WorkFlex

Learn how to use WorkFlex through video guides

Video guides for employees

How do I activate my account and complete my profile?

First steps to set up your account

Learn how to update your account settings in My settings and where to find the links to the Imprint and Privacy policy.

How to change your profile settings

Learn how to manage the WorkFlex platform through video guides

Video guides for HR admins

This guide will help you navigate key features in your HR admin profile, manage trip requests, and oversee your employees' dashboard.

Platform guide for HR admins

Learn how to prepare for a seamless global mobility launch, ensure compliance, and support employees with effective tools and processes.

Getting your team ready for mobility and compliance solutions

Learn how to manage your employees on the WorkFlex platform through video guides

Video guides for assistants

How to use the assistant function in WorkFlex

Assistant function (Guideline for Assistants)

This article explains the standard login process for the WorkFlex platform.

How to Log In to Your WorkFlex Account-
Overview

Why the platform does not accept my password? What are the password creation criteria?

Password Creation Criteria

How to Disable Automatic Browser Translation

Access WorkFlex on mobile! Submit requests, view details, check balances, and more—Only for employees.

Mobile web

How to add a comment on a request

This guide explains how to use the Actions required tab in the request details pop-up for workations and business trips in WorkFlex. The Actions required tab shows which compliance-related tasks…

How to use Actions required in the request details pop-up

David William

Everything employees, HR admins and assistants need to get going with WorkFlex

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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