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Indiana Wesleyan University Support Knowledge Base

Employment Action Form

Test plan summary

03/09/2021 - Employment Action Form (EAF)
Used to request different HR actions (New Hire, Title Change, Transfer, etc.) on behalf of an employee.  There is one EAF form for each of the 4 PAUs - Central, Marion, N&G, Seminary.
Test Plan Owner:  Jill Battishill
Backup Tester:  Brittany Howell

Latest versions successfully tested

etrieve:
2021.1.3
 

Test plan items

The sections below describe all tests to perform on etrieve as part of this testing plan.

Page or process Testing instructions Expected result

Employment Action Form - Central
Employment Action Form - Marion
Employment Action Form - NG
Employment Action Form - WS

  1. In etrieve Central, select one of the EAF forms or use one of these links: 
  2. Fill out pertinent information.
  3. Submit the form.
  4. The submitted form goes to the InBox of the appropriate reviewer in HR.  Once approved, the form will move through a series of approval steps.  
  5. Choose 'I Approve' from the drop-down list in the first box. The approver's name and date will populate.
    clipboard_e4108dc003d5bd5fdb0b313c52cb4079e.png
  6. Click Approve to send it to the next Approver step. 
  7. Repeat Steps 5-6 for all the approver steps:
    • HR Director Approval (if it's N&G)
    • Budget Approval
    • First Approval
    • Second Approval
    • Provost Approval (if it's an academic position)
    • Chancellor/CFO Approval
    • Final Steps
    • Payroll
    • Benefits
  8. The form finally comes to the Complete step, which is the same group that started the workflow.  Once approved, it becomes a document. All the documentation and workflow history become additional pages. 
  9. The document is searchable in etrieve Content.
  • The form should be in the Human Resource area in etrieve Content with a doc type starting with HEMP (ex. HEMP EAF - New Hire, HEMP EAF - Benefit Eligibility,etc.) - if this is for an ID in Colleague.
  • Otherwise, if it's for a position or an ID not in Colleague, this form should be in the Human Resource Archive area in etrieve Content with a doc type starting with HARC (ex. HARC EAF - New Hire, HARC EAF - New Position Request, etc.).

 

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