Company: Link Technologies
Case No: L12285. Project: 12.43: LinkSOFT Version 12.43
Logged By: Rashna (Edge Business Solutions) on behalf of Sanjay (Link Technologies) on 17 Jun 2021 01:35PM
Priority: Medium
Product: Payroll & HR
Group: Enhancement
Time Taken: 14.00 (Weight: 14.00)
Version: 12.43.0706
Assigned To: Sanjay (Link Technologies)
Circulation: Development, Rashna, Sanjay
Resolve By: Friday, 25 June 2021 11:59 PM [1253 days since logged date]
Status: Closed
Subject: Ability to "Overide" quantity in pay using the "Pay Employee Detail" import template
Summary:    
Section A - Briefly explain what the change is about
  1. We have introduced the "Pay Employee Detail" template which has the option to upload the override quantity.
  2. The above can be used in a scenario where we need to manually change the default hours in the pay that is the manual pay edit.
  3. However, when we upload a pay with just the override quantity it inserts the pay code into the pay with quantity 0. - This result itself is incorrect
  4. Thus the change requested is that:
    1. If a pay code exists a pay. For example "AHNRS".
    2. Users import a file with the code "ANHRS" with only "Override Quantity" this should override the hours in pay instead of inserting a new line.
    3. If the user imports a file with ANHRS having "Quantity" then this should insert the pay code to the pay.

One of the Scenarios to understand the request

  1. Clients have reported that the employees are been paid reduced hours due to COVID 19. 
  2. Each department provides the list of employees and the hours payable for the pay. The payroll officer needs to amend the details in the pay.
  3. Payroll Officer, therefore, needs to manually override the quantity for normal hours.
  4. A client reported that reduced hours were for 250 employees.
    1. This comes time-consuming to edit individual records under "Pay Processing".
  5. Thus we need want to use the feature of override quantity from the file import

Section B - Explain in detail what this change is about

  1. When a "Pay Employee Detail" file is imported with a pay code having only "Override Quantity" this should override the hours for the existing pay code in the open pay.
  2. If a pay code exists a pay. For example "AHNRS".
  3. Users import a file with the code "ANHRS" with only "Override Quantity" this should override the hours in pay instead of inserting a new line.
  4. If the user's import file with ANHRS having "Quantity" then this should insert the pay code to the pay.

Section C - Provide a Test plan for this change

Test No

Test Decsription

Comments

1

Create a pay for employee E006 with Normals Hours 85

Import the "Pay Employee Detail" file for employee E006, Paycode - ANHRS, and Override Quantity as 75

This should update the ANHRS record in the pay with normal hours as 75

2

Create a pay for employee E003 with Normals Hours 85

Import the "Pay Employee Detail" file for employee E003, Paycode - ANHRS, Quantity as 75

This should insert  the ANHRS pay code  in the pay with normal hours as 75

3

Create a pay for employee E004 with Normals Hours 85

Import the "Pay Employee Detail" file for employee E003, Paycode - ANHRS, Quantity as 85, and Override Quantity as 52

This should insert  the ANHRS pay code  in the pay with normal hours as 52

 

Section D - Additional Information and Costing

1. Request Information
 IDDescription (*Required Fields)Value
 1Customer Name*All Payroll Customer  
 2Estimated Cost (hrs/$)
 3Cost Covered By *
 4Workarounds?Manually edit records in the "Pay Processing Screen"
 5 Date Required by *

Audit Notes:Edited by sanjay on 25/06/21 10:17. Edited by sanjay on 24/06/21 10:30. Edited by sanjay on 18/06/21 17:33. Edited by sanjay on 17/06/21 13:35. Edited by sanjay on 17/06/21 13:26. Edited by rashna on 17/06/21 10:15. Edited by rashna on 17/06/21 10:11. Edited by rashna on 17/06/21 09:55. 
17 Jun 202101:35PM Comment 1 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 18-06-2021 01:26 PM Time Taken: 1.00

Agreed to do the following:

  1. Add a new upload to "Update Current Pay"
  2. If there are multiple PayCodes, we will update one, and remove the other

Added to 12.43


17 Jun 202101:35PM Comment 2 by Sanjay (Link Technologies) Case L12285 added to project 12.43
18 Jun 202105:02PM Comment 3 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 22-06-2021 04:31 PM Time Taken: 7.00
PART A - Development work for this case has been completed.

1. The change will be available in version: 12.43.0618

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

  1. Changed the Current Pay Upload template as follows:
    1. When uploading, if the Current Pay Line values are the same (Component, Territory, Branch, Cost centre, Reference and Approval), we update the quantity, otherwise, we Insert a new line
    2. If there are two lines with the same Component, Territory, Branch, Cost centre, Reference and Approval, we update one line only
    3. Entries that cannot be added will be updated, e.g Banking component (which is calculated and cannot be overridden)
    4. Entries that are calculated, and don't have the "Override' flag ticked, will be ignored (Recalculated)

3. Affected Areas:

  1. Current Pay Upload

4. The issue was caused by:

  1. Change Request and Improvement

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


18 Jun 202105:33PM Comment 4 by Sanjay (Link Technologies) ETC was changed from 18/06/2021 to 18/06/2021
25 Jun 202110:17AM Comment 5 by Sanjay (Link Technologies) ETC was changed from 18/06/2021 to 25/06/2021
25 Jun 202110:33AM Comment 6 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 29-06-2021 10:25 AM Time Taken: 4.00

System Test completed - proceed with UAT

Steps:

  1. Create a standard pay
  2. Upload changes to Standard Pay
  3. Verify changes

29 Jun 202110:48AM Comment 7 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 30-06-2021 10:43 AM Time Taken: 1.00
QA Results
Tests carried out according to requirements specified on the case header

Test Results Summary

Table 1 - Summarised list of issues

Test No

Test Decsription

Comments

1

Create a pay for employee E006 with Normals Hours 85

Import the "Pay Employee Detail" file for employee E006, Paycode - ANHRS, and Quantity as 75.


This should add a new line for Normal Hours  to the pay

Pass

2

Create a pay for employee E003 with Normals Hours 85

Import the "Pay Employee Detail" file for employee E003, Paycode - ANHRS, Quantity as 75, match the Territory, Branch Cost Centre and Reference in the upload template with the details on the screen.


This should update the normal hours from 85 to 75

Pass

3

Create a pay for employee E004 with Normals Hours 85

Import the "Pay Employee Detail" file for employee E003, Paycode - BONUS, Quantity as 85, and Override Quantity as 52


This should insert the pay code to the pay

Pass

 


Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 12.43.0625 GA
  3. Setup: Demo
  4. Server : 10.0.0.14
  5. Database: LINKSOFT-DEMO-124

Next Step: 

  1. For Closure

    29 Jun 202101:22PM Comment 8 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 30-06-2021 01:22 PM Time Taken: 1.00
    Thanks Rashna

    If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12285 in the subject line of all emails regarding this issue.

    Document size: 21.8 KB
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