Workia
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Getting started with Workia

Get started quickly with Workia

Workia is built to work from day one. No long setup, no heavy implementation — just log in and start managing mobility. Load your historical and active cases at no cost, so everything is in one place from the start.

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Live in 1 week
Guided data load
24/5 in-app support
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The Getting Started with Workia plan

Share this one-page plan with your team or stakeholders to show exactly how quick and easy going live is.

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Your path to go-live

One week from prep to live

A guided week of preparation, then you're running real cases. Everything else — integrations, supplier connections, deeper configuration — comes when you're ready.

WEEK 0

Prep + load

Work with us to review your data, confirm priorities and prepare your setup in Workia.

  • Review existing data
  • Agree priorities, case types and user access
  • Guidance on preparing data for import
  • Screen-share support during data upload
WEEK 1

Go live

Start using Workia immediately and adapt your setup as you go, with ongoing support from the Workia team.

Works out-of-the-box
Case trackingChecklists & tasksTicketsCost estimatesCollaboration toolsExpense managementPlansDashboardsApproval workflows
WHEN YOU'RE READY

Configure & connect

Once you're live, add integrations and supplier connections at your own pace.

  • Integrations
    HRIS (Workday, SAP SuccessFactors, Oracle HCM), DocuSign, SSO, ServiceNow — self-service in minutes.
  • Supplier connections
    Connect to 80+ Equus Ecosystem suppliers, or request a new one.
Data concierge

Move your data in three simple steps

Our Data Concierge helps you move from spreadsheets to Workia quickly — whether you do it yourself or want guided support via screenshare.

1

Import your team

Upload a spreadsheet or paste your team list directly into Workia.

Learn how
2

Set up case types

Create your own case types or use Workia's out-of-the-box options.

Learn how
3

Import employees and cases

Import your existing employee and case data from a spreadsheet in minutes — and keep adding more whenever you need.

Learn how
Configure as you go

Adapt Workia as you go

Workia is fully functional from day one. There's no hurry to do everything at kick-off — click to configure whenever you're ready. Rough times below are from real customer setups.

Email templates
15 mins each
Document templates
20 mins each
Checklists
1 hr / case type
Cost estimate templates
30 mins each
Compensation calculations
30 mins each
Ticketing
15 mins
Reporting
10–30 mins each
Plans
30 mins each
Email integration
~2 mins*

*Email integration may require IT approval.

Most popular configuration changes

Case types

Rename Workia case types, copy them, turn them off, or add your own. It's the most popular configuration change teams make.

Checklists

Add tasks, group by status, rearrange, include subtasks, set SLAs, add milestones and automate key actions.

Learn more
Services

Manage what matters to your case. Enable and disable services per case type in a couple of clicks.

Cost estimate templates

Edit out-of-the-box templates or add your own AIRINC and Mercer subscription data.

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Compensation templates

Override or remove items and default values. Plug in your own AIRINC or Mercer subscription data.

Learn more
Plans

Edit planner steps for each move type so they fit your business processes.

Learn more
Document & email templates

Create templates with merge tags. Upload your current templates to get started fast.

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Connections

Connect Workday, Oracle, SAP SuccessFactors, Outlook, Gmail, DocuSign and 80+ vendors via the Equus Ecosystem.

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Reports

Configurable reports combining multiple data sources, filters, columns and visualisations.

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Tickets

Add, remove or modify ticket types, tags, statuses and SLAs to match your workflow.

Learn more
What makes Workia so easy

Built to work from day one

Out-of-the-box functionality

Workia has been built to work immediately, with no setup required.

Configure as-you-go

Adjust checklists, move types and templates whenever you want.

Help at hand

In-app chat and screenshare help you solve any issue.

Streamlined import

Guided steps and templates make data loading effortless.

Always available

Data concierge is available for onboarding and ongoing data updates.

No project team required

No consultants, no capex project — you own your rollout end to end.

Ready to make global mobility easier?

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

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