When the Contact responsible for approving timesheets changes, you'll need to reflect that change in Invoxy.
First, if the current approver should no longer receive approval requests for the placement you'll need to remove them from the Placement Team.
Then add the new approver to the Team using the green + in the bottom left - you can select an existing approver or add a new one as required.
Using JobAdder or Bullhorn? If your account is integrated with JobAdder or Bullhorn, you should:
- Change the Contact in JobAdder/Bullhorn
- Sync that change with Invoxy - this will pull the new approver through to Invoxy
- Remove the original approver from the Invoxy placement, as shown above
Resending Approval Requests
If there are any outstanding approval requests for the placement, they will still be associated with the original approver(s), based on any approvers who were on the placement at the time of the request.
Resending this request would still send the approval to Mike Rogers, even if the approver has been updated. This is useful for a transition period where the original approver is still responsible for existing requests relating to prior periods, but the new approver will be responsible for future requests.
If those requests need to be re-sent to the new approver, you'll need to: