Our Team Records tool allows you to change particular information on your team members' records stored in Workstream.
List of team members and their details. Located in Team View › Team Management. |
This article outlines the steps for you to be able to edit your team member's information.
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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.
Note: Some fields when edited can cause some of your forms to restart.
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
Status | Definition |
Marked as Hired | Team Members who have gone through and completed the hiring stages. |
Onboarding | Team Members that are currently undergoing an onboarding process in Workstream Onboarding. |
Active | Team Members who have completed Onboarding and still have an active role in your company. |
Offboarded | 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 help@workstream.is