Workstream lets you give managers controlled access to manage only their direct reports. Assign a managerial role, link their account, and configure permissions so they can update jobs and pay without seeing peers or higher-level staff.
Managers also get Teams and Permissions tabs plus a My team only filter to focus on their assigned team in order to maintain compliance, protect data, and streamline oversight.
📌 Access needed: Before you proceed, make sure the Payroll manager has a user account created in Workstream. This ensures they can log in to hr.workstream.is and access the necessary tools.
Add a managerial job
To set the appropriate access and permissions for managing a team, start by creating a managerial role. After the role is set up, you'll need to assign it to the team member and configure their permissions and access based on their responsibilities.
Assign a managerial job to the team member
A team member can be assigned multiple jobs, each at a different location, as long as all jobs belong to the same EIN. During the assignment, default earning rates are pre-populated but can be adjusted. Here's how to assign a job to a team member:
From team view, go to Team Management, then Team.
Go to the Active or the Onboarding tab.
Find and select the manager's team profile.
Go to the Job and Pay tab, then navigate to the Jobs section.
Select Assign job.
Specify the following:
Job details and default earnings
Managerial permissions and locations they can manage
Link a team member profile to a Workstream user
The Link Team Profile feature helps you manage admin permissions and ensure everyone has the right access. By linking admins to team member profiles, they can manage team data without risking changes to their own personal information, like payroll or benefits. This gives them the tools to manage the team while protecting their own details.
Follow the steps in the Link a team member profile to a Workstream user article.
Restrict managers to view and update only the jobs and pay of their direct reports
To ensure that managers can only manage their direct reports' job and pay details, uncheck the "Manage team members' job and pay" permission.
This is important because Workstream user permissions work alongside managerial permissions. If this permission remains enabled, the manager will be able to access job and pay details for all team members in their assigned locations, including peers and higher-level managers.
Go to the Permissions tab, then scroll down to the Payroll management section.
Uncheck the "Manage team members' job and pay" permission to make sure managers can only manage their direct reports' job and pay details.
Review a manager's team and permissions
Team members with one or more managerial roles will see two additional tabs on their employee profile: Teams and Permissions. Here's how to review them:
From team view, go to Team Management, then Team.
Go to the Active or the Onboarding tab.
Find and select the manager's team profile.
Go to the Teams or Permissions tab.
Teams: The team tab will show the list of their direct and indirect reports based on the job hierarchy and team location assignment
Permissions: The permission tab will allow a Super Admin or the person's manager to view and update the person's managerial job permission and team location assignment
Filter to the "My team only" view to see only direct reports
Managers can switch their team view to "My team only" to manage team members who report directly to them.
They can also view their team from the perspective of any of their managerial roles. For example, if they hold both a GM and Head Chef role, they can switch to the GM view to see only team members who report to their GM role.
From team view, go to Team Management, then Team.
Go to the Active or the Onboarding tab.
Select the three-dot menu ••• in the team members' list, then turn on My team only.