The Business trip request details pop-up provides a clear and structured summary of all relevant information related to a business trip 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 business trip 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 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
Below the trip name you will find the Business trip ID. This ID is always required when contacting the Customer Support team. The overall compliance result (for example Attention) is shown in the top-right corner.
Section 2: Actions required, Compliance summary and Comments
Below the trip details, the pop-up has three tabs: Actions required (your tasks and the steps waiting on others), Compliance summary and Comments. The Compliance summary tab shows the risks involved in the business trip.
You can see:
The overall risk classification
Which risk dimensions are marked as attention or completed.
Viewing detailed information
Click on the arrow next to the sub assessment to expand or collapse the section
Expanding the section shows additional details per risk dimension
Downloading the compliance summary
To download the full compliance summary 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 business trip and WorkFlex documents.
Progress
This area shows:
The current progress status of the business trip request
Which steps have already been completed and which are still pending
Actions
By clicking the More actions button (...) at the top of the pop-up, you can:
Edit the request
Duplicate the request (this replaces re-submitting)
Cancel the request
See more on the actions you can take in Managing business trips (Employees 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.
