1. How do I set up payroll flows?
  2. Assign Multiple Flow Owners

Assign Multiple Flow Owners

By default, task ownership and access are given to the person who submits the flow.

Granting the task ownership and access only to a single person could be restrictive. Only the person who submits the flow can take corrective action on the task and access the report output.

Granting ownership to more than one person ensures continuity and completion of the task, as given here.
  • When you assign group ownership, all members of the group have access to the tasks. Any member of the group can claim ownership of a task and complete the task, even if they haven't submitted the task. For example, if the person who submitted the task is unavailable, and the task is overdue, someone else within the group, can monitor and complete the task.
  • Group ownership is based on a data role, for example, a Payroll Administrator can view all flows. All users within the group that have the same data role, have the same privileges.
  • Users within the group can request to take ownership of the task, complete it, and also take corrective actions such as roll back and retry.
  • Group ownership can be assigned only to user-defined flows and not the predefined flows.
  • When the ownership is defined at a flow level, any future flow instance inherits the group information.
  • Group ownership can be assigned also to individual tasks within a flow after submission of the flow. Such ownership is only applicable to the particular instance of the flow.

Before You Assign Ownership

Before you assign ownership, consider these points:
  1. Use the Data Roles and Security Profiles task to create a data role that you can assign to the users you plan to group together.
  2. Associate appropriate job roles and security profiles as required. The values you associate determine which flows a person with this data role can submit or view. The security profiles assigned to the job roles you associate to a flow, determine the security of the tasks within the flow. Assign appropriate responsibilities and functional privileges while defining the different data roles and security profiles.
  3. Create users and use Add Role option in the Roles region to provision the newly created data role manually to the user.

Once you have initiated a payroll flow, others within the group can monitor the flow and ensure the tasks within the flow are completed successfully.