⚠️ Right now, team members can only be added one at a time. If you need to upload a large number of team members, reach out to our Support team or your Workstream point of contact to submit a custom request.
Follow these steps to manually add a team member:
Go to the Team tab
In Team View, select the Team tab.
Add a team member
Select Add team member. This opens a new window where you can enter their details.
Fill out their information
Personal information
First Name
Last Name
Email
Phone
Employee Type
Exemption Status
Which tax entity are they working in?
Workplace location
Start Date
Jobs and earnings
Job title
Workplace location
Default earningsWhile not required, it's recommended to add at least four common earnings types to cover standard pay scenarios: Hourly/Salaried, Overtime, PTO, and Sick. Adding these early helps prevent missing pay categories when you start running payroll.
Assign another job (if needed)
Benefits
Policies
Can’t find the policy you need? Learn how to create one.Workers Comp Code
SOC Code
Select Save and Continue.