Administrative Systems (AFIT)Concur Approving in ConcurAdding Additional Approvers (New UI)

Adding Additional Approvers (New UI)

These instructions cover how an employee can add additional approvers to a workflow for approving travel requests and expense reports.

Adding additional approvers is required if there are other funds, departments, or divisions paying for expenses.

If you need assistance with logging into Concur, please go to Logging into Concur.

Adding Approvers in an Travel Request

Step 1: From the Concur dashboard, click on Requests.

Concur portal. The requests tab on the top-left corner is highlighted by a green square. There is also a green arrow pointing towards it.

Step 2: Click on the Travel Request that needs additional approvers added.

Requests tab has been opened. There is a title labeled "Active Requests" on the top left corner. Highlighted by a green square there is the following text, "AUG 2021 Albany, NY" There is a green arrow pointing towards the request.

Step 3: Click on the Request Details dropdown.

The request 3MR4 has been selected on. Within the request, there are multiple dropdowns. These dropdowns are request details, print and share, and attachments. There is a green arrow pointing towards Request Details, and it is highlighted by a green square.

Step 4: Select Request Timeline.

Under Request, there is a green arrrow and highlight showing how Request Timeline needs to be selected.

Step 5: Request Timeline window will display and you will see Approval Flow.

The Request Timeline window is displayed. A green highlight and arrow is pointing towards the Approval Flow.

Step 6: Click on Edit.

Click on Edit to add additional approver. There is a green highlight showing the location of the Edit option.

Step 7: Use the Add Step to add an additional approver.

Within the approval flow, there is the option to add an additional approver represented by add step option. The add step option is located below each approval step.

Step 8: Click on the appropriate icon and type in the name of the approver that needs to approve the travel request.

The employee needs to have an approval role in Concur to appear in the dropdown to be added to the workflow.

Within the approval flow tab, the appropriate add step option had been clicked on and it created a drop-down menu. This drop-down contains the list of employees who can be approvers. With this example, the individual named has been selected.

Step 9: Once the approver has been added you can repeat steps 6-9 to add additional approvers, as appropriate.

Approvers. There are a total of three approvers that have been included in the approval flow.

Step 10: When you have finished adding approvers, you can click on the Save button.

In the lower right hand corner, there is a Save button that is highlighted by a green box and arrow.

Adding Approvers in an Expense Report

Step 1: Select the expense report you want to add additional approvers.

Expense report where you can add the additional approver.

Step 2: Go to Report Details and select Report Timeline.

To add an approver, select Report Details, then Report Timeline. Green highlights showing steps.

Step 3: The Report Timeline window will display and under Approval Flow, you will see the workflow.

Report timeline will display, showing where the Approval Flow is located.

Step 4: Select Edit next to Approval Flow.

To edit the approval flow, select Edit. Green highlights showing location.

Step 5: The Edit Approval Flow window will display. Select Add Step to add an additional Approver.

Use Add Step to add an approver. Green Highlights showing location.

Step 6: Use the User-Added Approver field to search for the approver.

Use the User-Added Approver field to search. Green highlights showing location.

Step 7: Once you find the approver, select their name.

When you find the approver's name, select it. Green highlights showing location of how to select the approver.

Step 8: The additional approver will be added. Click Save when you are done.

Select Save button to update the workflow. Green highlights showing location of Save button.

Step 9: The Approval Flow will save. Click Close when you are done.

Close the Report Timeline window when you are done. Green highlights showing where to find to the Close button.

Need more help?

Contact Concur Support at concur@fullerton.edu or at 657-278-3600.