Workia Release Notes (20260529.5)
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New Feature: Split Pay Preferences for Compensation Calculations

You can now set Split Pay Preferences in a case record, using either percentage-based splits or fixed net amounts. This provides flexibility to distribute compensation across multiple payrolls in line with company policies and employee preferences.

• Save split pay preferences at the case level and/or apply them to individual compensation calculations
• Preferences saved in the case record are automatically applied to new calculations, based on the effective date of the split
• Split pay details are now included in:

৹ Batch calculations

৹ Shared calculation views

৹ Downloaded calculation PDFs

৹ Calculation approval workflows

Reporting Enhancements
This release also includes reporting support for split pay:

• A new Split Pay data source lets you report on split pay preferences configured at case level
• The Compensation Calculation data source now includes split pay, so you can report on split amounts used in calculations

​ Product Improvements

• Added a new Service Email Template type for quickly composing emails to suppliers from the Communications area of a service initiation
• Milestones can now be deployed to current mobility cases without affecting existing checklist tasks:

৹ New milestones sync automatically to existing checklists if they only contain tasks already on the checklist

৹ If the milestone includes new tasks, the checklist must be refreshed on the case before the milestone and tasks appear

• Enhanced the subtask information on the Tasks page for Admin/Mobility users and the Actions page for Stakeholders to include the parent task details
• Added support for the following fields to the Vialto Integration; Origin State, Destination State, Origin Job Title, Destination Job Title, Destination Job Grade, Owner, Annual Base Salary, Salary Currency, Case Type, and Citizenship .

Fixes

• Improved error messaging for failed uploads of Strict XML (.xlsx) files.

Workia Release Notes — 20260522.2
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Product Improvements

• Added support for font colors and text highlighting in merge templates, along with the ability to clear formatting in the Merge Document style bar.

Fixes

• Fixed an issue where large reports would error and not return data properly, with this we improved performance and stability for large reports to provide a faster, more reliable experience.
• Fixed an error related to Outlook integration, resolving issues when sending an email from Workia using your own outlook email address.
• Fixed a problem in Merge Docs where the web and print views were not displaying consistently, ensuring both views now render correctly.

Workia Release Notes — 20260515.5
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Product Improvements

• Added Audit History for Users, allowing you to view past changes and actions relating to user accounts (such as role changes).
• Email attachments of up to 50mb are now supported (the previous limit was 30mb).

Fixes

• Fixed an issue where numbers didn't update in the Case Status Issues widget in the Program Management dashboard after case updates.
• Fixed the Preview option in the Manage Team screen, so Admin/Mobility users can preview another user's view of Workia.
• Fixed an issue where replies to emails sent from restricted cases weren't showing on the case.
• Resolved an issue where automations could fail due to timeouts.
• Fixed errors in charts when reporting on cost estimate data segmented by job grade.
• Fixed an issue where notifications were not sent when a case contact was added and certain employee information was missing from the case.
• Fixed an issue where credits were not displayed correctly on the subscription page if there were more than 10 invoices.
• Fixed an error that was caused by exporting reports with blank data.
• Fixed an error that occurred when creating compensation calculations from a case.
• Fixed an error where managing the values that appear in a lookup/dropdown was auto-saving a new record in that area.
• Fixed the sign doc button, which was not working in Stakeholder sites or the Tasks page for Admin and Mobility users.

Workia Release Notes — 20260508.4

Product Improvements

• Added "Number of Days" as an available field in Advanced Reporting, so you can see the length of Trips in your reports.

Fixes

• Fixed an issue where ticket comments were not appearing in global search results.
• Fixed an issue where DocuSign sender status had been confusing, by adding support for "Delivered" status. This is when a signer has viewed the document sent for signature but not yet signed.
• Changed the default name given to cost estimates associated to plans to be the same name as the plan rather than the case type description.
• Fixed issues with charts where no data would return when using the aggregation sum option and bar charts sometimes weren't available.
• Fixed an issue where the Workia case email was being added as a user and shown as such on the administration screen when it had been used to send documents. These "users" have now been removed.

Workia Release Notes — 20260501.2
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Product Improvements

• Updated the logic for Employee ID handling for EY Integration:
  ৹ Home Employee ID is now optional, and if not provided, the system will use the Employee’s Integer ID.
  ৹ For Host Employee ID, if not provided, the Workia Identifier of the case will be used.
• Added a "Created Via" column on the Administration Settings page which specifies how a user was created with options such as "Manually by Invite" , "Document Viewer", "Supplier Contact", and others.

Fixes

• Fixed an issue where the approve button was not available for one-time users when there were multiple approvers, ensuring they can now approve or deny requests.
• Fixed an issue where report charts could trigger an internal server error when segmenting data.
• Fixed an error in reports where they would fail when the root was set as taxes.
• Fixed an issue where BTR documents sent through the integration were failing to process.
• Fixed a bug where, after selecting an owner on a ticket using the typeahead, the modal to create a new person was incorrectly opened.

Workia Release Notes — 20260424.5
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Product Improvements

• Added the ability to view PDF files directly within Company Documents, allowing you to preview and access document content without downloading.
• Improved Mobility Cases to allow you to load new cases without start dates.
• Added a new Supplier Initiation Automation to automatically send an email notification to vendors when an integration initiation is created.
• Added BTR International as a new Ecosystem Supplier, expanding your available vendor options.
• Updated AIRINC data for April 2026, including G&S, Rent, Utilities, Hardship, and Per Diem values.

Fixes

• Fixed an issue where the cost estimate screen would not load when creating a new cost estimate on cases with no start date.
• Fixed an issue where the case list search did not work for Stakeholder and Stakeholder Initiator roles, ensuring all users can search cases as expected.
• Fixed an issue where the AI policy query tool was not properly picking up new documents added to it.

Workia Release Notes — 20260418.1

New Feature: Stakeholder Landing Page and Unified Actions/Tasks Pages

• Your stakeholders now have access to a new Stakeholder Landing Page, providing a clearer, action-focused experience for Stakeholder, Stakeholder Initiator, Supplier, Tax, and Immigration roles.
• The Actions page now mirrors the functionality and look of the Actions section on the landing page, making it easier to see what needs attention. Stakeholders can view and complete checklist tasks, approval requests, and e-signature documents, as well as upload documents to a case.
• The Tasks page (under Tickets & Tasks) for Admin, Mobility, and Collaborator roles has also been aligned with the stakeholder Actions page, with improved UI and support for approval requests and e-signature documents. Together, these updates deliver a consistent and efficient workflow across user types.

Product Improvements

• Added support for Gross-up as a tax calculation method in short-term assignment cost estimate templates.
• Improved the Merge Document Pagination Feature by showing only the currently selected page when working on a template.

Fixes

• Improved the Import Wizard for importing trips, allowing data to be cleaned within the import file before processing and resolving a few UI/UX issues.
• Fixed an issue where checklist item start and end dates were not appearing in reports. Task start dates now reflect when the Progress field was updated to In Progress.
• Fixed a bug that sometimes prevented reporting on cost estimate data.
• Corrected Org Levels fields on initiations so that type-ahead works for all roles.
• Fixed the owner filter on the Tasks page for Admins and Mobility users, enabling visibility of of tasks assigned to other case owners.
• Fixed minor bugs on the Tasks and Actions pages, including correct display of case type on checklist tasks and e-signature documents, approval requests, and employee names on e-signature documents.

Workia Release Notes — 20260410.4
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Product Improvements

• Create page breaks in Merge Documents! Now you can add and clearly see page breaks in your document templates:

• Added a manual Retry button for DocuSign documents. If a document has become stuck and cannot move to the next signer, this button enables you to request the latest signature details and move the process forward.
• Improved support for non-standard or customized AIRINC data, providing more options and flexibility for Bring Your Own Data (BYOD).
• Improved performance of the Actions section on the new Stakeholder Landing Page and the Actions & Tickets section on the case details page for stakeholders, so these areas should load more speedily. (The new stakeholder page is in limited release at present and will be rolled out to all sites in the next few weeks, message us for early access).
• Changed settings for tasks set to start automatically to default to "Do Not Reassign Owner," instead of reassigning to the Case Owner, which generated unnecessary notifications.

Fixes

• Fixed an issue with SSO authentication, so that users no longer need to follow a one-time login link and enter a security code.
• Fixed a bug where attaching a previously signed e-signature PDF prevented a further signature being added.
• Fixed an issue where e-signature email attachments appeared with incorrect filenames and missing file extensions, improving usability when downloading and opening documents.

Tax Engine Update

• Updated the tax engine to version 26.3 of the Equus Tax Engine.

Product Improvements

• Improved Compensation Calculation Reporting by making filter options a closed list. You now select from predefined options for Calculation type, Line Item Section, Line Item SubSection, and Line Item Second Sub Section, reducing errors from manual entry.

• It's now easier to associate a milestone to a task when editing tasks in checklist templates.
• Updated AIRINC data to support new routes: Germany → Boston-Outer MA, USA and Hangzhou, China → Cambridge, UK.
• Updated org level data fields to be type ahead to try prevent duplicate values from being added to org level data.
• Admins, Mobility Users, and Task owners can now see automatic due dates and reminders, with clear messages indicating when dates are auto-generated or manually overridden.

Fixes

• Fixed an issue where stakeholders were unable to see documents on tickets they had access to.
• Fixed an error that prevented files exporting from the people screen in some scenarios.
• Revived the ability to navigate to checklist settings from the top of a case checklist.
• Fixed an issue where the "Manage Types" option went missing from certain dropdown fields.

Workia Release Notes (20260327.4)
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​Product Improvements

• We updated checklist templates in Case Settings to make it easier to associate Tasks to Milestones.
• Batch Compensation Calculations now include filter options, making it easier to select cases to add to your batch.
• We added support for custom lookup values (e.g. Job Level) for AIRINC Bring Your Own Data clients.

Fixes

• Stakeholder initiators previously saw Edit buttons in the Immigration and Tax sections in a case, but they did nothing as they lack permissions to make changes. The misleading buttons have been removed.
• We improved how errors relating to Docusign are reported and handled.