Overview of Creating a Flow

Review predefined flow patterns, and if required, create your own flow pattern. You can create your own flows by adding delivered tasks or processes in a sequential order to build the flow.

You can't directly edit a predefined flow pattern. You can only edit certain components of a delivered flow pattern.

You can use a delivered flow and create a user-defined flow pattern, by first copying the delivered flow pattern, renaming the flow pattern, and then making edits to the renamed flow pattern.

For example, you can use the delivered Expedited Payroll flow pattern to identify, calculate, and make expedited payments. You can copy and rename the flow and add the Run Payments Register task to make a record of the payments made.

This table lists tasks that you must complete to create a flow pattern.

Task

Description

Create or copy a flow pattern

Create or copy a flow pattern and add, delete, or move a task in the flow pattern to create your own user-defined flow.

Add tasks and activities

A flow pattern consists of tasks from one or more activities. You can include all the activities for the entire payroll cycle, such as the predefined flow pattern for the payroll cycle, or manage payroll processing with several flows, and with each flow having fewer activities. For example, you can have a flow pattern to prepare and calculate your weekly payroll, and another flow pattern to manage the payments.

If necessary, rename the task and description, and change the activity or task group. For example, place all your reports under Statutory activity and rename each verification task to include the report name.

Define task and flow parameters

On the Parameters page, select the parameters to submit and complete the tasks in the flow pattern. You can add new flow parameters from the list of available task parameters, or update the details of the existing flow parameters.

Sequence the flow tasks

On the Task Sequence page, review the task sequence and reorder, add or delete tasks, as required. All flow patterns begin with a Start task and conclude with an End task. Edit each task, specifying a sequence number on the Edit Task Details: Owners and Checklist page.

Tasks are sequential but you can start processing more than one task concurrently. For example you can run reports concurrently along with the process.

Assign task ownership

On the Edit Task Details: Owner and Checklist page, select the task owner. You can also select multiple owners for a flow.

Schedule flow tasks

Define a schedule and select it here. Otherwise use the 'As soon as possible' option to run the flow as soon as you submit it.

Add task notifications

Use notifications to give flow owners adequate time before a task starts, to prepare and address any issues. You can add notifications on the Tasks page.

Enable HCM Alerts and use predefined alerts to update you on the status of your flow tasks.

Allow processing even if a prior task errors

Set the value of the Allow Processing column as Yesfor each task in the flow that you want to run, irrespective of the status of a prior task, in the same flow or a cross flow. The tasks in the flow continue to process until it encounters a manual task or a task on the checklist that doesn't have the Allow Processing value set to Yes.

You must then manually set a manual task as complete to enable the flow to resume processing.

Enable Logging Use the Process Configuration Group parameter and enable logging for the flow, so that you can analyze the flow submission data for diagnostic purposes.

Connect Flows

Use the Connected Flows field to select flows that you want to connect to the current flow, to consolidate the run results.

Flow Security

After reviewing and submitting the flow pattern, create the security profile for the flow pattern. The HCM data role security determines which payroll flows you can submit or view.