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 Add new module, select Direct Deposit Form as your module type.

STEP 6: Choose Add Direct Deposit Form.

STEP 7: Under the Preview module, ensure that Step 1: Employee will fill the form is ticked.

STEP 8: Choose Save and go back.

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

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