Workflow management using live thumbnails

• US 8,024,670 B1
• Filed: 10/30/2007
• Issued: 09/20/2011
• Est. Priority Date: 10/30/2007
• Status: Active Grant

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Williams, Scott, Rahmatian, Keyvan, Fullerton, Sharla Kay, Smith, Christopher Edward
• Primary Examiner(s): HO, RUAY L
• Application Number:
  US11/929,942
• Time in Patent Office: 1,421 Days
• Field of Search: 715200-277, 700701-866, 709201-229, 705 50- 79, 345 30-111, 348206-2319
• US Class Current: 715/838
• CPC Class Codes: G06Q 10/00 Administration; Management
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/063112 Skill-based matching of a person or a group to a task
• CPC Class Codes: G06Q 10/103 Workflow collaboration or project management
• CPC Class Codes: G06Q 10/105 Human resources
• CPC Class Codes: G06Q 40/03 Credit; Loans; Processing thereof
• CPC Class Codes: G06Q 40/125 Finance or payroll

Abstract

A method for performing a task, which includes generating a user interface with multiple screens where each screen corresponds to a step in a workflow used for performing the task; generating multiple live thumbnails which include miniaturized sections of the screens; displaying a first screen of the multiple screens and the multiple live thumbnails to a user using the user interface; populating a field on the first screen with input data entered by the user; determining a validity of the input data; updating a first live thumbnail of the multiple live thumbnails corresponding to the first screen based on the input data and the validity; receiving a screen selection from the user; displaying a second screen of the multiple screens corresponding to the screen selection; and updating a second live thumbnail of the multiple live thumbnails corresponding to the second screen based on the screen selection.

Claims

1. A method for processing payroll, comprising:

generating, by a hardware processor, a payroll wizard comprising a plurality of screens corresponding to a sequence of steps required to process payroll;

generating, by the hardware processor, a plurality of live thumbnails comprising miniaturized sections of the plurality of screens corresponding to the sequence of steps required to process payroll;

displaying, using the hardware processor, a first screen of the plurality of screens and the plurality of live thumbnails to a user;

populating, by a hardware processor, a field on the first screen with payroll data entered by the user;

determining, by the hardware processor, a validity of the payroll data;

updating, by the hardware processor and in response to populating the field on the first screen, a first live thumbnail to comprise the payroll data and an indication of the validity of the payroll data;

receiving a selection from the user corresponding to a second screen of the plurality of screens;

displaying the second screen to the user in response to the selection; and

updating a second live thumbnail of the plurality of live thumbnails corresponding to the second screen of the plurality of screens based on the screen selection,

wherein the payroll data is used to process payroll for the user.

2. The method of claim 1, wherein the second live thumbnail of the plurality of live thumbnails is updated to indicate the screen selection of the second screen of the plurality of screens.

3. The method of claim 1, wherein the screen selection is made by clicking on the second live thumbnail of the plurality of live thumbnails.

4. The method of claim 1 wherein the screen selection is non-sequential.

5. The method of claim 1, further comprising:

receiving, prior to receiving the selection from the user corresponding to the second screen, a rollover corresponding to the second live thumbnail of the plurality of live thumbnails; and

displaying a pop-up associated with the second live thumbnail of the plurality of live thumbnails using the payroll wizard.

6. The method of claim 5, wherein the pop-up comprises at least one selected from a group consisting of a screen summary, historical information, payroll information, tax information, human resources information, and error information.

7. The method of claim 1, further comprising:

determining a completeness of the payroll wizard based on the payroll data; and

displaying a summary thumbnail comprising a summary of the input data based on the completeness.

8. A payroll system, comprising:

a hardware processor;

an employer data repository configured to store employer payroll data corresponding to an employer;

an employer payroll wizard executing on the hardware processor and configured to;

obtain the employer payroll data in a first sequence of steps from the employer data repository;

generate a first plurality of screens, wherein each screen of the first plurality of screens corresponds to a step of the first sequence of steps; and

generate a first plurality of live thumbnails comprising miniaturized sections of the first plurality of screens, wherein each of the first plurality of live thumbnails corresponds to a screen of the first plurality of screens corresponding to the first sequence of steps of the employer payroll wizard; and

a rules repository configured to determine a validity of the employer payroll data based on a plurality of payroll rules,

wherein the employer payroll wizard processes a payroll and taxes of the employer, and

wherein at least one of the first plurality of live thumbnails is updated to comprise the employer payroll data and an indication of the validity of the employer payroll data.

9. The payroll system of claim 8, further comprising:

an employee data repository configured to store employee payroll data corresponding to an employee of the employer; and

an employee payroll wizard configured to obtain the employee payroll data in a second sequence of steps, the employee payroll wizard comprising;

a second plurality of screens, wherein each screen of the second plurality of screens corresponds to a step of the second sequence of steps; and

a second plurality of live thumbnails comprising miniaturized sections of the second plurality of screens, wherein each of the second plurality of live thumbnails corresponds to a screen of the second plurality of screens corresponding to the second sequence of steps of the employee payroll wizard,

wherein the rules repository is further configured to determine a validity of the employee payroll data based on the plurality of payroll rules, and

wherein at least one of the second plurality of live thumbnails is updated to comprise the employee payroll data and an indication of the validity of the employee payroll data.