Concerned about too many manual steps to process incentives? Not anymore! Now, schedule jobs to run at any time during the day. Effortlessly manage job scheduling at your fingertips! Curious to know how? Find out in the above video!
#salesincentives #automation #jobscheduling
<h2>Video Transcript – Job Scheduling</h2>
<p>In this video, we’ll walk you through how to schedule a job in the Incentivate system. From setting intervals to managing active periods, this guide ensures you can automate jobs with ease.</p>
<p><strong>[00:03]</strong> To schedule a job in the Incentivate system, first go to the <em>Processes</em> tab and select the <em>Scheduling</em> option.</p>
<p><strong>[00:05]</strong> Choose the interval that you want the job to run—for instance, Daily.</p>
<p><strong>[00:11]</strong> Now choose the job you want to schedule.</p>
<p><strong>[00:18]</strong> Next, select the active period offset. Here, zero denotes the active period, while -1 and +1 represent the decrement and increment of active periods.</p>
<p><strong>[00:30]</strong> For example, if the active period is April 2022, then -1 denotes March 2022 and +1 denotes May 2022.</p>
<p><strong>[00:43]</strong> If you want to know which period is active or how to make a period active, refer to the video created for managing periods.</p>
<p><strong>[00:50]</strong> Once the active period offset has been chosen, select the time that you wish to run the job.</p>
<p><strong>[00:55]</strong> Your job will be scheduled once you confirm the sub-option.</p>
<p><strong>[01:00]</strong> Additionally, you may view your scheduled jobs in the scheduling tray.</p>
<p><strong>[01:06]</strong> If necessary, you can delete scheduled jobs by selecting the delete option.</p>
<p><strong>[01:10]</strong> Thank you for watching this walkthrough of Job Scheduling in Incentivate. To learn more about scheduling, active periods, and automation best practices, explore our full library of Incentivate training videos in the Video Hub.</p>