HH.005.2 Process 1099Rs (SBCTC only)
User Acceptance Test Overview
1099R Processing is part of the Year End/Year Begin processing that is used to create the 1099-R forms for the supplemental retirees being managed by SBCTC. This process will be initiated by Central Payroll.
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
Training Session Recordings
Links to Quick Reference Guides - Steps in the Test Process
- HH.005.2.1 Run the Form 1099-R Audit Report (TAX930AU) ***ONLY SBCTC Tests
- HH.005.2.2 Run the Create 1099-R process (TAX930PM) ***ONLY SBCTC Tests
- HH.005.2.3 Run the Form 1096 Report (TAX935) ***ONLY SBCTC Tests
Minimum Test Case (Data) Scenarios:
- Run the Form 1099-R Audit report and review for accuracy.
- Run the Create 1099-R process.
- Run the Form 1096 report.
The High Level (Tier 1) UAT Framework:
Next Step (Tier 2) in the High Level UAT Framework:
Links to User Acceptance Test 'How To' Information:
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 Rolenames needed to execute the User Acceptance Testing relevant to this UAT guide. College users do not perform these steps, therefore do not require these roles.
HH.005.2- Process 1099Rs:
MENU: NavBar > Navigator > Payroll for North America > U.S. Annual Processing > 1099-R Reporting > Form 1099-R Audit Report
ROLE NAME: (none needed for colleges)