Case Management
Case Summary and Employee Information Overview
Workload Board
Data Concierge
Unable to find your city in the location picker?
Automations - alerts and notifications
Additional Information Data Collection in Initiations
Enabling Flex Choices in Initiations
Business Trip Tracking
How to create a new case?
Deleting a Case
Updating the case status
Configuring company case types
How do I manage my case policies?
Tracking actual costs in a case record
Company Info Overview
Managing tax compliance on a case record
Workia Mobility App
Setting the Default Case Owner
Case Tags
Restricted Access Cases
How do I search for an employee?
Managing employee details on a case record
Managing family/dependent details on a case record
Managing allowances on a case record
Managing immigration details on a case record
Managing social security details on a case record
Managing organization information on a case record
Payroll tracking on a case record
Workia Employee App Overview
Accessing the Workia Employee App
Managing Employee Identifiers
Deleting Employee Records (+Associated Cases)