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.

Workia Release Notes (20251212.3)

Product Improvements

• We have introduced a feature that supports batch creation of service orders, as a one time event, for when you move to Workia and want to connect all your existing cases to the existing cases in vendor systems.

Fixes

• Fixed an issue where email templates could not be selected when selecting reply all to an email.
• Fixed an issue where it was possible for duplicate tickets to be created when using the ticket creation email.
• Fixed an issue with expense violations not refreshing immediately when updating settings.

Workia Release Notes (20251205.6)

Product Improvements

• Equus tax engine updated to 25.6 (you need to be logged into Workia to view this link - search for Equus tax engine updates from the help center in the app.)
• Improved the results of AI generated reports and added the ability to select what type of report you would like.
• Updated expense report comments to include employee visibility.
• Enhanced the dashboard to recognize new case status values, including "Extended" and "Repatriating."
• Updated email templates to prevent words wrapping at the end of a line.
• Added new line items for Taxable and Non-Taxable Non-Cash Benefits.

Fixes

• Fixed an issue where the audit logs were not being saved.
• Fixed an issue where unselected data points were being sent to suppliers during initiation.

Workia Release Notes (20251128.3)

Product Improvements

• You can now reply and forward emails when viewing an email that was created from a thread (Previously, reply all was the only option.)
• It's now free to use flex choices in initiations - the cost estimate credit is no longer decremented when users create choices.

Fixes

• Fixed an issue where users could not select approvers if they lacked a user profile.
• Fixed an issue causing the Employee List to not redirect correctly to the selected case.
• Fixed missing translations for comment mention notifications across multiple languages.