Middlebury

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

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#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.  
 
#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]]'''.  
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#To log into Banner, type '''go/inb''' in the '''Address''' field of your browser and press '''[[Image:Enter_key.PNG]]'''.  
 
#Click the link for the '''Production''' database. The '''Logon '''dialog box opens.  
 
#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]]'''.  
 
#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]]'''.&nbsp; The '''Electronic '</i>'''Approval Proxy Rules NTRPROX''' form opens.  
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#In the '''Go To'''field of GUAGMNU, type'''''<i>NTRPROX'''and press '''[[Image:Enter_key.PNG]]'''.&nbsp; The '''Electronic '</i>'''Approval Proxy Rules NTRPROX''' form opens.  
 
#From the '''Options''' menu, select '''Time Entry Proxy'''. The '''Alternate Logon Verification 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.  
 
#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.  
 
#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.  
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#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.  
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#Press '''[[Image:Key_Arrow_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).  
 
#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).  
 
#When you are finished, click '''[[Image:Save Icon.png]] '''(Save).  
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<br> '''[[Image:ProxyList.png]]'''<br>  
 
<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'''  
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&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'''
 
 
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[[Category:Banner,_Banner_7,_Helpdesk_Documentation]]
 

Revision as of 20:42, 9 January 2010

Assigning A Proxy For Time Approvals

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).

Option 1

Time Entry Approver should contact the appropriate department email or extension with the information listed below:

  1. Employee(s) being assigned as proxy.
  2. Employee(s) for which proxy should have approval authority.

For Staff approval, please contact Human Resources at hr@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.

Option 2

  1. 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.
  2. To log into Banner, type go/inb in the Address field of your browser and press Enter key.PNG.
  3. Click the link for the Production database. The Logon dialog box opens.
  4. Complete the Logon dialog box as follows:
    a. In the Username field, type your username.
    b. In the Password field, type your password.
    c. Click Connect.png.
  5. In the Go To'field of GUAGMNU, typeNTRPROXand press Enter key.PNG.  The Electronic 'Approval Proxy Rules NTRPROX form opens.
  6. From the Options menu, select Time Entry Proxy. The Alternate Logon Verification Form opens.
  7. Your username should appear in the Alternate User ID field. In the Alternate Password field, type your Banner password.
  8. Click Verify.png. The Time Entry Proxies form opens.
  9. Enter the Proxy ID of the person you want to designate as a proxy in one of the two following ways:
    a. Enter their username:
        - In the Proxy ID field, type the username of the person you want to be a proxy.
        - Press Key Tab.PNG. The full name of the person populates the Name field.
    b. Search for the Proxy ID.
        - Click NextRecord.png to locate the Proxy ID.
        - Use the scroll bar to view the list of available proxies.
        - Double-click your selection to populate the Proxy ID and Name fields.
  10. Press Key Arrow Down.png if additional proxies are desired and repeat the procedure above.
  11. If you make a mistake and want to remove a Proxy ID:
    a. Select the Proxy ID to be deleted.
    b. Click Remove Record.png (Remove Record).
  12. When you are finished, click Save Icon.png (Save).
  13. Click Exit Icon.png (Exit).


ProxyList.png

                                                                      Finished Proxy List