This article explains how jobs in Workstream define employee pay by setting earning types (hourly, salaried, PTO, sick pay) and rates.
📌 Job roles must be set up first before they can be assigned to your team. Only roles that have been created will appear for assignment.
Assigning the right jobs ensures payroll runs accurately and automatically, without manual entry. You’ll also learn how to manage job statuses as employees move between roles or leave, keeping payroll clean and up to date.
How jobs affect payroll calculations:
Assign jobs to employees: Every employee must have a job assigned to be paid correctly. If they work multiple roles or locations, each one will have its own earning rate
Set pay rates correctly: Choose whether the job is hourly or salaried. Salaried employees earn a fixed amount per pay period, while hourly employees are paid based on hours worked. These rates apply automatically in payroll
Manage job status: Activate or deactivate jobs as employees change roles or leave. This keeps payroll up to date and prevents inactive jobs from being used
To manage an employee’s jobs, go to their Profile › Job and Pay tab › Jobs section.
Assign a job and earning rates to an employee
Assigning a job ensures that an employee is paid correctly based on their role and location. Follow these steps to assign a job:
Accessing the employee's profile
Go to Team View, then Team.
Find the employee you want to assign a job to, then select their name to open their profile.
Go to the Job and Pay tab, then scroll to the Jobs section.
Select Assign job.
Assigning a job
Choose the appropriate Job title from the dropdown menu.
Select the Workplace location where the employee will work.
Setting earning rates
Select the applicable Earning type from the dropdown menu. Options may include Hourly, Salaried, Sick, PTO, and other earning types.For salaried exempt employees who work across multiple locations (e.g., area managers or regional managers), you must enter their full annual salary for each location they manage. This ensures accurate payroll processing, as the salary is correctly divided between locations when hours are entered into payroll.
Enter the correct Amount for each earning type.
Use the plus ⨁ button to add additional earning types if needed.
(For managerial jobs) Setting the applicable permissions and locations they can manage
Select the managerial permission(s).
Set the location(s) they can manage.
Select Save.
Update earning rates for an employee
You can update an employee’s earnings by activating or deactivating earning types and adjusting rates as needed. Changes made here apply only to the selected employee and will not affect other employees.
Accessing the employee's profile
Go to Team View, then Team.
Find the employee you want to assign a job to, then select their name to open their profile.
Go to the Job and Pay tab, then scroll to the Jobs section.
Select the three-dot menu ••• next to the job you want to manage, then Manage job earnings.
Managing job earnings
Activate or deactivate earning types
Toggle the switch on to activate an earning type.
Toggle the switch off to deactivate an earning type.
Update earnings rates
To change a rate, first deactivate the existing earning type.
Select Add earning to add a new earning type with the updated rate.
Select Done to apply the changes.
Activate, deactivate, or set a primary job for an employee
An employee’s primary job is their main role and can’t be deactivated. If you need to deactivate it, you’ll first have to assign a different job as their primary role. You might need to activate, deactivate, or add jobs for several reasons, including:
Location changes: When an employee moves to a different work location, updating their job helps make sure payroll and taxes are handled correctly for that new location.
Role changes or promotions: If their job duties or title change significantly, adding a new job keeps everything accurate.
Multiple roles: Some employees work in different departments or positions, so you might manage multiple jobs to track what they’re doing.
Temporary projects or assignments: When employees take on short-term work, you can deactivate their regular job and add the temporary one.
Here’s how to deactivate, activate, or set a job as primary:
Go to Team View, then Team.
Find the employee you want to assign a job to, then select their name to open their profile.
Go to the Job and Pay tab, then scroll to the Jobs section.
Select the three-dot menu ••• next to the job you want to manage.
Manage job earnings: Deactivate/activate a job earning, as well as add a new one
Deactivate or Activate: Deactivate or activate job earnings
Set as primary: Set a job as primary
Import jobs and earning rates
Import team member jobs and earnings using a CSV file to avoid typing everything by hand. The system will add new jobs and earnings, but won’t change what’s already there.
Download and prepare the Employees Report file
📌 Before you start, make sure all workplace locations where team members work are already set up under your Payroll Entity. This is important for the import to work correctly.
Download the payroll team members Report
In Team View, go to Reporting, then Reports.
Go to the Payroll tab.
In the All Reports tab, select team members Report.
Select Export, then Export now. This downloads the report and saves the file to your device.
Prepare the Excel template
After exporting the team members Report, the next step is to prepare the 'Import Job Earnings' template. You'll copy the information from the team members Report you downloaded into this template. Follow these steps to download and prepare the template:
Go to the Team tab, then select the dropdown arrow (⌄) next to Add team member.
Select Import job earnings.
On the Upload a File window, select Download Excel template at the bottom-left corner.
Open the team members Report file you exported in Step 1. Then, copy the following details from the report:
First Name and Last Name from the respective columns
team member Identifier from the 'CheckHQ team member ID' column
Populate all columns for each team member.
Save the file so you can import it later.
Upload and import your job earnings
Go to the Team tab.
Select the dropdown arrow (⌄) next to Add team member, then Import job earnings.
Upload the upload the import file.
Map the columns, then edit "Workplace identifier" values.
Resolve the missing data, if any.
Start the import process.