Objective

To set up a proxy in Infor WFM for approving time off requests or attendance during a specific period.

Loom Video https://www.loom.com/share/482eab3b7d914f909651e572e10db1ba	QuickStart Printout PDF document ready for printing. Open

Loom Video https://www.loom.com/share/482eab3b7d914f909651e572e10db1ba	QuickStart Printout PDF document ready for printing. Open

Key Steps:

1. Log in to Infor WFM.

2. Select "Maintenance."

3. Click on "Proxy and Delegates."

4. Choose "Users Who Can Become Me."

5. Click on "Create a New Entry."

6. Enter a start date and time for the proxy.

7. Select the user who will act as your proxy.

8. Choose the delegation type as "Proxy."

9. Select the forms (e.g., time off requests) that the proxy can approve.

10. Hit "Submit."

Now the proxy you set, will need to select you as a proxy before they can approve requests and time.

1. Log in to Infor WFM.

2. Select "Maintenance."

3. Click on "Proxy and Delegates."

4. Choose “Become another Person”.

5. In the drop-down, select the Proxy.

6. Now, you may approve for the user selected.

Cautionary Notes

• Ensure the start date and time for the proxy are accurate.

• Double-check the user's name and delegation type before submitting.

• Only select the necessary forms for the proxy to approve to avoid confusion.

Tips for Efficiency

• Use the search function to quickly find the user's name for the proxy.

• Consider setting up proxies for specific forms to streamline the approval process.

• Communicate with the proxy user to ensure they understand how to access and act as a proxy.

By following these steps, you can effectively set up a proxy in Infor WFM for seamless approval processes during absences.

Page Contents