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Set the Scheduler to Weekly or Bi-weekly Closing (Freezing) Periods
Click Settings
in the Tempo sidebar.Under Periods, select Scheduler Configuration
Select Weekly or Bi-Weekly as the closing (freezing) periods in Type.
Select the day for Run scheduler on period end date. This is the end date of the period when users should finish their timesheets.
For Bi-weekly periods, setting the end date can be unknown when the last scheduler was last run. Make sure you have those specifics before selecting the day.
Check Make Scheduler Close to enable it.
This sets a periodic freeze on timesheet editing so users cannot make changes to worklogs for that period past its close date. The timesheets are locked on the close date but can be submitted to a reviewer.
Closing the period using the Scheduler only freezes the timesheets for editing and does not close a timesheet period. This is accomplished on the Period Management page.
For the Close date, enter the number of calendar days (not work days) to be added after the end date as a waiting period before the period closes. The Scheduler then closes the period and timesheets on this day at 11:59 PM UTC (23:59), according to the settings on your Jira (Tempo) instance.
Adding this number of days between the End date and the actual Close date keeps the timesheets open to allow users to finish logging their time or make changes to their worklogs for that period.
For example, if Friday is set as the End date and you enter 3 days for the Close x days after end date, then the period and timesheets are closed (frozen) for edits on Monday at 23:59.
You can enter a maximum of 7 days for a weekly period and a maximum of 14 days for a bi-weekly period.
The period End and Close dates set for the Scheduler do not affect the timesheet periods on the Period Management page.
For Email Settings, check the Status reminder for all users option for notification emails to be sent to all users on the scheduled end date. This notification gives users the status of their timesheet, such as complete or needing more hours to be logged. The emails are sent between midnight and 2:00 AM in your server's local timezone.
Check the Status reminder for late users option for notification emails to be sent only to users whose timesheets are not completed.
Then enter when the reminders are sent:
- If Make Scheduler Close is on, enter the number of days in the Send email to late users # days before closure box. For example, if the Close date is Monday and you enter 1 day here, this email is sent out at midnight on Sunday (1 day before the close date).
OR
- If Make Scheduler Close is off, enter the number of days in the Send email to late users # days after end date box. For example, if the End date is Friday and you enter 3 days here, this email is sent out at midnight on Monday (3 days after the end date).
Set the Scheduler to Monthly Closing (Freezing) Periods
Select Settings
in the Tempo sidebar.Under Periods, select Scheduler Configuration.
Select Monthly as the closing (freezing) periods in Type.
The End date of a Monthly period in the Scheduler is defined according to the Start date specified in the Period Configuration settings. For example, if the Start date is the 1st of the month, the End date here will be the last day of the month.
Check Make scheduler Close to enable it.
This sets a periodic timeout for timesheet editing and closes (freezes) the timesheet so users cannot edit it past the closing date. The timesheets are locked on the close date but can be submitted to a reviewer.
Closing the period using the Scheduler only freezes the timesheets for editing and does not close a timesheet period. This is accomplished on the Period Management page.
For the Close date, enter the number of calendar days (not work days) to be added after the end date as a waiting period before the period closes. The Scheduler then closes the period and timesheets on this day at 11:59 PM UTC (23:59), according to the settings on your Jira (Tempo) instance.
Adding this number of days between the End date and the actual period Close date keeps the timesheets open to allow users to finish logging their time or make changes to their worklogs for that period
You can enter a maximum waiting period of 28 days for a monthly period.
For Email Settings, see steps 7 and 8 in the procedure above for Weekly and Bi-weekly periods.