RosterApps Release Notes 25.24

RosterApps Enhancements

RAPD-15697 EVB Persistent Preferences Logic Update

An update has been to how persistent preferences are handled within Enhanced Vacation Bidding. Now when creating a preference as a result of a persistent preference, the system will do the following checks:

1. Ensure the preference being created has available slots
2.  Ensure the “Allow employees to select weeks that have no slots available” setting in the bid round is enabled

If both of these checks fail, then the preference will NOT be created.

RAPD-15843 Delete Unsubmitted Prior Pay Corrections (PPC’s)

For customers using Time & Attendance (Payroll), a feature has been added that allows Time Keepers to remove prior pay corrections that have not yet been submitted.

Resolved Bugs

RAPD-15119 (ZD 65891) Temporary Transfer doesn't clear Approved PTO

This fixes an issue where individual approved PTO requests were not being removed from an employee’s calendar during a temporary transfer. The system will now remove any approved PTO and reverse the PTO bank transactions (if applicable) during the time of the temporary transfer. (Note: PTO via vacation awards was being handled correctly)

Testing Notes

RAPD-15697

Test Case Description:

If the “Allow employees to select weeks that have no slots available” setting in the bid round configuration is disabled:

1. The system checks the availability of slots for all weeks/days in any persistent preferences.
2. If all weeks/days in the preference do not have available slots, the system does not copy persistent preferences to the new round.
3. If an employee has persisted a preference in Round 1, and then was not included in Round 2 due to no slots being available. If slots are available in Round 3 for that preference, the persistent preference should be copied.

Preconditions:

1. Bid package set to permit persistent bids.
2. Bid Package Liability levels need to be increased to permit many employee and if applicable, Leads to allow for more than one participant to be awarded the same dates when all conditions are "passed during Run Awards processing.
3. Bid round 1 created containing persistent bid preferences submitted by 2 or more employees.
4. At least one of the employees should not have enough hours to award the preference.
5. Bid round 2 added after the first containing persistent bids. Must be the same set up as Round 1, with same participant that has persistent bids. Although effective dates can vary provided the effective date range of round 2 includes the dates for any persistent preferences in round 1. For example: If Round 1 contained a persistent bid preference from May 1 to My 8th, then be sure Bid Round 2 contains that week within the bid round effective date range such as April 24th to May 30th. If Round 1 is based on weeks, Round 2 must also be based on weeks. Make sure that the bid round 2 does not have available slots for 1 unawarded persistent preference in Bid round 1, to validate Step 3) mentioned in the Test case description.
6. Bid Round 3 created after the second containing persistent bids. Must be the same set up as Round 1 and Round 2, but Round 3 should have available slots for all the preferences.
7. Preferences must be unique within each bid round. No two preferences should persist from the same preference in the same bid round.

Test Scenario:

1. Location Administrator > Enhanced Vacation Bids > Bid package from preconditions > Round 1. Validate that there are preferences submitted for 2 o more employees, as mentioned in preconditions (persistent and no persistent preferences).
   Preferences should meet the following checks:
   - As employee, try to submit different preferences as persistent, no persistent, selecting the same week for 2
   employees.
   - Submit a preference for an employee mentioned in preconditions, step 4).
   - Submit a preference with multiple weeks.
   Expected Results: Persistent and no persistent preferences are submitted in Bid round 1.
2. Location Administrator > Bid Package from preconditions > Bid Round 1 > Select All Preferences and click on "Run Award" button.
   Expected Result: Awarded preferences are moved to the right column and unawarded preferences will remain in the same column. Validate that preferences with no available slots and employee with insufficient hours are not awarding their preferences. (You can check it in "View process log" file).
3. Create Bid round 2 as mentioned in preconditions. (Need to create the bid round 2 after the persistent preferences were submitted in Bid Round 1.
   Expected Result: Bid Round 2 created.
4. Location Administrator > Enhanced Vacation Bids > Bid Package > Bid Round 2.
   Expected Result: Validate unawarded persistent preferences were not copied from Round 1 to Round 2 for the weeks with no slots available. If there are persistent preferences from Round 1 and there are available slots in Round 2, the preference will be copied.
5. Create a Bid round 3 as mentioned in preconditions step 6).
   Expected Result: Bid round 3 created successfully.
6. Location Administrator > Enhanced Vacation Bids > Bid Package > Bid Round 3.
   Expected Result: Validate persistent preferences from bid round 1 that were not copied to Bid Round 2 are present in Round 3.

RAPD-15119

Test Case Description:

Ensure approved PTO during a temporary transfer is removed and any PTO hours are restored to employee’s bank.

Preconditions:

1. The employee being temporarily transferred has a bid line assignment.
2. There is at least one bidline available for which the employee is eligible.
3. The employee should have approved PTO before, during, and after the effective period. These PTO days should not be tied to vacation awards.

Test Scenario:

1. Login as a Location Admin
2. Complete Temporary Transfer for an employee, meeting the requirements in preconditions, by giving them a bid line assignment
3. Verify as supervisor the employee's PTO days. Navigate to Supervisor Role > Employees tab > Select the employee used in step #2
   Expected Result: The approved PTO before and after should still be present, the one during the effective period should not be present
4. Verify as location admin that PTO bank is correctly updated. Navigate to Location Admin Role -> Employees -> Edit -> Edit PTO Bank (using same employee as transferred in step 2)
   Expected Result: The approved PTO during the temporary transfer period is no longer shown.