Company: Link Technologies
Case No: L09459. Project: 11.40: LinkSOFT Version 11.4
Logged By: Rashna (Edge Business Solutions) on 25 Jul 2018 08:21AM
Priority: Medium
Product: Payroll & HR
Group: Enhancement
Time Taken: 33.50 (Weight: 33.50)
Version: 11.3.0902
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Development, Rashna, Sanjay
Resolve By: Thursday, 26 July 2018 12:00 AM [2096 days since logged date]
Status: Closed
Subject: Improve option to add selective employees to a backpay schedule.
Summary:    

Hi Team,

Improvement: Improve option to add selective employees to a backpay schedule.

Justification

  • The client has to process backpay for Employees E001, E033, and E069 with the same rate.
  • The system has the option to make backpay for "All Employees" or "Selective Employee". 
  • However, with the current "Selective Employee" option, users can only select employees in a range.For example, from employee E001 to E033 where pay is created for all employees in this range.
  • We can not "Add Employees" to the pay created from back pay
  • Therefore, in the current design if we had to process backpay for  Employees E001, E033, and E069 only, we need to create 3 different back pay schedules. This becomes a tedious task for clients more than 10 employees.

Design

To be discussed and approved by the development team.

Test Plan

Test Plan will be constructed based on the approved design.

Thanks
Rashna

Audit Notes:Edited by alvis on 25/01/19 09:22. Edited by alvis on 30/08/18 08:33. 
30 Jul 201809:39AM Comment 1 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 31-08-2018 12:00 AM Time Taken: 2.00
Case added to project 999 for planning and design

30 Jul 201809:41AM Comment 2 by Rashna (Edge Business Solutions) Case 9459 added to project 999
30 Aug 201808:33AM Comment 3 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 30-08-2018 08:33 AM Time Taken: 1.50

This change will require the following change:

  1. Redesign the form "333-1-Create Back Pay schedule" to allow for selective employee selection.
  2. Form tidy up

25 Jan 201909:20AM Comment 4 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 25-01-2019 09:20 AM Time Taken: 2.50

Discussion notes: Sanjay, Alvis, Rashna.

  1. Make backpay processing to have Create, Edit, Print and Update.
  2. Keep form sizes consistent with manual pay screen
  3. Backpay edit should allow adding/removing employees and changing rates.

25 Jan 201909:22AM Comment 5 by Alvis (Link Technologies) Case 9459 added to project 10.2
29 Jan 201903:41PM Comment 6 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 29-01-2019 03:41 PM Time Taken: 3.50

While reviewing the code for backpay processing, I have found the following issues:

  1. Multiple backpays cannot be created. If you create a backpay in company 1002 then switch to company 1002, you would get a message that backpay already exists.
  2. Backpay created in company 1001 can be completed in company 1002 resulting in a data cleanup process.

To resolve this, we would have to re-design the backpay processing to use SQL stored procedures and add edit screen.


30 Jan 201903:33PM Comment 7 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 30-01-2019 03:33 PM Time Taken: 8.50

Development work for this case has been completed.

The change will be available in version: 10.2

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

  1. Changed "333-1 Create Back Pay Schedule" screen
    1. Removed employee All/Selection option 
    2. Added Employee From/To lookup
    3. Added logging
    4. Re-designed screen layout to make it consistent.
  2. Renamed menu "333-2 Print Back Pay Schedule" to "333-2 Edit Back Pay Schedule"
  3. "333-2 Edit Back Pay Schedule" is a new screen that to view back pay details. This screen has the following functions:
    1. Print - Prints the current back pay schedule to the reporter
    2. Add Employee - Add an employee to the current "back pay" schedule
    3. Remove Employee - remove the selected employee from "back pay" schedule
  4. Resolved issue with multi-company. "Back Pay" can now be generated for each company at the same time.

2. The issue was caused by:

  1. Change request and design issue.

3. Next Step:

  1. UAT

4. Notes: Please test multi-company back pay as well.


01 Feb 201912:05PM Comment 8 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 01-02-2019 12:05 PM Time Taken: 1.50

The following changes are required when the "Back pay schedule" is created into "Current Pay":

  1. Add log section in "Create Back Pay" screen. Add a log message at the end of the process stating the back pay can be viewed in the pay processing screen.
  2. Update the employee rate before the pay is created.
  3. New rate that is created should have an effective date of "Today"
  4. New rate should be applied to:
    1. Employee Profile
    2. Standard Pay entries

01 Feb 201904:44PM Comment 9 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 01-02-2019 04:44 PM Time Taken: 5.50

Development work for this case has been completed.

The change will be available in version: 10.2

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

  1. Added log section in "Create Back Pay" screen. 
  2. Added a log message at the end of the process stating that back pay can be viewed in the payroll processing menu.
  3. Changed the process to update the employee rate before creating the back pay.
  4. New rate that is created has an effective date of "Today"
  5. New rate update is applied to:
    1. Standard Pay entries
    2. Employee Profile

2. The issue was caused by:

  1. Change request

3. Next Step:

  1. UAT

4. Notes:


04 Feb 201910:00AM Comment 10 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 04-02-2019 10:00 AM Time Taken: 4.50
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
1Users with access to menu 332-1 should be able to edit back pay schedule.
Pass
2Create backpay for date 01/01/2018 to 31/01/2018. Select employees E001 to E003. Set the "Rate Type" as "Fix Amount" with a rate of $2.50.click on "Create" and the log should be updated.

  1. Go to "Edit Back Pay Schedule". Below details should be updated and fields should be read-only.
    1. Back Pay No: 1
    2. Date From: 01/01/2018
    3. Date To: 31/01/2018
    4. Increase by : 2.5 (Value)
    5. Status: Active
  2. Back pay should be created for the employees. Verified backpay details for employee E003.
    Paid Rate = $46.8750 New rate = $49.3750 Back Pay = 400 = [(160*46.8750)-(160*49.3750)].
  3. USers should not be able to edit records on the edit screen.
  4. Users should be able to print the "Schedule" from the edit screen. Note: Users need acces to menu 333-2-1.

Pass
3
  1. Add employee E010(MTM) to the back pay.Rate = 39.3229. This should be completed successfully.
  2. Add employee E022(FTN) to the back pay.Rate = 28.3654. This should be completed successfully.
  3. Users should be able to search for employees by "ID" and "Name" on the edit screen
  4. New Rate for these employees should be calculated as E010 = 41.8229 E022 = 30.8654

Pass
4Remove employee E001 from the back pay and should be successfully removed.
Pass
5Do not create the backpay for the schedule in 2 above. Navigate to company 1002 and create a back pay in company 1002. This should be created successfully. Pass
6

Navigate back to company 1001. Create back pay from menu 333-3..

  1. System should create separate pays for "FTN" and "MTM" employees.
  2. System should calculate "PAYE","Super" and "Super Access" based on "Special Pay" rules. Details for E003 should be as below:
    1. ABAY - 400
    2. PAYE - 80 (400*.20)
    3. FSUPE - 32
    4. HSUPE - 40
    5. Banking - 288
Pass
7

Create back pay schedule for employee E023, E009. Create back pay with "Fixed Amount" as $3.30. (Salaried Employees)
Create back pay schedule for employee E069. Create back pay with "Percent" as 3 (Wages Employee) 

Below should be rate update

  • E023, Paid Rate : 28.8846, Back pay rate: 31.1846
  • E009, Paid Rate : 40.1042 Back pay rate: 43.4042
  • E069,  Paid Rate : 12.35Back pay rate: 12.72

Create back pay for above employees and enable "Update Employee Pay Rate". New Rate should be successfully reflected on below sections:

  1. Standard Pay
  2. Employee rate (menu 322) . The effective date should be today.
  3. Pay slip
  4. Pay Edit Report
Pass
8Create back pay for employee E010, do not select  "Update Employee Pay Rate". Employee rate should not update Pass
9Create the next "Normal Pay" after the "Back Pay" system should use the "New Rate" based on the effective datePass
10Verify that the help icon are functional on all back pay screenPass

Environment Details

  1. OS version: Windows Server
  2. Application version: 10.2
  3. Setup: Demo
  4. Server : 10.0.0.14
  5. Database: LINKSOFT102

Steps to reproduce failed scenarios:


Next Step: for documentation 


    04 Feb 201911:36AM Comment 11 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 11-02-2019 12:00 AM Time Taken: 2.50

    Hi Sanjay, 

    This case has been tested as per comment 10.

    Documentation has been updated in the below sections:

    • Payroll - Pay Processing - Back Pay Processing - Create Back Pay Schedule
    • Payroll - Pay Processing - Back Pay Processing - Print Back Pay Schedule
    • Payroll - Pay Processing - Back Pay Processing - Edit Back Pay Schedule
    • Payroll - Pay Processing - Back Pay Processing - Create Back Pay
    • Payroll - Pay Processing - Back Pay Processing - Void  Back Pay Schedule

    Thanks
    Rashna


    06 Feb 201902:38PM Comment 12 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 06-02-2019 02:38 PM 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: L09459 in the subject line of all emails regarding this issue.

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