Title: Time Management Proxy Functions
1Time Management Proxy Functions
- Non Inherited Entering and Approving
2Organization Chart
3Non - Inherited
- Jennifer Middle Manager 2
- Bill Staff Person 3
- Bethany Staff Person 4
- Tania Middle Manager 1
- Chris Staff Person 1
- Linda Staff Person 2
4Non - Inherited Lateral Relationships
- Jennifer Middle Manager 2
- Time and Leave Entry
- Time and Leave Approval
- for Tania Middle Manager 1s
- direct reports
-
5Recap for Setup Required for Jennifer Middle
Manager 2
Time Entry Proxy Proxy For Proxy By Time Entry Proxy Proxy For Proxy By
Chris Staff Person 1 Jennifer Middle Manager 2
Lynda Staff Person 2 Jennifer Middle Manager 2
6Recap for Setup Required for Jennifer Middle
Manager 2
Time Approval Proxy Proxy For Proxy By 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
7To enter a timecard for Tanias Staff Click the
Time Bookmark Click the Timecard Link
8Click the Proxy Timecard Link
9Click in the Proxy For drop down You will see
your inherited proxies Bill Bethany and your
setup proxies Chris Lynda
10Select the Proxy For person whose Timecard you
need to enter Click Find
11You can now enter, submit, and confirm time for
the individual
12Approve a Timecard through Proxy Click on the
Time Bookmark Click on the Time Approval Link
13Click on Proxy Timecards link
14Select Middle Manager 1, Tania under Proxy
For Click Find For approval proxy through
15You will see a timecard for Chris waiting for
approval Click the plus symbol to expand
the timecard in order to approve or reject
16To enter an absence request for Tanias
Staff Click on the Time Bookmark Click on the
Absence Link
17Click on the Balances Proxy Link
18Under Filter Criteria select A Proxy For then
click Find
19You can now go in and click Add Request to enter
an absence request
20Approve an Absence Request by Proxy Click the
Time Bookmark Click the Time Approval Link
21Click on the Proxy Absence Requests Link
22Under Filter Criteria, Proxy For you select
Middle Manager 1, Tania and click Find For
approvals you proxy through
23When you select Tania under Proxy For and click
Find her staffs Leave Requests appear for
approval