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:
📌 Access needed: 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 › Company Settings › Jobs.
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:
|
Permissions | Lists the permissions the managerial role can manage for their team, specifically related to job and pay information. |
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. |
Assigned members | Displays the employees assigned to the managerial role, including their assigned locations. |
History | Tracks significant events related to the role. The table shows the Date, User, and Event, and you can filter it by:
|
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. |
Assigned members | Here, you can see which team members are assigned to this role, including where they are located. |
History | Tracks significant events related to the role. The table shows the Date, User, and Event, and you can filter it by:
|
FAQs: Job types
Q: Why is pay automatically added when I assign a job during onboarding?
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. You can still adjust the amounts before saving. Any adjustment only applies to that team member.
If you don’t want Workstream to apply earning rates automatically, here’s how to turn it off for a specific job role:
Go to Admin View and find Company Settings.
Select Jobs, then select the Job title you want to edit.
Go to the Starting earnings section.
Turn off the Status toggle for any earning type (e.g., hourly, salary) you don’t want assigned automatically. If your page shows the hourly and salaried earnings templates instead, leave the amount blank for any earning type you don’t want assigned. If no earning rate is set, new hires won’t have earnings assigned during onboarding, and you’ll need to enter it manually.