employee Maintenance" form, set the page size to 20. This should load 20 profiles
        Pass

        Logged case 10390 - Add labels on the "Employee Profile" page in Link Web for item 6 in comment 10.

         Environment Details

        1. OS version: Windows Server 2012
        2. Application version: 11.0.0517
        3. Setup: Demo
        4. Server : 10.0.0.14
        5. Database: LINKSOFT-DEMO-11-RASHNA

        Next Step: Review and Closure


          28 May 201908:21AM Comment 12 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 28-05-2019 08:21 AM Time Taken: 1.50
          Thanks Rashna

          09 Oct 201908:14AM Comment 13 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
          If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L10257 in the subject line of all emails regarding this issue.

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