Company: Link Technologies
Case No: L12599 Project: 13.20: LinkSOFT version 13.20
Logged By: Aarti Pooja Gayaneshwar (Link Business Solutions) on behalf of Sanjay (Link Technologies) on 03 Oct 2021 03:49PM
Priority: High
Product: Payroll & HR
Group: Enhancement
Time Taken: 56.25 (Weight: 20.00)
Version: 13.20.1215
Assigned To: Development Queue (Link Technologies)
Circulation: Aarti Pooja Gayaneshwar, Development Queue, Sanjay
Resolve By: 08 Dec 2021 [266 days since logged date]
Status: Closed
Subject: Performance Management System Enhancement - Bonus Calculation
Summary:    

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:

Bonus Payment(category) = (((Average Score / Ceiling of Range % of Bonus Salary) * Bonus %) * Salary) * (Normal Hours Worked + Hours Leave Paid/ Total Normal Working Hours in a Year)

 

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

Employee ID

Scenario

Start Date

Service Type

Shift

 Salary 1

 Salary 2

 Salary 3

Bonus Year Average Score

 Hrs Worked + Hrs Leave Paid

Formula

Bonus Amount

E001

Permanent Staff worked 9 months and 3 months maternity leave paid

01/01/2018

E

FTNM

    146,120.00

 

 

88.75

1950

(((88.75/89.99) * 0.08) * 146,120) * (1950/1950)

                  11,528.53

E002

New Recruited Staff worked 3 months

01/10/2021

X

FTNM

       33,800.00

 

 

90

468

 Not Legible for Bonus

 No Bonus

E003

Permanent Staff worked 11 months and 3 months leave without paid

01/01/2018

E

FTNM

       77,000.00

 

 

80.5

1787.5

(((80.5/89.99) * 0.08) * 77,000) * (1787.50/1950)

                    5,051.19

E004

Permanent Staff worked 4 months, 1-month inpatient leave, and 7 months leave without pay

01/01/2018

E

FTNS

       37,180.00

 

 

85

780

(((85/89.99) * 0.08) * 37,180) * (780/1872)

                    1,170.61

E005

Permanent Staff and appraised full year but salary changes within the bonus year

01/01/2018

E

FTNS

       47,990.00

       60,000.00

       64,000.00

84.75

1872

(((84.75/89.99) * 0.08) * 64,000) * (1872/1872)

                    4,821.87

E006

Permanent Staff and appraised full year but salary changes after the bonus year

01/01/2018

E

FTNM

       60,000.00

       70,000.00

 

82.25

1950

(((82.25/89.99) * 0.08) *60,000) * (1950/1950)

                    4,387.15

E007

Permanent Staff and appraised full year (12 months) including paid leave

01/01/2018

E

FTNS

       23,058.00

 

 

80.5

1872

(((80.50/89.99) * 0.08) * 23,058) * (1872/1872)

                    1,650.11

E008

New Recruited Staff worked 6 months 1 week

24/06/2021

X

FTNS

       47,045.00

 

 

78.67

972

(((78.67/79.99) * 0.06) * 47,045) * (972/1872)

                    1,708.36

E009

New Recruited Staff worked 6 months 1 day

30/06/2021

X

FTNS

       30,130.00

 

 

91.51

943.25

(((91.51/100) * 0.10) * 30,130) * (943.25/1872)

                    1,235.05

E010

New Recruited Staff worked 5 months

01/08/2021

X

FTNS

       35,000.00

 

 

87

780

 Not Legible for Bonus

 No Bonus


Audit Notes:Edited by sanjay on 06/01/22 10:54. Edited by sanjay on 16/12/21 10:16. Edited by sanjay on 16/12/21 10:06. Edited by sanjay on 16/12/21 10:06. Edited by aarti on 09/12/21 12:18. Edited by sanjay on 06/12/21 17:11. Edited by aarti on 06/12/21 13:52. Edited by sanjay on 26/11/21 10:29. Edited by sanjay on 29/10/21 10:01. Edited by sanjay on 21/10/21 08:31. Edited by sanjay on 06/10/21 07:33. Edited by aarti on 04/10/21 07:31. Edited by aarti on 03/10/21 15:49. 
03 Oct 202103:49PM Comment 1 by Aarti Pooja Gayaneshwar (Link Business Solutions) ETC was changed from 04/10/2021 to 06/10/2021
04 Oct 202107:42AM Comment 2 by Aarti Pooja Gayaneshwar (Link Business Solutions) This comment has been removed
06 Oct 202107:35AM Comment 3 by Sanjay (Link Technologies) This comment has been removed
20 Oct 202103:28PM Comment 4 by Aarti Pooja Gayaneshwar (Link Business Solutions) This comment has been removed
21 Oct 202108:06AM Comment 5 by Sanjay (Link Technologies) Case L12599 added to project 13.20
21 Oct 202108:09AM Comment 6 by Sanjay (Link Technologies) This comment has been removed
21 Oct 202108:27AM Comment 7 by Sanjay (Link Technologies) This comment has been removed
21 Oct 202108:31AM Comment 8 by Sanjay (Link Technologies) ETC was changed from 15/11/2021 to 15/11/2021
16 Nov 202107:57AM Comment 9 by Sanjay (Link Technologies) This comment has been removed
26 Nov 202110:29AM Comment 10 by Sanjay (Link Technologies) ETC was changed from 30/11/2021 to 30/11/2021
01 Dec 202101:27PM Comment 11 by Sanjay (Link Technologies) This comment has been removed
01 Dec 202103:34PM Comment 12 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Development Queue (Link Technologies) Follow up Date: 01/12/2021 Time Taken: 1.00 Comment Cost: 120.00 Notes: Edited by aarti on 01/12/21 15:38. 

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


06 Dec 202110:27AM Comment 13 by Sanjay (Link Technologies) Assigned To: Aarti Pooja Gayaneshwar (Link Business Solutions) Follow up Date: 06/12/2021 Time Taken: 2.00 Comment Cost: 240.00

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.


06 Dec 202101:30PM Comment 14 by Aarti Pooja Gayaneshwar (Link Business Solutions) This comment has been removed
06 Dec 202101:53PM Comment 15 by Aarti Pooja Gayaneshwar (Link Business Solutions) This comment has been removed
06 Dec 202105:10PM Comment 16 by Sanjay (Link Technologies) Assigned To: Development Queue (Link Technologies) Follow up Date: 08/12/2021 Time Taken: 7.00 Comment Cost: 840.00

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

06 Dec 202105:11PM Comment 17 by Sanjay (Link Technologies) ETC was changed from 30/11/2021 to 08/12/2021
07 Dec 202109:34AM Comment 18 by Sanjay (Link Technologies) Assigned To: Aarti Pooja Gayaneshwar (Link Business Solutions) Follow up Date: 07/12/2021 Time Taken: 2.00 Comment Cost: 240.00

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.

07 Dec 202111:24AM Comment 19 by Aarti Pooja Gayaneshwar (Link Business Solutions) This comment has been removed
07 Dec 202102:30PM Comment 20 by Sanjay (Link Technologies) Assigned To: Aarti Pooja Gayaneshwar (Link Business Solutions) Follow up Date: 07/12/2021 Time Taken: 2.00 Comment Cost: 240.00

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?


09 Dec 202112:19PM Comment 21 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Follow up Date: 09/12/2021 Time Taken: 2.00 Comment Cost: 240.00

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

09 Dec 202104:34PM Comment 22 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Follow up Date: 15/12/2021 Time Taken: 22.00 Comment Cost: 2640.00 Notes: Edited by sanjay on 09/12/21 16:35. 
PART A - Development work for this case has been completed.

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 


10 Dec 202110:43AM Comment 23 by Aarti Pooja Gayaneshwar (Link Business Solutions) This comment has been removed
10 Dec 202104:13PM Comment 24 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Follow up Date: 10/12/2021 Time Taken: 1.00 Comment Cost: 120.00

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.


11 Dec 202104:35PM Comment 25 by Sanjay (Link Technologies) Assigned To: Development Queue (Link Technologies) Follow up Date: 13/12/2021 Time Taken: 4.00 Comment Cost: 480.00
Hi Aarti, I have corrected the WorkingDays Calculation and applied the changes to DEMO-LINKSOFT for UAT.

14 Dec 202109:47AM Comment 26 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Follow up Date: 14/12/2021 Time Taken: 2.00 Comment Cost: 240.00

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


14 Dec 202110:44AM Comment 27 by Sanjay (Link Technologies) Assigned To: Development Queue (Link Technologies) Follow up Date: 14/12/2021 Time Taken: 4.00 Comment Cost: 480.00
The difference was caused by the use of 4DP in Ratio calculations. We have increased this to 6DP.

14 Dec 202102:27PM Comment 28 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Development Queue (Link Technologies) Follow up Date: 14/12/2021 Time Taken: 2.00 Comment Cost: 240.00
Testing performed by Aarti & Sanjay: - all requirements, in this case, have been passed.

If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12599 in the subject line of all emails regarding this issue.

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