Change Approver for Users

Changing the approver can be done in two ways: either for a single employee or massively for many employees at once.

Contents of the article

• Method 1: Change approver for a single employee
• Method 2: Change approver for many employees at once

ℹ️ IMPORTANT – Read this before making any changes:

• Automatic integration: If the company uses automatic updating of user data (HR integration), it is not recommended to change approvers manually. The change should instead be updated in your primary source system.
• Only forward effect: A change of approver applies only to new transactions. Existing/ongoing transactions will remain with the old approver.
  • See instructions: How to transfer existing transactions to a new approver
  • See instructions: Update approver on transactions that have not yet been submitted for approval

Method 1: Change Approver for a Single Employee

Use this method for individual position changes or organizational adjustments.

1. Go to ADMIN -> Users.
2. Find and open the relevant employee’s master data in the user list.
3. Scroll down to the Relations section, where the current approver is listed.
4. Click Edit.
5. Click Select next to the approver field.
6. Choose the new approver from the list.
7. Click Save.

The approver is now updated for the individual employee.

Method 2: Change Approver for Many Employees at Once

Use this method if a managerial employee leaves/changes role, and all subordinate employees need to be transferred to a new approver.

1. Go to Administrator -> Users -> Work with Approvers.
   
2. Select the current approver to be replaced. The system will automatically display all employees linked to this approver.
3. Select the new approver who will take over responsibility.
4. Click OK to complete the change for all employees at once.