Checklist and Flow Tasks

When you submit a flow pattern it creates an instance of the flow. For every submitted flow, the application generates a checklist by default.

Use the Checklist page to manage and monitor the the status of a submitted flow and take corrective action to resolve issues.

You can also use the View Flows page, and click on a single task or task flow to go to the Checklist page of the selected flow.

Here's what the checklist might include, depending on the flow pattern.

Automatic tasks, such as extracts, reports, and processes
Manual tasks, such as the Verify Payroll Process verification task, required to complete a flow

Here's what you can do with checklists.

Monitor the status of the flow tasks
Manage the flow tasks, such as reassigning tasks, marking tasks as completed, and performing corrective actions
View task details, such as a list of records processed by the flow

While working on a task in the flow, you can remain on the Checklist page or go to a related page that includes tasks in the flow. For example, while reviewing the results for the Calculate Payroll task, you can go to the related pages to review the person's calculation card or element entries.

What You Can Do on the Checklist Page

Perform these tasks to manage and monitor flows from the Checklist page.

View the flow statistics displayed at the top of the page. It displays the number of overall activities included in the flow. You define the activity information when you create the flow.
Review the flow analytics to check the number of Connected Flows, Linked Flows, and Related Flows. Click on any of them to further drill down and view the details.

Drill down to each individual task and view the task status and take an action specific to the individual task.

The actions available to you when working with a task depends on its status and the status of the tasks that precede or follow it. For example, if a task has completed with alerts, it indicates that the process has completed with one or more records in error status, the process has been rolled back, or marked for retry.

Click on the task to view the process results and drill down to the records that have errors and need correction. After making the corrections, you can come back to the Checklist page and resubmit the task to process the records that were in error.
Validate a manual task within the flow and mark as complete, so that downstream tasks within the flow can begin.

For example, a payroll manager may review and validate the details of the generated payments register and make corrections if any, before enabling the payments processing task to proceed. The payroll manager must manually set the status of the Run Payments Register task to complete, so that other downstream tasks can be initiated.
Reassign a task to a different owner. Drill down to a task and select the Change Owner task action to change the owner of the task.
Drill down to the Parameters section to view the flow parameter details.
Drill down to the Linked Flows section to view flows and tasks linked to the current flow. Click on the flow to view the details of the flow linked to the current flow. Use the Back arrow to return to the current flow page.
Drill down to the Process Results page to view all messages and errors for a task. Once you have identified the records that have errors, click on the person name to see what the error is, and take corrective action on them. You may have to return to the person's record to correct the errors.
Drill down to the Process Results page to access output information for a task such as reports and log files.
Use the Roll Back All option from the Actions menu on the checklist page to roll back multiple tasks within a flow. You don't have to manually select each task to roll back the tasks within the flow.

Submit a Report

Use the Submit a Report action to submit a report that's not included in your flow. This feature enables you to perform ad-hoc reporting for the processes in your flow directly from the Checklist page. The Submit a Report action supports the following:

The parameters of the task from where you added the report is defaulted automatically to the report.
The report gets added after the task you used to submit the report.
When you submit the report, the report runs only after the previous task in the flow has completed.
The results of the report are based on the previous task that we are running this report on.
In the case of any issues with the process, you can take corrective actions and resubmit the report without rolling back the report.
You can view the report output directly from the Checklist page and without you navigating to the process results page.

Use the Resubmit option and resubmit the report with the same parameters and the report output replaces the previous version of the report output.

If the same report is resubmitted multiple times, you can use the View History action to view the submission history.

Roll Back and Payroll Relationship Groups

Use the Roll Back Errors option to roll back records that have errors. The application includes the rolled back records in a payroll relationship group. You can select either an existing payroll relationship group or create a new payroll relationship group. The existing group can be a group already created for this flow, or for another flow, or one that’s manually created. You can now use a single payroll relationship group for the whole flow across multiple tasks within the flow.

You can also roll back employees who may not be in an error state. For example, the payroll administrator who runs the regular payroll may be notified of an employee who is terminated during a payroll period. If the employee record isn’t rolled back and removed from the payroll process, the company may end up overpaying the terminated employee. The payroll administrator can roll back this employee and add the record to a new or existing PR group.

After you have rolled back results for a process, navigate to the Payroll Relationship Group page and open the PR Group to view and correct the rolled back records.