Workia Release Notes (20241025.5)

New: Docusign e-signatures!
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You can now send documents for signature via Docusign.

Once enabled, signatures can be configured in document templates to enable secure routing of document signatures within Workia.

• Review and re-order signatures before sending the document for signature.
• Once a document is signed, users will receive an email confirmation, keeping you informed every step of the way.
• This feature requires that your company has its own Docusign account.

Improvements:

• Enhanced notifications for users when email attachments are not accepted by Workia. Generally this is due to security reasons. Users will now receive clear feedback on why certain attachments failed to upload.
• Improved the user experience of emails sent into the system, including multiple indented replies caused by some email engines.
• Users can now opt in, or out of being automatically CCed on their emails. This is configured in their profile and by default is opt-in.

Fixes:

• Resolved an issue where updating planner inputs would reset the Cost Estimate, ensuring that user inputs are preserved
• Addressed an issue related to cost estimate entitlement count incorrectly including estimates from Planner.

Workia Mobile Release Notes

• We've improved the Uploads module, allowing users to upload files without the need for a checklist expressly requiring it.

Workia Release Notes (20241018.4)

Improvements:

• You can now select the number of extra bags for excess baggage.
• Tickets created from the same email thread are now automatically linked, helping you manage potential duplicate tickets more efficiently.

Fixes:

• Images in emails now render correctly in Workia when viewing thread history, eliminating broken links and enhancing the visual experience.
• Fixed a bug that allowed the import and export options to be visible to collaborator roles.
• We have resolved an issue where only the first ticket created from an email retained the thread history. Now, all related child tickets will keep their context, providing a seamless experience in tracking conversations

Workia Release Notes (20241011.7)

Cost Estimate Improvements:

• Users can now override line item values at the cost estimate template level with support for annualized or prorated amounts, allowing for standardized defaults across new estimates.
• Users can now view and edit the full details of a cost estimate generated using Planner. Currently this feature is free to try for a limited time.
• Updated cost estimate dates to accurately account for the user's location when adding a start or end date.

Other Improvements:

• The confirmation email for tickets now includes the ticket title, providing users with essential context alongside the ticket number.
• Admins and mobility users can now assign specific security roles for contacts invited from a case.
• An updated user profile view has been added when hovering over a user's profile image. This profile view allows you to see a user's profile information as well as cases they are associated to.
• Users will now be updated in real time when a notification is received while using application.

Employee App:

• Push notifications are now available! The notification scheme is based on the existing In-App notifications, 12 events will trigger push notifications:
• Case Owner is updated,
• Case status is updated,
• Ticket status is updated (when Employee is Requestor),
• Case Contacts are updated,
• New checklist is assigned to Employee,
• Checklist assigned to Employee gets to Due Date,
• Employee is tagged in a message,
• Employee is tagged in a checklist message,
• Employee is tagged in a ticket message,
• Checklist reminder,
• Employee passport expiring soon (3 months before)
• Dependent passport expiring soon (3 months before)

• We added a banner on notifications page prompting users having notifications disabled on device to activate them to stay on top of their case.
• Android: When a new version of the app is available, update availability is checked and user is prompted to update;
• We've improved MFA experience for a smoother experience entering the code;
• We've improved T&C acceptance UI for iOS (iPhone X upwards)

Fixes:

• Resolved issues that were preventing users from changing field mappings during imports
• The option to show only errors on the import history screen will now show all errors for the import.

Workia Release Notes (20241004.4)
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Cost Estimate Tax Detail Report:

• Detailed tax calculation information is now available for each cost estimate. Gain deeper insights with our new report that details how the Equus tax engine calculates tax numbers in cost estimates.
• See this help article for more details.

Ticket Improvements:

• Now, you can apply Service Level Agreements (SLAs) to all ticket types, ensuring consistent tracking and management of your requests.

• Ticket owners will now receive notifications for new email replies on their tickets, ensuring they stay updated on ticket activity.
• Stakeholders have improved visibility of tickets they have access to, along with notifications for comments they are tagged in.

Other Improvements:

• You can now apply date range filters to the business trips view, making it easy to track all of your business trips within a specific time period.
• We’ve introduced a consistent sharing experience across both merge documents and PDF views.

Fixes:

• We’ve resolved an issue where attachments sent via email from non-users were not being retained in the communications section of cases and tickets.
• We’ve fixed issues with dashboard widgets to ensure the number shown matches the results when viewing the full details list.

Workia Release Notes (20240928.1)

Vendor integration - 80+ vendors added:

Workia Premium users now have integration access to 80+ vendors via the Equus Ecosystem. The Connections page has been updated to allow connection requests directly.

A new Ecosystem fast connection for K2 has also been added, requiring only a connection key to setup integration.

💡 Equus Ecosystem connections are only available in the Premium subscription plan.

Other Improvements:

• Users can now provide feedback on AI Policy Query responses, enabling future improvements and better accuracy.
• Enhanced visibility of import/export actions on the people screen.
• SSO connections are more flexible, by removing the requirement for the Artifact Resolution Service URL for Single Sign-On (SSO) access.
• New preview feature allows users to see what stakeholders will view before sending invitations.
• Users creating tickets via email will now only receive a link if they have Workia access.

Fixes:

• Fixed issue preventing ticket creation from forwarded emails.
• Fixed duplication of tickets when editing titles for the first time.
• Fixed the issue with processing email ticket creation for emails that did not correspond to a user in the system.
• Fixed loading issues for tickets linked to another ticket.

Employee App:

• You can now 'copy' the content of a message in Messages to paste it elsewhere.
• Creating a Get Help ticket is now smoother with a single-step experience.
• Context Menu is now available, after you log in you will be able to access your last 2 cases straight from your mobile home page.
• We've improved the calendar focus, the swipe-down-to-refresh feature, enhanced the confirmation UI for file uploads, and provided a better user experience for entering numerical codes.

Fixes:

• Fixed an issue preventing users from uploading their avatars to their profiles.
• Fixed an issue with the field height floating on the app when typing special characters.

Workia Release Notes (20240920.2)

​AI Policy Query - Big Improvements:

• The AI Policy Query tool has been overhauled to provide far better results.
• The response is now smarter and more comprehensive and includes links to relevant documents for further reference.
• If you would like help setting up AI Policy Query, please message us from within the app.

Data Concierge - New! 🥳:

• Introducing the new Data Concierge! Our updated onboarding process guides you through the transition from spreadsheets in just a few simple steps, making it easier and more efficient than ever to start using Workia. Save time and streamline your workflow with our seamless onboarding experience.
• For existing users, the Data Concierge is also accessible from the settings menu. Users can quickly resume their data import tasks, enhancing workflow efficiency.
• Templates are now available in the data concierge, providing a clear reference for importing employee and case data.

Checklist refresh:

• You can now refresh the checklist in a case - for example if you have updated the checklist template with additional steps, you can pull these steps into an existing checklist. Note that this action currently resets all tasks on the checklist (more updates coming in future to manage this better).

General enhancements:

• Custom case types now display relevant immigration and social security data from their parent types on the planner.
• Completed checklist items will no longer show on the calendar.
• The "Team" page has be updated to "Administration" in order to provide a more accurate description of the additional configuration options.
• The place to upload your company logo has been moved to the "Administration" page.

Employee App:

• Enabled swiping right on a message to reply to it.
• Enabled keep pressed on a message to access its options (Reply, Edit, Delete).
• Collaborators are now able to access the App as Employees.
• Added notification for checklist due date.
• Fixed an issue where stakeholders were not able to access tickets as employees within the app.
• Minor UI improvements on scan passport page and calendar picker.

Fixes:.

• An issue preventing collaborators from accessing reporting has been resolved.

Workia Release Notes (20240913.4):

Launch of the Employee App
​We're thrilled to announce the release of our employee app, packed with powerful features designed to make the employee global mobility experience smoother and more efficient!
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The employee app includes the following features:

• Task Overview: Employees can see all tasks assigned to them, including the count of remaining tasks. Switch between 'To Do' and 'Done' views.
• ​Task Management: Set reminders, exchange comments, change task statuses, and upload files directly to tasks.
• ​Upload-Specific Tasks: A dedicated section for tasks related to uploads.
• Get Help: Employees can open and manage help requests with default ticket creation as 'Employee Help' and assigned to the Case Owner.
• Contact Details: View and contact Owners and Case Contacts (including in-app messages).
• Profile Management: Update personal and dependent information.
• ​Scan Passport: Upload and scan passports, with automatic data entry upon scanning.
• Theme Options: Choose from a variety of Workia themes.
• ​Account Settings: Set up MFA and biometric login.
• Coming soon: Enhanced chat-like experience for Messages with more swipe and press actions; More haptic feedback to confirm actions in the app; Notifications for task due dates; Full push notification support to be rolled out.

See our employee app overview and granting access articles for more information.

General Improvements:

• The profile icon popover has been updated to display security role information, empowering users to quickly understand each team member's access and capabilities within Workia

• Tickets created via email will now automatically include the full email history in the comments section, providing users with complete context and enhancing communication efficiency.
• All contact types can now be included in email template to/cc fields. Previously this was limited to just the standard system types.
• Expanded the list of available merge tags in templates to include suppliers.

Fixes:

• Fixed issue with merge document headers not saving alignment or font family.
• Fixed a bug that caused double email notifications when a case owner was tagged in a comment, reducing unnecessary clutter in inboxes.
• Resolved an issue where requests to add new suppliers to the directory were not being received by the Workia team.
• Fixed an issue where timeouts were not redirecting users to the login page.

Workia Release Notes (20240906.1)

​Merge Template Improvements:

• Specify the 'to' and 'cc' contacts to use in email templates.
• Improved the consistency of formatting between the document edit view and pdf generated file.

Other Improvements:

• The checklist action buttons are now more visible and intuitive, making it easier for you to manage your tasks efficiently.
• The landing page now includes a quick link to manage your case workload.
• Stakeholder users who are an employee of a case can now enjoy the same case level features and functionalities across both the web and mobile apps, ensuring a consistent experience.

Fixes:

• Previously, there was a limitation on the number of list components in merge documents. This has been removed, allowing you to include as many list components as needed.

Workia Release Notes (20240830.2):
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Cost Estimate Improvements:

• Introduced the ability to override the name of cost estimate line items, allowing you to customize them to align with your specific business processes.
• New cost estimate template line items: Language training, excess baggage fees, managed service fees, relocation provider fees. All added as inactive. (In future releases you will be able to set the default value at a template level, for now, you have to enter each time.)

Reporting Improvements:

• Now you can create charts based on your data.
• The AI visualization feature has been updated to use the new reporting functionality. Users can simply ask in plain text for the report they want and AI will assist in creating it.

Merge Template Improvements:

• Added access to document template configuration when generating a new document on a case, making it quicker to edit/add templates.
• Immediately preview a document after saving it as a PDF. This eliminates the need to download the document to view its content.
• Merge documents and email templates now support merging data from allowances, payroll, social security and taxes.

Role Improvements:

• We have introduced a new stakeholder role specifically for Immigration users. This role allows them to easily update information about the services they provide in one place, ensuring efficient collaboration and streamlined communication.
• We have introduced a new stakeholder role specifically for Tax users. This role enables them to provide updates on the services they offer, ensuring effective communication and seamless collaboration.
• We have updated the case creation process for collaborators, allowing them to create cases without the need to assign an owner.

Other Improvements:

• Based on client feedback, we have enhanced the import process by adding the ability for users to bypass creating a checklist for a case during the import process. This is particularly useful when importing historical cases, as it prevents incomplete checklist tasks from appearing and ensures accurate reporting.
• We have made the checklist action buttons more visible by making them always visible, eliminating the need to hover over them.

Fixes:

• Fixed an issue where the number of tickets in a section on a case was adding up incorrectly.
• We have resolved an issue with the Smart Upload action; it works correctly now.

Workia Release Notes (20240823.2):
​Security Improvements:

• Released self-serve Single Sign-On (SSO) functionality via SAML 2.0, enhancing the security and convenience of accessing Workia. Enjoy a seamless and secure login experience with your existing company credentials.

Merge Template Improvements:

• Streamlined the process of selecting list components in email templates, ensuring users can easily choose specific items to include in their emails, improving personalization and efficiency

• Added the Employee Passport list component to merge documents, allowing you to include passport details in your documents.
• Added a special merge tag for the ticket creation email. Now you can include the unique email address associated with your Workia site in merge documents and email templates,
• Easily identify and update missing merge tags in your merge documents with our new highlight feature.

Other Improvements:

• Renamed "My Workia" to "Tickets & Tasks" for better clarity and easier navigation.

Fixes:.

• Fixed issue with Good & services Spendable Income line items showing on CE templates when they should not.