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Testing Script No. 112_Staff Member Mid Year Review Executive

Date of Test: Name of Tester: Position/Role: Test Scenario Staff Member Mid Year Review Executive Template In the middle of the year, staff members are required to review their progress on each objective and add new objectives depending on roles, responsibilities and department priorities

This test script asks the staff member to review every tab and add additional objectives where applicable.

Each phase contains 4 steps: - Staff member self evaluation - Manager review and comments/edits, after which it can be returned to the staff member for edits or confirmation (this can occur multiple times) - Staff member edits - Staff member confirmation, after which the performance workplan moves into the next phase

Mid Year Review Phase : Step 1 – Staff Member No. Steps Expected Result Input Data Result OK/Error

1 Log on to RMIT Employee Self RMIT Self Service page http://saptsws1.int.its.rmit. Service (Test) is displayed edu.au:52000/irj/portal 3 tabs are displayed; Home, Employee Self Service and Health & Safety 2 Click the Employee Self Service View more options within Tab Employee Self Service: Employee Search, Leave Information, Personal Information, Pay and Benefits, Personal Information and MyPerformance MyCareer

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3 Click the View more options within MyPerformanceMyCareer Tab MyPerformance MyCareer

4 Click on ESS Performance A list of employee Workplan documents is displayed.

5 Check that the dates are correct Current year is Change the dates if for the current year. displayed. required.

6 Highlight the button for the correct A new page opens Performance Workplan and click containing the Workplan. on the Performance Workplan name

or to view and change the information. 7 Scroll to the end of the page and Your personal details should be viewed, such click on the Click on the as Status, Substatus, Administration Data button manager name and Staff member.

8 Click on the button to see A new window is opened Close the window to return more information. with information such as to the Performance staff number, position Workplan details, annual leave entitlement.

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9 If no position description Close the window to return Click on the exists, a message to the Performance Position description button should be viewed in a Workplan new window.

If a position description does exist, you will see the PD itself. 10 Click on the A new window opens Close the window to return linking you to the RMIT to the Performance website/MyPerformance Workplan Additional information button MyCareer website. 11 A new window opens to Close the window to return Click on the Google, where you will to the Performance Attachments button be able to sign in and Workplan upload documents post Janaury 12 A new window opens, Close the window to return Click on the Action displaying details of any to the Performance Log button changes made to the Workplan form, and who made them.

13 Read the process description for The process description this phase is on the main body, and will change depending on the process step.

14 Click on the Info button on A new window is Close the window to return the Process Description displayed with more to the Performance information on the entire Workplan process.

15 Read the information on the Home Page

16 Check the Performance Workplan The process description status will have an arrow indicating Mid Year Staff Review

17 Click on Organisational objectives will be available for you to view and read. They Cascaded Objectives tab are in display mode only ie: you cannot change them.

18 Click on the All agreed objectives are Title: Contribute to the displayed for your Planning and Resources information. Additional Committee Individual Objectives tab objectives can be added. Activities to Achieve: Click the Add Read meeting papers and button and enter engage in relevant information for the Title, enquiries in order to Activities to Achieve and effectively participate in Performance Indicator. the PRC’s deliberations

New objectives will be Performance Indicator: added below the original Attend meeting and objectives set. contribute to discussions and debates

Alignment: Shaping the University

19 View Behavioural Expectations by The information is in clicking on the display mode and cannot be changed. Check that the level assigned is Behavioural Expectations Tab correct, and read every item. 20 Click the All agreed objectives are Title: Encourage team displayed for your working within the school information. Additional Development Objectives Tab objectives can be added. Activities to Achieve: Coaching and indentifying Click the button individuals who require and enter information for additional training in the the Title, Activities to area. Achieve, Support, Timeframe for Support: Source a completion, Delivery training course mode and Alignment Timeframe for completion: 4th Quarter

Delivery mode: Formal training

Alignment: Leading and managing 21 This tab will contain What are your short- Click on the previously agreed term career aspirations career Profile tab information. It can be (1-2 years)? edited during the mid year review, as a staff Alignment members direction and ambitions may change What are your longer term career aspirations (3-5 years)?

What other skills and professional accreditations do you

have? Membership of the Chartered Institute of XXXXX

22 Click on the This tab contains open text fields for overall comments on how the performance Feedback tab staff members feels they are progressing at the mid Year point.

The acknowledgement check box is display only. 23 Complete the Performance Staff member Mid Year Feedback Tab Objective comments:

I feel that all my objectives are on track for the year and have capacity to complete the additional objectives entered in my Performance Workplan.

Staff member Mid Year behavioural expectations comments:

I feel that my behaviour reflects my level at this stage of the year.

24 Save the performance workplan by A message will be displayed, indicating that clicking the button the document is saved.

25 A new page opens with a Click OK to close the print Print the performance print preview. preview. workplan

The performance workplan prints to your elected printer. 26 Save and send to manager A new window is displayed asking for a reason for the status change.

Click OK The performance workplan window closes. If you refresh the ESS screen, you will see that the substatus of the form has changed to.

27 Email your manager to advise that you have completed this step

Mid Year Review : Step 2 – Manager/appraising Manager No. Steps Expected Result Input Data Result OK/Error

This step is completed by the Manager. The Manager should send you and email once they have completed their tasks.

Staff members who open the form while it is with the manager for review will not be able to view any tabs or information contained on them. This is because your manager is still editing the form, and information has not yet been confirmed and agreed.

Mid Year Review Phase: Step 3 – Staff Member No. Steps Expected Result Input Data Result OK/Error

1 Log on to RMIT Employee Self RMIT Self Service page http://saptsws1.int.its.rmit. Service (Test) is displayed edu.au:52000/irj/portal 3 tabs are displayed; Home, Employee Self Service and Health & Safety 2 Check the task list, OR The homepage will contain a link to the Performance Workplan that requires review

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3 Click on the performance workplan name, or access the performance workplan as per step 1 4 Our testing scenario assumes that the mid year review need to be changed before it can be confirmed and acknowledged.

Select Reopen mid Year review.

5 Click Continue A new window is Enter a note for your displayed asking for a manager: reason for the status change. I would like to review the objectives set by my appraising manager.

6 Click OK The Performance Workplan window closes and has been returned to the manager. 7 Email your manager to advise that you have completed this step

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The manager/appraising manager will need to accept that the staff member would like to make changes by reopening the mid year review process.

Mid Year Review Phase: Step 5 – Staff Member No. Steps Expected Result Input Data Result OK/Error

3 Click on the performance workplan name, or access the performance workplan as per step 1

4 Click on This tab is display only, no changes can be made Cascaded Objectives tab 5 Click on the All agreed objectives are Delete the objective added displayed for your most recently information. Additional Individual Objectives tab objectives can be added. Title: Contribute to the Planning and Resources Click the Add Committee button and enter information for the Title, 01e52f4c7870c54d7f551cccb2f58a6c.doc 11 of 17 Mid Year Review Phase: Step 5 – Staff Member No. Steps Expected Result Input Data Result OK/Error

Activities to Achieve and Performance Indicator.

New objectives will be added below the original objectives set. 6 View Behavioural Expectations by The information is in clicking on the display mode and cannot be changed.

Behavioural Expectations Tab 7 Click the All agreed objectives are Change the following displayed for your information: information. Additional Development Objectives Tab objectives can be added. Timeframe for completion: Second Click the Add quarter button and enter information for the Title, Activities to Achieve and Performance Indicator.

New objectives will be added below the original objectives set. 8 Information can be Click on the edited if required. career Profile tab

9 Click on the This tab contains open text fields for overall comments on how the performance Feedback tab staff members feels they are progressing at the mid year point.

The acknowledgement check box is display only. 10 Complete the Performance Staff member Mid Year Feedback Tab Objective comments:

I feel that all my objectives are on track for the year and have capacity to complete the additional objectives entered in my Performance Workplan.

Staff member Mid Year behavioural expectations comments:

I feel that my behaviour reflects my level at this stage of the year..

11 Save the performance workplan by Submit the performance workplan to the manager clicking the button if edits have been made

12 Save and send to manager A new window is Enter a comment: displayed asking for a reason for the status Edits have been made to change. objectives and the workplan is ready for review

13 Click OK The performance workplan window closes. If you refresh the ESS screen, you will see that the substatus of the form has changed to.

12 Email your manager to advise that you have completed this step

Objective Setting Phase : Repeat Step 2 – Manager/Appraising Manager Steps Expected Result Input Data Result OK/Error

Step 2 repeats, with manager comments and edits.

3 Click on the performance workplan name, or access the performance workplan as per step 1

4 Click on This tab is display only, no changes can be made Cascaded Objectives tab

5 Click on the This tab is display only, no changes can be made Individual Objectives tab

6 View Behavioural Expectations by The information is in clicking on the display mode and cannot be changed. B ehavioural Expectations Tab

7 Click the This tab is display only, no changes can be made Development Objectives Tab

8 This tab is display only, Click on the no changes can be career Profile tab made

9 Click on the This tab is display only, no changes can be made performance Feedback tab

10 Save and close mid year review phase

11 Click Continue A pop up box is Enter the following: displayed asking for a comment Thank you for the comments during the year. Looking forward to the next six months.

12 Once the Employee Click Documents screen is refreshed, the substatus will show that the Performance Workplan is now in Year End Review status.

Actual response: As expected As expected, but see Not as expected, see (select one) notes below notes below

Notes and evidence of test results (include screenshots):

Test Sign Off

Tester signoff: Test Result

User Acceptance Testing outcome Pass Fail

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