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Terminate employee under SSO but process open expense

paulcollinspaulcollins Expensify Customer Posts: 1

We use Okta for single signon, including email and Expensify. Employee Expensify accounts are under their work email address. Sometimes there are open expenses in Expensify at the termination date. Even though the employee's expense account is not deleted by Okta (it's a manual step in Expensify), at termination, the employee can't sign-in to Expensify under our SSO, and the email address that Expensify knows them under no longer exists.

Is there a method for completing an expense reimbursement (let's assume it's been submitted at least) under these conditions? Thanks!

Answers

  • Stephanie ElliotStephanie Elliot Expensify Team Posts: 68 Expensify Team

    Hey @paulcollins! Heads up, policy admins can always submit and approve existing reports on behalf of employees. So if an employee loses access to their Expensify account, an admin should be able to move any pending reports through your company's workflow.

    As for the scenario you're describing, it sounds like you're referring to cases where: the employees has been terminated, the account still exists but the employee cannot access it. In those cases, there is no real change as far as the account is concerned and any reimbursements should complete as normal.

    For companies using SAML, we typically recommend that employees add a personal email address as a Secondary Login. If they have a personal Secondary Login, oce the email is deprovisioned via Okta the account will default to their personal email and they will be able to log in and submit any stray reports.

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