Our Team Records tool allows you to change particular information on your team members' records stored in Workstream.
This article outlines the steps for you to be able to edit your team member's information.
Editing your Team Member's Information on Team Records
On Team View, click Team Management › Team
Click the name of the team member you would like to update.
Click the Edit button to add or change the team member's information.
Click the Save button to complete your edit.
Editing a Team Member's Status
If you need to change a team member's status, you will just need to click the status of the member you wish to change and a dropdown will be made visible.
We also have a bulk-action capability to update the statuses by ticking the checkboxes beside the team members names and selecting the options.
Definition of Team Member Statuses
Marked as Hired
Team Members who have gone through and completed the hiring stages.
Team Members that are currently undergoing an onboarding process in Workstream Onboarding.
Team Members who have completed Onboarding and still have an active role in your company.
Team Members who have left your company but wish to keep their records for future use.
Need to talk to our Support team?
Feel free to email email@example.com