Creating the First Automated Tasks
To create automated tasks, one has to first enable the EverRoll™: Automated Payroll and Tasks for the client's pay schedule.
- Tasks will be automatically created if Buddy detects an open payroll, whose execution dates would be future-dated
- If you have no open payroll, you ought to Run Payroll and open an upcoming payroll
After enabling EverRoll™ and opening a payroll, check the Scheduled Tasks to ensure the execution dates and tasks are planned as expected.
Note on Manual Payrolls
For any reason, you conclude payroll manually, and the next set of actions will be scheduled when you click Run Payroll to create the next period.
This is because the automation is part of the Conclude Payroll task, and hence, the manual override can interrupt the flow of EverRoll™
Running Actions Ahead of Schedule
Each pending action will have an option to execute the action ahead of its schedule.
Filter for the organisation you want to run tasks for and click the Play action to execute the task there and then. You will notice the status updating to show whether it's been successful or failed.