Run the Archive EOY Payroll Results Report for Multiple PSUs

Before You Begin

Before you submit the task iterations to generate the report for the multiple PSUs, 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

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.

Navigate to My Client Groups < Show More < Payroll and use the Fast Formulas task.
On the Fast Formulas page, click Create to create a formula.

On the Create Fast Formula page, complete these fields.

Create Task Repeat Formula

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

Click Continue.

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 */

Click Compile.
Click Save.

2. Create a Flow Pattern

Complete these steps to create a flow pattern.

Navigate to My Client Groups < Show More < Payroll and use the Payroll Flow Patterns task to create a flow pattern. You can also search for and select an existing flow pattern to copy.
Leave the Legislative Data Group field blank and click Continue.

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

Create Flow Pattern

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.

Select Submit Another Task to include it in the flow pattern.
On the Task Sequence page, reorder, add, or delete tasks as required.
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.
On the Parameters page, select Create.
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.

After you have completed the requisite parameters, click OK.
On the Task Parameters page, review the parameters, and if necessary update the parameters.
Review the resulting checklist for the flow pattern before submitting the flow pattern.
Click Submit.

Submit the Flow

Complete these steps to submit the newly created flow pattern.

Select the Submit a Flow task from Quick Actions or under Payroll in My Client Groups.
Search for EOY Results Flow and click Next.

Enter these parameters.

Field	Value
Payroll Flow	Enter a payroll flow name.
Schedule	You can select 'As soon as possible' to execute the task immediately.
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.

Click Submit.

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.