03_10_16_Proxy: Time and Labor Dashboard

In this topic, you will review how to access delegated employees' pending approvals using the Time and Labor Dashboard.

Steps:

1. Click the Time And Labor Dashboard tab.

   Step 1

2. When you have been delegated time reported and absence approvals, you will be able to manage those employees as well as your own through the Time and Labor Dashboard.

   Step 2

3. For this example, we have only one pending Absence Request from a direct line report.

    

   But take note in the Reported Time Approvals we have a red alert message "There are additional pending approvals, change criteria to view."

   Step 3

4. By default the Reports to Position Number is populated with your position number to restrict the data load to only your direct reports. This helps with system performance. Also, helps you manage your own employees first, while allowing you access to your supervisor's employees, as well as delegated employees.

   Step 4

5. For this example I want to see the employees delegated to me. And to do so I will use the Reports To Position Number of the manager who delegated approvals to me to filter the data presented.

    

   NOTE: To find the position number, first navigate to My OrgChart (link under the Company Directory). Search for the manager and then click on the profile tab. See example page next.

   Step 5

6. Search for the manager using the Company Directory and then

   Click the Profile tab.

   Step 6

7. You can copy the Position number here.

    

   Now let's continue with TL Dashboard.

   Step 7

8. Remove your position number to enter the delegated manager's position number.

    

   Double-click in the Reports To Position Number field.

   Step 8

9. a valid value
    e.g.
   Enter
    "083589"
    into the Reports To Position Number field.
   Step 9

10. Sometimes you may need to click the button twice. Look for the loading circle in the pagelets below which indicates the pages are loading the latest information.

     

    Click the Search button.

    Step 10

11. Notice now I have new Absence Request pending approval from different employees.

    Step 11

12. Click the scrollbar to move down the page.

    Step 12

13. There are also pending Reported Time approvals. 

     

    Once you accept delegation, all new submittals, for the transaction types included in delegation, will be routed to you. Any pending approvals that have already been submitted to the manager will need to be handled by that manager. Prior transactions will not be rerouted to you.

    Step 13

14. Click the scrollbar to move down the page.

    Step 14

15. You can view all pending approvals for all direct and indirect reports.

     

    NOTE: Keep in mind if you have supervisors with direct reports, those employees will be visible to you. But if you approve any of their time/absences they will be removed from the supervisors' approval lists.

    Step 15

16. Click the Clear button.

    Step 16

17. After you Clear, sometimes you may need to click the button twice. Look for the loading circle in the pagelets below which indicates the pages are loading the latest information.

     

    Click the Search button.

    Step 17

18. Once the page loads you will have all the pending approvals for your direct reports, delegated reports, and any employees that report to your supervisors.

    Step 18

19. Click the scrollbar to move down the page.

    Step 19

20. Notice more information is now available. Information will be based on what is pending. If all your supervisors have managed their pending approvals you will not see those in your list.

    Step 20

21. Click the scrollbar to move down the page.

    Step 21

22. You have completed this topic.

    Click the Sign out link.

    Step 22

23. Click the Sign out link.

    Step 23

You have completed the topic of accessing the pending approvals for delegated employees using the Time and Labor Dashboard.

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