The Immigration Role is a user type in Workia designed for immigration resources responsible for managing and overseeing immigration-related processes within cases. This role is designed to provide focused access to information for handling immigration tasks,
Users with this role can view and interact with specific sections of the case details screen, enabling them to focus on their core responsibilities effectively.
📘This article provides an in-depth overview of the Immigration Role. If you need to learn how to change a user's role, check out this article for more information.
Assigning an Immigration user to a case
For Administrator users only: After a user has been assigned to an Immigration Role, add the user under the Contacts section within the relevant case that you want them assigned. When an immigration user is assigned to a case, they will see all their assigned cases on the My cases.
The Immigration user Landing Page
Users with a Immigration role can access the following functions in the landing page:
Ticket Creation
View everything needing your attention:
Complete assigned Checklist tasks
Review pending Approvals
Sign Documents(if assigned tasks requiring them to do so)
Upload documents(if assigned tasks requiring them to do so)
View Cases if they are assigned as a contact.
Actions
Immigration users 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.
What can an immigration user do in a case?
Immigration users can view cases when they are assigned as a contact. Actions and tasks in the case that are assigned to the Immigration user can be viewed and completed here.
Case Summary
This section provides an overview of the case. The information here is view-only to maintain data integrity.
Actions & Tickets Section
Tasks that are assigned to the Immigration user will be the only tasks displayed here.
Only tickets assigned to the user will be visible and editable. Immigration users can edit the ticket title and description, change the ticket status, change the ticket type, change the tags, and set a due date.
General Information
Immigration users can view all general information, but modifications are restricted.
Services
Only the service card relevant to the Immigration Role is enabled and positioned at the top. All other service cards are disabled to keep the focus on immigration-related tasks.
Within a service card, an Immigration user can change the status of the service, add an external contact, collaborate with the team members through comments, and upload documents.
Communications
Immigration users can write comments in a case record but will be visible to anyone. Sending of emails is not allowed.
Employee
This includes access to the employee's personal details, passport, and other pertinent information. Immigration users can only post a comment on a passport record.
Family Section
Immigration users can view the employee’s family details, including marital status and family size, but cannot edit this information.
Compensation Section
Annual Base Salary: Immigration users can view the annual base salary details. While they cannot edit this information, they can leave comments and upload relevant documents.
Allowance Tab: This tab is also view-only, with options for adding comments, uploading documents, and creating tickets from the associated record.
Payroll Tab: Similar to the Allowance tab, this is view-only with capabilities for commenting, document uploads, and ticketing.
Immigration
Immigration users can fully manage and edit the case's immigration records to handle all immigration-related details.
Organization Info - Cost Centers Tab
Found under Organizational Info, this tab allows viewing of cost centers but restricts edits.
Tickets
Only tickets assigned to the user will be visible and editable. Immigration users can edit the ticket title and description, change the ticket status, change the ticket type, and requestor, change the tags, and set a due date. Immigration users can also leave comments and attach documents.
Shared with me
Immigration users users can view shared items like move plans, cost estimates, compensation calculations and approvals in one place.
