964058dd-c3d2-4d02-b866-60babcd3dd5b.xlsx
Directions to test the Salary Update Document in HRMS:
Report issues or complications in the testing JIRA site:
Please use this website for testing: https://qual.its.utexas.edu/hrms/home.WBX https://issues.ecs.utexas.edu/jira/browse/HRMSQA
Go to the Tools section tab in the top, right nav bar
Click on the Create Salary Update document link
This is the first page of the document, and you can follow the actions from here.
Please also perform duplications of real-world scenarios for your campus in the test environment.
Test Case Ideas:
Results -
Creating a Salary Update Document - Classified Pass/Fail Notes/Comments
On the SUD's first page, you'll see some brief directions to follow
Fill in the Reports To Unit code with a unit you are authorized to work with, and check that your Creator Desk
is correct.
Choose CLASSIFIED as the position category and click "List Positions"
Confirm that positions display; sorting works and that you can click and un-click position options
Click Select All and Clear All Selections - confirm this works
Select some positions you want to apply Salary changes to for these tests
After selecting your positions, click, "Create Salary Update Document"
Salary Update Document -- Classified
Confirm that you see Adjust Base Pay section; a Permanent Addtl Pay section and Doc Review on the left nav
You will automatically start on the Adjust Base Pay section
Confirm that the positions you selected are there, and that you see Name, Position ID, Job Title, HRMS Current
8/31 Rate & BUD 09/01 Budgeted Rate & SUD 09/01 Recommended Rate
The 9/1 Recommended salary, Amt Change, and Pct Change columns will be updated when you make changes
by clicking the Edit link under Actions
Click the blue History arrow icon and test the functionality
Choose a position and click the Edit link in the Actions column
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Add a Base Pay Adjustment - Click Save - Confirm that the appropriate fields update with your change
Ensure that the only pay types you have available are:
Merit
Equity/Structural Adjustment
Permanent Additional Duties
Trainee Increase
Bring to Minimum
Counter Offer
Across the Board **Note - only Across the Board and Bring to Minimum will be available to the Budget Offices
and/or as appropriate for your campus.
Use the Allocation calculator to determine your appropriate rate/amount. Ensure that these are updating and
working correcting according to your own calculations.
Click Save.
Add another pay type by clicking the Add Pay Type link below Type in this section
Enter remarks as needed.
Click Save and Cancel in different scenarios and confirm that both of these buttons work. Use your real-world
scenarios here!
Comparing to the BUD in Qual. If you still have access to the BUD, please complete the steps below as
applicable.
In the "BUD recommended" column, IF you are receiving a "N/A" in the column for a particular position in the
SUD, please verify that this is correct in the BUD.
Using the Qual link to the BUD: https://qual.its.utexas.edu/bud , you can verify if your position is there
or not. You will need to type in this link as it doesn't link from HRMS.
IF there is not an N/A, and the position looks budgeted, make sure that is correct in the BUD Qual site for a
variety of positions.
Confirm that your BUD DATA IS CORRECT as shown in the SUD and compare that information between
the two sources of information.
In order to do this, Go to the link as noted above. Once you land on the application you are on the Home tab;
there is a tab called 'Budgeted Funding by Position/EID'. If you click this tab, you can enter a position ID (and
then Go) to see if it is on a BUD document.
Report any issues with this data
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Testing the remove/search functionality in the SUD
Remove one of your people from your adjust base pay list in the Doc Review area in the SUD. Click Save.
Add the person you've just removed using the search functionality. Test the Search function by name, eid and
unit code.
Go ahead and add this position/person to your adjust base pay area. Return to the Adjust Base Pay area.
Do not make any changes to the person you just added. Click Save.
Go to Doc Review. Click Verify. You will likely receive an error to input a remark. Input the remark.
Test Real-world scenarios for your campus
Now click on the "Permanent Additional Pay" tab on the left nav; confirm that you can't add/edit anything here
for Classified positions.
Click on "Document Review"
Add a position to your list using the Add record link - use the magnifying glass lookup to find a position, and
confirm that you can only add classified positions that report to the unit code you are updating
Add a Document Remark and click Save
Verify the document
Final approve the document if you can. Ask a proctor for assistance if needed.
Go to the HRMS home page and verify that your Salary Update Document shows in the list of "View my last 10
documents"
Go to the Position Details of one of your changed positions with a view as of date of today - verify appropriate
changes
Now view the Position Details with your future date - verify the appropriate position changes
Salary Update Document -- A&P
Repeat the previous steps with the same unit code
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Ensure that the only pay types you have available are:
Merit
Equity/Structural Adjustment
Permanent Additional Duties
Bring to Minimum
Counter Offer
Across the Board ** Across the Board and Bring to Minimum will only be available to Budget Offices and/or as
appropriate for your campus.
Test a real-world scenario for permanent additional pay and confirm links/search/etc. works in this
area for your campus.
Salary Update Document -- NTT Faculty
Repeat the previous steps with the same unit code, but choosing Non-Tenure Track Faculty as your category on
the create page
Ensure that the only pay types you have available are:
Merit
Equity/Structural Adjustment
Counter Offer
Pre-emptive Counter Offer
Retention
Provost Retention
Faculty Promotion
Across the Board **Across the Board/Bring to Minimum and Faculty Promotions will be available to the
Budget Offices and/or as appropriate for your campus.
Permanent Addtl Pay section. What do you expect to see here? Feedback question.
Confirm the routing is working as appropriate for NTT for your campus.
Salary Update Document -- Tenured/Tenure-track Faculty
Repeat the previous steps with the same unit code, but choosing Tenured/ Tenure-Track Faculty as your
category on the create page
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Ensure that the only pay types you have available are:
Merit
Equity/Structural Adjustment
Counter Offer
Pre-emptive Counter Offer
Retention
Provost Retention
Faculty Promotion
Across the Board **Across the Board/Bring to Minimum and Faculty Promotions will be available to the
Budget Offices and/or as appropriate for your campus.
Click on Permanent Additional Pay; you should see a list of all the incumbents with Permanent addtl pay - click
the Edit link on one
There will be a field to edit the existing pay amount; change this number and hit Save. You should get a green
success message and a note saying that the number will be updated/converted in HRMS.
Thanks for your time!
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