TravelPerk is a comprehensive business travel management platform that streamlines the booking and management of corporate trips. The integration between TravelPerk and WorkFlex enables automatic transfer of trip data, allowing WorkFlex to assess compliance risks and implement necessary measures, including the generation of required documents. This seamless connection ensures that all business travel arrangements adhere to global compliance standards.
To integrate WorkFlex with TravelPerk, a Pro or Premium TK account in TravelPerk is required as well as a TravelPerk Admin user and a WorkFlex HR Admin user.
How to enable the WorkFlex integration 🔗
Admins can enable the WorkFlex integration by following these steps starting in TravelPerk, log in with your admin user and then:
Go to Account Settings in TravelPerk
Select Integrations
Find the WorkFlex integration and click Set up.
Click Enable
If not logged into WorkFlex already, you will be prompted to log into your WorkFlex Account
You should be forwarded to the TravelPerk integration setup page:
If not, please go to Company Settings -> TravelPerk
Click on Connect
After being redirected back to TravelPerk, click Authorize app.
The integration between WorkFlex and TravelPerk is now successfully set up and trips will start appearing in WorkFlex requests overview:
How to disable the WorkFlex integration ⛓️💥
Admins can disable the TravelPerk integration from WorkFlex following these steps in WorkFlex:
Go to Company Settings
Go to TravelPerk
Click Disconnect
Admins can disable the WorkFlex integration from TravelPerk by following these steps in TravelPerk:
Go to Account Settings
Select Integrations
Find the WorkFlex integration and click Manage
Click Disable