HH.005.1 Process W2s

User Acceptance Test Overview

W2 Processing is part of the Year End/Year Begin processing that is used to create the W2s for employees.  At SBCTC, this process will be initiated by the ERP Production Support team, but the institutions will be involved in the resolution of any errors generated prior to finalizing the Year End (W2) data.  

The information below is intended to provide colleges guidance on performing a User Acceptance Test on this business process.  The  business process shown in the flow diagrams below may be only part of what is needed to complete an end-to-end test of a full business cycle.  Coordination with other colleagues 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.

Business Process Flow Diagram(s)

Self-Paced 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.

  • PR100 Payroll

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

Instructor-Led Training Materials and Recordings

Instructor-Led Training Materials

Processing W2's- Coming Soon!

Training Session Recordings

  • HH.005.1.1   Run the Error Listing Report (TAX900)
    • ***ERP runs this report- No Test,college reviews provided report samples
  • HH.005.1.2  Run the Update Year End Data Info process (TAX504)
    • ***ERP runs this report- No Test
  • HH.005.1.3  Load Year End Data (TAX910LD)
    • ***ERP runs this report- No Test
  • HH.005.1.4  Run the Year End Record Error Listing (TAX910ER)
    • ***ERP runs this report- No Test,college reviews provided report samples
  • HH.005.1.5  Review/Update Year End Data

Note: The QRG link above links to a 'foldable' QRG.  Testers will open the folder 'Review/Update Year End Data' to execute the test steps.

Minimum Test Case (Data) Scenarios:

  • Run the Error Listing report and review the errors noted in the report.
  • Run the Year End Data Load.
  • Run the Year End Record Error report.
  • Review the Year End Data

The High Level (Tier 1) UAT Framework:

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

For SBCTC Staff:

HH.005.2 Process 1099Rs

For College Staff Skip to HH.005.3:

HH.005.3 Process W941's

Links to User Acceptance Test 'How To' Information:

Overview of User Acceptance Testing

Security Matrix Mapping Information

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

HH.005.1.5  Review/Update Year End Data:

MENU: NavBar > Navigator > Payroll for North America > U.S. Annual Processing > Create W-2 Data > Review/Update Year End Data
ROLE NAME: ZZ Payroll Processing OR ZZ Payroll Data Maintenance

PDF Version of Flow Diagram for Printing

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