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Assistant function (for HR Admins only)
Assistant function (for HR Admins only)

How does the assistant function work?

Cara Benecke avatar
Written by Cara Benecke
Updated over a week ago

This function is specifically designed to aid assistants in managing WorkFlex requests for employees. Below, we will walk you through each step of the process, from role assignment to managing travel requests.

Assigning the assistant role

Before an assistant can begin managing travel arrangements, the HR Admin must assign them the assistant role. This process also involves assigning employees to the assistant, ensuring that each assistant is linked to the specific employees they will manage. For a detailed tutorial on how to assign these roles and link employees, please view the below video(s)
🇺🇸 How to video - HR Admin Assigning Assistant

Employee consent

Once the assistant role has been assigned, the next critical step is obtaining consent from the employees. Each employee must give their explicit consent, allowing the assistant to manage their WorkFlex account and requests. This consent ensures compliance with company policies and privacy regulations. For a visual guide on what this consent process looks like, please refer to the below video(s):

For assistants, learn how to manage your travellers and request trips on there behalf here.

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