HF.002.1 Maintain Employee Pay Data (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.
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.
- PR100 Payroll
To register for these required courses visit the ctcLink Training Registration Page.
Instructor-Led Training Materials and Recordings
Instructor-Led Training Materials
Links to Quick Reference Guides - Steps in the Test Process
Minimum Test Case (Data) Scenarios:
Scenarios for HF.002.1.1 - Add/Change Additional Pay Data
- Enter a Stipend for a FT Faculty EE
- Enter a Cellphone Allowance for a Classified EE
Scenarios for HF.002.1.2 - Add/Change Direct Deposit
- Create a Direct Deposit entry for a Classified EE
- Change a Direct Deposit entry (account) for an EE with an existing setup
Scenarios for HF.002.1.3 - Add/Change General Deductions
- Create a General Deduction entry (FSA Admin Fee) for an EE
- Enter a Deduction End Date for an EE with a Deduction
- Change Flat Amount for an existing General Deduction setup for an EE
Scenarios for HF.002.1.4 - Maintain Employee Tax Data
- Change FWT Allowances for an EE
- Change an EE to Exempt from FWT
Scenarios for HF.002.1.5 - Maintain Garnishment Data
- Enter a Garnishment (Wage Assignment) for an EE
- Enter 2 Garnishments (Child Support & Wage Assignment) for an EE
Recommended Error Test Conditions:
HF.002.1.1 - Add/Change Additional Pay Data
-
Error Condition: Remove Ok to Pay for an EE that has an existing Additional Pay setup
- Expected Behavior: Additional Pay will load onto the Paysheet, but the Ok to Pay will not be checked
HF.002.1.2 - Add/Change Direct Deposit
-
Error Condition: Inactivate a Direct Deposit Setup
- Expected Behavior: When payroll is confirmed, the employee will receive a "live" (paper) check
HF.002.1.3 - Add/Change General Deductions
-
Error Condition: Enter a General Deduction code with an Effdt dated after the Pay End Date being processed
- Expected Behavior: The deduction will not be processed on the current payroll
HF.002.1.4 - Maintain Employee Tax Data
-
Error Condition: Remove the Effdt rows from Tax Distribution for an EE
- Expected Behavior: Error message should be displayed not allowing you to save the deletion.
Return to the High Level UAT Framework:
Next Step in the High Level UAT Framework:
Links to User Acceptance Test 'How To' Information:
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.002.1.1 - Add/Change Additional Pay Data:
MENU: NavBar > Navigator > Payroll for North America > Employee Pay Data USA > Create Additional Pay
ROLENAME: ZZ Payroll Data Maintenance OR ZZ Payroll Processing OR ZZ SS Payroll
HF.002.1.2 - Add/Change Direct Deposit:
MENU: NavBar > Navigator > Payroll for North America > Employee Pay Data USA > Request Direct Deposit
ROLENAME: ZZ Payroll Data Maintenance OR ZZ Payroll Processing OR ZZ SS Payroll
HF.002.1.3 - Add/Change General Deductions:
MENU: NavBar > Navigator > Payroll for North America > Employee Pay Data USA > Deductions > Create General Deductions
ROLENAME: ZZ Payroll Data Maintenance OR ZZ Payroll Processing OR ZZ SS Payroll
HF.002.1.4 - Maintain Employee Tax Data:
MENU: NavBar > Navigator > Payroll for North America> Employee Pay Data USA > Tax Information > Update Employee Tax Data
ROLENAME: ZZ Payroll Data Maintenance OR ZZ Payroll Processing
HF.002.1.5 - Maintain Garnishment Data:
MENU: NavBar > Navigator > Payroll for North America > Employee Pay Data USA > Deductions > Create Garnishments
MENU: NavBar > Navigator > Payroll for North America > Employee Pay Data USA > Deductions > Create General Deductions
ROLENAME: ZZ Payroll Data Maintenance OR ZZ Payroll Processing OR ZZ SS Payroll
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.
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