How to Monitor Payroll Flows from the Payroll Dashboard

From the payroll dashboard, view the status of submitted flows that are in progress and require your attention. You can also drill down to the payroll checklist and view details of a specific flow.

This topic explains how you can monitor the status of the flows and take corrective action if required. The payroll dashboard has separate sections to view the items requiring your attention and view details of flows that are in progress.

View Items Requiring My Attention

The Items Requiring My Attention region monitors notifications that you receive about the flows. You can view:

• The number of error notifications and warning messages about flows that need your attention.

• The reminders about tasks that are overdue and require an action from you.

To view items requiring my attention:

1. Click the Payroll Dashboard link from the Navigator.

2. On the Items Requiring My Attention toolbar, click Errors. You can see the list of errors that you must fix.

3. Click a specific error to drill down further and investigate the error.

4. On the Items Requiring My Attention toolbar, click Warnings. You can see the list of warnings that needs your attention.

5. On the Items Requiring My Attention toolbar, click Tasks. You can see the list of tasks errors that needs your attention.

You can use the Refresh button to view an updated status of your notifications.

View Flows in Progress

From Flows in Progress, monitor the status of submitted flows, either by graph or by listing.

1. Click an item on the analytic graphic, for example, the US Simplified Payroll Cycle, to view the details of the flows that are in progress. The submitted flows are all listed in the payroll flows section.

2. Highlight a flow and click the name to open the specific payroll checklist. The checklist organizes the tasks within the flow by payroll activity and task groups.

3. If you don't find a specific payroll flow, click Query by Example and search for a flow.

The Task Type column identifies tasks as either manual or automatic. Manual tasks are identified by a person icon with a check mark. Automatic tasks are shown with spoke wheel icons. Automatic tasks begin automatically when the task before it's complete.

Manual tasks work like stop points in the flow where you can verify results and perform any corrections required before continuing with the next task. They generally involve tasks that require validating results, for example generating reports and validating report results.

View the Task Details

To view the status of a task, you may have to drill into the task group. For example, you may want to view the details of the records processed for the Calculate Payroll task.

1. Expand the Calculate activity within the specific payroll flow.

2. Expand the Calculate and Validate Payroll task group.

3. Click the Go to Task icon for the completed Calculate Payroll task.

The View Person Process Results: Calculate Payroll page lists the records (persons) processed in the flow. The Action Status column shows the status of the records. It shows the records that are processed successfully and those that have errors and require further action.

Take Corrective Action

Once you have identified the records that have errors, you must take corrective action on them. Click the person name to see what the error is. You may have to return to the person's record to correct the errors.

Use the Actions menu to take any of these actions on a record:

• Mark for Retry

• Rollback

• Reversal

After you have viewed the error and taken appropriate corrective action, you can go back and use the Actions menu and mark the record for retry.

View the Payroll Run Results

After a task is completed, you can verify the run results and view a report. For example, you may want to view the Gross-to-Net report.

1. Click the Go to Task icon of the completed task, for example the Run Gross-to-Net Report task.

2. Click the Task Results (glasses) icon to view the PDF output of the report.