Scheduled Processes

After you create a process schedule, it appears in the Scheduled Processes table. This table provides a snapshot of all schedules you have defined and helps you quickly review and manage them.

Using Scheduled Processes

Accessing the Scheduled Processes

Using Scheduled Processes

Use the Scheduled Processes page to manage processes that are scheduled using the Process Scheduler.

From this page, you can:

• Review schedule details
• Create a new schedule
• Edit an existing schedule
• Delete a schedule

To view a schedule

1. After logging in to the premium web version of Sage HRMS, select the Process Management icon from the top toolbar.
2. Select Scheduled Processes from the menu.
3. Select a column header to sort the table.
4. Review the schedule details in the table.

To add a new schedule

1. To create a new schedule, click the New button.

The Process Scheduler page opens.

2. For step by step instructions on how to create a schedule, see the Using the Process Scheduler section.

To edit a schedule

1. Select the schedule you want to edit.
2. Select the Edit icon, or select the schedule row.

The Process Scheduler page opens with the selected schedule.

3. Make the required changes, and then select Continue.
4. If the process updates employee information, use the Employee Criteria page to search for an employee.
5. Select Go.
6. Select the employee or employees, and then select Continue.
7. Review messages at the top of page, and then select Continue to resubmit the schedule.

A confirmation message confirms that the process is scheduled.

To delete a schedule

1. Select the schedule you want to delete.
2. Select the Delete icon.
3. When asked if you want to delete the selected item, click OK.