Company: Link Technologies
Case No: L12260. Project: 12.42: LinkSOFT Version 12.42
Logged By: Aarti Pooja Gayaneshwar (Link Business Solutions) on 17 May 2021 03:09PM
Priority: High
Product: Payroll & HR
Group: New Feature
Time Taken: 10.00 (Weight: 10.00)
Version: 12.42
Assigned To: Sanjay (Link Technologies)
Circulation: Aarti Pooja Gayaneshwar, Alvis, Rashna, Sanjay
Resolve By: Tuesday, 18 May 2021 12:00 AM [1071 days since logged date]
Status: Closed
Subject: Un-Subscription option for Leave approvers and Improvements to YTD Listing Report
Summary:    
Customer name:
 Good Man Fielder
Project Title:
 
Requested By and Contact Details:
 Ravinesh
Business Case:
 
Estimated Cost:
 
Cost covered by:
 
Alternatives:
 

Change Details:

Request 1: Un-Subscription for Leave

GMI has requested for Leave email un-subscription. They would like an option that allows ESS administrators to choose which user wants to have Leave Management Notifications sent to them and who does not want them.

 

The reason for the request is that "Many managers opt not to get Leave notification emails as this bulks up their inbox as some Managers have over 100 employees reporting to them and the amount of leave applications made in a week is numerous.


Only some Managers with a small number of employees are opting for email notifications."

 

 

Request 2: Request to Improve YTD Listing Report Filters

GMF has requested additional filters in the YTD Listing Report. These are “Date From”, ”Date To" and  “Employee Status”. 

 

This report is used often by them and with these filters, data generation will be effective. Using the introduced filters, they will be able to get a report for a desired period of time that is, either for all employees or only active employees.


It's used for reporting purposes as there is no other report that gives data in this manner.


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--- TO BE COMPLETED AFTER THE CASE HAS BEEN RESOLVED ---
Has the problem been solved?:

Steps taken to resolve the issue:

Has the final solution review been done with the customer? (Yes/No)  Notes from discussion with customer:

Audit Notes:Edited by sanjay on 26/05/21 16:09. Edited by alvis on 21/05/21 13:55. Edited by sanjay on 20/05/21 16:33. 
20 May 202104:31PM Comment 1 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 20-05-2021 08:30 PM
Hi Alvis, can you look into this and see if this can be done in 12.42

20 May 202104:33PM Comment 2 by Sanjay (Link Technologies) Case L12260 added to project 12.42
21 May 202104:46PM Comment 3 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 21-05-2021 05:55 PM Time Taken: 8.00
PART A - Development work for this case has been completed.

1. The change will be available in version:12.42.0521

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

  1. Request 1: Un-Subscription for Leave
    1. Added unsubscribe option on the leave approval alert.
    2. Subscriptions can be managed on menus: "Global Administration -> My Account" or "Company Administration -> Email Subscriptions"
  2. Request 2: Request to Improve YTD Listing Report Filters
    1. "YTD Listing Report" and "Employee Payment History" reports displaying the same data in a similar format. If we add a date range to "YTD Listing" then we cannot use "For Year" parameter. For this reason we have removed "YTD Listing Report" from the application.
    2. Changed "Employee Payment History" report to have:
      1. Added filters as defined:
        1. Date Range
        2. Company
        3. Employee Range
        4. Employee Status
        5. Pay Team
        6. Territory, Branch, Cost Centre
        7. Group by 1,2,3,4
      2. Changed report layout to merge "YTD listing" and "Employee payment history"

3. Affected Areas:

  1. Leave approval alert - option to unsubscribe
  2. Removed YTD Listing report
  3. Changed Employee Payment History report.

4. The issue was caused by:

  1. Improvements

5. Notes
6. Next Step
(Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT


26 May 202104:46PM Comment 4 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 26-05-2021 08:42 PM Time Taken: 1.00
Table 1 - Test Results
Test NoTest CasePass/FailComments
1
Apply for leave and review that the manager approval alert has an option to unsubscribe
Pass

2
Unsubscribe for manager leave approval alert. The next "leave approval alert" is not sent.
Pass

3
Review "Employee Payment History" report
Pass





27 May 202110:24AM Comment 5 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 27-05-2021 02:24 PM Time Taken: 1.00
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
  1. Enable configuration to email leave approval alerts.
  2. Create a leave application or employee E008. The approver is E001.
  3. Validate that the leave alert is sent.
  4. Log in as admin, unsubscribe from "Leave Approval Alerts" under "My Account - Manage" notifications.
  5. Create a leave application for employee E008. Approval email should not be sent to E001.
Pass
2Validate that  "YTD Listing" has been removed from 12.42
Pass
3Test the report and report filters for "Employee Payment History"
Pass

Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 12.42.026GA
  3. Setup: Demo
  4. Server : 10.0.0.14
  5. Database: LINKSOFT-DEMO-124

Next Step

  1. For Closure

    27 May 202110:30AM Comment 6 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 27-05-2021 02:30 PM
    Thanks Rashna

    If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12260 in the subject line of all emails regarding this issue.

    Document size: 17.8 KB
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