Monitoring the Payroll Flow Status


Monitor the status of payroll flows and view the status of individual tasks.

 

In this topic, you will view the details of a payroll flow.

 


Steps:

  1. Hello, my name is Dee and today I will be showing you how to monitor the status of your payroll flows.

    Step 1

  2. In this demo I will show you how to view the status of payroll flows that are in progress, drill down to flows that you want to view, and view items that require your attention.

    Step 2

  3. To begin, let’s open the payroll dashboard.

     

    Click the Navigator link.

    Step 3

  4. Click the Payroll Dashboard link.

    Step 4

  5. I can use the Items Requiring My Attention region to monitor notifications I receive about the flows. For example, I can see warning and error messages, and reminders about tasks that are overdue.

    Step 5

  6. I can monitor the status of the submitted flows from the Payroll Flows in Progress region.

    Step 6

  7. Notice the graph. Each segment corresponds to a different flow pattern. For the total, I can point to a segment, or the number associated with it, if the segment is too small.

    Step 7

  8. Click the Salaried Employee Flow graphic.

    Step 8

  9. The View Activity Status table lists the Salaried Employee flows. It shows the status of the phase of the payroll cycle that a flow has reached.

     

    Click the View Activity Status button.

    Step 9

  10. I can hover on each status icon to monitor the flow’s progress in an activity.

    Step 10

  11. Flows include automatic tasks, such as processes and reports. I can filter the table to view the status of these tasks.

     

    Click the View Process Status button.

    Step 11

  12. Notice that the Prepayments process has not yet started.

    Step 12

  13. From the dashboard I can drill down to a specific flow and view more details about it on the Checklist page.

     

    Click the Weekly Payroll Period link.

    Step 13

  14. The Payroll Checklist page includes a table that lists the tasks in the sequence they are performed.

     

    The page organizes the tasks for a payroll flow by activity and task group.

    Step 14

  15. I can expand an activity or a task group by using the View menu.

     

    Click the View menu.

    Step 15

  16. Click the Expand All Below menu.

    Step 16

  17. The Task Type column identifies the task as a manual or automatic task.

     

    The Calculate Payroll task is an automatic task that starts when all previous tasks  are completed or skipped.

    Step 17

  18. Let’s view the results of the Calculate Payroll task.

     

    Click the Go to Task button.

    Step 18

  19. The Processes and Reports tab of the payroll flow lists the Calculate Payroll task and displays its status.

     

    Now let’s open the page that displays a list of the people whose pay was calculated.

    Step 19

  20. Click the Calculate Payroll link.

    Step 20

  21. The Action Status column shows the result of each record processed by the Calculate Payroll task.

    Step 21

  22. Although I won’t cover it in this demonstration, if I click the person’s name, I can view the statement of earnings and other details for the payroll calculation.

    Step 22

  23. Click the Actions menu.

    Step 23

  24. The status of the record determines which actions I can select from the Actions menu.

    Step 24

  25. I can return to the Payroll Checklist page to continue working on other tasks for the payroll flow.

     

    Click the Payroll Flows: Weekly Payroll Per 38 Sept 2012 tab.

    Step 25

  26. The next task in progress on the checklist is to verify reports.

     

    I can verify each report by going to the report task and viewing its results.

     

    Click the Go to Task button.

    Step 26

  27. When a process or report is run, Oracle Enterprise Scheduler Service assigns it a job number.

     

    Click the View Results: Process 70156 object.

    Step 27

  28. The View Results dialog lists the generated report file.

     

    I can click the report link and choose to view or save the report.

    Step 28

  29. Click the Cancel button.

    Step 29

  30. Let’s return to the checklist to update the status for the verification task.

     

    Click the Payroll Flow: Weekly Payroll Per 38 Sept 2012 tab.

    Step 30

  31. The Actions menu displays actions that I can perform on the selected flow.

     

    Click the Actions menu.

    Step 31

  32. The actions depend on the status of the selected task and the task that follows it.

     

    Click the Update Progress menu.

    Step 32

  33. I can enter a number to indicate the percentage of the task completed. 

     

    In this example, I started to review the results of the report, but did not complete it.

     

    Enter the desired information into the Update Progress field. Enter

     a valid value
     e.g.
     "25"
    .

    Step 33

  34. Click the Continue button.

    Step 34

  35. The application confirms that the progress is updated.

     

    Click the OK button.

    Step 35

  36. I can refresh the page to view my update to the status of the Verify Reports task.

     

    Click the Refresh button.

    Step 36

  37. To review the status of the remaining flows in progress, I can return to the payroll dashboard.

     

    Click the Navigator link.

    Step 37

  38. Click the Payroll Dashboard link.

    Step 38

  39. Now we're back where we started: the Payroll Dashboard page.

    Step 39

In this demo you learned how to locate and view the status of a payroll flow from the dashboard. You have also accessed the pages in the checklist and flow to view more details about the flow, the individual tasks in the flow, and the records processed by the flow.

 

You can find additional learning resources in your Oracle Fusion Help application, as well as in the Oracle Learning Library, and at Oracle University. Thank you.

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