View Flows

Use the View Flows page to view the status of submitted flows that are in progress and require your attention. The flows on this page display a high-level status of the flow.

To open the View Flows page, navigate to Payroll in My Client Groups from your Home page and click View Flows under the Flow Submission and Results section.

The View Flows page displays the overall status of a flow, and each task within the flow can have a different status.

For this reason, the View Flows page displays the flow status based on the flow hierarchy. The flow hierarchy is used to display a flow status based on the task within the flow that has the most critical status.

What You Can Do on the View Flows Page

Search on the flow pattern name or use the filters on this page to select the flow pattern you want to submit. Use the Show Filters field to view the fields on which you can filter.

You can filter on a wide range of filter choices such as Legislative Data Group, payroll, submission date, submitted by, flow type, flow patterns, flow status, and so on.

Use the Submission date to filter and view at a glance active flows submitted:

  • On the same day

  • In the last seven days

  • Within a date range

Use the Submitted By field to filter on the person who has submitted a process. The Submitted By field is a free text field and you can only use the 'contains' filter option, you can't use any other filter option for this field.

After you search and select the flow, you can perform these tasks on the View Flows page:

  • Monitor and track all tasks within the flow.

  • Monitor issues with the flow such as processes in error, and review processes that are running slower than average.

  • Select a task to go to the Checklist page or Process Results page.