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.

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.