The Job Scheduler's Time & Expenses Awaiting Approval Notification feature provides the ability to schedule an e-mail notifying approving managers that they have time or expense sheets requiring their approval.
At the scheduled time, each approving manager receives an e-mail summarizing the time/expense sheets awaiting their specific approval. Managers can also receive an e-mail immediately after each employee submits a time/expense sheet. This Instant Notification option can be configured from the manager's employee profile.
Sample e-mail sent to approving managers
Click the Job
Scheduler button
located in the Tools section
of the side navigation bar.
Select Notification
from the drop-down list at the top left corner of the screen. If Notification
was previously selected, then click the New
button
on the toolbar.
The Job Scheduler window opens.
On the Data (Step 1) tab
Enter a name for this job (up to 100 characters).
(Optional) Enter a description (up to 250 characters).
Select Time & Expenses Awaiting Approval from the Notification Type drop-down list.
Check the boxes to notify the approving managers (selected in step 8) when they have either timesheets and/or expense sheets to approve.
(Optional) Modify the text shown in the e-mail by clicking on the Change Notification Text... link.
On the Recipients (Step 2) tab
From the Managers available list box, select the
managers that are to
be notified and move them to the Managers selected list box using
the Move button
. Managers selected will only receive e-mail notices if they
have sheets requiring their specific approval. The Managers available
list box includes all employees with valid e-mail addresses and with access
to administrative views (assigned to "All" in the
employee properties Software
access field).
On the SMTP (Step 3) tab
Verify (or enter) the SMTP
server, the SMTP port and
Reply address information. Optionally
check the Use SMTP Authentication
box for secure SMTP communications. The default information displayed
is established in the Database Options view's Notifications tab.
On the Schedule (Step 4) tab
Set the Run schedule properties.
Once: run once at a specified date and time
Daily: run once per day at a specified time
Weekly: run on one or more days of the week, at a specified time. Note: You may select more than one day from this drop-down list. Use this option to run jobs on weekdays only (e.g. run on Mon, Tue, Wed, Thu and Fri but exclude Sat and Sun)
Monthly:
run once per month at a specified day and time
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Note: For customers using DOVICO's Hosted services, all job scheduler run times are based on the time zone where the server hosting your database is located. This is US Central Time for most North American and South American clients. It is Greenwich Mean Time (GMT) for most clients in Europe, Africa, Asia and Australia/Pacific. If you set a job to run at 23:00 it will be run at 23:00 server time, regardless of your local time zone. Please contact your sales/support representative if you have any questions. |
Click Done. The notification job is now displayed in the Job Scheduler's list of jobs.
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Note: All time fields in the Job Scheduler must use the 24 hour format; 23:00 instead of 11:00 PM. |
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Tip: It’s a good practice to set automated job run times when the system demands are low (evenings, overnight or other non-peak times). |