I. Intro
Who can perform these steps: Primary administrator or administrators with "Approval" permission.
As an administrator, you can manually hand over approvals when a member changes their role or leaves the organization, including both the approvals they initiated and those they're responsible for making a decision on. Otherwise, the approvals will be automatically handed over to the member's direct manager without transferring the roles.
Note: This feature is applicable only to approval processes an organization has created itself, not to third-party synced processes.
II. Steps
- Open the Approval admin console and click Data Management > Hand Over.
- Enter the name of the member whose approvals you want to hand over into Hand over from, then click Search to find the approvals that need to be handed over. You can also enter the name of the approval to help locate the approval precisely.
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- Click Select a new owner to the right of the approval, or select multiple approvals and click Batch Handover.
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- In the pop-up window, select a new owner in Take over by and the items to be handed over.
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- The following items can be handed over:
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- Enter the reason for handover and click Confirm.
- (Optional) Go to the Handover History tab to check the handover logs. Fill in the search criteria and click Search to find a handover record.
- If the handover status of the approval is "Exception", hover over it and click try again.
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III. FAQs