Login to Fidesic and navigate to Manage Users. Then, click "Reassign Approvals (Vacation Tools)".
After you've clicked this, select the following:
- Approval Type - Invoices or Payments
- Approver that is leaving
- Approver that is taking over
- Select what you'd like to replace:
- Current Approvals
- Future Approvals (Position in the workflow)
- Select if this should be a permanent replacement, or temporary such as for a vacation or time off
- If selected, choose the date window for the approvals to be re-routed
Note: If you selected to make this a temporary workflow change, you can view and manage this temporary replacement from "Manage Temporary Workflows" under the Options menu.