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. Click on Organization to expand the menu.
2. Click Proxy.
3. Click Add.

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 Add to pull up the employee search window and select one or multiple proxies.
   1. To find a specific employee, enter a query criterion in the Find field and click on Search.
2. Select the desired employee(s).
3. Click Next.

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

1. Click Add to pull up the employee search window and add one or multiple employees.
2. Enter a query criterion in the Find field and click on Search .
3. Select the desired employee(s).
4. Click Finish.