💡Only Admin and Mobility users can initiate services on a case.
Global mobility services and supplier management is crucial for each of your employee's moves! Workia lets you do this in a simple and straightforward way! ✈️
To get started, open up a case. Scroll down or use the navigation options on the left to access the Services of a case.
To add a supplier or services click on the "+" button to open the Supplier Directory.
Available Suppliers/Services
Move Management
Immigration
Medical
Tax
Social Security
Compensation
Managed Service
Destination Services
Initiating a service
To initiate contact with a supplier, click on "Initiate" to get started. This will automatically create a page for that specific supplier/service.
In this page you'll find:
Summary
Contacts
Communications
Documents
Supplier Service Initiation Automations
You can setup automations when initiating a Service in a case. To get started, click on your Profile Icon and go to Settings.
Select Automations and click on "+". Next, scroll down and click "Select" on the Supplier Initiation card.
Add your automation details and click "Save".
💡Note: Learn more about Automations here.
Sending an Email from a Service Email Template
Supplier Initiation automations can now send emails using predefined email templates. When configuring the Automation, simply select the desired template from the available list.
💡Note: Email templates cannot be edited within the automation. During execution, the system validates that all required template fields are available.
If any required information is missing, the template email is will not be sent. Instead, the user who initiated the service receives a generic notification explaining that the initiation email could not be sent due to missing information and that it must be sent manually.
Deleting/Changing a supplier
To delete or change a supplier, simply navigate to the Services section. From there, you'll see your chosen suppliers. Click on the "..." button on the supplier to access the Delete option.
💡Note: Only users with an Admin role can delete Services.
Clicking on "Dismiss" removes the suggested service from the case.
Supplier search bar
An easy way to look for a supplier. Type in keyword to look for one on the list!
💡Note: Don't see a supplier you're looking for? Refer to this article!