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Time Management Proxy Functions Non – Inherited Entering and Approving.

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Presentation on theme: "Time Management Proxy Functions Non – Inherited Entering and Approving."— Presentation transcript:

1 Time Management Proxy Functions Non – Inherited Entering and Approving

2 Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff Person 2 Jennifer, Middle Mgr. 2 Bill, Staff Person 3 Bethany, Staff Person 4 Alex, Middle Mgr. 3 Charlene, Part Time Person

3 Non - 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

4 Non - Inherited Lateral Relationships Jennifer Middle Manager 2 Time and Leave Entry Time and Leave Approval for: Tania Middle Manager 1’s direct reports

5 Recap for Setup Required for Jennifer Middle Manager 2 Time Entry Proxy Proxy For: Proxy By: Chris Staff Person 1Jennifer Middle Manager 2 Lynda Staff Person 2Jennifer Middle Manager 2

6 Recap for Setup Required for Jennifer Middle Manager 2 Time Approval Proxy Proxy For: Proxy By: Tania Middle Manager 1Jennifer 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

7 To enter a timecard for Tania’s Staff: Click the Time Bookmark Click the Timecard Link

8 Click the Proxy Timecard Link

9 Click in the Proxy For drop down You will see your inherited proxies: Bill Bethany and your setup proxies: Chris Lynda

10 Select the Proxy For: person whose Timecard you need to enter Click Find

11 You can now enter, submit, and confirm time for the individual

12 Approve a Timecard through Proxy: Click on the Time Bookmark Click on the Time Approval Link

13 Click on Proxy Timecards link

14 Select Middle Manager 1, Tania under Proxy For Click Find *For approval proxy through*

15 You will see a timecard for Chris waiting for approval Click the plus symbol to expand the timecard in order to approve or reject

16 To enter an absence request for Tania’s Staff Click on the Time Bookmark Click on the Absence Link

17 Click on the Balances Proxy Link

18 Under Filter Criteria select A Proxy For then click Find

19 You can now go in and click Add Request to enter an absence request

20 Approve an Absence Request by Proxy: Click the Time Bookmark Click the Time Approval Link

21 Click on the Proxy Absence Requests Link

22 Under Filter Criteria, Proxy For you select Middle Manager 1, Tania and click Find *For approvals you proxy through*

23 When you select Tania under Proxy For and click Find her staff’s Leave Requests appear for approval


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