Estimates vs Actuals Comparison

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

New Outlook Plugin Experience

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

Compliance Dashboard

Receive automated updates from your suppliers on key milestones.

Integration Supplier Milestone Updates

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

Employee calendar

Generate simple payroll statements / instructions documents

Payroll statements / instructions

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

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

Global search

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

Enhanced Document and communications security

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

Milestones and progress tracking

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

Mobile Application SSO

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

Business trip analysis

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

Mark a case as VIP for added security, restricting access to specific team members.

Confidential/VIP Cases

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

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

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

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

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

Additional data collection in initiations

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

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

Business Travel monitoring and alerts

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

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

Updated CE PDF Report

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

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