The business trip request details pop-up gives you a structured summary of a business trip request. This article explains each part of the pop-up and how to use it to review the trip, complete the required actions, check the compliance status, track progress and access documents.
Opening the request details pop-up
Go to Employee requests > Business travel and click on a business trip. The pop-up shows:
the trip details (top left)
three tabs: Actions required, Compliance summary and Comments
progress, documents and the SOS briefing (right side)
Trip details
The top section shows the key trip information:
the traveler's name and the Business trip ID (always include this ID when you contact the WorkFlex support team)
who created the request
the compliance status (e.g. Attention)
Payroll country and Destination country
the From and To dates and the number of Calendar days
Actions required
The Actions required tab opens by default. It lists:
Your actions: the steps needed for this trip, for example Apply for an A1 social security certificate or Get a medical certificate for France, each with an explanation and, where available, a download such as Download the medical certificate template. A label shows who needs to act, e.g. Your action or You or another authorized person can do this.
Waiting on others: steps other people need to complete.
If the compliance summary contains information for your awareness only, a banner at the top links to it (Review the compliance summary).
Compliance summary
The Compliance summary tab shows the compliance status of the trip:
an explanation of the result, with a Read more link
the compliance dimensions grouped by status, e.g. Attention (such as Social security) and Completed. Click the arrow to expand a group and see the details.
To download the full compliance summary, 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].
Editing, duplicating or cancelling the trip
Click the … (more options) icon in the top-right corner of the pop-up to Edit request, Duplicate or Cancel request. Next to it, the link icon copies a link to the request. See Managing business trips (HR admin and assistants guide) for details.
Progress, documents and SOS briefing
On the right side of the pop-up you find:
Progress of business trip: the steps of the request (e.g. Trip submitted, Compliance documents) and their status.
WorkFlex documents: the documents for this trip, for example Submission document, Confirmation letter, WorkFlex social security statement, Health and safety training document, Travel insurance certificate, PWN consequences document or Medical certificate template. Download or preview each document, or click Download all.
SOS health and security briefing: the 24/7 number for emergencies, medical, safety, insurance or reporting needs. Click Click to view to open the briefing.
