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. For each Proxy you could set the Entry Type 'Time, Expense or Both' and also Access Right Modify or Review Right Only.
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 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.