{
  "test_id": "ORCL.HCM.COMP.BONUS",
  "scenario_name": "Bonus Allocation",
  "application": "Oracle Fusion Cloud",
  "product": "HCM",
  "module": "Compensation",
  "process": "Bonus Allocation",
  "business_flow": "Compensation-to-Pay",
  "scenario_type": "Positive / Negative / Boundary / Security",
  "priority": "High",
  "automation_status": "SyntraFlow Ready",
  "library": "Syntra Standard",
  "canonical_url": "https://www.syntraflow.cloud/oracle-erp-testing-tool/test-library/hcm/compensation/bonus-allocation/",
  "objective": {
    "intro": "This test validates fixed, percentage and performance-based bonus allocation in Oracle Fusion HCM Compensation against configured guidelines, budget and worker eligibility, without hard-coding any specific bonus amount or percentage as a universal standard.",
    "confirms": [
      "a bonus can be allocated to a worker using a fixed amount, a percentage of eligible pay, or a performance-based calculation tied to a performance rating",
      "prorated and multi-worker bonus allocations are correctly calculated and recorded",
      "proposed bonus amounts are correctly evaluated against the applicable guideline, including boundary and out-of-guideline values",
      "proposed bonus allocations are correctly evaluated against the configured budget for the allocation cycle",
      "deliberately invalid submissions — zero or negative bonus, ineligible, inactive or terminated worker, budget-exceeding amount, unauthorized allocation — are correctly rejected or flagged rather than silently accepted",
      "an approved bonus allocation is correctly routed through approval where required and reflected in the worker's compensation record and in payroll"
    ],
    "scope_note": "A negative or boundary Bonus Allocation scenario passes when Oracle correctly enforces the expected data, guideline, budget or approval rule; this test does not attempt to certify a specific Oracle application defect, and does not hard-code any specific bonus amount or percentage as a universal standard — actual guidelines, budgets and approval thresholds depend entirely on customer-specific Oracle Fusion configuration. Where an entry or validation appears unexpected or its cause is unclear, it is treated as requiring further investigation and supporting evidence rather than a confirmed conclusion. This page catalogs 28 individual Bonus Allocation scenarios — the fourth family page in the Compensation cluster — as a single comprehensive reference rather than as separate indexable pages."
  },
  "preconditions": [
    "Oracle Fusion Compensation access is available to the test user.",
    "A representative ${WORKER} with an active assignment and a known ${PERFORMANCE_RATING} is available.",
    "Valid ${GUIDELINE} and ${BUDGET} configuration is available for the bonus allocation cycle being tested.",
    "A list of valid ${BONUS_TYPE} values (fixed, percentage, performance-based) is configured and available for selection.",
    "Both an eligible ${WORKER} and a worker who does not meet bonus eligibility criteria are available for eligibility testing.",
    "An inactive or terminated worker record is available for negative testing, alongside a user without the required Compensation security access.",
    "Where approval routing is configured, a valid ${APPROVER} is available to approve, reject or request revision of a submitted bonus allocation."
  ],
  "test_data": [
    {
      "field": "Worker",
      "example": "${WORKER}"
    },
    {
      "field": "Bonus Type",
      "example": "${BONUS_TYPE}"
    },
    {
      "field": "Bonus Amount",
      "example": "${BONUS_AMOUNT}"
    },
    {
      "field": "Bonus Percent",
      "example": "${BONUS_PERCENT}"
    },
    {
      "field": "Guideline",
      "example": "${GUIDELINE}"
    },
    {
      "field": "Budget",
      "example": "${BUDGET}"
    },
    {
      "field": "Performance Rating",
      "example": "${PERFORMANCE_RATING}"
    },
    {
      "field": "Effective Date",
      "example": "${EFFECTIVE_DATE}"
    },
    {
      "field": "Approver",
      "example": "${APPROVER}"
    }
  ],
  "business_steps": [
    {
      "step_number": 1,
      "step_name": "Sign In to Oracle Fusion HCM",
      "action": "Sign in to Oracle Fusion Cloud with a user account that has Compensation access.",
      "test_data": "",
      "expected_result": "The Oracle Fusion Cloud home page loads successfully for the authenticated user.",
      "validation_type": "action"
    },
    {
      "step_number": 2,
      "step_name": "Navigate to the Bonus Allocation Worksheet",
      "action": "Navigate to the bonus allocation worksheet or record used to allocate a bonus for ${WORKER}.",
      "test_data": "${WORKER}",
      "expected_result": "The bonus allocation worksheet or record opens with the worker's current compensation details visible.",
      "validation_type": "action"
    },
    {
      "step_number": 3,
      "step_name": "Select Worker(s) and Bonus Type",
      "action": "Select the worker(s) to receive the bonus and the applicable ${BONUS_TYPE} (fixed, percentage or performance-based).",
      "test_data": "${WORKER} / ${BONUS_TYPE}",
      "expected_result": "The selected worker(s) and bonus type are recorded correctly on the allocation entry.",
      "validation_type": "action"
    },
    {
      "step_number": 4,
      "step_name": "Enter Bonus Amount or Percentage",
      "action": "Enter ${BONUS_AMOUNT} or ${BONUS_PERCENT} for the selected worker(s), within the configured ${GUIDELINE} and ${BUDGET}.",
      "test_data": "${BONUS_AMOUNT} / ${BONUS_PERCENT} / ${GUIDELINE} / ${BUDGET}",
      "expected_result": "The proposed bonus is correctly accepted, warned or blocked according to the configured guideline and budget rules.",
      "validation_type": "business_assertion",
      "note": "Correctly blocking or warning on an out-of-guideline or over-budget bonus is a passing outcome for negative and boundary scenarios, not a failure."
    },
    {
      "step_number": 5,
      "step_name": "Submit for Approval",
      "action": "Submit the bonus allocation for approval where required, routing to ${APPROVER}.",
      "test_data": "${APPROVER}",
      "expected_result": "A valid bonus allocation is submitted successfully, or a deliberately invalid submission is rejected with the expected validation.",
      "validation_type": "action"
    },
    {
      "step_number": 6,
      "step_name": "Verify Approval or Rejection Handling",
      "action": "Confirm the bonus allocation is correctly approved, rejected or returned for revision by ${APPROVER}.",
      "test_data": "${APPROVER}",
      "expected_result": "The approval, rejection or revision outcome is correctly reflected on the bonus allocation.",
      "validation_type": "business_assertion"
    },
    {
      "step_number": 7,
      "step_name": "Verify Bonus Reflected in Worker Record",
      "action": "Confirm the approved bonus is reflected on ${WORKER}'s compensation record.",
      "test_data": "${BONUS_AMOUNT}",
      "expected_result": "The worker's record correctly shows the approved bonus against the intended effective date.",
      "validation_type": "business_assertion"
    },
    {
      "step_number": 8,
      "step_name": "Verify Payroll Picks Up the Bonus",
      "action": "Confirm that payroll correctly picks up the approved bonus for the applicable pay period.",
      "test_data": "${EFFECTIVE_DATE}",
      "expected_result": "Payroll correctly reflects the approved bonus for the intended pay period.",
      "validation_type": "business_assertion",
      "note": "This is the main downstream business assertion for the scenario across the full catalog of 28 Bonus Allocation variations."
    }
  ],
  "expected_results": [
    "Each bonus allocation recorded correctly with the intended bonus type, amount or percentage and effective date.",
    "Fixed, percentage-based and performance-based bonuses correctly calculated the resulting bonus amount.",
    "Guideline and budget rules correctly enforced — within guideline, at guideline maximum, above guideline, below guideline or over budget as configured.",
    "Ineligible, inactive or terminated workers correctly blocked from receiving a bonus allocation.",
    "Approval routing correctly enforced where required, including approval, rejection and revision after rejection.",
    "Approved bonuses correctly reflected in the worker record and in payroll."
  ],
  "validation_checkpoints": [
    "Bonus correctly calculated per configured type (fixed/percentage/performance).",
    "Guideline and budget rules correctly enforced.",
    "Ineligible/inactive/terminated workers correctly blocked.",
    "Approval routing correctly enforced where required.",
    "Bonus correctly transferred to payroll with the correct effective date.",
    "Duplicate bonus allocation correctly prevented."
  ]
}