WorkFlex

What options do I have to invite employees to the platform? How can I invite a new employee that joined the company?

Inviting employees to the platform

How can I delete a profile, if an employee has left the company?

Deactivate an account

Assistant function (for HR Admins only)

What does the employee status "managed" mean?

Employee status "managed"

How can I set up different rights and views for different HR admins? Can I allow Workation for only one entity?

Managing HR Admin rights for multiple entities - Virtual tenants

Complete and update your entity details, assign HR admins to entities, and see each entity's policy and insurance hotline — all self-serve.

Managing Company Entities in WorkFlex

How HR admins and assistants can edit/complete employees' profiles

How to manage employees' profile information as an HR admin or an assistant?

How to Update Employee Information Using Bulk Update?

Update employee information using bulk update (for HR Admins)

How can I: add an HR admin, change an admin's role, deactivate an admin, manage notifications per solution, and see which entities an admin can access?

HR admin controls: managing profiles and notifications

How can I configure the custom fields in the platform?

Custom profile fields

David William

Invite and manage users, admin rights and company entities

Users, roles & entities

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Create your workspace and invite the people you work with.

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

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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.

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