How to Schedule End of Month Processing

Simona Riftin

31 March 2026 07:38

This article explains how to schedule End of Month (EOM) processing in Jobpac. Scheduling EOM allows you to roll multiple modules for one or more WorkIDs at a defined date and time, helping you manage month‑end processing more efficiently.

This process is commonly used by finance users who manage period end processing across multiple companies.

Before you start

The Scheduled End of Month function uses FROM and TO period parameters to help prevent a module being rolled more than once in the same run. However, it does not prevent a user from manually rolling the module again on a later day.

Note: Payroll End of Financial Year must be rolled separately via Payroll > Period End. It is not included in Scheduled End of Month.

Steps to schedule End of Month

1. Go to Finance > Period End Processing > Scheduled End of Month.

2. A list of available WorkIDs will display. Right‑click and select the WorkID you want to process.

3. The selected WorkID text will turn blue. Click the Actions button and select Select EOMs from the drop‑down menu.

4. Update the highlighted fields to schedule the End of Month:

Tick each module you want to run
Ensure the Reports option is set to *ALL or *NO as required
Set the Scheduled Date and Time

Notes:
Select *ALL to run EOM reports for that entity and have them emailed on completion.
Select *NO if you plan to run reports separately.
The time field must be entered in HHMMSS 24‑hour format (for example, 10:00 pm is 220000).
The system defaults the scheduled time to approximately 10–15 minutes from the current time.

5. Click the Actions button and select Process EOMs.

6. A confirmation message will display advising that the End of Month has been submitted based on the schedule you defined. Click OK.

What this allows you to do

Scheduling End of Month processing allows you to run period end rollovers in advance, reduce manual intervention, and ensure consistent processing across multiple WorkIDs.

This is particularly useful when managing month end outside of business hours or across multiple companies.