How are companies handling moving expense reports to the next level approver when the employees' supervisor is on an extended leave?
This question comes from our LinkedIn group.
There are actually two ways to contend with this:
1.) Access the extended leave employee's profile via user maintenance and assign a delegate to the approver with approval access, so that user can logon and approve anything in that particular queue.
2.) Administration>company>Company admin>Approval Queues - instructions on this screen should tell you how to manage this. Full disclosure... I don't remember if this menu path only shows up if you have advanced configuration access, or regular configuration access.
I hope that this helps.
Site Admins should go in and assign an approving delegate for the approver on extended leave. This can be done for clients on the Professional setup of SAP Concur. Or you can just assign a new approver to the employees while their normal approver is on extended leave (see below for what needs to happen if this is the case). For our Standard clients, admins do not have the ability to assign Delegates on behalf of others. The work around would be to assign a new approver to the employees that directly report to the approver on extended leave.
For our Professional and Standard clients, if employees have submitted an expense report already and it is sitting in the approval queue of the approver on extended leave, then one of the following will need to happen:
1. Employees go in and recall their reports. Site admin assigns the new approver, employees resubmit.
2. Expense Processor goes in and returns the reports to the employees, site admin assigns new approver, employees resubmit.
I hope this helps.