california institute of technology sshr...

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California Institute of Technology SSHR Project

CIT Employee Data Administration

Test Scripts

September 15, 2010

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Table of Contents

Table of Contents ..................................................................................................................... 2

Test Steps – Test Security ......................................................................................................... 3

Test Steps – Add New Student Assignment ............................................................................. 5

Test Steps – Change in Hours ................................................................................................... 6

Test Steps – Change Organization, Supervisor, and Timecard Approver ................................ 7

Test Steps – Change Supervisor and Timecard Approver ........................................................ 8

Test Steps – Change Organization for an Employee without Direct Reports .......................... 9

Test Steps – Change Organization and Supervisor for an Employee with Direct Reports .... 10

Test Steps – Employment Termination for an Employee without Direct Reports ................. 12

Test Steps – Employment Termination for an Employee with Direct Reports ....................... 13

Test Steps – End of Assignment .............................................................................................. 14

Test Steps – Probation Extension ............................................................................................ 15

Test Steps – Probation Completion ......................................................................................... 16

Test Steps – Salary Change ..................................................................................................... 17

Test Steps – Submit Bonus Request ........................................................................................ 18

Test Steps – Submit Special Allowance Request ..................................................................... 19

Test Steps – View Personal Information ................................................................................. 20

Test Steps – Change Phone Number and Address Information .............................................. 21

Test Steps – View Assignment & Salary Information ............................................................ 23

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Test Steps – Test Security Test Employee:

Test Effective Date:

Step Test Name Action or Path Specific Data Usage Expected Results Actual Results Resolution

1. Test Security CIT Employee Data Administration> Add New Student Assignment

People in Hierarchy Page Opens

2. Test Security Review Supervisor Hierarchy Data

All records where you are listed as the Supervisor will appear on the People in Hierarchy page. If there are any missing records or any extra records that are not correct, the Oracle record will need to be corrected. Review the employee’s data using View My Employee Assignment Information. Then submit change requests using Change Org, Supervisor, or Timecard Approver.

3. Test Security Test Advanced Search § Click Advanced Search Link

Advanced Search Page Open

4. Test Security Search for all records in the Caltech Business Group

§ In the “Add Another” field Select “Business Group”

§ Click Add § In the “Business Group”

field enter “Caltech” § Tab out of the Business

Group field § Click Go to run the search

All records that you currently have access to through CIT Employee Data Administration will appear. This list should match those records you currently have access to in EPAN.

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5. Test Security Search for all records in your department

§ In the “Add Another” field Select “Department”

§ Click Add § In the “Department” field

enter your department § Tab out of the Department

field § Click Go to run the search

§ Repeat for all of your

Departments

All records in your Department that you currently have access to through CIT Employee Data Administration will appear. This list should match those records you currently have access to in EPAN.

6. Test Security Return to the People in Hierarchy Page

§ Click on the People in Hierarchy link (top left)

7. Test Security Test Last Name Search § In the Last Name field - Enter the Last Name of an Employee who you SHOULD have access to

§ Click Search

Employee record should appear

8. Test Security Test Last Name Search § In the Last Name field - Enter the Last Name of an Employee who you SHOULD NOT be able to access

§ Click Search

Employee Record should not appear Other employees with the same last name may appear

9. Test Security Return to the People in Hierarchy Page

§ Click on the People in Hierarchy link (top left)

10. Test Security Return to the CIT Employee Data Administration Menu

§ Click Home

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Test Steps – Add New Student Assignment Test Employee:



11. Add New Student Assignment CIT Employee Data Administration> Add New Student Assignment


12. Add New Student Assignment Search for Desired Employee Record

§ Click Action Button

Extra Information Page Opens

13. Add New Student Assignment § Click to Add New Student Assignment Button

SSHR New Assignment Form Opens

14. Add New Student Assignment Enter New Student Assignment Information

§ Assignment Start Date § Assignment End Date § Organization § Job § Career Level § Grade § Payroll § Salary Type § Salary Amount § Standard Hours § Assignment Status § Change Reason

§ Click Apply


15. Add New Student Assignment § Click Next

Review Page Opens

16. Add New Student Assignment Review Data Change § Review Current and Proposed data fields

§ Review Effective Date § Enter Comments § Click Submit

Confirmation Page Opens

17. Add New Student Assignment Confirmation Page § Click Home Return to CIT Employee Data Administration Responsibility

Test Completed Successfully Y/N:

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Test Steps – Change in Hours Test Employee:



18. Change in Hours CIT Employee Data Administration>Change in Hours


19. Change in Hours Search for Desired Employee Record


Effective Date Options Page Opens

20. Change in Hours Select Desired Effective Date Note – Effective Date should be first day of a New Payroll Period

§ Select Date § Click Next

Assignment Page Opens

21. Change in Hours Enter Change in Hours Details § Standard Working Hours § Frequency = Week § Select New Change Reason § Assignment Category § Click Next

Review Page Opens

22. Change in Hours Review Data Change § Review Current and Proposed data fields


All Changes Highlighted by Blue Dot Confirmation Page Opens

23. Change in Hours Confirmation Page § Click Home Return to CIT Employee Data Administration Responsibility


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Test Steps – Change Organization, Supervisor, and Timecard Approver Test Employee:



1. Change Organization, Supervisor, and Timecard Approver

CIT Employee Data Administration> Change Org, Supervisor, or Timecard Approver



Search for Desired Employee Record




Select Desired Effective Date Note – Effective Date should be first day of a New Payroll Period




Enter Organization and Timecard Approver Details

§ Organization Name § Timecard Approver § Select New Change Reason § Click Next

Change Manager Page Opens


Enter Supervisor and Direct Reports Details

§ Supervisor Name § New Direct Report § Click Add Another Row (if

necessary) § Click Next

Review Page Opens


Review Data Change § Review Current and Proposed data fields




Confirmation Page § Click Home Return to CIT Employee Data Administration Responsibility


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Test Steps – Change Supervisor and Timecard Approver Test Employee:



1. Change Supervisor and Timecard Approver












Enter Timecard Approver Details § Timecard Approver § Select New Change Reason § Click Next



Enter Supervisor and Direct Reports Details

§ Supervisor Name § New Direct Report § Click Add Another Row (if

necessary) § Click Next

Review Page Opens








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Test Steps – Change Organization for an Employee without Direct Reports Test Employee:



1. Change Organization CIT Employee Data Administration> Change Org, Supervisor, or Timecard Approver


2. Change Organization Search for Desired Employee Record (someone with no direct reports)



3. Change Organization Select Desired Effective Date Note – Effective Date should be first day of a New Payroll Period



4. Change Organization Enter Organization Details § Organization Name § Select New Change Reason § Click Next


5. Change Organization No Data Changes on this Page § Click Next Review Page Opens

6. Change Organization Review Data Change § Review Current and Proposed data fields



7. Change Organization Confirmation Page § Click Home Return to CIT Employee Data Administration Responsibility


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Test Steps – Change Organization and Supervisor for an Employee with Direct Reports Test Employee:



1. Change Organization and Supervisor for an Employee with Direct Reports




Search for Desired Employee Record (someone with direct reports)








Enter Organization Details § Organization Name § Select New Change Reason § Click Next



Enter New Supervisor for Employee

§ Enter Supervisor


Enter New Supervisor for Old Direct Reports

§ Enter New Supervisor for Direct Reports


Enter New Direct Reports § Enter New Direct Reports § Click Add Another Row (if

necessary) § Repeat as Necessary § Click Next

Review Page Opens





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Test Steps – Employment Termination for an Employee without Direct Reports Test Employee:



1. Employment Termination CIT Employee Data Administration>Employment Termination


2. Employment Termination Search for Desired Employee Record



3. Employment Termination Select Desired Effective Date § Select Date § Click Next


4. Employment Termination Enter Termination Details § Select Termination Reason § Enter Termination

Comments § Click Next

Review Page Opens

5. Employment Termination Review Data Change § Review Current and Proposed data fields



6. Employment Termination Confirmation Page § Click Home Return to CIT Employee Data Administration Responsibility


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Test Steps – Employment Termination for an Employee with Direct Reports Test Employee:



1. Employment Termination for an Employee with Direct Reports

CIT Employee Data Administration>Employment Termination







Select Desired Effective Date § Select Date § Click Next



Enter Termination Details § Select Termination Reason § Enter Termination

Comments § Click Next



Assign New Supervisor to Old Direct Reports

§ Enter New Supervisor § Click Next

Review Page Opens








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Test Steps – End of Assignment Test Employee:



1. End of Assignment CIT Employee Data Administration>End of Assignment


2. End of Assignment Search for Desired Employee Record



3. End of Assignment Select Desired Effective Date § Select Date § Click Next


4. End of Assignment Enter Assignment Details § Assignment Status § Select New Change Reason § Click Next

Review Page Opens

5. End of Assignment Review Data Change § Review Current and Proposed data fields



6. End of Assignment Confirmation Page § Click Home Return to CIT Employee Data Administration Responsibility


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Test Steps – Probation Extension Test Employee:



1. Probation Extension CIT Employee Data Administration>Probation Extension or Completion


2. Probation Extension Search for Desired Employee Record



3. Probation Extension Select Desired Effective Date Note – Effective Date should be the date you are submitting the Probation Extension request



4. Probation Extension Enter Assignment Details § Reason for Probation Extension

§ Enter New Probation End Date

§ Click Next

Review Page Opens

5. Probation Extension Review Data Change § Review Current and Proposed data fields



6. Probation Extension Confirmation Page § Click Home Return to CIT Employee Data Administration Responsibility


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Test Steps – Probation Completion Test Employee:



1. Probation Completion CIT Employee Data Administration>Probation Extension or Completion


2. Probation Completion Search for Desired Employee Record



3. Probation Completion Select Desired Effective Date Note – Effective Date should be the Probation Completion Date



4. Probation Completion Enter Assignment Details § Reason for Probation Completion

§ Click Next

Review Page Opens

5. Probation Completion Review Data Change § Review Current and Proposed data fields



6. Probation Completion Confirmation Page § Click Home Return to CIT Employee Data Administration Responsibility


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Test Steps – Salary Change Test Employee:



1. Salary Change CIT Employee Data Administration> Salary Change


2. Salary Change Search for Desired Employee Record



3. Salary Change Select Desired Effective Date Note – Effective Date should be first day of a New Payroll Period


Pay Rate Page Opens

4. Salary Change Enter New Salary Information § Select Single/Multiple Pay Rate Change

§ Select Rate Change Reason § Enter Rate Change

o Change Amount o Percent Change o New Amount

§ Click Next

Review Page Opens

5. Salary Change Review Data Change § Review Current and Proposed data fields



6. Salary Change Confirmation Page § Click Home Return to CIT Employee Data Administration Responsibility


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Test Steps – Submit Bonus Request Test Employee:



1. Submit Bonus Request CIT Employee Data Administration> Submit Bonus Request


2. Submit Bonus Request Search for Desired Employee Record



3. Submit Bonus Request Start Bonus Request § Click to Add in the SSHR Bonus Request Section

SSHR Bonus Request Form Opens

4. Submit Bonus Request Enter Bonus Request Information § Effective Date § Bonus Type § Amount § Gross or Net

§ Click Apply


5. Submit Bonus Request § Click Next

Review Page Opens

6. Submit Bonus Request Review Data Change § Review Current and Proposed data fields



7. Submit Bonus Request Confirmation Page § Click Home Return to CIT Employee Data Administration Responsibility


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Test Steps – Submit Special Allowance Request Test Employee:



1. Submit Special Allowance Request

CIT Employee Data Administration> Submit Special Allowance Request





Compensation Type Page Opens


Start Special Allowance Request § Select Special Allowance Radio Button

§ Click Next

Compensation Details Page Opens


Enter Special Allowance Request Information

§ Amount § Start Date § End Date § Comments

§ Click Apply

Review Page Opens








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Test Steps – View Personal Information Test Employee:



1. View Personal Information, Emergency Contacts

CIT Employee Data Administration> View and Change My Employee Personal Information





View and Change My Employee Personal Information Page Opens


Review Personal Information § Review Basic Details § Review Phone Numbers § Review Main Address § Review Other Address (if

applicable) § Click Home

Return to CIT Employee Data Administration Responsibility


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Test Steps – Change Phone Number and Address Information Test Employee:



1. Change Phone Number and Address Information

CIT Employee Data Administration> View and Change My Employee Personal Information





View and Change My Employee Personal Information Page Opens


Update Phone Numbers § Click Update in Phone Numbers Section of the page

Phone Numbers: Enter and Maintain Page Opens


Change Current Number § Change the Type and/or

Number Enter a New Number

§ Click Add Another Row (if necessary)

§ Select Type § Enter Number

§ Click Next

Review Screen Opens


Review Phone Information § Review Phone Numbers Changes

§ Click Submit § Click Return to Overview



Confirmation Page § Click Return to Overview


Update Main Address § Click Update in the Main Address Section of the page

Choose Option Page Opens

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§ Select “Correct” if you are changing an address that was never accurate

§ Select “Enter new…” if the employee has moved to a new address

§ Click Next

Address Page Opens


Enter Address Details § Effective Date § Select Type § Address Line 1 § Address Line 2 § Address Line 3 § City § State § Zip § County

§ Click Next

Review Page Opens


Review Address Information § Review Address Fields § Click Submit



Confirmation Page § Click Return to Overview


Personal Information Page § Click Back to select another employee

§ Click Home to Return to CIT Employee Data Administration Page


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Test Steps – View Assignment & Salary Information Test Employee:



1. View Assignment & Salary Information

CIT Employee Data Administration> View Assignment & Salary Information




§ Click on Employee Name to select an Employee to View

Detailed Historical Assignment Information Opens


Review Assignment Information § Click on “Show” Link to view more details about a specific Assignment

§ Click on Salary Link to view Salary Information

Detailed Historical Salary Information Opens


Review Salary History § Click on “My Employee Information” to return to the employee search page

§ Click Home to Return to CIT Employee Data Administration Page


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