Track recurring company events, such as payroll reminders or filing deadlines, at the company level. Events can be viewed in a centralized calendar, making it easier to see upcoming deadlines and recurring activities across the organization.

Company calendar

New stakeholder landing page to prioritize time-sensitive actions and opportunities while still providing full access to relevant case data, so stakeholders can quickly see what requires immediate attention and what options are available.

Enhanced stakeholder landing page

Support a formal approval process and multiple scenarios within a single plan. This allows teams to review, compare, and approve different move options before proceeding.

Move Planner Approvals and Scenarios

Bi-directional ServiceNow–Workia sync that automatically mirrors Incidents and Tickets, keeping statuses, categories, roles, comments, and activity history up to date so teams can work in their preferred tool without duplicate entry or workflow disruption.

Servicenow integration

Generate multiple compensation calculations or cost estimates across multiple cases in a single batch process. This allows teams to select several cases at once and create calculations or estimates efficiently, without needing to repeat the process case by case.

Calculation batches

Split how individual line items are paid within a compensation calculation. This allows a single compensation element to be allocated across multiple locations.

Compensation Calculations - Split Pay

A new "timeline view" feature designed to provide a clear overview of a case's progress focused on the key milestones. This view makes it easier for stakeholders to understand what is going on with a case.

Timeline view

Standard calculation reports will support additional header fields and allow users to select which header fields to include when generating a report.

Calculation Report Headers

Use prebuilt report templates as a starting point when building reports. These templates make it easier to quickly create reports with a standardized structure that can be customized as needed.

Report Template Library

Support for creating your own reports in advanced porting feature based on cost estimate in compensation calculation values.

Calculations report data source

Easily compare different calculations for hypothetical or real-world situations, helping you to easily identify the most cost-effective solution and evaluate unknown employee costs or simply compare costs when planning ahead.

Calculation Comparisons

Choose exact pages in merged documents for cover pages, inserts, or section breaks. This lets you define which pages are dedicated to covers or distinct sections so merged outputs have predictable pagination and layout.

Merge Document - Pages

Manage and visualize tickets using a Kanban board. Tickets are displayed by status, allowing teams to easily track progress and move work through each stage of the workflow.

Tickets Kanban

Checklist Improvements

Scenario-based guidance to help stakeholders select the appropriate case type and policy. The guidance is tailored to the details of the initiation, supporting more consistent and accurate case initiation.

Policy Selection Assistant

Ensure that employees have an easy-to-use experience when requesting remote work and create a standard process that funnels these requests directly to your team. This will help facilitate efficient approval processes and help ensure that the procedure is followed correctly.

Employee remote work request

Estimates vs Actuals Comparison

The Workia Add-in is the ultimate time-saver for global mobility professionals. It integrates case management and task tracking directly into your inbox, helping you manage assignments, relocation workflows, and international employee movement, without ever leaving Gmail. 

Gmail plugin

Set threshold triggers for business trips, create reports to analyse business trips 

Business trip analysis

Streamline the approval process with the ability to create configurable templates, ensuring consistency in communication and reducing the time spent on obtaining approvals.

Approval templates

Streamline the process for employees to submit case-related expenses and accurately track these expenses.

Employee expenses

Find the record you need quickly and efficiently with enhanced search capabilities that allow you to search through any type of record.

Global search

Increased control of tax calculations in cost estimates and compensation calculations

Additional Tax Positions

Calculate annualized compensation, including balance sheets and gross to net calculations.

Compensation Calculations

Cost estimate support for US State to State calculations

US Domestic Cost Estimates

Support for Mercer data to back cost estimate line item calculations

Mercer data in Cost Estimates

Ability to now receive milestone updates from your suppliers that use the Equus Ecosystem

Equus Ecosystem - Milestone updates

Enhance security by limiting access to cases and sharing them exclusively with designated users.

Restricted Access Cases + Sharing

Enhanced functionality to efficiently manage workloads by grouping multiple users into teams. Additionally, the ability to easily share records with a designated group for collaborative access and improved workflow efficiency.

Groups

Easily detect any compliance issues related to business travel with the help of automated rules and reporting.

Business Travel monitoring and alerts

Enable employees to accurately track and verify the timing of their business trips.

Employee calendar

Group cases easily and organize them using flexible tags.

Case Tags

Additional flexibility of who can see documents or comments within a case 

Enhanced Document and communications security

Stay on top of potential process issues with an easy-to-view overview for cases, approvals, services, and more.

Compliance Dashboard

Improved user experience for the Workia Outlook Plugin, featuring upgraded functionality and enhanced intelligent case matching.

New Outlook Plugin Experience

Easily access Workia's mobile apps with one sign-in using SSO.

Mobile Application SSO

Stakeholder initiators have the ability to view and provide updates for the cases they have initiated.

Stakeholder initiator expanded view

Receive automated updates from your suppliers on key milestones.

Integration Supplier Milestone Updates

Receive automatic notifications for important events that demand your attention, such as upcoming passport expiration dates or modifications to a case's start and end dates.

Automated alerts

Monitor case progress by tracking the key milestones for each specific case type.

Milestones and progress tracking

A new mobile app designed specifically for the mobility team to easily check on the status of a case and provide quick updates.

Mobility Mobile App

Improved user experience providing a clear, real-time view of case progress, including any missed steps in previous phases.

Checklists progress summary by status

Use your own Airinc data subscription to create cost estimates instead of the Workia out of the box data set.

Use your own cost estimate data subscription

The pivot data feature allows you to transform multiple report rows into separate columns, flattening data for easier analysis, aggregation, and visualization. 

Advanced reporting pivot data

Increased flexibility during the initiation process to collect additional required information from stakeholder

Additional data collection in initiations

Attach multiple supporting documents when sending an e-signature request.

Multiple documents in a single e-signature document

Enable employees and stakeholders to select which specific benefits they would like within policy allowances.

Flexible benefit choices

Stay informed and in control with our advanced tracking system that allows for a comprehensive view of all record changes. Easily access the history of changes made for increased transparency and accountability.

Record History Tracking

An enhanced PDF report that includes additional line item details, a user-friendly format, and a polished, professional appearance.

Updated CE PDF Report

Introducing a new role with equivalent privileges to that of a stakeholder, while also having additional rights to create new case requests and plans.

New Stakeholder Initiator Role

Employees will be given country specific information about the locations they are traveling to. 

Enhance employees' travel experience by equipping them with detailed information on their upcoming destinations.

Employee location guides

Enhanced functionality for grouping checklist items by type to facilitate effective management and reporting. Furthermore, the incorporation of SLAs allows for efficient tracking of completion time.

Checklist types and SLA tracking

Allow users to create merge documents that include e-signatures and send for signature via common applications such as DocuSign and adobe sign

E-signature (DocuSign + others)

Prevent confusion for email recipients when sending communications from Workia by connecting your Gmail account. Emails will be sent directly from your usual address and automatically tracked in Workia for your convenience.

Gmail integration

Equus Ecosystem Connection

Explore the complete breakdown of tax calculations for a cost estimate.

Tax detail report

Increased flexibility within cost estimates:

Cost estimate line item improvements

Keep up to date with the latest features in Workia and learn about what we are working on next.

Welcome to the Workia Roadmap