Company: Link Technologies
Case No: L12551. Project: 13.20: LinkSOFT version 13.20
Logged By: Aarti Pooja Gayaneshwar (Link Business Solutions) on behalf of Sanjay (Link Technologies) on 02 Sep 2021 01:34PM
Priority: High
Product: Payroll & HR
Group: Enhancement
Time Taken: 15.25 (Weight: 15.25)
Version: 13.20.1215
Assigned To: Development
Circulation: Aarti Pooja Gayaneshwar, Development, Sanjay
Resolve By: Tuesday, 30 November 2021 11:59 PM [1176 days since logged date]
Status: Closed
Subject: Performance Management System Enhancement - Appraisal Summary & Bonus Calculation Report
Summary:    

Objectives: The objectives of the Appraisal Summary & Bonus Calculation Report are to give an overview percentage overall performance and bonus calculation for an employee 

Description:

While doing a test for generating ½ yearly appraisal for a particular staff from January to December, the appraisal was successfully generated. After inputting the score for Employee, Manager and close appraisal to generate the 2 reports, the report is hardcoded with Q1, Q2, Q3, Q4. 

  1. The request is to design the report to be flexible. 

  2. If the appraisal is generated into Quarters, then in the 2 reports it should show overall scores for Q1, Q2, Q3, Q4. 

  3. If the appraisal is generated into ½ yearly then the 2 reports should show the overall score for 1st Half and 2nd Half and the correct Average score. 

Table 1 - Test Plan:

No.

Test Area

Status

1

If the appraisal is generated into Quarters:

 

1.1

Performance Appraisal Summary Report - should show overall scores for Q1, Q2, Q3, Q4

 

1.2

Performance Bonus Calculation Report - should show overall scores for Q1, Q2, Q3, Q4

 

2

If the appraisal is generated into ½ yearly:

 

2.1

Performance Appraisal Summary Report - should show overall score for 1st Half and 2nd Half and correct Average score

 

2.2

Performance Bonus Calculation Report - should show overall score for 1st Half and 2nd Half and correct Average score

 


Audit Notes:Edited by sanjay on 06/01/22 10:55. Edited by sanjay on 16/12/21 10:16. Edited by sanjay on 16/12/21 09:55. Edited by sanjay on 26/11/21 10:29. Edited by sanjay on 29/10/21 10:00. Edited by sanjay on 21/10/21 08:29. Edited by sanjay on 21/10/21 08:12. Edited by aarti on 06/10/21 10:35. Edited by sanjay on 06/10/21 09:19. Edited by sanjay on 06/10/21 09:18. Edited by sanjay on 02/09/21 13:34. Edited by sanjay on 02/09/21 13:27. Edited by aarti on 02/09/21 12:36. 
02 Sep 202101:36PM Comment 1 by Sanjay (Link Technologies) This comment has been removed
06 Oct 202109:24AM Comment 2 by Sanjay (Link Technologies) This comment has been removed
06 Oct 202109:25AM Comment 3 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 08-10-2021 01:24 PM
Changed ETD to 8th OCT

06 Oct 202110:35AM Comment 4 by Aarti Pooja Gayaneshwar (Link Business Solutions) ETC was changed from 03/09/2021 to 08/10/2021
20 Oct 202103:31PM Comment 5 by Aarti Pooja Gayaneshwar (Link Business Solutions) This comment has been removed
21 Oct 202108:06AM Comment 6 by Sanjay (Link Technologies) Case L12551 added to project 13.20
21 Oct 202108:11AM Comment 7 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 15-11-2021 12:11 PM Time Taken: 1.00

Hi Aarti, we will need to include this in the next release as the current build is in release testing.

As advised earlier, given we are at the end of the year, it will be difficult to rush this through. I will have a release date after 13.11 is published.


21 Oct 202108:12AM Comment 8 by Sanjay (Link Technologies) ETC was changed from 08/10/2021 to 15/11/2021
21 Oct 202108:22AM Comment 9 by Sanjay (Link Technologies) This comment has been removed
21 Oct 202108:29AM Comment 10 by Sanjay (Link Technologies) ETC was changed from 15/11/2021 to 15/11/2021
16 Nov 202107:56AM Comment 11 by Sanjay (Link Technologies) This comment has been removed
22 Nov 202106:20PM Comment 12 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 22-11-2021 06:55 PM Time Taken: 5.00
PART A - Development work for this case has been completed.

1. The change will be available in version:13.20

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

  1. Added parameter for Score Summary: Year, Half Year, Quarter - Default to Quarter
  2. Added column formatting based on Score selection
  3. Added summary and report totals
  4. System test completed

3. Affected Areas:

  1. Report Name: Performance Appraisal Summary Report

4. The issue was caused by:

  1. Change Request

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


23 Nov 202109:12AM Comment 13 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 23-11-2021 12:57 PM Time Taken: 1.00
Hi Aarti, we have used all 15 parameters in the report "Bonus Calculation Report"

I need to remove the last parameter named "Search" Can you discuss this with the client and confirm or is there another parameter I can replace?

23 Nov 202110:10AM Comment 14 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 23-11-2021 01:12 PM
Skype Message: 23/11/21:10.10am. I have confirmation on the Bonus Calculation Report - that its safe to remove the Search Filter

23 Nov 202111:39AM Comment 15 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 23-11-2021 02:10 PM Time Taken: 4.00
PART A - Development work for this case has been completed.

1. The change will be available in version:13.20.1123

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

  1. Added column formatting based on Score selection for report "Performance Appraisal Bonus Calculation Report"
  2. Added summary and report totals
  3. System test completed

3. Affected Areas:

  1. Report Name: "Performance Appraisal Bonus Calculation Report"

4. The issue was caused by:

  1. Change Request

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


26 Nov 202110:29AM Comment 16 by Sanjay (Link Technologies) ETC was changed from 30/11/2021 to 30/11/2021
14 Dec 202102:24PM Comment 17 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Development Followup Date: 14-12-2021 06:23 PM Time Taken: 2.00
Testing performed by Aarti & Sanjay: - all requirements, in this case, have been passed.

If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12551 in the subject line of all emails regarding this issue.

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