Setting up job roles in Workstream helps define each team member’s responsibilities, access, and pay. Once a role is created and assigned, employees automatically get the correct permissions and earning rates. This also simplifies payroll, since Workstream applies the right earning rate based on the assigned role.
You can create both managerial and non-managerial roles to match your team structure.
To add a job role, go to Admin View › Jobs › select Add job.
Add a managerial role
Managerial roles are for team members who manage others. When creating one, you’ll set the job title, responsibilities, and permissions needed to manage a team.
Go to Admin View, then Jobs.
Select Add job.
Enter the following details:
Job details
Give the job a title.
Select Yes for "Is this a managerial job?".
(Optional) Choose the job this role reports to.
(Optional) Choose the department for this job.
(Optional) Add a description.
Select Next to continue.
Starting earnings
Starting earnings are set using earnings templates, which apply to all team members assigned to this job. Individual earnings can still be adjusted later from a team member’s profile.
Earnings are grouped by type, allowing you to set up hourly and salaried earnings separately. You may fill out one or both templates, depending on how the job is used.
Note: Entering earnings in one group will disable conflicting fields in the other group to prevent overlapping pay structures.
Hourly earnings template: Enter the basic rate for any earning types you want to apply. Leave others blank if they don’t apply to this role.
Salaried earnings template: Enter the annual amount for applicable earning types.
Select Next to continue.
Permissions
Select the permissions you want to assign to team members in this job. These permissions will apply in addition to the existing Workstream user permissions.
Select Review.
Review
Double-check the information entered. If everything looks correct, select Save.
Add a non-managerial role
Non-managerial roles are for team members who report to managers. You’ll set the job title, team, and responsibilities.
Go to Admin View, then Jobs.
Select Add job.
Enter the following details:
Job details
Give the job a title.
Select No for "Is this a managerial job?".
(Optional) Choose the job the team members will report to.
(Optional) Select the department.
(Optional) Enter a job description.
Select Next to continue.
Starting earnings
Starting earnings are set using earnings templates, which apply to all team members assigned to this job. Individual earnings can still be adjusted later from a team member’s profile.
Earnings are grouped by type, allowing you to set up hourly and salaried earnings separately. You may fill out one or both templates, depending on how the job is used.
Note: Entering earnings in one group will disable conflicting fields in the other group to prevent overlapping pay structures.
Hourly earnings template: Enter the basic rate for any earning types you want to apply. Leave others blank if they don’t apply to this role.
Salaried earnings template: Enter the annual amount for applicable earning types.
Select Next to continue.
Review
Double-check the information entered. If everything looks correct, select Save.
❔ What's next?
After adding the job role, it will be available for assignment to your team. Follow the instructions in this article to ensure each member is assigned the correct job role.