WorkFlex

How can I add HR Admin users to the platform and how can I change the notifications?

HR Admin users

How can I delete a profile, if an employee has left the company?

Deactivate an account

What options do I have to invite employees to the platform? How can I invite a new employee that joined the company?

Inviting employees to the platform

How can I configure the custom fields in the platform?

Custom profile fields

Assistant function (for HR Admins only)

How can I:
Add an HR admin to our system?
Give an employee HR admin rights?
Manage HR admin profiles?
Manage notifications per solution for HR admins?

HR admin controls: managing profiles and notifications

HRIS Integration

What data do I see in the Analytics Tab? How can I interpret this data?

Analytics tab in admin view

How can I adjust the trip submission deadline?

Trip submission deadline alert

Setting up your company policy for workations

What is a domestic workation? How can I enable domestic workations?

Domestic workations

Learn how to prepare for a seamless global mobility launch, ensure compliance, and support employees with effective tools and processes.

Getting your team ready for mobility and compliance solutions

How can I check company's remaining credit? How to check usage details?

Credit usage overview

Workday HRIS integration (Custom reports)

Workday HRIS integration (Standard)

How to use the assistant function in WorkFlex

Assistant function (Guideline for Assistants)

Okta HRIS integration

How to integrate SAP Concur with WorkFlex?

Business Travel Integration with SAP Concur

Can I implement a Business trip approval flow?

Business Trip Approval Flow

WorkFlex' template for your business travel instructions

Business travel instruction template

WorkFlex's workation policy template for your use

Workation policy template

How to customize emails that are sent to the employees?

Email Customization: A Step-by-Step Guide

Business Travel integration with Perk

Connect SSO / Identity Provider
Setup Guide ENTRA ID / AZURE AD

Find out what additional integrations options you have with your Personio HRIS

Creating a Shortcut to WorkFlex in Personio and Additional Integration Options

Learn how to create Outlook rules to filter WorkFlex trip notifications by status, so you can focus on trips that require your attention.

How to set up Outlook rules to filter WorkFlex trip notifications

How to integrate WorkFlex with the booking tool?

OBE Integration Guide

How to integrate Entra ID HRIS with WorkFlex?

Entra ID HRIS integration

Connect SSO / Identity Provider Setup Guide - Google Workspace

Connect SSO / Identity Provider Setup Guide - Okta

Personio HRIS integration

SAP SuccessFactors: How do I link my account?

SAP SuccessFactors HRIS integration

HiBob HRIS integration

BambooHR HRIS integration

How external sources send business trips?

Integration capabilities for business travel in WorkFlex

Factorial HR HRIS : How do I link my account?

Factorial HR HRIS integration

ADP Workforce HRIS integration

How to Disable Automatic Browser Translation

Deel HRIS integration

How to create your own Workflow on WorkFlex

Workflow Builder for Workations

Workflow Builder for Business trips

How to integrate your HRworks integration?

HRworks HRIS: How do I link my account?

CC Integration

What is a domestic business travel? How can I enable it?

Domestic Business Travel

Manage, complete, and update your company's entity details — all self-serve.

Managing Company Entities in WorkFlex

This article explains the standard login process for the WorkFlex platform.

How to Log In to Your WorkFlex Account-
Overview

Connecting with Vetted Vendors via the WorkFlex Vendor Portal

Long-term visa assistant

This application is available for all employees using the Workflex platform and Workflex SOS"

Getting Started with the WorkFlex SOS Mobile App

SD Worx: How do I link my account?

How to Create and Assign Custom Workation Policies per Entity

How to connect WorkFlex MCP to your AI assistant

David William

Hazem Emad

Platform setup

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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