What this module does
A test execution is a single run of a test script against the SuccessFactors environment. You step through the script, record what happened at each step, and the execution captures:- Pass / Fail / Blocked / Skip status per step
- Actual results (what really happened, if different from expected)
- Attachments (screenshots, logs, screen recordings)
- Defects linked back to the failing step
- Timing (auto-tracked)
- Tester notes
Who uses this module
Before you start
You need:- Active scripts in your project. See Test Scripts.
- A test cycle — the container for this round of execution (e.g. “Q2 2026 UAT”, “Smoke Test — Sandbox Refresh”).
- Assignments — the Test Coordinator assigns scripts to testers. If you don’t see any assignments, ask your Coordinator to assign you.
Step-by-step: execute a test script
Open the Executions tab

Executions tab with My Executions filter active showing 7 scripts assigned to current user.
Pick a script
- Script title and metadata (scenario, test case, SF module)
- Progress bar (steps completed / total)
- Status (In Progress / Completed)

Execution view opening on Step 1 of 8 with the script header at top and step content below.
Step through the script
- Read the action (“Open the Hire Wizard from People → Add New”)
- Read the test data (a table with the values to enter)
- Read the expected result (“Wizard advances to Step 2”)
- Do it in SuccessFactors (separate window)
- Record what happened — click Pass, Fail, Blocked, or Skip

A single execution step showing action, test data table, expected result, and the four status buttons.
Add notes or screenshots (optional but encouraged)
- Type a note (“Wizard took 6 seconds to load — slow but functional”)
- Drag-and-drop screenshots into the step
- Record your screen with the built-in capture button (great for “It worked but looked weird”)

Step with two screenshots attached and a note describing slow load time.
If a step fails, log a defect immediately
- Title — drafted from the step’s expected vs actual
- Reproduction steps — auto-populated from all steps in this script up to and including the failed step
- Test data — copied from the failed step
- Severity — defaulted to Medium; adjust as needed
- Screenshots — anything you attached to this step

Defect form sliding in from the right with auto-populated fields after clicking Fail.
Continue or stop
- Continue through all remaining steps
- Mark the rest as Blocked if a critical failure prevents further testing
- Pause — save your progress and come back later (your status is preserved)

Execution view at step 5 of 8 with the 'Mark remaining as Blocked' option in the dropdown.
Complete the execution
- Steps passed / failed / blocked / skipped
- Time elapsed
- Defects logged
- Attachments uploaded

Execution summary screen with metric tiles and a 'Move to next script' button.
Watching the cycle in real time (Coordinators / Managers)
While testers execute, the Cycle Dashboard updates live:- Progress bar per script (Not Started / In Progress / Completed)
- Pass rate per scenario, category, and SF module
- Defect count by severity (with one-click drill-in)
- Tester-by-tester progress and velocity
- Blocker queue (executions stuck on “Blocked” status)

Cycle Dashboard with progress charts, defect counts by severity, and tester velocity tiles.
Re-executing a failed script after a fix
Wait for the defect to be marked Resolved
Open the original execution
Click 'New Execution'

Execution detail header with 'New Execution' button creating version 2.
Run through the failed steps
Tips
Log defects inline, always
Use the pause feature for interruptions
Capture screenshots even on Pass
Don't skip steps you 'know will pass'
Use Blocked sparingly
Update your status visibly
Execution states
Troubleshooting
I don't see any scripts assigned to me
I don't see any scripts assigned to me
- The Coordinator hasn’t assigned scripts yet — message them
- Filter is on ‘My Executions’ and the cycle is new — switch to “All Executions” to see the full pool
- You’re in the wrong cycle — check the cycle dropdown at the top
I clicked Pass by mistake on a failed step
I clicked Pass by mistake on a failed step
My screenshot won't attach
My screenshot won't attach
- Max file size: 25 MB per attachment
- Accepted formats: PNG, JPG, GIF, MP4, WEBM
- If drag-and-drop fails, use the Upload button instead
- If still failing, save the screenshot to your desktop first, then upload — sometimes copy-paste from the clipboard gets garbled
The execution view crashed mid-script
The execution view crashed mid-script
I need to re-run a single failed step, not the whole script
I need to re-run a single failed step, not the whole script
My defect form is missing the SF module field
My defect form is missing the SF module field
I want to add a note to the cycle (not a specific step)
I want to add a note to the cycle (not a specific step)