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Confirm an assignment

How to confirm an assignment?

David William avatar
Written by David William
Updated over 2 weeks ago

Congratulations! 🎉 You’ve successfully created a new assignment and completed the initial steps. (If you haven’t yet, check out this article first.)
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The next step is to confirm the assignment. This is crucial, because only after confirmation will WorkFlex begin preparing your compliance documents (such as A1/CoC, Assignment Letter, Tax Briefing, and any other documents included in your contract).

During confirmation, you’ll also have the option to request referrals for additional services from our trusted partner network. If you’re not ready yet, don’t worry—you can always do this later.

If you have any questions, your CSM will be happy to support you.

Why confirmation matters

Assignments that remain in the “Exploration” stage are not yet confirmed. Without confirmation, document creation cannot start. To help you stay compliant, we’ll also send you reminders via email.


How to confirm an assignment

1. Open the assignment

  • Go to the assignment you’d like to confirm.

  • A request pop-up will open.

  • In the bottom-right corner, click Confirm Assignment.

2. Complete the short form

  • Fill in any missing details (e.g., employee name).

  • Select the employee from the drop-down, or create a new employee profile (instructions here).

  • Enter the passport number. While not mandatory, we recommend uploading the passport to the employee’s Document Center for easier handling.

  • Double-check or enter the correct start and end dates in the “Trip details” section—these dates are used for compliance documents, so accuracy is key.

3. (Optional) Add additional services

  • If you’d like support with relocation, tax, or other local services, you can request a referral through WorkFlex’s global partner network.

  • Already have partners? You can skip this step.

  • You can also add requests in the free text field or later via the assignment chat.

  • A summary on the right-hand side shows which services you’ve requested—no extra costs at this stage.

4. Review and confirm

  • A summary screen will show all details you’ve entered.

  • If everything looks correct, tick the confirmation box and click Confirm.

What happens next

  • WorkFlex will begin processing your compliance documents.

  • You’ll receive a notification once they are uploaded.

  • If you requested additional services, either the WorkFlex team or our partner will reach out to you directly.

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