An onboarding process in Workstream lets you design a structured workflow for new hires. Starting with the required Basic Information module, you can add, configure, and rearrange tasks to fit your team’s needs.
Once saved in Admin View, the process becomes a repeatable workflow that keeps onboarding consistent and organized.
📌 You need the Manage onboarding permission to access Onboarding, and the Edit onboarding processes and onboarding documents permission to create or edit processes.
Here's how to create and make changes to one:
Create an onboarding process
In Admin View, go to Team Management › Onboarding › Onboarding Processes.
Click the + Create new process button in the upper right side.
Name processAdd a name to your Onboarding process. Click Continue.
Select tasksChoose the tasks you wish to include. The Basic Information module is required. Click Continue once done with your selections.
You can choose from: Basic Information (required), Form I-9, E-Verify, Form W-4, State tax withholding, Direct Deposit Form, WOTC, WOTC by Efficient Hire, Custom Form, Sign Onboarding Documents, and Sign Documents. ADP Workforce Now and Paychex appear if those integrations are connected.
Tip: Click the ⓘ symbol beside each module to know more about them.
Configure tasksSet up the Basic Information section of your Onboarding process. If you wish to retain the default selections, click Skip this task. Otherwise, click Continue.
Depending on how many tasks you selected in the previous section, you’ll have to also configure the next module after skipping or continuing the Basic Information step.
Review & SaveSelect + Add module to add more tasks, the pencil icon to edit a task, or the trash icon to remove it. Drag tasks to reorder them. Basic Information can't be removed or moved.
When you're done, select Save.
Make changes to an existing onboarding process
In Admin View, go to Team Management › Onboarding › Onboarding Processes.
Click the Menu bars icon (
) under the Actions column beside the Onboarding process you wish to modify.
You'll see Edit process, Delete process, and Duplicate process.
⚠️ Deleting a process doesn't affect onboardings already in progress. However, job postings set to start onboarding automatically with this process will lose that automation. Check your job postings before deleting.