Middlebury

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

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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. There are two options available for requesting and setting up proxy(s).
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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.  
  
== Option 1: Request approval from HR / SEO ==
 
  
Time Entry Approver should contact the appropriate department email or extension with the information listed below:
 
  
#Employee(s) being assigned as proxy.
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Time Entry Approver should contact the appropriate department email or extension with the information listed below:
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#Employee(s) being assigned as proxy.  
 
#Employee(s) for which proxy should have approval authority.
 
#Employee(s) for which proxy should have approval authority.
  
For Staff approval, please contact Human Resources at [mailto://hr@middlebry.edu hr@middlebury.edu] or ext. 5156.
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For Staff approval, please contact Human Resources at [mailto://hr@middlebry.edu hr@middlebury.edu] or ext. 5156.  
  
For Student approval, please contact Student Employment at [mailto://seo@middlebury.edu seo@middlebury.edu] or ext. 5377.
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For Student approval, please contact Student Employment at [mailto://seo@middlebury.edu seo@middlebury.edu] or ext. 5377.  
  
 
Please allow a minimum of 24 hours (excluding weekends) for your request to be processed.
 
Please allow a minimum of 24 hours (excluding weekends) for your request to be processed.
 
== Option 2: Manual Banner entry ==
 
 
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. Please contact Human Resources at ext. 5465 before following this procedure and inform them of the names of your proxies and the employees for which they should have approval authority. If the employee being assigned as the proxy has never used INB, they must [http://www.middlebury.edu/administration/helpdesk/documentation/banner/request/ request appropriate permissions to be a time approver].
 
 
#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 [http://go.middlebury.edu/inb 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|60px]]'''.
 
#In the '''Go To''' field of GUAGMNU, type '''NTRPROX''' and press [[Image:Key Enter.PNG]]. The Electronic '''Approval Proxy Rules NTRPROX''' form opens.
 
#From the '''Options''' menu, select '''Time Entry Proxy'''. The '''Alternate Logon Verification Form''' opens: <br>[[Image:Banner Alt Logon for Time Approval.PNG|400px]]
 
#Your username should appear in the '''Alternate User ID''' field. In the '''Alternate Password''' field, type your Banner password.
 
#Click [[Image:Verify.png|80px]]. The '''Time Entry Proxies''' form opens: <br>[[Image:ProxyList.png|500px]]
 
#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|24px]] 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_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|24px]] (Remove Record).
 
#When you are finished, click '''[[Image:Save Icon.png|24px]] '''(Save).
 
#Click '''[[Image:Exit Icon.png|24px]] '''(Exit).
 
[[Category:Helpdesk Documentation]]
 

Revision as of 08:05, 3 November 2010

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 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.