Task Scheduler Guide

Scheduled synchronization is an alternative to synchronizing manually. This is done via a command line utility.

The command line upload (scheduler) works at the Enterprise level. It will go through all companies setup (if the enable schedule sync & enable check stubs boxes on the Admin Console are ticked) based on the parameters set for each company. If you do not want a particular company to sync on a schedule you would un-tick the “Enabled Scheduled Sync” box for that company which is used to prevent the accidental synchronization of a company that is not yet ready to be synchronized. You would then need to sync on demand by manually syncing the client.

You need to create multiple schedules depending on what you want automated – Change only sync x times a day, Full sync x times a week, Paystubs each pay date.

Admin Console Configuration

From the Admin Console in the middleware -

  • Enable Scheduled Sync – Check the box to allow the HR Company to be synchronized with the payroll system via the command line utility. This can be used to prevent the accidental synchronization of a company that is not yet ready to be synchronized.
  • Enable Paystubs – Check the box to allow paystubs to be generated and uploaded for the “member” payroll companies of the HR Company. The box needs to be checked for both manual and scheduled methods. NOTE: If you have any employee exclusions established in Web Services, those employees will not be able to have paystubs uploaded to HRIS until that exclusion is removed.
  • Enable W2s - Check the box to allow W2s to be generated and uploaded for the “member” payroll companies of the HR Company. The box needs to be checked for both manual and scheduled methods. NOTE: If you have any employee exclusions established in Web Services, those employees will not be able to have W2s uploaded to HRIS until that exclusion is removed.

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Step 1 - Create Task

  • Click the Start button on your PC >> Click All Programs >> Click Accessories >> Click System Tools >> Task Scheduler.
  • Select “Create Task”

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Step 2 - General Tab

  • Under the “General Tab” complete the setup and click OK.

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Step 3 - Triggers Tab

  • After you have configured the General tab go to the “Triggers” tab >> click New >> setup desired schedule >> click OK.

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Step 4 - Actions Tab

  • Next go to the “Actions” tab >> click New >> Enter the Program Script >> Enter the Arguments >> click OK. See Sample Command Line Parameters and Arguments. Additionally, beginning on page 30 of the HR to M3 Interface document there are parameters provided.

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Step 5 - Conditions Tab

  • You can then go to the “Conditions” tab and add any if desired >> click OK.

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Step 6 - Settings Tab

  • Next go to the “Settings” tab and update as desired >> click OK.

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