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.
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Creating Proxy Groups:
To create a proxy group:
- Click on Organization to expand the menuExpand Organization by clicking on the plus sign.
- Click Proxy.
- Click Add.
Step 1: Enter a Name for the Proxy Group
- Enter a Name* for the Proxy Group.
- Enter a Description (optional).
- Click Next.
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Note: There is an option to 'Insert All Employee'. This should be reserved for Admin proxy groups so they have access to all users.
* Indicates a required field
Proxy groups do not automatically get updated with new employees added to the application.