Test Scenario for Performance Management

OrangeHRM Demo - Performance

Test Case ID

TC-069

Test Case Name

Verify that the admin can add a performance review for an employee

Pre-Conditions

  • The admin must be logged in (refer to TC-001 for valid login credentials).
  • The employee for whom the performance review is being added must exist in the system.

Test Steps & Expected Results

Step Action Expected Result
Step 1 Navigate to the left sidebar and click on "Performance". The "Manage Reviews" page is displayed.
Step 2 Click on "Configure" at the top and select "Trackers" from the dropdown. The Trackers configuration page is displayed.
Step 3 Click the "+ Add" button. The Add Performance Tracker form is displayed.
Step 4 Fill in the "Tracker Name" field with: Annual Review 2025. The tracker name is entered and visible.
Step 5 Type the employee name in the "Employee Name" field: Linda Anderson. The entered employee name is visible in the field.
Step 6 Fill in the "Reviewers" field with: John Smith. The reviewer's name is entered and visible.
Step 7 Click the "Save" button. A confirmation message appears: Successfully Saved, indicating the performance tracker has been successfully added.

Post-Conditions

  • The performance tracker "Annual Review 2025" is added for employee Linda Anderson.
  • Reviewer John Smith is correctly assigned to the tracker.
  • A success message is displayed confirming the addition.

Test Scenario for Performance Management

OrangeHRM Demo - Performance

Test Case ID

TC-069N-1

Test Case Name

Verify error when Tracker Name is not entered

Pre-Conditions

  • The admin must be logged in.
  • Employee exists in the system.

Test Steps & Expected Results

Step Action Expected Result
Step 1 Navigate to "Performance" → "Configure" → "Trackers" and click "+ Add". Add Performance Tracker form is displayed.
Step 2 Leave Tracker Name empty, enter Employee Name: Linda Anderson and Reviewers: John Smith. Tracker Name field is empty.
Step 3 Click "Save". An error message appears: Tracker Name is required.

Test Scenario for Performance Management

OrangeHRM Demo - Performance

Test Case ID

TC-069N-2

Test Case Name

Verify error when Employee Name is not entered

Pre-Conditions

  • The admin must be logged in.
Step Action Expected Result
Step 1 Navigate to "Performance" → "Configure" → "Trackers" and click "+ Add". Add Performance Tracker form is displayed.
Step 2 Enter Tracker Name: Quarterly Review and Reviewers: John Smith, leave Employee Name empty. Employee Name field is empty.
Step 3 Click "Save". An error message appears: Employee Name is required.

Test Scenario for Performance Management

OrangeHRM Demo - Performance

Test Case ID

TC-069N-3

Test Case Name

Verify error when Reviewers field is not entered

Pre-Conditions

  • The admin must be logged in.
  • Employee exists in the system.
Step Action Expected Result
Step 1 Navigate to "Performance" → "Configure" → "Trackers" and click "+ Add". Add Performance Tracker form is displayed.
Step 2 Enter Tracker Name: Quarterly Review and Employee Name: Linda Anderson, leave Reviewers empty. Reviewers field is empty.
Step 3 Click "Save". An error message appears: Reviewers is required.

Test Scenario for Performance Management

OrangeHRM Demo - Performance

Test Case ID

TC-070

Test Case Name

Verify that the admin can view performance trackers

Pre-Conditions

  • The admin must be logged in (refer to TC-001 for valid login credentials).
  • At least one performance tracker exists in the system.

Test Steps & Expected Results

Step Action Expected Result
Step 1 Navigate to the left sidebar and click on "Performance". "Manage Reviews" page is displayed.
Step 2 Click on "My Trackers" at the top menu. "My Trackers" page is displayed.
Step 3 In the "Records Found" table, locate a tracker, e.g. Quarterly Review for Linda Anderson and click "View" under the "Actions" column. The detailed page for the selected tracker is displayed, showing:
  • Tracker Name: Quarterly Review
  • Employee Name: Linda Anderson
  • Reviewer: John Smith
  • Status: Positive / Negative
  • Comments: Optional notes or feedback visible

Post-Conditions

  • The performance tracker details are correctly displayed for the admin.
  • No data is modified; view-only mode is ensured.

Test Scenario for Performance Management

OrangeHRM Demo - Performance

Test Case ID

TC-071

Test Case Name

Verify that the admin can add tracker logs

Pre-Conditions

  • The admin must be logged in (refer to TC-001 for valid login credentials).
  • At least one performance tracker exists in the system.

Test Steps & Expected Results

Step Action Expected Result
Step 1 Navigate to the left sidebar and click on "Performance". "Manage Reviews" page is displayed.
Step 2 Click on "My Trackers" at the top menu. "My Trackers" page is displayed.
Step 3 Locate the tracker, e.g. Quarterly Review for Linda Anderson, then click "View". Detailed page for the tracker is displayed.
Step 4 Click the "+ Add Log" button. "Add Tracker Log" pop-up form is displayed.
Step 5 Fill in the following fields:
  • Log: Quarterly Performance Improvement
  • Select Positive option
  • Comment: Exceeded targets in Q1 and Q2
The entered log details are visible in the pop-up form.
Step 6 Click the "Save" button. A success notification appears: Successfully Saved, and the new log is displayed in the "Tracker Logs" section.

Post-Conditions

  • The new tracker log is correctly displayed under the performance tracker.
  • All details entered (Log, Positive/Negative, Comment) are saved and visible to the admin.

Test Scenario for Performance Management

OrangeHRM Demo - Performance

Test Case ID

TC-072

Test Case Name

Verify that the admin can edit tracker logs

Pre-Conditions

  • The admin must be logged in (refer to TC-001 for valid login credentials).
  • At least one performance tracker and its associated log must exist in the system.

Test Steps & Expected Results

Step Action Expected Result
Step 1 Navigate to the left sidebar and click on "Performance". "Manage Reviews" page is displayed.
Step 2 Click on "My Trackers" at the top menu. "My Trackers" page is displayed.
Step 3 Locate the tracker (e.g. Quarterly Review for Linda Anderson) and click "View" under the "Actions" column. The detailed page for the selected tracker is displayed.
Step 4 Find the desired log, click the three vertical dots on the right side, and select "Edit". The "Edit Tracker Log" form appears with existing details filled in.
Step 5 Edit the following fields:
  • Log: Change from Quarterly Performance Improvement to Q1 Performance Summary
  • Select Positive (if not already selected)
  • Comment: Update from Exceeded Q1 target to Maintained steady progress in Q2
Updated log details are visible in the edit form.
Step 6 Click the "Save" button. A success message appears: Successfully Updated. The log entry shows a pencil icon ✏️ and an updated modification date.

Post-Conditions

  • The tracker log is updated successfully.
  • The modified log shows the edit icon and the latest modification date.

Test Scenario for Performance Management

OrangeHRM Demo - Performance

Test Case ID

TC-073

Test Case Name

Verify that the admin can delete tracker logs

Pre-Conditions

  • The admin must be logged in (refer to TC-001 for valid login credentials).
  • At least one performance tracker and its associated log must exist in the system.

Test Steps & Expected Results

Step Action Expected Result
Step 1 Navigate to the left sidebar and click on "Performance". "Manage Reviews" page is displayed.
Step 2 Click on "My Trackers" at the top menu. "My Trackers" page is displayed.
Step 3 Locate the tracker (e.g. Quarterly Review for Linda Anderson) and click "View" under the "Actions" column. The detailed page for the selected tracker is displayed.
Step 4 Identify the tracker log to be deleted (e.g. Q1 Performance Summary) and click the three vertical dots at the right end of the log. A dropdown menu with the option "Delete" is displayed.
Step 5 Select "Delete" from the dropdown menu. A confirmation prompt appears asking to confirm the deletion.
Step 6 Click "Yes, Delete" in the confirmation pop-up. The selected log is deleted successfully and no longer visible in the list.
A success notification appears: Successfully Deleted.

Post-Conditions

  • The deleted tracker log is permanently removed from the tracker’s log list.
  • A confirmation message confirms successful deletion.

Test Scenario for Performance Management

OrangeHRM Demo - Performance

Test Case ID

TC-074

Test Case Name

Verify that the admin can search for employee performance trackers

Pre-Conditions

  • The admin must be logged in (refer to TC-001 for valid login credentials).
  • At least one employee performance tracker must exist in the system.

Test Steps & Expected Results

Step Action Expected Result
Step 1 Navigate to the left sidebar and click on "Performance". "Manage Reviews" page is displayed.
Step 2 At the top of the page, click on "Employee Trackers". "Employee Performance Trackers" page is displayed.
Step 3 Fill in the "Employee Name" field (e.g. Linda Anderson) and select an option from the "Include" dropdown (e.g. Current Employees Only). The entered employee name and selected option appear in the search fields.
Step 4 Click the "Search" button. The "Record Found" list displays the relevant employee performance trackers.

Post-Conditions

  • The list of employee performance trackers matching the search criteria is displayed.
  • The admin can proceed to view or edit any tracker from the list.