Payroll — Overview & readiness¶

Manual test plan for the Payroll landing page (/payroll): the stat cards, readiness checks, "Fix" shortcuts, scheduled pay runs, and navigation. Read How testing works first.

You will need: a payroll company with a few employees (some deliberately missing TFN / super fund / bank details), at least one pay schedule, and ideally an overdue super amount to exercise the warning states.

A1 — Financial-year filter¶

Steps 1. Go to Payroll. Change the financial year filter in the top bar.

✅ Pass if the Payroll cost card and STP-finalisation summary re-scope to the selected FY across all tabs. There is always exactly one FY selected (no "All years").

❌ Fail if the FY filter doesn't change the figures — 🟠 Major.

A2 — Tabs (Overview / Pay Runs / STP Finalisation)¶

Steps 1. Click each tab.

✅ Pass if each navigates to the right section and the active tab is highlighted.

❌ Fail if a tab lands on the wrong section — 🟠 Major.

A3 — Settings and "Run payroll" buttons¶

Steps 1. Click Settings, then back, then Run payroll.

✅ Pass if Settings opens Payroll Settings and Run payroll opens the Pay Runs section.

❌ Fail if either navigates incorrectly — 🟠 Major.

B. Stat cards¶

B1 — Payroll cost (YTD)¶

Steps 1. Read the Payroll cost (YTD) card.

✅ Pass if it shows the year-to-date payroll cost for the selected FY (skeleton while loading), in AUD.

❌ Fail if the figure is clearly wrong for the pay runs in that FY — 🔴 Blocker (money).

B2 — Super due card → "Pay now"¶

Steps 1. Read the Super due card and click Pay now (when super is due).

✅ Pass if the amount and tone are correct (urgent/overdue styling when overdue or within ~28 days), and Pay now goes to the Super section. When nothing is due it shows "All paid" with no action.

❌ Fail if the amount is wrong or "Pay now" goes elsewhere — 🔴 Blocker (money) / 🟠 Major.

B3 — Compliance issues card → "View issues"¶

Steps 1. Click View issues on the Compliance card.

✅ Pass if it smooth-scrolls to the compliance/readiness section. When the count is 0 it shows "All clear" with no button.

❌ Fail if it doesn't scroll to the right place — 🟡 Minor.

B4 — Leave liability card → "View breakdown"¶

Steps 1. Click View breakdown on the Leave liability card.

✅ Pass if it opens the leave-balances report; the subtext warns when employees have no hourly rate.

❌ Fail if the link is broken — 🟠 Major.

C. Readiness & "Fix" shortcuts¶

Steps 1. With an unmet STP-readiness item (e.g. missing business detail), view the banner and click its CTA.

✅ Pass if the warn-only banner appears (it does not block) and its CTA deep-links to Business Settings to fix the flagged item.

❌ Fail if the banner blocks payroll, or its fix link is wrong — 🟠 Major.

C2 — Payday Super "Fix now"¶

Steps 1. With one or more employees not super-ready, click Fix now → on the Payday Super banner.

✅ Pass if it goes to the Employees list to fix super-fund readiness.

❌ Fail if the banner shows when everyone is ready, or the link is wrong — 🟠 Major.

C3 — Readiness "Fix" buttons (TFN / super fund / bank)¶

Steps 1. In the "Needs attention before you pay" card, click each Fix button (TFN, super fund, bank accounts).

✅ Pass if each appears only when that count > 0 and navigates to the Employees list. TFN is flagged as a compliance issue (extra tax withheld), super/bank as Payday-Super / payment risks.

❌ Fail if a Fix button shows with a zero count, or navigates wrong — 🟠 Major.

C4 — Per-employee drill-down links¶

Steps 1. Click a specific employee name under a readiness row.

✅ Pass if it opens that employee's detail. Up to 3 names show, then "+ N more".

❌ Fail if the link opens the wrong employee — 🟠 Major.

C5 — All-clear collapse¶

Steps 1. On a company where no employee is missing TFN/super/bank and STP is healthy, view the readiness card.

✅ Pass if it collapses to a single green "Payroll readiness" strip and shows "STP last filed " if available.

❌ Fail if it still shows fix rows when everything is clear — 🟡 Minor.

D. Scheduled pay runs¶

D1 — Empty state → "Set up a schedule"¶

Steps 1. On a company with no active schedule, view Scheduled pay runs.

✅ Pass if it prompts Set up a schedule linking to Settings → Pay schedules.

❌ Fail if the prompt/link is missing when there's no schedule — 🟠 Major.

D2 — "Create now" creates a pay run (money)¶

Steps 1. On a schedule row, click Create now.

✅ Pass if a pay run is created (toast "Pay run created.") and you're taken to it. The row shows a spinner and is disabled while creating.

❌ Fail if clicking twice creates two pay runs, or it fails silently — 🔴 Blocker (double pay run).

D3 — "Manage schedules"¶

Steps 1. Click Manage schedules.

✅ Pass if it opens Settings → Pay schedules.

❌ Fail if the link is wrong — 🟡 Minor.

D4 — STP finalisation summary link¶

Steps 1. Click Manage STP finalisation →.

✅ Pass if it opens the EOFY / STP finalisation screen; the body shows "X of Y employees finalised" and any drift count.

❌ Fail if the link or counts are wrong — 🟠 Major.