Company: Link Technologies
Case No: L13048. Project: 15.60: LinkSOFT Version 15.60
Logged By: Vineshwar Prasad (Edge Business Solutions) on behalf of Sanjay (Link Technologies) on 14 Jun 2024 11:18AM
Priority: High
Product: Payroll & HR
Group: Enhancement
Time Taken: 16.00 (Weight: 24.00)
Assigned To: Development
Circulation: Development, Sanjay, Sitla, Vineshwar Prasad
Resolve By: Friday, 28 February 2025 03:09 PM [232 days since logged date]
Status: UAT
Subject: Restrict Users from viewing Pay Rates and data in certain Pay Team
Summary:    Business Scenario

Client is using LinkSOFT for Payroll & HR functionalities and has setup as below;

Pay Teams as below;
  1. Weekly
  2. Fortnightly
  3. Monthly
Roles as below;
  1. Payroll Manager
  2. Payroll Clerk - FTN
  3. Payroll Clerk - WKL
Users as below
  1. User 1
    1. Employee ID: E1001
    2. Pay Team: Monthly
    3. Role: Payroll Manager
    4. Pay Team Access
      1. Weekly - Full access to Employee Maintenance, Can view Pay Rate
      2. Fortnightly - Full access to Employee Maintenance, Can view Pay Rate
      3. Monthly - Full access to Employee Maintenance, Can view Pay Rate
  2. User 2
    1. Employee ID: E1002
    2. Pay Team: Fortnightly
    3. Role: Payroll Clerk - FTN
    4. Pay Team Access
      1. Fortnightly - Full access to Employee Maintenance, Can view Pay Rate
  3. User 3
    1. Employee ID: E1003
    2. Pay Team: Fortnightly
    3. Role: Payroll Clerk - WKL
    4. Pay Team Access
      1. Weekly - Full access to Employee Maintenance, Can view Pay Rate
      2. Fortnightly - Full access to Employee Maintenance
  4. User 4
    1. Employee ID: E1004
    2. Pay Team: Weekly
    3. Role: None
    4. Pay Team Access - None
Approval Workflow Setup
  1. Approver: E1003
  2. Users: E1001, E1002, E1003, E1004
Issue
  1. User 3 can view Pay Rates for Weekly PayTeam.
  2. User 3 can view Pay Rates on the following areas even if we remove the Pay Rate view access;
    1. Data View "HRM - Employee"
    2. Employee Listing Report - show salary filter
  3. User 3 can view Pay Rates for all Employees if the user becomes the Approver of the Workflow
Environment Details
  1. URL: https://linktechnologies.com.au/DEMO-LinkSOFT-EDGE
  2. Company: 1003
Audit Notes:Edited by sanjay on 30/01/25 12:14. Edited by sanjay on 29/01/25 12:14. Edited by sanjay on 14/01/25 17:44. Edited by sanjay on 14/01/25 17:41. Edited by sanjay on 14/01/25 12:17. Edited by sanjay on 02/10/24 12:45. Edited by sanjay on 20/09/24 16:58. Edited by sanjay on 20/09/24 16:58. Edited by sanjay on 17/07/24 10:22. Edited by vineshwar on 14/06/24 11:18. 
13 Jun 202403:52PM Comment 1 by Vineshwar Prasad (Edge Business Solutions) Assigned To: Vineshwar Prasad (Edge Business Solutions) Followup Date: 18-06-2024 03:01 PM Time Taken: 2.00 Notes: ETC extended from: 12/06/2024 to 18/06/2024
Teams discussion Vineshwar & Sanjay
  1. User 3 can view the Weekly and Fortnightly Employees Pay rate since they have access to these 2 Pay Teams. We need these changes so that we can setup User 3 to access the Pay rate for Employees in the Weekly team only
  2. Access to Data View and Employee Listing report should be based on 1 above
  3. Users should not be able to access Employees outside of Pay Team Access ie if a User has No Pay Team access and is the Approver for E1001, currently, User 3 can see all of E1001 data
  4. Users that have access to Pay Team, "Can view Pay Rate", will be able to see the Pay Rate. All other users will see an asterisk in the Pay Rate column. If a User that does not have access to Pay Rate and is given access to Payslip will be able to view Pay Rate
Next Step
  1. Vineshwar & Sitla to discuss the above changes and confirm existing client will not be affected by this change
  2. Transfer case to development

    14 Jun 202410:39AM Comment 2 by Sitla (Edge Business Solutions) Assigned To: Vineshwar Prasad (Edge Business Solutions) Followup Date: 18-06-2024 10:25 AM

    Hi Vineshawar,

    As per our discussion, we agree to this change.

    Please transfer to development.

    Sitla.


    17 Jul 202410:22AM Comment 3 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 30-08-2024 02:20 PM Time Taken: 1.00 Notes: ETC extended from: 14/06/2024 to 30/08/2024
    Hi Sitla, please provide a Test Plan for this case so we can allocate this to a project.  Refer to Helpdesk Policy on Test Cases for Change requests/New Features. Thx.

    26 Jul 202403:05PM Comment 4 by Vineshwar Prasad (Edge Business Solutions) Assigned To: Sitla (Edge Business Solutions) Followup Date: 30-07-2024 06:00 PM Time Taken: 1.00 Notes: Edited by sanjay on 24/10/24 11:03. Edited by sanjay on 20/09/24 12:16. 
    Teams meeting between Sanjay & Vineshwar
    Date: 10/07/2024

    Notes: screens to be based on Pay team Security only. All other forms will remain unchanged.
    1. "Employee Profile -> Employee Maintenance"
    2. "Employee Profile -> Employee Profile" 

    19 Sep 202406:45AM Comment 5 by Sitla (Edge Business Solutions) This comment has been removed
    20 Sep 202404:58PM Comment 6 by Sanjay (Link Technologies) Case L13048 added to project 15.60
    02 Oct 202412:45PM Comment 7 by Sanjay (Link Technologies) ETC was changed from 20/09/2024 to 31/10/2024
    24 Oct 202403:48PM Comment 8 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 25-10-2024 07:45 PM Time Taken: 12.00
    PART A - Development work for this case has been completed.

    1. The change will be available in version: 15.60

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

    1. Added a new configuration named: "ShowEmployeesInPayTeamsOnly". Employee list is made up of "Pay Teams", "Reports To" and "Workflow". If this setting is enabled, only employees in the Users "Pay Teams Access" will be shown. (Y/N)  
    2. Default Value = "N"

    3. Affected Areas:

    1. Menu: Employee Maintenance
    2. Menu: Employee Profile

    4. The issue was caused by:

    1. Change Request

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


    Figure 1 - New Configuration Option


    14 Jan 202512:17PM Comment 9 by Sanjay (Link Technologies) ETC was changed from 31/10/2024 to 28/02/2025
    If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L13048 in the subject line of all emails regarding this issue.

    Document size: 91.1 KB
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