PROXY LOAD

Owned by DATABASICS, Inc.
Apr 13, 2015
2 min read

Administrators may establish proxies to report time and expenses for employees who cannot or do not report their own time or expenses. The proxy structure information can be loaded automatically into the TESite database from other system using the PROXY LOAD profile. An intermediate table TE_PROXY_SETUP must be loaded into TESite before executing this profile. The profile scheduler may be used to run the Load profile to load data into the intermediate table and then run the Proxy Load.

Profile Creation
The following steps outline the process for creating a PROXY LOAD profile type.

Note: Fields marked with an asterisk "*" indicate a required field.

  1. Under Profiles in the Main Menu, select the Profile link.
  2. The Profile screen will be displayed.
  3. To create a new profile, select the New button.
  4. Enter a Name for the new profile.
  5. In the Profile Type field, select the type PROXY LOAD.
  6. If the Stop on Error option is set to yes, the profile will stop importing data when an error occurs. Otherwise, the application will skip the error and continue processing.
  7. Click the Save button to save the new profile.
  8. The new profile can be seen by selecting the Profile link.

Profile Attribute Setup
A profile of type PROXY LOAD requires a certain amount of profile attributes to be populated depending on the type of approval structure in place. The table below outlines and defines the different PROXY LOAD attributes.

Section

Key

Description

Value(s)

EMAIL

EMAIL_ON

An Option to send an Email.

C: Sends an email when the process is completed.
F: Sends an email when/if the process fails.
B: Sends an email if process succeeds or fails.
Default: Empty


EMAIL_TO

The email address to be sent to.
(Ex. youremail@domain.com)

Default is empty.

PROXY_LOAD

CLEAR_PROXY_KEEPERS

An option to clear existing proxy keepers before loading.
The options are:
Y - Yes to enable

N


PROXY_TO

Type of proxy load.

D - Department (Default)
L - for location
O - for Operating Unit

OPTIONS

PROFILE_NAME

Process Name

 

 The profile information is stored in the TESite database in two tables: DB_PROFILE_HDR and DB_PROFILE_DTL. The DB_PROFILE_HDR table stores general information about the profile. The DB_PROFILE_DTL table stores profile attribute information. In each of these two tables, the Profile ID is the unique key identifier.

Continue to Profile Execution.

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