Documentation Index
Fetch the complete documentation index at: https://docs.testfactors.com/llms.txt
Use this file to discover all available pages before exploring further.
New here? This page is written for HR analysts, HRIS specialists, business analysts, and testers — not engineers. No technical background required.
What is TestFactors?
TestFactors helps your team test HR system changes faster and with less risk — especially in SAP SuccessFactors Employee Central. Instead of writing test cases by hand from spec workbooks, you upload your workbook and our AI assistant drafts the scenarios, test cases, and test scripts for you. You stay in control: review, edit, approve, execute. Think of it as the difference between writing 200 test cases from scratch versus reviewing 200 drafts an assistant prepared for you.What you upload
Your HR specification or configuration workbooks (e.g. Foundation Objects, Position Management, Employee Data).
What you get back
Auto-generated scenarios, test cases, scripts, and defect drafts — ready for your review.
Who’s who: understanding your role
Your role decides what you can see and do. If a button is missing, it’s almost always a role thing — ask your workspace Owner or Admin to adjust your access.| Role | What they typically do |
|---|---|
| Owner | Sets up the workspace, invites people, manages billing and settings. Usually one person per organization. |
| Admin | Manages projects, members, and templates. Can do almost everything an Owner can, except billing. |
| Member | Day-to-day work: uploads workbooks, reviews AI drafts, runs tests, logs defects. This is most users. |
| Viewer | Read-only access. Great for stakeholders who want visibility without editing. |
Your first 15 minutes
Sign in
Go to your TestFactors workspace URL (your admin sent it to you). Sign in with the email your admin invited.
You should land on the Projects screen. If you see “No projects yet,” that’s normal — you’re about to fix that.
Open or create a project
A project is a container for everything related to one piece of work — for example “Q2 2026 EC Foundation Objects Release” or “New Hire Process Redesign.”
- If your admin already created a project for you, click it.
- If not, click + New Project, give it a clear name (mention the release or change), and pick the right organization.
Upload your first workbook
Inside your project, click Workbooks → Upload. Drop in your
.xlsx file (Foundation Objects, Position Management, Employee Data, EC Transactions — all supported).TestFactors will read the workbook and tell you:- Which sheets it understood
- Which columns are required vs optional
- Any fields it wants you to clarify
This usually takes 30 seconds to 2 minutes depending on workbook size. You can keep working — you’ll get a notification when it’s ready.
Let the AI draft your scenarios
Once the workbook is processed, click Generate Scenarios. The AI assistant reads the workbook and proposes test scenarios grouped into categories like Hire, Rehire, Job Change, Termination, etc.You’ll see a chat panel on the right — you can refine the output in plain English:
“Add more edge cases for international transfers” “Skip the termination scenarios for now” “Group these by country instead”
Review, approve, and you're off
Walk through the AI’s draft scenarios. For each one you can:
- Approve → it moves into your test library
- Edit → tweak the wording or steps
- Reject → discard it (with optional feedback that trains the AI)
You did it. You just went from a spec workbook to a reviewed test library in minutes instead of days.
The big picture: how everything connects
TestFactors follows the natural HR testing workflow. Each module hands off cleanly to the next:Test Cases
Specific situations within a scenario (e.g. “Hire a salaried US employee with stock eligibility”).
Common questions
Will the AI replace my judgment?
Will the AI replace my judgment?
No. TestFactors drafts — you decide. Nothing the AI produces goes live until a human approves it. Your domain expertise is exactly what makes the output good; the AI just saves you the typing.
Is my data safe?
Is my data safe?
Yes. Your workbooks and test data live inside your organization’s workspace. Other organizations can’t see your data. Talk to your Admin if you need details on data residency, retention, or our security posture.
What file types can I upload?
What file types can I upload?
Excel workbooks (
.xlsx) are the primary format. CSV exports are also supported for some flows (e.g. import templates, employee data extracts).I uploaded a workbook but nothing happened.
I uploaded a workbook but nothing happened.
Three things to check:
- Is the file
.xlsx(not.xlsor a Google Sheet export)? - Is it under 50 MB? Larger files need to be split.
- Does it have at least one sheet with column headers in row 1?
Can I undo something the AI did?
Can I undo something the AI did?
Yes. Generated items live in a Proposed state until you approve them. Reject or delete them with no consequence. Approved items can be edited or archived at any time.
Why can't I see a button or page my colleague can see?
Why can't I see a button or page my colleague can see?
Where to go next
Pick the module you’re working in today. Each guide is short, plain-English, and screenshot-driven.Workbooks
Upload spec workbooks, understand how TestFactors reads them, manage versions.
Scenarios & Categories
Organize what you’re testing. Generate scenarios with the AI assistant.
Test Cases
Review, edit, and approve AI-drafted test cases.
Test Scripts
Step-by-step scripts your team (or automation) can run.
Test Execution
Run scripts, record results, track progress in real time.
Defects
Log issues with AI-drafted reproduction steps. Triage and resolve.
Knowledge Wiki
Capture institutional knowledge so the AI gets smarter with every release.
Memberships & Access
Invite teammates, manage roles, and control who can do what.
Settings
Tune your workspace, organization, and project preferences.
FactorBot (AI Chat)
Ask the AI anything about your project — it knows your workbooks and history.
Need help?
Search the docs
Use the search bar at the top — it covers every guide on this site.
Ask FactorBot
The chat icon inside the app can answer most “how do I…” questions in seconds.
Contact your Admin
For access, billing, or organization-specific questions, your workspace Admin is the fastest path.
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