WorkFlex

David William

Plan, submit and manage international assignments

Assignments

Automate compliance to-do's, balance sheets, cost projections, A1s and more - all through our new assignment solution.

Everything to know about the WorkFlex Assignment module

Determine if your employee is going on a business trip or assignment, understand the key differences and implications for your travel compliance policy.

Business Trip vs. Assignment: Understanding the key differences

Understand how assignment phases work in the WorkFlex Assignment Module— what happens at each stage, what triggers phase changes, and what actions you can take to manage assignments from submission…

Assignment Phases explained

What the Assignment module does and how it differs from business trips

Understanding assignments

Describe your assignment in your own words and get your documents and a compliance summary in minutes

Set up an assignment with AI (Explore with AI)

This article explains the Assignment Exploration Chat, a tool for clarifying details, asking questions, and making changes efficiently.

How and Why to Use the Assignment Exploration Chat

The following guide walks you through each step of submitting a new assignment request on the platform.

How to submit a new assignment request in WorkFlex

Confirm an assignment

How to edit assignment requests that have already been submitted, and what happens to documents that are already prepared.

Edits to Submitted Assignment Requests

The intake form has been significantly enhanced to provide more precise, structured, and scenario-based data collection.

Revised Intake Form Questions: What’s New and How to Use Them

How to order an additional balance sheet for an assignment via Actions > Manage cost & compliance documents.

Ordering an additional balance sheet

How to edit already submitted Assignment requests?

Managing already submitted assignments

Explore, submit, confirm and edit assignment requests

Setting up & submitting assignments

Do you need additional services when going on assignment? Do you struggle with finding trustworthy vendors abroad? We've got you covered!

Managing additional services for your assignment with WorkFlex

What repatriation involves, how WorkFlex supports it, the repatriation status stages, and how to end an assignment or change its end date.

Repatriation – Returning home after an assignment

Assignee Access gives assignees a self-service view in the WorkFlex platform for their international assignment.
Once an assignment is confirmed by HR, the assignee gets access to their own assignment…

Assignee Access

The assignment To-do list gives HR teams and employees a phase-based overview of all tasks required during an international assignment – responsibilities, due dates and progress in one place.

Assignment To-do list

This article explains how the travel calendar tool works, who can see what and what features are available.

Travel Calendar - How to Guide

An overview of all emails WorkFlex automatically sends to your employees throughout their assignment journey — from confirmation to repatriation.

Emails Your Employees Will Receive During an Assignment

Task tracker, assignee access, additional services and repatriation

During & after an assignment

Learn how the Assignment Admin role enables HR Admins to access assignment-specific information for employees across virtual tenants.

Assignment Admin Role – Setup & Usage Guide

How to design your own approval flow for assignments

Workflow Builder for Assignments

Admin roles and workflow setup for assignments

Assignment admin & workflows

Home

Login

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.