Skip to main content
All CollectionsPlatform setup
Employee Instructions - the template and how to adjust
Employee Instructions - the template and how to adjust

Find the template here and get to know how to modify employee instructions in our account as HR Admin?

Cara Benecke avatar
Written by Cara Benecke
Updated today

How can I adjust the employee instructions on the platform?

This guide will assist HR Admins in modifying employee instructions while adhering to our template tied to liability conditions. Changes are permitted for design purposes or to add company-specific instructions. Itโ€™s important to note that once updated, the new instructions will be received by employees when a trip gets fully approved. Trips approved prior to the update will continue to display the former instructions.

How it works:

  1. Go to Company settings.

  2. Select Company policy.

  3. Scroll down to the Employee instructions part

  4. Download the word document named "WorkFlex - Employee instructions".

    Edit the Word template as needed. Ensure that the core content is not altered.

  5. After making changes, upload your amended document in PDF format.

  6. Click Save to finalize and save the changes.

Important Note:

Modifications should comply with the foundational guidelines provided in the WorkFlex template to maintain legal integrity and consistency across the company. HR Admins must ensure that all changes meet these standards before implementation.
โ€‹

Where can I find the template?

You can find the template directly on the platform as described above our download it directly here:
โ€‹

Did this answer your question?