Workstream's employee profile centralizes key HR details, making it simple to manage accurate and up-to-date records for your team. Each tab is designed for a specific purpose, from storing personal information and job details to tracking payroll and time off.
With tabs like Personal, Job and Pay, Time off, Pay statements, Documents, Post-tax deductions, Benefits, Teams, Permissions, History, and Additional Information, you can store essential data, manage payroll and benefits, monitor changes, and capture custom fields.
📌 Which tabs you see depends on what your employer has turned on and your permissions. Teams and Permissions only appear on a manager's profile, and Teams is only shown to Super Admins. Additional Information only appears when the team member has custom field values.
To open a profile, go to Team Management › Team and select a team member's name.
Personal
Store key identity and contact details, including emergency contacts and employment verification.
Personal: identity details
Address
Emergency contact
Employment Verification: the Form I-9 card, which includes Fill in Supplement B
Job and Pay
Set up a team member's job role, pay structure, and tax details.
Employment details, followed by their jobs and earnings
If payroll is turned on: Payment Method (direct deposit), Tax Information, and Post-tax Deductions
Time off
Track and manage PTO, sick leave, and other time-off policies. Easily view balances and adjustments.
Pay statements
View a history of pay periods, hours worked, and earnings.
Documents
Store and manage HR and tax-related documents.
Post-tax deductions
Review the team member's post-tax deductions.
Benefits
Manage team member benefit enrollments, track contributions, and make updates as needed.
Teams
On a manager's profile, Super Admins can see the manager's direct and indirect reports.
Permissions
On a manager's profile, see and update their managerial permissions and team locations. A warning icon appears on the tab when team locations are missing.
History
See Record of events related to [name], a log of updates made to the profile, including changes to documents and employment details. You can filter it and search it.
Additional Information
Track custom fields created for team management.
Profile actions
At the top of the profile, you may see buttons such as Rehire, View tasks, and Start onboarding, depending on the team member's status. The three-dot menu (•••) can include:
Send app invite
Share onboarding link
Change process, Restart process, Skip process, or Mark as active, depending on where they are in onboarding
Export summary (.csv) and Export document packet (.zip)
Copy profile link
Open Payroll setup link
Offboard team member
Each section also has its own edit (pencil) icon, shown based on your permissions.