Process Scheduler

The Process Scheduler allows you to automate running a variety of different employee processes by creating scheduled jobs to run unattended. Tasks can be scheduled to run once, daily, weekly, or monthly.

Using the Process Scheduler

Use this page to create recurring schedules for many of the Sage HRMS employee processes.

Accessing the Process Scheduler

To add a new process schedule:

1. Click the New button under Scheduled Processes.
2. Enter a Schedule Name*. This name will appear on the Scheduled Processes dashboard and should describe the process you are scheduling.
3. Select the Process Type* you want to schedule.

Note: The Employee Processes available to schedule are depended upon your product install and security access.

4. Type or select the Schedule Run Time* to start the job.
5. Select an option from the Process Runs* drop-down to set the job's recurrence:
• One Time
• Daily
• Weekly
• Monthly
Additional criteria
• The Weekly and Monthly recurrence schedules require additional criteria to be selected.
• Select one or more days of the week from the Day list when selecting Weekly.
• Select either Month Date or Month Day as the Run Monthly By option when selecting Monthly.
• The Run Monthly By Date option is a recurring schedule that runs on one or more dates by month. For example, to run the first of every January, select January as the Month and set the Month Date to 1.
• The Run Monthly By Day option is a recurring schedule that runs on one or more days by month. For example, to run every first Monday of the month, select First for the Every option and then Monday for the Month Day.
6. In the First Run Date* field, select or enter the date for the schedule to start.
7. In the Last Run Date field, select or enter the date for the schedule to end.
8. Last Run Date rules

   • The Last Run Date field is not required.
   • If the Last Run Date field is left blank, the process will continue to run indefinitely.
   • If you select the One Time process option, the Last Run Date field will be disabled.
   • The Last Run Date must be after the First Run Date for all schedule frequencies except One Time.

Warning! Leaving the Last Run Date field blank, will cause the process to run indefinitely.

9. Enter notes in the Comments field that you want to associate with this schedule.
10. Select Continue.
11. Review messages and complete any additional configuration required and then select Continue.

The page refreshes and displays a message confirming that the process has been scheduled.