Professional Documents
Culture Documents
Manage Person
Overview Test Script Specification
Software / Release Fusion 11gR8 Business Process Name Manage Person - Name Correction
CRP# / SIT# / UAT# HR Testing Test Script Description Maintain Employee Person Record: Correction
Test Script ID HR Manage Person Information - Correction Narrative Overview of Test Script This test scrip demonstrates how to do a correction to an employee person record.
In the script below you will be doing a correction to the employee name.
Corrections should only be done when a mistake has been found with the original entry.
History will not be kept when doing corrections.Previous information will be lost.
MP-N- Navigate to Select from the Navigator Menu The Search Person form displays
C-02 Navigator > Navigator
> Person Management
MP-N- Find Employee Using at least on of the search fields enter data to search Note: the percent sign "%" is used as a wild A list is returned in the Search
C-03 Select "Name" enter employee name card (e.g. Last Name%) to search for Results of employee or employees
Enter an "Effective As of Date" partial name. matching the search criteria
Click the "Search" button to start the recard search The wild card character can not be the first
character of the search
MP-N- Select the Click the full name of the employee to correct in the Search Access to the record to the manage
C-04 Employee to correct Results person information form.
MP-N- Click Edit In the "Name and Address section click on the "Edit" button arrow The Correct Name form displays
C-05 Select "Correction"
MP-N- Click on First Name Enter the corrected First Name and/or Middle Name for your Enter First Name and/or Middle Name
C-06 field person
Click "OK"
MP-N- Click Edit In the "Biographical Information" section click on the "Edit" button
C-07
MP-N- Click the Enter the corrected Professional First Name for your person
C-08 Professional First Click "OK"
Name field
MP-N- Click Submit Click the "Submit" button Popup box displays to confirm the
C-09 Click "Yes" to the Warning popup box to confirm the request request once "Yes" is click
Click "OK" to the Confirmation box Confirmation popup displays
confirming the submission
MP-N- Navigate to Select from the Navigator Menu The Search Person form displays
U-02 Navigator > Navigator
> Person Management
MP-N- Find Employee Using at least on of the search fields enter data to search Note: the percent sign "%" is used as a wild A list is returned in the Search
U-03 Select "Name" enter employee name card (e.g. Last Name%) to search for Results of employee or employees
Enter an "Effective As of Date" partial name. matching the search criteria
Click the "Search" button to start the recard search The wild card character can not be the first
character of the search
MP-N- Select the Click the full name of the employee to update in the Search Access to the record to the manage
U-04 Employee to update Results person information form.
MP-N- Click Update In the "Name and Address section click on the "Edit" button arrow Ensure that you use an Effective Start Date The Update Name form displays
U-05 Select "Update" from the list at least a week after hiring
Enter the "Effective Start Date"
Click "OK"
MP-N- Enter new Name Enter New Last Name Last Name The name value entered displays
U-06 Make changes accordingly to the fields Previous Last Name
Previous Last Name
Prof Last Name
Prof First Name
Click "OK"
MP-N- Click Edit In the "Biographical Information" section click on the "Edit" button
U-07
MP-N- Click the Enter the corrected Professional First Name and Professional Last
U-08 Professional First Name for your person
Name field Click "OK"
MP-N- Click Submit Click the "Submit" button Popup box displays to confirm the
U-09 Click "Yes" to the Warning popup box to confirm the request request once "Yes" is click
Click "OK" to the Confirmation box Confirmation popup displays
confirming the submission
MP-N- View History Click the "Edit" button in from the Name and Address section You should see details of the name
U-10 Select view History change including the Effective Start
Date of this change
MP-A- Navigate to Select from the Navigator Menu The Search Person form displays
C-02 Navigator > Navigator
> Person Management
MP-A- Find Employee Using at least on of the search fields enter data to search Note: the percent sign "%" is used as a wild A list is returned in the Search
C-03 Select "Name" enter employee name card (e.g. Last Name%) to search for Results of employee or employees
Enter an "Effective As of Date" partial name. matching the search criteria
Click the "Search" button to start the recard search The wild card character can not be the first
character of the search
MP-A- Select the Click the full name of the employee to correct in the Search Access to the record to the manage
C-04 Employee to correct Results person information form.
MP-A- Click Edit In the "Name and Address section click on the "Edit" button arrow The Correct Name form displays
C-05 Select "Correction"
MP-A- Click Correct Enter the correct address Address fields to correct will differ based on The corrected values displays
C-06 Click "OK" the address country
MP-A- Click Submit Click the "Submit" button Popup box displays to confirm the
C-07 Click "Yes" to the Warning popup box to confirm the request request once "Yes" is click
Click "OK" to the Confirmation box Confirmation popup displays
confirming the submission
MP-A- Find Employee Using the at least on of the search fields enter data to search Name A list is returned in the Search
U-02 Select "Name" enter employee name Note: the percent sign "%" is Person Number Results of employee or employees
used as a wild card (e.g. Last Name%) to search for partial National Identifier matching the search criteria
name…the wild card character can not be the first character of the Keywords
search Effective As of Date
Enter "Effective As of Date"
Click the "Search" button
MP-A- Select the Click the full name of the employee to update in the Search The manage person information
U-03 Employee to update Results form displays for the employee
selected.
MP-A- Click Edit In the "Addresses Section>Edit" The Edit dropdown list displays
U-04
MP-A- Click Update Click Update from the Edit list Effective Start Date The updated values displays Need additional entry on how to update address for a
U-05 Enter "Effective Start Date" (06/15/1 Type different country
Click "OK" Address
Enter the updated address City
Click "OK" State
Zip Code
County
MP-A- Click Submit Click the "Submit" button Popup box displays to confirm the
U-06 Click "Yes" to the Warning popup box to confirm the request request once "Yes" is click
Click "OK" to the Confirmation box Confirmation popup displays
confirming the submission
MP-A- View History Click the "Edit" button in from the Address section Issue: when accessing a record it always address as per
U-07 Select view History today even when setting the Effective Date differently
MP-A- Select the Click the full name of the employee to update in the Search The manage person information
A-03 Employee to update Results form displays for the employee
selected.
MP-A- Create Address Click the "Create Address" button on the top of the Name and Create Address New Address window will appear
A-04 Address section
MP-A- Enter New Address Enter Effective Start Date (06/15/1 Effective Start Date Values display correctly
A-05 Enter Type (Choose "Secondary Home Country Address") Type
Enter address information Address
Click "OK" City
State
Zip Code
County
MP-A- Click Submit Click the "Submit" button Popup box displays to confirm the Issue: when accessing a record it always address as per
A-06 Click "Yes" to the Warning popup box to confirm the request request once "Yes" is click today even when setting the Effective Date differently
Click "OK" to the Confirmation box Confirmation popup displays
confirming the submission
MP- Select the Click the full name of the employee to correct in the Search The manage person information
EC-A- Employee to correct Results form displays for the employee
03 selected.
MP- Click "Contacts" Tab Click "Create" Create Contact page will be
EC-A- displayed
04
MP- Relationship Enter Contact Type Select from LOV
EC-A- Information Populate Emergency Contact Flag Yes/No
05 Effective Date Date Format
Contact Information Category
MP- Select the Click the full name of the employee to correct in the Search The manage person information
EEEC- Employee to correct Results form displays for the employee
A-03 selected.
MP- Click "Contacts" Tab Click "Create from Existing Person" Search Contact page will be
EEEC- displayed
A-04
MP- Relationship Enter Contact Type Select from LOV
EEEC- Information Populate Emergency Contact Flag Yes/No
A-05 Effective Date Date Format
Contact Information Category if applicable
MP- Enter Contact Use the Name filter to select from the existing population
EEEC- Personal
A-06 Information
MP- Complete New Click "OK" Manage Persons "Personal
EEEC- Emergency Contact Relationships" page is displayed
A-07 containing the new information
MP- Submit Changes Click the "Submit" button Popup box displays to confirm the
EEEC- Click "Yes" to the Warning popup box to confirm the request request once "Yes" is click
A-08 Click "OK" to the Confirmation box Confirmation popup displays
confirming the submission
MP- Select the Click the full name of the employee to correct in the Search The manage person information
EC-M- Employee Results form displays for the employee
03 selected.
MP- Enter Updated Make the necessary changes to the existing phone number:
EC-M- Phone Information Phone Type
06 Country Code
Phone Number
MP- Update Contact Click "Edit" in the Address section of the page Update Effective Date request will be
EC-M- Address displayed
07
MP- Update Contact Update Address page will be
EC-M- Address displayed
08
MP- Update Address fields as needed and click OK Manage Persons "Personal
EC-M- Relationships" page is displayed
09 containing the new information
MP- Submit Changes Click the "Submit" button Popup box displays to confirm the
EC-M- Click "Yes" to the Warning popup box to confirm the request request once "Yes" is click
10 Click "OK" to the Confirmation box Confirmation popup displays
confirming the submission
CRP# / SIT# / UAT# HR Testing Test Script Description Maintain Employee: Add EFF details
Test Script ID HR Manage EFFs Narrative Overview of Test Script This test script demonstrates how to add EFF information to an employee record.
MP- Select the Click the full name of the employee to correct in the Search The manage person information
EFF-A- Employee to correct Results form displays for the employee
03 selected.
MP- Click Tab Naviagate to the Extra Information tab Available EFFs are displayed
EFF-A-
04
MP- Click selected EFF Click on "Nest Inforamtion"
EFF-A-
05
MP- Click to add details Click the "green +" to add details
EFF-A- Populate fields as needed
06
MP- Click Submit Click the "Submit" button Popup box displays to confirm the
EFF-A- Click "Yes" to the Warning popup box to confirm the request request once "Yes" is click
07 Click "OK" to the Confirmation box Confirmation popup displays
confirming the submission
MP- Additional EFF Click on another EFF entry and complete details accordingly as per Same person record is displayed not yet
EFF-A- details aboive description in MP-EFF-A-05 to MP-EFF-A-07
08
MP- Click Submit Click the "Submit" button Popup box displays to confirm the
EFF-A- Click "Yes" to the Warning popup box to confirm the request request once "Yes" is click
09 Click "OK" to the Confirmation box Confirmation popup displays
confirming the submission
MP- Select the Click the full name of the employee to correct in the Search The manage person information
EFF-M- Employee to correct Results form displays for the employee
03 selected.
MP- Click Tab Naviagate to the Extra Information tab Available EFFs are displayed
EFF-M-
04
MP- Click selected EFF Click on "Nest Inforamtion", "Expat Details", "Immigration", Select an entry with existing details like the
EFF-M- "Additional GREs", "Additional Payroll Details". one processed in MP-EFF-A
05
MP- Click to modify Click in the field for update and overwrite existing information New information is displayed not yet
EFF-M- details
06
MP- Click Submit Click the "Submit" button Popup box displays to confirm the
EFF-M- Click "Yes" to the Warning popup box to confirm the request request once "Yes" is click
07 Click "OK" to the Confirmation box Confirmation popup displays
confirming the submission
MP- Click Submit Click the "Submit" button Popup box displays to confirm the
EFF-M- Click "Yes" to the Warning popup box to confirm the request request once "Yes" is click
17 Click "OK" to the Confirmation box Confirmation popup displays
confirming the submission
CWKE Select the Click the full name of the Contingent Worker to terminate in the The Person Management form
E-03 Contingent Worker Search Results displays for the employee selected.
to terminate
CWKE Select Manage From "Task>Personal and Employment>Manage Work The Manage Work Relationship
E-04 Work Relationship Relationship" Form displays
CWKE Select Actions Click the Actions Button drop down arrow and select "Terminate" The Termiation Work Relationship
E-05 Button Form displays
CWKE Enter Termination Enter the following details: Values entered will display
E-06 Details - Termnation Action "Terminate Placement" Select Termination Action from LOV
- Termination Reason "Hired as Employee" Select Termination Reason from LOV
- Notification Date Enter Notification Date "m/d/yy" or as per
your personal format
- Last Day Worked Enter Last Day Worked "m/d/yy"or as per
your personal format
- Termination Date Enter Termination Date "m/d/yy"or as per
your personal format
- Comments Enter Comments if applicable
CWKE Select Review Review Data that has been entered Data entered will display. Verify data
E-07 is correct
CWKE Select Submit Confirmation box displays select "OK" Data has been confirmed and record
E-08 saved successfully
Rehire as an Employee
CWKE Select Hire an Select "Hire an Employee" from Tasks list The "Hire and Employee:
E-12 Employee Identification form displays
CWKE Enter data in the Enter the following Information for your employee Enter Hire Date Values entered will display
E-13 Basic Details Enter Hire Action Worker Type defaulted to Employee
section Hire Date "m/dd/yy" or Enter Legal Employer Person Number generated
as per automatically
Enter Hire Action: "Hire"
Enter Hire Reason: "Acquisition" or "New Position" or
"Replacement"
Select Legal Employer
CWKE Select Personal Enter "Last Name" Enter Last Name Values entered will display
E-14 Details Enter "First Name" Enter First Name Gender displays with the correct List
Enter "Gender" Enter Gender of Values
Enter "Date of Birth: m/dd/yy" Enter Date of Birth Date icon appears for date of birth
field
CWKE Select National Select "The Green Plus" to add new Enter Country Values entered will display
E-15 Identifiers section Select "Country" enter country Enter National ID Type
Select "National ID Type": Social Security Number for US Enter Social Security Number
Select "National ID": XXX-XX-XXXX
CWKE Select Next Click the "Next" button A popup Box "Matching Person
E-16 Records" displays showing the
matching employee
CWKE Select the Click the "Select Person" button A message displays stating "By
E-17 Employee selecting this person, you will create
a new work relationship will be
created instead of a new person
record. Do you want to continue?"
CWKE Confirm the Click "OK" to create the rehire The New Person form displays
E-18 message
CWKE Verify Basic Details Validate Data Validate Data All Information displays correctly.
E-19 Click "Next" to continue
CWKE Verify Information Verify Person Information update any fields if necessary Home Address Values entered will display
E-20 Basic Details Ethnicity Phone Details
Marital Status Email Details
Legislative Information
Click "Next "button Ethnicity
Marital Status
Citizenship and Visa Information
Emergency Contact
CWKE Select Assignment Click in the Assignment tab Values entered will display
E-22 Tab Enter Business Unit Enter Business Unit as Blackrock BU by Complete list of Person Types
default available
Validate Person Type Enter Person Type Complete list of Assignment Status
Validate Assignment Status Enter Assignment Status are displayed
CWKE Select Job section Under the Job section, enter the following details accordingly: Values entered will display
E-23 - Department
- Location
- Worker Category
- Worker Category (if applicable)
- Assignment Category
- Hourly Paid or Salaried
- Working Hours and Frequency
- Start Time
- End Time
CWKE Select Manager Name Enter Name for List of Values Values entered will display
E-24 Details section
CWKE Select Probation Probation Period Enter Probation Period Values entered will display
E-25 and Notice Period (if Probation End Date Enter Probation End Date
applicable) Notice Period Enter Notice Period
CWKE Select Payroll Click the Payroll Details section to expand and enter data: Enter Payroll Payroll displays correct list of payroll
E-26 Details Click the Green Plus frequencies
Enter "Payroll"
CWKE Select Salary Select Salary Basis Enter Salary Basis Values entered will display
E-27 Information section Uncheck "Use Salary Components" Enter Salary Amount Correct list of salary basis will
Enter Salary Amount display
CWKE Select Next Click the "Next" button The Roles form display roles are
E-28 populated automatically
CWKE Select Submit Click the "Submit" Button A Warning popup box displays
E-30 stating the request will be submitted.
Do you want to continue?
CWKE Add Extra Extra Information details need to be added after the record has Current issue as fields blank out
E-32 Information been created following the submission when selecting a value from a drop-
down
Work Around: first make selection for
all drop-down fields and then enter
value in other fields
CWKE Navigate to Person Select "Navigator> Person Management" from Navigator Menu. The Search Person form displays
E-33 Management
CWKE Find Employee Using the at least on of the search fields enter data to search Name A list is returned in the Search
E-34 - Select "Name" enter employee name Note: the percent sign "%" Person Number Results of employee or employees
is used as a wild card (e.g. Last Name%) to search for partial Effective As of Date matching the search criteria
name…the wild card character can not be the first character of the
search
- Enter "Effective As of Date" as the date of hire
- Click the "Search" button
CWKE Select the Click the full name of the employee to update in the Search The manage person information
E-35 Employee to update Results form displays for the employee
selected.
CWKE Select Extra Under the Manage Person select the extra Information tab Extra Information list will show as
E-36 Information tab well as details of the first Extra
Information window listed
CWKE Access the Service Select Service Dates from the Extra Information list Service Dates fields will be showing
E-37 Dates
CWKE Add Service Dates Select "The Green Plus" to add a new entry then complete field
E-38 details accordingly when required
Enter the "Latest Start Date Override"
Enter the "BLK Erisa Date" (only if using the "Lock Erisa Date",
otherwise automatically field by the overnight process)
Enter Yes in "Lock Adj Service Date" if required
Enter Yes in "Lock Erisa Date" if required
Enter the "Adjusted Service Date" (only if using the "Lock Adj
Service Date", otherwise automatically field by the overnight
process)
CWKE Select Submit Click the "Submit" Button A Warning popup box displays
E-40 stating the request will be submitted.
Do you want to continue?
722582212.xlsx 17 of 45 Summary
Oracle Fusion - Global HR
Employee New Hire
Overview Test Script Specification
Software / Release Fusion 11gR8 Business Process Name Employee New Hire
CRP# / SIT# / UAT# HR Testing Test Script Description The script demonstrates how to enter new hires.
Test Script ID HR New Employee Hire Narrative Overview of Test Script Hires should be done in different Legal Employer across the team
NH-04 Enter data in the Enter the following Information for your employee Values entered will display pass
Basic Details Hire Date "m/dd/yy" or as per pre-set date format Worker Type defaulted to Employee
section Hire Action is automatically filled with "Hire"
Enter Hire Reason: "Acquisition" or "New Position" or
"Replacement"
Select Legal Employer accordingly
- Prefix
- Suffix Note that personal information detail fields
- Middle Name to completed differ between legal employer
- Honors countries
- Preferred Name
- Previous Last Name
- Gender
- Date of Birth: m/dd/yy
NH-06 Select National Select "The Green Plus" to add a new entry Values entered will display pass
Identifiers section Select the "Country" field enter the country name accordingly Enter Country
Select the appropriate "National ID Type" (e.g. Social Security Enter National ID Type
Number for US)
Enter the "National ID" in the appropriate format (e.g. for the UK NI Enter Social Security Number
number LLNNNNNNL)
NH-07 Select Next to Click on NEXT to continue Matching Person Records window pass
navigate to Person might come up if a match is found
Information form with existing records
NH-08 Select Home On the top of Person Information form enter home address details Note that field labels and display is based Values entered will display pass
Address Select "Country" on the country name selected at the top of All list display correct list of values
Enter details accordingly: this section City, State, County and Zip Code are
- Address 1 By default the home address type entered is validated
- Address 2 the "Primary Home Address"
- Address 3
- City
- State
- Zip Code
NH-12 Select Citizenship Select the Citizenship and Visa Information section. Values entered will display pass
and Visa
Information if Under Citizenship enter data if applicable:
applicable - Nationality
- From Date
- To Date
- Status
NH-13 Select Emergency When required click the Emergency Contact section to expand and Values entered will display pass
Contact Section enter data:
- Contact Type Enter Contact Type
- Last Name Enter Last Name
- First Name Enter First Name
NH-15 Select Assignment When required click in the Service Dates tab Applicable for Acquisitions only Values entered will display pass
Tab - Enter Legal Employer Seniority Date Default start date for this legal employer. displayed
- Enter Enterprise Seniority Date (Original Date of Hire) To reflect the Original date Of Hire as an
Employee
NH-16 Select Assignment Under the Assignment section enter the following details: Values entered will display not yet
Tab - Business Unit Enter "BlackRock BU" by default
- Person Type Select the appropriate person type Complete list of Person Types
available
- Assignment Status Select "Active Assignment" by default Complete list of Assignment Status
- Projected End Date are displayed
NH-17 Select Job section Under the Job section, enter the following details accordingly: Values entered will display pass
- Job
- Department Enter the department in the format
CC_Number - OrgName
- Location
- Worker Category
- Assignment Category
- Working as a Manager (if applicable)
- Hourly Paid or Salaried
- Working Hours and Frequency
- Start Time
- End Time
NH-18 Select Assignment Under the "Assignment EIT Information EFF : Assignment Extra
Extra Information Information" section:
- Enter details accordingly in the HR Input section:
e.g. Confidentiality Agreement Signed, Opt Working Hours
- Enter details accordingly in the Secondary Org section
NH-20 Select Probation When applicable, Values entered will display pass
and Notice Period Enter Probation Period and Probation Period Unit Of Measure Enter Probation Period Details Probation End Date is automatically
calculated
Enter Notice Period and Notice Period Unit Of Measure Enter Notice Period Details
NH-21 Select Payroll Click the Green Plus or select Add Payroll from the Action menu Payroll displays correct list of payroll pass
Details drop-doen frequencies
Enter "Payroll" Name accordingly By default the entry should be in the format Start Date is defaulted to New Hire
CountryCurrencyCode followed by Monthly Start Date
or Bi-Weekly (the recurrence of the payroll End Date is defaulted to 31-DEC-
run) 4712
NH-22 Select Payment Expand the Payment details window Effective Start Date is defaulted to pass
Details New Hire Start Date
Enter details in Time Card Required when applicable
NH-23 Select Salary Enter "Salary Basis" Currency is set to "Worker local currency" Values entered will display pass
Information section Ensure that "Currency" is set to Worker Local Currency Enter Salary Basis (Annual, Hourly) Correct list of salary basis will
display
Add "Salary Amount" Enter Salary Amount
NH-24 Select Next Click the "Next" button The Roles form display roles are pass
populated automatically
The only role should be "BLK
Employee"
NH-25 Select next Click the "Next" button The Hire an Employee: Review form pass
displays
NH-26 Select Submit Click the "Submit" Button A Warning popup box displays pass
stating "The request will be
submitted. Do you want to
continue?"
NH-27 Select Yes Click "Yes" A confirmation popup displays pass
confirming the submission the new
Click Ok to complete the hire hire is complete.
NH-31 Add Extra Extra Information details need to be added after the record has Current issue as fields blank out
Information been created following the submission when selecting a value from a drop-
down
Work Around: first make selection for
all drop-down fields and then enter
value in other fields
NH-32 Navigate to Person Select "Navigator> Person Management" from Navigator Menu. The Search Person form displays pass
Management
NH-33 Find Employee Using the at least on of the search fields enter data to search Name A list is returned in the Search pass
- Select "Name" enter employee name Note: the percent sign "%" Person Number Results of employee or employees
is used as a wild card (e.g. Last Name%) to search for partial Effective As of Date matching the search criteria
name…the wild card character can not be the first character of the
search
- Enter "Effective As of Date" as the date of hire
- Click the "Search" button
NH-35 Select Extra Under the Manage Person select the Extra Information tab Extra Information list will show as pass
Information tab well as details of the first Extra
Information window listed
NH-36 Access the Service Select Service Dates from the Extra Information list Service Dates fields will be showing pass
Dates
NH-37 Add Service Dates Select "The Green Plus" to add a new entry then complete field pass
details accordingly when required
"Latest Start Date Override" should be left blank
Enter the "BLK Erisa Date" (only if using the "Lock Erisa Date",
otherwise automatically field by the overnight process)
Enter Yes in "Lock Adj Service Date" if required
Enter Yes in "Lock Erisa Date" if required
Enter the "Adjusted Service Date" (only if using the "Lock Adj
Service Date", otherwise automatically field by the overnight
process)
NH-38 Other Extra Repeat the above to add any other Extra Information as required Replicate for: pass
Information Details - Assistant (if applicable) - Service Dates
- Service Date (completed as per above instructions) - Comp Details
- Immigration - Additional Payroll Info (country
- India payroll (applicable only for hire in Indian LE) specific)
- ADP Payroll Information (applicable only for hire in US LE) - NEST
- Hongkong Payroll (applicable only for hire in Hong Kong LE) - HR Acts
- Japan Payroll (applicable only for hire in Japanese LE)
- Expat Information (If applicable)
- Additional GRE (If applicable)
- Nest Information
- Compensation Details
- Name in Local Language (If applicable)
- Singapore Pension Plan (If applicable)
- BLK HR Commitees (if applicable)
- Bank Accounts (if applicable)
- BLK HR Custom Manager (if applicable)
NH-39 Select Submit Click the "Submit" Button A Warning popup box displays
stating the request will be submitted.
Do you want to continue?
ACWK- Navigate to Select from the Navigator Menu The New Person form displays pass
02 Navigator > Navigator
> Workforce Management
>New Person
ACWK- Add a Contingent Select "Add Contingent Worker" from Tasks list The "Add Contingent Worker : pass
03 Worker Identification" form displays
ACWK- Enter data in the Enter the following Information for your employee Values entered will display pass
11 Basic Details 1) Hire Date "m/dd/yy" or as per pre-set date format Worker Type defaulted to Employee
section 2) Enter Hire Action: "Add Contingent Worker"
3) Enter Hire Reason: "Add Contingent Worker"
3) Select Legal Employer accordingly
By default globally for all CWK the Legal employer is
999-CWK/Non Worker Entity
ACWK- Select Personal Enter personal information details accordingly: Note that personal information detail fields DFF fields display correct list of pass
12 Details - Last Name to completed differ between legal employer values
- First Name countries
- Title
ACWK- Select Next to Click on NEXT to continue Person Information page will display pass
13 navigate to Person
Information form
ACWK- Select Address Enter "10022" as the Postal Code. pass Note that this will become obsolete once the CWK are set
14 Details All other Address details should be left blank. up with address details not being mandatory
ACWK- Select Phone Click the Green Plus in the Phone Details section to add a new Value entered will display pass
15 Details entry. All list display correct list of values
Select the phone type accordingly
Enter Country Code
Enter the phone number in the "Number" field
ACWK- Select Assignment Click in the Service Dates tab Values entered will display pass
18 Tab - Enter Seniority Date displayed
ACWK- Select Assignment Under the Assignment section enter the following details: Values entered will display pass
19 Tab - Business Unit Enter "BlackRock BU"
- Person Type Select the appropriate person type Complete list of Person Types
available for CWK
- Assignment Status Select "Active Contingent Assignment" Complete list of Assignment Status
- Projected End Date are displayed
ACWK- Select Job section Under the Job section, enter the following details accordingly: Values entered will display Issue: Add AP Contact to have CWK Supplier list updated
20 - Job
- Department Enter the department in the format
CC_Number - OrgName
- Location
- Assignment Category
- Working Hours and Frequency
- Start Time
- End Time
ACWK- Select Manager Enter the manager name in the format Last Name, First Name Search Name in the List of Values Values entered will display pass
21 Details section
ACWK- Select Assignment Under the Contract section enter details accordingly: not yet
22 Extra Information - Rate Name
- Rate Basis
- Rate Currency
- Rate Value
- Seat Required Question
- Start Reason
ACWK- Select Next Click the "Next" button By default no role should be listed. The Roles form displays. Roles are pass
23 populated automatically
ACWK- Select Next Click the "Next" button The Add a Contingent Worker: pass
24 Review form displays
ACWK- Add Extra Extra Information details need to be added after the record has Current issue as fields blank out
27 Information been created following the submission when selecting a value from a drop-
down
Work Around: first make selection for
all drop-down fields and then enter
value in other fields
ACWK- Navigate to Person Select "Navigator> Person Management" from Navigator Menu. The Search Person form displays pass
28 Management
ACWK- Find Employee Using the at least on of the search fields enter data to search Name A list is returned in the Search pass
29 1)Select "Name" enter employee name Note: the percent sign "%" Person Number Results of employee or employees
is used as a wild card (e.g. Last Name%) to search for partial Effective As of Date matching the search criteria
name…the wild card character can not be the first character of the
search
2)Enter "Effective As of Date"
3) Click the "Search" button
ACWK- Select the 1) Click the full name of the employee to update in the Search The manage person information pass
30 Employee to update Results form displays for the employee
selected.
ACWK- Select Extra Under the Manage Person select the extra Information tab Extra Information list will show as pass
31 Information tab well as details of the first Extra
Information window listed
ACWK- Access the Nest Select Nest Information from the Extra Information list Nest Information fields will be pass
32 Information showing
ACWK- Access the Nest Select "The Green Plus" to add a new entry then complete field pass
33 Information accordingly when required
Select the "Login Required" check box accordingly
Select the "Rehire?" check box accordingly
Select the drop down icon at the end of the Onboarding Manager
field
Search for the nest manager accordingly
Select the manager name accordingly from the Find section
Select OK
ACWK- Other Extra Repeat the above to add any other Extra Information as required pass
34 Information Details
ACWK- Select Submit Click the "Submit" Button A Warning popup box displays pass
35 stating the request will be submitted.
Do you want to continue?
ANW- Navigate to Select from the Navigator Menu The New Person form displays pass
02 Navigator > Navigator
> Workforce Management
>New Person
ANW- Add a Non-Worker Select "Add a Non-Worker" from Tasks list The "Add a Nonworker: pass
03 Identification" form displays
ANW- Enter data in the Enter the following Information for your employee Values entered will display pass navigation steps is worng
11 Basic Details 1) Hire Date "m/dd/yy" or as per pre-set date format Worker Type defaulted to Employee
section 2) Enter Hire Action: "Add Contingent Worker"
3) Enter Hire Reason: "Add Contingent Worker"
3) Select Legal Employer accordingly
By default globally for all CWK the Legal employer is
999-CWK/Non Worker Entity
ANW- Select Personal Enter personal information details accordingly: Note that personal information detail fields DFF fields display correct list of pass
12 Details - Last Name to completed differ between legal employer values
- First Name countries
- Title
ANW- Select Next to Click on NEXT to continue Person Information page will display pass
13 navigate to Person
Information form
ANW- Select Address Enter "10022" as the Postal Code. pass Note that this will become obsolete once the CWK are set
14 Details All other Address details should be left blank. up with address details not being mandatory
ANW- Select Assignment Click in the Service Dates tab Values entered will display pass
18 Tab - Enter Seniority Date displayed
ANW- Select Assignment Under the Assignment section enter the following details: Values entered will display pass
19 Tab - Business Unit Enter "BlackRock BU"
- Person Type Select the appropriate person type Complete list of Person Types
available for CWK
- Assignment Status Select "Active Contingent Assignment" Complete list of Assignment Status
- Projected End Date are displayed
ANW- Select Job section Under the Job section, enter the following details accordingly: Values entered will display pass Issue: Add AP Contact to have CWK Supplier list updated
20 - Job
- Department Enter the department in the format
CC_Number - OrgName
- Location
- Assignment Category
- Working Hours and Frequency
- Start Time
- End Time
ANW- Select Manager Enter the manager name in the format Last Name, First Name Search Name in the List of Values Values entered will display pass
21 Details section
ANW- Select Assignment Under the Contract section enter details accordingly: not yet
22 Extra Information - Rate Name
- Rate Basis
- Rate Currency
- Rate Value
- Seat Required Question
- Start Reason
ANW- Select Next Click the "Next" button The Add a Contingent Worker: pass
24 Review form displays
ANW- Select Submit Click the "Submit" Button A Warning popup box displays pass
25 stating the request will be submitted.
Do you want to continue?
NHDO Navigate to Select from the Navigator Menu The Search Person form displays pass
H-02 Navigator > Navigator
> Person Management
NHDO Find Employee Using at least on of the search fields enter data to search Search for a new hire just completed in A list is returned in the Search pass
H-03 Select "Name" enter employee name previous task of New Hire Results of employee or employees
Enter an "Effective As of Date" matching the search criteria
Click the "Search" button to start the recard search
NHDO Select the Click the full name of the employee to correct in the Search Access to the record to the pass
H-04 Employee to correct Results manage person information form.
ME-S- Find Employee Using the at least on of the search fields enter data to search Name A list is returned in the Search pass
U-02 Select "Name" enter employee name Note: the percent sign "%" is Person Number Results of employee or employees
used as a wild card (e.g. Last Name%) to search for partial National Identifier matching the search criteria
name…the wild card character can not be the first character of the Keywords
search Effective As of Date
Enter "Effective As of Date"
Click the "Search" button
ME-S- Select the Click the full name of the employee to update in the Search The manage person information pass
U-03 Employee to update Results form displays for the employee
selected.
ME-S- Go to Manage Click on the Manage Employment task. The Manage Employment form pass
U-04 Employment displays
ME-S- Select Edit Click the Edit dropdown list. The Update Employment Form pass
U-05 Click Update. displays
ME-S- Enter Action Enter Effective Start Date. Effective Start Date Data enter is Update Employment pass
U-06 Enter Action "Working Schedule Change" from LOV Action form is saved
Enter Action Reason "Flexible Working Arrangmenet Change" Action Reason
Click "OK"
ME-S- Update Employment Update "Assignment Category" Assignment Category Updated data displays pass
U-07 Details Update "Working Hours" Working Hours
Select Flexible Work Arrangement (FWA)
If using a record in one of the UK Legal Employer complete the Fields to update will depend on the type of
field "# of Days Worked in Week" Action being completed
ME-S- Click Review Click the Review button. The Add Roles popup show pass
U-08 Click "OK" displaying Roles that are
automatically provisioned. Click Ok
to display the Employment Review
form
ME-S- Review data Review data entered Updated data displays pass
U-09
ME-A- Find Employee Using the at least on of the search fields enter data to search Name A list is returned in the Search pass
U-02 Select "Name" enter employee name Note: the percent sign "%" is Person Number Results of employee or employees
used as a wild card (e.g. Last Name%) to search for partial National Identifier matching the search criteria
name…the wild card character can not be the first character of the Keywords
search Effective As of Date
Enter "Effective As of Date"
Click the "Search" button
ME-A- Select the Click the full name of the employee to update in the Search The manage person information pass
U-03 Employee to update Results form displays for the employee
selected.
ME-A- Go to Manage Click on the Manage Employment task. The Manage Employment form pass
U-04 Employment displays
ME-A- Select Edit Click the Edit dropdown list. The Update Employment Form pass
U-05 Click Update displays
ME-A- Enter Action Enter Effective Start Date. Effective Start Date Data entered and Update pass
U-06 Enter Action "Transfer" from LOV Action Employment form is saved
Select one of the Action Reason
Click "OK"
ME-A- Update Job Details Update Job Classification Updated data displays pass
U-07 Update Title Change Date field
Update Title Change Reason field
Update Department
Update Location
Update Taleo Req ID
ME-A- Update Manager Click "Add Another" If Co Manager already exists only change Manager Selection fields are pass
U-08 Details Co-Manager name displayed
ME-A- Update Manager Select Manager Name from field list Updated data displays pass
U-09 Name
ME-A- Update Manager Select Manager Type from field list Co Manager Updated data displays pass
U-10 Type
ME-A- Click Review Click the Review button The Review Page will be displayed pass
U-11
ME-A- Review data Review data entered pass
U-12
ME-A- Click Submit Click the "Submit" button Popup box displays to confirm the pass
U-13 Click "Yes" to the Warning popup box to confirm the request request once "Yes" is click
Click "OK" to the Confirmation box Confirmation popup displays
confirming the submission
ME-A- Select the Click the full name of the employee to update in the Search The manage person information pass
D-03 Employee to update Results form displays for the employee
selected.
ME-A- Go to Manage Click on the Manage Employment task. The Manage Employment form pass
D-04 Employment displays
ME-A- Select Edit Click the Edit dropdown list. pass
D-05 Click Delete Record.
ME-A- Select OK Select OK from the Warning window to confirm the deletion of the pass
D-06 effective row of data
ME-A- Update Assignment Update Person Type by selecting a value from LOV Person Type Updated data displays pass
D-07 Details - Person
Type
ME-A- Click Review Click the Review button. The Review Page will be displayed pass
D-08
ME-A- Review data Review data entered pass
D-09
ME-A- Click Submit Click the "Submit" button Popup box displays to confirm the pass
D-10 Click "Yes" to the Warning popup box to confirm the request request once "Yes" is click
Click "OK" to the Confirmation box Confirmation popup displays
confirming the submission
ME-A- Close Manage Click "Done" Manage Employment page will close pass
D-11 Employment Page and the Manage Person page will be
displayed.
ME- Select the Click the full name of the employee to update in the Search The manage person information pass
LOA-U- Employee to update Results form displays for the employee
03 selected.
ME- Go to Manage Click on the Manage Employment task. The Manage Employment form pass
LOA-U- Employment displays
04
ME- Select Edit Click the Edit dropdown list. The Update Employment Form pass
LOA-U- Click Update. displays
05
ME- Enter Action Enter an Effective Start Date Effective Start Date Data enter is Update Employment pass
LOA-U- Enter Action "Paid Leave of Absense" from LOV and Reason "Paid Action form is saved
06 Leave of Absense" Action Reason
Click "OK"
ME- Update Assignment Update Assignment Status to any paid / unpaid status. Assignment Status display correct pass
LOA-U- Status list of values.
07
ME- Review and Submit Click the "Review" button Popup box displays to confirm the pass
LOA-U- Click the "Submit" button request once "Yes" is click
08 Click "Yes" to the Warning popup box to confirm the request Confirmation popup displays
Click "OK" to the Confirmation box confirming the submission
ME-M- Find Employee Using the at least on of the search fields enter data to search Name A list is returned in the Search pass
U-02 Select "Name" enter employee name Note: the percent sign "%" is Person Number Results of employee or employees
used as a wild card (e.g. Last Name%) to search for partial National Identifier matching the search criteria
name…the wild card character can not be the first character of the Keywords
search Effective As of Date
Enter "Effective As of Date"
Click the "Search" button
ME-M- Select the Click the full name of the employee to update in the Search The manage person information pass
U-03 Employee to update Results form displays for the employee
selected.
ME-M- Go to Manage Click on the Manage Employment task. The Manage Employment form pass
U-04 Employment displays
ME-M- Select Edit Click the Edit dropdown list. The Update Employment Form pass
U-05 Click Update. displays
ME-M- Enter Action Enter an Effective Start Date. Effective Start Date Data enter is Update Employment pass
U-06 Enter Action "Manager Change ONLY" from LOV and Reason Action form is saved
"Change Direct Manager" Action Reason
Click "OK"
ME-M- Update Manager Under the Manager Details section select the drop-down in the In Manager Details section, Name pass
U-07 Name Name field for Line Maanger and search/select a different manager display correct list of values.
ME-M- Review and Submit Click the "Review" button Popup box displays to confirm the pass
U-08 Click the "Submit" button request once "Yes" is click
Click "Yes" to the Warning popup box to confirm the request Confirmation popup displays
Click "OK" to the Confirmation box confirming the submission
ME- Select the Click the full name of the employee to update in the Search The manage person information pass
COM- Employee to update Results form displays for the employee
D-03 selected.
ME- Go to Manage Click on the Manage Employment task. The Manage Employment form pass
COM- Employment displays
D-04
ME- Select Edit Click the Edit dropdown list. The Update Employment Form pass
COM- Click Update. displays
D-05
ME- Enter Action Enter an Effective Start Date. Effective Start Date Data enter is Update Employment pass
COM- Enter Action "Manager Change ONLY" from LOV and Reason Action form is saved
D-06 "Change Co-Manager" Action Reason
Click "OK"
ME- Update Manager Under the Manager Details section select Remove at the end of In Manager Details section, Name pass
COM- Name the Co-Manager entry display correct list of values.
D-07
ME- Review and Submit Click the "Review" button Popup box displays to confirm the pass
COM- Click the "Submit" button request once "Yes" is click
D-08 Click "Yes" to the Warning popup box to confirm the request Confirmation popup displays
Click "OK" to the Confirmation box confirming the submission
ME- Select the Click the full name of the employee to update in the Search The manage person information pass
SO-U- Employee to update Results form displays for the employee
03 selected.
ME- Go to Manage Click on the Manage Employment task. The Manage Employment form pass
SO-U- Employment displays
04
ME- Select Edit Click the Edit dropdown list. The Update Employment Form pass
SO-U- Click Update. displays
05
ME- Enter Action Enter an Effective Start Date. Effective Start Date Data enter is Update Employment pass
SO-U- Enter Action "Add Additional Org" from LOV and Reason "Add Action form is saved
06 Additional Org" Action Reason
Click "OK"
ME- Update Manager Under the Secondary Organization section select the drop-down in In Manager Details section, Name pass
SO-U- Name the Secondary Org field and search/select an org name display correct list of values.
07
ME- Review and Submit Click the "Review" button Popup box displays to confirm the pass
SO-U- Click the "Submit" button request once "Yes" is click
08 Click "Yes" to the Warning popup box to confirm the request Confirmation popup displays
Click "OK" to the Confirmation box confirming the submission
T-EE- Find Employee Select "Name" enter employee name Note: the percent sign "%" is Name A list is returned in the Search pass
02 used as a wild card (e.g. Last Name%) to search for partial Person Number Results of employee or employees
name…the wild card character can not be the first character of the National Identifier matching the search criteria
search Keywords
Enter "Effective As of Date" Effective As of Date
Click the "Search" button
T-EE- Select the Click the full name of the employee to terminate in the Search The Person Management form pass
03 Employee to Results displays for the employee selected.
terminate
T-EE- Select Manage From "Task>Personal and Employment>Manage Work The Manage Work Relationship pass
04 Work Relationship Relationship" Form displays
T-EE- Select Actions Click the Actions Button drop down arrow and select "Terminate" The Termination Work Relationship pass
05 Button Form displays
T-EE- Enter Termination Complete details accordingly: Select Termination Action from LOV Values entered will display pass
06 Details - Termination Action Select Termination Reason from LOV
- Termination Reason Enter Notification date "m/d/yy"
- Notification Date Enter Termination date "m/d/yy"
- Termination Date Enter Comments if applicable
- Last Day Worked Select Hide Termination "No"
- Eligible for Rehire? Select User Access "After termination"
- Regrettable Departure
T-EE- Select Review Review Data that has been entered Data entered will display verify data pass
07 is correct
T-EE- Select Submit Confirmation box displays select "OK" Data has been confirmed and record pass
08 saved successfully
T-EE- Find Employee Select "Name" enter employee name Note: the percent sign "%" is Name A list is returned in the Search Pass
R-02 used as a wild card (e.g. Last Name%) to search for partial Person Number Results of terminated employees
name…the wild card character can not be the first character of the National Identifier matching the search criteria
search Keywords
Ensure that "Include terminated work relationship" is selected Effective As of Date
Enter "Effective As of Date"
Click the "Search" button
T-EE- Select the Click the full name of the terminated employee in the Search The Person Management form Pass
R-03 Employee to Results displays for the terminated employee
terminate selected.
T-EE- Select Manage From "Task>Personal and Employment>Manage Work The Manage Work Relationship Pass
R-04 Work Relationship Relationship" Form displays
T-EE- Select Actions Click the Actions Button drop down arrow and select "View The Termination Work Relationship Pass
R-05 Button Termination" Form displays
T-EE- Find Employee Select "Name" enter employee name Note: the percent sign "%" is Name A list is returned in the Search pass
C-02 used as a wild card (e.g. Last Name%) to search for partial Person Number Results of terminated employees
name…the wild card character can not be the first character of the National Identifier matching the search criteria
search Keywords
Ensure that "Include terminated work relationship" is selected Effective As of Date
Enter "Effective As of Date"
Click the "Search" button
T-EE- Select the Click the full name of the terminated employee in the Search The Person Management form pass
C-03 Employee to Results displays for the terminated employee
terminate selected.
T-EE- Select Manage From "Task>Personal and Employment>Manage Work The Manage Work Relationship pass
C-04 Work Relationship Relationship" Form displays
T-EE- Select Actions Click the Actions Button drop down arrow and select "View The Termination Work Relationship pass
C-05 Button Termination" Form displays
T-EE- Edit Termiantion Select "Correct" Termiantion details are editable pass
C-06
T-EE- Change Termination Select a different termination reason pass
C-07 Reason
T-EE- Select Review Review Data that has been entered Data entered will display verify data pass
C-08 is correct
T-EE- Select Submit Confirmation box displays select "OK" Data has been confirmed and record pass
C-09 saved successfully
T-EE- Navigate to Person Select "Navigator> Person Management" from Navigator Menu. The Search Person form displays pass
C-10 Management
T-EE- Find Employee Search for the same terminated employee A list is returned in the Search pass
C-11 Ensure that "Include terminated work relationship" is selected Results of terminated employees
Enter "Effective As of Date" after the termination date matching the search criteria
Click the "Search" button
T-EE- Select the Click the full name of the terminated employee in the Search The Person Management form pass
C-12 Terminated Results displays for the terminated employee
Employee selected.
T-EE- Select Manage From "Task>Personal and Employment>Manage Work The Manage Work Relationship pass
C-13 Work Relationship Relationship" Form displays
T-EE- Check Termination Check that the new termiantion reason is reflected accordingly The Manage Work Relationship pass
C-14 Reason Form displays
T- Select the Click the full name of the Contingent Worker to terminate in the The Person Management form pass
CWK- Contingent Worker Search Results displays for the employee selected.
03 to terminate
T- Select Manage From "Task>Personal and Employment>Manage Work The Manage Work Relationship pass
CWK- Work Relationship Relationship" Form displays
04
T- Select Actions Click the Actions Button drop down arrow and select "Terminate" The Termiation Work Relationship pass
CWK- Button Form displays
05
T- Enter Termination Complete details accordingly: Select Termination Action from LOV Values entered will display pass
CWK- Details - Termination Action Select Termination Reason from LOV
06 - Termination Reason Enter Notification date "m/d/yy"
- Notification Date Enter Termination date "m/d/yy"
- Termination Date Enter Comments if applicable
- Last Day Worked Select Hide Termination "No"
- Eligible for Rehire? Select User Access "After termination"
- Regrettable Departure
T- Select Review Review Data that has been entered Data entered will display. Verify data pass
CWK- is correct
07
T- Select Submit Confirmation box displays select "OK" Data has been confirmed and record pass
CWK- saved successfully
08
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