To build your team structure, start by adding both managerial and non-managerial roles.
Once a role is created and assigned, employees automatically receive the correct permissions and earning rates. This also simplifies payroll, as Workstream applies the right earning rate based on the assigned role—reducing manual entry.
To add a job role, go to Admin View › Jobs › select Add job.
Add a managerial role
When creating a managerial role, you'll need to specify the job title, responsibilities, and the permissions required for the role to manage others effectively.
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?".
Select Next.
Starting earnings
Add an earning type and the amount. You can add multiple earning types.
If your team needs flexibility in pay, consider setting placeholder or generic starting earning rates, then update them per employee as needed.
(Optional) Select ⨁ to add a new earning type.
Select Next.
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.
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.
Add a non-managerial role
When creating a non-managerial role, you'll define the job title, the team or manager they report to, and their responsibilities within the organization.
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?".
Choose the job the team members will report to.
Select the department.
Enter a job description.
Select Next.
Starting earnings
Add an earning type and the amount. You can add multiple earning types.
If your team needs flexibility in pay, consider setting placeholder or generic starting earning rates, then update them per employee as needed.
(Optional) Select ⨁ to add a new earning type.
Select Next.
Review
Double-check the information entered. If everything looks correct, select Save.
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.