Payroll/HCM Integration Regression Tests

HCM TimeCard/Time Off Request

The objective of this test scenario to verify the following1)

Manual Punch by Jobs (Reg - 8, OT - 8 TO 12 HRS, Other time > 12 hrs daily basis) Time card type - By Job

Smoke test 4588 via HCM ( Timecard 1)Precondition settings:EE >>General >>Allow Timesheet Entry: checked -> Paystub, Punch, Missed Punch and Time off.CID: 315EE Name:Philis Adamsen - 21708 - Jr Account manager (An EE with time card punch role) ( Job- Regular) - Regular hours, OT and other time - amy waterhouseManager - Dita AdalEE Name:Chew Tori -34127 -anum ahmed( Regular hours with with timeoff) Manager - Dita AdalEE name: Sara 41110- RT + OT + other time ( not certified timecard) - zetomer bianacatest as company admin - manage payroll or payroll specialistEE name : jerlana : 21841- corbo grace1) EE Email ID: 502212074115@example.com( Hourly Employee), EE ID: 41110, EE Name : Aarika, Sara ( RT)EE Email ID: 778502153988@example.com, EE ID:21696, EE Name: Abram Star ( RT + OT)EE Email id :130664557561@example.com, EEID:49981, EE Name: Stormy, Larisa ( RT +OT+other)2) Manager Email ID:503803439906@example.com, EE ID: 22107, EE Name: Leanor Garlan3) Payroll Admin :637199053769@example.com, EE ID: 22035, EE name: Ashti,Edyth4) Benefits - Manager - Dita AdalEE Name:Chew Tori -34127 -anum ahmed( Regular hours with with timeoff) Manager - Dita AdalControlller - Edyth Ashti( Manage Payroll)Time schedule - CA TimeTracker8 per hour - Regular>8 and < 12- OverTime> 12 - Other Time

1) Hourly employee(s) can manually enter hours - clock in and clock out ( regular, overtime and other time hours) and approve their active time card before getting his Manager's approval 2) Manager reviews the employee certified timecard in the view activity and approves the timecard in the approve log screen. 3) These approved hours are then pulled into upcoming standard payroll by the Controller/ Payroll Admin (Full Payroll access) who is assigned to run the payroll. Controller clicks approved hours in the Step 1 of Run Payroll to ensure accurate hours for the employees are displayed in order the process and approve entire payroll to payroll step 2 and step 3. Pre-requisite- TC configuration,Work schedule and Employee role ( This must be regressed everytime)

Navigate to the Time Card

Add Employees' Time Card Entry with Different Jobs

Certified Hours After Submitting Hours by Employee

Navigate to the Request Time Off

Request Time Off - Search With Multiple Options

Request Time Off with Single Day Option

View Activity

Navigate to View Activity

Search with Multiple Options

Add Punch for an employee

Edit Punch for an employee

Add Time off for an employee

Edit Time off for an employee

Delete an existing punch

Approve log

Navigate to time sheet approve time log

Search with Multiple Options

Approve All Punches for Different Job

Approve All Overtime for Different Jobs

Return to Main to Approve Time Log for Time card

Approve All Time off

Verify all Punches and time off approved in Approve Time Log

Manage Payroll

Run Payroll

Step 1 to 3

View Paystub

Approve ( optional) and View the same paystub

Auto Punching - Basic Timesheet ( Paystub ,Punch and Timeoff)

Client id : 297 Candascent (Basic timesheet) -Autopunching with different rolesView as mimic roles /candescenthealth.Paygroup- Candascent -Bi-WeeklyHourly schedule/Timeschedule - More than 40 hours is Overtime but not applicable is Other TimeTimeschedule has also checked Graveyard Shiftcandescenthealththis is permalinkEE :54784- Auburta,Shan-Paystub&Punch&Timeoff - 338055879525@example.comEE: 87466 , Calvina Joya, 871873133504@example.comManager- 17325 -Sorel,Jesselyn 349708674325@example.comController - 17333 -Amalita Nikolaos 88415768494@example.com

1) Employees autopunches hours upon clicking clock in and clock out on daily basis. The time is registered automatically by the system clock. Hence the timecard is not certified by employee. 2) Manager will review the timecard close to paycycle's due date in the view activity screen/approve log. The Manager is able to make updates ( most of the employee don't have access to update tiime cards for any changes) before approving time card in the Approve log screen. 3) Payroll Admin or Payroll Specialist runs payroll and verifies that the approved hours show up correctly in Pay-stubs and other Reports in Step 3 of Run Payroll before actual Approval. Dependency = TC Configuration, Work schedule and Employee role set up (This must be regressed often especially when there are time card related tickets)

Navigate to the Time Card

Start your day

View Activity

Navigate to View Activity

Search with Multiple Options

Add Punch for an employee

Edit Punch for an employee

Add Time off for an employee

Edit Time off for an employee

Delete an existing punch

Approve Time log

Navigate to time sheet approve time log

Search with Multiple Options

Approve All Punches and Overtime

Approve All Time Off

Manage Payroll

Run Payroll

Step 1 to 3

View Paystub

Approve ( optional) and View the same paystub

Auto Punching -By Job Timesheet( Paystub, Missed Punch and Punch. Paystub, Punch and Time off)

Clientid :642 - Market Force ( permalinks - mfi.pp.namely.com)View as mimic rolesEE ID: 62401Cassandra Adams - Paystub, Punch, missed punch (Neibert,Alica) Time off ( 2 Jobs- Wage Differential and Default Payroll Job)Manager - Belinda Smith ( Laubin,Elora)OREE:Abbe Nerta : 63273Manager : Sassan, Amalita - Paystub, Punch, missed punch (Neibert,Alica) Time offPayroll Administrator (Run Payroll): Celeste Maggard (128627)abigale watermanTime schedule: More than 40 hours goes to Overtime and no Other time is applicable on weekly basis

1) Employees are able to auto-punch hours - clock in and clock out on daily basis. They are able to manually edit hours to make changes if any. The timecard is required to be certified by employee. 2) Manager will review the timecard close to paycycle's due date in the view activity screen/approve log. The Manager is also able to make updates if required, before approving time card in the Approve log screen. 3) Payroll Admin or Payroll Specialist runs payroll and verifies that the approved hours show up correctly in Pay-stubs and other Reports in Step 3 of Run Payroll before actual Approval. Dependency = TC Configuration, Work schedule and Employee role set up (This must be regressed everytime)

Navigate to the Time Card

Start your day

Tested this as controller - waterman abigale

View Activity

Navigate to View Activity

Search with Multiple Options

Add Punch for an employee

Edit Punch for an employee

Add Time off for an employee

Edit Time off for an employee

Delete an existing punch

Approve Time log

Navigate to time sheet approve time log

Search with Multiple Options

Approve All Punches and Overtime

Approve All Time Off

Manage Payroll

Run Payroll

Step 1 to 3

View Paystub

Approve ( optional) and View the same paystub

Main topic

HCM Benefits

Event - spouse coverage - add dependant as parnter in Dental, Medical, Vision and as self for Transit checkCllient id : 315- Houzz ( permalinks - https://houzz.pes-uat.np.namely.run)EE: 34127- Tori ChewConfirmation report - Controller- Igor / Payroll Specialist- Agatha

1) Benefit Enrollment by employee - Any plan can be tested. For simplicity and faster shipping, plan used is 'Spouse coverage enrollment' executed by Employee via HCM > Benefits >Enroll and Change in Benefits. 2) Upon updated plan submission by Employee, the Payroll Admin or Controller reviews the change in the Payroll>Confirmation Reports, approves the change. 3) Once the plan is approved, the updates are also displayed in EE> Deductions, Plan Benefits and Dependants. 4) Payroll Admin runs the payroll and is able to verify the changes in Step 2 of Run Payroll in the Deductions section and review Payroll in Step 3 before final Approval. Dependency = Enrollment configuration, Plan Levels, Rates, Employee and Dependant Profile and Compensation. ( This must be regressed everytime)

CID: 315EE Name: Adams, Bonnie

Navigate to the Enroll In/Change My Benefits

Electronic Signature Request with Accept

Welcome Page: Continue

Event Menu Selection

Effective Date for Life Event Change

Personal Profile

Medical

Dental: Select a Plan

Vision: Select a Plan

Transit pre-tax

FSA - Healthcare Spending Account

FSA - Dependent Care

Basic Life AD & D

https://namely.atlassian.net/browse/BENACA-708

Group Long Term Disability

https://namely.atlassian.net/browse/BENACA-708

Short Term Disability

Company News

Submit Confirmation Page

Post Confirmation

Confirmation Report

Manage Payroll

Enrollment Setup

Confirmation Reports

Pending

Search Pending Report

Approve

Search Confirm Report

View Confirmation Report

Employee Profile

Pending Plans: Yes

Plan Benefits

Process

Change Approval Status

Submit

Confirm the Updated Info Placing in the Plan Benefits Grid

Paystub with updated

Pending Plans: No

Plan Benefits

Confirm the Update Info if Applicable

Plan Level, Start Date, Plan Vol. Employee Cost

Paystub with updates

CID: 315EE: Bonnie Adams

Deductions

Dependants

Run payroll

Step 1 to Step 2 - View step 2 settings

Approve and view paystub in step 3 to validate benefit changes

HCM -> Run Payroll - Login Controller/Payroll Admin

Birchbox /Houz/ The realrealClient id: 860Vaynermedia- Jacquette Woermer

This must be regressed every release. This comprises of the following: 1 ) Prequisite - Hourly timecards approved by Managers. Thereafter, Run Hourly Payroll and verify the hours are pulled in for multiple employees ( 20-25 employees is good average to test) -Step 1 to Step 3 and thereafter approve payroll and validate Payroll Register and other reports 2) Run Standard Salaried Employee ( Run for Houzz - 487 employees) and randomly verify paystubs for 2-3 employees 3) Run Manual ( either hourly or Salary for 2- 10 employees ) -Step 1 to 3 and Validate Paystubs for 2-3 employees in Step 3 and after approval. In addition, the following are covered, Tax pop (PES-5224), Add check, Performance check high level and Preview of few reports. The generated paystubs are compared to another environment ( mimics prod with latest prod code base) to determine any obvious issues

CID :315 and EE: Anum Ahmed

Payroll Center

Hourly Pay

Salary Pay

Client id: Market Force - 642 . mfi.pp.comEE ID: 62412 - Natalie Allen (Salaried) - Tayla BarEE ID: 62627 - Aaron Zelmanow ( Salaried) - Liza CordelleController- Celeste Maggard / Waterman abhigale

Standard

Navigate to the Payroll

Create a Manual /Standard Payroll

Run the Schedule Payroll

Complete Step 1 of Payroll Process

Complete Step 2 of Payroll Process

Payroll Queue

Step 3 - Check an Employee's Pay-Stub

Manual

Client id : 297 -Candascent Health - Standard and Hourly.

Navigate to the Payroll

Create a Manual Payroll

Run the Manual Payroll

Complete Step 1 of Payroll Process

Tax pop-up

Client : Candescent HealthPre-requisite - Login into HCM, Click on Run Payroll/Manage Payroll, Add a new branch in the Company >Tax, add the new branch to any employee in EE> Tax, Run Payroll and Tax window should show up post step 1 of Run Payroll center, save and complete the remaining tasks of Run Payroll. Validate the new tax with updated tax shows up in Company>Tax ( matches tax window in run payroll) , shows in paystub, payroll register and payroll summary.

Enter the Tax id or select apply Tax id

Doesnt work when client runs payroll and doesn't update the paystub- broken in prod as reported by Aliya Works when logged in as namely admin and pop up shows up.Another issue- tax filing state - not applicable edit screen vs main screen.

Enter the Rate = 0.00 or > 0.00

Click save and hit next changes

https://namely.atlassian.net/browse/PES-5046- Please refer to details.CO-UI Start date -1/1/2016 and End date - 4/1/2017As per jenna, not a actual prod scenario and error message validation is correct so not an issue.

Complete Step 2 of Payroll Process

Payroll Queue

Step 3

Check an Employee's Pay-Stub

Taxbreakdown report if applicable

Payroll Summary

Payroll Register /Payroll Register with hours / Payroll register job by hours

Approved Paycycle and View Paystub

Hours by Job

CID: 393EE ID: 29523Attached file to be used for PES Regression_Hours UploadThis testing was done via Payroll site as the data was specific to client 393 and there is no hcm access for same

Upload hours - PayCycle: Current Pay Period

Import File: GUID or EE Number, Hour Type, Hours, Job Code

Delete the failed rows

Save and Validate

Finish

View in Confirmed tab

Confirm Approved Hours by Jobs

Use a Payroll Flow for Hourly Pay

Reports

Houzz - 315 - Hourly paycycle id ( 3 employees)

Paycycle for Hourly Pay

CID :315 and EE: Anum AhmedPay Date Range - March 2017

Payroll Register

Payroll Summary

Payroll Register with hours

Date Range

CID :315 and EE: Anum AhmedPay Date Range - March 2017

Paystub for any specific employee

Payroll Register

Payroll Summary

Smoke tested CR-1094- mm/dd/yyyy display issue instead of paygroup

Payroll Register with hours

HCM - View PayStub

Employee should be able access all his paystubs including the current approved. ( This must be regressed everytime)

CID : 135Windy (View as Via HCM )Hourly employee

Navigate to the Pay Check

View an Employees' Pay-stub

CID: 315Bonnie Adams

Main topic

Key

Cucumber: M

Cucumber: A

Validation checks

Approve log screen - Employee status- unapproved - Manager clicks Approve All for Regular Punches or Overtime Punches

Error You are unable to Approve Punches, because the Employee has not certified the Time Card.

Timecard / View Time Activity/ Approve Log screen- EE /Manager/Controller clocks in time which is greater than Clock out Time

Error Clock In time must be before Clock Out time for <EE NAME> on < MM/DD/YYY>

Timecard - EE timecard, View Activity and Approve Time log

Timecard / View Time Activity/ Approve Log screen-EE/Manager/Controller overlaps shifts - Example Shift 1 overlaps with Shift 2 for the same day

Error Clock In time can not overlap another shift for < EE NAME> on <MM/DD/YYYY>. When editing "In" or "Out" times, please edit and save one line at a time to prevent temporary overlaps.

Approve log screen - Employee status- Approved - Manager updates an hour Regular Punches or Overtime Punches

Error Employee has certified their Time Card. Employee must unapprove the hours before making any changes.