Company: Link Technologies
Case No: L10377. Project: 11.40: LinkSOFT Version 11.4
Logged By: Alvis (Link Technologies) on 13 May 2019 08:56AM
Priority: High
Product: Payroll & HR
Group: Enhancement
Time Taken: 37.50 (Weight: 37.50)
Version: 11.3.0902
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Development, Rashna, Sanjay
Resolve By: Monday, 13 May 2019 12:00 AM [1802 days since logged date]
Status: Closed
Subject: Migration of "Performance Appraisal" menus from Backoffice to Web
Summary:    Migration of "Performance Appraisal" menus from Backoffice to Web 
Audit Notes:Edited by sanjay on 11/09/19 15:26. 
13 May 201908:56AM Comment 1 by Alvis (Link Technologies) Case 10377 added to project 11.0
13 May 201909:10AM Comment 2 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 13-05-2019 09:10 AM Time Taken: 17.50

Development work for this case has been completed.

The change will be available in version: 11.0.0510

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

  1. Created the following menus in the LinkWeb:

    MenuCode

    MenuDescription

    NavigateURL

    Status

    HR471

    Performance Appraisal

     

    Completed

    HR47111

    Key Performance Indicator

    ~/Forms-ESS/PerformanceAppraisal/KeyPerformanceIndicator.aspx

    Completed

    HR47112

    Key Performance Measure

    ~/Forms-ESS/PerformanceAppraisal/KeyPerformanceMeasure.aspx

    Completed

    HR47113

    KPI Groups

    ~/Forms-ESS/PerformanceAppraisal/KPIGroups.aspx

    Completed

    HR47114

    Appraisal Template

    ~/Forms-ESS/PerformanceAppraisal/AppraisalTemplate.aspx

    Completed

    HR47115

    Score Range

    ~/Forms-ESS/PerformanceAppraisal/ScoreRange.aspx

    Completed

    HR47116

    Outcomes

    ~/Forms-ESS/PerformanceAppraisal/Outcomes.aspx

    Completed

    HR47122

    Appraisal

    ~/Forms-ESS/PerformanceAppraisal/Appraisal.aspx

    Completed

    HR47123

    Performance Plan

    ~/Forms-ESS/PerformanceAppraisal/PerformancePlan.aspx

    Completed

     

  2. Backoffice menus: "KPI Business Objectives", "KPI Performance Standards" has been merged into "Key Performance Indicators". Added "KPI Type" dropdown to classify the KPI.

2. The issue was caused by:

  1. Improvement

3. Next Step:

  1. UAT

4. Notes:


14 May 201908:48AM Comment 3 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 14-05-2019 08:48 AM Time Taken: 1.50 Notes: Edited by rashna on 14/05/19 10:34. Edited by rashna on 14/05/19 10:18. 
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
1Users with access should be able to view induction menus "Key Performance Indicator", "Key Performance Measure", "KPI Group", "Appraisal Template", "Score Range", "Outcomes", "Appraisal" and "Performance Plan".
Pass
2Users with "Add","Edit" and "Delete" access should be able to add records on the  " "Key Performance Indicator", "Key Performance Measure", "KPI Group", "Appraisal Template", "Score Range", "Outcomes", "Appraisal" and "Performance Plan" forms.
Pass
3

Key Performance Indicator

  1. Add a new business objective BO001, this should be saved successfully
  2. Add a new performance objective PO001, this should be saved successfully
  3. Add a new performance measure  BO001, this should be saved successfully
  4. Add notes for BO001, expand into the details and notes should be updated.
  5. Users should be able to "Void" and "Activate" a record.
  6. Users should be able to search for an indicator by "Code" or "Description".
  7. Verify details are correct in the "Key Performance Indicator" report.

Fails.

  1. Performance Measure does not have the "Score Type". "Score Type" is required to save a record. Please advise the functionality and steps to create a measure.
  2. Logged case 10382  for the Key Performance Indicator" report. 
4

Key Performance Measure

  1. Add a new measure  PM001, this should be saved successfully?
  2. Add notes for PM001, expand into the details and notes should be updated.
  3. Users should be able to "Void" and "Activate" a record.
  4. Users should be able to search for a measure by "Code" or "Description"
Pass
5

KPI Group

  1. Add a new group as "GRADAPP", this should be saved successfully?
  2. Add notes for GRADAPP, expand into the details and notes should be updated.
  3. Users should be able to "Void" and "Activate" a record.
  4. Users should be able to search for a group by "Code" or "Description"
Pass
6


Appraisal Template

  1. Add a new template as "GRADAPP", this should be saved successfully?
Fails,  Add a new appraisal template it is not saved on the screen. 
7

Score Range

  1. Add a new group as "7 - Poor", this should be saved successfully?
  2. Add notes for "7", expand into the details and notes should be updated.
  3. Users should be able to "Void" and "Activate" a record.
  4. Users should be able to search for a score by "Code" or "Description"

Pass
8


Outcome

  1. Add a new group as "8 - Training", this should be saved successfully?
  2. Add notes for "8", expand into the details and notes should be updated.
  3. Users should be able to "Void" and "Activate" a record.
  4. Users should be able to search for a score by "Code" or "Description"


Make the menu description and page label consistent. The menu reads "Outcome" and page label is "Appraisal Outcome".
9

Appraisal

  1. Generate appraisal for date 14/05/2019 and template "MGMT".
  2. The performance indicators should be correctly updated for the appraisal.
  3. Enter the "Employee", "Manager" and "HR" scores this should be saved without errors.

Fails

  1. Create an appraisal with date 13/05/2019, template = Management and territory 1004. This only creates the appraisal for employee E008, however, employees E030, E013, E017, E021 and E019 are also in the territory 1004.
  2. Click on the "Create Appraisal" button after creating an appraisal it does not reset the filters, previous options are loaded.
  3. The overall score is not updated in the appraisal header.
  4. Void "Outcomes" are loaded for the "Potential field" under " Performance Appraisal - Appraisal - Potential"
  5. Inactive employees are loaded for selection in the "Appraised By" field.
  6. Create a new "Job Description" as JD001. Do not use this anywhere in the system. Create an appraisal for JD001 nothing happens. Can we add validation for the JD dropdown?
10

Performance Plan

  1. Create a new performance plan for employee E029. This should be created without errors.
  2. Add "Measure" for the plan
  3. Add "Development Plan" for the plan
  4. Add "Action Plan" for the plan.
  5. Users should be able to delete the "Measure", "Development Plan" and "Action Plan".
  6. Users should be able to "Void" and "Activate"  a record.
  7. Verify details are correct in the "Performance Plan Report" 

Fails,

  1.  Void KPI Indicators are loaded under Performance Appraisal -> Performance Plan -> Measure -> KPI Code.
  2. Void KPI Measures are loaded under Performance Appraisal -> Performance Plan -> Measure -> Measure Code.
  3. Void "Course Code" are loaded under Performance Appraisal -> Performance Plan -> Development Plan-> Course Code.
  4. 10:15 AM
    Unable to delete a measure under "Performance Appraisal -> Performance Plan -> Measure". Error - "Could not find stored procedure 'LT_ESS_PerformancePlanMeaure_Delete".
  5. Logged case 10380 - Issues in the "Performance Plan" report 

Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 11.0.0506
  3. Setup: Demo
  4. Server : 10.0.0.14
  5. Database: LINKSOFT-DEMO-11-RASHNA

Next Step: For review and correction


    14 May 201910:36AM Comment 4 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 15-05-2019 12:00 AM Time Taken: 6.50

    Hi Sanjay, 

    This case has been tested as per comment 3. Case assigned for correction.

    Thanks
    Rashna


    20 May 201909:39AM Comment 5 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 20-05-2019 09:39 AM Time Taken: 2.50

    Appraisal.aspx

    1. Click on the "Create Appraisal" button after creating an appraisal it does not reset the filters, previous options are loaded.
    2. Void "Outcomes" are loaded for the "Potential field" under " Performance Appraisal - Appraisal - Potential"
    3. Inactive employees are loaded for selection in the "Appraised By" field.

    PerformancePlan.aspx

    1. Void "Course Code" are loaded under Performance Appraisal -> Performance Plan -> Development Plan-> Course Code.

    03 Jun 201909:53AM Comment 6 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 03-06-2019 09:53 AM Time Taken: 5.50

    Development work for this case has been completed.

    The change will be available in version: 11.0.20190603

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

    1. Added Active Filter on Course Code, Appraised By and Outcomes
    2. Create appraisal templates can only be cleared if they have a blank record in the lookup.  Can we discuss this when system testing

    2. The issue was caused by:

    1. Missing Filters in Edit Form

    3. Next Step:

    1. Resolve issue on other test items
    2. UAT

    17 Jun 201909:09AM Comment 7 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 17-06-2019 09:09 AM Time Taken: 1.50
    Assigned for UAT

    28 Jun 201902:24PM Comment 8 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 28-06-2019 02:24 PM Time Taken: 2.50
    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
    1

    Performance Measure does not have the "Score Type". "Score Type" is required to save a record. Please advise the functionality and steps to create a measure.

    Discussion with alvis -we need to enter the "score type" for both objectives and measure.
    2
    1. Add a new template as "GRADAPP", this should be saved successfully

    Pass
    3
    Validate that void records do not appear in the drop downs
    1. Void KPI Indicators are loaded under Performance Appraisal -> Performance Plan -> Measure -> KPI Code.
    2. Void KPI Measures are loaded under Performance Appraisal -> Performance Plan -> Measure -> Measure Code.
    3. Void "Course Code" are loaded under Performance Appraisal -> Performance Plan -> Development Plan-> Course Code.
    Pass
    4Test Appraisal creation Added to the "Working"sheet for correction 
    5Users should be able to delete measures from Performance Appraisal -> Performance Plan -> Measure". Pass

    Environment Details

    1. OS version: Windows Server 2012
    2. Application version: 11.0.0506
    3. Setup: Demo
    4. Server : 10.0.0.14
    5. Database: LINKSOFT-DEMO-11-RASHNA

    Next Step: Closure


      09 Oct 201908:17AM Comment 9 by Sanjay (Link Technologies) Quality control status: Pass. QC Not required - Cleared queue due to large number of calls
      If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L10377 in the subject line of all emails regarding this issue.

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