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.
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. 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 › Add team member. Fill in their personal information, employment details, and onboarding process, then save.
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.
Guided Demo