Team members in Workstream are usually created when applicants are hired and moved into onboarding.
You can also add team members directly, either one at a time or in bulk. How you do this depends on your Team Management version.
Which version are you on?
Classic version: Has a dedicated Onboarding tab
New version: Onboarding is part of the Team tab
This article shows how to add team members in both the Classic and New versions of Team Management, including the required information and tips to avoid common mistakes.
📌 Access needed: You need the Import and delete workers permission to add team members. To bulk import in the new version, you also need Edit worker records and full access to sensitive worker information.
Classic version
Add multiple team members in the classic version
📌 The classic version doesn't support adding a single team member manually. Team members are created through the hiring process or by using bulk import.
Download the import template from Team View › Team › Add team members › Bulk import team members. The Add team members menu has only this one option. Fill out the required columns, then upload the file to Workstream. Review validation results and fix any errors before confirming the import.
New version
Add a team member in the new version
Go to Team View › Team tab, then select Add team member.
Complete the three sections:
Personal info: First name, Last name, Phone, and Email are all required.
Employment details: Which tax entity are they working for?, Workplace location, and Start date are required. Employment type is set to employee. Exemption Status, Employee Type, and Workers Comp Code are optional.
Onboarding Process (optional): Choose the onboarding process for this team member. Selecting one makes sure they receive email and text notifications prompting them to begin and complete their onboarding tasks. If you skip it, no onboarding notification is sent from this step.
Select Preview.
On Preview team member, check the details, then select Create.
On Employment setup, finish the remaining details and select Done, or select Finish later.
Add multiple team members in the new version
Go to Team View › Team › Add team member › Import team members. Download the Excel template, fill it out, upload the file, map the columns, resolve any value mismatches, then review and import.