End-to-End testing completed, budgeting for benefits issue resolved

End-to-end testing for the Position Budget phase of the Adaptive Planning Project completed on April 29.

The team of 11 testers completed 8 scenarios each, documenting each one in their tester workbooks. They also provided feedback and discussed functionality.

Of the 88 total scenarios completed, 5 of them “failed.” One of the scenarios failed due to a report defect, which is now corrected in the updated report. The other 4 related to the data loaded into the system, and helped us discover a data concern with budgeting for benefits.

“Budgeting for benefits” refers to the various benefits the University pays on top of an employee’s base salary, such as health insurance and retirement.

The issue discovered in testing stems from budgeting benefits down to the spend category. Workday does not allow a benefit line to exist without corresponding compensation.

The project team made the following recommendations to the steering committee:

• Option 1: Eliminate spend category as a budget dimension for position budgeting. This retains the ability to budget for benefits at the ledger level, while eliminating the data issue identified in testing.
• Option 2: Scope out budgeting for benefits for initial launch and focus instead on compensation budgeting.

The steering committee selected the first option to address this issue. Read more about this and other decisions on the new Project Decisions page.

Next up for the project is User Acceptance Testing (UAT).