We highly recommend employees use the Workia Employee App which is available from the Apple App Store or Google Play Store for a wider selection of features and more interactive experience.
View a click through demo of the Workia Employee App here: https://clickdemo.workia.com/employee-app
Alternatively, Employees can also access Workia from the desktop.
Getting Started
Before everything else, an employee needs to be invited to Workia or has an existing Workia account. You can invite an employee to Workia by hovering over their Employee Profile Icon in a case and clicking on "Invite to Workia".
💡Learn more about sending an employee invite to Workia here.
The Employee Landing Page
The Employee landing page provides an overview of everything that requires your input.
Here, Employees can:
Create tickets
View and complete tasks
View associated cases (generally their own case, but may include previous cases or cases they are overseeing as a manager)
Actions
Employees can view the list of tasks assigned to them in the Actions screen. Here, they can complete tasks without having to open a case every time.
Cases
Employees can view cases they are associated with. Actions and tasks in the case that are assigned to the Employee can be viewed and completed here.
Employees can:
Add comments in the Communications section
Upload documents
Edit some employee details
Add passports
Edit family details and add dependents
Add expenses
Add trips
Trips
Employees can create Trips to log and track business travel.
Create a Trip by clicking on "+".
💡Learn more about Business Trip Tracking here.
Tickets
Employees can create and view tickets they've raised or been assigned to. This allows them to request support, share updates, or flag issues.
Click on "+" to create a ticket!
Shared with me
Employees can view shared items like move plans, cost estimates, compensation calculations and approvals in one place.
