The Workation request details pop-up provides a clear and structured summary of all relevant information related to a workation request.
This article explains each section of the pop-up and how you can use it effectively to review details, assess risks, track progress, and access documents.
Opening the request details pop-up
When you click on a workation request in My requests, the request details pop-up opens. It is divided into three main sections:
Trip details (top)
The tabs Actions required, Compliance summary and Comments
Progress, actions and documents (right side)
Each section serves a specific purpose and helps you manage the request efficiently.
Section 1: Trip details
The top section of the pop-up provides a quick overview of the key trip information:
Traveler’s payroll country
Destination country
Trip start and end dates
Total duration of the stay
Number of working days during the trip
Below the trip name you will find the Workation trip ID. This ID is always required when contacting the Customer Support team. The risk level is shown in the top-right corner.
Below the trip details, your Workation balance for the current year is displayed.
Hover over the info icon (i) next to the balance to see a detailed breakdown of the balance
This helps you understand how many days have already been used and how many are still available.
Section 2: Actions required, Compliance summary and Comments
Below the trip details, the pop-up has three tabs: Actions required (your actions and the steps waiting on others, such as manager or HR approval), Compliance summary and Comments. The Compliance summary tab shows the overall risk level of the workation request.
You can see:
The overall risk classification
Which risk dimensions are marked as:
Low risk
Medium risk
High risk
Viewing detailed information
Click on the arrow next to the risk level to expand or collapse the section
Expanding the section shows additional details per risk dimension
Downloading the risk assessment
To download the full risk assessment document:
Click on Detailed assessment
Comments
Use the Comments tab to leave notes for your internal team.
Important notes about comments:
Comments are intended for internal use only (HR, assistants, employees)
WorkFlex employees do not review or act on information added in the comments field
If you need to contact WorkFlex:
Use the chat function in the platform, or
Send an email to [email protected]
Section 3: Progress and documents
On the right side of the pop-up, you will find the third section, which focuses on the status and next steps of your request: Progress of Workation, the Actions button and WorkFlex documents.
Progress
This area shows:
The current progress status of the workation request
Which steps have already been completed and which are still pending
Actions
By clicking the Actions button below the progress, you can:
Re-schedule the trip or edit the working days
Edit the request
Duplicate the request (this replaces re-submitting)
Cancel the request
Actions that are not available for the current status of your trip are greyed out. See more on the actions you can take in Managing workation requests (Employee guide).
WorkFlex documents
Under WorkFlex documents, you can see:
Which documents are finalized and ready to view or download
Which documents are still pending
SOS health and security briefing
At the bottom of the right side, the SOS health and security briefing shows the 24/7 emergency number. Click Click to view to open your health and security briefing as a PDF in a new tab.
