Workia Release Notes (20260220.3)
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​New Feature: Case Milestones

• You can now add milestones to your checklists, providing users with clear progress for key events and deliverables.
• Milestones appear in the case checklist and they also appear on the new timeline view, to give you a visual overview of a case's progress.
• The new milestone timeline view is also visible to Stakeholders, Stakeholder Initiators, Collaborators, Suppliers, Tax, and Immigration users (where they have access to the case.)

Product Improvements

• AI Policy Picker (Beta) for Case Initiation is now available as a beta feature. The policy picker allows you to use AI chat to determine the best policy for a move. It is shipped turned off. Follow help here for details on how to try the preview version. Please let us know what you think through the help messenger.
• Planner is now called Plans. Along with the new name, we’ve slightly updated the plan creation flow to make it more conventional. When you click on plans, you now see your previously saved plans first. To create a new plan, click the + button.
• For those who have access to immigration and social security information under the plans tool (previously called planner), we have updated the social security information, including adding 9 new countries and the quarterly immigration update is also complete.

• The Workday integration has been updated, with the addition of the following new fields:

◦ Bonus Amount

◦ Bonus Currency
◦ Job title

◦ Job Grade

◦ Hire Date

◦ Termination Date

◦ Employee Status

• Workday Integration is now available in Case Initiations. Meaning you can search for an employee when creating an initiation and pull back their info from Workday. For those with Workday integration already on, there is a new setting to turn on.
• We updated how Workia manages home and host job details through the Workday integration. Position data received from Workday at the time of case creation is now treated as origin information. Any updates made to the Workday position after the case has started are treated as destination information and updated accordingly. This ensures a clearer distinction between origin and destination data and improves the accuracy of ongoing updates from Workday.

Tax Engine Update: Interim Release 26.1.1

See notes here.

Fixes

• Resolved an error when trying to create an approval from the home page; it didn't work, now it does.

Workia Release Notes (20260214.1)

Product Improvements

• Cost estimate data can now be reported on, so you can visualize the costs of moves across your program.
• Bonus information saved in the case record will now automatically feed into cost estimate and compensation calculations.
• Signed e-signature documents now save the full PDF to Workia, with all documents that were included in the signing envelope.

Fixes

• Fixed an icon overlap issue on the policy query interface when resizing the screen.

Coming soon

• Next week we'll be releasing changes to the Planner screen, so things will look a little different for your stakeholders using this feature. Stay tuned!

Workia Release Notes (20260206.2)

Product Improvements

• You can now attach multiple supporting documents to a single DocuSign envelope when sending e-signature documents.
• The tickets screen now shows Create Date in its list.
• The Employee "Country" field now defaults to the case's Origin Country when initiating a case with Vialto.
• Updated the wording of disclaimers anywhere AI is used (again).
• Added a new route from Katowice, Poland to Lisbon, Portugal in the AIRINC datasets.
• Added Songdo, South Korea as an origin and destination option.

Fixes

• Resolved an issue preventing tickets from being linked to Mobility Cases.
• Fixed an issue where Task History did not display the correct group name or update timestamps.
• We fixed an issue causing SSO login to fail when using Workia for Outlook with SSO.

Workia Release Notes (20260130.3)

Product Improvements

• Equus Tax Engine has been updated to version 26.1
• Admin users are now able to delete emails
• Where emails had some formatting removed for security reasons (as is common in Outlook), you can now choose to allow formatting to load when viewing the email.
• We updated visibility of AI disclaimers across various AI features, to please our legal colleagues.
• The case checklist task modal has been rearranged, so it's more like tickets and easier to use (we hope).

Fixes

• Fixed an issue causing the Malaysian Citizen tax position to incorrectly display for US cases.
• Addressed a bug where changing the plan type in Planner CE resulted in losing CE data.
• Corrected the task history reporting for group associations and task progress updates.

Workia Release Notes (20260123.4)

Product Improvements

• Following last week's update to allow checklist tasks to start automatically when a prior task is completed, tasks can now also start automatically based on a time period (e.g. 1 days after..).
• Reformatted line item names in the compensation calculation report to make them easier to read.
• Output numbers in the compensation calculation report will now appear rounded to ensure consistency with actual calculations.
• Added email notifications to group members when a task is assigned to their group.
• Air Inc out of the box data has been updated.

Fixes

• Fixed an issue that caused the documents section on supplier initiations to duplicate the tab when changing values in the service initiation wizard.
• Fixed an issue that caused the stakeholder landing page to display the Workia Identifier instead of the case type.

Workia Release Notes (20260116.5)
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Product Improvements

• Checklist tasks can now start automatically, based on a previous task completing. You can set conditions on checklist templates (including who they assign themselves to).
• Upon request, we can now uncover all Equus Tax Engine tax positions, to provide extreme flexibility in setting tax treatment. Contact us in the help chat to have the switch flipped.
• Stakeholders and collaborators can now see tasks assigned to a group, if they are a member of said group.
• Added 20,000 more locations to the location pickers.

Fixes

• Resolved a bug that displayed a "No Data" warning for the Spousal Allowance.
• The faulty lock on calculations has been repaired.
• Corrected the naming convention for South Korea to "Korea, South".

Workia Release Notes (20260109.2)

New Feature: The Workia Gmail Add-in

• You can now seamlessly manage your Workia mobility cases and communications from within Gmail. The add-in can be installed from within the Google Workspace Marketplace: https://workspace.google.com/marketplace/app/workia_for_gmail/161424371166.

Product Improvements

• You can now report on compensation calculation data.
• Cost estimate and compensation calculation line items that use data provider data now show when provider data is missing for the locations of the calculation.
• You can now add a default associated group for checklist items on the template. e.g. A 'tax team' can be associated to tax tasks and the tax team can be a group of users.
• We updated locations to include additional information about administrative areas to provide clarity when 2 cities have the same name but their administrative area is different.

Workia Release Notes (20251230.3)
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Product Improvements

• Tasks can now be automatically assigned to owners (e.g. line manager, immigration person), when a checklist is created. For contacts to be magically allocated, they need to be specified in the initiation process.
• You can now associate a group to a checklist item, allowing all members of the group to see the item.

Fixes

• Fixed an issue related the the performance of the program management dashboard.
• Updated the tax engine to version 25.6.1: United Kingdom Social Security - Corrected the social security calculation when the 52-week rule applies, to fix an issue with prorating.

Workia Release Notes (20251223.2)

Product Improvements

• Improved the performance of the program management dashboard.
• Mercer data has been updated with the latest values.

Fixes

• Fixed an issue where incorrect email addresses were generated by the ticket merge tag in email templates.

Workia Release Notes (20251219.5)

Product Improvements

• Improved handling of email processing when attachments are included, ensuring that emails are processed faster.

Fixes

• Fixed an issue where decimals were showing on the calculations list.
• Fixed an issue where the Managed Service & Social Security icon was not displaying on the case screen when the default service was selected.