This guide explains how to use Trip actions in the request details pop-up for workations and business trips in WorkFlex. Trip actions show which compliance-related tasks still need attention and help users track progress directly in the trip view.

When should you use this?

You should use Trip actions when:

• you want to check what still needs to be done for a workation or business trip
• you need to understand whether HR or the employee must complete a task
• you want to track the progress of required compliance actions

Step-by-step instructions

Open the relevant workation or business trip in WorkFlex.
Open the request details pop-up.
Go to the Trip actions section.
Review the list of required actions for the trip.
The list shows which tasks are still open and which ones have already been completed.
Check who is expected to complete each action.
Actions that can only be completed by HR are tagged with "Waiting on HR". All other actions can be completed by any user.
Complete the required action where applicable.
For example, you may need to upload a missing visa document or review a compliance-related requirement.
Once an action is marked as done, it moves to the completed section automatically.

What can appear as a trip action?

Trip actions are tailored to the specific trip and its compliance requirements. Examples include:

• a posted worker notification (PWD) is required, but PWD trip handling is not activated for the company
• an A1 certificate is missing because the required power of attorney (PoA) has not been provided
• The traveller requires a visa to enter the destination country, and WorkFlex is not handling the visa for this client.

Important

• Trip actions are available in the request details pop-up for both workations and business trips
• Actions are visible to HR, managers, assistants, and employees
• Most actions can only be completed by HR
• Completed actions are tracked automatically in the same view
• The actions shown depend on the compliance requirements for the specific trip

How to upload a visa directly from a trip request

This guide explains how to upload a visa document directly from a business trip request in WorkFlex. This allows you to complete the "Obtain travel visa or authorization" trip action without navigating away from the request.