Transcript How to set up a proxy for WTE approvers

PURPOSE: Setting up a proxy is highly recommended for all Web Time
Entry Approvers. Whenever you are out of the office and Time needs to be
approved your Proxy can do that for you.
1. Sign into URSA
2. Click on Banner
3. Click on Link to Banner 8 Self Service
1. Employee folder
2. Time Sheet folder
4. Click on “Proxy Set up” at the bottom of the page
5. Click on the drop down box and select the name of the person you want
to be able to approve your time for you. If they approve a Timesheet as PROXY their
name appears as the Approver!
6. Then click the Add Remove box and click SAVE
•
This is the same way you REMOVE them.
You need to remember to Remove Proxy’s as
they leave your area or no long your proxy.
7. Call or email payroll with your proxy’s name and Org
If you do not see their name in the drop down box – additional security is needed.
Please call Payroll. 1.2946
Click on Banner Tab at the top
Then in the right channel click on the Banner Self Service Folder
Then Employee Folder
Then Timesheet Folder
Click on “Proxy Set Up”
1. Use the Drop down arrow to scroll thru the available names; they are in order
by Last Name. If their name isn’t available they don’t have security set up to
be a proxy and you need to contact Payroll.
2. Click the “Add Remove” box
If you are adding a Proxy – click the Box and a check mark will appear
If you are removing a name you will click on the box and the check mark will
disappear .
3. SAVE
4. Email payroll who your proxy is and the ORG you want them to proxy
for. If you don’t they can’t proxy in that ORG!
QUESTIONS?
Call Payroll at 351-2700