Run the Eligibility Batch Process
When you run the batch process, you find performance documents or check-in templates based on the associated review period that you can assign to eligible workers.
- Go to .
- Select the Eligibility Batch Process task in the Setup Maintenance area.
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Select the type from the Batch Process Type list.
- Assign Performance Document
- Assign Check-In Template
- (Optional) Choose to be notified when the process ends. Enable notifications beforehand to receive this notification.
- (Optional) In Submission Notes, enter any information that helps identify this batch process.
- Enter values for the parameters. For details, see Eligibility Batch Process Parameters for Performance Documents and Check-In Templates.
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Click Advanced to set up scheduling and notification
preferences:
- Click the Schedule tab to either run this process as soon as possible or schedule it later. To schedule this process, you can set up the frequency and choose a start date.
- Click the Create Notification icon in the Notification tab to notify recipients when the batch process completes successfully, displays a warning, or errors out.
- Click Process Options to specify your language, territory, time zone, and other preferences.
- Click Submit.
- (Optional) Click the Monitor Process button to monitor the status of the eligibility process.