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

Estimates vs Actuals Comparison

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

Generate simple payroll statements / instructions documents

Payroll statements / instructions

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

Additional data collection in initiations

Automatically synchronize your SAP data to Workia for active cases.

SAP Integration

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

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

Flexible benefit choices

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

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

Improved process/milestone tracking

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

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

Compliance Dashboard

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

Ensure that your case checklist stays up to date with the latest case type configuration. You can choose to update each case individually or update all open cases with just one click.

Automatic checklist refresh

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

Business trip analysis

Updated onboarding process to seamlessly guide you through the transition from using spreadsheets to utilizing Workia in just a few simple steps.

Data Concierge

Advanced reporting allows users to generate comprehensive reports and charts on all tables within the system. Reports can be created from scratch or with the assistance of AI

Advanced Reporting

Increased flexibility within cost estimates:

Cost estimate line item improvements

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

Employees can easily access their records and make updates directly from their mobile devices using the convenient Workia mobile app.

Employee mobile app

Give providers, other teams access to parts of Workia on an edit or read only basis

Third party access

Users can effortlessly access, review, convert to PDF, and share case documents using our customizable merge templates at the company level.

Merge document PDF and sharing

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