Workia Release Notes (220250221.7)

Product Improvements:

• We have upgraded the new case profile for a modern modern look!

• Added an option to auto-complete tasks after a smart action.
• Added help info for calculating net incremental value in cost estimates.
• Moved reports to a dedicated page, accessible from the overview dashboard.
• Removed the "Go to Workia" button from the e-signature success screen.
• Added the ability to view audit history for checklist item changes.
• Integrated document sending to vendors when creating service orders with suppliers.

Fixes:

• Fixed an issue where brackets prevented merge documents from being created.

Workia Release Notes (20250214.7)

Product Improvements:

• Simplified case creation by using the standard case initiation wizard.
• Added net incremental cost to cost estimate summaries, showing relocation costs minus typical employee expenses.
• Enabled the inclusion of social security records in reports for mobility cases.
• Added the option to mark checklist tasks as Not Applicable (N/A) with visual indicators.
• Improved managing checklist types and SLAs.
• You can now report additional employee identifiers when the employee is the source.
• Added the ability to import and update multiple employee IDs for better management.

Fixes:

• Fixed errors when changing the location field for common locations.
• Fixed issue with reordering checklist items on a case.
• Fixed Outlook Add-in issue with adding new checklist items.
• Fixed custom case types not using the correct cost estimate template.
• Fixed checklist automation issue when creating a merge document.

Workia Release Notes (20250207.5)

Checklist Improvements:

• Tasks in checklists can now be allocated to different statuses (e.g. planning, active etc), making it easier to track progress through a status.
• The checklist automatically opens the status that is currently active and progress through the status is tracked by the number of tasks represented as bars below the title.
• Find out more about how to use the new checklist features here and let us know your thoughts!

💡More updates are coming to the top of the case screen, to provide a better idea of status and progress on a case.

Other Improvements:

• More employee IDs! Track multiple employee identifiers by clicking the list button next to the employee number.

• The case owner will now receive a notification when all parties sign a Docusign document.
• Date fields in merge documents now use the DD MMM YYYY format.
• Added pagination to reports for better performance with large datasets.
• You can now export charts in reports as images.
• Audit history has arrived in cost estimates (find it within the three dots when viewing a cost estimate).
• The default Tax Residency position for Switzerland Home Residency is now "yes" for long-term equalized templates.

Fixes:

• Fixed email threads not showing fully in PDF previews.
• Fixed an issue with list merge tags causing trouble by not deleting from templates.
• Fixed issue with extra contacts appearing when creating emails from templates.

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.

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.

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

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.

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)
​

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)
​
​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.