HF.002.4 Performing Payroll Post-Confirm Processing (Project Archive)

User Acceptance Test Overview

After payroll has been executed and confirmed in the prior step [HF.002.3 - Calculate and Confirm Payroll] there are processes that a college will run to generate locally printed checks, generate registers and PDF versions of advises that are accessible from within Self Service.  There is also a reporting process to load Department of Retirement Systems data after payroll has been run.  The completion of the payroll process is done by the central payroll staff at State Board and are designated in gray boxes as informational only.  During the UAT activities these steps will be run on demand when all colleges have completed their payroll testing activities and are confirmed.  Only when these centralized processes are run can the payroll expenditure data be pushed to be made available to load into the General Ledger.

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 the prior test step feeds into these test steps, where one can start testing this process. 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

College Processes for Payroll:

Note: The QRG above for step HF.002.4.4 is a comprehensive overview of both the DRS Transmittal and DRS Data Load processes, which includes information about critical steps to ensure that when the process is run that there is data being generated.  To complete the test step designated here you will need to navigate to the DRS Data Load section and follow those steps.  Keep in mind this is a step that also exists in the Benefits module test; however the use of this step in the payroll post-confirm process relates to when the process is run after payroll.

Centralized Processes for Payroll:

Minimum Test Case (Data) Scenarios:

Scenarios for HF.02.4.1 - Run Check and Advice Registers

  • Run the check advice register and review report ouptut

Scenarios for HF.02.4.2 - Create PDF Checks and Advices

  • Run the Create PDF Checks and Advices process and log in as an employee in Self Service to view the PDF version of the check information.  Data can also be seen in the Review Self Service Paycheck page.

Scenarios for HF.02.4.3 - Run DRS Data Load from Payroll Process

  • Run DRS Data Load from Payroll Process by the Pay End Date of the payroll processed during the FF.002.3 step.

Return to the High Level (Tier 1) UAT Framework:

Previous Step in the High Level UAT Framework:

Next Step (Tier 2) in the High Level (Tier 1) UAT Framework:

Links to User Acceptance Test 'How To' and UAT environment URL 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.02.4.1 - Run Check and Advice Registers

MENU: Payroll for North America > Payroll Processing USA > Create Direct Deposits > Advice Register
ROLE NAME: ZZ Payroll Processing

HF.02.4.2 - Create PDF Checks and Advices

MENU: Payroll for North America > Payroll Processing USA > Create Direct Deposits > Create PDF Advice Forms
ROLE NAME:  ZZ Payroll Processing

HF.02.4.3 - Run DRS Data Load from Payroll Process

MENU: Benefits > CTC Custom > CTC Processes > DRS Data Load From Payroll
ROLE NAME:  ZZ DRS Processing

HF.002.4.4 - (Centralized) Run Pay to GL Interface (M-036) and HF.002.4.5 - Transmitting Payroll to A/P and HF.02.4.6 - Run Paycheck to ACOM Printer are not pages accessible to college staff as they are executed centrally by State Board staff.


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

*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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