When you delete an employee, Weel automatically reassigns their pending approvals, covering expenses, bills, and reimbursements, to their delegate approver, so nothing gets stuck. Every employee's delegate approver defaults to your business's Owner, with a fallback to the longest-serving Admin if needed. This keeps approval chains moving without any manual clean-up.
How It Works
- Automatic reassignment: Weel reassigns a deleted employee's pending approvals to their delegate approver automatically, so nothing sits waiting on someone who's gone.
- Owner is the default delegate: Every employee's delegate approver is set to your business's Owner from the start, so reassignment works even if nobody's configured it manually.
- Built-in fallback: If there's no delegate, or the delegate's been deleted too, approvals fall back to your business's Owner, or the longest-serving Admin if there's no Owner.
- Future approval steps adapt too: Steps that haven't been created yet route around deleted people automatically: individual assignments follow that person's own delegate chain, Role and Budget Owner steps simply exclude deleted people from the pool, and if that leaves nobody eligible, it falls back to the Owner or longest-serving Admin like any other approval.
- Nothing already approved is touched: Previously approved steps stay exactly as they were, other approvers see no change, and nobody gets a duplicate request.
- Delegates see it on their next visit: Reassigned approvals simply appear in the delegate's queue next time they load the page, ready to review and action as normal.
Good to know
- Reassignment is quiet: The delegate doesn't get an email or a real-time alert; the approval just appears next time they load their queue. Out-of-Office delegation does email the delegate, and a manual Manage Approval > Reassign notifies both people, so don't expect the same alert here. If you're restructuring a larger team, let delegates know to check their queue.
- A rare edge case: If a deleted employee has no delegate, and your business has no Owner or Admin left, the approval stays assigned to them without being reassigned. Contact Weel Support if this happens.
- Before you delete someone, check their delegate: Go to People under User Management, select the employee, then Delegation settings, to see who's set as their Approval delegate. It's already set to your business's Owner by default, so you only need to change it if you want someone else to inherit their approvals.