Projects:Humancapitalmanagement/Employee Information Management/Test Cases

   NOTE: This test cases are not up to date! Updated test cases can be found at [Testlink]

Test cases for the Employee Information Management - Common module. This module is part the Human Capital Management extension module. This test cases will verify that the module accomplishes with all the requirements described in the Functional Specification.

This test cases have being prepared to be tested with Small Bazaar sample data.

The structure for the test cases is:

• Short description
• Additional data
• Steps
• Issues to verify

Contents 1 Module Installation 1.1 1.Install Module 2 Module Setup 2.1 1. Defaults setup 2.2 2. Create Salary Categories 2.3 3. Create Positions 2.4 4. Create Contract types 2.5 5. Create Teams 2.6 6. Insert Employee Headers (Managers) 2.7 7. Assign Managers to Teams 3 Employee Creation 3.1 1. Create Employee Header 3.2 2. Create Contact Information for Employee 3.3 3. Create Location/Address for Employee 3.4 4. Create Bank Information for Employee 3.5 5. Create Employment Information for Employee 3.6 6. Create Family Member for Employee 3.7 7. Create Operational Resource information for Employee 4 Modifications on current employee 4.1 1.Employee is promoted to manager 4.2 2.Employee changes organization 4.3 3.Employee changes team 4.4 4.Employee changes salary category 4.5 5.Employee changes position 4.6 6.Employee changes commitment from part time to full time 4.7 7.Employee Leaves company 5 Module Uninstallation 5.1 1.Uninstall Module

Module Installation

  NOTE: This test cases are not up to date! Updated test cases can be found at [Testlink]

1.Install Module

• Short Description: Install the Human Capital Management Module in Openbravo 2.50.

• Steps
  • Enter the application as System Administrator
  • Go to General Setup || Application || Module Management || Module Management.
  • Go to add modules tab.
  • Search for the HCM module.
  • Click on install now.
  • In the pop up window click on OK.
  • Accept the license and press OK button again.
  • The installed modules tab will be automatically open. Click on "Changes pending, rebuilt now" link and wait till the module is installed.

• Issues to verify:
  • Check that there is no error in the installation log.
  • Using a SQL Client, connect to the Database, verify that the tables were created. The tables have HCMC prefix.
  • Verify that columns have been added to
    • c_bpartner
    • c_bp_bankaccount
    • c_bp_location
    • c_salary_category
  • Login with openbravo admin role and check that the Human Capital Management is there.
  • Check that the menu looks like the mock up provided in the Functional Specification.

Module Setup

1. Defaults setup

• Short Description: Create default setup records.

• Steps
  • Login as Openbravo/openbravo
  • Click on icon "user info" and select role "Openbravo Admin".
  • Insert two Business Partner Categories:
    • Go to Master Data Management || Business Partner Setup || Business Partner Category
    • Click New and fill the mandatory fields. Search key: EMP. Name: Employee. Save.
    • Click New and fill the mandatory fields. Search key: EMP2. Name: Employee2. Save.
  • Go to Human Capital Management || Setup || Defaults
  • Click new and fill the mandatory fields:
    • Organization: *
    • Employee Category: Employee
  • Save
  • Click new and fill the fields:
    • Organization: A
    • Employee Category: Employee2
    • Form of Payment: On credit
    • Payment Terms: Immediate
    • Price List: General Sales
• Issues to verify: Verify that there are two records in the defaults window.

2. Create Salary Categories

• Short Description: Create three new salary categories. One of them with costs.

• Steps
  • Go to Human Capital Management || Setup || Salary Category
  • Click new and fill the mandatory fields:
    • Organization: *
    • Name: SC1
    • From Amount: 10
    • To Amount: 20
  • Click new and fill the mandatory fields:
    • Organization: A
    • Name: SC2
    • From Amount: 15
    • To Amount: 20
  • Click new and fill the mandatory fields:
    • Organization: B
    • Name: SC3
    • From Amount: 15
    • To Amount: 25
  • Go to Cost tab.
  • Click on new and fill:
    • Cost: 1
    • Cost UOM: Percentage
    • Starting date: Today.

• Issues to verify:

3. Create Positions

• Short Description: Create three new salary categories. Map the salary categories with the organizations and positions.

• Steps
  • Go to Human Capital Management || Setup || Position
  • Click new and fill the mandatory fields:
    • Organization: *
    • Name: Position *
  • Go to Salary Category tab
  • Click on new and check:
    • Every salary category is available. Select SC*.
    • Every organization is available. Select *.
  • Click on new and select:
    • Organization: *
    • Salary Category: SCA
  • Go back to Positions tab.
  • Click new and fill the mandatory fields:
    • Organization: *
    • Name: Position2 *
  • Go to Salary Category tab
  • Click new and fill the mandatory fields:
    • Organization: *
    • Salary Category: SC*
  • Click new and fill the mandatory fields:
    • Organization: A - Check that only SCA and SC* are available
    • Salary Category: SCA
  • Click new and fill the mandatory fields:
    • Organization: B - Check that only SCB and SC* are available
    • Salary Category: SCB
  • Go back to Positions tab.
  • Click new and fill the mandatory fields:
    • Organization: *
    • Name: Position B
  • Go to Salary Category tab
  • Check that only organizations in B's natural tree are available
  • Check that only SC* and SCB are available
  • Click new and fill the mandatory fields:
    • Organization: B
    • Salary Category: SCB
  • Click new and fill the mandatory fields:
    • Organization: * - Check that now all the Salary Categories are available
    • Salary Category: SCA
• Issues to verify:
  • The combos are filled with the corresponding information depending on the organizations.

4. Create Contract types

• Short Description: Create a few contract types.

• Steps
  • Go to Human Capital Management || Setup || Contract type
  • Click new and fill the mandatory fields:
    • Organization: *
    • Name: temporary
  • Click new and fill the mandatory fields:
    • Organization: *
    • Name: permanent

• Issues to verify:

5. Create Teams

• Short Description: Create a few teams.

• Steps
  • Go to Human Capital Management || Setup || Team
  • Click new and fill the mandatory fields:
    • Organization: *
    • Name: MyCompany
    • Summary Level: Checked.
  • Click new and fill the mandatory fields:
    • Organization: *
    • Name: Product Development
    • Summary Level: Checked.
  • Click on the tree icon in the tool bar and locate the new organization inside "myCompany" folder.
  • Click new and fill the mandatory fields:
    • Organization: *
    • Name: Logistic and Service
    • Summary Level: Checked.
  • Click on the tree icon in the tool bar and locate the new organization inside "myCompany" folder.
  • Click new and fill the mandatory fields:
    • Organization: *
    • Name: Maintenance
    • Summary Level: Not checked
  • Click on the tree icon in the tool bar and locate the new organization inside "Logistic and Service" folder.

• Issues to verify:

6. Insert Employee Headers (Managers)

• Short Description: Insert a few basic employees that will be managers of teams.

• Steps
  • Go to Human Capital Management || Employee
  • Click on new and fill
    • Fist Name: Lucy
    • Last Name: Dodds
  • Click on new and fill
    • Fist Name: Tom
    • Last Name: White
  • Click on new and fill
    • Fist Name: John
    • Last Name: Hanks
  • Click on new and fill
    • Fist Name: Hannah
    • Last Name: Burton
• Issues to verify:

7. Assign Managers to Teams

• Short Description: Assign Managers to previously created teams

• Steps
  • Go to Human Capital Management || Setup || Team
  • Select record where team name: "myCompany".
  • Click on "assign manager" button.
  • In the popup window fill:
    • Manager: Lucy Dodds
    • StartDate: Today
  • Select record where team name: "Logistics and Service".
  • Click on "assign manager" button.
  • In the popup window fill:
    • Manager: Tom White
    • StartDate: Today
  • Select record where team name: "Maintenance".
  • Click on "assign manager" button.
  • In the popup window fill:
    • Manager: John Hanks
    • StartDate: A year ago
  • Click on "assign manager" button again.
  • In the popup window fill:
    • Manager: Hannah Burton
    • StartDate: Today

• Issues to verify:
  • For each team, go to Manager Historical tab and check that the record has being created and is not editable.
  • For the team named Maintenance, check that there are two records.
    • Check that the record where John Hanks in manager, the end date is today.

Employee Creation

1. Create Employee Header

• Short Description: Create a new employee

• Steps
  • Go to Human Capital Management || Employee
  • Create new and fill mandatory fields:
  • Search key: MGA
  • Employee Number: 5
  • First Name: Monica
  • Middle Name: Sara
  • Last Name: Garcia
  • ID: 101010101010
  • Country: Mexico
  • Gender: Female
  • Status: Current Employee

• Issues to verify:
  • Known as field is filled automatically with: Monica Sara Garcia.
  • Click on new and verify that suggested employee number is 6.

2. Create Contact Information for Employee

• Short Description: Create a few contact registers for the employee.

• Steps
  • Go to contact tab.
  • Click on new and fill:
    • Contact type: Phone
    • Contact: 00000000
    • Business Contact: Check it.
  • Click on the 'make default' button and verify that the default field is checked.
  • Save
  • Click on new and fill:
    • Contact type: Phone
    • Contact: 55555555
    • Business Contact: Check it.
  • Click on the 'make default' button and verify that the default field is checked.
  • Save
  • Click on new and fill:
    • Contact type: Email
    • Contact: aaaa@aaaa
    • Business Contact: Check it.
  • Click on the 'make default' button and verify that the default field is checked.
  • Save
  • Click on new and fill:
    • Contact type: Email
    • Contact: bbbb@bbbb
    • Business Contact: Do not check it.
  • Click on the 'make default' button and verify that the default field is checked.
  • Save

• Issues to verify:
  • Go to grid view and check that only the second phone contact is set to default.
  • Go to grid view and check that both emails are set to default.

3. Create Location/Address for Employee

• Short Description: Create a few location registers for the employee.

• Steps
  • Go to Location/Address tab.
  • Click on new and fill:
    • Location: Fill the field in the popup.
    • Business Location: Do not check it.
  • Click on make default button. Verify that the default field is checked.
  • Click on new and fill:
    • Location: Fill the field in the popup with different values.
    • Business Location: Do not check it.
  • Click on make default button. Verify that the default field is checked.

• Issues to verify:
  • Verify that only the second location is the default location

4. Create Bank Information for Employee

• Short Description: Create a few bank registers for the employee.

• Steps
  • Go to Bank Information tab.
  • Click on new and fill:
    • Account Name: Primary Account
    • Account Number: 00000000000000000000
    • Bank Name: Hello Bank
    • Account type: Domestic
  • Click on make default button. Verify that the default field is checked.
  • Click on new and fill:
    • Account Name: Secondary Account
    • Account Number: 5555555555555555555
    • Bank Name: Goodbye Bank
    • Account type: International
    • IBAN: 77777777777777777
  • Click on make default button. Verify that the default field is checked.

• Issues to verify:
  • Verify that only the second bank account is default.

5. Create Employment Information for Employee

• Short Description: Create a two employment information registers for the employee. One with information of the past year, and one with recent information.

• Steps
  • Go to Employment Information tab.
  • Click on new and fill the fields:
    • Organization: *
    • Position: Maintenance Mechanic
    • Salary Category: SC1
    • Team: Maintenance
    • Contract Type: Permanent
    • Effective from: A year ago
  • Click on complete.
  • Click on new and check that the fields are filled with the previous registers data. Fill:
    • Full/Part time: Part time.
    • Standard Hours: 20
    • Work Period: Monthly
    • Effective from: Today.
  • Click on new. This should not be possible because there is already a document with draft status.
  • Complete the current record.

• Issues to verify:
  • Check that only the positions of the selected organizations are available in the drop down.
  • Check that only the salary categories related to the position in the selected organization are available.
  • Check that 'Standard hours' and 'Work Period' fields are displayed if part time is selected.
  • Check that once the complete button is pressed the registers status is turned to complete.
  • Check that when the second register is complete, the previous registers status is 'historic'.
  • Check that the previous records end date is equal to the actual records start date.

6. Create Family Member for Employee

• Short Description: Create a family member register for the employee.

• Steps
  • Go to family Member tab.
  • Click on new and fill the mandatory fields:
    • First Name: Peter
    • Last Name: Green
    • Relation: Child

• Issues to verify:
  • Verify that the Known As field is populated.
  • Change the Known As field to Pedro Green.
  • Change the First Name field to Pedrito.
  • Verify that the Known As field remains unchecked.

7. Create Operational Resource information for Employee

• Short Description: Set the employee as an Operational Resource

• Steps
  • Go to Operator tab.
  • Click on new.
  • Check the operator field.
  • Go to the cost salary category tab.
  • Click on new and fill the mandatory fields:
    • Cost Salary Category: ---
    • Starting date: Today.
• Issues to verify:

Modifications on current employee

1.Employee is promoted to manager

• Short Description: An employee is promoted to manager.

• Steps
  • Go to Human Capital Management || Setup || Team
  • Select "Logistic and Service" team
  • Click on assign button
  • On the pop up window enter:
    • Manager: Hannah Burton
    • Effective From: Tomorrow

• Issues to verify:
  • Go to Manager History tab and check that the end date for the previous manager has been set.

2.Employee changes organization

• Short Description: An employee's organization changes.

• Steps
  • Go to Human Capital Management || Employee
  • Select Monica Sara Garcia
  • Go to employment information tab
  • Click on new.
  • Check that the record is filled with the previous information
  • Change the organization to 'B'.
  • Check that the same value remains in the employment information and salary category tab.

• Issues to verify:
  • Check that 'Maintenance Mechanic Supervisor' position is not available in the drop down list.

3.Employee changes team

• Short Description: An employee is assigned to another team.

• Steps
  • Go to Human Capital Management || Employee
  • Select Monica Sara Garcia
  • Go to employment information tab
  • Click on new.
  • Check that the record is filled with the previous information
  • Change the team to 'Product Development'
  • Save
  • Check that an error message is displayed because the team has no manager assigned.
  • Change team to 'Logistic and Service'.
  • Save.

• Issues to verify:

4.Employee changes salary category

• Short Description: An employee is promoted to a different salary category

• Steps
  • Go to Human Capital Management || Employee
  • Select Monica Sara Garcia
  • Go to employment information tab
  • Click on new
  • Check that the record is filled with the previous information
  • Select Salary Category: SC1.
  • Save.

• Issues to verify:
  • Check that the available salary categories are: SC1 and SC3

5.Employee changes position

• Short Description: An employee starts working on a different position.

• Steps
  • Go to Human Capital Management || Employee
  • Select Monica Sara Garcia
  • Go to employment information tab
  • Click on new
  • Check that the record is filled with the previous information
  • check that the only position available is Maintenance Mechanic.
  • Change organization to 'A'.
  • Check that the positions available are Maintenance Mechanic and Maintenance Mechanic Supervisor.
  • Select Maintenance Mechanic Supervisor.
  • Check that the Salary category has changed to SC2.
  • Check that the only available Salary Category is SC2.
  • Save.

• Issues to verify:

6.Employee changes commitment from part time to full time

• Short Description: An employee start working full time. The employee was previously working part time.

• Steps
  • Go to Human Capital Management || Employee
  • Select Monica Sara Garcia
  • Go to employment information tab
  • Click on new
  • Check that the record is filled with the previous information
  • Select full time.
  • Save

• Issues to verify:
  • Check that Standard Hours and Work Period fields are not displayed anymore.
  • Check that Standard Hours and Work Period fields are set to null. This can be check like this:
    • Using a SQL Client, connect to the Database. Perform this query:
      • Select standarhours, workperiod from HCMC_emp_jobinformation j, C_BParner e where e.c_bpartner_id=j.c_bpartner_id and e.EM_HCMC_KNOWNAS like '%Monica Sara Garcia%'
      • Check that the result is null.

7.Employee Leaves company

• Short Description: An employee stops working for the company.

• Steps
  • Go to Human Capital Management || Employee
  • Select record where employee name is Monica Sara Garcia.
  • Set "status field" to former employee.
  • Set exit date to tomorrow.
  • Save

• Issues to verify:
  • Check that exit date is displayed and set to today by default.

Module Uninstallation

1.Uninstall Module

• Short Description: Uninstall the Human Capital Management Module in Openbravo 2.50.

• Steps
  • Enter the application as System Administrator
  • Go to General Setup || Application || Module Management || Module Management.
  • Go to installed modules tab. Select the Human Capital Management Module.
  • Click on the Uninstall selected button.
  • Click on the link "Changes pending, rebuild now".
  • Wait till the module is uninstalled.

• Issues to verify:
  • Check that there is no error in the uninstallation log.
  • Using a SQL Client, connect to the Database, verify that the tables have being deleted. The tables had HCMC prefix.
  • Verify that columns with EM_HCMC_ prefix have been deleted from the following tables:
    • c_bpartner
    • c_bp_bankaccount
    • c_bp_location
    • c_salary_category
  • Login with openbravo admin role and check that the Human Capital Management is not there anymore.