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gina1
Occasional Member - Level 1

User profile showing "Incomplete" after creating policy group

Hi! I created a new policy group for a few of my top executives so that they can have access to certain expense reimbursements that the rest of my employees don't. When I went to the Users to add them to this group, all of my users are now showing "Incomplete" on their user profile. What should I do to clear this up?

1 Solution
Solution
KevinD
Community Manager
Community Manager

@gina1 I took a look. When you create a group, that opens a field on the user profile labeled Expense Policy Group which is required, so no every created profile is incomplete. Also, when creating the Policy Groups, you should have a minimum of two groups. Because the field is required, if you only create one group, everyone would need to be assigned to that group. If all people belong to the same group, then there really isn't a need for that group. I hope that makes sense.

 

Easy solution is to create a second group. When you say you want executives to have access to certain expense reimbursements, do you mean certain expense types they can use or something else? Please let me know so I can better assist if using a Policy Group(s) is what should be done.


Thank you,
Kevin
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

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2 REPLIES 2
Solution
KevinD
Community Manager
Community Manager

@gina1 I took a look. When you create a group, that opens a field on the user profile labeled Expense Policy Group which is required, so no every created profile is incomplete. Also, when creating the Policy Groups, you should have a minimum of two groups. Because the field is required, if you only create one group, everyone would need to be assigned to that group. If all people belong to the same group, then there really isn't a need for that group. I hope that makes sense.

 

Easy solution is to create a second group. When you say you want executives to have access to certain expense reimbursements, do you mean certain expense types they can use or something else? Please let me know so I can better assist if using a Policy Group(s) is what should be done.


Thank you,
Kevin
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.
gina1
Occasional Member - Level 1

Yes, there arew a few expense types that only 2 executives should have access to. I have another 2 employees, that deals with all our logistics travel on their credit card, so I need them to be in another group. If I create a "General" group for the rest of my employees 80+ will it affect the ADP connection to create a new employee when we hire someone new? We do not have that field in ADP.