HF.002.3 Calculate and Confirm Payroll (Project Archive)

User Acceptance Test Overview

To use this UAT guide first review the business process flow diagram below, which outlines the various steps to complete the test activities.  Note that the business process flow diagram has distinct places where one can start testing this process, noted by a green 'Start' circle.  Use the diagram, following the arrows to each step that must be executed.  Use the Quick Reference Guide (QRGs) links, also below, to find the instructions on how to execute each step.  The Quick Reference Guides are numbered to match each box on the flow diagram to assistant testers with following the flow of the business process.  Once testing is complete for each box on the flow diagram, click the link in the Next Step (Tier 2) in the High Level UAT Framework section to access the next UAT Guide.

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

Minimum Test Case (Data) Scenarios:

Scenarios for HH.002.3.1 - Run Precalculation Audit Report

  • Run Precalculation Audit Report

Scenarios for HH.002.3.2 - Run Preliminary Payroll Calculation

  • Run Preliminary Payroll Calculation

Scenarios for HH.002.3.3 - Run Payroll Error Messages

  • Run Payroll Error Message Report

Scenarios for HH.002.3.4 - Run Custom Med Aid Max Process

  • Run MedAid Max Process

Scenarios for HH.002.3.5 - Run Custom Primary Job Update

  • Run Update Primary Job process

Scenarios for HH.002.3.6 - Run Custom Union Dues Monthly Maximum Process

  • Run Union Dues Monthly Maximum process

Scenarios for HH.002.3.7 - Run Custom Deduction Prepay Process

  • Run Prepay Deduction process

Scenarios for HH.002.3.8 - Run Spending Calculation Account Spending Process

  • Run Spending Account Calculation process

Scenarios for HH.002.3.9 - Run Final Payroll Calculation Process

  • Run Final Payroll Calculation

Scenarios for HH.002.3.11 - Run Payroll Hours Adjustment Process

  • Run Payroll Hours Adjustment process

Scenarios for HH.002.3.12 - Run Preconfirmation Audit Report

  • Run Preconfirmation Audit Report

Scenarios for HH.002.3.13 - Run Payroll Confirmation

  • Run Payroll Confirmation

HH.002.3.10 - Run Payroll Error Message

  • Error Condition: Reviewing Payroll Error Messages - Negative Net Pay (For EE with 96 hours of LWO)
    • Expected Behavior: Error message should be displayed as stated (Negative Net Pay)

Previous Step in the High Level UAT Framework:

Next Step in the High Level UAT Framework:

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 Role names needed to execute the User Acceptance Testing relevant  to this UAT guide.

HF.002.3.1 - Run Precalculation Audit Report:

MENU: NavBar > Navigator > Payroll for North America > Payroll Processing USA > Produce Payroll > Precalculation Audit Report
ROLENAME: ZZ Payroll Processing

HF.002.3.2 - Run Preliminary Payroll Calculation:

MENU: NavBar > Navigator > Payroll for North America > Payroll Processing USA > Produce Payroll > Calculate Payroll

ROLENAME: ZZ Payroll Processing

HF.002.3.3 - Run Payroll Error Messages:

MENU: NavBar > Navigator > Payroll for North America > Payroll Processing USA > Review Processing Messages > Payroll Error Message Report
ROLENAME: ZZ Payroll Processing

HF.002.3.4 - Run Custom Med Aid Max Process:

MENU: NavBar > Navigator > Payroll for North America > CTC Custom > CTC Processes > Medical Aid Maximum
ROLENAME: ZZ Payroll Processing

HF.002.3.5 - Run Custom Primary Job Update:

MENU: NavBar > Navigator > Payroll for North America > CTC Custom > CTC Processes > Primary Job Flag Update
ROLENAME: ZZ Payroll Processing

HF.002.3.6 - Run Custom Union Dues Monthly Maximum Process:

MENU: NavBar > Navigator > Payroll for North America > CTC Custom > CTC Processes > Union Dues Monthly Maximum
ROLENAME: ZZ Payroll Processing

HF.002.3.7 - Run Custom Prepay Deduction Process:

MENU: NavBar > Navigator > Set Up HCM > CTC Custom > PrePay Deduction Mapping

ROLENAME: ZZ SS Payroll OR ZZ Payroll Data Maintenance OR ZZ Payroll Processing OR ZC Benefits Maintain PrePay OR

MENU: NavBar > Navigator > Set Up HCM > CTC Custom > PrePay Calendars
ROLENAME: ZZ SS Payroll OR ZZ SS Payroll OR ZZ Payroll Data Maintenance

MENU: NavBar > Navigator > Payroll for North America > CTC Custom > Employee PrePay
ROLENAME: ZZ SS Payroll OR ZZ Payroll Data Maintenance OR ZC Benefits Maintain PrePay

HF.002.3.8 - Run Spending Account Calculation Process:

MENU: NavBar > Navigator > Payroll for North America > CTC Custom > CTC Processes > Spending Account Calculation
ROLENAME: ZZ Payroll Processing

HF.002.3.9 - Run Final Payroll Calculation Process:

MENU: NavBar > Navigator > Payroll for North America > Payroll Processing USA > Produce Payroll > Calculate Payroll
ROLENAME: ZZ Payroll Processing

HF.002.3.10 - Run Payroll Error Message (repeat):

MENU: NavBar > Navigator > Payroll for North America > Payroll Processing USA > Review Processing Messages > Payroll Error Message Report
ROLENAME: ZZ Payroll Processing

HF.002.3.11 - Run Payroll Hours Adjustment Process:

MENU: NavBar > Navigator > Payroll for North America > CTC Custom > CTC Processes > Payroll Hours Adjustment
ROLENAME: ZZ Payroll Processing

HF.002.3.12 - Run Preconfirmation Audit Report:

MENU: NavBar > Navigator > Payroll for North America > Payroll Processing USA > Produce Payroll > Preconfirm Audit Report
ROLENAME: ZZ Payroll Processing

HF.002.3.13 - Run Payroll Confirmation:

 MENU: NavBar > Navigator > Payroll for North America > Payroll Processing USA > Produce Payroll > Confirm Payroll

ROLENAME: ZZ Payroll Processing

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

Function: Payroll Administrator

Required Roles:

  • ZD Benefits Enrollment Inquiry
  • ZD Benefits Reporting
  • ZD TL View Local Config
  • ZD HR Limited Person Job Info
  • ZD DRS Processing Inquiry
  • ZZ Payroll Local Config
  • ZZ Payroll Data Maintenance
  • ZZ Payroll Processing
  • ZZ SS Payroll
  • ZD_DS_QUERY_VIEWER
  • ZD_DS_QRY_BENEFITS
  • ZD_DS_QRY_BENEFITS_SSN_HI_SENS
  • ZD_DS_QRY_BENEFIT_VISA_HI_SENS
  • ZD_DS_QRY_PAYROLL
  • ZD_DS_QRY_PAY_BANK_HIGH_SENS
  • ZD_DS_QRY_PAY_GARN_HIGH_SENS
  • ZD_DS_QRY_PAY_NETPAY_HIGH_SENS
  • ZD_DS_QRY_PAY_SSN_HIGH_SENS
  • ZD_DS_QRY_PAY_VISA_HIGH_SENS
  • ZD_DS_QRY_FAC_WRKLOAD
  • ZD_DS_QRY_HRCORE
  • ZD_DS_QRY_HRCORE_BANK_HI_SENS
  • ZD_DS_QRY_HRCORE_CRCRD_HI_SENS
  • ZD_DS_QRY_HRCORE_DR_LI_HI_SENS
  • ZD_DS_QRY_HRCORE_SSN_HI_SENS
  • ZD_DS_QRY_TIMELABOR
  • ZD_DS_QRY_ABS_MGNT

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

PDF Version of Flow Diagram for Printing

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