Home Features Tour Pricing
Support Contact us
Sign in Get your FREE Trial

Changing approvers in bulk

New


Super users can quickly change the approver for multiple staff, or a whole department using the bulk options.
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
CATEGORIES
Bulk Options
PHRASES
change approver
bulk update
new line manager
set new approver
approver away
approve
swap approver
APPLIES TO
Super Users



Similar articles

New
How to roll the system out

This article covers sending out welcome messages to staff, individually and in bulk.


Read more
New
Managing Christmas shutdown

How to manage mandatory days off, such as Christmas shutdown periods.


Read more
New
Add Staff - Bulk Import

Bulk importing staff is the easiest way to add multiple users at once.


Read more
New
Booking a company day off

Using the bulk book leave tool in WhosOff you can quickly enter leave requests for multiple departments, or the whole company.


Read more
New
Setting up Next Year

This article covers the year-end leave processes your business may need to manage.


Read more
New
Yearly Carryover

This article covers the yearly carryover process, which can be performed at the start of a new holiday year.


Read more

INSTANTLY REDUCE TIME SPENT ON LEAVE MANAGEMENT

Get your long FREE trial today!

No obligation and no payment setup required.
Sign up today and get until Wednesday, 26th July 2023 to try the full service, for Free!
 

Start Your Free Trial