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Setting Contract Options

Use the Settings tab to perform these setup tasks:

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Defining the Contract Calendar Year Range

Follow these steps to define the contract calendar year.

  1. On the Contracts page, click the Settings tab.

  2. Enter the Contract Calendar Year Range.

The default is the Current Calendar Begin and End Year.

  1. Click the button.

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Scheduling Automated Tasks for Contracts

Use the Scheduled Tasks grid on the Settings tab to define the scheduling parameters for automatic notifications and purge options. There are five automated tasks that will run:

Archived signed contracts remain archived after the purge process runs to remove the signed contracts from LINQ EP. You must use Alio Archive to remove purged contracts from the archive file.

Use the Archive Key Fields tab to identify the key fields in the contracts used to generate the archive contract document name. For example, if the Archive Key fields are (in order) Contract Code, Contract Year and Employee Name, then the document name generated is TEACH_2021_SMITHMARY.

Note: Your district must purchase and implement an Alio Archive software license to use the Archive Employee Contracts option to archive employee contracts. Please contact your Alio support provider for more information.

For signed and archived contracts, the task uses the Notification Status Change (in Days) value to determine whether or not to include a signed or archived contract in the report. Unsigned contracts are always included.  

Scheduled Tasks Grid Links

The following links are available in the Scheduled Task grid.

Link

Purpose

Click the link for more information

Click the Add button to add a scheduled task.

Scheduling the Archive Employee Contracts Automated Task

Scheduling the Contract Status Automated Task

Scheduling an Employee Contract Reminder Automated Task

Scheduling a Purge Signed Employee Contracts Automated Task

Scheduling a Purge Unsigned Employee Contracts Automated Task

Click the Pencil icon to view and, if applicable, change a scheduled task.

Modifying a Contract Automated Task

Click the Delete icon  to delete a scheduled task.

Deleting a Scheduled Task

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Scheduled Tasks Grid

The Scheduled Tasks grid displays each scheduled task available. The following table defines each column included in the grid.

Column Heading

Definition

Task Name

This column displays the name of the task, i.e., Archive Employee Contracts, Contract Status,Employee Contract Reminder, Purge Signed Employee Contracts, or Purge Unsigned Employee Contracts.

Start Time

This column displays the time the system will begin the task. The task will not occur after the end time.

End Time

This column displays the time after which the task will not occur.

Frequency

This column displays the value that determines how often the task will run. The values are Daily and Hourly with frequency in hours (e.g., Every 2 hours)

Mon, Tue, Wed, Thr, Fri, Sat, and Sun

A Y displays in each column to indicate the task will run on that day of the week. An N displays to indicate a task will not run on the day of the week.

Last Run Time

This column displays the last date and time the task ran. Never displays if the task has never run.

Next Run Time

This column displays the next date and time this task will run.  Never displays if the task has an inactive status.

Active

This column displays a Y if the task has an active status or an N if the task has an inactive status.

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Modifying a Contract Automated Task

Follow these steps to modify a contract automated task.

  1. On the Contracts page, click the Settings tab.

  2. In the Scheduled Tasks grid, click the Edit icon that corresponds to the task to be changed. The Add/Edit Scheduled Task page appears.

  3. Make the necessary changes to the automated task. For example:

  1. When finished, click the button to save the record.

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Deleting a Scheduled Task

Follow these steps to delete a scheduled task.

  1. On the Contracts page, click the Settings tab.
  2. In the Scheduled Tasks grid, click the Delete icon that corresponds to the task to be deleted.

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