The Business trip request details pop-up provides a clear and structured summary of all relevant information related to a business trip request.
This article explains each section of the pop-up and how you can use it effectively to review details, assess risks, track progress, and access documents.
Opening the request details pop-up
When you click on a business trip request in the platform, the request details pop-up opens automatically.
It is divided into three main sections:
Trip details
Compliance status
Progress and documents
Each section serves a specific purpose and helps you manage the request efficiently.
Section 1: Trip details
The top section of the pop-up provides a quick overview of the key trip information:
Traveler’s payroll country
Destination country
Trip start and end dates
Total duration of the stay
In the top-right corner of this section, you will find the Business trip ID.
This ID is always required when contacting the Customer Support team.
Section 2: Compliance status
The Compliance status section shows the risks involved in the business trip.
You can see:
The overall risk classification
Which risk dimensions are marked as attention or completed.
Viewing detailed information
Click on the arrow next to the sub assessment to expand or collapse the section
Expanding the section shows additional details per risk dimension
Downloading the compliance summary
To download the full compliance summary document:
Click on Detailed assessment
Comments
You can also use the Comments button to leave notes for your internal team.
Important notes about comments:
Comments are intended for internal use only (HR, assistants, employees)
WorkFlex employees do not review or act on information added in the comments field
If you need to contact WorkFlex:
Use the chat function in the platform, or
Send an email to [email protected]
Section 3: Progress and documents
On the left side of the pop-up, you will find the third section, which focuses on the status and next steps of the request.
Progress
This area shows:
The current progress status of the business trip request
Which steps have already been completed and which are still pending
Actions
By clicking the Actions button, you can:
Edit the business trip
Reschedule the business trip
Cancel the business trip
Resubmit the business trip request (if required)
See more on the actions you can take here.
Documents
Under Documents, you can see:
Which documents are finalized and ready to view or download
Which documents are still pending
Country guide
At the bottom of this section, you can open the country guide.
The country guide provides a comprehensive overview of:
Local regulations
Compliance considerations
Key information for your destination country
