To add the Direct Deposit module to your onboarding process, follow these steps:

STEP 1: From your Workstream dashboard, go to Onboarding.

STEP 2: On the left panel, select Processes.

STEP 3: Choose Create new process or select an existing process to edit.


STEP 4: Enter your Process Name, then Next.

STEP 5: Under Financial forms, select Direct Deposit Form. Continue.

STEP 6: Review your Basic Information module or Skip this task. Continue.

NOTE: The Basic Information module is added by default.

STEP 7: Toggle the button on if you wish to require new hires to enroll in direct deposit. Turning this setting off allows new hires to skip. Skip this task or Continue.

STEP 8: Review your tasks. You can also edit a task if necessary.

STEP 9: Choose Save.


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 at help@workstream.is.

Did this answer your question?