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Published byJasmin Palmer Modified over 9 years ago
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Time Management Proxy Functions Non – Inherited Entering and Approving
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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 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 Time and Leave Entry Time and Leave Approval for: Tania Middle Manager 1’s direct reports
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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
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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
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To enter a timecard for Tania’s Staff: Click the Time Bookmark Click the Timecard Link
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Click the Proxy Timecard Link
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Click in the Proxy For drop down You will see your inherited proxies: Bill Bethany and your setup proxies: Chris Lynda
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Select the Proxy For: person whose Timecard you need to enter Click Find
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You can now enter, submit, and confirm time for the individual
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Approve a Timecard through Proxy: Click on the Time Bookmark Click on the Time Approval Link
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Click on Proxy Timecards link
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Select Middle Manager 1, Tania under Proxy For Click Find *For approval proxy through*
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You will see a timecard for Chris waiting for approval Click the plus symbol to expand the timecard in order to approve or reject
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To enter an absence request for Tania’s Staff Click on the Time Bookmark Click on the Absence Link
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Click on the Balances Proxy Link
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Under Filter Criteria select A Proxy For then click Find
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You can now go in and click Add Request to enter an absence request
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Approve an Absence Request by Proxy: Click the Time Bookmark Click the Time Approval Link
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Click on the Proxy Absence Requests Link
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Under Filter Criteria, Proxy For you select Middle Manager 1, Tania and click Find *For approvals you proxy through*
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When you select Tania under Proxy For and click Find her staff’s Leave Requests appear for approval
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