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. You can also load your historical and active cases at no cost, so everything is in one place from the start.
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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.
Import your team
Upload a spreadsheet or paste your team list directly into Workia.
Set up case types
Create your own case types or use Workia’s out-of-the-box options.
Import employees and cases
Import your existing employee and case data from a spreadsheet in minutes — and keep adding more whenever you need.
Configure as you go
Workia is fully functional from day one, we recommend using Workia and changing it as you go. It’s quick and easy to make changes: No project plans, no complex instructions, just click away, whenever you’re ready.
Most popular changes are:
Case types
Rename Workia case types, copy them, turn them off, add your own. It’s the most popular configuration thing to do.
Checklists
Add tasks, group by status, rearrange, include subtasks, set SLAs, add milestones and automate key actions.
Services
Manage what matters to your case! We made it simple to enable and disable services that you need for each case type.
Cost estimate templates
Edit the out of the box templates, to remove items or default values. Add your own AIRINC. and Mercer subscription data.
Compensation calculation templates
Edit the out of the box templates, to override or remove items or default values. Add your own AIRINC. or Mercer subscription data.
Plans
Add and edit the existing planner steps for each move type to better fit your business processes.
Document & email templates
Create templates with merge tags for emails and documents. Upload your current templates to get started quickly.
Connections
Connect to Workday, Oracle, SAP SuccessFactors, Outlook, Gmail, DocuSign, and 80+ vendors through the Equus Ecosystem.
Reports
Create fully configurable reports. You can combine multiple data sources, apply filters, adjust fields, rearrange columns, and choose how you want to visualize the results.
Tickets
Add, remove, or modify ticket types, tags, statuses, and set SLAs to match your workflow.
What makes Workia so easy?
Out-of-the-box functionality
Workia has been built to work immediately, with no setup required.
Configure as-you-go
Adjust settings like checklist configuration, move types, and templates when you want to.
Help at hand
In-app chat and screenshare help you solve any issue.
Streamlined import process
Guided steps and templates make data loading effortless.
Always available
Data concierge is available for onboarding and ongoing data updates.