Logging new case as the requirement has changed. Refer below new requirement: 

Bonus Calculation

Objectives:

The objectives of the Bonus Calculation Report are to calculate employee bonus payment amount accurately based on the bonus year.

Description:

While reviewing the current bonus calculation report. The report bonus calculation for permanent staff that was appraised for the whole of the bonus year is correct.

The formula for pro-rata calculation is incorrect in which it needs amendments and updates. Therefore, the system will have to check a few conditions below in order to apply the respective formula for bonus calculation:

The bonus formula below will cater for both permanent employees and newly recruited employees.

Bonus Formula:

Definitions:

1. The bonus formula below will cater for both permanent employees and newly recruited employees.
2. Newly recruited staffs are legible to a bonus if complete 6 months of employment.
3. Salary = employee's latest salary of the bonus year.
4. Leave Paid = Any leave paid within the bonus year i.e., Annual, Sick, Inpatient, Maternity etc

Definitions:

1. "number of days worked" = Hours paid
2. "number of working days in bonus year" = hours in a shift for employees in a year

Table 4: Test cases

Hi Sanjay
Refer to details below:

1. URL: https://linktechnologies.com.au/DEMO-LinkSOFT/Account/Login.aspx
2. Appraisal ID: APPR000040
   1. This appraisal is yet to be submitted by Final Approvers (which is HR) 
3. WorkFlow Name: PMS
   1. E029 is the Manager
   2. E019 is Appraisal - HR 1
   3. E008 is Appraisal - HR 1 and 2
4. Login Details:
   1. E029: username: Allison, password: Allison
   2. E019: username: E019, password: e019
   3. E008: username: E008, password: e008

Regards
Aarti

Hi Aarti, this case doesn't say you have prepared the environment - can you update, please?

also, please make sure the report matches Table 4 - Test cases

I will work on other cases while waiting for the scenarios to align with the tet case.

Completed the following tasks:

1. Reviewed calculation formulas
2. Reviewed Bonus calculation report and formulas
3. Reviewed Test cases and worked with Aarti to correct Test scenarios
4. Added parameters to collect formula parameters
5. Added test cases to compute new bonus

Next steps

1. Discuss test cases with Aarti as the Salary amounts do not align with test cases
2. Check formula additional parameters to confirm we are removing old calculation parameters

Hi Aarti, can you confirm the following:

1. Definition of "New Recruits". Are these employees who start employment in the bonus year?
2. Which service types qualify for bonuses?
3. We use the last "pay rate" in Pay Processing to get the Employees salary.

Hi Aarti, can you update the case with the following:

1. Define Working hours per year - based on the previous case, this is Employee Shift hours less Public Holidays
2. Agreed to use Processed Pay data to determine:
   1. Hours Worked
   2. Leave Hours Paid
3. We will remove the following parameters:
   1. WokingDaysInAYear
   2. NumberOfConsecutiveAppraisals
   3. ApprovedLeaveCodes
4. Keep
   1. "Probation Months" to define the 6-month minimum service before the bonus is calculated?
   2. "Number of Completed Appraisals"
   3. DO Not Generate Bonus for Open Appraisals

   Can you update your test cases to reflect these changes?

Hi Sanjay
Case header has been updated:

1. Table 4: Test Cases
2. Inserted definition of “Working hours per year”
   
   

Refer to Setup Details:

1. Demo Environment: URL: https://linktechnologies.com.au/DEMO-LinkSOFT/Account/Login.aspx
2. Appraisall: APPR000042

1. The change will be available in version: 13.20.1209RC2

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

1. Added function to calculate
   1. Hours worked based on Employee Shift configuration
   2. Hours Worked Based on Processed pay. All Pay Items that contribute to Leave will be used to compute hours worked as this encompasses Hours worked plus Paid Leave Hours
2. Removed the following parameters:
   1. WokingDaysInAYear
   2. NumberOfConsecutiveAppraisals
   3. ApprovedLeaveCodes
3. Added new calculation formula
4. Tested against test cases. Numbers do not match exactly as Hours worked (including leave) is not the same as the test case. Aarti to recompute numbers and verify

3. Affected Areas:

1. Performance Bonus Report

4. The issue was caused by:

1. Change Request

5. Other Relevant Notes: 
6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): Aarti and Sanjay to perform UAT 

Hi Sanjay

1. The "Total Normal Working Hours in a Year" calculated in the report is different from my calculations. My calculation is "shift total * 52".
2. For FTNM - I get 1950 (which equals 52*37.5) whereas the report is using 1951
3. For FTNS - I get 1872 (which equals 52*36) whereas the report gets 1874

Please investigate the difference.

Hi Sanjay

All the numbers are matching but there seems to be a bit of a rounding issue.

1. For TLB1: The system is displaying: 11528.28, I am getting: 11528.52

Regards
Aarti