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Published byRosalind Harrell Modified over 8 years ago
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Time Management Proxy Functions Non – Inherited Setup
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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
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Non – Inherited Laterals and their Subordinates Jennifer Middle Manager 2 Bill Staff Person 3 Bethany Staff Person 4 Tania Middle Manager 1 Chris Staff Person 1 Linda Staff Person 2
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Non - Inherited Lateral Relationships Jennifer Middle Manager 2 No Time and Leave Entry No Time and Leave Approval for: Tania Middle Manager 1’s direct reports
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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
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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
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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 Bookmark Click on the Time Proxies Link
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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
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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
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Next to Name type last name click the Filter button
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I typed Staff in the name box then clicked filter
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Check the box next to the staff’s name then click Add or Add +
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As you can see the Proxy for Names selected have populated Click the eye glass next to Proxy By
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Follow the same procedure to select a Proxy By individual
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I typed Middle under name to find Jennifer Middle Manager 2
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Check the box next to the name then click Add or Add +
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As you can see the Proxy By name has populated
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For an indefinite period you can select a Beginning Time Line Date without an Ending Time Line date
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Click Save
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To verify setup you may go to Filter Criteria Under Name type the Proxy By Under Resource select Proxy By Click Find You could Delete setup from here
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To setup Timecard Approval Proxy: Go to the Time Admin Bookmark Go to the Time Proxies Link Ensure you click Time Approval Proxy Link *For Approvals we Proxy through Supervisor*
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Select Multiple Add
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In the Proxy For click the Eye glass - search for Tania, Middle Manager 1
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Type the name click filter, check the box to select and click Add
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Your Proxy For selection now appears
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Follow the same procedure to select a Proxy By, Add Fill in the Beginning Time Line Date and click Save
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Verify setup using: Filter Criteria Name Resource Find *You are able to Generate CSV for an excel file of larger lists*
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