WorkFlex

Learn how to manage the WorkFlex platform through video guides

Video guides for HR admins

How to Update Employee Information Using Bulk Update?

Update employee information using bulk update (for HR Admins)

How to customize workation or business trip request forms in WorkFlex?

Custom workation and business trip request fields

What does the employee status "managed" mean?

Employee status "managed"

How HR admins and assistants can edit/complete employees' profiles

How to manage employees' profile information as an HR admin or an assistant?

How can I set up different rights and views for different HR admins? Can I allow Workation for only one entity?

Managing HR Admin rights for multiple entities - Virtual tenants

How to set up relevant documents for workation and business trip management in WorkFlex for HR Admins

Uploading/updating company policy (terms & conditions) and employee instruction documents

How to download reports on submitted requests and employee records as an HR Admin? How to filter employees overview and requests overview?

Report and Filter

Learn about the reminder emails sent for workations and business trips in WorkFlex to ensure smooth approval.

Reminder emails for workation and business trips

I would like to send a reminder internally to use WorkFlex, especially for workations before the high-season

Reminder before high-seasons for workations

This guide will help you navigate key features in your HR admin profile, manage trip requests, and oversee your employees' dashboard.

Platform guide for HR admins

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

Employee Instructions - the template and how to adjust

How to : reschedule, reduce number of working days, edit, re-submit, or cancel a trip for an employee?

Managing workation requests (HR admin guide)

Taxable business trips

How to update a pending trip request for an employee? How to track pending trips?

Pending trips – Guide for HR Admins

Managing business trips (HR Admin and assistants guide)

All you need to know to navigate the request details pop up for a workation

Workation request details pop-up - HR admin guide

All you need to know to navigate the request details pop up for a business trip

Business trip request details pop-up - HR admin guide

Create multiple business trips at once using an Excel or CSV template.

Bulk upload business trips as an HR admin

WorkFlex Support Team

Step-by-step guides for HR Admins to set up and manage WorkFlex for their organisation.

Get started with WorkFlex as HR Admin

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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