Overview
The Workstream mobile app gives employees direct access to their work tools from a phone or tablet. This guide covers the full worker experience on mobile (phone), including navigation and every available section.
📌 What you see in the app depends on what your workplace has enabled. If certain sections are missing, your employer may not have activated those features.
Who Can Access This App
The Workstream mobile app can be downloaded by anyone, but the content and features you see inside the app will depend on your access level. To get the full worker experience, all of the following must apply to you:
You are an employee of a company that uses Workstream. Your employer must be an active Workstream customer. If you're unsure, check with your HR manager or supervisor.
You were sent an invite by your employer. You'll receive an invitation via email or text from Workstream once your employer adds you. Look for a message from Workstream in your inbox.
You have completed the invite/onboarding process. Follow the steps in your invitation to set up your account. You'll need to verify your email, create a password, and enter your name before you can log in.
📌 If you haven't received an invite, contact your HR manager or employer — they will need to add you to Workstream before you can access your workplace content.
Step 1: Sign Up or Log In
Open the app and tap Login. You'll land on the "Sign up or log in to Workstream" screen.
Enter your work email address and tap Next.
Check your inbox for a verification code, enter it, and tap Submit.
If prompted, set a new password. Your password must be at least 12 characters and a combination of numbers and letters or symbols. Tap Save.
Enter your First name and Last name, then tap Finish.
📌 Use the email you provided to your employer, or check your inbox for an invitation link from Workstream.
Navigating the Mobile App
On mobile phones, the app uses a bottom tab bar. It can show:
Ask AI — opens the Ask AI assistant (shown if your employer has turned it on)
Today — your daily home screen
Chat — team messaging, with an unread badge (shown if your employer has turned chat on)
More — grid of all other sections
Tap More to access: Schedule, Payroll, Benefits, Team, Form, Tasks, Time Clock, Time Off, My Info, and Help Center. Which sections you see depends on what your employer has turned on, and Payroll is hidden if My Info is active.
Tap Edit in More to drag sections between the tab bar and More. The tab bar holds up to 5 items, and Ask AI, Today, and Chat can't be removed.
📌 On tablets (iPad), navigation appears as a left sidebar. On phones, it is the bottom tab bar + More grid described above.
Today
The Today tab is your home screen. It shows the following cards:
Your next shift — displays the date, time, role, and location of your upcoming shift. Tap Clock in → to go directly to Time Clock when your shift is ready (it changes to Clocked in → or Clocked out → depending on your status). Tap the location name to switch locations.
Todo — lists your assigned tasks with due dates and assignee. Tap any task to open it. Shows "No more tasks" when all are complete.
Latest pay statement — shows your most recent pay statement. Tap View details → to open it.
Take a quick survey — optional feedback prompt. Tap Give feedback → to share your thoughts on the app.
Chat
If your employer has chat turned on, the Chat tab is your communication hub. The chat list includes:
Announcements — official announcements from your employer
System notification channels — dedicated channels for Time Off, Time Shift, Tasks, Payroll, and Notification updates
My Assistant — automated assistant messages
General - [Location] — location-wide team channel
Direct messages and group chats — conversations you're part of, with unread badges
Tap the + (compose) icon at the top-right to start a new chat. Search by name, or tap + New Group to create a group chat and select members.
Inside any conversation, the message composer includes an emoji button, a + attachment button (Album, Camera, Location, Time off, Task, Announcement, File, Shift Request), and a microphone button for voice messages. Tap the send (blue arrow) button to send.
Group chats show the group name, member count, and online count (e.g., "3 Members, 1 Online"). In Group info you can rename the group, view and add members via the + button, toggle Mute all members, toggle Pin to Top, or tap Leave group.
Payroll
Payroll is in the More grid. It contains these sections:
Set up — Basic info, payment, and Tax withholding. Tap to update your personal details, direct deposit, and W-4 preferences.
Personal info — Personal details and residence.
Payment information — Bank accounts and pay distribution.
Tax withholdings — Federal and state.
Pay statements — Tap to view and download your pay statements.
Tax Center — Tax Forms: W2s and 1099s, and FAQs. Tap to access your tax documents and common payroll questions.
Each section only appears if it's available for you.
Schedule
Access Schedule from the More grid. The Schedule screen (titled "Scheduling") shows your upcoming shifts in a list view. Use the toggle icons at the top-right to switch between list view and calendar view.
Each shift entry shows the date, time range (e.g., 9:00 am – 5:00 pm), role, and location. For your current shift, a Clock in now button appears. For upcoming shifts, a swap request icon is available on the right.
Form
Access Form from the More grid. The Forms screen shows all forms assigned to you, grouped by category (e.g., Extra, Finance, Operations, Performance, Workstream Internal). Tap any form to open and complete it.
Tasks
Access Tasks from the More grid. Your tasks are grouped by urgency:
Next 7 Days — tasks due within the next week, showing task name, due date, and assignee
More than 7 Days — tasks due further out
Use the location dropdown to narrow results. Tap the search icon to find a specific task. Tap any task to open and complete it.
Time Clock
Access Time Clock from the More grid, or tap Clock in → directly from the Today screen's "Your next shift" card.
When clocking in for the first time, you may see a "Confirm your current location" prompt. Tap Share location to allow location sharing during clock-in, or setup later to skip.
From the Time Clock screen you can:
Clock in to your scheduled shift
Select your role and location if prompted (a picker shows your assigned location with a WORKER badge)
Take a Break and end it when done; tap "Edit your break end time" if you forgot to end it
Clock out when your shift ends
📌 Your location is only shared at the moment you clock in. Workstream does not track your location after that.
Time Off & Availability
Access Time Off from the More grid. The Time off screen has two sections:
Availability
General availability — tap Edit to set your recurring weekly unavailability. This tells your manager when you cannot work so they can schedule you accordingly.
One-time unavailability — tap + to block off a specific date you cannot work.
Time off
Paid Time Off — shows your current PTO balance in hours. Tap to submit a time off request.
Resolved
Shows the history of your submitted time off requests. Filter by All statuses and All dates using the dropdowns. New users will see: "Your time off history will appear here after you submit a request."
Frequently Asked Questions
Q: What email should I use to sign up?
Q: What email should I use to sign up?
A: Use the email address you provided to your employer, or the one in your Workstream invitation email.
Q: What if I forget my password?
Q: What if I forget my password?
A: On the login screen, tap Forgot password? and follow the steps to identify your account, choose how to receive a code, and enter it. Then set a new password and tap Reset password.
Q: How is the mobile phone layout different from the iPad layout?
Q: How is the mobile phone layout different from the iPad layout?
A: On a phone, navigation uses a bottom tab bar with Today and More, plus Ask AI and Chat if your employer has turned them on. On an iPad, navigation is a left sidebar. The features are the same — only the layout differs.
Q: How do I clock in?
Q: How do I clock in?
A: Tap Clock in → on the Today screen's "Your next shift" card, or go to More → Time Clock. You may be asked to confirm your location when clocking in.
Q: How do I view my pay stubs?
Q: How do I view my pay stubs?
A: Tap More, then Payroll, then Pay statements to view and download your pay statements.
Q: How do I request time off?
Q: How do I request time off?
A: Go to More → Time Off. Under the Time off section, tap Paid Time Off to submit a request.
Q: What sections I see may differ from my teammates — why?
Q: What sections I see may differ from my teammates — why?
A: The features available to you depend on what your workplace has enabled. For example, if your employer does not use Time & Scheduling, the Time Clock or Schedule sections may not appear.
Need help? Contact your HR manager or reach out to Workstream Support via the Help Center in the app.