Assign a line manager as an approver

• Only Admins can use this feature

If you want approval requests to be sent directly to a traveler's manager, you need to add a line manager to their profile. You'll also need to set up or update the traveler's approval process. 

Add a line manager to a traveler's profile

To add a line manager to a traveler's profile, follow these steps:

1. Go to the People page
2. Search for the traveler you want to assign a line manager to and click their name
3. In the Account Settings section, click Edit
   
   
4. Select the line manager's name
   
5. Click Save

If the traveler doesn't have an approval process, you need to set one up. Follow the instructions on Set up an approval process. Make sure to select line manager as the approver. 

If the traveler already has an approval process, you must change the approver to line manager following the instructions below. 

Set line manager as the approver 

If the traveler already has an approval process, you need to change the approver to line manager. If the traveler has more than one approval process, you'll need to update each process individually. 

To change the approver to line manager, follow these steps:

1. Go to Account Settings
2. Under Travel Management, click Approval processes
3. Search for the name of the approval process or traveler, click the 3 dots and then select Edit
   
   
4. Under Who should approver their trips?, click select approver and type and select line manager 
   
   
5. Click Save changes

Approval processes assigned to a traveler always take priority over default processes.

Note:  If a traveler has line manager set as their approver, but they don't have a line manager listed in their profile, the approval request will be sent to the company Admin.

We'll include a notification that the traveler is missing this information on the approval request email and on the platform.

Line managers and HR integrations

Make sure that your HR integration settings allow us to receive line manager information. 

In the TravelPerk settings for your HR integration, tick the Line manager checkbox so we can receive this information. 

It's important to keep your HR platform updated so approval requests are sent to the right person.