What is the best practice for T&E Approval Groups that are no longer needed/valid? We’ve been just letting them sit there, but would it be bad to delete them after a certain amount of time has passed? I always remove the employees from the group to a TERMED group so there isn’t anyone linked to it anymore.
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Best practice - old T&E Approval Groups
Best answer by satkins
Best Practice for T&E Approval Groups that are no longer needed/valid are to Deactivate them and mark as DO NOT USE in description. As for deleting them after a certain period of time, this is something that we leave up to the customer’ discretion. Just make sure that there are no linked entities (i.e. users/groups) and all changes are made if necessary to the timesheet prior, as you will not be able to reject the timesheet. Another thing to keep into consideration is if your company has audits, you will have to explain why the approval groups no longer exists. In all, it seems like you are making the correct preparations and processes if your company does decide to delete the old ones.
Best Practice for T&E Approval Groups that are no longer needed/valid are to Deactivate them and mark as DO NOT USE in description. As for deleting them after a certain period of time, this is something that we leave up to the customer’ discretion. Just make sure that there are no linked entities (i.e. users/groups) and all changes are made if necessary to the timesheet prior, as you will not be able to reject the timesheet. Another thing to keep into consideration is if your company has audits, you will have to explain why the approval groups no longer exists. In all, it seems like you are making the correct preparations and processes if your company does decide to delete the old ones.
Semond Atkins, JAMIS Prime Community Moderator
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