The workation request details pop-up gives you a structured summary of a workation request. This article explains each part of the pop-up and how to use it to review the trip, approve or reject it, check the compliance summary, track progress and access documents.
Opening the request details pop-up
Go to Employee requests > Workations and click on a workation request. The pop-up shows:
the trip details (top left)
three tabs: Actions required, Compliance summary and Comments
progress, actions and documents (right side)
Trip details
The top section shows the key trip information:
the traveler's name and the Workation trip ID (always include this ID when you contact the WorkFlex support team)
who created the request
the risk level (e.g. High risk)
Payroll country and Destination country
the From and To dates
Calendar days and Working days
At the bottom of the section, you see the traveler's workation balance for the year (e.g. "Workation balance 2027: 0/40 days left"). Hover over the info icon to see a detailed breakdown. If the trip exceeds the remaining balance, a red Exceeded workation balance banner is shown at the top of the pop-up.
Actions required
The Actions required tab opens by default. It lists:
Your actions: the steps waiting for you, for example HR approval. Click Approve to approve the request or Reject to reject it.
Waiting on others: steps other people need to complete, for example the Manager approval, with who approved it and when.
Depending on the trip, other actions can appear here too, for example uploading a travel document.
Compliance summary
The Compliance summary tab shows the risk levels of the workation:
an explanation of the overall result, with a Read more link
the risk dimensions grouped by High risk, Medium risk and Low risk (e.g. Social security, Visa & work entitlement, Health & safety). Click the arrow to expand a group and see the details.
To download the full assessment, click Detailed assessment.
Comments
In the Comments tab you can add comments on the request. This section is meant for communication within your company: WorkFlex does not review or process any information entered here.
If you need to contact WorkFlex, use the chat in the platform or send an email to [email protected].
Progress, actions and documents
On the right side of the pop-up you find:
Progress of Workation: the steps of the request (Trip submitted, Manager approval, HR approval, Compliance documents) and their status. If a trip needs an extra approval step, the step shows which trigger caused it.
Actions: click the button to Re-schedule or edit working days, Edit request, Duplicate or Cancel request. See Managing workation requests (HR admin guide) for details.
WorkFlex documents: the documents for this trip (e.g. Submission document). Download or preview each document, or click Download all.
SOS briefing: shows whether the SOS briefing is still pending; you receive an email once it is ready.
