HH.001.1 Fluid Position Management

User Acceptance Test Overview

This article is under construction and is subject to change.

This step is required regardless of whether a College has chosen to use TAM or not.

The information below is intended to provide colleges guidance on performing a User Acceptance Test on the Hire to Payroll business process, starting Fluid Position Management.  Colleges not choosing to adopt TAM may skip to step HH.001.5 - Hire a New Employee after completing this step in the User Acceptance Test process and move to the next "start" point indicated on the high level flow diagram.  Coordination with other colleagues, such as those who manage benefit enrollment or process leave at your college in advance of commencing testing is key to success. In the same way that it doesn't take a single individual to operate the business of running a college it  will require coordination across departments to successfully test a business flow from beginning to end.

Position Management, using Fluid tiles, includes the ability to create, manage and clone (copy), and approve positions.  Users will also have the ability to add effective sequencing and view history of updates made to positions in a similar fashion to Job Data updates.

The HH.001 - Hire to Payroll test is considered complete when the job information, related time, leave and benefits are entered for the population of employees used in executing the test. The end result is employee data that will be ready and available for a payroll test. Actual execution of the payroll test is performed in a separate UAT HF.002 - Payroll to FIN (GL/AP).

Business Process Flow Diagram(s)

Self-Pace Training Materials (Advanced Prep)

To prepare yourself in advance for the richest testing experience below are required Canvas Courses. Successful course completion is a prerequisite to participate in all UAT activities.

  • HR100

To register for these required courses visit the ctcLink Training Registration Page.

Additional Resources

  • Hyperlink to Additional Resources If Any

Videos

  • Link to Video (Total Run Time in Parentheses)

Instructor-Led Training Materials and Recordings

Instructor-Led Training Materials

  • Link to Powerpoint If Any

Training Session Recordings

  • Link to Video (Total Run Time in Parentheses)

Minimum Test Case (Data) Scenarios:

Scenarios for HH.001.1.1 - Manager Position Request:

  • Department dean or Manager should be able to create a new/Update Position Request.

Scenarios for HH.001.1.2 - Manager Position Request Approval:

  • The new position request submitted by the Manager should be routed to the approvers.

Scenarios for HH.001.1.3 - Creating a New Position:

  • After all the approvals a new position should be created with the details in the Position request form.

Scenarios for HH.001.1.4 - Cloning (Copying) a Position:

  • The Manager should also be able to create a new position using the clone option, where the attributes of the existing position will be copied over. Example: Clone an existing faculty member position and apply a different budget code or department information.

Scenarios for HH.001.1.5 - Updating a Position:

  • The Manager or HR can update the attributes of an existing position. For Example: Move an existing position from one department to another department with a different budget code.

HH.001.1.1 - Manager Position Request:

  • Error Condition
    • Manager unable to submit a position request.
    • Getting a peoplecode error when clicking on Submit button on position request page.
  • Expected BehaviorThe Manager should be able to submit the Position request successfully without any peoplecode or any application error message.

Scenarios for HH.001.1.2 - Manager Position Request Approval:

  • Error Condition:
    • Position Request workflow approval chain shows “No Approvers found”.
    • Position Request workflow routed to wrong approver.
  • Expected BehaviorPosition Request workflow should be routed successfully to the correct approvers.

The High Level (Tier 1) UAT Framework:

Next Step (Tier 2) in the High Level UAT Framework:

For Colleges Using TAM:

HH.001.2 - Create and Approve Job Opening

For Colleges Not Using TAM:

HH.001.5 - Hire a New Employee

Links to User Acceptance Test 'How To' Information:

Overview of User Acceptance Testing

PDF Version of Flow Diagram for Printing

Security Matrix Mapping Information

Security Roles Necessary for Testing

The information below provides those completing the Security Matrix Mapping templates with the Menus, Pages and Role Names needed to execute the User Acceptance Testing relevant to this UAT guide.

HH.001.1.1 - Manager Position Request:

MENU: Manager Self-Service Fluid Homepage
ROLENAME:  ZZ MSS Fluid Position Mgmt        

HH.001.1.2 - Manager Position Request Approval:

MENU: Manager Self-Service Fluid Homepage

ROLENAME:  ZZ MSS Fluid Position Mgmt  

HH.001.1.3 - Creating a New Position:

MENU:  Workforce Administration Fluid Homepage

ROLENAME:  ZZ HR Position Management

ROLENAME:  ZC HR Position Management  (Super User with Correct History Access, if needed to make historic corrections)        

HH.001.1.4 - Cloning (Copying) a Position:

MENU: Workforce Administrator Fluid Homepage > Position Management tile

ROLENAME:  ZZ HR Position Management

ROLENAME:   ZC HR Position Management (Super User with Correct History Access, if needed to make historic corrections)     

HH.001.1.5 - Updating a Position:

MENU: Workforce Administrator Fluid Homepage > Position Management tile

ROLENAME:  ZZ HR Position Management

ROLENAME: ZC HR Position Management  (Super User with Correct History Access, if needed to make historic corrections)         

At a minimum, these functions* should have the listed roles in order to ensure the ability to function within Name of Module:

Function: HR Approver

Required Roles:

  • ZZ HR Position Management OR
  • ZC HR Position Management  (Super User with Correct History Access, if needed to make historic corrections)

*Please note that these function names are generic and may differ from what is used at your institution.

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