Payroll Flow Patterns and Flows for the US

There are several predefined tasks you can use to define and process payroll, such as processes, reports, and tasks. You can group together a set of tasks to form a flow.

When you submit a flow pattern, you must provide a unique name for it. This instance of a flow pattern is referred to as a flow.

A flow pattern is a series of tasks that are grouped together in a predefined order. The tasks are grouped into activities, such as extract reports and processes, or tasks that cover a phase of the payroll process. A flow pattern can consist of a single task such as Calculate Payroll or a series of tasks that are grouped together in a predefined order. The tasks are grouped into activities such as extract reports and processes, or tasks that cover a phase of the payroll process. A flow pattern can include automatic or manual tasks.

You can manage flows in these ways.

What you can do	What this does
Manage a flow: From My Client Groups, click either Payroll or Data Exchange. Click Submit a Flow.	Determine the sequence of tasks executed. Define parameter binding rules so that parameters that are common across multiple tasks, such as dates, can be entered only once on submission. When the flow is submitted, the same value can be used across all tasks within the flow. Use the checklist to monitor the status of tasks within the flow.
Schedule a flow	Run the flow at a specified time or at regular intervals and monitor the status of the tasks within a flow Link one or more flows to create a process Define a flow within a flow Define a flow to execute multiple instances of a task within the flow

What you can do

What this does

Manage a flow:

From My Client Groups, click either Payroll or Data Exchange.
Click Submit a Flow.

Determine the sequence of tasks executed.
Define parameter binding rules so that parameters that are common across multiple tasks, such as dates, can be entered only once on submission. When the flow is submitted, the same value can be used across all tasks within the flow.
Use the checklist to monitor the status of tasks within the flow.

Schedule a flow

Run the flow at a specified time or at regular intervals and monitor the status of the tasks within a flow
Link one or more flows to create a process
Define a flow within a flow
Define a flow to execute multiple instances of a task within the flow

Predefined Flow Patterns

The following payroll flow patterns are automatically available to you.

Expedited Payroll Flow
Payroll Cycle
QuickPay
QuickPay and View SOE
QuickPay Simplified
Run Employee Active Payroll Balance Report
US Simplified Payroll Cycle

For example, the Expedited Payroll Flow pattern includes a sequence of payroll tasks and reports to identify, calculate, and make expedited payments. The flow pattern includes the following tasks.

Recalculate Payroll for Retroactive Changes
Calculate Payroll
Calculate Prepayments
Archive Periodic Payroll Results
Generate Check Payments
Make EFT Payments
Generate Payslips

Apart from the above task flows, you can also have flows, like the Generate Check Payments or the Run Payroll Register, that submit a single process or report. You can submit these flows as a stand-alone, individual task or include them within a flow to complete a process.

Configured Flow Patterns

You can modify an existing flow and add, delete, or reorder the list of tasks within a flow.

Use the Payroll Flow Patterns task to create your own flow patterns or copy an existing flow pattern.

From My Client Groups, click Payroll.
Click Payroll Flow Patterns.

You can also use the Refine Extracts task.

From My Client Groups, click Data Exchange.
Click Refine Extracts.

Scheduled Flow Patterns

You can schedule flows to run at a specified time or at regular intervals and monitor the status of the tasks within a flow. You can also:

Link one or more flows to create a process
Define a flow within a flow
Define a flow to execute multiple instances of a task within the flow