Test scenarios for 2-way payroll syncs

Worknice has powerful integration platform features that enable 2-way payroll syncs between approved payrolls. While some also include 2 way integration of leave requests and balances, this test script is designed for use on payroll details only.

Getting started

In order to test the below scenarios, you will need Account Owner access to Worknice, and appropriate access to the payroll platform.

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Note - all payroll APIs are different, and for this reason a test script may mary to what is published below. If you notice differences, work with your Worknice account manager to discover if it is a limitation of the integration

Two-Way Sync Between Worknice and [approved payroll]

Objectives

Validate data synchronisation between Worknice and [approved payroll].

Ensure accurate two-way updates without data loss or duplication.

Details to Test

Full Name

Gender

Personal Email

Personal Phone

Residential Address

bank accounts (2)

Manual Test Steps

1. Employee Creation Sync

Create a new employee in Worknice with the following details:
- Full Name: John Doe
- Gender: Male
- Personal Email: john.doe@example.com
- Personal Phone: 0400 123 456
- Residential Address: 123 Main Street, Sydney, NSW 2000

Verify that the same employee record appears in [approved payroll] with all fields correctly populated.

2. Employee Creation in [approved payroll] Sync

Create a new employee in [approved payroll] with the following details:
- Full Name: Jane Smith
- Gender: Female
- Personal Email: jane.smith@example.com
- Personal Phone: 0412 987 654
- Residential Address: 789 Park Lane, Brisbane, QLD 4000

Verify that the same employee record appears in Worknice with all fields correctly populated.

3. Employee Update Sync (Worknice to [approved payroll])

Update the employee's residential address in Worknice to: "456 New Avenue, Melbourne, VIC 3000".

Verify that the updated address is reflected in [approved payroll].

4. Employee Update Sync ([approved payroll] to Worknice)

Update the employee's personal phone in [approved payroll] to: 0410 654 321.

Verify that the updated phone number is reflected in Worknice.

Update the employee's residential address in [approved payroll] to: "12 Ocean Drive, Perth, WA 6000".

Verify that the updated address is reflected in Worknice.

5. Bank Account Information Sync (Worknice to [approved payroll])

Add two bank accounts for an employee in Worknice:
- Bank Account 1:
  - Account Name: John Doe
  - BSB: 123-456
  - Account Number: 12345678
- Bank Account 2:
  - Account Name: John Doe Savings
  - BSB: 654-321
  - Account Number: 87654321

Verification: Ensure both bank accounts appear correctly in [approved payroll] with the same details.

6. Bank Account Information Sync ([approved payroll] to Worknice)

Update the first bank account in [approved payroll]:
- Bank Account 1:
  - Account Name: John A. Doe
  - BSB: 321-654
  - Account Number: 11223344

Add a new second bank account in [approved payroll]:
- Bank Account 2:
  - Account Name: John Doe Everyday
  - BSB: 987-654
  - Account Number: 44332211

Verification: Confirm that both updates appear correctly in Worknice.

7. Employee Update Sync (Worknice to [approved payroll])

Update the first bank account in Worknice:
- Bank Account 1:
  - Account Name: John Alexander Doe
  - BSB: 999-888
  - Account Number: 55667788

Verification: Verify that the updated bank account details are reflected in [approved payroll].

8. Data Integrity Check

Cross-check random employee records between Worknice and [approved payroll] to ensure no discrepancies exist in full name, gender, personal email, personal phone, and residential address fields.