Proxy Setup

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

Creating Proxy Groups:

To create a proxy group:

1. Expand Organization by clicking on the plus sign.
2. Click Proxy.
3. Click the Add button  in the toolbar.

Step 1: Enter a Name for the Proxy Group

1. Enter a Name* for the Proxy Group.
2. Enter a Description (optional).
3. Click Next.

Step 2: Assign Proxies to the Group - These users will ENTER the timesheets or expense reports

1. Click the Add button  in the toolbar to pull up the employee search window and select one or multiple proxies.
   1. To find a specific employee, click on the to open up the search window.
   2. Click Apply to retrieve the results.
2. Select the desired employee(s) and click OK.
3. For each Proxy you could set:
   1. Entry Type - Time, Expense or Both 
   2. Access Right -  Access Right Modify or Read Only Right.
   3. Email Option - If the proxy to receive emails if emails are enabled based on the proxy
   4. Enable Proxy Clock In - If proxy has option to Clock In on someone's behalf
   5. Active - This defaults to Yes when a new record is added. If you want to make a proxy inactive, update this field to 'No'.
4. Click Next.

Step 3: Assign Proxy-Assisted Employees to the Group - The users will have timesheets or expense reports added FOR THEM.

1. Click the Add button  in the toolbar to pull up the employee search window and select one or multiple proxies.
   1. To find a specific employee, click on the to open up the search window.
   2. Click Apply to retrieve the results.
2. Select the desired employee(s) and click OK.
3. Click Finish.

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.