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.
📌 You need the Create and manage users permission to create jobs.
To add a job role, go to Admin View › Company Settings › 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 Company Settings › Jobs.
Select Add job.
Enter the following details:
Job details
Enter a Job Title (required).
Select Yes for Is this a managerial job? (required).
(Optional) Under Which job does this report to?, choose the managerial job this role reports to.
(Optional) Choose the Department for this job.
(Optional) Enter a SOC Code (Standard Occupational Classification code).
(Optional) Add 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.
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
On the Managerial permissions step, choose what this job can manage about their teams. People managers oversee direct and indirect reports. Both permissions are on by default:
Manage job and pay: View and edit all data under the job and pay tab.
View job and pay information: View without edit access (last 4 digits of the payment account number).
Turning on Manage job and pay also turns on View job and pay information and locks it, since editing requires viewing. You can also change these later from the job profile.
Select Next.
Review
Double-check the information entered. Select Edit on a card to go back to that step. 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 Company Settings › Jobs.
Select Add job.
Enter the following details:
Job details
Enter a Job Title (required).
Select No for Is this a managerial job? (required).
(Optional) Under Which job does this report to?, choose the managerial job the team members will report to.
(Optional) Select the Department.
(Optional) Enter a SOC Code (Standard Occupational Classification code).
(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.
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. Select Edit on a card to go back to that step. 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.