Workia Release Notes (20250627.7)

New Feature: Business Trip Tracking

Track travel activity for employees using the new Business Trip Tracking feature! You can easily monitor the travel of employees and identify where you may have issues using automated alerts.

Key features include:

• 3 ways to add data: Import multiple trips via travel data import, entering trips manually as a mobility team member, or ask employees to enter trips in their employee app.
• Trip Automation: Set up automated alerts for when employees travel beyond specified day counts, including options for Calendar Year and Fiscal Year.
• Ticket creation: Automatically create tickets for trips that exceed day counts.
• Trip Status: Employees can confirm the status of trips (Confirmed/Unconfirmed).
• Employee Calendar: Employees can view their travel on the Workia mobile app as well as confirm past travel when prompted to.

Another new feature: Case Tags & VIP

• You can now add tags to cases, to easily categorize and filter cases.
• Plus, you can flag cases as VIP, which can then be sent via integration to vendors.

Fixes:

• Removed the ability for stakeholders and stakeholder initiators to delete tasks or mark them as N/A.
• Fixed an issue where collaborators could not view the details of cost estimates sent for approval.
• Fixed a problem with creating cases for individuals that exist only as email contacts.
• Fixed an issue preventing requestors on tickets from appearing in the search results to select them.
• Fixed an issue where the background of a users avatar on the case screen did not always show.
• Fixed an issue where the screen needed to be refreshed to display the correct family information.

Workia Release Notes (20250620.8)

Product Improvements:

• System currency has been added to cost estimates, allowing you calculate and report on cost estimates in a consistent currency.
• Comments on cost estimate template line items that use a custom calculation will now carry over when you override the line item amount on a cost estimate.
• Removed the ability for stakeholders and stakeholder initiators to delete tasks or mark them as N/A, ensuring better control over task management.

Fixes:

• Fixed an issue where Gmail accounts were unable to send documents for signing.
• Fixed an issue where the tax detail report could not be opened in excel if Peru was one of the locations.

Workia Release Notes (20250613.3)

Tax Updates

• Updated cost estimate tax engine with the latest tax positions for version 25.3 of the Equus tax engine.
• Added support for the Swiss canton of Valais, increasing the total number of supported cantons to 10.
• Implemented various tax and social security updates across multiple countries, including:Australia, Austria, Belgium, Brazil, Canada, France, India, United States.
• More information can be found here in the full release notes here (you must be logged into Workia to view this secret tax page.)

General Improvements

• Removed gender from the information shown to stakeholder initiators when initiating a case.
• Added Lyckebyn, Sweden and Brøndby, Denmark to our location pickers.
• Updated the user interface for selecting security rights for documents.

Fixes:

• Fixed an issue where tickets were not linked to cases correctly when created from a case.
• Fixed an issue with new users not always being able to set their password for the first time on mobile apps.
• Fixed an issue with cost estimate template types not defaulting correctly based on the case type.

Workia Release Notes (20250606.3)

Bring your own data! (AirInc)

• We've added the ability for you to import your own subscription data from AirInc to be used in Cost Estimates. If you'd like to use this feature reach out to us via the help chat.
• Find out more here: https://support.workia.com/en/articles/11508731-using-your-own-cost-estimate-data-in-workia-byod-bring-your-own-data

Product Improvements:

• Updated the Cost Estimate PDF report to include the case type instead of the tax policy.
• Improved the speed for saved cost estimates to load.
• Improved the employee invitation email template to include a URL for desktop login (if they don't want to use the employee app).
• Updated the design for configuring logos to simplify the process and enhance user experience.
• Reduced the employee information shown when a Stakeholder Initiator is creating a new case.

Workia Employee Mobile App

• We’ve updated the app so the new Stakeholder Initiator role can enjoy it.
• iOS: Security improvements following yearly PenTest.

Workia Mobility - Mobile App

• Approvals: We’ve added the capacity to create Approvals and enabled the quick links to create approvals from tasks.
• Services: We’ve added the capacity to Initiate Services; this includes the display of Integration History for connected providers, but excludes the capacity to trigger the Integrations themselves.
• Flex Benefits are now displayed when available
• We’ve updated the app to make sure the new role Stakeholder Initiator can enjoy it.
• iOS Security improvements following yearly PenTest.
• We fixed a minor issue with Approval updates not being displayed immediately after changes took place.

Fixes:

• Fixed an issue where Stakeholders and Stakeholder initiators were unable to update their personal information.
• Fixed an issue where you did not get proper validation when changing between cost estimate types.
• Fixed an issue with imports failing.

Workia Release Notes (20250530.3)

New role: Stakeholder Initiator!

• A new Stakeholder Initiator role has been added. This is a copy of the stakeholder role, with the added powers to initiate cases and use the planner.

General Improvements:

• The default security setting for documents added by Mobility/Admin users will be 'internal'.
• Updated Airinc cost estimate data for the following:
  - G&S
  - Rent
  - Utilities
  - Hardship
  - Per Diem

Fixes:

• Fixed an issue preventing certain roles from accessing shared plans or cost estimates.
• Fixed an issue where ticket details were not loading due to embedded images in emails.
• Fixed an issue with E-Signature documents not displaying the final PDF version.
• Fixed an issue with copying the planner section when creating a copy of a case.
• Fixed an issue with copying the initiation section when creating a copy of a case.

Workia Release Notes (20250523.3)

Ticket and Plans

• You can now create plans from tickets and tickets from plans. This helps to join all steps together. For example:
• This business emails 'tickets@..' to create a ticket and ask how much a move will cost: You can now create a plan directly from the ticket and it will be automatically linked.
• You have created a plan and want to track questions or get vendor advice around that plan: You can now create tickets related to the plan.

General enhancements

• You can now control visibility of comment attachments to employees, in line with the other document security features we've been adding.
• Addressed various security improvements as part of Workia annual penetration testing.

Fixes:

• Fixed an issue where creating a custom case type by copying did not copy checklist items into the correct status.
• Fixed an issue that prevented allowance fields from being removed from initiation templates once added.

Workia Employee App

• We’ve improved the Terms and Conditions displayed on first login, using the shortened version available on the web app.
• New Theme: Slate is now available.
• Security improvements following yearly PenTest.

Workia Mobility App

• Users can now share Cost Estimates and switch between currencies in Cost Estimates.
• We’ve added the ability to regenerate the checklist when the case type is changed.
• Automation Alerts are now available, users can consult alerts from the Home Page and from each case, and receive push notifications from Automations.
• New Theme: Slate is now available.
• Minor UI improvements on Case page following user feedback.
• Security improvements following yearly PenTest.
• Fixed an issue where latency would cause case search results to differ from the web app.

Workia Release Notes (20250516.4)

General Improvements:

• You can now use email templates in tickets - helping to automate and standardise replies in tickets.

• Updated company documents to display the specific type of document or template.

• Introduced three new cost estimate line items related to storage of employee goods:
  - Long Term Storage
  - Storage in Transit - Origin
  - Storage in Transit - Destination

Workia Mobility Mobile App

• Users can now login using their SSO credentials when enabled in their account;
• New green theme for those who like green a lot: Sprout is now available;
• Improved Japanese translations;
• Users can now remove contacts from Approvals, Case Contacts
• Added a new page to be displayed when the user device is experiencing network issues
• Introduced the new logic for Documents shared with Employee, users can now choose who can see Documents.
• Fixed various issues related to annual penetration testing.
• Fixed an issue of not see your username on the Home page in some cases;
• Solved an issue where users could filter Cases by deactivated case types;
• Solved an issue causing the same file to be uploaded twice when dropping multiple comments;
• Solved an issue where Automation push notifications would not redirect correctly to Mobility Case
• Android: fixed an issue causing the splash page to be displayed oddly stretched;

Workia Employee Mobile App

• Employees can now login using SSO, when enabled in their account;
• A new green theme: Sprout is now available;
• Users can now manage the links displayed in their footer from their Settings;
• Added a new page to be displayed when the user's device is experiencing network issues.
• We’ve update the app to make sure that the new documents security settings apply to the Employee Mobile experience: Only documents tagged as visible to employee are visible. All documents uploaded by the Employee are now set as visible to the Case + Employee.
• Fixed various issues related to annual penetration testing.
• Solved an issue where completed Tasks were not always refreshing correctly when navigating through tabs.

Fixes:

• Fixed issues on several date fields related to time zones not being respected.
• Fixed an issue where cases were not reflecting the correct case data on initial screen load when using search to navigate.
• Fixed various issues related to annual penetration testing.
• Updated document count indicators to accurately reflect the documents accessible based on user roles.

Workia Release Notes (20250509.4)

​Product Improvements:

• You can now adjust the security access of existing case documents on the case screen.
• Added an employee visibility option on all existing document security controls, for more granular control over document sharing.
• Updated the Program Management Dashboard visibility rights, this is now restricted to Admins and Mobility users only (i.e. no longer accessible to HR Collaborators).
• Updated Collaborator access to ensure they can only view checklist items assigned to them on the case details screen (so they cannot see internal mobility tasks).
• Updated Collaborator access to no longer be able to view the detailed view of a cost estimate within planner.
• Updated the size of logos on Cost Estimate PDF reports so they do not appear really tiny.
• Changed the case search functionality to open case records in the same tab instead of a new tab, for improved user experience on slow networks.
• When a case is canceled all of your open checklist items will now be marked N/A to save having to manually tick them all to get them to disappear.

Fixes:

• Fixed an issue preventing using an approver if the email exists but first/last name is empty.
• Fixed various issues with Cost Estimate line item visibility for older cost estimates.
• Fixed an issue where emails with no subject wouldn't create tickets.

Workia Release Notes (20250502.4)

Product Improvements

• You can now override base salary and bonus line items for each year of a cost estimate.
• Cost estimates now only recalculate after you have finished overriding a value.
• You can now use SSO when trying to sign in to your Workia site using App.Workia.com

Fixes

• Fixed an issue with cost estimates reloading

Workia Release Notes (20250425.1)

New Dashboard - Program Management

Program Management lets you quickly surface gaps in your process and outdated data with four powerful insights:

• Case Status Issues: Highlight cases whose current status doesn’t line up with their key dates, so you can take corrective action.
• Open Approvals: See which approval requests are still awaiting sign-off, in order to follow up directly with the responsible approver.
• Services Not Ordered: Help ensure that as a case start approaches you are initiating services based on your configured process.
• Pending Tasks: Track all outstanding tasks—whether in the current phase or any previous phase of a move—to ensure every step of your process is completed.

Product Improvements

• You can now link a ticket to an existing plan or create a new plan directly within the ticket modal.

• The Cost Estimate PDF report now includes your configured company logo at the top left of the first page.

• You can now see the history of when temporary admin access was granted, expired and revoked.

Fixes

• The first version of the custom logo that appears in the top left of the app was a bit small, we've increased the size - but you will need to upload your image again to get a bigger version.
• Fixed an issue with CC and BCC fields when using Gmail integration.
• Fixed an issue where sometimes the Cost Estimate section on a case would show 0 even when the primary cost estimate was calculated.