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Short-term visa assistant

How to use the visa assistant in WorkFlex

Written by David William

The short-term visa assistant is designed to simplify the visa application process and help you quickly determine if a visa is required for an upcoming trip. Here's how to use it:

The Visa / Immigration button is located at the top of the Employee requests page in your WorkFlex platform.

Click it and select Short-term visa assistant:

  • When you click this button, a helpful popup will appear with two main options:

1. Check visa requirements

This flow allows you to quickly find out if a visa is needed for an upcoming trip. To use this feature:

  • Fill in the required details: the traveler’s first (and, if applicable, second) nationality, the destination country, the residence country, the trip purpose and the travel dates.

  • Get results: Once you submit the details, we will send the visa requirement results directly to your email.

  • Next steps: If a visa is required, the email will include a button saying “Let WorkFlex do your Visa”. Clicking this button will automatically begin the visa request process.

2. Request a visa

If you’re ready to start the visa request directly from the visa assistant pop-up, follow these steps:

  • Select the trip: Choose whether the trip already exists in WorkFlex.

  • If yes: You can select the trip from a searchable list of trips in the system.

  • If no: Select the traveler and fill in the nationality, destination country, residence country, travel dates and trip purpose.

  • Submit the request: Once all information is entered, click the “Submit” button to begin the visa processing.

Note: A passport upload is required in every visa questionnaire. Passports uploaded during a visa questionnaire are saved to the traveller's Document center automatically, so they can be reused for future visa cases without uploading them again.

Visibility

  • The visa assistant is always visible to HR admins.

  • It is also visible to assistants if their company has purchased the Business Travel Visa feature.

Employee Visa Assistant

  • Enable a per-tenant toggle that gives employees direct access to the Visa Assistant on their dashboard.

  • Employees can self-serve visa checks and submit requests without going through HR.

  • Each employee sees only their own trips.

👉 If you wish to enable this for your employees, please reach out to your Customer Success Manager.

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