Expenses – Mass Proxy Maintenance

How do I Assign Mass Proxies for Expenses?

Overview

Mass Proxy Maintenance allows designated Department Proxy Administrators to assign multiple employees to
designated Department Proxy Submitters. All Proxies must be setup with a defined range of Department
values before they can be assigned to eligible employees within those department ranges. For additional
information on adding proxy submitters for a department see the Compass Access Request Form job aid.

Navigation
Travel and Expenses > Manage Expenses Security > Authorize Expense Users

Adding Employees to One Proxy Submitter

To add one or more employees to a Proxy Submitter, select the User ID radio button.

                                                  1. Select User ID.
                                                  2. Click the Look up Search Value icon.

                                                                                 Do not click the Search button now. You must first populate the
                                                                                 Search Value field.

                                     1

                                                     2

The Look Up Search Value pop-up displays with a list of available proxies.  1. If the search results are greater
                                                                               than 300, enter additional search
         1                                                                     criteria and click the Look Up
       2                                                                       button to narrow the list of
                                                                               approved Proxy users.

                                                                                 ï‚· Search results contain a range of departments
                                                                                      supported by each user.

                                                                            2. Select the person with the
                                                                               designated department range you
                                                                               want to administer.

                                                                                 ï‚· You will return to the previous page with the
                                                                                      Search Value populated.

Emory Confidential and Proprietary  Last Revised on 7/28/2016                                                             Page 1 of 5

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