How to Reassign Approver If Current Approver Resigned?

Modified on Mon, 17 Nov at 12:48 PM

Purpose: To reassign the request to a new approver if the current approver resigns. 


Step 1

To enable the feature, go to your left menu, go to Settings(1), click User Account(2) and scroll down to click Access Right(3).



Step 2

Select the user role that you want to give access to, click Edit(4), choose Utility>Reassign Approver. Checked the view and edit box and Save.



Step 3

Go to  Utility(5), choose Reassign Approver(6).



Step 4

In the Reassign Approver screen, select the new approver and the request for which. Once filled up, click Proceed(7).


All Pending Requests = Any pending request under the old approver will be affected

Custom Selections = Only affect specific requests in Pending 

If you choose “Custom Selections”, you can select the request type (Leave, Claim, etc.) and specify which item it should affect.
 

Request Type Available for Reassignment



We hope this explanation clarifies the matter. If you require further assistance, please don't hesitate to contact our support team.

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