This feature allows you to add tailored questions for your employees, in addition to the default questions generated by the system.
Accessing custom workation fields
To set up your custom questions, go to Company settings, then navigate to Custom fields, and select Workation request fields.
Customizable question types
When creating your custom questions, you can click on Add another field to add a question and you can choose from the following response types:
Free text: Employees can provide detailed, open-ended answers.
Checkbox: Employees can select multiple options from a list.
Radio button: Employees can choose just one option from the available choices.
You can see how these options are displayed in the screenshot below.
Required vs. optional questions
You also have the flexibility to decide whether each question is required or optional for employees to answer during their trip request submission. This ensures you gather the necessary information while allowing for some discretion. The screenshot below shows how these questions appear to employees in the General Details section while submitting their trip requests.
Visibility of responses
Once a trip request is submitted, the answers to your custom questions will be included in the submission file, making it easy for you to review the information provided.
We hope these custom fields enhance your experience with WorkFlex and streamline the workation request process.
If you have any questions or need further assistance, please don’t hesitate to reach out!