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*