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USER ACCEPTANCE TESTINGPRE-CONFERENCE SESSION

September 16 th, 2015

Lamar A/B

Constitution

one set of uniform business procedures, policies and practices

one technical platform / software solution

one support team and service center

one approach to solution delivery

one source of data

one governing structure

one set of vendors to provide complimentary service offerings

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User Acceptance Testing

Goals of User Acceptance Testing

Confirm System Satisfies Institution Requirements

Verify Security Roles

Validate Segregation of Duties / Controls

Practice Cutover Activities

Confirm Roles• Institution

• oneusg Support

• Shared Services

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User Acceptance Testing

Assumptions

Testing Executed Using Production Settings on Production Hardware

Production Level Security in Place

Testers will Log In as GGC/USO/SSC Practitioners

Testers will be Comprised of Pilot Institution, SSC and Design Team Members

Pilot Institutions Will be Responsible for Sign-Off and Go-Live Authorization

Functionality Needed for Future Phases – Not Evaluated

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User Acceptance Testing

Deliverables

Test Matrix

• With Evidence of Successful Test

Defect Log

Quick Reference Guides

Business Process Flows

Reconciliation Reports / Conversions

Sign-Off & Authorization for Go-Live

• GGC & USO Only

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User Acceptance Testing

Week 1

• Conversion

• Bi-Weekly #1

• 11/16 to 11/20

Week 2

• Thanksgiving

• Contingency

• 11/23 to 11/25

Week 3

• Bi-Weekly #2

• Monthly

• Employee Self Service

• 11/30 to 12/04

Week 4

• Bi-Weekly #3 & #4

• Monthly #2

• Manager Self Service

• ServiceNow

• 12/7 to 12/11

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User Acceptance Testing

Schedule Overview (Repeated Each Week)

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•HR / Position Management

•Funding

•Benefits Enrollment

•Time Entry

•Leave Requests

•Encumbrance Processing

•Payroll Calculation

•Reconciliation and Validation

•Day 1 and Day 2

Pre Payroll (Day 1 & 2)

•Time Administration

•Leave Administration

•Institution and Shared Services Validation

•Payroll Confirmation

•Day 3

Payroll Processing (Day 3)

•Transmission of Interface Files

•Financials Integration / Money Movement

•Encumbrance Processing

•Banking

•Employee Self Service

•Day 4

Post Payroll (Day 4) Contingency (Day 5)

User Acceptance Testing

Goals of Pre-Conference Session

Review High Level Plan

Assign Roles and Responsibilities

• GGC / USO / SSC

• Design Team Members

• Other

Review & Identify Test Scenarios

Identify Data Dependencies

Collaborate on Cross-Functional Test Scenarios

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User Acceptance Testing

UAT Preparation Session Roles

Facilitator

• Manage Discussions

• Ensure Conflicting View Points are Represented

• Extract Test Scenarios from Discussion

– Ask for Clarification when Needed

Scribe

• Record / Supplement Test Scenarios

• Document Role Assignments

• Document Cross-Functional Needs

• Document Issues

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User Acceptance Testing

Assignments Human Resources

• Facilitator: Joe Brittain & Paula Casey

• Scribe: Kristine Lesher

• Room: Oglethorpe C

Time and Absence• Facilitator: Barney Woods

• Scribe: Madadi

• Room: Hamilton

Benefits• Facilitator: Amy Russell

• Scribe: Stephanie Marshall

• Room: Oglethorpe D

Payroll• Facilitator: Carolyn Clower

• Scribe: Diane Strenkowski

• Room: Lamar A/B

Commitment Accounting• Facilitator: Craig Golden

• Scribe: Carrie Vallone

• Room: Walsh

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User Acceptance Testing

Tools / Templates for Today

System Test Conditions

• Downloaded from SharePoint

Requirements Extract

• Excel Spreadsheet

Security / Role Matrix

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User Acceptance Testing

Tools / Templates for Today

System Test Conditions

• Baseline

• Complex scenarios

• HR/Financials integrations

• Security/workflow

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User Acceptance Testing

Tools / Templates for Today

UAT Test Conditions

• Based on Functional Requirements

Workshop Expectations

• Prioritize

• Document Additional Test Scenarios

• Identify Prerequisites, Special Considerations

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User Acceptance Testing

Requirements / Scenario Spreadsheet

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Employee

HRAnalyst

HRManager

HRDirector

1-GoLive Setupand

2-PostGoLive Reportingand

3-OtherUSG SecurityAdmin

4-Duplicate/Not WorkflowAdmin

Requirement Description Priority Role Prerequisite(s),specialconsiderations

HR-01-HireStaff AbilitytohireStaffemployees

HR-02-HireStudentEmployees AbilitytohireStudentemployees

HR-03-HireGraduateStudents AbilitytohireGraduateStudent

employees

HR-04-HireFaculty AbilitytohireFacultyemployees

HR-05-HireTemporary AbilitytohireTemporary

HR-06-HireNon-PaidAffiliates AbilitytohireNon-PaidAffiliates

HR-07-HirewithoutSSN Abilitytohireeligibleemployees

withoutSSN's

HR-08-HireLimitedTermFaculty Abilitytohirelimitedtermfaculty

HR-09-HireFull-TimeFaculty Abilitytohirefulltimefaculty

HR-10-HireTemporaryFaculty Abilitytohiretemporaryfaculty

HR-11-HirePart-TimeFaculty Abilitytohireparttimefaculty

HR-12-HireNon-ResidentAlien Abilitytohireanemployeewho

isanon-residentalien

HR-13-HirePart-TimeandFull-

Time

Abilitytohireparttimeandfull

timeemployees

User Acceptance Testing

Tools / Templates for Today

Step 1: Prioritize / Categorize

• Needed for Go Live – GGC/USO

• Post Go Live – GGC/USO

• Other USG Need

• Duplicate/Not Needed

– Flag to be Removed

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User Acceptance Testing

Tools / Templates for Today

Step 2: Supplement Requirements

• Negative Testing

– i.e. The system should not allow…..

• Additional Test Scenarios

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User Acceptance Testing

Tools / Templates for Today

Step 3: Assign Role to Perform Test

• HR Analyst

• Benefits Manager

• Payroll Manager

• HR Director

• Budget Manager

• Employee

• Manager

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New Roles Can be Created if Needed by GGC, USO or SSC

User Acceptance Testing

Inst i tut ion Roles

Payroll Analyst Payroll Manager Payroll Director HR Analyst HR Director Faculty Events Time and Leave Administrator Setup and Maintenance - Institution Reporting and Inquiry Benefits Manager Benefits Analyst Budget Manager Employee Manager

Shared Services Roles

Setup and Maintenance - SSC Security Admin - SSC Reporting and Inquiry - SSC Workflow Admin – SSC Time Administrator - SSC HR Administrator - SSC Payroll Administrator - SSC

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oneusg – Support Roles

Production Support Analyst

Developer

Database Administrator

Security / Workflow Administrator

User Acceptance Testing

Tools / Templates for Today

Step 4 : Provide Additional Detail / Test Cases

• Pay groups

• Percent Time / Benefits Eligibility

• Age, length of service

• Negative tests – what shouldn’t be allowed

Example:

• Hire a Faculty Member Over Age 55 but not Retirement Eligible

Note: This may be a by-product of Step 1

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User Acceptance Testing

Tools / Templates for Today

Step 4 (cont’d): Pre-requisites, special considerations

• Example - Commitment Accounting Funding Dependent upon the transfer of an employee from existing department to new department

• Example – Benefits Enrollment dependent upon the new hire of employees in each of the pay groups

• Example – Paycheck View dependent upon a calculated and confirmed payroll

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User Acceptance Testing

Tools / Templates

Step 5: Assign Roles in Security Matrix

• Roles by module

• Tester for each role

• Institution

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UserAcceptanceTesting

RoleAssignments

Role Resource#1 Resource#2 Resource#3 Resource#4 Resource#5

SecurityAdmin-Institution

PayrollAnalyst

PayrollManager

PayrollDirector

HRAnalyst

HRDirector

FacultyEvents

SetupandMaintenance-Institution

ReportingandInquiry

BenefitsManager

BenefitsAnalyst

BudgetManager

Employee

Manager

Next Steps

Facilitators Finalize…. Test Conditions Priority and Role/Security Matrix

Test Coordinators (Sharon Thelen) Finalize… Test steps with employee, job, paygroup, etc. (with input from Facilitators) Schedule/order of testing

Sign Confidentiality Agreements – Lynn Hobbs Preparation / Training (To Be Scheduled)

User Productivity Kit – RecordIt – Craig Golden• Quick Reference Guides

SharePoint Administration – Sharon Thelen• Logging Defects• Attaching Proof of Test• Managing Cutover List• Managing Test Matrix

Request Access to USO Active Directory – Lynn Hobbs Not Needed if You have SharePoint Access

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QUESTIONS?

User Acceptance Testing

Assignments Human Resources

• Facilitator: Joe Brittain

• Scribe: Kristine Lesher

• Room: Oglethorpe C

Time and Absence• Facilitator: Barney Woods

• Scribe:

• Room: Hamilton

Benefits• Facilitator: Amy Russell

• Scribe:

• Room: Oglethorpe D

Payroll• Facilitator: Kurt Collins

• Scribe: Carolyn Clower

• Room: Lamar A/B

Commitment Accounting• Facilitator: Craig Golden

• Scribe:

• Room: Walsh

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oneusg

BREAK OUT

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