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Travel Calendar - How to Guide

This article explains how the travel calendar tool works, who can see what and what features are available.

Written by Cara Benecke
Updated over a week ago

1. Overview

Travel Calendar is a compliance and tracking tool that allows employees to declare:

  • Where they were located on each day

  • Whether they were working or not working

  • If they were traveling

  • If they split their day between locations

  • Additional company-specific data (via custom fields)

Travel Calendar is currently available only for customers with the Assignment Solution enabled!


2. What the Customer Sees (HR View)

Once enabled, HR will see two new tabs:

  1. My Calendar

  2. Travel calendar overview

2.1 Travel Calendar Overview

When you click on Travel calendar overview, you will see:

  • List of employees (based on: Access rights, Virtual tenant setup, Role permissions)

Displayed Information

  • Full name of the employee

  • Department of the employee

  • Completion percentage per employee (showcases how many days the employee has completed out of the month - e.g. 15d/30d = 50 % completion rate)

  • Last logged info (last travel calendar entry)

  • Export option (includes completion data)

  • View calendar option

When you click on any of the employee's names you can see/edit/delete the detailed overview of the calendar with all the details

  • Each day’s declared location

  • Working vs non-working

  • Reason for non-working

  • Place of work

  • Travel details:

    • From country

    • To country

    • Whether working in each destination

2.1.1 Actions Available in the Travel Calendar Overview

Review completion %

Check the calendar monthly completion status (in percentage) which is displayed on the right-hand side, providing an at-a-glance view of the employee’s progress.

Export the data

This overview can be exported by clicking on the Export button in the top-right corner. Simply select the date range, then click Export list to download the file.

You will then receive the exported file in an email as below:

Switch employee via dropdown

You can easily switch from one employee to another by using the dropdown menu in the top-right corner.

Send reminders to employees

✉️ Click Send reminder (top-right corner) to remind the employee to fill in their travel calendar. The employee will then receive a reminder as shown below:


3. My Calendar (Employee View)

This is the same view HR sees for a single employee.

Employees can:

  • Add entries

  • Edit entries

  • Delete entries

Doing so ensures proper documentation for tax declarations and international compliance.

3.1 Access the calendar

  • Open the main menu on the left-hand side of the WorkFlex platform.

  • Click on “My Calendar.”

5.2 Adding an Entry

When clicking on a specific calendar cell:

A pop-up opens allowing you to define:

  • Start date

  • End date

  • Location

  • Working or non-working

  • Reason for non-working or Place of work

5.3 Logging a travel day

If you were traveling:

You must specify:

  • From which country

  • To what country

  • Whether you were working in:

    • From destination

    • To destination

  1. Enable the toggle for “I was travelling that day”

  2. Select:

    • From

    • To

    • Arrival time

  3. Indicate whether you were working during the travel day or not.

    • If not working, choose the reason (e.g., vacation, public holiday, etc.).

    • If working, select the location where you worked from.

5.4 Logging a non-travel day

If the day was not a travel day, disable the toggle.
You will then be asked to choose between:

5.4.1 Full Day vs Split Day

You can select:

  • Full day → Same status for entire day

  • Split day → Two different statuses in one day

(e.g., worked in Country A in the morning, Country B in the afternoon)

6. Calendar overview and progress

On the right side of the page, you will find:

  • Completion status:
    Displays the calendar’s completion in percentage per month.
    Use the left and right arrows above the calendar to switch between months.

  • Legend:
    A simple guide explaining what each Entry Type in the calendar refers to.


7. Auto-Sync

There are four types of auto-sync within the travel calendar:

  1. Weekends

  2. Public Holidays

  3. Business Travel (BT)

  4. Workation


7.1 Weekend & Public Holiday Sync

Rule Logic:

If the employee is NOT on:

  • Assignment

  • Business Travel

  • Workation

👉 We use Payroll Country:

  • Payroll country weekends

  • Payroll country public holidays

If the employee IS on:

  • Assignment

  • Business Travel

  • Workation

👉 We use Destination Country:

  • Destination country weekends

  • Destination country public holidays

This ensures correct compliance handling.


7.2 Business Travel Auto-Sync

When:

  • Business travel is requested

  • Fully approved

We automatically:

  • Create a Travel Calendar entry

  • Use the business travel dates

  • Use destination country

  • Assume working full time

Employee can manually edit afterward.

If the BT is canceled, the entry is simply deleted


7.3 Workation Auto-Sync

Workation is more complex because it can include:

  • Working days

  • Non-working days

When the employee declares:

“I will work X days during this workation”

We create:

  • Entry 1 → First X days = Working

  • Entry 2 → Remaining days = Non-working

Example:

  • 15-day Workation

  • 5 working days declared

Result:

  • Days 1–5 → Working

  • Days 6–15 → Non-working

All this is clearly visible in the export file.

If the WK is canceled, the entry is simply deleted.


8. Export Data

It is possible to export your calendar - the export includes:

  • Working vs non-working breakdown

  • Travel details

  • Destination information

  • Custom fields

  • All autosynced information

This ensures tax/compliance teams receive all necessary information.

The steps to export the calendar are the same for employees and HR. Please refer to the instructions above within the section "HR View".

Tip: Keep the calendar up to date!
Regular updates ensure that your data remains compliant and ready for tax reporting.


9.1 Travel Calendar Custom Fields

HR can:

  1. Go to Company Settings

  2. Create Travel Calendar Custom Fields


9.2 How It Appears for Employees

When filling Travel Calendar:

Employees see:

  • Default fields tab

  • New Custom Fields tab

They must complete fields based on HR setup.

Custom field data is included in export.


👉 If you are interested in our Travel Calendar, please contact your Customer Success Manager

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