Release Service Request On-line W-2 (OW2), Phase I TEST PLAN. September 22, 2006 Prepared by Janet Kennedy
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1 Release 1730 Service Request TEST PLAN September 22, 2006 Prepared by Janet Kennedy Information Resources &Communications Office of the President University of California
2 Page 2 TESTING OVERVIEW...3 LOAD CONTROL TABLE DATA BASE (LOADCTL)...4 LOAD EMPLOYEE DATA BASE (LOADEDB)...5 EDB DAILY FILE MAINTENANCE (RUN130)...6 EDB WEB INQUIRY TAX PAGE TESTING...7 ON-LINE CICS TESTING...8
3 Page 3 Testing Overview This test plan addresses the test runs and cases constructed to verify the correct installation of Release The test is made up of the following components: 1. Control Table Data Base (CTL) Initial Load (LOADCTL) 2. Employee Data Base (EDB) Initial Load (LOADEDB) 3. EDB Daily File Maintenance (RUN130) 4. Web EDB Inquiry Testing 5. On-Line CICS testing
4 Page 4 Load Control Table Data Base (LOADCTL) Load the DB2 CTL database supplied with this release. Verification Ensure that the DB2 CTL has been successfully restored by verifying normal completion of the job and ensuring that all tables have been successfully loaded into the database. Verification can be made by reviewing the PDS REPORTS member LOADCTL.
5 Page 5 Load Employee Data Base (LOADEDB) Load the DB2 EDB database. Verification Ensure that the DB2 EDB has been successfully restored by verifying normal completion of the job and ensuring that all tables have been successfully loaded into the database. Verification can be made by reviewing the PDS REPORTS member LOADEDB.
6 EDB Daily File Maintenance (RUN130) Description This job runs the special daily file maintenance to process maintenance transactions from outside sources. For this test, the input processed can be found in PDS CARDEXP (W2RLSE). These are X1 transactions as they will appear from AYSO for updating the new EDB PPPPAY table elements, Electronic W-2 Indicator (EDB1166) and Third Party W-2 Indicator (EDB1167) Verification If the campus is using the EDB data provided in this release, verify the results by reviewing the PDS REPORTS member RUN130. Also, verify the change record file generated against the released change record file, ECF130F. Looking at the PPP1800 report, updates made should reflect the activity found in the table below. Employee ID Not on file Not on file Electronic W-2 Indicator (EDB1166) Test Grid (SR 81615) As of 09/13/06 Original EDB Values Change Transactions Expected Results Block W-2 Electronic Block W-2 Electronic Indicator W-2 Indicator W-2 (EDB1167) Indicator (EDB1167) Indicator (EDB1166) Block W-2 Indicator (EDB1167) Comment (EDB1166) Y None Transactions rejected. Msg , Employee ID not on EDB, all transactions rejected issued. None B Transactions rejected. Msg , Employee ID not on EDB, all transactions rejected issued Blank Blank Y B Y B Y Blank None B Y B Blank B Y None Y B Y B Asterisk Asterisk Blank Blank Y B None Asterisk Y Blank Y B Asterisk None Blank B Blank Blank None None Blank Blank
7 EDB Web Inquiry Tax Page Testing Logon to the PPS test web environment using your on-line Id and password. Navigate to the web based Taxes page for employee The Consent for Electronic W-2 field should appear with the correct value for the selected employee on the page. See below.
8 Page 8 On-Line CICS Testing 1. Logon to the appropriate CICS region and enter transaction T For Next Func enter ITAX with for the ID. The following screen will display with the new Electronic W-2 indicator and a change to the header as highlighted. Note that the spacing may be different than this image since this is a mock-up of the screen. PPITAX0-I1730 EDB Inquiry 09/18/06 16:13:44 09/18/06 12:18:41 Tax Information Userid: PAYJEK ID: Name: DAVIS, JAMES W Hm Dept: HOSP EDUC Emplmt Status: A Pri Pay: MO Federal Tax Processor ID : PPS03/26/02EDBMAINT Marital Status : M W-4 Process Date : 03/26/02 Personal Allowances : 004 DE4 Process Date : 03/26/02 Maximum Withholding : 999 Addl Fed Nonrs Alien Tax : California Marital Status : M Consent for Electronic W-2 : Y Personal Allowances : 001 Itemized Deductions : 003 Maximum Withholding : 999 Other State Tax CA Res : Addl Fed Tax Withholding : Current OS Gross Name : Addl CA Tax Withholding : Other State Gross Name 1: Earned Income Credit Stat: Other State Gross Name 2: EIC YTD Payments : Other State Gross Name 3: Earnings Limit : Other Local Tax Ind: SSN: Next Func: ID: Name: SSN: ===> F: 1-Help 2-Browse 3-PrevMenu 4-Print F: 9-MainMenu 12-Exit 3. Place cursor on the Consent for Electronic W-2 and hit F1. The following Help Text will appear. Note that the spacing may be different than this image since this is a mock-up of the screen. EDB1166 Electronic W-2 Indicator Publ.: 9/12/06: "Electronic W-2 Indicator" More: Description: Format: The employee's consent to receive an electronic version of Form W-2 as recorded in AYSO. N/A Code Interpr.: Y = Yes, consent for electronic version of Form W-2 Blank = No, continue to receive paper version of Form W-2 Command ===> F1=Help F2=EX help F3=eXit F4=copy F6=move F7=BKwd F8=FWd F12=Cancel
9 Page 9 4. Place cursor anywhere on the screen except the new data element and hit F1 for the screen level help. The following should appear. Multiple changes have been made to this text. Note that the spacing may be different than this image since this is a mock-up of the screen. EDBHITAX Help EDB Tax Information More: Function: ITAX enables the user to view the employee's tax withholding data. Nature of Information: ITAX may be viewed in sections: Federal, California State, Additional Withholding, Earned Income Credit, and other state tax information. Tax Processor ID, W4 and DE4 process dates, and the employee s consent to receive an electronic W-2 form are also displayed. The Federal and California State sections address marital status, personal allowances, and maximum withholding; the California State section also identifies itemized deduction withholding allowances. Additional withholding allowances, both federal and state, and earned income credit are displayed. Command ===> F1=Help F2=EX help F3=eXit F4=copy F6=move F7=BKwd F8=FWd F12=Cancel 5. For Next Func enter ETAX with for the ID. The following screen will display with the new Electronic W-2 Indicator. Attempt to tab to the new field. It will be skipped because it is not updatable on this screen. Note that the spacing may be different than this image since this is a mock-up of the screen. PPETAX0-E1730 EDB Entry/Update 09/18/06 16:15:36 09/18/06 12:18:41 Tax Information Userid: PAYJEK ID: Name: DAVIS, JAMES W Emp Stat: A Pri Pay: MO Federal Tax Processor ID : PPS03/26/02EDBMAINT Marital Status : M W-4 Process Date : 03/26/02 Personal Allowances : 004 DE4 Process Date : 03/26/02 Maximum Withholding : 999 Addl Fed Nonres Alien Tax : California Marital Status : M Consent for Electronic W-2 : Y Personal Allowances : 001 Itemized Deductions : 003 Maximum Withholding : 999 Addl Fed Tax Withholding : Other State Tax CA Res : Addl CA Tax Withholding : Current OS Gross Name : Other State Gross Name 1: Earned Inc Credit Status : Other State Gross Name 2: EIC YTD Payments : Other State Gross Name 3: Earnings Limit : Other Local Tax Ind : SSN: Next Func: ID: Name: SSN: ===> F: 1-Help 3-PrevMenu 4-Print 5-Update F: 9-Jump 12-Exit
10 Page Place cursor on the Consent for Electronic W-2 and hit F1. The following Help Text will appear. Note that the spacing may be different than this image since this is a mock-up of the screen. EDB1166 Electronic W-2 Indicator Publ.: 9/12/06: "Electronic W-2 Indicator" More: Description: Format: The employee's consent to receive an electronic version of Form W-2 as recorded in AYSO. N/A Code Interpr.: Y = Yes, consent for electronic version of Form W-2 Blank = No, continue to receive paper version of Form W-2 Command ===> F1=Help F2=EX help F3=eXit F4=copy F6=move F7=BKwd F8=FWd F12=Cancel 7. Place cursor anywhere else on the screen and hit F1 for the screen level help and the following should appear. Multiple changes have been made to this text. Note that the spacing may be different than this image since this is a mock-up of the screen. EDBHETAX Help EDB E U Tax Info More: + Function: ETAX enables the user to enter and update federal, state, and additional withholding tax information for the employee as well as any applicable exemptions and earned income credit amount. Nature of Information: ETAX may be viewed in sections: Federal, California State, Additional Withholding, Earned Income Credit, and other state tax information. Tax Processor ID, W4 and DE4 process dates, and the employee s consent to receive an electronic W-2 form are also displayed. The Federal and California State sections address marital status, personal allowances, and maximum withholding; the California State section also identifies itemized deduction withholding allowances. Additional withholding allowances, both federal and state, and earned income credit are displayed. There are no highly abbreviated or group field labels on ETAX. Command ===> F1=Help F2=EX help F3=eXit F4=copy F6=move F7=BKwd F8=FWd F12=Cancel
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