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Training Tidbit: An employee who approved requisitions and leave requests left the district; how do I update the system with the new approver?

To update the system with the new approver, add the new approver as a user within the User Security option and then complete the steps below for requisitions and/or leave requests.

Updating approvers for requisitions:

  • Edit the applicable approval trees within the Requisition Options (accessed under the Requisitions menu in Accounts Payable) to replace the new approver for the old approver.  For detailed instructions, refer to the Changing an Approval Tree topic in the Help File.  (Note:  Only supervisors can access the Requisition Options.)
  • Complete the Reassign Requisition Approvals option to change the user who is assigned as an approver on previously submitted requisitions that are still pending approval.  For detailed instructions, refer to the Reassigning Requisition Approvers topic in the Help File.  (Tip:  After saving the changes to an approval tree where an existing approval sequence was edited or deleted, a prompt will appear asking to open the Reassign Requisition Approvals option; click Yes to open the option.)

Updating approvers for leave requests:

  • Edit the applicable approval paths within the Leave Request Options (accessed under the Options menu in Payroll and the Leave Requests submenu) to replace the new approver for the old approver.  For detailed instructions, refer to the Changing an Approval Path topic in the Help File.  (Note:  Only supervisors can access the Leave Request Options.)
  • Complete the Reassign Leave Request Approvals option to change the user who is assigned as an approver on previously submitted leave requests that are still pending approval.  For detailed instructions, refer to the Reassigning Leave Request Approvers topic in the Help File.  (Tip:  After saving the changes to an approval path where an existing approval sequence was edited or deleted, a prompt will appear asking to open the Reassign Leave Request Approvals option; click Yes to open the option.)