Payroll/HCM Integration Regression Tests

HCM TimeCard/Time Off Request

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

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:34127- Anum Ahmed (An EE with time card punch role) ( Job- Regular) - Regular hours with OT and other timeManager - Tangerine WiggsEE Name: Adolphe Christian - 57786Manager - Nour, Terri ( Regular hours with no OT)EE Name: Alavez Manuel - 54074Manager- Bulter Arriana ( Time off)Controlller - Igor (Manage Payroll)Time schedule - CA TimeTracker8 per hour - Regular>8 and < 12- OverTime> 12 - Other Time

View as an Employee

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 a Timecard Manager

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

View as Controller

Manage Payroll

Step 1 to 3

View Paystub

Approve ( optional) and View the same paystub

Auto Punching - Basic Timesheet ( Paystub and Punch)

Client id : 297 Candascent (Basic timesheet) -Autopunching with different rolesView as mimic roles EE : 17327 - Benjamin Bracken -Paystub & PunchManager- Robert III MooneyEE : 66399 - Green La Shanique - Paystub & Punch&TimeoffManager- Mary MccormickEE :17323- Scott Alderman -Paystub&Punch&Timeoff&MissedPunch&ManagerManager- Brandi Scire Controller ( Run Payroll) - Jim HarperHourly schedule/Timeschedule - More than 40 hours is Overtime but not applicable is Other TimeTimeschedule has also checked Graveyard ShiftScott Alderman shift belongs to Graveyard ShiftSmoke tested- PES-2560

View as an Employee

Navigate to the Time Card

Start your day

View as Manager

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

View as Controller

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 and Time off ( 2 Jobs- Wage Differential and Default Payroll Job)Manager - Belinda SmithController (Run Payroll): Celeste MaggardTime schedule: More than 40 hours goes to Overtime and no Other time is applicable on weekly basis

View as an Employee

Navigate to the Time Card

Start your day

View as Manager

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

View as Controller

Manage Payroll

Run Payroll

Step 1 to 3

View Paystub

Approve ( optional) and View the same paystub

Manual Punch by Jobs ( MORE THAN 40 HRS is OT per week)

Smoke test 4588 via HCM ( Timecard 2)Precondition settings:EE >>General >>Allow Timesheet Entry: checked -> Paystub, Punch, Missed Punch.CID:EE Name:Powell David - 52911 - RegularManager - Elaine FrostEE Name:Madison Austin - Regular and OTManager - Elaine FrostController - Tom Hochberg(Manage Payroll -Update his access in payroll site -> company> users as Payroll, Timesheet, Remotelink,Enroll)Time schedule - Full time OT over 40 hours40 hours - Regular per week> 40 hours- OT

View as an Employee

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 as Controller

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

HCM Benefits

Event - spouse coverage - add dependant as parnter in Dental, Medical, Vision and as self for Transit checkCllient id : 315- Houzz ( permalinks - houzz.pp.namely.com)EE: 34127- Anum AhmedConfirmation report - Controller- Igor

View as an employee

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

View as Controller

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

HCM Run Payroll

Birchbox /Houz

View as an employee who has payroll role

CID :315 and EE: Anum Ahmed

Payroll Center

Hourly Pay

Navigate to the Payroll

Run Standard Payroll

Step1: Get Approved Hours

Complete Step 2, Payroll Queue and Step3

CID : 315Bonnie Adams and Adam Jones

Step 3

Check an Employee's Pay-Stub

Taxbreakdown report if applicable

Payroll Summary

Payroll Register or Payroll Register with hours or Payroll register job by hours

Approved Paycycle and View Paystubs

Salary Pay

Client id: Market Force - 642 . mfi.pp.comEE ID: 62412 - Natalie Allen (Salaried) EE ID: 62627 - Aaron Zelmanow ( Salaried)Controller- Celeste Maggard

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 Health EE ID : 62414( Mary Atkins), 62773 ( Elizabeth Foster) and James Butler Taxes removed from Company - CO-UI and CO-ER- BRARun Payroll as Namely Admin.

Enter the Tax id or select apply Tax id

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

CID: 305 - Bloom reach ( including smoke tested - 4776)EE Name - Bakes Nikole and Bell Brian - Manual Payroll)

Paycycle for Hourly Pay

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

Payroll Register

Payroll Summary

Payroll Register with hours

Payroll Register by Job with Hours

General Ledger

As per Sayra (Dev) - it's only an test env issue hence no action required-

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

Payroll Register by Job with Hours

General Ledger

As per Sayra (Dev) - it's only an test env issue hence no action required- see below chatsayra.castro [2:24 PM] its because of the db refresh[2:24] after db refreshes a db deployment needs to be done for payroll db so that gl mapping db gets the environment variable[2:24] so its only a test environment issue[2:25] which can be solved by redeploying db projectMamta Bhandari [2:25 PM] cool[2:25] thanks Sayra so since it test env, we should be okay rightsayra.castro [2:25 PM] yupMamta Bhandari [2:25 PM] sounds good

Run Payroll for bulk employees for count =>30

CID: 186 - Natural Gourmet Cookery CorpStandard - Regular and Hourly in 1 paycycle = Employee count = 38Manual Payroll Regular and Hourly in 1 paycycle- Employee count =38CID : 642 - Market force Manual - RegularStandard- Hourly

Regular

Step 1 -2

Payroll Queue

Preapproval - Verify the payroll is generated successfully without errors

View any random paystub

Client : 148 - Natural Gourmet Cookery CorpEE ID:6423 - Christian Zubidi and 11052 ( Michael Agosto)

Approve Paycycle and payroll is generated successfully

View any random paystub

Manual

Step 1 -2

Payroll Queue

Preapproval - Verify the payroll is generated successfully without errors

View any random paystub

Approve Paycycle and payroll is generated successfully

View any random paystub

HCM PayStub

View as an employee

CID : 315Anum Ahmed (View as Via HCM )Hourly employee

Navigate to the Pay Check

View an Employees' Pay-stub

CID: 315Bonnie Adams

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.