Workia Release Notes (20250911.1)

Product Improvements

• Added a date/time stamp on DocuSign documents to indicate when a signature was completed.

Fixes

• Fixed an issue with bonus amounts in cost estimates not being treated as an annual value.

Workia Release Notes (20250905.5)

2 BIG Cost Estimate Improvements

• You can now choose to use Mercer data to calculate cost estimates. To switch to Mercer data, contact us via the help chat.
• We have added a new template type, to calculate US domestic relocation cost estimates, with the option to equalize or apply tax protection.

Product Improvements

• Improved the performance of audit log screens.
• Improved the performance of reports.

Fixes

• Fixed issues where the cost estimate license warning showed every time on a plan even if you had already agreed to use a license.
• Fixed an issue where mobility users could not access planner cost estimates shared with them by others.

Workia Release Notes (20250828.3)
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Product Improvements

• We've improved the logic used to suggest related emails in the Outlook Add-in.
• Added support for IATA codes for origin and destination when importing trips.

Fixes

• Fixed issues with IDR and ZMW currencies not working properly in cost estimates.
• Fixed an issue with a "." in report titles when exporting a report.
• Fixed an issue with leading 0's in employee numbers being removed from report exports when opening in excel.

Workia Mobility & Employee Mobile Apps

• We've fixed an issue placing headers too high on some devices running Android 15 or more.

Workia Release Notes (20250822.2)

Product Improvements

• The cost estimate tax engine has been updated to the latest version of the Equus tax engine (25.4.1), more details here (you must be logged into Workia to view this article).
• E-Signature documents will now handle document declines, including notifications to document owners and status updates in the system.
• Improved the experience of searching for merge tags in document templates by refining what shows when you search.

Employee Mobile App

• We completed a full optimization of the App, for a faster and smoother employee experience.

Mobility Mobile App

(These updates now available for IOS, Android updates will arrive w/c 25th August)

• You can now manage restricted cases, VIP and tag features in Mobility Cases.
• The immigration and tax sections in a case record now show the new fields and status added recently (alignment with web app).
• We fixed a minor issue with count of cases in the Case List.

Workia Outlook Add-in

• We've improved the Mobility Case creation process in Outlook, with a slicker UI.
• We've added the capacity to set a case as Restricted or VIP on Case creation, from within Outlook.

Fixes

• Fixed an issue where adding a contact in initiations did not work if the user already existed in the system with different capitalization in their email.

Workia Release Notes (20250815.3)

New Feature - Restricted Access Cases

• You now have the ability to restrict access to cases, limiting visibility only to designated users, including mobility and collaborators. This feature ensures greater control over case security when necessary. Once a case is designated as restricted access, you can easily share it with others and see who else has access.
• Groups have also been added so that you can share access with a group of users instead on individually. The new groups feature will also be added to other areas such as ticket and checklists in the near future.

Product Improvements

• Performance improvements have been made to increase the overall speed of Workia and to improve reports.

• You can now link a trip to a case when importing trips.

Workia Release Notes (20250808.2)

Product Improvements:

• You can now import your own exchange rates for Cost Estimates. A new centralized import screen is available for managing all imports, including cases, trips, and exchange rates.
• When initiating a case, the additional information and flex choices tabs are now visible for all users (not just stakeholders initiators and collaborators).

• You can now provide IATA codes for Origin and Destination when importing trips. Workia will automatically map these to the correct locations.
• The immigration section has been updated with a new country field to track the specific country of the immigration record and a cancelled status has been added.
• The tax section now contains a field for tracking Questionnaire Due Date when the tax type is Tax Return.
• Addressed multiple security improvements.

Fixes:

• Fixed an issue preventing the deletion of tickets associated with alerts.
• Fixed an issue that caused a timeout when exporting case data with additional tables.
• Fixed an issue that allowed trips to be created without required information.
• Fixed an issue with imports not working in languages besides English.
• Fixed an issue with some reports failing to load data.

Workia Release Notes (20250801.2)

Fixes only this week:

• Fixed an issue where non-mobility users were unable to edit descriptions or add comments to tickets they created.
• Fixed an issue where comments on shared plans were inaccessible to certain user roles.
• Fixed an issue on initiation forms where the organization type was not appearing.

Workia Release Notes (20250725.5)

Product Improvements:

• Trips can now be linked to cases, enabling you to track travel related to a case. The new trips section appears at the bottom of the case screen.
• Stakeholder initiators can now view the details of cases they are a contact for and upload documents.

• Added document security picker to Approvals, Services, and Checklists, allowing you to control visibility of uploaded documents based on user roles.
• Updated the Outlook Add-in install instructions with the steps to install from the Outlook marketplace.

Fixes:

• Fixed an issue with the trips import template not downloading correctly.

Workia Release Notes (20250718.1)
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The New Workia for Outlook Add-in is live!

The new add-in is published to the Microsoft store, find out how to load it here.

With the new add-in you manage a range of tasks within Outlook, including:

• View all cases, add comments, view details, complete tasks, update status.
• Create new cases and tickets from emails.
• File emails directly into cases.

Other Product Improvements:

• Tickets can now be directly linked to trips when viewing a trip.
• We removed access to the help messenger for Stakeholder, Stakeholder Initiator and Collaborator roles, as they are more likely to want to talk to their mobility colleagues, than Workia. (Note that other user types still have access to Workia support.)

Fixes:

• Fixed an issue with the AI policy query not returning results.
• Fixed an issue where mobility users were unable to add tags to cases.
• Fixed an issue preventing the side drawer in the compensation section from opening for collaborator and immigration roles.

Workia Release Notes (20250711.3)

Product Improvements:

• You can now select which additional information fields are required on initiations.
• Updated the PDF cost estimate report to clearly differentiate between home and host tax values.
• Added better visibility to document security and employee visibility options for documents uploaded via the side panels.

Fixes:

• Fixed an issue where checklists were being created when importing cases, even when the option to not create checklists was ticked.
• Fixed an issue where new columns added to reports where appearing in the middle rather than at the end of the report.