This page describes the Scheduled Tasks feature, available with the SaaS Management plan.
Note: This feature requires a contract for the SSO Free + SaaS Management plan or the SSO Pro + SaaS Management plan.
For pricing, see here
What Is the Scheduled Tasks Feature?
This administrative feature automatically applies changes to members or groups in TrustLogin at a date and time you specify in advance.
By registering HR events such as joining, leaving, taking leave, and returning from leave, as well as group transfers, in advance,
you can prevent missed settings and forgotten actions, significantly reducing operational workload.
By registering HR events such as joining, leaving, taking leave, and returning from leave, as well as group transfers, in advance,
you can prevent missed settings and forgotten actions, significantly reducing operational workload.
Tasks That Can Be Automated With This Feature
The following six operations can be automated.
- Assign a member to a specified group (transfer)
- Remove a member's assignment from a specified group (transfer)
- Set a member's join date and activate their status
- Set a member's leave date and deactivate their status
- Set a member's leave-of-absence date and deactivate their status
- Set a member's return-from-leave date and activate their status
How to Create a Task
You can create a task in two ways. Use the links below to jump to the detailed steps for each.
1. Create From the Scheduled Tasks Screen
You can create tasks in bulk for multiple members and groups.
- Assign to a Group (Transfer)
- Remove Group Assignment (Transfer)
- Set Join Date and Activate Status
- Set Leave Date and Deactivate Status
- Set Leave-of-Absence Date and Deactivate Status
-
Set Return-From-Leave Date and Activate Status
2. Create From the Member Profile Screen
If you enter a future date and time for the join date, leave date, leave-of-absence date, or return-from-leave date on a member's profile screen, a task is created automatically.