Middlebury

Difference between revisions of "Assign Proxy for Time Approval in Banner"

 
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==== Assigning A Proxy For Time Approvals  ====
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Time entry approvers can assign another employee as a proxy to approve time sheets in their absence. Proxies ''must'' be configured with appropriate security parameters set.
  
Time Entry Approvers can assign another employee as a proxy to approve time sheets in their absence. Proxies ''must'' be configured with appropriate security parameters set. There are two options available for requesting and setting up proxy(s).
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The current approver should contact the appropriate department (see below) and provide the following information:
  
'''Option 1 '''
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:* Employee(s) being assigned as proxy
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:* Employee(s) for which the proxy should have approval authority.
  
Time Entry Approver should contact the appropriate department email or extension with the information listed below:
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'''For Staff approval''', please contact Human Resources at [mailto://timeentry@middlebury.edu timeentry@middlebury.edu] or ext. 5156.
  
#Employee(s) being assigned as proxy.  
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'''For Student approval''', please contact Student Employment at [mailto://seo@middlebury.edu seo@middlebury.edu] or ext. 5377.
#Employee(s) for which proxy should have approval authority.
 
  
For Staff approval, please contact Human Resources at hr@middlebury.edu or ext. 5156.  
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Please allow a minimum of 24 hours (excluding weekends) for your request to be processed.
  
For Student approval, please contact Student Employment at seo@middlebury.edu or ext. 5377.
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[[Category:Helpdesk Documentation]]
 
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[[Category:Public Search]]
Please allow a minimum of 24 hours (excluding weekends) for your request to be processed.
 
 
 
'''Option 2 '''
 
 
 
#Contact Human Resources providing them with the name(s) of your proxy or proxies, and the employee(s) for which they should have approval authority. Allow the time they request for configuration of security parameters.
 
#To log into Banner, type '''go/inb''' in the '''Address''' field of your browser and press '''[[Image:Key Enter.png]]'''.
 
#Click the link for the '''Production''' database. The '''Logon '''dialog box opens.
 
#Complete the '''Logon''' dialog box as follows:<br>a. In the '''Username''' field, type your username.<br>b. In the '''Password''' field, type your password.<br>c. Click '''[[Image:Connect.png]]'''.
 
#In the '''Go To'''field of GUAGMNU, type'''''<i>NTRPROX'''and press '''[[Image:Key Enter.png]]'''. The '''Electronic '</i>'''Approval Proxy Rules NTRPROX''' form opens.
 
#From the '''Options''' menu, select '''Time Entry Proxy'''. The '''Alternate Logon Verification Form '''opens.
 
#Your username should appear in the '''Alternate User ID''' field. In the '''Alternate Password''' field, type your Banner password.
 
#Click '''[[Image:Verify.png]]'''. The '''Time Entry Proxies''' form opens.
 
#Enter the '''Proxy ID '''of the person you want to designate as a proxy in one of the two following ways:<br>a. Enter their username:<br>&nbsp;&nbsp;&nbsp; - In the '''Proxy ID '''field, type the username of the person you want to be a proxy.<br>&nbsp;&nbsp;&nbsp; - Press [[Image:Key Tab.png]]. The full name of the person populates the '''Name''' field.<br>b. Search for the Proxy ID.<br>&nbsp;&nbsp;&nbsp; - Click '''[[Image:NextRecord.png]]''' to locate the '''Proxy ID'''.<br>&nbsp;&nbsp;&nbsp; - Use the scroll bar to view the list of available proxies.<br>&nbsp;&nbsp;&nbsp; - Double-click your selection to populate the Proxy ID and Name fields.
 
#Press '''[[Image:Key Down.png]]''' if additional proxies are desired and repeat the procedure above.
 
#If you make a mistake and want to remove a Proxy ID:<br>a. Select the Proxy ID to be deleted.<br>b. Click [[Image:Remove Record.png]] (Remove Record).
 
#When you are finished, click '''[[Image:Save_Icon.png]] '''(Save).
 
#Click '''[[Image:Exit Icon.png]] '''(Exit).
 
 
 
<br> '''[[Image:ProxyList.png]]'''<br>
 
 
 
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; '''Finished Proxy List'''
 
 
 
<br>
 
 
 
[[Category:Banner,_Banner_7,_Helpdesk_Documentation]]
 

Latest revision as of 10:34, 23 April 2014

Time entry approvers can assign another employee as a proxy to approve time sheets in their absence. Proxies must be configured with appropriate security parameters set.

The current approver should contact the appropriate department (see below) and provide the following information:

  • Employee(s) being assigned as proxy
  • Employee(s) for which the proxy should have approval authority.

For Staff approval, please contact Human Resources at timeentry@middlebury.edu or ext. 5156.

For Student approval, please contact Student Employment at seo@middlebury.edu or ext. 5377.

Please allow a minimum of 24 hours (excluding weekends) for your request to be processed.

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