WorkFlex

This article explains the Assignment Exploration Chat, a tool for clarifying details, asking questions, and making changes efficiently.

📘How and Why to Use the Assignment Exploration Chat

The following guide walks you through each step of submitting a new assignment request on the platform.

How to submit a new assignment request in WorkFlex

Determine if your employee is going on a business trip or assignment, understand the key differences and implications for your travel compliance policy.

Business Trip vs. Assignment: Understanding the key differences

Automate compliance to-do's, balance sheets, cost projections, A1s and more - all through our new assignment solution.

Everything to know about WorkFlex new Assignment module

Submitting an ongoing assignment

Confirm an assignment

Do you need additional services when going on assignment? Do yo struggle with finding trustworthy vendors abroad? We've got you covered!

Managing additional services for your assignment with WorkFlex

Repatriation – Returning home after an assignment

Assignee Access gives assignees a self-service view in the WorkFlex platform for their international assignment.
Once an assignment is confirmed by HR, the assignee gets access to their own assignment…

Assignee Access

The Assignment Task Tracker gives HR teams and employees a centralized, phase-based overview of all tasks required during an international assignment - helping track responsibilities, deadlines, and progress in one…

Assignment Task Tracker

Understand how assignment phases work in the WorkFlex Assignment Module— what happens at each stage, what triggers phase changes, and what actions you can take to manage assignments from submission…

Assignment Phases explained

Ordering an additional balance sheet

How to edit already submitted Assignment requests and credit deductions.

Edits to Submitted Assignment Requests

This article explains how the travel calendar tool works, who can see what and what features are available.

Travel Calendar - How to Guide

The intake form has been significantly enhanced to provide more precise, structured, and scenario-based data collection.

Revised Intake Form Questions: What’s New and How to Use Them

An overview of all emails WorkFlex automatically sends to your employees throughout their assignment journey — from confirmation to repatriation.

Emails Your Employees Will Receive During an Assignment

Learn how the Assignment Admin role enables HR Admins to access assignment-specific information for employees across virtual tenants.

Assignment Admin Role – Setup & Usage Guide

WorkFlex Support Team

Everything you need to know about our assignment solution

Assignments

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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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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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