At WorkFlex, we understand that assignment details can change quickly, particularly in the early stages of planning. Our goal is to offer flexibility to adapt to these changes while ensuring compliance throughout the process.
Follow these steps to order an additional balance sheet for a specific assignment:
1. Select the assignment: In Employee requests > Assignments, click on the assignment that needs the additional balance sheet.
2. Open the documents form: Click Actions and select Manage cost & compliance documents.
3. Select the balance sheet: Under Add a new document, tick Balance sheet. If a balance sheet was already requested for this assignment, it is listed under Your documents, where you can select it to have it regenerated. Your selection is shown on the right under Document selection. Then click Next.
4. Complete the form: Check and complete the Assignment details and Assignee details steps and click Next. Data previously entered is pre-filled for your convenience.
5. Review & submit: On the Summary page, review all information and submit your request.
What happens next?
The WorkFlex compliance team reviews your changes.
The updated documents appear in the Documents tab of the assignment when they are ready.
You receive an email once everything is finalized.