Welcome to the Workia Roadmap

Keep up to date with the latest features in Workia and learn about what we are working on next.
Recently Released 🚀
Available Soon (within 1 month)
Coming Soon (2-4 months)
Planned
Under Consideration
Calculation batches
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.
Timeline view
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.
Calculations report data source
Support for creating your own reports in advanced porting feature based on cost estimate in compensation calculation values.
Merge Document - Pages
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.
Checklist Improvements
Automatically start and assign a task based on conditions
Automatically set due dates
Assign owners to subtasks
Assign owners based on role
Assign groups to a task
Policy Selection Assistant
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.
Gmail plugin
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.
Employee expenses
Streamline the process for employees to submit case-related expenses and accurately track these expenses.
Global search
Find the record you need quickly and efficiently with enhanced search capabilities that allow you to search through any type of record.
Additional Tax Positions
Increased control of tax calculations in cost estimates and compensation calculations
Compensation Calculations
Calculate annualized compensation, including balance sheets and gross to net calculations.
US Domestic Cost Estimates
Cost estimate support for US State to State calculations
Mercer data in Cost Estimates
Support for Mercer data to back cost estimate line item calculations
Equus Ecosystem - Milestone updates
Ability to now receive milestone updates from your suppliers that use the Equus Ecosystem
Restricted Access Cases + Sharing
Enhance security by limiting access to cases and sharing them exclusively with designated users.
Groups
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.
Business Travel monitoring and alerts
Easily detect any compliance issues related to business travel with the help of automated rules and reporting.
Employee calendar
Enable employees to accurately track and verify the timing of their business trips.
Case Tags
Group cases easily and organize them using flexible tags.
Enhanced Document and communications security
Additional flexibility of who can see documents or comments within a case
Compliance Dashboard
Stay on top of potential process issues with an easy-to-view overview for cases, approvals, services, and more.
New Outlook Plugin Experience
Improved user experience for the Workia Outlook Plugin, featuring upgraded functionality and enhanced intelligent case matching.
Mobile Application SSO
Easily access Workia's mobile apps with one sign-in using SSO.
Stakeholder initiator expanded view
Stakeholder initiators have the ability to view and provide updates for the cases they have initiated.
Integration Supplier Milestone Updates
Receive automated updates from your suppliers on key milestones.
Automated alerts
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.
Milestones and progress tracking
Monitor case progress by tracking the key milestones for each specific case type.
Mobility Mobile App
A new mobile app designed specifically for the mobility team to easily check on the status of a case and provide quick updates.
Checklists progress summary by status
Improved user experience providing a clear, real-time view of case progress, including any missed steps in previous phases.
Use your own cost estimate data subscription
Use your own Airinc data subscription to create cost estimates instead of the Workia out of the box data set.
Advanced reporting pivot data
The pivot data feature allows you to transform multiple report rows into separate columns, flattening data for easier analysis, aggregation, and visualization.
Additional data collection in initiations
Increased flexibility during the initiation process to collect additional required information from stakeholder
Multiple documents in a single e-signature document
Attach multiple supporting documents when sending an e-signature request.
Flexible benefit choices
Enable employees and stakeholders to select which specific benefits they would like within policy allowances.
Record History Tracking
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.
Updated CE PDF Report
An enhanced PDF report that includes additional line item details, a user-friendly format, and a polished, professional appearance.
New Stakeholder Initiator Role
Introducing a new role with equivalent privileges to that of a stakeholder, while also having additional rights to create new case requests and plans.
Employee location guides
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.
Checklist types and SLA tracking
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.
E-signature (DocuSign + others)
Allow users to create merge documents that include e-signatures and send for signature via common applications such as DocuSign and adobe sign
Gmail integration
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.
Equus Ecosystem Connection
Integrate with your suppliers via the Equus Ecosystem of over 70 suppliers
Tax detail report
Explore the complete breakdown of tax calculations for a cost estimate.
Cost estimate line item improvements
Increased flexibility within cost estimates:
New line items
Additional inputs for existing line items
Ability to rename line items at a template level