What's new in Workia
Release notes

February 3, 2024 Release Notes

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Shared by Support Team • February 03, 2025

Workia Release Notes (20250131.1)

Product Improvements:

  • A preview button has been added to initiation configuration, allowing users to preview changes to the initiation fields (e.g. when adding salary), without having to log in as a collaborator.
  • It's now possible to link allowances to specific payrolls, using a new drop down on the allowance screen.
  • New fields have been added to the employee section, to track employment status, hire and termination dates.

Fixes:

  • Resolved an issue with changing case type for some cases.
  • Fixed blank screen issue after being signed out (now redirects to the login screen).
  • Fixed formatting issue in reports that caused blank rows.
  • Fixed Outlook integration authentication issue preventing account connection.
Release notes

January 27, 2025 Release Notes

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Shared by Support Team • January 27, 2025

Workia Release Notes (20250124.5)

Reporting Improvements:

  • You can now reorder fields and rename columns in a pivot table report, for easier reporting.
  • Added amount and currency details in pivot table modals for Allowances, Actuals, and Taxes.
  • Updated field names in reports for Organization, Immigration, Approval Requests, Taxes, Allowances, Payroll, Actuals, and Contacts for clarity.

Product Improvements:

  • Improved the empty state design on the planner to make it more visually appealing and showcase its features.
  • Updated Vialto integration to include cost center and organizational details.
  • Added the ability to PDF a ticket, for compliance.

Fixes:

  • Fixed an issue where the back button when viewing CE Details from a plan redirected users to a new blank plan.
Release notes

January 20, 2025 Release Notes

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Shared by Support Team • January 23, 2025

Workia Release Notes (20250117.4)

Product Improvements:

  • Updates to enhance the table formatting in merge documents and email templates, preventing unexpected resizing of merged cells and ensuring consistent shading
  • Added an option to select email templates for replies in the communications section.
  • Included more key dates on the home page calendar, such as Social Security expiration, family passport expiration, allowance start/end dates, and payroll start/end dates.
  • Users can now copy existing tax, immigration, social security, and organization info records.
  • Removed the ticket creation email from "reply all" to prevent additional tickets.
  • Updated AirInc data for Costa Rica.

Fixes:

  • Fixed an issue on the cost estimate PDF report where it displayed the incorrect salary currency and family size/accompanying info.
  • Fixed an issue where cost estimates failed if excess baggage location was unsupported.
  • Fixed an issue preventing collaborators from deleting their own comments.
  • Fixed an issue preventing some users from inviting others when adding contacts in service details.
  • Fixed an issue where the email body wasn't populating the first line.
  • Fixed an issue preventing ticket SLAs from being included in reports when the "met/missed" column was added

Release notes

January 13, 2025 Release Notes

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Shared by Support Team • January 23, 2025

Workia Release Notes (20250110.6)

Cost Estimate Improvements:

  • Updated the PDF report to show more detailed line item calculations and a new format.
  • Upgraded the cost estimate tax engine.
  • Added COLA data for Taiwan to Phoenix.

Product Improvements:

  • Set "Supplier" as the default security role for service contacts.
  • Included employee email addresses in the standard case export.
  • Updated ticket permissions for Supplier, Immigration, and Tax roles to allow ticket creation from the case screen.
  • Changed merge tag order and naming conventions for better clarity.

Fixes:

  • Resolved an issue with back buttons not navigating correctly.
  • Fixed an error occurring during the creation of merge emails or documents.
  • Addressed an issue where the wrong case type was used when only one active case type existed.
  • Fixed an error with the destination city field in email templates.

Release notes

January 6, 2025 Release Notes

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Shared by Support Team • January 06, 2025

Workia Release Notes (20250103.1)

Product Improvements

  • Merge documents updates: You can now use multiple list components in merge document templates (e.g., home and host manager/entity).
  • Cost estimate updates: Expanded transportation allowance data in LTA and PT templates to include more countries.

Fixes

  • Fixed an issue where existing emails were not always shown when creating a new employee during initiations.
  • Fixed an issue preventing cost estimate downloads to Excel when the name exceeded 30 characters.

Release notes

December 23, 2024 Release Notes

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Shared by Support Team • December 23, 2024

Workia Release Notes (20241220.4)

Checklist Task Types and SLAs

  • Checklists now support types of tasks, allowing you to categorize checklist items by type for grouping of similar items.
  • Task types also support SLA tracking, to monitor timeliness of tasks.
  • See this article for more details.

General Improvements

  • Updated field names in the reporting section for Organization, Immigration, Approval Requests, Taxes, Allowances, Payroll, Actuals, and Contacts for clarity.
  • Enhanced pivot table functionality to allow users to select multiple fields for a pivoted list.
  • Enhanced pivot table functionality turn multiple rows into columns from multiple tables in report building.
  • Docusign: The email address has been added to the Select Signers modal and Signature details drawer on the case profile page.
  • Admins can now change user email/username to correct personal or company email issues.
  • Added a copy button to the SSO Local Public Certificate field for easier copying of the certificate.

Fixes:

  • Fixed an issue where users who sent an approval could not reopen it after it was approved.
  • Fixed an issue with inactive case types appearing in the planner case type list.
  • Fixed an issue with e-signature merge tags failing to load from checklist buttons.
  • Fixed an issue with report exports.
Release notes

December 16, 2024 Release Notes

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Shared by Support Team • December 23, 2024

Workia Release Notes (20241213.2)

Product Improvements:

  • Country guides are now available to employees in the mobile app!
  • Admins can now send password reset emails to users locked out of their accounts.
  • Audit history now opens on the same tab, improving navigation when viewing data.
  • We reworked the new case creation wizard, to make it easier to select and add employees when creating a case.

Fixes:

  • Fixed an issue with images embedded into emails sent from Workia not being viewable in Gmail.
Release notes

December 9, 2024 Release Notes

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Shared by Support Team • December 23, 2024

Workia Release Notes (20241206.3)

Product Improvements:

  • Audit screens now group changes for easier tracking and a cleaner display.
  • Case External ID can now be added to user-created reports.
  • Docusign integration page now hides the RSA private key once its set.
  • Merge tags are arranged more clearly when using the list component for Employee Passport, Taxes, and Social Security sections.

Fixes:

  • Fixed an issue causing some emails sent from tickets to resend.
  • Fixed an issue causing tickets to be duplicated when there was an error creating the ticket.
  • Fixed issue with list merge tags not being able to be added to templates.
Release notes

December 2, 2024 Release Notes

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Shared by Support Team • December 02, 2024

Workia Release Notes (20241129.4)

Improvements:

  • Better reporting for data that's stored as lists - for example, allowances, organization data etc. You can now change reports to show records as columns instead of rows, making it easier to report on cases and related data in one row. Currently, only one table can be pivoted. This is the first version - ping us in the app with any questions or suggestions.
  • Added the ability to include multiple signers for e-signature documents.
  • You can now adjust the order of e-signature signers before sending.
  • Employee information changes are now logged for audit and can be viewed in the case audit screen
  • Approvals with approved status can now be reopened, allowing them to return to "In Progress" for further editing and adding new approvers.

Fixes:

  • Resolved spacing issues in downloaded PDF and .doc documents to ensure consistency with the view you see in the app.


Release notes

November 24, 2024 Release Notes

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Shared by Support Team • November 24, 2024

Workia Release Notes (20241122.1)

  • You can now sort the audit screen by the date the change took place.

Fixes:

  • Fixed an issue where Immigration users couldn't access dependent passports.
  • Fixed an issue where audit logs would error if the updated value was too long.
  • Fixed an issue that would stop password protected documents from being uploaded.
  • Fixed an issue where copying and pasting comments into another comment or email retained the background color.