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What happens when an employee leaves the organization or changes managers?

Update access and reporting relationships promptly, and retain completed records according to your organization’s policy

When an employee leaves or changes roles, contact your account owner or administrator promptly to update their account access and reporting relationship. This helps protect company information and keeps future reports routed to the right reviewer.

Before access is removed, make sure any outstanding mileage reports are reviewed and any needed records are retained according to your organization’s policy.