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Get started with job roles and reporting structures

Updated over a month ago

The Jobs feature in Workstream helps you set up job roles, reporting lines, and pay structures for your team. It’s designed to organize roles and automate pay rates based on assignments.

This article contains the list on how to:

📌 To use this feature, you must have the Create and manage users permission. If you don’t have access, contact your Super Admin.

The Jobs page is accessible in Admin View.


Job role types

When creating jobs, you can define two types of roles:

  • Managerial roles: These are for positions that oversee a team or department. Managers can have direct reports and access to sensitive team-related information, such as job and pay details

  • Non-managerial roles: These roles are for employees who report to a manager. They don’t have direct reports and typically focus on specific tasks assigned within their department

The managerial job profile

Managerial jobs involve overseeing a team or department and delegating tasks. These roles require access to team information, including job and pay details. Here’s what a managerial job profile looks like in Workstream:

Managerial job type section

Details

Jobs managed

This section lets you see all the jobs under a management role:

  • Job title: Shows the list of job titles reporting to the managerial role

  • Level(s) below: Displays the hierarchical structure, showing how many levels exist below this role

  • Assigned members: Indicates the number of team members assigned to each subordinate role

  • Status: Highlights whether the subordinate roles are active or inactive, with options to manage the status via the action menu (•••)

Jobs managed tab for managerial roles

Permissions

Lists the permissions the managerial role can manage for their team, specifically related to job and pay information.

Permissions tab in a managerial role

Starting earnings

Displays all earning types and their corresponding amounts for this role. The earning types set here act as the default rates but can be adjusted individually in each employee's profile if needed.

Starting earnings tab in a managerial role

Assigned members

Displays the employees assigned to the managerial role, including their assigned locations.

Assigned members tab in a managerial role

History

Tracks significant events related to the role, such as:

  • Job creation or detail updates

  • Status changes (activation or deactivation)

  • Adjustments to earnings or permissions

  • Job assignments or reassignments

History tab in a managerial role

The non-managerial job profile

Non-managerial roles are for employees who focus on specific tasks and responsibilities without overseeing others. Here's a simple breakdown of what you'll see when managing a non-managerial job profile in Workstream:

Non-managerial job type section

Details

Starting earnings

Displays all earning types and their corresponding amounts for this role. The earning types set here act as the default rates but can be adjusted individually in each employee's profile if needed.

Starting earnings tab for a non-managerial job profile

Assigned members

Here, you can see which team members are assigned to this role, including where they are located.

Assigned members in a non-managerial role

History

Tracks significant events related to the role, such as:

  • When the role was created or updated

  • Changes to the role's status (active or inactive)

  • Adjustments to earnings or job assignment

History tab for non-managerial role


FAQs: Job types

Q: Why is pay automatically added when I assign a job during onboarding?

A: When you assign a job role to a team member, Workstream automatically applies the default starting earning rates set for that role. This helps keep payroll data consistent and reduces manual setup during onboarding.

If you don’t want Workstream to apply earning rates automatically, here’s how to turn it off for a specific job role:

  1. Go to Admin View and find Company Settings.

  2. Select Jobs, then select the Job title you want to edit.

  3. Go to the Starting earnings section.

  4. Toggle off any earning types (e.g., hourly, salary) you don’t want assigned automatically. If no earning rate is set, new hires won’t have earnings assigned during onboarding, and you’ll need to enter it manually.

Starting earning.png

Q: When was the Jobs feature released?

A: The Jobs feature started rolling out in December 2024. It lets you create and manage job roles, set reporting lines, and automatically apply pay rates when roles are assigned. This is available to Workstream Payroll users on the new HR experience.

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