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.
To assign an assistant, navigate to "Employee Management" and search for the profile you want to assign.
Click on the three dots next to their name and select "Enable Assistant Function." This will change their job role from "Employee" to "Assistant."
Next, click on the three dots next to the assistant profile and select "Assign Employee(s)."
A pop-up will appear where you can choose the employees you want this assistant to manage.
Mark the employees you wish to assign and click "Save."
All selected employees will receive an email asking for their consent to be managed by the assistant.
For a detailed tutorial on how to assign these roles and link employees, please view the below video(s)
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.