Step 1: Request a new trip
Begin by clicking on the button in top right hand corner *request a trip* and choose the option *new assignment*.
Step 2: Getting started with the assignment assistant
In this step, you have several options to select from regarding the services you would like WorkFlex to provide:
Compliance assessment - This covers visa, work permit, tax, insurance, permanent establishment, health & safety, etc.
Example: WorkFlex_ACA_DEMO_Max Mustermann_DE-CN_A-000002.pdf
Balance sheet - Includes gross-net calculation, allowances, deductions, tax equalizations, and benefits.
Example: DEMO_Max Mustermann_ Balance Sheet_GER-CHINA - 100K.pdf
Cost projection - Details the total expenses for an international assignment, covering salary, COLA, housing, taxes, and more.
Example: DEMO_Max Mustermann_ Cost Projection_GER-CHINA - 100K.pdf
To-Do List - Transforms the tasks from the compliance assessment into an actionable checklist for HR with clear deadlines.
Example: WorkFlex To-Do-List_DEMO_Max Mustermann_DE-CN_A-000002.pdf
If you are unsure about what you want to be informed about you can choose the right hand option *Not sure yet?*
You can select more than one option to proceed.
Step 3: General Details
Now, you’ll need to fill in the general details for the assignment. Here you need to provide details about the host country, entity presence, assignment start and end dates, purpose, cost responsibility, whether the assignee is replacing someone, and where the salary will be paid, etc. At the bottom of the page you have the option to leave comments if you unsure about how to answer a certain question. If you're ready to proceed to the next page, click *next* on the bottom right corner.
Step 4: Assignee Details
In this step, you’ll specify the assignee details. Please provide the assignee's name, job title in the host country, marital status, whether they have children under 25, whether pets will accompany them, and if they will maintain their permanent home. If you're ready to proceed to the next page, click *next* on the bottom right corner.
Step 5: Financial Information
Now, you’ll need to fill in the financial information for the assignment. This includes selecting the allowances and compensation the assignee will receive, along with any additional support like visa and immigration services, international health insurance, or tax consultation etc. .
Please note that there is no need to include an index. Additionally, you have the option to let WorkFlex automatically determine the amount, or, if you prefer, you can enter it manually yourself. For example, you can enter the cost-of-living adjustment (COLA) based on the provided options.
By using toggles, you can easily switch between two conditions to adjust your selections according to your needs. If you're ready to proceed to the next page, click *next* on the bottom right corner.
Step 6: Summary and Final Confirmation
Once all the details are entered, you will be presented with a summary of the application. Review the information, and if everything looks correct, click on the *Submit* button to complete the application. If you would like to change an input you can simply go back in your application by clicking *back*. After you submitted a new request our team will get started on preparing your documents. If you have any question in the meantime, please use the chat to contact our experts.
Note: submitting a request deducts 10 credits, providing unlimited iterations with our compliance experts.