At WorkFlex, we understand that assignment details can change quickly, particularly in the early stages of planning. Our goal is to offer flexibility to adapt to these changes while ensuring compliance throughout the process.
How to edit an assignment
To make changes to an assignment:
Click on the request to open the Trip Details page.
Select Edit Request in the top right corner.
You can edit any variable related to the assignment.
Note: When editing a request, all previously entered information will be pre-filled for your convenience, so you don't have to re-enter details.
Simple edits: no extra charges
You can make the following changes without incurring any extra charges:
Add trip dates if you initially provided only the duration.
Add the employee's name after the initial submission.
These updates won’t affect compliance evaluations.
Significant changes: new compliance documents required
If you make significant changes to the assignment, such as altering multiple variables or changing the destination country, it will impact the compliance evaluation. In such cases, we’ll treat the request as a new assignment and prepare updated documents.
Note: Document preparation begins immediately after an assignment request is submitted. Additional credits will be charged for the preparation of new documents.
Ordering an additional balance sheet
Follow these steps to order an additional balance sheet for a specific assignment:
Select the assignment: Click on the assignment that requires the additional balance sheet.
Go to documents: Navigate to the Documents tab.
Initiate order: Click the Order additional balance sheet button.
Complete the form: Fill in the required information. (Note: Data previously entered will be pre-filled for your convenience.)
Add details (Optional): Include any additional relevant details or notes.
Review & Submit: Click Next, follow the submission flow, review all the information on the summary page, and then click Submit.
What happens next? Once submitted, our team will immediately begin processing your request and will either reach out to you directly or upload the completed documents to the assignment.