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

1. Go to the People page.
2. Search for the traveler you want to assign a line manager to and click their name.
3. Go to the Organization tab and under Policies and approvals, click Edit.
4. Select the line manager's name and travel policy.
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. 

1. Go to Settings > Travel management > Travel approvals.
2. Search for the name of the approval process or traveler, click the three dots, and then select Edit.
3. Under Who should approve their trips?, click select approver, then type and select Line manager.
   
   
    
4. Click Save changes.

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

Note: If a traveler has a 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 an account admin.

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

Managing integrations and line manager approvals

Some Perk accounts are synced with HR tools. If your account is synced, your line managers are automatically updated from your HR tool, so you don’t need to add them manually.

Any edits to your line managers must be made directly in your HR platform.

To ensure this works smoothly, an account admin must configure the integration to allow access to line manager information.

Note: Integrations are only available with Premium and Pro plans.

Enable access to time off information for your integration

1. Go to Settings > Integrations.
2. Find your HR integration and click Manage.
3. Go to the Settings tab, tick Line manager, and click Save and Sync.
   
   
   
    
4. Click Reconnect
   
   
    
5. If your token didn’t include out-of-office information, you need to select Relink integration and click Finish. 
   
   
    
6. Review the list of permissions Perk requires. and click Next. The will list now includes Line manager under Employees.
   
   
    
7. Enter the HR tool user ID and Token and click Next. 
8. Click Map fields and make sure everything is correct. If everything is correct, click Skip for now.