Updating the Manager ID in Employee Profiles

Select System Setup (G09E41), Update Manager ID.

Because of job changes, reorganizations or for other reasons, it might become necessary to designate a different manager as the approver for an employee's expense reports. This change might be temporary, but could also be permanent. The Update Manager ID program (R09E140) enables you to update the manager ID on multiple employee profiles and on pending expense reports as needed. The program updates the manager ID on pending expense reports when a manager changes, and resends the workflow message requesting expense report approval to the new manager after terminating the old workflow task for the previous manager.

To control how the program updates the manager ID, you use the processing options. For example, if a manager is not available and you want to redirect all expense reports that are currently waiting for that manager's review to another manager, you use the processing option to specify the new manager ID and specify that the program should run in final mode and should update the manager ID on the pending expense report, but not on the employee profile. You enter the current manager's ID in the data selection.

If the approving manager for a group has changed for the long term, you set the processing options and data selection for the program in the same way as discussed in the previous paragraph, but you also specify that the employee profile should be updated with the new manager ID.

You might also want to redirect a specific expense report that is waiting for approval to a new manager. In this case, you specify the new manager's ID in the processing option and direct the program to update pending expense reports, but not the employee profile. You also enter the specific expense report that you want to update in the processing options and run the program in final mode with the employee ID in the data selection.