Time Management Proxy Functions

1. Time Management Proxy Functions Non – Inherited Setup

2. Organization Chart

3. 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

4. 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

5. Setup Required for Jennifer Middle Manager 2

6. Setup Required for Jennifer Middle Manager 2 Jennifer Middle Manager 2 proxies through Tania Middle Manager 1 to approvetimecards and absence requests for Chris Staff Person 1 and Lynda Staff Person 2

7. 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 • Proxy Absence Requests • Filter Criteria “Proxy for” • Jennifer Middle Manager 2 • Find 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 setup Time Entry Proxy: Go to the Time Admin Bookmark Click on the Time Proxies Link

8. 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

9. 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 • Proxy Absence Requests • Filter Criteria “Proxy for” • Jennifer Middle Manager 2 • Find 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 Click on the eye glass symbol next to Proxy For

10. Next to Name type last name click the Filter button

11. I typed Staff in the name box then clicked filter

12. Check the box next to the staff’s name then click Add or Add +

13. As you can see the Proxy for Names selected have populated Click the eye glass next to Proxy By

14. Follow the same procedure to select a Proxy By individual

15. I typed Middle under name to find Jennifer Middle Manager 2

16. Check the box next to the name then click Add or Add +

17. As you can see the Proxy By name has populated

18. For an indefinite period you can select a Beginning Time Line Date without an Ending Time Line date

19. Click Save

20. 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

21. 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*

22. Select Multiple Add

23. In the Proxy For click the Eye glass -search for Tania, Middle Manager 1

24. Type the name click filter, check the box to select and click Add

25. Your Proxy For selection now appears

26. Follow the same procedure to select a Proxy By, Add Fill in the Beginning Time Line Date and click Save

27. Verify setup using: Filter Criteria Name Resource Find *You are able to Generate CSV for an excel file of larger lists*