WorkFlex

How can I add HR Admin users to the platform and how can I change the notifications?

HR Admin users

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

Deactivate an account

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 configure the custom fields in the platform?

Custom profile fields

Assistant function (for HR Admins only)

How can I:
Add an HR admin to our system?
Give an employee HR admin rights?
Manage HR admin profiles?
Manage notifications per solution for HR admins?

HR admin controls: managing profiles and notifications

HRIS Integration

What data do I see in the Analytics Tab? How can I interpret this data?

Analytics tab in admin view

How can I adjust the trip submission deadline?

Trip submission deadline alert

Setting up your company policy for workations

What is a domestic workation? How can I enable domestic workations?

Domestic workations

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

How can I check company's remaining credit? How to check usage details?

Credit usage overview

Workday HRIS integration (Custom reports)

Workday HRIS integration (Standard)

How to use the assistant function in WorkFlex

Assistant function (Guideline for Assistants)

Okta HRIS integration

How to integrate SAP Concur with WorkFlex?

Business Travel Integration with SAP Concur

Can I implement a Business trip approval flow?

Business Trip Approval Flow

WorkFlex' template for your business travel instructions

Business travel instruction template

WorkFlex's workation policy template for your use

Workation policy template

How to customize emails that are sent to the employees?

Email Customization: A Step-by-Step Guide

Business Travel integration with Perk

Connect SSO / Identity Provider
Setup Guide ENTRA ID / AZURE AD

Find out what additional integrations options you have with your Personio HRIS

Creating a Shortcut to WorkFlex in Personio and Additional Integration Options

Learn how to create Outlook rules to filter WorkFlex trip notifications by status, so you can focus on trips that require your attention.

How to set up Outlook rules to filter WorkFlex trip notifications

How to integrate WorkFlex with the booking tool?

OBE Integration Guide

How to integrate Entra ID HRIS with WorkFlex?

Entra ID HRIS integration

Connect SSO / Identity Provider Setup Guide - Google Workspace

Connect SSO / Identity Provider Setup Guide - Okta

Personio HRIS integration

SAP SuccessFactors: How do I link my account?

SAP SuccessFactors HRIS integration

HiBob HRIS integration

BambooHR HRIS integration

How external sources send business trips?

Integration capabilities for business travel in WorkFlex

Factorial HR HRIS : How do I link my account?

Factorial HR HRIS integration

ADP Workforce HRIS integration

How to Disable Automatic Browser Translation

Deel HRIS integration

How to create your own Workflow on WorkFlex

Workflow Builder for Workations

Workflow Builder for Business trips

How to integrate your HRworks integration?

HRworks HRIS: How do I link my account?

CC Integration

What is a domestic business travel? How can I enable it?

Domestic Business Travel

Manage, complete, and update your company's entity details — all self-serve.

Managing Company Entities in WorkFlex

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

How to Log In to Your WorkFlex Account-
Overview

Connecting with Vetted Vendors via the WorkFlex Vendor Portal

Long-term visa assistant

This application is available for all employees using the Workflex platform and Workflex SOS"

Getting Started with the WorkFlex SOS Mobile App

SD Worx: How do I link my account?

How to Create and Assign Custom Workation Policies per Entity

How to connect WorkFlex MCP to your AI assistant

Authorize WorkFlex in Altinn for Posted Worker Notifications

David William

Hazem Emad

Platform setup

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

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.