Why this matters
Classifying a trip into the wrong module doesn't just create extra work. It can result in missed compliance obligations, incorrect risk assessments, and costly corrections down the line.
To make correct classification straightforward for every trip and submit it in the right category, WorkFlex now includes a built-in Trip Classification Tool. It walks you through a few short questions and tells you exactly which module to use, including documented edge cases and exceptions such as recurring travel. Instead of contacting your Customer Success Manager or the Support team, you have a self-service tool that gives you an answer in under a minute.
It's especially useful when:
The trip doesn't fit neatly into one category (e.g. the employee pays for part of the trip, or the duration is borderline)
The trip involves an unusual pattern, such as recurring travel to the same destination or multiple employees rotating to the same project
You're dealing with edge cases like an unclear return date or a very long assignment
Where to find it
When you're logged in as an HR Admin, click "Request a trip" in the top right corner. The Trip Classification Tool is linked at the bottom of the drop-down.
2. Once you click the link, the Trip Classification Tool opens in a pop-up, and you can answer the questions to find the compliant set-up.
Note: The tool is currently only visible to HR Admins. If you'd like to change that, please let your WorkFlex Customer Success Manager know.
How to use it
When you open the tool, you'll be asked a short series of questions about the trip. Each question narrows down the classification based on your answers.
Step 1 — Does the trip have an end date?
This tells the tool whether the employee intends to return. Even if no exact date is set yet, an intent to come back counts as "yes."
Step 2 — Who pays for the trip?
This distinguishes employer-initiated trips (Business Trips and Assignments) from employee-initiated ones (Workations), and also has compliance implications.
Steps 3–4 — Duration and local integration
These questions apply to employer-paid trips and determine whether the stay qualifies as a short Business Trip or a longer Assignment.
Depending on your answers, some follow-up questions may appear to cover edge cases.
Once you've answered all relevant questions, the tool displays your result — the module you should use — along with a short explanation of why.
You can classify another trip, or add a trip from the suggest category underneath.
What happens after classification
Once you've identified the correct module, submit the trip in that module as usual. The tool does not submit the trip for you — it only helps you determine where to submit it.
If the result points to a module you haven't activated, contact your WorkFlex Customer Success Manager to discuss activating it.