Hey Hiring Managers!

This is your complete guide to Workstream. Here, you will find the most important information about Workstream, broken down step-by-step, just for you!

Step 1: Dashboard

Step 2: Company

Step 3: Account Settings

Step 4: Positions

Step 5: Applicants

Step 6: Messages

Step 7: Analytics

Step 8: Scheduling

Have an overview of your day, application statistics, and messages on the Dashboard.

Upon logging in to your Workstream account, the first page you will see is the Dashboard, where top-priority information or updates are summarized for convenience.

Here is what you can see and do in the Dashboard:

This section is the entire list of the businesses that are under one company. You may separately manage each brand by clicking on its icon.

This section summarizes how many applicants applied, how many were hired, and how many new positions were added during the previous week. You can see the 'to' and 'from' dates of the summary on the top right part of the panel.
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Clicking on New applications and New hires sends you to the Applicants tab, while the Positions posted to the Positions tab.

On the left side panel, your interviews/appointments for the day, as well as the next, are listed. You can also add a new time slot by clicking on Add Availability.

Clicking on an appointment leads you to a more detailed summary containing information such as the applicant's name, and the position they applied to.

If you wish to Request reschedule, Mark complete, Mark as no-show, or Cancel, click on the button showing the applicant's appointment status.

Update your company description and logo at any time.

It's very important to have the company's description, and logo up to date as this information will be visible on all the job postings done by your company.

a. From your Workstream dashboard, go to the Company tab.

b. Under the Company Settings, go to the Career pages.

c. Select your brand name. If you only have one brand, proceed to step 4.

d. Look through your Brand Introduction, Logo, and Industry.

e. Enter the information you need to update under each header. The Text-to-Apply cannot be edited as it is system generated by default.

f. Select the Click to Upload to change your company logo.

g. Select Save to update your changes.

Add your own careers page banner and FAQ through Workstream and draw more attention from applicants

This feature allows you to customize your careers page with Workstream. You can add an image with vibrant colors or fun photos as your banner to draw applicants' attention to your job ad. You can also briefly share the benefits of working with your company.

a. Log in to your Workstream account then go to the Company tab.

b. Under Company Settings, select Career Pages.

c. If you have multiple brands, select the brand that you wish to update.

d. Scroll down to Career Page.

e. Upload your career page images that will serve as your page banner.

f. Update your Career page FAQ. Each field should have at least a minimum of 150 characters.

g. Click "Save" and you're all set!

h. Do the same steps for the other brand/s.

Manage your new users and customize their roles. Super admins can now add a user and assign their user permissions based on Super admin, District Manager, General Manager, and Assistant Manager roles.
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​a. From your Workstream dashboard, go to "Company".

b. Under "Company Settings", select "Manage Users".

c. Choose "Add a User".

d. Enter the new user's personal details such as first and last name, email, and phone number. Choose "Next".

e. Select the new user's role. You can also add a new role by going to the "Roles and Permissions" page. Then, "Next".

f. Assign the locations the new user needs to access. You can also turn on the button to give access to all locations. Then, "Next".

g. Review the functions/permissions the new user is allowed to perform based on the role selected. You can also customize the permissions.
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h. Choose "Save".

Update permissions for all users at the same time instead of individually.

The default roles on Workstream (Super Admin, District Manager, General Manager, and Assistant Manager) have set permissions that can be updated anytime. Once you update permissions for a role, it will be applied to all users assigned to that role.

a. On your dashboard, go to "Company".

b. Go to "Roles and Permissions".

c. You will see a list of the existing roles in your account. You may edit these by clicking on the three dots relevant to the role:

d. On the popup, go to "Permissions".

e. You may allow or remove permission by either checking or unchecking the features.

f. Save the changes you made.

Note: This will affect all existing as well as new users. You may still edit permissions for individual users in Company Settings > Manage User.

Allow or restrict access to users based on location and/or department.

Workstream allows you to set access for each user so that they will only be able to view positions or departments that they handle, as well as receive notifications based on these two factors.

a. From your Workstream dashboard, go to "Company".

b. Under "Company Settings", select "Manage Users".

c. Select the employee that you wish to grant access to.

d. Under the Actions column, click on the edit icon.

e. Go to "Access to locations" tab.

f. Turn on the button to give the employee access to all locations. Otherwise, mark the applicable locations/department to grant the employee access.

g. Choose "Save".

Keep track of your staff's login and know who doesn't login at all.

a. From your Workstream dashboard, go to "Company".

b. Select "Manage Users".

c. Go to the second column "Last visit" to see your staff's last login.

Should you have further concerns or need assistance from one of our Chat Support Teams, please follow the following steps:

a. At the bottom right corner of your screen is a speech bubble, click on it to expand.

b. Under Start a conversation, click on Send us a message.

c. Type in your concern and send it to initiate a conversation. A representative will respond to you shortly. The conversation will serve as your support ticket.

Note: To minimize the chat window, click on the arrow down icon below it.

Super Admins can reset a user’s password through the Company tab.

​a. Go to "Company".

b. Go to "Manage Users".

c. Look for the user whom you are resetting a password for.

d. Under "Actions", select "Reset password".

e. Click on "Reset" to send the user an email with the instructions on how to log back in.

This section is where you can find information about your email address, phone number, and changing password.

If you want to edit your email address and you are a Super admin, you can simply edit your email information by following the steps here and clicking Personal Info to update. If you are NOT a Super Admin, you have to ask permission from your Account administrator to give you an access

Having an updated phone number in the account is important, especially if a user opted to receive text message notifications, all types of users are allowed to add, edit or delete their own phone numbers. Follow these steps if you wish to add, edit or delete your phone number:

​a. From the left menu, select the gear icon.

b. Select "Account".

c. Under "Account Settings", go to "Profile".

d. Choose edit beside the "Phone number".

e. Enter your phone number, then choose "Update".
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f. To delete your phone number, follow the same steps then delete the existing phone number. Choose "Update".

NOTE: Your phone number is used only for notifications, so applicants will not see it.

Lastly, you can change your password at any time.

a. From the left menu, select the gear icon.

b. Select "Account".

c. Select "Profile".

d. Choose "Change Password".

e. Enter your old and new passwords. Choose "OK".

How to access and how to configure the Scheduling settings.

4. Calendar Integration

Connect your Google or Outlook calendar with Workstream so you can see all your meetings in one place. Here’s how you can link your Workstream calendar with your Google/Outlook Calendar:

a. Log in to your Workstream account then select the gear icon located at the very bottom of the left menu.

b. Select "Account".

c. Under "Account Settings", select "Scheduling".

e. Scroll down to "Google Calendar Integration". Sign in with your Google account.

f. Choose "Allow" when asked for permission.

g. A confirmation will appear as below. Choose "OK".

h. Make sure that the displayed calendar is the same as the one connected to your Google Calendar account.

NOTE: To check if your Workstream calendar has been linked to your Google Calendar successfully, go back to your Google Calendar. Refresh the page and a newly added Workstream Calendar should appear.

a. Repeat Steps 1-3 from the Google Calendar Integration steps.

b. Scroll down to "Outlook.com Calendar Integration". Choose "Sign in with Outlook".

c. Enter your Outlook account login details.

d. Scroll down and turn on "Sync to Outlook Calendar".

e. If you have added your team members' calendars to your Outlook account, select whose calendar from your Outlook list you want to see in your Workstream schedule. Simply go to "Displayed Calendars" and choose the corresponding checkbox.

f. Refresh your "Outlook calendar" and you will see that a new "Workstream Calendar" has been created.

NOTE: If you want to disable the time slots that has conflict with your Outlook calendar, turn on Conflict Avoidance located below the Displayed Calendar.

Workstream allows you to receive notifications as well as the applicant's profile in PDF directly via email.
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​a. Select the gear icon from your Workstream dashboard.

b. Select "Account".

c. Select "Notification settings".

d. Review the details under the "Notification set-up". If you need the phone number changed or deleted, simply go back to Profile and edit your phone number.

e. Under "My notifications", switch the toggle on to enable the notifications you want to receive via email or SMS.

If you want to receive the applicant's profile in PDF form directly in the email notifications, go to the Include applicant PDF column and mark the corresponding checkbox.

Follow the steps below to integrate your career page with Workstream:

STEP 1: Go to the Sourcing tab > from the Careers page and click Change.

STEP 2: Select all the brand, location, and position you intend to share.

STEP 3: Copy the link and paste it to your company's website.

For example, when you go to Coupa Cafe's (one of Workstream's clients) career site and click on their Apply button, you will automatically be redirected to their Workstream's career page and there you will see a list of all their published positions.

Connect your Workstream application portal's URL to your website’s career page for a seamless job-posting experience.

The Text-to-Apply feature can be used as a poster, a brochure, or a flyer - another great way to let people know that your company is looking to hire more people.

a. Go to "Sourcing", then select "Create poster or business card".

b. Click Change, select the Brand, location, and position this poster will be used for. Choose your desired template. The same template will be applicable for both your "Text to apply poster" and "business card". You can also download the QR code and include it in your own poster.

c. Adjust your colors. Choose a primary brand color and secondary brand color.

c. Customize your hiring poster. There are three types of text-to-apply posters that you can use.

d. Choose your desired template. The same template will be applicable for both your "Text to apply poster" and "business card".

e. If you want to make your own poster, simply select "Download QR code". The QR code will generate a .jpg file which you can copy and paste into your own poster.

f. Adjust your colors. Choose a primary brand color and secondary brand color.

g. Preview your text to apply for a poster and business card by clicking the arrow button on the preview image.

h. Select "Download poster and card".

NOTE: You may still go to a particular location or position and generate a text to apply poster using the Share position/s button.
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Social media has become a huge part of the hiring process and your followers are your strongest source of loyal applicants and future employees.

Share a job post on different social media platforms such as Facebook, Twitter, LinkedIn, Messenger, Google, or Whatsapp.

a. Go to the Sourcing tab, then scroll down to Social media.

b. Check the boxes located at the far right side of the brand, location, and position you intend to share, and click Select.

NOTE: You need to be logged in to your social media accounts to take this action.
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The quality of talent is always high when hired through an internal recruitment method such as employee referral.

a. Go to Sourcing > under Referrals, click Start your referral program.

b. Select the brand, location, and position you intend to share then click Next.

c. Create your message, enter the email address or mobile number and click Send message.

With Workstream, you can easily unpublish/republish your postings depending on your hiring needs.

a. Log in to your Workstream account, then go to "Positions".

b. Click the arrow down button next to the brand name to select a location.

c. Under the "Status" column of the intended position, select the arrow down button.

d. Under "Share position", turn on/turn off the "Published" button to publish/unpublish.

NOTE: This can't be done if the intention is to refresh the job posting. Refreshing your job posting too often is not recommended to avoid being flagged down by Indeed.
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The number of applicants depends on a job description's exposure, and here is where the Workstream job boards feature comes in.

a. Go to Sourcing tab > under Free job boards, click Publish now.

STEP 2: Select the brand, location, and position you intend to post then click Next.

STEP 3: Toggle ON to publish a job posting to that particular job board and click Done.

NOTE: Publishing can take up to 24 hours.

We’ve updated our Add/Edit Position page to provide you a more efficient experience when creating a job post, while also gathering information that is most valuable to job boards and increasing visibility for your postings.

a. Job Details

b. Job Post
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c. Preview Job Post
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Does this affect existing published positions?

Nothing will happen to existing published positions. However, you can edit a position to add or update with the new information we ask for to boost the posting’s visibility.

Does this affect the Job Boards and Hiring Process sections?

The ‘Job Boards’ and ‘Hiring Process’ sections are unchanged, though they are re-organized in the flow to be more intuitive to the overall job posting process.

Does this change guarantee more applicants?

If you add as much information as possible to the job posting, it will increase the visibility of the job postings on job boards such as Indeed, meaning there is a higher chance of more applicants.

What are the new fields?

Do you have to fill out all these fields?

We’ve made most of these fields optional. However, it is best practice to provide thorough and accurate information.

Adding screening questions to your hiring process helps in determining whether applicants are a good fit for the role they are applying for.

a. Log in to your Workstream account then go to the Positions tab.

b. If you have multiple brands, select your brand name. Otherwise, proceed to step 3.

c. Click the drop-down arrow to select a location.

d. Select a position then click the three dots located in the last column.

e. Select Edit Position. You can also click the position name to go to the Edit job summary page.

f. Go to Stages.

g. Select the stage where the question is at.

h. Scroll down to the bottom of the form. Select Add question.

i. Choose the question type (e.g. short answer, paragraph answer, file upload, etc.).

j. Select Add once done.

Smart screening questions differ from the regular screening questions for it automatically filters and rejects an applicant if they are unfit for the position they applied for.

NOTE: The option to add a smart screening question is available only in the Application form and Form stages.

a. From your Workstream dashboard, go to the Positions tab.

​b. If you have multiple brands, select your brand name. Otherwise, proceed to step 3.

c. Click the drop-down arrow to select a location.

d. Select a position then click the three dots located in the last column.

e. Select Edit Position. You can also click the position name to go to the Edit job summary page.

f. Go to Stages. Select the Application form or Form stage.

g. Scroll down and select Add question.

h. From the question type, select the Smart screening.

i. Enter your smart screening question. It must be answerable by yes or no only.

j. Set the condition for rejection depending on the ideal answer to the question you provided.

k. Select Add.

In certain cases, it may be necessary to modify a pre-existing question, either as a result of an error or to incorporate necessary updates.

To edit screening questions, follow the steps below:

a. Log in to your Workstream account then go to the Positions tab.

b. If you have multiple brands, select your brand name. Otherwise, proceed to step 3.

c. Click the arrow down button next to the brand name to select a location.

d. Select a position then click the three dots located in the last column.

e. Select Edit Position. You can also click the position name to go to the Edit job summary page.

f. Go to Stages.

g. Select the stage where the question is at.

h. In each question, you will see a pen and paper icon or edit icon. Select it and edit the question.

h. Click Save to keep the changes.
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Chapter 4: Positions > Hiring Process: Stages

There are two configuration settings that need to be done in order to get your interviewer's calendar up and ready to accept appointments.

This article provides the first part of which the Super Admin or the Account Manager is required to configure the scheduling stage of the hiring process.

The second part requires the assigned interviewer to add his/her own available time slots. (See Related articles)

If you are a Super Admin who’s ready to carry out the first part, follow the steps below:

a. From your Workstream dashboard, go to the Positions tab.

b. If you have multiple brands, select your brand name. Otherwise, proceed to step 3.

c. Click the arrow drop-down arrow to select a location.

d. Select a position then click the three dots located in the last column.

e. From the Progress panel on the right, under the Hiring process click on Stages.

f. Look for the Scheduling stage (or Interview stage) and click on it.

Note:

g. Click the Edit icon (pencil icon) to configure the settings.

h. Specify the meeting length. Select from the intervals of 15, 30, 45, or 60 minutes.

i. Choose the meeting type.

j. Select the name of the Interview lead (interviewer) from the drop-down list. Note that you can choose multiple people to conduct the interview.

k. Add the meeting details. Specify additional information or instructions needed for the interview.

l. Click Save to keep the changes.

NOTE: Now that the scheduling stage has been configured, the interviewer can now go ahead and add their own availabilities that applicants can pick up to schedule an interview.

Chapter 4: Positions > Hiring Process: Stages

The Automation tab within your Workstream account provides distinct automated functionalities for each phase of the recruitment process integrated into the system.

To configure the automation for each stage of your hiring process, follow the steps below:

a. Log in to your Workstream account then go to the Positions tab.
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b. If you have multiple brands, select your brand name. Otherwise, proceed to step 3.

c. Click the arrow down button next to the brand name to select a location.

d. Select a position then click the three dots located in the last column.

e. Select Edit Position. You can also click the position name to go to the Edit job summary page.
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​f. On the progress panel, select Stages.

g. Select a stage to access its Automation tab.

h. Turn on the desired automation rule.

i. Save the rule once you are done setting up the conditions.

Chapter 4: Positions > Hiring Process: Stages > Automation

Customize the automated messages or the emails and SMS sent automatically by Workstream to your applicants.

Each stage of the recruitment process built into your Workstream account has personalized automated messages.

To edit the automated email or SMS messages, take the steps below.

a. Log in to your Workstream account then go to Positions.

b. If you have multiple brands, select your brand name. Otherwise, proceed to step 3.

c. Click the arrow down button next to the brand name to select a location.

d. Select a position then click the three dots located in the last column.

e. Select Edit position. You can also click the position name to go to the Edit job summary page.

f. Go to Stages.

g. Choose the intended stage.

h. Go to Automation.

i. Select Edit message. Note that each stage has different templates.

j. Under Message templates, edit Automated email or SMS template.

k. Select Save email or sms template.

NOTE: You can use merge fields in editing your templates. Take note that each merge field is unique per stage. Head over to this article for more information.

The SMS is usually sent using shortcode 31063. If you wish to leave a contact number that applicants can reply back to, simply select hr_phone_number from the list of predefined merge tags.

Chapter 4: Positions > Hiring Process: Stages > Automation

To automate your reminders, follow the steps below:

STEP 1: Log in to your Workstream account then go to the Positions tab.

STEP 2: If you have multiple brands, select your brand name. Otherwise, proceed to step 3.

STEP 3: Click the drop-down arrow next to the brand name and select a location.

STEP 4: Select a position then click the three dots located in the last column.

STEP 5: Select Edit position. You can also click the position name to go to the Edit job summary page.

STEP 6: Go to Stages.

STEP 7: Select the stage where you want to configure the reminder. Then go to Automation.

STEP 8: Scroll down and look for When an applicant has been in this stage too long without submitting the form.... Click the field next to the word After to set up your reminder time limits.

STEP 9: Select the number of days or hours you would like the applicant to be reminded of, then choose Save.

STEP 10: Turn on the automation reminder by toggling on the SMS and email icon.

STEP 11: Select Edit message.

STEP 12: Go to the Automated email template or Automated SMS template to customize your message.

STEP 13: Select Save email or SMS template once done.

NOTE: The SMS is usually sent using shortcode 31063. If you wish to leave a contact number that applicants can reply back to, simply select hr_phone_number from the list of predefined merge tags.

Chapter 4: Positions > Hiring Process: Stages > Automation

You may configure the automation to automatically mark applicants 'hired' when moved to another stage of your hiring process.

​a. From the dashboard, go to the Positions tab.

b. Select from the drop-down if you have multiple brands and locations. Otherwise, proceed to STEP 3.

c. Choose the position, and click the three-dotted menu. Select Edit Position.

d. Go to Stages and select the stage where applicants should be automatically marked as hired.

e. Click the Automation tab.

f. Under 'When an applicant enters this stage...', enable automatic hired by toggling the button ON.

NOTE: You can add another template by selecting Create Template.

Chapter 4: Positions > Hiring Process: Rejection templates

Workstream allows you to create your rejection templates for email and SMS and configure automation to send rejection letters automatically. Before setting up the automation to send rejection letters automatically, you need to create the rejection templates for sms and email.

To turn on automation to send rejection letters, follow the steps below:

​STEP 1: Log in to your Workstream account then go to the Positions tab.

STEP 2: If you have multiple brands, select your brand name. Otherwise, proceed to step 3.

STEP 3: Click the drop-down arrow next to the brand name and select a location.

STEP 4: Select a position then click the three dots located in the last column.

STEP 5: Select Edit position. You can also click the position name to go to the Edit job summary page.

​STEP 6: On the progress panel, select Rejection templates.

STEP 7: Create your rejection templates for email and SMS.

STEP 8: Go to the Automation tab, and click Enable.

STEP 9: Select Enable to set up the rule.

STEP 10: Choose the desired number of hours or days for the applicant to receive a message following their rejection.

STEP 11: Select Save Rule when done with setting up.

NOTE: When applying an automatic rejection time limit within your hiring stages, it will retrospectively enforce the time limit from the initial day applicants entered that particular stage. As a result, applicants who have already exceeded the designated time limit will be automatically rejected.

The SMS is usually sent using the shortcode 31063. If you wish to leave a contact number that applicants can reply back to, simply select hr_phone_number from the list of predefined merge tags.

Chapter 4: Positions

A. Premium job boards

Increase your job exposure and get more applicants by sponsoring your job ad.

​STEP 1: From your Workstream account, go to "Positions".

STEP 2: Select a location.

STEP 3: Select a position, then click the three-dotted line in the last column.

STEP 4: Select "Edit position".

STEP 5: On the "Progress" panel at the left, select "Job boards".

STEP 7: Toggle to turn on or off a job board in order to publish/unpublish a job posting.

NOTE: Some job sites require integration setup first. To do this, watch this video from Chapter 2, then on screen, click the Integrations tab.

If there's a job board you want to try that's not on the list, you can utilize the search bar to see if there's an option to sponsor with the specific job board through WS.

The price of posting varies for each job board. Make sure to check the minimum pricing first that is visible on the right side of each job site.

Chapter 4: Positions > Job board

Worksteam integration with Indeed - gives you a simple, cost-effective way to maximize job visibility on the world’s #1 job site.

Why sponsor a job on Indeed?

a. Log in to your Workstream account. Go to Company Settings > Integrations > Indeed. Click on Connect New Account.

b. Enter the email address associated with your Indeed employer account then click Set up Indeed Employer Account to connect.

c. You will be redirected to Indeed to continue the setup process. Follow the steps to log in to the Indeed platform to select an employer account, or create a new Indeed employer account. If you're creating a new Indeed employer account, you must proving billing information in order to connect the account to Workstream.

Note: Indeed bills clients directly. If you have any questions about billing, please refer to your Indeed campaign dashboard or contact Indeed.

After you complete the Indeed login process, you will be redirected back to Workstream.

d. Click on 'Add locations' to authorize specific Workstream locations with your Indeed employer account(s). After that, any positions sponsored under those locations will be billed through the associated Indeed employer account.

e. Click on the "..." next to any connected account to edit your locations, reactivate an expired account, remove an account, or go directly to your Indeed account.

Once you have connected an Indeed employer account and authorized the locations for that account, your team can sponsor positions.

a. Go to the Sourcing tab > Click Sponsor a job posting.

b. Select the location and the position you want to sponsor, and click Next.

Note: If the location of the position has not been associated with an Indeed employer account, the toggle will be disabled. Go to Company Settings > Integrations > Indeed to configure your locations.

c. Once you toggle the sponsorship on, you will be prompted to select the appropriate Indeed employer account to sponsor the position through. If you don't see the right Indeed employer account, go to Company Settings > Integrations > Indeed to configure your locations or to connect another Indeed employer account.

d. Once you select the Indeed employer account, you will be able to adjust the budget and view campaign performance predictions. These are intended to be suggestions only and not guarantees. If you are okay with the amount, click Sponsor to Indeed. If you choose to Customize, proceed to step 5.

e. Select your options for your sponsorship type.

I. One-time with flexible start and end dates

II. Monthly recurring campaign charged at the cost you input

You can now enter your preferred budget as low as $50 and enter the Target applicant count!

Note: The way Indeed bills you are to Pay per applicant / based on the target applicant count. (This is based on Indeed’s algorithm and Workstream does not have control over how you determine this. If you have any questions about billing, please refer to your Indeed campaign dashboard or contact Indeed).

Chapter 4: Positions > Job board

With Workstream's and JobTarget's partnership comes a better and smarter way to reach applicants. With 20,000 job boards being powered by JobTarget, you are assured to never run out of options.

Integrating JobTarget into Workstream's system came about due to the desire to help you find job boards that are relevant to a position, and to help you connect with only the applicants that are fit for the job.

Note: Hiring Managers may not have permission to access this configuration. If you cannot perform the steps below, you may reach out to your admin to change your permissions.

To publish to job boards powered by JobTarget, follow these steps:

STEP 1: Log in to your Workstream account. Go to Company > Integrations > JobTarget.

STEP 2: Switch the toggle on to enable JobTarget sponsored posting. Then add a billing contact.

STEP 3: Now that JobTarget is enabled, you can start posting jobs or sponsor a position through this job board. To do so, go to Sourcing > Sponsor a job posting.

STEP 4: Check the brand/location/position you want to sponsor, and click Next.

STEP 5: Enter "JobTarget" on the search bar and toggle on preferred job boards powered by JobTarget. Then, click Done.

NOTE: Workstream does not directly bill job postings that are published on job boards powered by JobTarget.

We have given our Applicants page a new look and feel. This recent iteration helps you better manage your applicant funnel, ensuring that you never miss out on or lose track of applicants again.

Your applicants are now sorted into 3 distinct hiring phases.

Applied: New applicants who need to be quickly engaged
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Interviewing: Engaged applicants who are currently in the interview process. Applicants are moved into this phase once they have scheduled their first interview. They are moved out of this phase and into the next phase once they've completed the final scheduling stage.
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Hiring: This stage contains applicants who are finished being interviewed and are ready to be hired.

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Chapter 5: Applicants

With Workstream, you can view and screen your applicants' details in one place.

Chapter 5: Applicants > Viewing your applicant's application

The system leaves a footprint whenever an applicant gets moved to another hiring stage so you can easily track their progress.

NOTE: You will also see in the Applicant system update whether an applicant was automatically or manually moved to another stage. If it's the latter, the name of the user who performed the action will be provided in the update.
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Chapter 5: Applicants > Viewing your applicant's application

Adding a feedback and rating system to your hiring process will help you triage faster your applicants to see whether or not they have the skills you are looking for.

NOTE: A user can only add a score once per applicant but can add multiple notes and can edit/delete his own score.

NOTE:

Chapter 5: Applicants > Viewing your applicant's application

There may be instances whereby a user may encounter difficulty downloading or viewing the documents (cover letter or resume) submitted by the applicants. This is because Workstream automatically converts the uploaded file into PDF format even if the original file was submitted as a Word document.

The good news is Workstream allows you to view and download the original uploaded files even if they were defaulted into PDF.

Chapter 5: Applicants > Viewing your applicant's application

Update or upload documents, resumes, or any other files by adding directly to your HR account.

Chapter 5: Applicants > Viewing your applicant's application

Check your applicant’s present and past applications.

Chapter 5: Applicants

There are few advanced settings that can be useful when managing applicants in the pipeline.

STEP 5: Select any actions you want to proceed with the applicant. Send Reminder.

Workstream offers the Messaging tab, where all messages to and from applicants are in one place.

Communicating and responding promptly to applicants is important, and sometimes it may take a lot of work if you hop on from one applicant profile to another. With the Messages tab, all messages between you and the applicants are collected in one place, helping you to work efficiently.

Here are the things you can do in the Messages tab:

Monitor the number of your applicants from different sources and all published positions.

Get the details and compare the numbers from the sources where your applicants came from.

Keep track of the applications you're getting from your published positions.

STEP 1: From the "Analytics" page, on the left side panel select "Positions Analytics".

STEP 2: Use the filters such as "dates, locations, positions, and referrers" to get the application summary over time for in progress, hired, rejected, and new applicants.

STEP 3: Scroll down to "Position Breakdown" to get information about the published position, its location, department, when the position was originally posted, and when it was recently posted. Get the number of your applicants from each stage of the application, and the rejection templates used to send for the applicants.
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If you are already assigned as an interviewer to a specific location/position, the next thing that you should do is to add your availability to the Workstream calendar. This will open up your schedule, making it easy for applicants to select and request an interview slot.
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If you are assigning to "Someone else, select the timezone by clicking the arrow down button.

NOTE: If you are not added as an interviewer yet to a specific position/location, make sure to configure the scheduling stage first and add yourself as an interviewer. You may reach out to your Super Admin if you don't have an access to this feature.
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Edit your or delete time slots depending on what you currently need.

NOTE: If you are editing your timeslots to add a specific position/location, make sure to configure the scheduling stage first and add yourself as an interviewer. You may reach out to your Super Admin if you don't have access to this feature.
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Want to talk to our Support team? Look for the Intercom icon at the bottom right of your dashboard and click on New conversation or email help@workstream.is.