How Do I Copy and Edit a Flow Pattern

This example demonstrates how you can copy the predefined QuickPay flow pattern and edit the flow pattern.

The edits include these changes to the copied QuickPay flow pattern:

• Designate a person with Payroll Manager Operations role as the task owner for the Verify Prepayment Results task. The task owner reviews the prepayments results before generating the payments.

• Schedule the verification task to start two days before the process date for the Generate Check Payments task starts. You notify the owner that verification starts before the next task should begin.

Note: In this example, the process date is the date paid.

Before you start, create a QuickPay flow pattern by copying the predefined QuickPay flow pattern, entering a name for the flow pattern and selecting a legislative data group.

Let's look at the steps to specify a task owner for the Verify Prepayment Results task.

1. Use the Payroll Flow Patterns task.

2. On the Payroll Flow Patterns page, search for the QuickPay flow pattern that you created, and edit the flow pattern.

3. On the Tasks tab, select the Verify Prepayment Results task, and click Edit Task.

4. On the Edit Task Details: Owner and Checklist page, select the Payroll Manager Operationsrole as the checklist owner.

5. On the Edit Task Details: Duration and Notifications page, in the Duration region, enter these values.

   Field	Value
   Due Date	Process Date
   Offset	-2

6. In the Notifications region, select the Flow Task Start Notification option.

7. Click Submit, and return to the Payroll Flow Patterns page.

8. On the Payroll Flow Patterns page, click Submit.