Manage Approvers in Running Workflows

Learn how to change the people authorized for approval.

Approvers are configured and defined automatically with the HR core system synchronization. When the approver must be manually changed for existing and running workflows, the Admin Center can support you in making this update. 

For instance, the regular program approver is on a longer leave of absence and in the meantime, they should be replaced with someone else in the organization.

To start, click on the Admin Center on the JobPts application. On the left-side menu, click Users and then Manage Approvers.

On the top of the page, you have a filter which enables you to search for the user or the approver of the user, search by type of program or by country. 

The program dropdown will display only  programs defined by specific approval conditions, including certain company levels or parameters set in the Employee Central. Since these individuals may not be direct managers of the employee, it's crucial to include them in this report.

Find the person whose approval status should be changed and click the name of the current approver.

Image: JobPts application - Manage Approvers

New window will pop-up. Find the new approver's name in the search bar and click Change.

Image: JobPts application - Change approver

The following message appears requesting confirmation of the current Direct Manager update. 

I

mage: JobPts application - Warning message

If you select Confirm, the update is available only for this specific user (e.g. In case an employee moves between departments and has a new direct approver).

If you select a Substitute for all, the change applies to all direct reports (e.g. In the case where the employee goes on leave and all direct reports need a new approver).

If you select the True button next to the approvers name, the system will pull the actual user manager from Success Factors synchronization.

An Export option is also available so you can download all of the information alongside the details in excel format. 

Image: JobPts application - Manage Approvers - True button

*Note: With synchronization, changes made by the admin will not overwrite. If there is another manager added for a specific user in Success Factors, it will not be changed.

This functionality also provides an overview of the approvers for the employees.

Please review our comprehensive step by step video guide:

If this article left your questions unanswered, please submit a Support Form, and we can clarify this topic.