Skip to main content

Managing business trips - (Employees guide)

How can I edit, re-submit or cancel my trips?

Written by David William
Updated over a week ago

Unlike Workations, Business trips do not require an approval process. Throughout the processing stages, employees can edit, re-submit, or cancel the trip as needed.

As a general rule, a business trip can be edited, re-submitted, or cancelled as long as it hasn’t started yet. Once the trip has begun, please contact your HR manager, Assistant or the WorkFlex Support Team to request any changes.

Note: Editing a business trip will generate a new request ID, which means a new credit/trip will be charged accordingly.

How to edit a business trip

To make changes to a business trip:

  • Click on the request to open the Trip details page.

  • Click on the Action button in the top right corner.

  • Select Edit request from the dropdown menu.

  • Apply changes to the trip dates or related questions.

  • Save your edits to finalize the changes.

Note: When editing a trip, all previous information will already be pre-filled for your convenience.

Re-submitting a trip

For customers who frequently take the same business trips or Workations, WorkFlex offers a simple way to streamline the process by duplicating existing trips. This feature creates a copy of an existing trip without making any changes to the original trip request.

  • Click on the trip request you want to re-submit.

  • In the drop-down menu under Actions, click on Re-submit.

  • You can modify the date or any other details as needed.

This option is available from the employee interface, regardless of the trip status.

How to cancel a business trip

To cancel a business trip:

  • Click on the request to open the Trip details page.

  • Click on the Actions button in the top right corner.

  • Select Cancel request from the dropdown menu.

  • Confirm your choice to complete the cancellation.

Please note: Cancelling a fully processed business trip will not result in a refund, as WorkFlex has already completed the required document processing for the trip.

Did this answer your question?