This guide is for HR admins and assistants on how to manage and update employee profiles within WorkFlex. Whether you’re completing an employee's profile or making edits to existing information, follow these steps to ensure the profile is up-to-date and complete.
Note: If you have integrated your HRIS system with WorkFlex, please edit the information directly in the HRIS system, and it will be updated automatically in WorkFlex.
Please note that the sync only works one way. Changes made in WorkFlex will not be reflected in the HRIS system. If you modify any information in WorkFlex, it will be automatically reverted to match the information in the HRIS system during the next sync.
1. Navigate to employee management
To manage an employee's profile, go to Employee Management from the left-hand menu. If you're an assistant, you'll find this under My Travelers. From there, use the search function to find the specific employee whose profile you want to update.
2. Access the profile
Once you've located the employee, click on the three dots to the far right of their name. A drop-down menu will appear. Select the Manage Profile option from the menu to proceed.
Note: Assistants can only manage profiles of employees who have already provided their consent. For more information about consent, click here.
3. Check for missing information
If there is missing information on the profile, you will see a pink banner at the top of the profile page. Each field that requires completion will have a small pink alert sign next to it. These indicators will help you easily identify what needs to be updated.
4. Complete the profile sections
The profile page is divided into 4 sections, each containing a set of questions. To complete a section, click the Complete button next to the relevant section.
Fill in the missing information, and be sure to click Save once done.
If a section has already been completed, the button will change from Complete to Edit, allowing you to make updates if necessary.
5. Edit profile information
To edit existing information on an employee's profile, navigate to the relevant section, then click the Edit button. Update the fields as needed, and click Save to confirm the changes.
