Assign an alternative approver for travel and expense reports.

If someone other than the direct manager should approve travel and expense reports, you can use one of three roles: Specified approver, Attestation substitute, or Potential approver.

Assign an approval role in Travel & Expenses

1. Search for the person who will take over the approval responsibility.
2. Go to the person's profile, then select Settings → Roles.
3. Click Add role.

Use a Specified approver in Travel & Expenses

When you add the Specified approver role, a field appears where you can search for the employee whose travel and expense reports the role holder should approve.

By default, the direct manager is the approver. After you assign the Specified approver role, all travel and expense reports for the selected employee go to the person who has the role.

Use an Attestation substitute in Travel & Expenses

When you add the Attestation substitute role, a field appears where you can search for the direct manager for whom the role holder will act as a substitute.

The person who receives the Attestation substitute role takes over as approver for all employees who report to that direct manager.

Use a Potential approver in Travel & Expenses

The Potential approver role is passive. A person with this role can be selected as the approver for any travel or expense report. You can change the registered approver at any time to another person who has the Potential approver role.

Note

Other users cannot see who has the Potential approver role. You must communicate the person's name to managers manually so they know whom they can select as the approver.