Generate Archive End-of-Year Payroll Results Process for Multiple PSUs

In this example you create a flow pattern and use the Submit Another Task task to automatically generate the Archive End-of-Year (EOY) report for multiple payroll statutory units (PSUs) within your organization.

The task iteration process uses the task repeat formula to dynamically identify the PSU IDs and generate the report for the multiple PSUs with a single submission of the flow. The Archive EOY Payroll Results task retrieves employee and employer information and employee balances in a given year for year-end reporting.

Before You Start

Review and validate the year-end data and complete balance adjustments and balance feeds for year-end reporting.

Here are the key decisions for this example.

• The static flow parameters used in this example include Effective Date, Start Date, Tax Year Date, Repeat Counter.

• The dynamic flow parameters used in this example include Payroll Statutory Unit ID and the Repeat Flow.

The input parameters for the repeat submissions are obtained from the values returned by the task repeat formula. Perform these tasks to use Submit Another Task and generate the Archive End-of-Year (EOY) report for multiple PSUs.

1. Create a task repeat formula

2. Create a flow pattern

3. Submit the flow

4. View the results and log file

How to Create a Task Repeat Formula

Use the text editor to create a fast formula and return the values required to run the Archive EOY Results for a PSU. This formula isn't specific to any legislative data group (LDG) and the formula type you use for this formula is Task Repeat.

Complete these steps to create a task repeat formula.

1. Use the Fast Formulas task.

2. On the Fast Formulas page, click Create to create a formula.

3. On the Create Fast Formula, complete these fields.

   Field	Value
   Formula Name	Sample Formula
   Formula Type	Task Repeat
   Description	Archive EOY Results for each PSU
   Effective Start Date	Enter a date, for example, January 01, 2011

4. Click Continue.

5. Enter this formula text details in the Formula Text Section.

   FORMULA NAME: Sample Formula
   FORMULA TYPE: Task Repeat
   DESCRIPTION:  Formula to iterate the EOY Archiver
   Formula Results: Iterates the EOY and generates the report
   /* Inputs */
   INPUTS ARE REPEAT_COUNTER, BASE_TASK_NAME (text)
   REPEATFLAG = 'N'
   START_DATE = '2011-01-01'
   EFFECTIVE_DATE = '2012-01-01'
   TAX_YEAR_DATE = '2011-01-01'
   
   /* FORMULA BODY */
   IF REPEAT_COUNTER= 1
   THEN(PAYROLL_STATUTORY_UNIT = 300100001794785
      REPEATFLAG = 'Y')
   IF REPEAT_COUNTER= 2
   THEN(PAYROLL_STATUTORY_UNIT = 300100002950763
      REPEATFLAG = 'Y')
   IF REPEAT_COUNTER= 3
   THEN(PAYROLL_STATUTORY_UNIT = 300100013071724
      REPEATFLAG = 'Y')
   IF REPEAT_COUNTER= 4
   THEN(PAYROLL_STATUTORY_UNIT = 300100007796226
      REPEATFLAG = 'N')
   
   /*Results*/
   RETURN START_DATE, EFFECTIVE_DATE, TAX_YEAR_DATE, PAYROLL_STATUTORY_UNIT, REPEAT_COUNTER, REPEATFLAG
   /* End Formula Text */

6. Click Compile.

7. Click Save.

How to Create a Flow Pattern

Complete these steps to create a flow pattern.

1. Select the Payroll Flow Patterns task and click Create to create a flow pattern. You can also search for and select an existing flow pattern to copy.

2. Leave the Legislative Data Group field blank and click Continue.

3. On the Basic Information page, complete these basic flow information fields.

   Field	Value
   Flow Pattern Name	EOY Results Flow
   Description	Enter a description for the flow.
   LDG Required	No
   Activities to Include	Select two options, Statutory and Calculate.

4. Select Submit Another Task to include it in the flow pattern.

5. On the Task Sequence page, reorder, add, or delete tasks as required.

6. Specify the order in which the tasks display in the checklist. You can specify a value for the sequence on the Edit Task Details Owners and Checklist page.

7. On the Parameters page, select Create.

8. On the Select and Add: Parameters page, add these parameters to complete the flow pattern.

   Name	Description	Task	Display
   Task Name	Name of the task	Submit Another Task	Required
   Task Repeat Formula	Name of the formula	Submit Another Task	Required
   Maximum Repeat Counter	Maximum number of submissions	Submit Another Task	Required
   Execute in Parallel	Decides if the submissions are in parallel or sequential	Submit Another Task	Yes
   Maximum Parallel Threads	Maximum number of submissions executed in parallel	Submit Another Task	Yes

   The flow parameters are used to submit and complete the tasks in the flow pattern, or as a basis for deriving values to submit the remaining tasks in the flow pattern.

9. After you have completed the requisite parameters, click OK.

10. On the Task Parameters page, review the parameters, and if necessary update the parameters.

11. Review the resulting checklist for the flow pattern before submitting the flow pattern.

12. Click Submit.

How to Submit the Flow

Complete these steps to submit the newly created flow pattern.

1. Select the Submit a Flow task from Quick Actions or under Payroll in My Client Groups.

2. Search for EOY Results Flow and click Next.

3. Enter these parameters.

   Field	Value
   Payroll Flow	Enter a payroll flow name.
   Task Name	Archive End-of-Year Payroll Results
   Task Repeat Formula	Archive EOY Results Repeat Formula
   Maximum Repeat Counter	Maximum number of iterations by the flow. In this example, it's the number of PSUs. Note: A repeat counter N indicates one parent and N-1 child submissions to iterate the task.
   Execute in Parallel	Decides if the submissions are in parallel or sequential. Select Yes, if you want to run the flow instances in parallel. Note: For large volumes of data, it's recommended to run the threads in parallel.
   Maximum Parallel Threads	Enter the number of threads executed in parallel.

   Note: The Maximum Repeat Counter is maximum number of iterations that can be executed for a single submission of the task. It's the number of PSUs in the organization that you want to run the EOY Archiver. If the iteration runs into an error, this parameter prevents the process from getting into an infinite loop.

4. Click Next. Check the flow interaction.

5. Click Next and select the schedule. You can select 'As Soon As Possible' to execute the task immediately.

6. Click Review to review the parameters.

7. Click Submit.

8. Click Done.

How to View and Monitor the Task Iterations

When you submit a flow, you're taken to the Checklist page so that you can manage and monitor the tasks and other parameters within the flow.

1. On the Checklist page, search for and click on the Submit Another Task flow you just submitted. You're taken to the Task Iterations page.

2. To view further information for a specific task iteration, click on the task iteration name.

3. Click Refresh to refresh the page and view the latest number of task iterations.

4. Click Actions > Roll Back to roll back all the task iterations.

How to View the Results and Log File

To access the archive results after the process is submitted:

1. Navigate to the Process Results Summary page from Payroll in My Client Groups and search for the submitted Submit Another Task flow. Click on the flow name to open the Task Iterations page..

2. Use the filter options to view the flow you have just submitted.

3. To view further information for a specific task, click on the task iteration name and view the process results details of the task iterations. Highlight a process row to view the results of a specific process.

4. Use the Person Process Results section to view the person process results..

5. Click the Output and Log Files section to view the output of the process.