The Team page in Workstream organizes your workforce into Active, Onboarding, and Offboarded tabs. Each tab provides tools to track progress, resolve payroll or compliance issues, and export records.
This makes it easy to manage employees at every stage of their journey, from new hire to exit.
📌 If your Team page shows a Needs attention filter instead of Action Required, you're using the latest version of the Team page. Some menu names and labels may differ slightly from the ones described in this article.
Some actions, such as exports and status updates, only appear if you have permission to edit team member records.
Change a team member's status (Active or Offboarded)
Sometimes, you might need to change a team member’s status yourself. Here’s when and how to do that:
Make team members active
You can manually mark someone as Active from the Onboarding tab. This is useful if:
They've completed onboarding outside of Workstream.
You’ve confirmed all required documents and steps are done.
⚠️ Before marking someone as Active, make sure they’ve completed all onboarding requirements. If you use Workstream Payroll, missing info (like payment details or tax forms) could prevent them from being paid on time or cause payroll errors.
Go to the Team tab
In Team View, go to Team Management › Team.
Go to the Onboarding tab.
Find the team member you want to make active.
Making team members active
Updating a team member
Select the three-dot menu ••• on their row, then Mark as active member. A Mark as active? window asks you to confirm. Select Mark as active.
Updating multiple team members
Select the boxes next to the team members you want to make active.
From the Bulk actions dropdown menu (it appears once you select rows), select Update status to Active.
📌 Bulk actions can include Assign documents, Update status to Offboarded, Update status to Active, Export summaries (.csv), and Export document packets (.zip). The status options only appear if you can edit team member records.
Offboard team members
Go to the Team tab
In Team View, go to Team Management › Team.
Go to the Active or Onboarding tab.
Find the team member you want to offboard.
Offboarding team members
Offboarding a team member
Select the three-dot menu ••• on their row, then Offboard team member.
Set [Name]'s last day of work (required).
Under Did they complete onboarding and start work?, choose whether they never officially started work or started work, but will no longer be employed.
Under Would you recommend them for rehire? (required), choose Yes or No based on your experience.
If yes: If Talent Network is turned on, you can select their strengths under What were their best attributes? (optional).
Either way, you can add an Offboard note (optional).
Select Offboard.
Offboarding multiple team members
Select the boxes next to the team members you want to offboard.
From the Bulk actions dropdown menu, select Update status to Offboarded.
Set their last day of work. The date applies to everyone you selected, and you can change it for each person. Select Next.
(Optional) Add an offboard note.
Select Confirm and offboard.
Reactivate an offboarded team member
If someone has been offboarded and you want to bring them back, there are two ways to do it. Which option you use depends on whether you are using Workstream Payroll or not.
Option 1: Rehire them properly (recommended for most customers)
If you’re not using Workstream Payroll, the cleanest way to bring someone back is to rehire them as if they are a new hire. This option ensures that:
The new start date is tracked correctly
You can assign onboarding tasks
Records stay clean and trackable
Here's how:
Re-add them as an applicant.
Mark them as hired.
Assign a new onboarding process.
Option 2: Mark them as Active again (required for Workstream Payroll customers)
If you're using Workstream Payroll, don't re-add the person as a new applicant. Instead, reactivate their original profile. This avoids duplicate payroll records and prevents onboarding from breaking when payroll details are re-entered.
Here's how:
Go to the Offboarded tab, then find the team member’s terminated profile.
Select the three-dot menu ••• and choose Mark as Active.
In the Mark offboarded worker as active window, enter a new Start Date for this team member (required), then select Mark as active. You can then select View their profile or Done.
Go to the Active tab, then find the team member.
💡 Onboarding guidance:
If the team member completed an onboarding process in the past, you can click to view the completed process and either restart it or assign a different one.
If the team member never completed onboarding, help them update their information and assign the required documents to sign.
Manage active team members
The Active tab on the Team page shows all team members who are currently employed and ready to work. When someone finishes all their onboarding tasks, their status automatically changes to Active. This means they’re fully set up and can start working right away.
A: Action Required | Use the Action Required filter (Filter table by type) to quickly spot and fix issues with your active team members. These issues may affect payroll, compliance, or team member records, so it’s important to resolve them as soon as possible.
Here are the types of issues you might see:
🔴 Immediate action required Fix these right away to avoid payroll delays or compliance risks:
⚠️ Attention needed Review and update these soon to keep your team data accurate and up to date:
You may also see Duplicate phone or email, Manage employee setup, and Missing team locations. |
B: Search & Filters |
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C: Team Management Options (•••) |
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D: Issues Indicators |
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E: Action Menu (•••) | Click the three-dot menu ••• on a team member’s row to:
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Manage onboarding team members
When you mark an applicant as Hired, their status will automatically change to Onboarding. This means they’re starting the steps needed before they officially join your team.
You’ll find these team members in the Onboarding tab. From here, you can start their onboarding process and monitor their progress.
A: Status Overview |
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B: Action Required | Use the Action Required filter to quickly spot and fix issues with your active team members. These issues may affect payroll, compliance, or team member records, so it’s important to resolve them as soon as possible.
Here are the types of issues you might see:
🔴 Immediate action required Fix these right away to avoid payroll delays or compliance risks:
⚠️ Attention needed Review these soon to keep your data accurate and up to date:
You may also see Duplicate phone or email, Manage employee setup, Missing team locations, and Onboarding tasks assigned to you. |
C: Search & Filters |
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D: Team Management Options (•••) |
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E: Onboarding Progress | Shows how far each team member is in their onboarding tasks. Progress is displayed as “completed / total assigned” — for example, 2/3 means 2 out of 3 required tasks are complete. If the progress shows 1/1 completed but a warning icon still appears, it usually means payroll onboarding is still pending. Even though the standard onboarding modules are done, payroll setup still needs to be completed.
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F. Issue Indicators |
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G: View Tasks | Takes you to the team member’s onboarding task page, where you can:
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H: Action Menu (•••) | Click the three-dot menu (•••) next to each team member to:
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Manage offboarded team members
The Offboarded tab provides a historical view of all team members who are no longer active. It’s useful for tracking past team members, managing rehire eligibility, and exporting documentation for records or audits.
A: Search Bar | Use the search bar to find team members by name, email, or phone number. |
B: Team Management Options (•••) |
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C: Eligible for rehire |
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D: Action Menu (•••) | Click the three-dot menu (•••) next to each team member to:
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