When a Manager leaves the company, there are several steps that Admins should take to ensure that expenses and card requests that would be assigned to that user are assigned to the appropriate users.
Reassign or Approve Any Expenses Pending their Approval
Reassign Expenses Pending a Deactivated Manager's Approval
One way admins can resolve unapproved expenses is to reassign them to other Managers within their company.
1. Click Transactions or Reimbursable Expenses on your Admin sidebar, and select the Needs Manager Review tab.
2. Use the search bar or Current Reviewer filter to find the expenses assigned to the former Manager.
3. Click the expense row and click Reassign to reassign the expense. See How to reassign a manager for expense approval for more information.
*Note: This option will not be available if the Manager has already approved the expense.
Once the expense is assigned to a new manager, an audit trail will note who made the change and who the new manager is.
Approve or Deny the Expense as an Admin
If you do not want to re-assign the any of the expenses to another Manager in the company for approval, Final Admin can approve or deny the expenses identified in steps 1-2 above. By doing so, the expense will bypass all other layers of approval and it will move to the Completed tab.
Approve or Deny Any Card Requests Pending their Approval
Admins can approve or deny card requests assigned to the deactivated manager for approval.
Pending Card requests cannot be reassiged.
1. Click Card Requests on your Admin sidebar, and select the Needs Manager Review tab.
2. Click the more actions menu to the right of the card request and Approve or Deny.
The card request will bypass all other layers of approval and it will move to the Completed tab.
Assign New Managers to their Employees
In order to ensure that future expenses and card requests are not assigned to the deactivated manager:
1. Click People on your Admin sidebar.
2. Search for and select the manager's name in the Managed By filter.
3. To edit users one-by-one, click the pencil icon to update the Managed By field on the users' profiles. To bulk edit, click the checkbox at the top of the list of users and click Edit. Then, check the box to the left of the Managed By field, select the new manager you'd like to assign to all of the selected users, and click Save.