Job Scheduler

Job Scheduler is an automation tool. It gives an administrator the ability to automate functions such as sending reports and e-mail notifications.

• Automatic Reporting provides the ability to have reports automatically created and e-mailed to employees and clients on a one time or recurring basis. Reports can be e-mailed in PDF, XLS, RTF, CSV, etc.

• Automatic Notifications provides the ability to send out e-mail notices to employees and managers regarding time waiting approval, project alerts, incomplete timesheets, etc.

 

The Job Scheduler view displays all currently created jobs, their job type, their next run time and description.

To create a scheduled job:

1. Select Job Scheduler from navigation bar (Setup > Job Scheduler).

2. Click the New... button.

3. Select the type of job from the drop-down list.

 

A new window opens displaying the various criteria required to schedule the job. The details required to schedule a job vary depending on the type of job selected:

• Creating a Reporting job

• Creating a Notification job

• • Assignment Notifications

  • Custom E-mail

  • Employee Incomplete Timesheet

  • Lockout Period Notification

  • Manager Incomplete Timesheet

  • Time/Expenses Awaiting Approval
    

To edit a scheduled job:

1. Click the job row to edit from the list.

2. Click the Edit button.

3. Edit information in any of the available tabs.

4. Click Done when all edits have been completed.