Through Team Records, you can now manage documents that your team member needs to complete post-onboarding.

To upload the documents, follow the steps below:

Step 1: Select the name of your employee and then click on the Documents tab.

Step 2: Once you are on the Documents tab, click the Upload button to bring up the upload manager screen.

Step 3: Select all the documents you intend to upload and click the Upload button.

Note: The upload manager allows you to upload your documents in pdf, jpg, jpeg, and heic file format with a maximum size of 10MB per file. Limit the upload to 10 files at a time.

Overview of Team Records?

Editing a team member’s information

Offboarding a team member

Deleting team member data

Importing team member data in bulk
​Exporting personal and employment information
​Sending an employee to the Team tab

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 to help@workstream.is.