Your left menu at a glance
Depending on your company’s setup and your role, the left menu contains these areas:
Admin management: Employee requests, Analytics, Employee management, Company settings, Travel calendar overview and Visa dashboard.
My workspace: My requests, My calendar, Visa dashboard and Policy overview.
SOS management: SOS center (for users with the SOS admin role).
Your own settings (for example the language) are under your name in the bottom-left corner → My settings.
1. How to update information in your profile
Accessing your profile:
After signing in, click on your name in the bottom-left corner of the screen. From the menu, select Profile.
This will take you to your profile (tab Profile details). Here, click Edit next to any section to adjust the information.
👉 For more detailed instructions, check out Managing your profile info.
2. How to view your requests and request a trip
Viewing your requests:
From the left menu, choose My requests (under My workspace). Here, you can see all your submitted trips. Use the tabs at the top of the page to switch between Workation, Business travel and Assignments.
Requesting a trip:
Click on the Request a trip button in the top-right corner and choose between Workation or Business travel.
👉 For detailed guides:
3. How to manage your employees
Accessing the employee overview:
From the left menu, select Employee management (under Admin management). This will open a page displaying:Employee name
Residence country and department
Job role
Email
Cross-border employee info
Login status
User role
Managing employee profiles:
Click the three dots at the end of a row to (depending on the employee’s status):Manage their profile (Manage profile)
Switch their role (e.g. Switch to HR admin, Switch to Global HR admin, Switch to managed status, Assign SOS admin role)
Enable the assistant function (Enable assistant function)
Invite, re-invite or deactivate the account (Invite employee, Re-invite employee, Deactivate)
You can also filter employees with incomplete profiles by clicking the filter button and selecting the "Profile completion status" filter.
👉 For more details:
Inviting employees:
Use Invite employees in the top-right corner to invite a new employee, bulk invite employees or bulk update employees.
👉 Learn more: Inviting employees to the platform
4. Employees' workation overview
View workation requests:
Select Employee requests from the left menu, then open the Workations tab. You’ll see all submitted requests, their risk assessment, and status.
👉 Learn more: Understanding risk assessments.
Filters and reports:
Apply filters or download an Excel report for further analysis.
👉 Learn more: Report and Filter.
Approve or manage requests:
Click a request to open its details. In the Actions required tab, under Your actions, you can Approve or Reject the trip as an HR admin (this might differ based on your internal approval process). Waiting on others shows the steps of other people, for example the manager approval. You can also add a comment for the employee in the Comments tab.
Take actions:
Use the Actions button in the request details to re-schedule or edit working days, edit, duplicate or cancel a workation.
👉 Details: Managing workations.
5. Employees' business trip overview
View business trip requests:
Select Employee requests from the left menu, then open the Business travel tab. You can view all submitted requests and their compliance status.
👉 More info: Understanding compliance statuses.
Manage requests:
Click a trip to view details such as compliance status and uploaded documents.Take actions:
Use the … (more options) button in the top-right corner of the request details to edit, duplicate or cancel a business trip.
👉 Details: Managing business trips.