What is a Scheduler?

Scheduler is a feature  which can be used to schedule a report to be generated through E mail  at a specified time to  the specified person at a specified frequency (daily/weekly/monthly)

Schedulers are useful for  reports like  late arrival & early departure of employees , total sales and total cash collected etc.  which need to be sent on a daily basis at a specified time to the specified  person/s within or outside the organisation.

Steps for setting a scheduler for a report:

Lets  take an example of setting a scheduler for a Late arrival report.

Step 1: Selection of the report (e.g., Late arrival)

• Payroll > Reports > Attendance > Late arrival

Step 2: Pre-settings  to be done:

(A) Create a criteria configuration (.click here)

(B) Create a Mail template

(C) Time setting in scheduler screen

Step 3:

(A) Setting of Scheduler for the selected report

• Click   > Scheduler

 (B) Action setting  for Late Arrival report

(a) To create or to add a new scheduler ,Click Add

(b) To specify the time of mail generation & to specify the Email id of the person

• Select the scheduler name as Daily 10.00AM
• Select the Action type as Report Mail
• Select the Template as LATE ARRIVAL
• Select the criteria configuration as late arrival
• Select the Report Format as Late Arrival
• Enter the mail id of the person to whom the report hast to be delivered.
• Click Save

(c) To mark the copy of the mail to more than one person

• Click Advanced

• Select the  To tab
• Select the Delivery type as Employee
• Select the Employee Name to whom the report mail needs to be delivered
• Click Save

• Select the Mail CC tab to set the scheduler mail as CC

• Select the  Mail CC tab
• Select the Delivery type as Employee
• Select the Employee Name to whom you want to mark a copy of the mail
• Click Save

Step 4: Start the scheduler