What happens when an employee leaves the company?
After an employee leaves your company, it's important to offboard them within your Brex account to keep your budgets, approval flows, or other spend management procedures running smoothly. Upon deactivating any number of users that are reviewers of card expenses / reimbursement approval chains, you’ll see an alert at the top of your Budgets page that reads Approval chains are missing reviewers due to recent employee deactivations. Account and card admins will also receive an email prompting them to assign new reviewers to approval chains.
Note: You won’t receive these alerts if your company has a rule for direct manager to review.
To get started with the offboarding process, follow the steps below.
Step 1: From the banner in Budgets, click Assign new reviewers. Or, from the email, click Assign new reviewers (you’ll be asked to sign into your dashboard if you haven’t already).
Step 2: You’ll see a summary of the deactivated employees to be offboarded. If all looks well, click Get started.
Step 3: You’ll see a summary of an employee with complex permissions. Use the dropdown menus to assign one or more reviewers to replace the offboarded employee in all of the following sections:
Step 4: Click Reassign approvers.
Step 5: Continue on to repeat reassignment for any other users with complex permissions. Once complete, click Done.
Note: Any individual or stipend budgets of which the offboarded user was a budget member will automatically close. If they were the owner, the budget won’t close.