Administrators may establish proxies to report time and expenses for employees who cannot or do not report their own time or expenses. Proxy setup is a three-step wizard. Once proxy groups have been created, administrators can run queries to identify employees' proxy groups.
Quick Overview
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Creating Proxy Groups:
To create a proxy group:
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- Click Add to pull up the employee search window and select one or multiple proxies.
- To find a specific employee, enter a query criterion in the Find field and click on Search.
- Select the desired employee(s).
- For each Proxy you could set the Entry Type 'Time, Expense or Both' and also Access Right Modify or Review Right Only.
- Click Next.
Step 3: Assign Proxy-Assisted Employees to the Group - The users will have timesheets or expense reports added FOR THEM.
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