Company: Link Technologies
Case No: L12916. Project: 15.30: LinkSOFT Version 15.30
Logged By: Sitla Sharma (Edge Business Solutions) on behalf of Sanjay (Link Technologies) on 06 Jun 2023 01:35PM
Priority: Medium
Product: Payroll & HR
Group: New Feature
Time Taken: 12.00 (Weight: 18.00)
Assigned To: Sanjay (Link Technologies)
Circulation: Navneet Kumar, Sanjay, Sitla Sharma, Vineshwar Prasad
Resolve By: Tuesday, 30 April 2024 11:53 AM [317 days since logged date]
Status: UAT
Subject: Allow Time /Leave Entry and allowances to be entered through a single screen with approval
Summary:    
Section A - Describe what the request/issue is about 
  1. Company ABC has employees that work on multiple sites with multiple shifts in a day.
  2. Employees do not report to the office on a daily basis therefore they do not have access to the system and TNA devices.
  3. Managers do the time and leave entries on behalf of the employees and allocate respective allowances for the day based on employee movement.

Section B - Provide a Test plan - List out at least two scenarios that will be used to verify.
  1. There should be a new menu in the menu group "Pay Processing" called "Attendance / Claims Approvals"
  2. The "Attendance Approvals" screen should have all attendance Entries for Time, Leave, and Allowances.
  3. The approver should be able to create a time, leave, and add multiple lines of allowances from the Attendance Approval screen by the following redirects:
    1. For Time Entry redirect to Time Management> Time View-Day Form
    2. For Allowance entry redirects to Time Management> Time View-Day Form (Claim Entry).
    3. For Leave Entry redirect to Leave Management> Leave Application Form
Note:
  1. Follow the current workflow approval process.
  2. Create a role for Menu - "Attendance Approvals"


Audit Notes:Edited by sanjay on 11/04/24 11:02. Edited by sanjay on 26/03/24 16:56. Edited by sanjay on 22/02/24 11:54. Edited by sanjay on 22/02/24 11:54. Edited by sanjay on 23/01/24 12:09. Edited by sanjay on 12/10/23 10:16. Edited by sitla on 09/06/23 06:37. 
12 Oct 202310:16AM Comment 1 by Sanjay (Link Technologies) ETC was changed from 06/06/2023 to 31/10/2023
23 Jan 202412:09PM Comment 2 by Sanjay (Link Technologies) Case L12916 added to project Review
23 Jan 202412:10PM Comment 3 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 29-02-2024 12:09 PM Notes: ETC extended from: 31/10/2023 to 29/02/2024
Added to development Review.

22 Feb 202411:49AM Comment 4 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 29-02-2024 11:44 AM Time Taken: 1.00 Notes: ETC extended from: 29/02/2024 to 29/02/2024

Hi Sitla, 

Can you confrm your request is to allow users to easily add the following data into a single form:

  1. Menu: "Time Management ~> TimeView Day"
  2. Menu: "Leave Management ~> Leave Applications"

If so, I can create a form that has two tabs that will allos the user to add these records.

Alternatively I can add "File Upload" so this data can be uploaded.


22 Feb 202411:54AM Comment 5 by Sanjay (Link Technologies) Case L12916 added to project 15.30
18 Mar 202409:26AM Comment 6 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 22-03-2024 09:26 AM Time Taken: 1.00 Notes: ETC extended from: 29/02/2024 to 22/03/2024
Further investigation/design options in progress

26 Mar 202404:51PM Comment 7 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 29-03-2024 11:53 AM Time Taken: 2.00 Notes: ETC extended from: 22/03/2024 to 29/03/2024

Hi guys,

I have not received a response to comment 4, therefore we are going ahead with adding an upload file for menu "Time Management ~> Time Entry - Day" (Refer to comment 4).

This will concultde this case aws we have upload functions for Time, Leave and Claims.


26 Mar 202404:54PM Comment 8 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 29-03-2024 04:51 PM Time Taken: 8.00
PART A - Development work for this case has been completed.

1. The change will be available in version: 15.30

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

  1. Added a new File Upload function for menu "Time Management ~> Time View - Day"
  2. The upload file format is shown in Figure 1 below. A sample file is included with the LinkSOFT installation.

3. Affected Areas:

  1. File Upload for LinkSOFT from Menu "Integration ~> File Upload"

4. The issue was caused by:

  1. New Feature

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


PART B -
 File Sample for menu "Time Management ~> Time View - Day"

CompanyID,EmployeeCode,EntryDate,EntryType,CustomerCode,ProjectDescription,ActivityDescription,TerritoryCode,BranchCode,CostCentreCode,StartTime,EndTime,Duration,Rate,Amount,Billable,Details
1001,E001,2024/01/10,Time Entry,0002,Link Solutions,Consulting,1004,1200,12.30,8:00 AM,5:00 PM,24.00,0,0,1,This is time entry line 1
1001,E001,2024/01/11,Expense Entry,0002,Link Solutions,Training,1004,1200,12.30,8:00 AM,5:00 PM,24.00,0,10,1,This is time entry line 2
1001,E002,2024/01/12,Expense Entry,0002,Link Solutions,Self Learn,1004,1200,12.30,8:00 AM,5:00 PM,24.00,0,11,1,This is time entry line 3
1001,E003,2024/01/13,Time Entry,0002,Link Solutions,Self Learn,1004,1200,12.30,8:00 AM,5:00 PM,10.00,1,1,1,This is time entry line 4

11 Apr 202411:02AM Comment 9 by Sanjay (Link Technologies) ETC was changed from 29/03/2024 to 30/04/2024
If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12916 in the subject line of all emails regarding this issue.

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