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    3 Defining Enrollment Requirements For A Compensation Workbench Plan - TEST

    Uploaded by

    FerasHamdan
    This document describes test procedures for defining enrollment requirements for a compensation workbench plan. It outlines 73 steps to configure settings like the enrollment method, available dates, budgets, performance ratings, and more. Upon completing all steps, the test is expected to successfully define the enrollment requirements.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    3 Defining Enrollment Requirements For A Compensation Workbench Plan - TEST

    Uploaded by

    FerasHamdan
    38 views9 pages
    This document describes test procedures for defining enrollment requirements for a compensation workbench plan. It outlines 73 steps to configure settings like the enrollment method, available dates, budgets, performance ratings, and more. Upon completing all steps, the test is expected to successfully define the enrollment requirements.

    Original Description:

    Original Title

    3 Defining Enrollment Requirements for a Compensation Workbench Plan_TEST

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    © © All Rights Reserved

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    This document describes test procedures for defining enrollment requirements for a compensation workbench plan. It outlines 73 steps to configure settings like the enrollment method, available dates, budgets, performance ratings, and more. Upon completing all steps, the test is expected to successfully define the enrollment requirements.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    38 views9 pages

    3 Defining Enrollment Requirements For A Compensation Workbench Plan - TEST

    Uploaded by

    FerasHamdan
    This document describes test procedures for defining enrollment requirements for a compensation workbench plan. It outlines 73 steps to configure settings like the enrollment method, available dates, budgets, performance ratings, and more. Upon completing all steps, the test is expected to successfully define the enrollment requirements.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 9

    Test Document

    Defining Enrollment Requirements for a Compensation Workbench Plan

    Purpose of Test

    Test History
    Date Tester Test Notes Results

    Time to Test
    Estimated Time
    Actual Time

    Test Setup

    Last changed on:11/14/2018 10:51:00 AM Page 1


    Test Document

    Test Procedure

    Step Action Expected Results Test Step Notes Results


    1. Begin by navigating to the Plan
    Enrollment Requirements page.

    Click the vertical scrollbar.

    2. Click the vertical scrollbar.


    3. Click the US Super HRMS
    Manager, Vision Corporation
    link.
    4. Click the vertical scrollbar.

    5. Click the Total Compensation link.

    Page 2 Last changed on:11/14/2018 10:51:00 AM


    Test Document

    Step Action Expected Results Test Step Notes Results


    6. Click the Programs and Plans link.

    7. Click the Plan Enrollment


    Requirements link.

    8. Use the Plan Enrollment


    Requirements page to define the
    scheduled availability period for a
    Compensation Workbench plan and
    to establish certain budget and
    worksheet properties.

    You can also use the Plan


    Enrollment Requirements page to
    define electability requirements for
    employee benefits plans.
    Compensation Workbench plans use
    only a subset of the features
    available on this page.

    Step Action Expected Results Test Step Notes Results


    9. Click in the Plan field.
    10. Press [F11].

    Last changed on:11/14/2018 10:51:00 AM Page 3


    Test Document

    Step Action Expected Results Test Step Notes Results


    11. Enter the desired information into
    the Plan field. Enter a valid value
    e.g. "VC Global Combination
    Plan".
    12. Press [Ctrl+F11].
    13. Click the Enrollment Method
    button.

    14. Click the Explicit list item.


    15. Click the OK button.

    or Press [Alt+O].

    Step Action Expected Results Test Step Notes Results


    16. Click the Correction button.

    or Press [Alt+C].

    Page 4 Last changed on:11/14/2018 10:51:00 AM


    Test Document

    Step Action Expected Results Test Step Notes Results


    17. Click the Save button.

    18. Click the Timing tab.

    19. Click the Enrollment Type list.

    20. Click in the Start field.

    21. Enter the desired information into


    the Start field. Enter a valid value
    e.g. "01-JAN-2018".
    22. Click in the End field.

    23. Enter the desired information into


    the End field. Enter a valid value
    e.g. "31-DEC-2018".
    24. Click in the Assigned Life Event
    Date field.

    Last changed on:11/14/2018 10:51:00 AM Page 5


    Test Document

    Step Action Expected Results Test Step Notes Results


    25. This is the date plan design and
    person data for eligibility/rate
    calculations will
    be checked.

    Enter the desired information into


    the Assigned Life Event Date field.
    Enter a valid value e.g. "01-JAN-
    2018".
    26. Click the Life Event list.

    27. Click the VC Global Combination


    list.
    28. Click the OK button.

    or Press [Alt+O].
    29. Click the Close Enrollment Date
    list.

    30. Click the When Elections are


    made list item.
    31. Click the OK button.

    or Press [Alt+O].
    32. Click in the Year Period field.
    33. Click the General list.

    34. Click the Coverage list item.

    35. Click in the Enrollment Coverage


    Start Date: Code field.
    36. Enter the desired information into
    the Enrollment Coverage Start
    Date: Code field. Enter a valid
    value e.g. "Event".
    37. Click in the Enrollment Coverage
    End Date: Code field.
    38. Enter the desired information into
    the Enrollment Coverage End
    Date: Code field. Enter a valid
    value e.g. "1 Day Before Event".

    Page 6 Last changed on:11/14/2018 10:51:00 AM


    Test Document

    Step Action Expected Results Test Step Notes Results


    39. Click the Coverage list.

    40. Click the Budget list item.

    41. Always check this flag if using


    budgets. This flag allows you to
    enter information on
    this region.

    Click the Uses Budget option.

    42. Click the Preserve Budget Column


    list.

    43. Click the Store Budgets as


    Percentages list item.
    44. This method allows you to easily
    transfer employees from one
    manager to the next without a
    higher level manager redistributing
    the budgets.
    45. Click the OK button.

    or Press [Alt+O].
    46. Click the Budget list.

    47. Click the Hierarchy list item.

    48. Click the Hierarchy Type list.

    49. Click the Supervisor Hierarchy list


    item.
    50. Click the OK button.

    or Press [Alt+O].
    51. Click the Approval Mode list.

    Last changed on:11/14/2018 10:51:00 AM Page 7


    Test Document

    Step Action Expected Results Test Step Notes Results


    52. Click the OK button.

    or Press [Alt+O].
    53. Click the Performance Type to
    Use list.

    54. Click the Performance list item.


    55. Click the OK button.

    or Press [Alt+O].
    56. Click in the New Ratings Become
    Effective field.

    57. Enter the desired information into


    the New Ratings Become Effective
    field. Enter a valid value e.g. "01-
    DEC-2018".
    58. Click the Performance list.

    59. Click the Miscellaneous list item.

    60. In the Self Service Update Period


    region, enter the date range for
    which a manager can access and
    update worksheets.
    61. Click in the Start field.

    62. Enter the desired information into


    the Start field. Enter a valid value
    e.g. "01-JAN-2018".
    63. Click in the End field.

    64. Enter the desired information into


    the End field. Enter a valid value
    e.g. "31-DEC-2018".

    Page 8 Last changed on:11/14/2018 10:51:00 AM


    Test Document

    Step Action Expected Results Test Step Notes Results


    65. Click the Default Access to Tasks
    list.

    66. Click the OK button.

    or Press [Alt+O].
    67. Click in the Assignment Changes
    Become Effective field.

    68. Enter the desired information into


    the Assignment Changes Become
    Effective field. Enter a valid value
    e.g. "01-DEC-2018".
    69. Click the Salary Change Reason
    button.

    70. Point to the Periodic Review list


    item.
    71. Click the OK button.

    or Press [Alt+O].
    72. Click the Save button.

    73. You have successfully defined


    enrollment requirements for a
    compensation workbench plan.
    End of Procedure.

    Additional Validation

    Last changed on:11/14/2018 10:51:00 AM Page 9

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