time management proxy functions
DESCRIPTION
Time Management Proxy Functions. Non – Inherited Setup. Organization Chart. 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. - PowerPoint PPT PresentationTRANSCRIPT
Non – Inherited Non – Inherited Laterals and their Laterals and their
SubordinatesSubordinatesJennifer Middle Manager 2
Bill Staff Person 3Bethany Staff Person 4
Tania Middle Manager 1Chris Staff Person 1Linda Staff Person 2
Non - Inherited Non - Inherited Lateral RelationshipsLateral Relationships
Jennifer Middle Manager 2
No Time and Leave EntryNo Time and Leave Approval
for: Tania Middle Manager 1’s direct reports
Setup Required for Jennifer Middle Manager 2
Time Entry Proxy
Proxy For: Proxy By:
Chris Staff Person 1 Jennifer Middle Manager 2
Lynda Staff Person 2 Jennifer Middle Manager 2
Setup Required for Jennifer Middle Manager 2
Time Approval Proxy
Proxy For: Proxy By:
Tania Middle Manager 1 Jennifer 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
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 BookmarkClick on the Time Proxies Link
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
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
To verify setup you may go to Filter CriteriaUnder Name type the Proxy ByUnder Resource select Proxy ByClick FindYou could Delete setup from here
To setup Timecard Approval Proxy:
Go to the Time Admin BookmarkGo to the Time Proxies LinkEnsure you click Time Approval Proxy Link
*For Approvals we Proxy through Supervisor*
Follow the same procedure to selecta Proxy By, Add
Fill in the Beginning Time Line Dateand click Save