Company: Link Technologies
Case No: L12568 Project: 13.10: LinkSOFT version 13.10 - Improvements and stabilisation.
Logged By: Rashna (Edge Business Solutions) on behalf of Sanjay (Link Technologies) on 09 Sep 2021 12:56PM
Priority: Medium
Product: Payroll & HR
Group: New Feature
Time Taken: 30.50 (Weight: 32.00)
Version: 13.10.1011
Assigned To: Sanjay (Link Technologies)
Circulation: Development, Rashna, Sanjay, Sitla Sharma
Resolve By: 30 Sep 2021 [41 days since logged date]
Status: Closed
Subject: Add ability for employees to manage their own "Direct Credit" in Payroll
Summary:    
Section A - Describe what the request/issue is about 
  1. CCEP has an internal policy where employees should have the capability to manage their "Direct Credit" details. - This is available in version 13.02
  2. Only the employee or HR can amend the details - This is available in version 13.02
  3. The following validations are required
    1. An employee can have only 2 bank accounts set under "Direct Credit".
    2. When there is active pay and staff is in the open pay.
      1. The staff should be able to make changes – the message below to show on the screen.
      2. Changes for the current pay processing has expired, these changes will be effective from the next available pay processing
  4. An email alert should be sent to the employee when changes are made on the "Direct Credit" setup. The email should be sent in real-time. CCEP has requested a document template for this. Refer to "Illustration 1". 
  5. An email alert should be sent to the "HR and Payroll" email addresses when changes are made to the "Direct Credit" setup. This can be a consolidated send-out after the "cut-off" time allowed for employees to make changes. CCEP has requested a document template for this. Refer to "Illustration 2".
  6. Restrict access of reporting manager to view/amend the "Direct Credit" setup of employees.
    1. The reporting managers should only see their own “Direct Credit” setup details.

Illustration 1: Email Sample to Employees

Subject: Alert | Change in Your ESS Bank Account Information

Dear [Employee Name]

Your Bank Account Information has just been changed in LinkSoft’s Employee Self-Service (“ESS”) portal.

 You’re getting this email to verify that this change was initiated by you. If this change was not authorized by you, please contact the Human Resources Officer on [email address] immediately or click here to log into the ESS portal to change it yourself.

 Below are the changes in your Bank Account Information:

Field

Previous

Updated Information

Paycode

[Prev_Paycode]

[[New_Paycode]

Bank Branch

[Prev_Bank_Branch]

[New_Bank_Branch]

Account Number

[Prev_Acc_No]

 

[New_Acc_No]

Account Name

[Prev_Acc_Name]

[New_Acc_Name]

Amount

[Prev_Amount]

[New_Amount]

 

Illustration 2: Email Sample to HR and Payroll

Bula!

 

The Bank Account Information for the following employees has just been changed in LinkSoft’s Employee Self-Service (“ESS”) portal.

 

Below are the changes Bank Account Information:

Employee

Action

Paycode

Bank Branch

Account Number

Account Name

Amount

188820

Updated From

[Prev_Paycode]

[Prev_Bank_Branch]

[Prev_Acc_No]

[Prev_Acc_Name]

[Prev_Amount]

Updated To

[[New_Paycode]

[New_Bank_Branch]

[New_Acc_No]

[New_Acc_Name]

[New_Amount]

188823

Inserted

[[New_Paycode]

[New_Bank_Branch]

[New_Acc_No]

[New_Acc_Name]

[New_Amount]

 

Vinaka

HR

Section B - Cost Information:

1. Request Information
 ID
Description (*Required Fields)Value
 1Customer Name*Coca Cola
 2Estimated Cost (hrs/$)
 3Cost Covered By *
 4Workarounds?None
 5 Date Required by *

2. Costing

 IDTask DescriptionEstimated Hours
 2Development  8 hrs

Section C - Provide a Test plan - List out at least two scenarios that will be used to verify

Audit Notes:Edited by sanjay on 22/09/21 11:48. Edited by sanjay on 21/09/21 09:31. Edited by sanjay on 21/09/21 09:22. Edited by sanjay on 21/09/21 09:15. Edited by sanjay on 20/09/21 07:44. Edited by rashna on 16/09/21 12:52. Edited by rashna on 15/09/21 08:23. Edited by rashna on 15/09/21 08:20. Edited by sanjay on 10/09/21 11:19. Edited by rashna on 09/09/21 12:56. 
10 Sep 202111:19AM Comment 1 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Follow up Date: 14/09/2021 Time Taken: 0.50 Notes: Edited by sanjay on 10/09/21 11:22. 
Cost updated. Cost based on using LinkSOFT Standard Document Template. Users can amend this as required.

15 Sep 202108:26AM Comment 2 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Follow up Date: 16/09/2021 Time Taken: 1.00

Hi Sanjay, 

The case header has been updated with revised requirements by the client. Can you please review and advise if there are any changes to the development cost.

Thanks
Rashna 


15 Sep 202109:55AM Comment 3 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Follow up Date: 16/09/2021 Time Taken: 1.00

Hi Rashna, Development Effort - 8 hrs.

When making changes to the case header, please place the change in the comment so we know what the change is. thx.


16 Sep 202106:41AM Comment 4 by Sitla Sharma (Edge Business Solutions) Assigned To: Sitla Sharma (Edge Business Solutions) Follow up Date: 21/09/2021 Notes: ETC extended from: 10/09/2021 to 21/09/2021
Hi Team, I have provided the cost to client, awaiting their feeedback.

17 Sep 202103:06PM Comment 5 by Sitla Sharma (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Follow up Date: 20/09/2021 Notes: ETC extended from: 21/09/2021 to 20/09/2021
Hi Sanjay, Client has given go ahead, please proceed with develoment work.

20 Sep 202107:44AM Comment 6 by Sanjay (Link Technologies) Case L12568 added to project 13.04
20 Sep 202104:54PM Comment 7 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Follow up Date: 21/09/2021 Time Taken: 7.00

Completed the following changes:

  1. Added a new PlugIN (PAY002) - Employee Pay Setup - Direct credit
  2. Added "Number of active bank accounts" an employee can have
  3. Added "Remainder" flag to endure remaining amounts in a pay can be deposited into a nominated bank
  4. Added message above DIRECT CREDIT setup showing warning message if the employee is in a current pay
  5. Added Security menu to handle access to "Employee Pay Setup" to prevent managers from accessing records?

Next steps:

  1. Create an email alert for changes to Direct Credit
  2. Create an alert for Managers to handle cut off times

21 Sep 202109:15AM Comment 8 by Sanjay (Link Technologies) ETC was changed from 20/09/2021 to 20/09/2021
21 Sep 202109:31AM Comment 9 by Sanjay (Link Technologies) ETC was changed from 20/09/2021 to 30/09/2021
21 Sep 202109:44AM Comment 10 by Sanjay (Link Technologies) Assigned To: Development (Link Technologies) Follow up Date: 22/09/2021 Time Taken: 12.00
PART A - Development work for this case has been completed.

1. The change will be available in version:13.04.0921

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

  1. Added alert for employee
  2. Added alert for HR

3. Affected Areas:

  1. The plugin enables this functionality. Plugin Code: PAY002

4. The issue was caused by:

  1. Change request

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


22 Sep 202109:45AM Comment 11 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Follow up Date: 23/09/2021
assigned for UAT

27 Sep 202103:06PM Comment 12 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Follow up Date: 28/09/2021 Time Taken: 2.00
The following tests were performed:

Table 1 - Test Results
#Test Case DetailsPass/FailComments
 1 
  1. Added a new PlugIN (PAY002) - Employee Pay Setup - Direct credit
 Pass 
 2 
  1. Added "Number of active bank accounts" an employee can have
    1. Set the value to 2
    2. Add the 3rd account to the employee E077. Changes should not be changed 
 Pass 
 3 
  1. Added "Remainder" flag to endure remaining amounts in a pay can be deposited into a nominated bank
Pass  
 4 
  1. Added message above DIRECT CREDIT setup showing warning message if the employee is in a current pay
 Pass 
5
  1. Added Security menu to handle access to "Employee Pay Setup" to prevent managers from accessing records?


Rewrite the description of access HR328-8 to include.

Logged-in users must be in the employee's approval workflow.


6
  1. An email alert should be sent to the employee when changes are made on the "Direct Credit" setup. The email should be sent in real-time.

Pass
7
  1. An email alert should be sent to the "HR and Payroll" email addresses when changes are made to the "Direct Credit" setup.
Fails

Alert is not sent if an employee who has bank details is added to the pay.

Modify design to send an alert at pay verification.

Environment Details

  1. OS version:
  2. Application version: 13.04.0924RC1
  3. Setup on:
    1. Server:LinkQA4
    2. Database: UAT-LINKSOFT
    3. LinkSOFT URL: HTTP://10.0.0.13/LINKSOFT
  4. Login Details: Standard username and password for user "admin"

Next Step: Review


27 Sep 202104:25PM Comment 13 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Follow up Date: 28/09/2021 Time Taken: 6.00
PART A - Development work for this case has been completed.

1. The change will be available in version: 13.04.0927

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

  1. Comment 12, item 5 - Changed description to include "Workflow" implementation
  2. Changed Alert to HR to be triggered when pay is Verified.

3. Affected Areas:

  1. Pay Processing and Plugin PAY002

4. The issue was caused by:

  1. Changes requested and issues found during user testing

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


29 Sep 202108:46AM Comment 14 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Follow up Date: 30/09/2021 Time Taken: 1.00 Notes: ETC extended from: 30/09/2021 to 30/09/2021
The following tests were performed:

Table 1 - Test Results
#Test Case DetailsPass/FailComments
 1
  1. Comment 12, item 5 - Changed description to include "Workflow" implementation
 Pass 
 2 
  1. Changed Alert to HR to be triggered when pay is Verified.
 Pass 

Environment Details

  1. OS version:
  2. Application version: 13.03.0924RC5
  3. Setup on:
    1. Server:LinkQA4
    2. Database: UAT-LINKSOFT
    3. LinkSOFT URL: HTTP://10.0.0.13/LINKSOFT
  4. Login Details: Standard username and password for user "admin"

Next Step: Closure


30 Sep 202110:44AM Comment 15 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Follow up Date: 01/10/2021
Thanks Rashna

If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12568 in the subject line of all emails regarding this issue.

Document size: 47.3 KB
For call complaints, please contact the Managing Director of the company using this form