Workia's Plans offer 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.
Plans also include a high level cost estimate to provide a quick illustration of the costs.
How do I use Plans?
To start using Plans, simply click on Plans in the website header.
Click on "+" to create a new plan!
Select a Case Type and fill out details such as:
Origin and Destination Countries
Start and End Dates
Salary and Currency
Family
💡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, Plans 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.
💡Note: Social Security and Immigration guidelines for supported countries are also provided when creating plans! Click here to view the list of Supported Countries for Immigration and Social Security Information.
Saving Plans
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!
Saved plans are listed in the landing page for easy access.
Sharing Plans
To share access to team members, click on the Share Button. A preview of the plan will be shown for review. Click on Share and 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 resend the Plan by clicking on Resend. You can also remove access by clicking on "..." and then Delete!
Comments on Plans
Users can collaborate and add comments to the plan by clicking on the Comments button on the top right of the plan.
Plans and Tickets
Click on the Tickets Button to:
Create a Ticket from a Plan by selecting Open details and clicking on Add ticket.
Link the Plan to a ticket by selecting Link to an existing Ticket.
💡Note: Click here to learn more about Tickets!