Welcome to the Workia RoadmapKeep 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
Checklists progress summary by status
Improved user experience providing a clear, real-time view of case progress, including any missed steps in previous phases.
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
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.
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.
Automatic checklist refresh
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.
Data Concierge
Updated onboarding process to seamlessly guide you through the transition from using spreadsheets to utilizing Workia in just a few simple steps.
Advanced Reporting
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
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
Employee mobile app
Employees can easily access their records and make updates directly from their mobile devices using the convenient Workia mobile app.
Third party access
Give providers, other teams access to parts of Workia on an edit or read only basis
Merge document PDF and sharing
Users can effortlessly access, review, convert to PDF, and share case documents using our customizable merge templates at the company level.
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Checklists progress summary by status
Checklists progress summary by status

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