Back to User Provisioning & Access Management

Test and QA Plan

How the build is validated before go-live: three sequential test phases, edge cases, and production verification.

4 pagesPDF · Quality
FS-DOC-06Quality

Test and QA Plan

User Provisioning and Access Management

[YourCompany.com] · IT Department · Prepared by FullSpec · [Today's Date]

This document defines the full testing strategy for the User Provisioning and Access Management automation, covering the Provisioning Policy Agent and the Offboarding Audit Agent across BambooHR, Okta, Google Workspace, Microsoft 365, Slack, and Jira. It is written for the FullSpec build team executing the test plan. Testing runs across three sequential phases: unit, integration and edge case, and end-to-end production. No phase begins until the previous phase fully passes. Your process owner joins the FullSpec team in Phase 3 to confirm real-world outputs and record sign-off.

01Testing approach

Testing is structured across three phases that run in strict sequence. No phase begins until every test case in the previous phase achieves a passing result. Phase 1 validates each agent in isolation using sandbox credentials. Phase 2 validates the handoffs between agents and stress-tests boundary conditions. Phase 3 validates the complete workflow end to end in the production environment with live credentials, and concludes with process owner review and approval.

1
Phase 1: Unit Testing
Each agent tested in isolation against sandbox credentials
Scope
Provisioning Policy Agent and Offboarding Audit Agent tested individually. Trigger parsing, policy mapping logic, manifest output, and per-tool API calls validated in isolation.
Environment
Sandbox only. No production credentials, no live employee records.
Credential rule
Use sandbox API keys for BambooHR, Okta developer tenant, Google Workspace test domain, Microsoft 365 dev tenant, Slack test workspace, and Jira sandbox project. No production tokens permitted in this phase.
Pass condition
All test cases T01 through T14 return expected outputs with no unhandled errors. Any failure blocks progression to Phase 2.
Who runs it
FullSpec team only.
2
Phase 2: Integration and Edge Case Testing
Agent handoffs and boundary conditions validated
Scope
End-to-end agent handoff sequences (Provisioning Policy Agent to Offboarding Audit Agent) and all defined edge cases including duplicate events, missing data fields, tool unavailability, and human approval timeout.
Environment
Sandbox for edge cases. Staging environment with anonymised data for handoff tests where available.
Credential rule
Sandbox credentials remain in force. Staging credentials may be used for handoff tests only if the staging environment is isolated from production data.
Pass condition
All integration test cases T15 through T21 pass and all edge case tests E01 through E06 return the correct error handling or fallback behaviour.
Who runs it
FullSpec team only.
3
Phase 3: End-to-End Production Test
Full live-environment verification with process owner sign-off
Scope
Three complete production runs covering new hire provisioning, lateral transfer, and termination. Error log verification and audit trail confirmation in Jira. Final process owner review and approval.
Environment
Production environment with live credentials. Test employee records only, voided after each run.
Credential rule
Production credentials used for the first time in this phase. All production API tokens must be scoped to least-privilege before Phase 3 begins. Sandbox credentials must be revoked from the automation platform before the first production run.
Pass condition
All production test cases T22 through T26 pass, including the process owner approval recorded in the FullSpec confirmation system.
Who runs it
FullSpec team executes all test runs. Process owner joins Phase 3 to review outputs and record approval.
Test and QA PlanPage 1 of 4
FS-DOC-06Quality

02Phase 1 — unit test cases

Sandbox credentials only. No production API tokens, live employee records, or real Okta tenants are to be used during Phase 1. If a test requires a BambooHR webhook, fire it from the BambooHR sandbox environment or use a synthetic HTTP POST to the webhook endpoint. All Okta calls go to the Okta developer tenant. Google Workspace calls target the designated test domain. Microsoft 365 calls use the dev tenant. Slack calls use the isolated test workspace. Jira calls target the sandbox project only.

Provisioning Policy Agent — Unit Tests

ID
Scenario
Input
Expected Output
Pass Criteria
T01
Happy path: new hire, standard role
BambooHR webhook: status=New Hire, role=Marketing Coordinator, department=Marketing
Provisioning manifest generated; accounts queued for Okta, Google Workspace, Microsoft 365, Slack; no elevated-permissions flag
Manifest JSON contains all five systems; elevated_permissions flag is false; no error thrown
T02
Happy path: lateral transfer
BambooHR webhook: status=Transfer, role=Senior Engineer, department=Engineering (from Support)
Manifest generated with delta permissions; old group memberships removed; new groups assigned; no full deprovision triggered
Manifest includes remove_groups and add_groups arrays; Okta profile attributes updated; no termination actions triggered
T03
Happy path: termination trigger
BambooHR webhook: status=Terminated, employee_id=EMP-0042
Deprovisioning manifest generated; all five systems flagged for deactivation; Offboarding Audit Agent triggered
Manifest type is deprovision; all systems listed; Offboarding Audit Agent trigger event emitted within 5 seconds
T04
Elevated permissions required: admin role
BambooHR webhook: status=New Hire, role=IT Systems Administrator
Manifest generated with elevated_permissions=true; workflow pauses at human review gate; no accounts created yet
Accounts are NOT created; review task queued in orchestration layer; IT admin notification sent via Slack
T05
BambooHR webhook payload missing department field
BambooHR webhook: status=New Hire, role=Analyst, department=(empty)
Agent logs a validation error; workflow halts; alert sent to IT admin via Slack; no manifest produced
Error is logged with field name and employee ID; no partial manifest written; Slack alert delivered within 60 seconds
T06
BambooHR webhook payload missing employee_id
BambooHR webhook: status=New Hire, employee_id=(null)
Agent rejects event; dead-letter queue entry created; no downstream action taken
Event is written to dead-letter queue with rejection reason; no Okta, Google, M365, or Slack calls made
T07
Okta API returns 429 rate-limit error during account creation
Valid new-hire manifest; Okta sandbox configured to return 429 on first call
Agent retries after exponential backoff (2s, 4s, 8s); succeeds on second attempt; manifest marked complete
Retry logic fires; success logged on retry; total latency under 30 seconds; no duplicate Okta user created
T08
Google Workspace API returns 403 Forbidden during group assignment
Valid new-hire manifest; Google Workspace sandbox returns 403 on groups.insert call
Agent logs the error with the specific group ID; Jira ticket raised for manual resolution; other systems continue
Error logged with group_id and error_code; Jira ticket created with correct priority; Okta and M365 steps still complete

Offboarding Audit Agent — Unit Tests

ID
Scenario
Input
Expected Output
Pass Criteria
T09
Happy path: full deactivation sequence
Deprovisioning manifest for EMP-0042; all five systems available
Okta account suspended and deactivated; Google Workspace account suspended and ownership transferred to manager; Microsoft 365 licence removed and Teams membership revoked; Slack account deactivated; Jira audit ticket created with timestamps
All five deactivation confirmations received; Jira ticket contains timestamp for each step; total time under 10 minutes
T10
File and email ownership transfer to manager
Deprovisioning manifest; manager_email=jreeves@[YourCompany.com]; Google Drive owned by EMP-0042
Google Drive files transferred to manager; Gmail forwarding set to manager; mailbox archived per retention policy
Drive transfer API call returns success; Gmail forwarding confirmed; mailbox archive status confirmed in Google Admin
T11
Jira audit ticket structure and completeness
Completed deprovisioning sequence with all five systems confirmed
Jira ticket created in audit project; contains employee ID, termination date, and a timestamped row for each system deactivated
Jira ticket exists; all five systems have a timestamp entry; ticket status is Closed; no fields are null
T12
Okta deactivation fails to confirm within 2 minutes
Deprovisioning manifest; Okta sandbox configured to return no confirmation response within 120 seconds
Agent raises a critical alert via Slack to IT admin; Jira ticket flagged as Incomplete; remaining systems proceed
Slack alert sent within 125 seconds of Okta call; Jira ticket status is Incomplete with Okta row marked as unconfirmed; Google, M365, and Slack deactivations still attempted
T13
Microsoft 365 licence removal fails: licence already unassigned
Deprovisioning manifest; Microsoft 365 dev tenant shows licence as already unassigned for EMP-0042
Agent detects idempotent state; logs that licence was already removed; continues without error
No error thrown; audit log notes pre-existing state; Jira ticket records M365 as confirmed with a note
T14
Slack deactivation API call returns user not found
Deprovisioning manifest; Slack test workspace has no account for EMP-0042
Agent logs that Slack account was not found; treats as already deactivated; no error raised; audit record notes the state
Jira audit ticket records Slack as not found, treated as deactivated; no unhandled exception; workflow completes
Test and QA PlanPage 2 of 4
FS-DOC-06Quality

03Phase 2 — integration and edge case tests

Integration Tests: Agent Handoffs

ID
Scenario
Input
Expected Output
Pass Criteria
T15
Provisioning Policy Agent passes manifest to Okta action correctly
New-hire manifest with role=Support Analyst; standard permissions only
Okta user created with correct profile attributes (department, title, manager); assigned to Support group; SSO activated
Okta user record contains department=Support, title=Support Analyst; group membership confirmed via GET /api/v1/users/{id}/groups
T16
Full new-hire provisioning chain: Okta to Google Workspace to Microsoft 365 to Slack
Standard new-hire manifest; all four systems available in sandbox
Each system provisioned in order; each step waits for confirmation from the previous before proceeding; total elapsed time under 8 minutes
Sequential confirmation receipts logged; no step begins before the previous confirms; elapsed time recorded and under 480 seconds
T17
Elevated-permission approval gate: IT admin approves via Slack action
New-hire manifest with elevated_permissions=true; IT admin action button clicked in Slack
Approval event captured by orchestration layer; provisioning resumes; accounts created with elevated profile
Approval timestamp recorded; accounts created post-approval only; audit log notes manual approval with approver identity
T18
Termination trigger to Offboarding Audit Agent handoff
Termination event from BambooHR; Provisioning Policy Agent produces deprovision manifest
Offboarding Audit Agent receives manifest within 10 seconds; begins deactivation sequence; no data lost in handoff
Agent receives complete manifest; employee_id, manager_email, and all system flags present; no fields null on receipt
T19
Jira audit ticket created after full deactivation with Slack manager notification
Complete offboarding sequence for EMP-0099; manager_email valid
Jira audit ticket created; Slack direct message sent to manager confirming all accounts deactivated; ticket ID included in Slack message
Jira ticket exists with all timestamps; Slack DM delivered to manager; Slack message contains Jira ticket URL
T20
Transfer event: access delta correctly computed and applied
Transfer manifest: from department=Finance to department=Product; role changed to Product Manager
Finance groups removed from Okta and Google Workspace; Product groups added; Microsoft 365 groups updated; no full deprovision
Remove and add arrays applied correctly; no accounts suspended; Jira entry logs transfer with old and new group lists
T21
End-to-end latency within SLA for standard new hire
Standard new-hire webhook; all systems available; no elevated permissions
All accounts provisioned and Jira audit entry created within 10 minutes of webhook receipt
Total elapsed time from webhook receipt to Jira ticket creation is under 600 seconds; logged in run metadata

Edge Case Tests

ID
Scenario
Input
Expected Output
Pass Criteria
E01
Duplicate BambooHR webhook for the same employee and event
Two identical New Hire webhooks for EMP-0101 fired within 30 seconds of each other
Idempotency check detects duplicate; second event discarded; only one set of accounts created; deduplication logged
Exactly one Okta user exists for EMP-0101; deduplication log entry present with reason and timestamp of second event
E02
Missing manager_email in termination manifest
Termination manifest for EMP-0055; manager_email field is null
Deactivation proceeds for all systems; file ownership transfer falls back to IT admin email; alert sent to IT admin
Google Drive ownership transferred to IT admin fallback address; alert logged and delivered; Jira ticket notes fallback was used
E03
BambooHR sends an unknown status value
BambooHR webhook: status=On_Leave (not a recognised trigger value)
Agent discards event; no action taken; event written to audit log as unrecognised with the raw status value
No accounts created or modified; audit log entry exists with raw status value; no error alert sent to IT admin
E04
Okta API completely unavailable during a new-hire provisioning run
Valid new-hire manifest; Okta endpoint returns 503 for 5 consecutive attempts
Agent exhausts retries; halts Okta step; sends critical Slack alert to IT admin; other system steps do not proceed (Okta is prerequisite); Jira ticket created as Blocked
Slack critical alert delivered; Jira ticket status is Blocked with Okta listed as the failing system; no Google, M365, or Slack provisioning attempted without Okta confirmation
E05
Jira API unavailable at end of offboarding sequence
Complete deprovisioning sequence confirmed for all five systems; Jira returns 503 on ticket creation
Agent retries Jira ticket creation three times with backoff; on final failure, sends Slack alert to IT admin with full audit data in the message body so the record is not lost
Slack alert contains all five deactivation timestamps; alert is delivered within 5 minutes of final Jira retry; retry count is three
E06
Human approval timeout: IT admin does not approve elevated-permission request within 4 hours
New-hire manifest with elevated_permissions=true; no Slack action taken by IT admin within 240 minutes
Orchestration layer escalates: sends a second Slack reminder to IT admin and copies the Operations Lead; provisioning remains paused; no accounts created
Second Slack message sent to IT admin and Operations Lead at 240-minute mark; accounts remain unprovisioned; escalation logged in run metadata with timestamps
Test and QA PlanPage 3 of 4
FS-DOC-06Quality

04Phase 3 — end-to-end production test

Important before running Phase 3: use a dedicated internal test employee record created specifically for this purpose. The test account must use an internal email address (for example, test-provisioning@[YourCompany.com]) and must never be associated with a real person. After each production test run, void the test record in BambooHR, deactivate the created accounts immediately, remove the Jira audit ticket, and confirm with the FullSpec team that no residual access remains. Do not proceed to the next test case until cleanup is confirmed. Production API tokens must be least-privilege scoped before Phase 3 begins, and the FullSpec team must confirm sandbox credentials have been removed from the automation platform.
ID
Scenario
Input
Expected Output
Pass Criteria
T22
Full production new-hire provisioning run: standard role
BambooHR production record set to New Hire; role=Test User Standard; department=IT; manager=Jordan Reeves
Okta account created within 2 minutes; Google Workspace account created and added to correct OU; Microsoft 365 licence assigned; Slack workspace invitation sent; Jira audit ticket created; Slack notification delivered to manager Jordan Reeves
All six system actions confirmed; total elapsed time under 10 minutes; Jira ticket contains all required fields; manager Slack DM received; test account voided post-run
T23
Full production termination and deprovisioning run
BambooHR production record set to Terminated for the T22 test account
Okta account deactivated; Google Workspace suspended and Drive ownership transferred to manager; Microsoft 365 licence removed; Slack account deactivated; Jira audit ticket created with timestamps for each step; Slack DM to manager confirming lockout
All five system deactivations confirmed; Jira ticket timestamped per system; total elapsed time under 10 minutes; no residual active sessions in any system; test account voided post-run
T24
Full production lateral transfer run
BambooHR production record status changed to Transfer; department changed from IT to Operations for the test account
Okta profile updated with new department attribute; old IT groups removed and Operations groups added in Google Workspace and Microsoft 365; Slack channel memberships updated; Jira audit ticket records the delta
Delta correctly applied with no full deprovision; old group memberships absent; new memberships confirmed; Jira ticket records both old and new group lists; test account voided post-run
T25
Error log verification: confirm all run metadata is captured correctly
Review of run logs from T22, T23, and T24 in the automation platform and Jira
Each run has a complete log entry showing trigger timestamp, each action taken, confirmation received, and total elapsed time; any retries are noted; no unhandled exceptions in any run
Three run logs present; each contains trigger event, sequential action confirmations, and elapsed time; error field is null or contains only handled retry entries; FullSpec team confirms logs are accessible from the monitoring dashboard
T26
Process owner review and approval: sign-off on Phase 3 results
Process owner (IT Administrator, Jordan Reeves) reviews outputs from T22 through T25: Jira audit tickets, Slack notifications, system account states, and run logs
Process owner confirms all outputs are correct and match expected behaviour for provisioning, transfer, and termination events; approval recorded in the FullSpec confirmation system with timestamp and reviewer identity
Process owner approval recorded in FullSpec confirmation system. Reviewer identity, timestamp, and a reference to test cases T22 through T25 are all present in the confirmation record. This constitutes the final Phase 3 pass condition and closes the QA plan. No separate sign-off block is required.
On completion of T26, the FullSpec team will issue a QA completion summary to the process owner at support@gofullspec.com, confirming that all three phases have passed and the automation is cleared for live operation. Any outstanding items identified during Phase 3 will be documented as post-launch actions with owners and target dates before go-live is confirmed.
Test and QA PlanPage 4 of 4

More documents for this process

Every document generated for User Provisioning & Access Management.

Launch Plan
Operations · Owner
View
ROI and Business Case
Finance · Owner
View
Process Runbook / SOP
Operations · Owner
View
Developer Handover Pack
Technical · Developer
View
Integration and API Spec
Technical · Developer
View