HR teams can independently view entity statuses (Pending or Completed), fill out required details, and update existing entity information at any time. The platform dynamically adapts to show you exactly what information is needed based on the entity's country and your specific trip handling setup.
Who can access it: HR Admins.
Before You Begin
Permissions Required: You must have HR admins access (or an equivalent role with permissions to manage Company Settings).
Prerequisites: Your company's entities must already be created within the WorkFlex system.
Virtual Tenant Limitation: If your company utilizes Virtual Tenants, your view is automatically filtered. You will only see the entities assigned to your specific user.
How It Works
The Entity Management page lists all registered entities for your company alongside their current status. When you select an entity, WorkFlex uses conditional logic to display a customized questionnaire. The required fields change depending on the country where the entity is located and how trip handling is configured for that region. For complex regions, helpful articles are attached directly to the questionnaire to guide you through the next steps.
Steps to Manage Entity Details
Log in to your WorkFlex account.
Navigate to Company Settings in the main menu.
Select the Entity Management tab.
Review the list of your entities and check their current status (Pending or Completed).
Click on a specific entity to open its details and questionnaire.
Fill in the required fields. (Note: The questions displayed are tailored specifically to that entity's country and setup).
If available, review any attached Help Center articles at the bottom of the page for country-specific guidance or next steps.
Click Save to submit the entity details.
Expected Result
Once you have successfully filled in all required fields and saved your changes, the entity's status will instantly update from Pending to Completed on the main Entity Management page. This indicates that the entity is fully configured and ready for compliant trip processing.
Editing Existing Entity Details
Entity details are not locked once they have been submitted. If an entity's address or any other field changes, you can update it yourself directly in the platform — there is no need to contact your Customer Success Manager.
Navigate to Company Settings and select the Entity Management tab.
Click the entity you want to update. This works for entities with either a Pending or a Completed status.
Change any field in the questionnaire.
Click Save.
Your changes are applied immediately and are used for all future trip assessments for that entity.
Filtering and Exporting
To help you manage large numbers of entities, you can filter your list by specific criteria (Name, Country, or Status) and export the data for your existing employment entities into a downloadable format.
