Create a Flow Pattern to Reissue a Check

In this example, you create a payroll flow pattern to issue a replacement check that an employee lost or didn't receive.

Here's the key decisions to consider for this scenario.

Decision to Consider	In This Example
Which tasks should the flow pattern include and in what sequence?	Verify a Payment, Void Payment, Generate Check Payment
Who has access to submit the flow?	InFusion Payroll Manager
Which notifications should the flow owner receive?	Error and Warning notifications
Which predefined task or flow parameters do you want to override?	Process Configuration Group parameter for the Void Payment task

Create the Payroll Flow Pattern

1. Select the Manage Payroll Flow Patterns task and create a new flow pattern for the legislative data group.

2. On the Create Payroll Flow Pattern: Basic Information page, complete these fields.

   Region	Field	Value
   Basic Information	Flow Pattern	InFusion Reissue Check
   Activities	Activities to Include	Payment
   Tasks	Available Tasks	Void Payment, Generate Check Payments, Verify a Payment

3. Click Next.

4. On the Create Payroll Flow Pattern: Tasks page, select the Verify the Payment task.

5. In the Owner and Checklist region, click the Owner field, and select Payroll Manager.

6. On the Create Flow Pattern: Tasks Sequence page, confirm tasks follow this sequence: Verify a Payment, Void Payment, Generate Check Payment. Correct the sequence, if necessary.

7. On the Create Payroll Flow Pattern: Flow Parameters page, click Select and Add. For each field. select these multiple parameters from the Select and Add window.

   Field	Value
   Void Payment	Start Check Number, End Check Number, Process Configuration Group, Process Date, Payroll Process, Reason Note: With the exception of the Reason parameter, only the Generate Check Payment task uses these parameters. Add them only once as flow parameters to cover both tasks.
   Generate Check Payment	Payroll, Start Date, Consolidation Group, Organization Payment Method, Overriding Payment Date, Payment Source, Payment Type

8. Select the row for the Process Configuration Group flow parameter and select these values for the flow parameters.

   Field	Action
   Display	No
   Display Format	Text
   Lookups	No value
   Parameter Basis	Use Specified Value
   Basis Value	InFusion Process Configuration Group

   Don't edit the Process Configuration Group task parameter. The application uses the details specified for the flow parameter, not the task parameter details.

9. On the Create Payroll Flow Pattern: Review page, preview the resulting payroll checklist, and submit the flow pattern.