This article walks you through how to start the onboarding process for new hires in Workstream.
The steps differ depending on your version:
Classic version: Has a dedicated Onboarding tab.
New version: Onboarding is part of the Team tab.
📌 Before you can onboard new hires, first change the applicant’s status to "Hired". This automatically tags them for onboarding.
Classic version
Newly hired employees will appear in the New list where you can start their onboarding.
Find the team member
In Team View, go to Onboarding.
Select the Overview tab.
In the New tab, find the employee you want to onboard, then select Start onboarding.
Start onboarding
Select the Onboarding process you want to take them through, then complete the following steps (these may vary depending on your setup):
Enter the Hired date and Start date.
Enter the Compensation details.
(Optional) Select a Manager.
Select an Employment type and Exception status.
Enter Additional pay.
Once all steps are completed, click Next, confirm the information, then click Confirm and Send Invitation.
The new hire will now receive both an email and a text message to start their onboarding. They will also be moved from the New to the In progress list.
New version
Newly hired employees will appear in the Waiting to onboard list where you can start their onboarding.
💡 The new version combines Active, Onboarding, and Offboarded employees in one place.
Find the team member
In Team View, select the Team tab.
Go to the Onboarding tab.
Find the team member you want to onboard, then Start onboarding.
Enter employment details
Complete the required fields (these may vary depending on your setup).
Select the Onboarding Process you want to take them through.
Select Preview, check the details, then Confirm.
Set up job and earnings details
Add job-specific details:
Tax entity (carried over from earlier step)
Job title (select from existing jobs or create new)
Workplace location
Enter the employee’s earning types and amounts. You can add multiple types.
(Optional) Use + Add another earning to include more earning types.
(Optional) Use Assign another job if the employee will have multiple roles.
Select Save.
Assign time off policies
Select from available policies in the dropdown menu.
Select Save when done.
The new hire will now receive both an email and a text message to start their onboarding. They will also be moved from Waiting to onboard to the In progress list.
All managers assigned to that hire’s location and department will also be notified by both email and text. If multiple managers are assigned, each one will get the notification, and any of them can complete the onboarding tasks for the new hire.
？What happens after you start onboarding?
Automatic Reminder: If the new hire hasn’t completed their onboarding within 48 hours, Workstream will automatically send a reminder. This reminder includes a breakdown of any tasks they haven’t finished.
Follow-up options: You can re-send the onboarding link anytime from the team member’s onboarding tasks to give them a quick nudge.
