How Do I Edit a Flow Pattern and Create Multiple Owners

In this example, you copy a QuickPay flow pattern and change the task owners and assign tasks to multiple individuals within a group.

You can also claim a task within the flow, review notifications, and set the status of the flow task as 'Completed', so that the flow continues.

Consider these key decisions for this scenario.

Decisions to Consider	In this Example
Who is the task owner for the Verify Payroll Results task?	Payroll Supervisor
Who is the task owner for the Calculate QuickPay Prepayments task?	Any person who has the Payroll Clerk data role and privileges.
Who is the task owner for the View Prepayments Results task?	Payroll Supervisor
Who is the task owner for the Make External Payment task?	Any person who has the Payroll Clerk data role and privileges.
Who is the task owner for the Verify Payment task?	Payroll Supervisor

Before You Start

Before you begin, complete the following.

Use the Payroll Flow Pattern task and create a QuickPay flow pattern by copying the predefined QuickPay flow pattern. Enter a name for the copied flow pattern and enter the legislative data group (LDG), to restrict this flow to a single LDG. Use the Owner Type and Owner fields to specify the group or person who can have access to the tasks.
Use the Data Roles and Security Profiles task and create a data role for Payroll Supervisor and Payroll Clerk.
Set up the right privileges for the data roles you create.

The HCM data role security determines who can submit or view the tasks within the flow pattern. To specify a task owner:

Select the Payroll Flow Patterns task under Payroll in My Client Groups on the Home page.
Search for the QuickPay flow that you created, and click Edit.
On the Tasks tab, select the Verify Payroll Results task, and click Edit Task .

On the Edit Task Details: Owner and Checklist page, complete these fields.

Field	Value
Owner Type	User
Owner	Payroll Supervisor

Similarly, select the View Prepayment Results task and select Payroll Supervisor as the task owner.
Next, select the Verify Payment task and select Payroll Supervisor as the task owner.
On the Tasks tab, select the Calculate QuickPay Prepayments task, and click Edit Task .

On the Edit Task Details: Owner and Checklist page, complete these fields.

Field	Value
Owner Type	Group
Owner	Payroll Clerk

Similarly, select the Make External Payment task and select Payroll Supervisor as the task owner.
In the Notifications region, select the Flow Task Start Notification option for each task.
Click Submit, and return to the Payroll Flow Patterns page.
On the Payroll Flow Patterns page, click Submit.
Once a task is assigned to a group, all users within the group receive the notification for the task, once the task is in the 'Started' status in the checklist. You can review the notification sent to you and claim the task. Use the Actions menu to set the status of the task as, 'Mark as Complete', to continue the flow. You can also approve, reject, or reassign the task using the Actions menu in the Notifications region.