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Getting started with Workstream
Getting started as a hiring manager
Getting started as a hiring manager

First-time user guide to using Workstream as a hiring manager, managing applicants, and scheduling interviews.

Janina avatar
Written by Janina
Updated over a week ago

Hi hiring managers, this is your complete guide to Workstream. In here, you will find the most important information about Workstream, broken down into a step-by-step approach, just for you! 

Let’s get started! 

The Dashboard

Upon login in, you will be redirected to your Dashboard. On the left panel, is a list of all your interviews scheduled for the day. You can Add availability if you intend to add timeslots. This means your applicants will have more options to select a time for interviews.

On the next part of the screen, you can access two tabs related to interviews:

  • Interview completed - this tab provides information about the number of interviews you have already conducted

  • Waiting for an interview - this tab displays a list of applicants who are awaiting their scheduled interview.

Positions Page

The Positions page displays the different Positions that your company is hiring for.

NOTE: Every company has a different permissions set-up, hence, you may only be able to see applicants specific to your own location/ department.  

View Applicants You Are Interested In

On the left menu, go to the Applicants tab. Select the specific position that you are interested to look into or that you are currently hiring for. In here, you will see all applicants that have applied for that position in the different stages of the hiring flow.

View a Specific Applicant’s Profile

Just by selecting the applicant’s name, you will be able to see the applicant’s information, full history, add notes, and more.

Here is how you can do so. 

Different Stages of the Hiring Flow

These are the different stages of the hiring flow. Simply click on the stage that you are interested in to see the applicants in that particular stage.

Next, let’s dive into the important features that will prove useful for your day-to-day usage of Workstream. From filtering applicants to scheduling an interview with them, you can do so easily with Workstream!

Filter Button 

You can quickly filter for fitting applicants that suit the criteria that you are specifically looking for in that hire based on applicant tags, questions, or scores. 

Action Button 

Look for the three-dot menu (...) on the far right side of the applicant's name. With this really powerful button, you can move applicants around to any other stage within the hiring flow or even across positions or locations to one that you feel would suit the applicant better.

Gone are the days when you have to manually email or text applicants one by one. With Workstream, you can do this in bulk, where you can fully customize and add a personal touch to the message! Simply check the boxes beside the names of your applicants, then look for the Action button and select to send SMS or send email. This button will also allow you to Move to stage, Move to another position, Reject, Share applicant, or Print applicant.

Here is how.

Scheduling Tab

Easily set up and manage time slots for your interviews. Do take note that you must add time slots before moving applicants to the interview stage. After selecting the Scheduling tab, you will be brought to the master calendar.

You can either click on the time you wish to be available; or in the event that you need to choose more than one time click and hold on a starting time slot, then drag down to what time you wish to be available for interviews.

Under advanced settings, you can set for more than one applicant to come in for an interview time slot, etc. 

Here is an article to help you better make use of the scheduling feature.

Customize Your Notifications

You don’t have to be notified of every movement happening on Workstream, just get the relevant ones sent to your inbox!

Here is how. 

On the most right-hand corner of the dashboard, click on your user name for a drop-down menu and select Account. Then, on the left-hand side of this page, select the Notification settings. Simply select the specific applicant actions that you want to be notified of, via your email! 

Eg: If you want to be notified When a new applicant applies for a position, simply check that checkbox and you will receive a notification in your email inbox every time a new applicant applies!

Add Applicant Button

You can add applicants manually. You may be using another website or job board to source for applicants and you can add their details into Workstream so as to have one single platform to track your applicants.

Here is an article that will be useful.

For more articles and FAQs, we got you covered here

With this, you are now ready to hire faster and better, with Workstream! 

Want to talk to our support team? Look for the Intercom icon at the bottom right part of your dashboard and click on New Conversation or send an email to

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