Data load

Loading data into Workia

It's simple to switch from spreadsheets to Workia. Here's what happens when you upload data into Workia.

Watch how importing data into Workia works.

No setup required

Load your cases and immediately gain the following

Everything below works out of the box the moment your data is in Workia.

No more searching for documents. Plus add comments and share securely.

Use checklists or create tasks manually. Assign owners, set due dates, add comments, view progress.

Set reminders for tasks on a case.

Visualise your data with AI analytics, or use the dashboard for out of the box reports.

Cost estimates work out of the box, pre-stocked with AirInc and Mercer costing and allowance data, plus Equus tax engine data.

Enter details, send to anyone, get an auditable, trackable approval process. No setup required.

Centralise all your key documents in the document hub. Pull them into emails, or share to users securely.

Tag colleagues in comments, add notes to a case and easily see case progress.

All cases have a reportable status.

Every case has an owner, every task has an owner. All supplier service requests are tracked and owned.

Workia is secure, cloud based, backed up and Microsoft hosted.

See Workia in action. Book a guided walkthrough or jump straight into a self-serve product tour.