Time Management Proxy Functions Inherited. Organization Chart Mark Director Lou, HR Supervisor Tania, Middle Mgr.1 Chris, Staff Person 1 Lynda, Staff.

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Presentation transcript:

Time Management Proxy Functions Inherited

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

Inherited Mark the Director Jennifer Middle Manager 2 Bill Staff Person 3 Bethany Staff Person 4

Inherited - Direct Reports Mark the Director Time and Leave Entry Time and Leave Approval for: Jennifer Middle Manager 2

Inherited - Direct Reports Staff Mark the Director Time and Leave “Approval” Only for: Bill Staff Person 3 for: Bethany Staff Person 4

Setup Required for Mark the Director Time Entry Proxy Proxy For: Proxy By: Bill Staff Person 3Mark the Director Bethany Staff Person 4Mark the Director

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

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 To Approve Time Mark the Director: Click on the Time Bookmark Click on the Time Approval Link Click the plus to see the Timecard to approve or reject

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 To Approve and Absence Request Mark the Director: Clicks on the Time Bookmark Clicks on the Time Approval Link Clicks on the Absence Requests Link then can approve or reject

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 To Approve Timecards Jennifer Middle Manager: Clicks on the Time Bookmark Clicks on the Time Approval Link Clicks the plus to see the Timecards to approve or reject

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 goes to: - Time Bookmark - Time Approval Link - Click the plus to see the Timecard To Approve Leave Jennifer Middle Manager 2: Clicks the Time Bookmark Clicks the Time Approval Link Clicks the Absence Request Link may approve or reject the leave

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 To Approve Jennifer’s direct reports timecard Mark the Director: Clicks the Time Bookmark Clicks the Time Approval Link Clicks the Proxy Timecards Link Under Filter Criteria “Proxy for” Selects: Jennifer Middle Manager 2 Clicks Find

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 through Jennifer Middle Manager 2 to approve timecards for her direct reports The relationship is inherited so Jennifer shows on the “Proxy For” dropdown without requiring setup

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 To approve Jennifer’s employees Leave Mark the Director: Clicks the Time Bookmark Clicks the Time Approval Link Clicks the Proxy Absence Requests Link Under Filter Criteria “Proxy for” select Jennifer Middle Manager 2 Click Find

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 Mark the Director proxies through Jennifer Middle Manager 2 for absence request approval for her employees The relationship is inherited so Jennifer shows on the “Proxy For” dropdown without requiring setup