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User Guide
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DIGITAL
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Contents
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Getting started
 Complete your profile
 Everything you need: navigate the
menu
 Teams: the team space allows for
cross-functional working
 Find and follow colleagues: the
People Directory
 Notifications: stay connected to
what’s important
 Mandatory reads: business critical
bulletins that must be read
Get involved
 Contributing: ‘like’, share and take part in
the conversation
 Advanced searching: everything at your
fingertips
 Shortcuts: icons that take you to key pages
Support and guidance
 Where to go if you need help
The do’s and don’ts
 Ensuring we’re all aligned on what we
should and shouldn’t do on The Lounge

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DIGITAL
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Getting started
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Get started - complete your profile
Tailoring The Lounge to you…
In the top toolbar, you’ll notice your name – that’s because we’ve tailored
The Lounge to you! To really make it your own, add your picture and why not
write a bio to tell other colleagues a little bit about yourself.
To do this, click on your name to view your live profile. Then click on ‘edit
profile’ and you’ll be directed to your profile homepage where can enter your
personal details.

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Everything you need
All in one place…introducing the top menu
To make it as easy as possible to find what you’re looking for, we’ve created
quick links at the top of the global homepage that lead to all the different
areas within The Lounge. The top menu includes:
People
Search and find colleagues from across Travelex – you can search here by
first name, last time, business area or even skill-set!
Business Area
Each of our Executive teams have their own business areas which contain
relevant information to support you in your role. Take some time to explore
each of them.

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Teams
The team space brings project teams together and allows for cross-functional
working. You can contribute to documents and discussions, share information and
access content to support you in your role.
Teams can be open (anyone can join), closed (searchable but invitation only) or
hidden (invitation only). To create a team, go to ‘I want to’ in the top menu, then
click on ‘complete a form’. Now just click on ‘top forms’ and you will see the
‘create a team’ option.
About Travelex
Need to find information about the company? Click here for our history, Travelex
in the media, and our Brand and Strategy.
‘I want to…’
This section includes quick links to all Finance and IT forms, our key contacts for
HR and IT, as well as all of our global policies.
Ask The Lounge
Got a question? See our FAQs in ‘Ask The Lounge’ in the top menu. If you’re
question isn’t answered there, then you can ask a question on the forum. This
also contains our ‘house rules’ of do’s and don’ts on The Lounge.

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Find and follow colleagues
On the People Directory
You can search for people from across Travelex and like Facebook, you can
even ‘follow’ them so that anything they post on The Lounge shows up on
your personal timeline. Your timeline is located on the left-hand side of the
Global Homepage (the first page you see when you enter The Lounge).
The People Directory allows you to search for colleagues with ease – try it
for yourself.

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Notifications
Stay connected to what’s important
On the top toolbar (pictured above), there is a bell symbol - this is
your personal notification section of The Lounge. Simply click to
navigate to the notifications page where you’ll receive alerts about
news and activities relevant to you. This includes:
 When you gain a follower
 When you’re mentioned by a colleague in an @ tag
 Any updates on forms you’ve submitted
 Someone you follow adds a blog post
 When you’ve been allocated a mandatory read
We want you to stay connected like never before, that’s why we’ve
included a ‘notifications’ feature, so you’ll always know when there is
important information you need to navigate to.

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Mandatory Reads
Business critical bulletins that must be read
The Lounge has the ability to flag specific content that is business
critical and requires your immediate focus. The (!) icon – an exclamation
point in the top toolbar, alerts you to mandatory reads.
The mandatory read will also appear on your Timeline which is located
on the global homepage (the first page you see when you enter The
Lounge). It will appear in red as below. You will also receive an email
notification to remind you.

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DIGITAL
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Get involved
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Contributing
Blogs
Sharing
Influence score
Contributing
The Lounge is yours – so [like], share and take part in the conversation
The Lounge is a game-changer for Travelex! It allows us to communicate and
collaborate across our business like never before.
We have over 70 representatives from across Travelex who will work with you to
maintain the business area information on The Lounge and each of us have the
power to contribute through the content managers or directly by liking, sharing,
commenting and participating in discussions. You can find a list of content managers
in the drop-down menu of the ‘Ask The Lounge’ area.
Think a colleague might be interested in something you’ve found? Simply type @ and
then their name in your comment and they will be notified in their personal
notifications toolbar.
You can also [like] and [share] anything you find too.

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Contributing
Blogs
Sharing
Influence score
Contributing
The Lounge is yours – so [like], share and take part in the conversation
Blogs
Are you interested in what your colleagues want to say? Or do you have
reflections on a business topic that you’d like to share? Blogging is a great
way of learning more about Travelex and for starting a discussion – give
your colleagues an insight into your day to day life at Travelex. Start a blog
by hovering over your name on the top menu bar and selecting ‘Add blog’.
post’. Once you’ve posted your blog, you must click ‘Activate blog’ for it to
be viewable by others.
Influence Score
The more you contribute to The Lounge, the higher your influence score.
Let’s see who can be the most influential person in Travelex!

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Advanced searching
Everything at your fingertips
We’ve designed The Lounge to provide a seamless user journey and ensure
that your time can be focused on getting the most out of the tool.
With an intelligent, easy to use, search function we’ve eliminated the
frustrations of not knowing where to find the information you want. As soon as
you start typing search will suggest pages, content, blogs, documents and
people related to your search. You can also organise the results by relevance,
date or alphabetically and filter by relevance.

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Shortcuts
We’ve created shortcut icons that are located on a number of key pages,
including the global homepage.
Simply click on the icon to be taken to that page and remember wherever
you are on the tool, all you need to do is click on The Lounge logo to get
back to the homepage.

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DIGITAL
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Support and guidance

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We’re always here to help – but before you reach out,
please make sure you read the FAQs as they answer
some of the most frequently asked questions.
The Ask the Lounge section (located in the top
menu) is your one-stop-shop to everything you need
to know).
Still having trouble?
Please contact the team at thelounge@travelex.com

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DIGITAL
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The do’s and don’ts

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We have created a short mandatory read document to ensure we’re all
aligned on some of the simple do’s and don’ts when interacting with The
Lounge.
You can find the house rules in the drop-down menu of the ‘Ask The
Lounge’ area.
House rules: the do’s and don’ts of The Lounge