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 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 value (first or last name) in the box next to the magnifying glass in the pop up window.
   2. Click Enter or click on the magnifying glass icon.
2. Select the desired employee(s).
3. For each Proxy you could set:
   1. Entry Type - Time, Expense or Both 
   2. Access Right -  Access Right Modify or Read Only Right.
4. Email Option - set to Yes or No
5. 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.
   1. To find a specific employee, enter a value (first or last name) in the box next to the magnifying glass in the pop up window.
   2. Click Enter or click on the magnifying glass icon.
2. Select the desired employee(s).
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.