Workia's Planner offers an instant, detailed, step-by-step plan for a move, based on your business process. Allowing you to quickly share mobility processes with line managers and the business.
Planner also includes a high level cost estimate to provide a quick illustration of the costs.
How do I use the Planner?
Begin by selecting the type of move you are considering by clicking the "What type of move are you considering?" button in the upper left corner.
Begin by selecting a Case Type and filling out the Origin and Destination countries for the plan!
💡Note: If you wish to view an estimated cost breakdown based on the information you provide, select the Include Cost Estimate checkbox. Upon selection, the input fields related to the Cost Estimate will become available for you to complete.
Once filled out, the Planner will generate a plan that covers immediate actions, pre-move tasks, on-location support, and follow-up procedures depending on the duration and the country selected. A summary of the cost estimate will also appear if the option is selected.
Saving
Saving a plan for future reference is easy! After creating a plan, simply click on Save and you're done!
💡Note: Don't forget to add a title to your Plan before saving!
To access your previously saved plans, click on Saved Plans. This will open a list of all saved plans.
Sharing
To share access to team members, click on Share. Fill in the required details whether it is a employee or an existing one. This will share the plan with the recipient via email!
You can also remove access by clicking on the ... button and then Delete!
Comments
Users can collaborate and add comments to the plan by clicking on the Comments button on the top right of the plan.
