Set up scheduling
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Prerequisites
- Access to the Configuration > Scheduling (ST041) menu.
- Email server pre-configured and tested.
- The Enable system email sendin" option has been previously configured.
- Email addresses entered on the user data screen for those who will receive notifications.
Introduction
The scheduling feature allows you to automate essential SoftExpert Performance services, such as scorecard calculation and the import of goals and measurements.
These services can be scheduled to run on specific dates or at recurring frequencies, and can also send notifications to the users involved.
This article will demonstrate how to set up a schedule.
Set up scheduling
1. Access the Configuration > Scheduling (ST041) menu.
2. Click the button 
to add an appointment.
3. Provide an identifier and a name.
4. Fill in the required fields on the General tab. This tab defines the basic rules for scheduling.
General
Start
Please specify the date and time for the first execution.
Next execution
The system automatically calculates the next execution according to the recurrence configuration.
Recurrence
Configure the frequency as needed:
- No recurrence : executes only once.
- Hour(s)/Minute(s) : Repeats at defined intervals, such as 01:15 or 00:30. The system does not allow intervals shorter than 15 minutes.
- Diary : defines repetition every n days.
- Weekly : select the days of the week.
- Monthly : select the desired months.
Termination of recurrence
Choose how the cycle should end:
- No end date.
- Ends after (number of occurrences).
- Ends on (specified date).
Delete upon completion of scheduling.
Select this option if you want the record to be removed after the final execution. If you do not select this option, the appointment will remain in the list of records.
5. Click the button 
to enable the other tabs.
6. In the Notified tab, the recipients of email notifications are defined.
Notified
To add users, click the Add button in the sidebar.
In the Notify field , choose the recipient type:
- Area
- Function
- Area/Function
- Specific user
- Registered team
Fill in the corresponding filters, if necessary.
Click the Search button to list the users and select the desired recipients.
In Control , keep Email Notifications checked.
Under Permission , select Allow or Deny .
Click to save.
7. In the Performance tab, you define the service that will be executed by the schedule.
Performance
Please specify the type of appointment :
- Scorecard Calculation : Associate the desired scorecards. In the Calculate previous year for __ days field , specify how many days from the previous year should be considered in the calculation.
- Calculate all Scorecards : the system will display the list of scorecards to be included.
8. The History tab displays the log of actions performed.
History
Use the available filters:
- Situation.
- Start date.
- End date.
9. After filling in all the necessary tabs, save the appointment. The service will be executed automatically according to the defined settings.
Conclusion
The scheduling configuration in SoftExpert Performance automates scorecard calculations and other routines, ensuring regularity, efficiency, and appropriate notifications for the users involved.