Company: Link Technologies
Case No: L09024. Project: 10.10: LinkSOFT Version 10.1
Logged By: Rashna (Edge Business Solutions) on 05 Jan 2018 12:20PM
Priority: Medium
Product: Payroll & HR
Group: Enhancement
Time Taken: 6.00 (Weight: 6.00)
Version: 10.155.0117
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, AwaitingApproval, Development, Rashna, Sanjay, Vineet
Resolve By: Saturday, 06 January 2018 12:00 AM [2749 days since logged date]
Status: Closed
Subject: Improvement to configuration under Process ESS002.
Summary:    

Hi Team.

Currently, we have the configuration to auto-create employees in ESS by Employee Name, Employee ID or Employee Email Address.

However, there are clients that who have the below formats. 

  1. FirstName and the first letter of the Surname. Example Amit Kumar becomes AmitK.
  2. FirstName.Surname. Example Priya Chand becomes Priya.Chand

With these clients they are currently manually creating the usernames in ESS, however, the difficulty comes when employees are marked Inactive in Backoffice.

This is because it is Processes ESS002 that adds and deletes employees from ESS.

Suggestion 1

  1. Introduce a configuration for the users to define the format of the usernames.
  2. We need to also handle scenarios where usernames can be duplicate. For example, there can two employees as name Ritesh Kumar.

Test Plan

Test Plan will be done once the final design has been confirmed.


Audit Notes:Edited by sanjay on 05/03/19 09:34. 
10 Jan 201803:08PM Comment 1 by Alvis (Link Technologies) Case 9024 added to project 900
10 Jan 201803:13PM Comment 2 by Vineet (Link Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 10-01-2018 03:13 PM Time Taken: 1.00

Development Meeting 2018 

Approved for following design:

  1. Add a new field in employee profile called ESS Username (WebUserName).Default username to users firstname.lastname 
  2. Validate username within the company for uniqueness 
  3. System will create ESS user based in this username and map company and employee code accordingly.
  4. When the payroll user is inactive or terminated, ESS user is terminated.
  5. When payroll user is active ESS user is activated again.
 

26 Jul 201808:36AM Comment 3 by Rashna (Edge Business Solutions) Case 9024 removed from project 999
29 Aug 201803:34PM Comment 4 by Alvis (Link Technologies) Case 9024 added to project 09.5
29 Aug 201804:00PM Comment 5 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 29-08-2018 04:00 PM Time Taken: 1.00
Development work for this case has been completed.
The change will be available in version: 9.5 beta 3

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

  1. Added Web username (Read Only) in employee profile. 
  2. Added options in Web username format to be as follows:
  1. M = Manual (Administrator needs to create the user in web and assign an employee id)
  2. I = Employee ID
  3. N = Name(1st character of First Name + Last Name)
  4. L = FirstName.LastName
  5. E = Email Name (Values before the @ sign)
If users need to enter a username manually in employee profile, use the option "E = Email Name (Values before the @ sign)"  as the email name would be unique in an organization.

2. The issue was caused by:

  1. N/A

    3. Next Step

    1. UAT

    10 Sep 201804:16PM Comment 6 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 10-09-2018 04:16 PM Time Taken: 1.00
    System test completed. proceed with UAT. 

    18 Sep 201810:54AM Comment 7 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 19-09-2018 12:00 AM Time Taken: 1.00

    Hi Sanjay, 

    Unable to test case. Issue creating an employee in Backoffice. 

    Internal case 9576 logged.

    Hence, this case should be added for a retest in beta 4.

    Thanks.


    19 Sep 201804:30PM Comment 8 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 19-09-2018 04:30 PM
    Issue resolved in case 9576. Retest in beta4.

    26 Sep 201812:36PM Comment 9 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 26-09-2018 12:36 PM Time Taken: 1.00
    Hi Sanjay
    QA Results
    Tests carried out according to requirements specified on the case header

    Test Results Summary

    Table 1 - Summarised list of issues
    NoTest Description Pass/Fail 
    1
    Enable Process ESS002 set ESS_Username_Format to "M". Create an employee in Payroll. This should not create the username in ESS
    Pass
    2
    Enable Process ESS002 set ESS_Username_Format to "I". Create an employee in Payroll with employee code E069. This should username with code E069.
    Pass
    3
    Enable Process ESS002 set ESS_Username_Format to "N". Create an employee in Payroll with the employee name as Peter Lee. This should create a username as"plee"  
    Pass
    4
    Enable Process ESS002 set ESS_Username_Format to "L". Create an employee in Payroll with the employee name as Sam Smith Goundar. This should create a username as"sam.goundar"  
    Pass
    5
    Enable Process ESS002 set ESS_Username_Format to "E". Create an employee in Payroll with the employee name as "Reena" and email address as "rashna@linktechnologies.com.au". This should create a username as"rashna
     Failed. Employee's username is not created in ESS.
    6Web User Name field should be updated on the employee profile. This should not be editable.Pass

    Environment Details

    1. OS version: Windows Server 2012
    2. Application version: 10. BETA 4
    3. Setup: Demo
    4. Server : 10.0.0.10
    5. Database:LINKSOFT-DEMO-10-RASHNA 

    Steps to reproduce failed scenarios: N/A

    Next Step: Case assigned to development for review.


      27 Sep 201809:51AM Comment 10 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 27-09-2018 09:51 AM

      Hi Rashna,

      The username "Rashna" exists before you created the employee. The system will not create a duplicate username if it already exists.

      regards
      Alvis


      27 Sep 201810:57AM Comment 11 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 27-09-2018 10:57 AM
      Hi Sanjay
      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
      1Enable Process ESS002 set ESS_Username_Format to "E". Create an employee in Payroll with the employee name as "James" and email address as "james.ahwai@utos.ws". This should create a username as"james.ahwai "
      Pass

      Environment Details

      1. OS version: Windows  Server 2012
      2. Application version: 10 Beta 4
      3. Setup: Demo
      4. Server : 10.0.0.10
      5. Database: LINKSOFT-DEMO-10-RASHNA

      Steps to reproduce failed scenarios: N/A

      Next Step: for documentation


        27 Sep 201812:55PM Comment 12 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 27-09-2018 12:55 PM Time Taken: 1.00

        Hi Sanjay, 

        Documentation updated on the cae.

        Updated content under Company Administration --> Processes --> ESS Processes

        Thanks
        Rashna


        27 Sep 201803:08PM Comment 13 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 27-09-2018 03:08 PM
        Thanks Rashna 

        09 Oct 201908:14AM Comment 14 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 Support@LinkTechnologies.com.au and include the Case No: L09024 in the subject line of all emails regarding this issue.

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