Create New/Edit/Duplicate Task wizard

Select the task type from the drop-down list. Options include:

• Calculate Attendance—Runs the Employee Points work rules and gives employees points when the employees' punches are outside of the established parameters. The purpose of this task is to record and report attendance infractions such as absenteeism, tardiness, early arrival, late departure, long breaks, and meals.

• Calculate Forecast Accuracy—Runs algorithms to calculate both system and manager revenue center forecast accuracy.

• Generate Projected Hours—Generates a forecast for the number of hours required to meet projected business volumes.

• Generate Revenue Center Forecast—Generates a business volume forecast for your revenue centers.

• Generate Rooms Forecast—Generates a forecast for rooms, arrivals, departures, and guests for transient market segments.

• Generate Schedules—Generates a schedule based on labor requirement, regular schedules you might have created, each employee's required and preferred time off, and all jobs that an employee is trained to work.

• Generate Standard Hours—Calculates how many hours of labor each job should have used to meet actual business volumes.

• Import Forecast KBI Data—Imports forecast information from external, third-party systems such as a property management system (PMS) to populate forecast KBI data.

• Open New Planning Period—Closes last week's forecast period and rolls the date forward to begin forecasting for the upcoming week.

• Populate Revenue Data—Generates revenue data information in RMS.

• Pre-Shift Screening Notifications—Sends notifications to employees who have an active survey on a specified number of minutes before their shift. The number of minutes is defined in an Employee Alerts work rule.

• Project Accruals—Projects benefit accruals based on the Benefit Accrual work rules for the current pay period.

• Reconcile Employees—Reconciles RMS employee information with information from an external, third-party system and updates accordingly. 

• Reports—Schedules reports to run automatically. Reports can also be scheduled from Reporter.

• Update Pre-Shift Screening Schedules—Enables surveys for employees based on their schedules for the next 24 hours.

Name of the task.

You can use the autogenerated name, edit the autogenerated name as necessary, or enter a new name in the field.

Select one of the following options to specify who will receive notifications about the task:

• Myself Only

• Others

• No Recipients

When turned on ( ), the task can be run as a system user (Property Admin or All Properties Admin). This ensures that scheduled tasks do not depend on a specific user and will continue to run if the user who created the task has been deactivated.

Begins the calculation for the specified number of days before the task run date.

This setting also accounts for the time of the scheduled task. For example, if a task is scheduled for 12:00 (12 PM) on Monday and is set for 7 days back, it will gather data from 7 days ago at 12:00 (12 PM) and up to the scheduled task’s run time of 12:00 (12 PM) on Monday.

Specify the levels of the labor structure for which the task will run. 

Select Edit to open the Select Labor Structure dialog box, where you select the levels of the labor structure.

Projects hours back to the specified number of weeks before the current planning period.

Projects hours up to the specified number of weeks after the current planning period.

Change the standard set for which projected hours are generated. By default, projected hours are generated for the standard set specified in the Property Labor/Scheduler Setup screen.

Select the check box if you want to rotate the days that employees are off.

Offsets generated standard hours for the specified number of past days of actual KBI volumes.

Select the checkbox to clear schedules when the tasks are run.

If selected, the Generate Projected Hours task will recalculate all calculated KBIs as part of the generation process.

Return to the previous screen in the wizard.

Select whether tasks are notified on success, failure, or both.

Search by user ID or add a new user. Do one of the following:

• To search for existing users:

  • Select the Search Users () field and select a user from the resulting drop-down list.
    or

  • In the Search Users () field, enter an ID in the field.
    As you type, the list updates based on your entry.
    Select the user from the filtered list.

• To add a new, non-RMS user:

  1. Select the Search Users () field.

  2. In the Send email to additional recipients field at the bottom of the drop-down menu, enter the user's email address.
     
     

  3. Select Add e-mail.

Each selected recipient's user name appears in a tag. To remove a recipient, select the X in the tag.

Subject line of the notification message.

Message content of the notification.

Return to the previous screen in the wizard.

• Weekly—Select the weekday(s) when the task will run.

• Time—Enter the time of day when the task will run.

Tip: You can specify only one run time for a task. If the run time varies for a task that will run multiple times per week, you can create a separate scheduled task with the same settings but specify a different Time. Duplicating a task is helpful for these scenarios. 

Return to the previous screen in the wizard.

The details for the task depend on your configurations in the previous screens. For field descriptions, see the following help pages:

• 1. General screen of the Create New/Edit/Duplicate Task wizard

• 2. Recipients screen of the Create New/Edit/Duplicate Task wizard

• 3. Frequency and Priority screen of the Create New/Edit/Duplicate Task wizard

Return to the previous screen in the wizard.