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

The Entity Management page provides HR admins with a centralized, self-serve hub to view and manage all their company’s entities directly within WorkFlex.

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

WorkFlex Support Team

Hazem Emad

Platform setup

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype article-aware answer

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.