Workia Updates

Workia Release Notes — 20260810.1

Tax Engine Update

• Updated the system to Equus Tax Engine version 26.4.

Product Improvements

• Added a new column to the Actions and Tasks pages that displays the date an approval or e-signature document was last sent. This does not appear in the stakeholder landing page but helps mobility and admins track pending actions.
• Added the ability for Admin and Mobility users to reorder Case Approval Template Types within the Manage Approval Types modal and the Approval Template settings page. The order now remains consistent across both screens.
• Enhanced Split Pay reporting by introducing the option to display total amounts for host and home countries as separate rows, making data interpretation clearer.
• Improved usability of Compensation Calculations by making the default type Home Based. New compensation calculations created by batch are now automatically marked as primary, and added an "apply button" to filters to make it more clear to the user.

Workia Release Notes — 20260731.1
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New Feature: Workia AI Assistant

• You now have access to the Workia AI Assistant.
• The Workia AI Assistant can create, find and update data on mobility cases, tasks, tickets and approvals, create communications and deliver insights.
• For those who want greater control of AI use, new on/off switches have been added. Go to settings > admin > company info > AI Tools.

Product Improvements

• Added a Settings page for Case Approval Templates, allowing you to configure approval workflows and manage template parameters.
• Improved the Case Approval Templates feature by allowing you to reorder approval template types in the Manage Approval Types screen.
• Added the ability to download Calculation Results in a formatted .xlsx file looking similar to the downloaded .pdf view.
• Supported Immigration Expiry Date as an alternate unique identifier for Import updates, improving flexibility in data management.

Fixes

• Fixed an issue where cases in Cancelled status would incorrectly appear in the calendar view.

Workia Mobility App Updates

• Version 1.1.14 is available from 31 July 2026 for iOS and Android
• We've updated MFA setup experience.
• We've fixed a couple of minor UI bugs.

Workia Release Notes — 20260724.3
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Product Improvements

• Improved the Docusign settings screen, making it easier for non-technical users to configure and discuss setup requirements with their IT teams. Improvements include a new Docusign Environment selector, a required Redirect URI field, a Generate Consent Link button that creates environment-specific OAuth URLs, a Copy Link action, and instructional helper text to guide setup.
• Improved Supplier Initiations to automatically select the salary with the most recent effective date (on or before the case start date).
• Added support for sending documents via the EY Integration.
• Updated AIRINC data for Curacao.

Fixes

• Resolved a problem where Collaborators and Mobility users could not access approval templates.
• Improved the messaging when using the "Forgot Password?" feature with an email address that does not exist.
• Removed the cost and currency fields from the Approval view when a cost estimate has been added.

Employee App Updates

• Updated the Expenses section with new violation types and a new Expense Code field.
• Fixed a bug preventing users from setting up MFA from the App.
• Fixed an issue where verification codes were not always resent correctly.
• Updated image and video permissions to comply with latest requirements from Android and iOS.

Workia Release Notes — 20260717.4

New Features

• Case Approval Templates: Admin Users can now create and manage approval templates, set approvers, use merge tags in approval request titles, and update approval types directly within Mobility Cases.
• Calculation Report Header Templates: Admin and Mobility users can now customize header fields in calculation PDFs (Cost Estimates and Compensation Statements).
• Comparisons: You can now compare cost estimates and compensation calculation results in the side-by-side compare tool. Compare multiple calculations to quickly identify differences. The comparison aligns by category and line items, displays total costs for each calculation, highlights variances at both the total and category levels, and can be exported to excel. More to come on compares over the coming weeks!

Product Improvements

• Scenario Plans have been refreshed with a new look and feel that aligns the experience with our other case types.
• Enhanced Case-level Emails by supporting text colors and clear formatting in the email editor, ensuring consistent formatting for ad hoc emails.

Fixes

• Fixed a defect where CE calculations were failing for Curacao.

Workia Release Notes — 20260710.6
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New Feature: Static PDF Attachments for Email Templates

• You can now add static documents to Email Templates. Documents configured on a template are automatically attached when the template is selected, ensuring the right supporting materials are included every time. Attachments can still be removed from individual emails without affecting the template, and manual attachments still work as before.

Product Improvements

• Added the ability to enter, import and export Expense Codes, making it easier to manage and report on employee expenses data.
• Added two new Expense Violation types, so you can enforce category-specific spending limits and configure expenses to be submitted within a set number of days from the case start date.
• Added "Payment Type" and "Approved for Payment" fields to the Allowance section in Advanced Reporting, for improved reporting and filtering.
• Added an "Additional Instructions" field to the Deloitte Service Initiation Wizard, enabling service-specific instructions for Tax and Immigration to be passed via the API.

Fixes

• Fixed an issue that was causing checklists to load slowly on case records.

Workia Release Notes — 20260703.2
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Cost Estimate Data Updates

• Applied the June Mercer data update for Education, Cost of Living (COL), Spendable Income, Housing, STA, and Car Allowance.
• Updated AIRINC data to add the requested route from Nuremberg, Germany to Guangzhou, China and applied the July update for COLA, Rent, Utilities, and Hardship allowances.

Product Improvements

• Added support for Batch Service Initiation for Deloitte, so you can initiate multiple services in a single request through integration.

Fixes

• Fixed an issue where clients could not view scenario plans they had created.
• Fixed a bug affecting multi-language support in merged documents.
• Fixed a problem where Plans did not follow template settings correctly.
• Fixed an issue that caused Planner-only sites to open as a blank page.
• Applied further security improvements as a result of annual testing.

Workia Release Notes — 20260626.6
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Coming soon: Changes to Plans

Here’s a heads-up on some changes to Plans coming in the next few weeks. You’ll still receive the usual release notification when they go live, this is just advance notice in case you need to inform stakeholders.

You'll have all the functionality you've enjoyed until now, along with an improved user interface and some new features, including:

• The ability to add a Plan Title and Status to a plan
• Assign or change a Plan owner

New Feature: Email Templates for Supplier Initiation Automations

• The Supplier Initiation Automation sends emails to inform stakeholders when supplier services are initiated. Now you can define their content using Service Email Templates.
• When setting up the automation, simply choose the template you want to use. When the automation runs, Workia checks that all the information the template needs is there. If anything is missing, the user who initiated the service is notified.

Product Improvements

• Added support for uploading data in the Mercer ICS format for Mercer Bring Your Own Data clients.
• Applied security improvements as a result of annual testing.

Fixes

• Fixed an error that occurred when creating charts related to cost estimates by refining the options available for the X and Y axes in charts using calculation fields
• Fixed an issue where adding the same contact twice wrongly gave them stakeholder access
• Fixed an issue where users couldn't see the user role options when adding a contact.

Workia Release Notes — 20260619.6
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Product Improvements

• Added Preston, Australia as an additional location.

Fixes

• Fixed an issue where Collaborator users could access some AI features.
• Corrected a spelling mistake in the Plans section.

Workia Release Notes — 20260612.5
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Product Improvements

• Cost Estimate Update: Enhanced the handling of Housing Line Items, ensuring more accurate and flexible calculations for your assignments. Explanation of housing line items below, we included the text in the "Tax Mapping" column in the new line items to make it clear to users the differences. (See table below)

• Improved the EY Host ID update process to include the full Workia Identifier.
• Restricted collaborator users to only be able to see their own or shared approval requests.

Fixes

• Resolved a problem in the planner where domestic relocation cases were not generating cost estimates as expected.
• Fixed a reporting issue where additional employee identifiers were duplicating rows even when data was pivoted.

Workia Release Notes — 20260605.2

Tax Engine Update

• Updated the Tax Engine to version 26.3 of the Equus Tax Engine.
• Following client feedback, the full range of Equus Tax Engine tax positions are now available within Cost Estimates and Compensation Calculations.

Product Improvements

• Following last week's update introducing a new service email template type, we've added a button to help migrate email templates from Case to Service.
• The Outlook Add-in now keeps you logged in when switching between emails in your inbox, fixing an issue where sessions were lost due to Outlook's focus behavior (note: switching folders may still log you out)
• Users logged into the Outlook Add-in can now change environments without need to log out first

Fixes

• Fixed an issue where PDFs were not maintaining their intended format when sent as attachments.
• Corrected an issue with the Tasks page affecting merge documents and email templates.