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Sometimes a line manager leaves, or is away for an extended period of time and you need to change the approver for a team or even a whole department. Using the Bulk set approver page, will make that change simple for you. To access this;
  • Click on Administration located on the left hand menu
  • Click Admin Dashboard which leads you to the administration page
  • Click on Set approvers / notifiers, under the Bulk section
  • On the resulting page, you can use the drop-down list provided under the title to select either an Approver or a Department
  • Then click Search
  • This presents a list of the employees whom the current approver approves or from the selected department
  • You’ll then want to set the new approver. Use the Set option dropdown on the right to either change the approver 2nd notifier 3rd notifier
  • Once selected, draw your attention to Set to - select a name from the drop down whom you would like to be the new approver / 2nd notifier / 3rd notifier.
  • Click Set option
  • Click Save changes.
You can also use the dropdowns in the middle of the screen to manually select new approvers / 2nd notifiers / 3rd notifiers. Remember to save any changes once you are happy with the selection.

PLATFORMS

Web / Online

CATEGORIES

Bulk Options

PHRASES

change approver, bulk update, new line manager, set new approver, approver away, approve, swap approver

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