Payroll — Pay items, schedules & settings¶
Manual test plan for payroll setup: pay items & payment types, pay schedules, and the payroll Settings page (Payday Super, leave accrual, working-holiday-maker, journal posting, super funds). Read How testing works first.
You will need: a payroll company with a few employees. Some of these settings are compliance-affecting (they change tax, super, and what's reported to the ATO) — those are flagged 🔴.
A. Pay items¶
A1 — Add a pay item¶
Steps 1. Go to Payroll → Pay items. On the Pay Items tab, click Add Pay Item. 2. Pick a catalogue item, optionally set a custom name, click Add Pay Item.
✅ Pass if the panel shows an Earning/Deduction badge preview, adds the item with toast "Pay item added", and the button is disabled until an item is selected.
❌ Fail if you can add with nothing selected, or the add fails — 🟠 Major.
A2 — Edit a pay item's name¶
Steps 1. Click the pencil on a row, change the name, click the check to save.
✅ Pass if it saves with "Pay item updated"; only one row is editable at a time (others' pencils disabled while editing).
❌ Fail if the name doesn't save, or multiple rows edit at once — 🟠 Major.
A3 — Toggle the Super flag → confirmation dialog 🔴¶
Steps 1. Edit an Earning pay item and flip the Super switch, then save.
✅ Pass if a "Confirm super change" dialog appears warning it affects super liability reported to the ATO from the next finalised pay run; confirming saves the change. The Super switch only appears for Earning items.
❌ Fail if the super flag changes without the confirmation — 🔴 Blocker (silently changes reported super).
A4 — Toggle the Qualifying-Earnings flag → confirmation dialog 🔴¶
Steps 1. Edit an Earning item and flip the QE switch, then save.
✅ Pass if a "Confirm Qualifying Earnings change" dialog appears (warning about Payday-Super reporting) and confirming saves.
❌ Fail if the QE flag changes without confirmation — 🔴 Blocker.
A5 — Flip both Super and QE together¶
Steps 1. Edit an Earning item, flip both Super and QE, save.
✅ Pass if the Super dialog appears first, then the QE dialog; confirming both applies both changes in one save.
❌ Fail if one dialog is skipped, or only one flag is saved — 🔴 Blocker.
A6 — Toggle Tax / Deductible / Active flags¶
Steps 1. Flip the Tax, Tax-deductible, and Active switches and save.
✅ Pass if they save with "Pay item updated" (no extra confirmation needed for these).
❌ Fail if a flag doesn't persist — 🟠 Major.
A7 — Delete a pay item¶
Steps 1. Click the trash icon, confirm in the "Delete pay item?" dialog.
✅ Pass if a confirm dialog warns it's permanent and it deletes with "Pay item deleted".
❌ Fail if it deletes without confirmation — 🟠 Major.
A8 — System (locked) items¶
Steps 1. Look for rows with a lock icon.
✅ Pass if system-defined items are marked with a lock (not user-created).
❌ Fail if a locked/system item can be edited or deleted when it shouldn't be — 🟠 Major.
A9 — Payment Types tab — edit code¶
Steps 1. Switch to the Payment Types tab. Edit a row's type code, save.
✅ Pass if it saves with "Payment type updated"; all rows are locked master items; the Add Pay Item button is hidden on this tab.
❌ Fail if the code doesn't save, or Add shows on the wrong tab — 🟠 Major.
B. Payroll Settings — Payday Super 🔴¶
B1 — Auto-create super toggle¶
Steps 1. Go to Payroll → Settings. Toggle Auto-create super.
✅ Pass if it auto-saves with a toast; when enabled, a Draft super contribution is created when a pay run is lodged. Disabling it also turns auto-lodge off.
❌ Fail if disabling auto-create leaves auto-lodge on — 🔴 Blocker (would try to lodge with nothing created).
B2 — Auto-lodge super toggle¶
Steps 1. Toggle Auto-lodge super on.
✅ Pass if it auto-saves; enabling it forces auto-create on. Copy flags it as higher-risk (it dispatches a real Beam payment).
❌ Fail if auto-lodge can be on while auto-create is off — 🔴 Blocker.
B3 — Default super payment method¶
Steps 1. Change Default super payment method (None/PassThrough/BPay/DirectDebit/DirectCredit).
✅ Pass if it saves with "Payment type updated". This is the method used for new contributions.
❌ Fail if it doesn't save, or contributions can't be created after setting it — 🟠 Major. (Note: with method = None, creating a contribution should be blocked — see the Super plan.)
C. Payroll Settings — Leave accrual¶
C1 — Standard weekly hours (with validation)¶
Steps 1. In Leave Accrual, change Standard Weekly Hours and click Save. 2. Try to save 0, and try 200.
✅ Pass if a valid value (e.g. 38) saves with a toast; 0 and 200 are rejected with "must be between 0 and 168". Save is disabled until you change the value.
❌ Fail if an out-of-range value saves — 🟠 Major (drives leave accrual maths).
D. Payroll Settings — Working Holiday Maker 🔴¶
D1 — Registered WHM employer toggle¶
Steps 1. Toggle Registered WHM employer.
✅ Pass if it auto-saves with a toast; an amber "ATO Registration Required" note is shown. This enables the 15% WHM tax rate.
❌ Fail if the toggle doesn't persist — 🔴 Blocker (changes WHM tax withholding). (Verify the effect in the Pay calculations plan.)
E. Payroll Settings — Journal posting 🔴¶
E1 — Auto-post payroll journal on finalise¶
Steps 1. Toggle Auto-post payroll journal on finalise.
✅ Pass if it auto-saves with a toast; when on, finalising a pay run posts the payroll journal to the general ledger.
❌ Fail if the toggle doesn't persist — 🔴 Blocker (money/ledger). (Verify the ledger effect in the Pay runs plan.)
F. Payroll Settings — Super funds¶
F1 — Add a super fund (with Beam picker)¶
Steps 1. In Super Funds, click Add fund. If Beam is connected, use the fund search to pick a fund (auto-fills name/ABN/USI); otherwise type them. 2. Save.
✅ Pass if name/ABN/USI are required (errors shown when blank); Beam search fills them and shows "Selected: {name}"; saving shows "Fund added".
❌ Fail if you can save with a blank required field, or the fund doesn't save — 🟠 Major.
F2 — Edit a fund¶
Steps 1. Click the pencil on a fund card, change a value, save.
✅ Pass if it saves with "Fund updated".
❌ Fail if the edit doesn't persist — 🟠 Major.
F3 — Delete a fund¶
Steps 1. Click the trash on a fund card, confirm.
✅ Pass if a "Delete Fund" confirm warns it's permanent and deletes with "Fund deleted".
❌ Fail if it deletes without confirmation — 🟠 Major.
F4 — Default super fund¶
Steps 1. Set the Default super fund picker (and clear it).
✅ Pass if setting shows "Default super fund updated" and clearing shows "…cleared". The picker is disabled when there are no funds.
❌ Fail if the default doesn't save/clear — 🟠 Major.
G. Pay schedules¶
G1 — Create a schedule¶
Steps 1. In Settings → Pay schedules, click New Schedule. 2. Set name, pay frequency, first period start.
✅ Pass if choosing frequency/start auto-calculates period end and pay date (weekend pay dates roll forward); end must be ≥ start and pay date ≥ start (validation); auto-draft days is 0–30; creating shows "Pay schedule created." and opens the roster panel.
❌ Fail if invalid dates save, or auto-calc doesn't fire — 🟠 Major.
G2 — Edit a schedule¶
Steps 1. Click a schedule row, change the name / auto-draft days / active toggle, Save Changes.
✅ Pass if it saves with "Pay schedule updated."; toggling Active off means the daily sweep skips it.
❌ Fail if changes don't persist — 🟠 Major.
G3 — Manage roster (assign employees)¶
Steps 1. Open a schedule's Employees/roster panel; toggle employees on/off; search.
✅ Pass if toggling assigns/removes employees (count updates); search filters by name/email.
❌ Fail if the assignment doesn't stick, or search doesn't filter — 🟠 Major.
G4 — "Create now" from a schedule (money)¶
Steps 1. On an active schedule with employees, click Create now.
✅ Pass if a pay run is created ("Pay run created.") and you're taken to it; the row disables while creating.
❌ Fail if clicking twice creates two pay runs — 🔴 Blocker.
G5 — Delete a schedule¶
Steps 1. Click the trash on a schedule, confirm.
✅ Pass if the "Delete pay schedule?" confirm explains existing pay runs are unaffected (only future auto-drafting stops) and deletes with a toast.
❌ Fail if it deletes without confirmation, or the copy wrongly implies pay runs are deleted — 🟠 Major.
G6 — "Show inactive only" filter¶
Steps 1. Toggle Show inactive only.
✅ Pass if on = only inactive schedules, off = only active (mutually exclusive).
❌ Fail if the filter shows the wrong set — 🟡 Minor.