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Scheduling

Scheduling lets you set up different job types to run at specific times or regular intervals. For example, you could email a custom report to someone every day or update users on a weekly basis.

The job types available depend on your site setup.

Navigate to Settings > Scheduling.

Scheduling screen

Schedule a job

  1. Select Schedule a Job.

    Schedule a Job button

The Schedule a Job screen is displayed.

  1. Enter a Job Name.

    Job Name field

  2. Select a Job Type.

Note

The options in the dropdown may differ depending on site configuration. Additional fields appear based on the selection.

Job Type dropdown

  1. Set the timing options and select Save Scheduled Job.

    Timing options

Timing options

Two Schedule Types are available: At a regular interval or At scheduled times.

Schedule Type options

At a regular interval

  • A — Run From — the date the schedule begins.
  • B — Run To — optional date the schedule ends.
  • C — Run Indefinitely — the schedule runs with no end time. Run Count is disabled.
  • D — Run Count — only active if Run Indefinitely is unchecked. Sets the number of times the schedule runs.
  • E — Unit — relates to the Frequency field. A common setting is a unit of Day with Frequency of 1, meaning once per day.

At a regular interval form

Scheduled times

Scheduled times form

Email custom report

Sends a custom report to a specific email address. You'll need to create a custom report first — see Customisable Reports.

  1. Enter a Job Name.
  2. Select Email custom report from the Job Type dropdown.
  3. Select a report from the Report Name dropdown.
  4. Enter the destination Email address.

  5. Select the required File Format — CSV, PDF, or Excel.

    Email custom report form

  6. Set the timing options and select Save Scheduled Job.

    Email custom report save

Enrolment import

Schedules an enrolment import from a file placed in a directory on the system by a third-party HR system. The schedule automatically enrols users into one or more catalogue items. See Enrolments.

Important

Before scheduling, contact the Janison customer support team to arrange an account to access the HR directory.

  1. Enter a Job Name.
  2. Select Enrolment import from the Job Type dropdown.

  3. Enter an import filename — for example /hrdata/tenant/filename.csv.

    • /hrdata — the same for all clients.
    • /tenant — your tenant name.
    • /filename.csv — your import file name. Must be lowercase with no spaces. Can contain a wildcard (filename*.csv) for flexibility (for example, including a date).

  4. Enter an address for the email log.

    Enrolment import form

  5. Set the timing options and select Save Scheduled Job.

    Enrolment import save

Export custom report to file

Schedules a custom report to be placed in a specific location in the system.

Important

Contact the Janison customer support team to arrange access to the directory where the file will be placed.

  1. Enter a Job Name.
  2. Select Export custom report to file from the Job Type dropdown.
  3. Select a report from the Customisable Report dropdown.
  4. Enter an Email address.

  5. Select the required File Format.

    Export to file form

  6. Set the timing options and select Save Scheduled Job.

    Export to file save

Group membership import

Schedules a group membership import from a file placed in a directory by a third-party HR system. See Groups.

Important

Contact the Janison customer support team to arrange HR directory access.

  1. Enter a Job Name.
  2. Select Group membership import from the Job Type dropdown.
  3. Enter an import filename (same conventions as enrolment import).
  4. Enter an email address for the log.
  5. Check the box to inactivate existing group memberships not found in the imported file.

  6. Check the box to create groups if they don't exist.

    Group membership import form

  7. Set the timing options and select Save Scheduled Job.

    Group membership import save

Organisation import

Schedules a user (HR) import from a file placed in a directory by a third-party HR system. The schedule automatically adds or updates users in the CLS. See Manage users.

Important

Contact the Janison customer support team to arrange HR directory access.

  1. Enter a Job Name.
  2. Select Organisation import from the Job Type dropdown.
  3. Enter an import filename (same conventions as enrolment import).

  4. Enter an email address for the log.

    Organisation import form

  5. Set the timing options and select Save Scheduled Job.

    Organisation import save

Settings

This page is itself the Settings documentation for scheduling. All operations are at Settings > Scheduling.

Related settings:

Customisable Reports — must exist before scheduling Email custom report or Export custom report to file — see Customisable Reports.

Bulk Action — Password Settings (Settings > Password Settings) — bulk password actions can also be scheduled. See Bulk Action.