| Subject: | Add Shift ID and Rate Per Hour for Reports - Employee Listing Report, Leave Transaction Report and Leave Balance Report |
| Summary: | Request 1: Leave Transaction Report and Leave Balance Report Requesting if the Leave Transaction and Leave Balance Report can include the below columns: a. Rate per hour b. Shift ID c. Territory, Branch and Cost Centre The reason for this request is: To calculate the value of leave taken in a period and the leave value left at a point in time. Request 2: For Employee Listing Report Requesting if the Employee Listing Report can include the below columns: a. Rate per hour b. Shift ID c. Territory, Branch and Cost Centre The reason for this request is: For ease of reporting, and to calculate the value of each employee (salary) against our budget at a point in time. |
| Audit Notes: | Edited by sanjay on 17/03/23 14:39. Edited by sanjay on 13/03/23 10:21. Edited by sanjay on 13/03/23 10:19. Edited by sanjay on 09/03/23 17:37. Edited by sanjay on 09/03/23 17:36. Edited by sanjay on 09/03/23 17:32. Edited by sanjay on 07/03/23 14:22. Edited by aarti on 17/11/22 09:08. |
| 07 Nov 2022 | 02:31PM Comment 1 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 08-11-2022 01:58 PM Time Taken: 2.00 Notes: Edited by sanjay on 13/03/23 10:21. |
| Discussion with Sanjay and Aarti: - Request 1:
- Leave Transaction Report - Report already in Landscape. Can use Grouping to analyse by Territory/Branch/CC. Can add a data view for this if more columns are needed.
- Leave Balance Report. Cannot put transaction-level detail in the summary report. Territory/Branch and Cost centre are already on the report.
- Request 2: For Employee Listing Report
- The report is already in Landscape, cannot add more columns without removing existing ones
The alternative would be to use Data Views. Can you discuss this with the client and let me know if I can add this to the development queue? Next Steps: - Aarti - discuss details with the client and let me know if data views are required
- Aarti - Restore client DB on QA4 to address issue 1 above
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| 16 Nov 2022 | 11:13AM Comment 2 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Aarti Pooja Gayaneshwar (Link Business Solutions) Followup Date: 18-11-2022 10:48 AM Time Taken: 0.50 Notes: Edited by sanjay on 13/03/23 10:21. |
| Hi Team As discussed with the LTA team for Requests 3 and 4, they are okay if these columns can be added to the data view. Request 1: Leave Transaction Report and Leave Balance Report Requesting if the Leave Transaction and Leave Balance Reports can include the below columns: a. Rate per hour b. Shift ID The reason for this request is: To calculate the value of leave taken in a period and the left value left at a point in time. Request 2: For Employee Listing Report Requesting if the Employee Listing Report can include the below columns - Shift ID
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As for Request 2 (TNA Timesheet (Import Log) Report to include additional filters and columns) - we have restored the database and are currently working on it.
Regards Aarti |
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| 16 Nov 2022 | 12:46PM Comment 3 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 31-01-2023 12:45 PM Notes: ETC extended from: 02/11/2022 to 31/01/2023 |
| Hi Aarti, transfer case to Development and assign to me for development in the next release - thanks |
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| 07 Mar 2023 | 02:22PM Comment 4 by Sanjay (Link Technologies) Case L12821 added to project 14.60 |
| 09 Mar 2023 | 05:36PM Comment 5 by Sanjay (Link Technologies) ETC was changed from 31/01/2023 to 31/03/2023 |
| 13 Mar 2023 | 10:18AM Comment 6 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 17-03-2023 09:09 AM Time Taken: 5.00 |
| PART A - Development work for this case has been completed. 1. The change will be available in version: 14.60 2. The following changes were made(Include Database object names, Program classes, and any other relevant information): - Added ShiftID and RatePerHour to "Leave Transaction Report" and "Leave Balances (summary) Report"
- Could not add Shift to "Employee Listing Report" as it does not have space. Use Dataview "HRM-Employee" as this has Shift ID.
3. Affected Areas: - Reports: "Leave Transaction Report" and "Leave Balances (summary) Report"
4. The issue was caused by: - Change Requested by users
5. Other Relevant Notes:
6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT
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| 22 Mar 2023 | 10:25AM Comment 7 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 31-03-2023 10:22 AM Time Taken: 2.00 |
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The following tests were performed:
Test Setup Instructions:
Table 1 - Test Results
| No | Test Case | Expected Result | Pass/Fail | Comments | | 1 | Generate "Leave Transaction Report"
| Shift and Rate/hr should show at Employee Level
| Pass
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| | 2 | Generate "Leave Balances (summary) Report"
| Shift and Rate/hr should show at Employee Level
| Pass
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| | 3 |
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| | 4 |
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| | 5 |
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Environment Details - OS version: Win11
- Application version: 14.60
- Setup on:
- Server: LinkQA4
- Database: LinkSOFT
- LinkSOFT URL: HTTP://LinkQA4/LinkSOFT
- Login Details: Standard username and password for user "admin"
Next Step: Closure
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