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Platform guide for HR admins
Platform guide for HR admins

This guide will help you navigate key features in your HR admin profile, manage trip requests, and oversee your employees' dashboard.

David William avatar
Written by David William
Updated over a month ago

1. How to update information in your profile

  • Accessing your profile:
    After signing in, click on your name located in the bottom-left corner of the screen. From the dropdown menu, select Profile.
    ​

  • This will take you to the Profile Info page. Here, click Edit next to any section to adjust the information.


    πŸ‘‰ For more detailed instructions, check out Managing your profile info.


2. How to view your requests and request a trip

  • Viewing your requests:
    From the left menu, choose My requests. Here, you can see all your submitted trips. Use the toggle button at the top of the page to switch between Workations and Business trips.

  • Requesting a trip:
    Click on the Request a trip button in the top-right corner and choose between Workation or Business trip.


    πŸ‘‰ For detailed guides:


3. How to manage employees dashboard

  • Accessing the employee dashboard:
    From the left menu, select Employee management. This will open a page displaying:

    • Employee name

    • Department

    • Position

    • Email

    • Cross-border employment type

    • Profile status

    • WorkFlex role

  • Managing employee profiles:
    Click on the three dots next to any employee to:

    • Manage their profile

    • Switch their role

    • Enable the assistant function

    • Deactivate the account

πŸ‘‰ For more details:


4. Employees' workation overview

  • View workation requests:
    Select Employee requests from the left menu, then toggle to Workations. You’ll see all submitted requests, their risk assessment, and status.
    ​

    πŸ‘‰ Learn more: Understanding risk assessments.

  • Filters and reports:
    Apply filters or download an Excel report for further analysis.

    πŸ‘‰ Learn more: Reports.

  • Approve or manage requests:
    Click a request to view the details, including the manager’s approval status, uploaded documents, and risk assessment. As an HR admin, you can approve or reject the trip (this might differ based on your internal approval process). You can also add a comment for the employee.

  • Take actions:
    Use the Action button in the top-right corner to edit, reschedule, resubmit, or cancel a workation.

    πŸ‘‰ Details: Managing workations.


5. Employees' business trip overview

  • View business trip requests:
    Select Employee requests from the left menu, then toggle to Business trips. You can view all submitted requests and their compliance status.

  • Manage requests:
    Click a trip to view details such as compliance status and uploaded documents.

  • Take actions:
    Use the Action button in the top-right corner to edit, reschedule, resubmit, or cancel a business trip.

    πŸ‘‰ Details: Managing business trips.

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