Company: Link Technologies
Case No: L12552 Project: 13.20: LinkSOFT version 13.20
Logged By: Aarti Pooja Gayaneshwar (Link Business Solutions) on behalf of Sanjay (Link Technologies) on 02 Sep 2021 12:46PM
Priority: High
Product: Payroll & HR
Group: Enhancement
Time Taken: 37.50 (Weight: 24.00)
Version: 13.20.1215
Assigned To: Development (Link Technologies)
Circulation: Aarti Pooja Gayaneshwar, Development, Sanjay
Resolve By: 15 Dec 2021 [140 days since logged date]
Status: Closed
Subject: Performance Management System Enhancement - Bulk uploading of KPI and Appraisal Setup
Summary:    

Objectives:

The objectives of the bulk uploading of KPI and appraisal setup is to:

  • Be able to understand how to upload KPIs in bulk.
  • Understand how KPIs are linked to KPI type and groups
  • Be able to upload KPI details in bulk (excel or CSV format)
  • Be able to successfully set up multiple appraisal template

Description:

Seeking to have an option where they can have a bulk uploading option. The current option available in the system is not being utilized because it is not user-friendly and consumed a lot of time if you have more than a hundred appraisals to set up.  The proposed solution is to design the application to automatically create code when the description is uploaded. This should apply to Groups, KPI Type, and KPIs.


Purpose: The main purpose of this upload is to save time. Currently, it takes 1 month to ensure all KPI’s are in place for the appraisal period. 

Audit Notes:Edited by sanjay on 16/12/21 10:16. Edited by sanjay on 16/12/21 09:58. Edited by sanjay on 16/12/21 09:58. Edited by sanjay on 08/12/21 16:14. Edited by sanjay on 26/11/21 10:29. Edited by sanjay on 29/10/21 10:00. Edited by sanjay on 21/10/21 08:30. Edited by aarti on 06/10/21 10:36. 
02 Sep 202101:43PM Comment 1 by Sanjay (Link Technologies) Assigned To: Aarti Pooja Gayaneshwar (Link Business Solutions) Follow up Date: 02/09/2021 Time Taken: 1.00

Development Meeting - Sanjeet, Alvis, Aarti, Sanjay

Note:

  1. Agreed to use "Integration ~> File Import"
  2. 5 upload templates will be created
  3. Standard Validations will apply

Effort: 8 hrs


08 Sep 202112:37PM Comment 2 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Aarti Pooja Gayaneshwar (Link Business Solutions) Follow up Date: 08/09/2021 Time Taken: 0.25 Notes: Edited by sanjay on 16/12/21 09:59. Edited by aarti on 08/09/21 13:21. 

In terms of standard validations of the 5 templates below– Does the system do the check of the description inserted in the template. if it exists then get code ELSE create record. This is to eliminate creating duplicate records in the database.

 

For Example in Template #3:

I want to upload a KPI description “Total Income collected from Fees” the system will check the database table with the exact description if it exists the utilize the code ELSE create record.


No.

 Area

Screen Name

Linking

Notes

1

Upload Groups (Core business outcomes)

KPI Group

 

Code - Automatic

2

Upload KPI Types (Key Focus Areas)

Dropdown - AppraisalKPIType

 

Code - Automatic

3

Upload KPIs (Performance Measures)

Key Maintenance

Linked to KPI Type

Code - Automatic

4

Upload Appraisal Types

Appraisal Templates - Template Name

 

Code - Automatic

5

Appraisal Template Bulk Setup Form

Template Detail - KPI Group, Key Maintenance, Weight, Base Value, Script

Linked to KPI Group, KPI Maintenance

user will paste the content; the system will automatically pick the code (if the content matches what has already been uploaded)

 

 

Also attached template that I currently used to create bulk appraisal which does the check before uploading in the backend.

  1. NW – Original (Original document I received from Managers)
  2. NW – Formatted (Format template received according to the template will be uploaded)
  3. NW – Upload Template (Final template ready for upload

Attached is the templated Henry currently is using. 


14 Sep 202109:40AM Comment 3 by Sanjay (Link Technologies) This comment has been removed
06 Oct 202110:36AM Comment 4 by Aarti Pooja Gayaneshwar (Link Business Solutions) ETC was changed from 03/09/2021 to 08/10/2021
20 Oct 202103:27PM Comment 5 by Aarti Pooja Gayaneshwar (Link Business Solutions) This comment has been removed
21 Oct 202108:06AM Comment 6 by Sanjay (Link Technologies) Case L12552 added to project 13.20
21 Oct 202108:12AM Comment 7 by Sanjay (Link Technologies) This comment has been removed
21 Oct 202108:30AM Comment 8 by Sanjay (Link Technologies) ETC was changed from 15/11/2021 to 15/11/2021
16 Nov 202107:56AM 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
26 Nov 202104:38PM Comment 11 by Sanjay (Link Technologies) Assigned To: Development (Link Technologies) Follow up Date: 26/11/2021
Hi Aarti, can you put the menus where the upload will be verified?

29 Nov 202107:59AM Comment 12 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Development (Link Technologies) Follow up Date: 29/11/2021 Time Taken: 1.00

Hi Sanjay

Refer to the below details:

No.

 Area

Screen Name

Linking

Notes

1

Upload Groups (Core business outcomes)

Performance Management à KPI Groups

 

Code - Automatic

2

Upload KPI Types (Key Focus Areas)

Company Administration à Dropdowns à  AppraisalKPIType

 

Code - Automatic

3

Upload KPIs (Performance Measures)

Performance Management à Key Performance Indicators

Linked to KPI Type

Code - Automatic

4

Upload Appraisal Types

Performance Management à Appraisal Templates à Template header (Template Name)

 

Code - Automatic

5

Appraisal Template Bulk Setup Form

Performance Management à Appraisal Templates à (Template Detail) KPI Group à  Key Performance Indicator: KPI, Weight, Score Type, Base Value & Script

Linked to KPI Group, KPI Maintenance

user will paste the content; the system will automatically pick the code (if the content matches what has already been uploaded)

 

Regards
Aarti


29 Nov 202105:00PM Comment 13 by Sanjay (Link Technologies) Assigned To: Development (Link Technologies) Follow up Date: 29/11/2021 Time Taken: 12.00

The following File uploads have been completed:

  1. Performance Management - KPI Groups
    1. Added next number for code. When left blank, the code is auto allocated
  2. Company Administration - Dropdowns
    1. Added next number for code. When left blank, the code is auto allocated
  3. Performance Management - KPI
    1. Added next number for code. When left blank, the code is auto allocated
  4. Performance Management - Template Header

Next Step: Complete Upload for 

  1. Template - KPI Group
  2. Template - KPI

30 Nov 202101:54PM Comment 14 by Sanjay (Link Technologies) Assigned To: Development (Link Technologies) Follow up Date: 30/11/2021 Time Taken: 6.00
PART A - Development work for this case has been completed.

1. The change will be available in version: 13.20.1130

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

  1. Added File upload for KPI Group and KPI as defined in the requirements
  2. Added dropdowns for each of the 5 new Performance Management File Imports
  3. Added NEXT NUMBER in global settings for KPI Group, Measure and Templates in Company Configuration

3. Affected Areas:

  1. Performance Management, File Upload

4. The issue was caused by:

  1. Improvement

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


10 Dec 202109:27AM Comment 15 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Development (Link Technologies) Follow up Date: 10/12/2021 Time Taken: 1.00 Notes: Edited by aarti on 10/12/21 11:43. Edited by aarti on 10/12/21 11:43. 

Hi Sanjay,

I could not find the below:

  1. Added NEXT NUMBER in global settings for KPI Group, Measure, and Templates in Company Configuration
  2. Template for no2: “Upload KPI Types (Key Focus Areas)”. Company Administration --> Dropdowns --> AppraisalKPIType


Number 3: Upload KPIs (Performance Measures) - Performance Management 
à Key Performance Indicators: was Key Performance Indicators which was KPI Maintenance menu



10 Dec 202103:56PM Comment 16 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Follow up Date: 10/12/2021 Time Taken: 1.00
Assigned for Development for: Number 3: Upload KPIs (Performance Measures) - Performance Management à Key Performance Indicators: was Key Performance Indicators which was KPI Maintenance menu

11 Dec 202103:33PM Comment 17 by Sanjay (Link Technologies) Assigned To: Development (Link Technologies) Follow up Date: 15/12/2021 Time Taken: 6.00 Notes: ETC extended from: 30/11/2021 to 15/12/2021
PART A - Development work for this case has been completed.

1. The change will be available in version: 13.20.1211

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

  1. Added File upload for KPI Maintenance
  2. Added dropdowns for KPI Maintenance
  3. Added NEXT NUMBER in global settings for KPI Maintenance

3. Affected Areas:

  1. Performance Management, File Upload

4. The issue was caused by:

  1. Improvement

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


13 Dec 202111:11AM Comment 18 by Sanjay (Link Technologies) Assigned To: Development (Link Technologies) Follow up Date: 13/12/2021 Time Taken: 1.00

Hi Aarti, clarification on Comment 17 item 2.2.

The dropdown added relates to the Upload type. When A file is uploaded, before you validate, you choose the "Upload Type". Usually, I am able to automatically determine the "upload type" based on the first line of the import file, however, you can change this before validating.


14 Dec 202107:20AM Comment 19 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Development (Link Technologies) Follow up Date: 14/12/2021 Time Taken: 1.00

Hi Sanjay

I noticed that for file "CompanyAdministrationDropdown" it was validated successfully after I selected the "Upload type". When the "Upload type" was left blank, the validation was failing.

Is "Upload type" a mandatory field to select?

Regards
Aarti


14 Dec 202109:58AM Comment 20 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Follow up Date: 14/12/2021 Time Taken: 1.00

Hi Sanjay

There are 2 issues:

  1. The "upload type" didn't populate for ""CompanyAdministrationDropdown"
  2. There was no error message logged that the "upload type" is missing

14 Dec 202111:21AM Comment 21 by Sanjay (Link Technologies) Assigned To: Development (Link Technologies) Follow up Date: 14/12/2021 Time Taken: 4.00

The issue was caused by the Dropdown definition having a different description to the Upload File Header line.

The issue has been corrected and will be available in the next update.


14 Dec 202102:29PM Comment 22 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Development (Link Technologies) Follow up Date: 14/12/2021 Time Taken: 2.00
Testing performed by Aarti & Sanjay: - all requirements, in this case, have been passed.

16 Dec 202110:16AM Comment 23 by Sanjay (Link Technologies) ETC was changed from 15/12/2021 to 15/12/2021
Attachments:
General Documents - Case: L12552:1. NW - Original.xlsx
2. NW - Fomatted.xlsx
3. NW - Upload Template.xlsx
If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12552 in the subject line of all emails regarding this issue.

Document size: 35.6 KB
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