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.

Workia Release Notes (20241220.4)
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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.

Workia Release Notes (20241213.2)
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​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.

Workia Release Notes (20241206.3)
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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.

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.

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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.

Workia Release Notes (20241115.4)

​General Improvements

• Updated the report builder to support filtering based on rolling time periods, date ranges and specific dates.
• Added a button to the signature tab in a case record to make it easier to setup Docusign integration.
• Improved the usability of sending documents for e-signature.

Fixes

• Resolved an issue where the Outlook add-in fails to attach emails when there are multiple recipients in the To or CC fields.
• Fixed a problem allowing non-admin/mobility roles to reset checklists after a checklist template is changed.
• Corrected an issue preventing supplier roles from downloading files from the service details screen and displaying incorrect case communications count.
• Addressed wrong comment counts on the immigration section for the immigration role and resolved document download issues.
• Fixed an issue where specific locations could not save plans/cases.
• Addressed an issue with file types being blocked that should be allowed due to extension and mimetype/signature mismatch.

Workia Release Notes (20241108.4)

Audit History - New (in BETA)

• You can now view a change history for cases and tickets. This lets you see updates made and entries created and deleted, starting 10 November 2024. See this article for more information.

Other Improvements:

• You can now add a fixed email address (like a group inbox) to an email template, as well as set an email address for a specific contact type.
• Stakeholders can now create tickets from the "My Tickets" screen on their view.
• A new setting has been added to the Administration on the Company Info tab. It lets you control email confirmations when creating tickets via Workia. You can now remove the ticket ID from the email or turn off email notifications entirely.
• You can now edit an existing user's profile while creating a new case, this is helpful where users have been partially created via automation.

Fixes:

• Improved page load times after login, reducing the need for manual refreshes.
• Fixed an issue where changes to cost estimate override comments weren’t saving after the first update.
• Fixed the size issue with the top card on the service screen.
• Fixed an issue where the data concierge sometimes appeared for users with the collaborator role.
• Fixed an issue preventing users added as approvers from being invited to Workia.
• Fixed an issue preventing mobility role users from creating, editing, or deleting merge documents or email templates.
• Fixed an issue where all location information wasn’t copied to a case created from a saved plan.
• Fixed an issue where renaming a copied checklist template affected the original case type template.
• Fixed an issue where you couldn't save or share a plan when the first type supports cost estimates and you switch to a type that doesn't.

Workia Release Notes (20241031.1)

Email Improvements:

• Added "Reply", "Reply All", and "Forward" options to the email component.
• Added an optional BCC field.

E-Signature Improvements:

• Completed documents stay visible as PDFs in the e-signature tab.
• Added a "Status" field to the document section for better tracking.
• Enhanced the details drawer to include the email address of the signer.

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.