This tutorial deals with Fusion Payroll, and how it functions. In this part, we will discuss about the UIs related to Flow Patterns.
Flow Patterns
As discussed in the previous part of the tutorial, Flow Patterns are a new concept in Fusion Payroll. It is an orchestration of the Payroll Cycle with the Payroll Tasks. A Payroll Flow Pattern can run as a single automatic task or as a pattern with many tasks. Basically, a flow pattern stitches payroll tasks together with the payroll cycle.
The task associated with it is Manage Payroll Flow Patterns .
To view and edit flow patterns, the following steps are to be followed:
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Go to the Manage Payroll Flow Patterns task under Define Payroll Flow Patterns .
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Select the required Legislative Data Group and click on the Search button.
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From the search results, click on the name of a flow pattern to view its details.
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Click on the tabs Tasks, Task Sequence, and Parameters to view the respective details for that flow pattern.
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The Tasks tab will show a list of tasks that are under the flow pattern.
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The Task Sequence tab shows the sequence in which the tasks are carried out. The Following Task column determines the next task to be executed. Start Flow is the first task to be executed, while End Flow is the last task to be executed (see the screenshot below for better understanding).
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The Parameters tab shows a list of Flow Parameters for the flow pattern. Here, the Display, Display Format, Lookup, Usage, etc. for each parameter are defined.
Fig. 1 - The Task Sequence of the flow pattern. Numbers indicate the sequence followed for the tasks
To copy a seeded flow pattern, follow the below steps:
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Go to the Manage Payroll Flow Patterns task under Define Payroll Flow Patterns .
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Click on the Copy icon (circled in the screenshot below).
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Enter the name of the flow pattern, select the flow pattern to be copied, and the Legislative Data Group from the dropdown. Click on the Save and Close button.
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Click on the Search button to view the created flow pattern in the search results.
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Click on the name of the copied flow pattern.
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To edit the details, click on the Edit button on the top right-hand corner.
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Select a task to be edited and click on the Edit icon (circled in the screenshot below). Then, click on the pencil icon under Edit Task to edit the task.
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To edit the parameters of the flow task, select a parameter from the list. You can then edit the details like Display , Display Format , etc. under the Parameter Details section below the list.
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In the Task Sequence tab, click on the Edit icon to edit the sequence of tasks to be executed, or the Add icon to add a flow task to the task sequence.
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Likewise, in the Parameters tab, you can use the Edit and Add icons to edit a flow parameter or to add a new flow parameter to the flow pattern.
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After you are finished with the editing, click on the Save button followed by the Submit button on the top right-hand corner.
Fig. 2 - Copying a seeded flow pattern. The Copy icon is circled
Fig. 3 - Editing the task sequence. The Edit and Add icons are circled
Depending upon the number of tasks that make up the flow pattern there are two different UIs for the submission of the flow pattern: Submit a Payroll Process or Report (for flow patterns with only a single task) and Submit a Payroll Flow (for flow patterns containing more than one flow task).
Fig. 4 - The Task Sequence only has two tasks: Start Flow and Calculate Payroll
Hence, for the Calculate Payroll flow pattern, the Task Sequence would be as follows: Start Flow will be executed first, since that is the start task associated with all flow patterns; then, the Calculate Payroll task will be executed; and upon completion of the Calculate Payroll task, the End Flow will be executed as the final task in the flow pattern.