time management proxy functions non – inherited setup
TRANSCRIPT
Time Management Proxy Functions
Non – Inherited Setup
Organization Chart
Non – Inherited Non – Inherited Laterals and their Laterals and their
SubordinatesSubordinatesJennifer Middle Manager 2
Bill Staff Person 3Bethany Staff Person 4
Tania Middle Manager 1Chris Staff Person 1Linda Staff Person 2
Non - Inherited Non - Inherited Lateral RelationshipsLateral Relationships
Jennifer Middle Manager 2
No Time and Leave EntryNo Time and Leave Approval
for: Tania Middle Manager 1’s direct reports
Setup Required for Jennifer Middle Manager 2
Time Entry Proxy
Proxy For: Proxy By:
Chris Staff Person 1 Jennifer Middle Manager 2
Lynda Staff Person 2 Jennifer Middle Manager 2
Setup Required for Jennifer Middle Manager 2
Time Approval Proxy
Proxy For: Proxy By:
Tania Middle Manager 1 Jennifer Middle Manager 2
Jennifer Middle Manager 2 proxies through Tania Middle Manager 1 to approve timecards and absence requests for Chris Staff Person 1 and Lynda Staff Person 2
Inherited - Direct Reports
• Jennifer Middle Manager 2
• Time and Leave Approval • Time and Leave Entry
• for: Bill Staff Person 3• for: Bethany Staff Person 4
•
•
Mark the Director proxies to Jennifer Middle Manager 2 for timecard approval of her employees
The relationship is inherited so Jennifer shows on the “Proxy For” dropdown without needing to be setup
Mark the Director goes to:
- Time Bookmark- Time Approval Link- Proxy Absence Requests- Filter Criteria “Proxy for”- Jennifer Middle Manager 2- Find
To setup Time Entry Proxy:
Go to the Time Admin BookmarkClick on the Time Proxies Link
Be sure you are on Timecard Entry Proxy the current link will show in the darker color
Click on the Add or Multiple Add button at the top of the screen
Inherited - Direct Reports
• Jennifer Middle Manager 2
• Time and Leave Approval • Time and Leave Entry
• for: Bill Staff Person 3• for: Bethany Staff Person 4
•
•
Mark the Director proxies to Jennifer Middle Manager 2 for timecard approval of her employees
The relationship is inherited so Jennifer shows on the “Proxy For” dropdown without needing to be setup
Mark the Director goes to:
- Time Bookmark- Time Approval Link- Proxy Absence Requests- Filter Criteria “Proxy for”- Jennifer Middle Manager 2- Find
Click on the eye glass symbol next to Proxy For
Next to Name type last name click the Filter button
I typed Staff in the name box then clicked filter
Check the box next to the staff’s name then click Add or Add +
As you can see the Proxy forNames selected have populated
Click the eye glass next to Proxy By
Follow the same procedure to select a Proxy By individual
I typed Middle under name to find Jennifer Middle Manager 2
Check the box next to the name then click Add or Add +
As you can see the Proxy By name has populated
For an indefinite period you canselect a Beginning Time Line Datewithout an Ending Time Line date
Click Save
To verify setup you may go to Filter CriteriaUnder Name type the Proxy ByUnder Resource select Proxy ByClick FindYou could Delete setup from here
To setup Timecard Approval Proxy:
Go to the Time Admin BookmarkGo to the Time Proxies LinkEnsure you click Time Approval Proxy Link
*For Approvals we Proxy through Supervisor*
Select Multiple Add
In the Proxy For click the Eye glass - search for Tania,Middle Manager 1
Type the name click filter, check the box to select and click Add
Your Proxy For selection nowappears
Follow the same procedure to selecta Proxy By, Add
Fill in the Beginning Time Line Dateand click Save
Verify setup using:
Filter CriteriaNameResourceFind*You are able to Generate CSV foran excel file of larger lists*