To create a timed event
  1. Select Tools > Events from the main menu.

The Events dialog appears.

  1. Click New.

The Events Wizard, Select the Event Trigger page appears.

  1. Select Time from the Select Object dropdown menu.
  2. Indicate the time periods you wish to run the event—by date or by month.
  3. Click Next>.

The Events Wizard, Select Responses for the Event dialog appears.

  1. (Optional) Select the Language for the response from the dropdown menu.(This option will only appear if your system has more than one language.)
  2. (Optional) Check the Stop on Failure box if you want the event to stop processing if one of its responses fail.
  3. Click the Add button.

The Responses dialog appears.

  1. Choose a type of Response: Message (send an email message), Report (run a report), Archive Employees, Import Employees, or Import Learning Records. (Some response types may be disabled, depending on your role or permissions.)
  2. Click OK. Your response will appear in the Responses for the Event page with a number of options to choose from.
  3. Set the options for your response. You can set the options now or continue adding more responses and set the options after.

    Note: Each type of response has a "Response Name" field you can use to edit the name of the response.

The Select Recipients dialog appears.

Select the Organization Units or individual employees, to whom you wish to send the message.

Click OK to return to the Event Response dialog.

Enter the subject and body of the message in their corresponding edit boxes.

Select the Send to Owner checkbox to send a copy of the message to yourself.

*For steps on creating the individual report templates, click on the report type:


  1. Click Next.

The Events Wizard, Name & Description page.

  1. Enter a name for your event in the Name field.
  2. (optional) Enter a description of the event in the Description field.
  3. Click Finish.

The new event appears in the Events dialog.