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.
βThis will take you to the Profile Info page. Here, click Edit next to any section to adjust the information.
π 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.
π 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
π For more details:
Inviting employees:
Use the Invite employees button in the top-right corner to invite new team members to the platform.
π Learn more: Inviting employees to the platform
4. Employees' workation overview
View workation requests:
Select Employee requests from the left menu, then toggle to Workations. Youβll see all submitted requests, their risk assessment, and status.
βπ Learn more: Understanding risk assessments.
Filters and reports:
Apply filters or download an Excel report for further analysis.π Learn more: Reports.
Approve or manage requests:
Click a request to view the details, including the managerβs 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.π 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.π More info: Understanding compliance statuses.
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.π Details: Managing business trips.