Workia

Case Summary and Employee Information Overview

Workload Board

Data Concierge

Unable to find your city in the location picker?

Automations - alerts and notifications

Custom Data Collection in Initiations

HR Collaborators can be given flex choices when creating new move initiations

Enabling Flex Choices in Initiations

Business Trip Tracking

Carlo Arazas

Oliver Trundley

Case Management

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

Manage mobility on the go with the Workia Mobile App!

Workia Mobility App

Setting the Default Case Owner

Case Tags

Importing Data

Arranging items in lists

Accepted file types for file uploads

Who is responsible for deleting data when it's no longer required?

Data Retention and Deletion

Data and Documents

Company Documents Overview

Creating a merge document

How do I add a logo to documents?

Managing documents on a case record

Marking documents for the AI Policy Query

Documents

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

How to delete employee records along with associated cases.

Deleting Employee Records (+Associated Cases)

Employee Management

How do I manage case approvals?

Approvals

Checklists

Adding Types and SLAs to Checklist Tasks

Updates

Roadmap

Find answers and get help from Intercom Support and Community Experts

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