Workstream Help Center

Workstream Products & Features

Learn about Workstream’s All-In-One solution to simplify hiring, onboarding, team management, and payroll.

160 articles

Hire quality hourly workers, faster

Applicant SourcingTake advantage of Workstream’s sourcing tools and increase the number of applicants for your job openings._{7 articles}

ApplicantsManage applicants throughout the hiring process, from viewing and managing applicant records to handling rehire eligibility._{6 articles}

BrandManage, share, and track your Workstream careers page for a seamless job-posting experience._{4 articles}

Data ExportWorkstream enables you export new hire data in a CSV file, which you can download and easily import into any third-party system._{2 articles}

Evaluation PlanSet up evaluation plans in Workstream so your team can score applicants the same way and track feedback in one place. _{3 articles}

Hiring ProcessManage unique hiring processes based on the job postings available using Workstream._{4 articles}

Job PostingsLearn how to create, manage, and publish your job postings in Workstream._{2 articles}

Merge TagsLearn how to personalize your messages using predefined merge tags in Workstream._{3 articles}

Position TemplatesCreate reusable positions on Workstream to make it faster to create and publish your job postings._{5 articles}

ReapplicationSet reapplication limits for rejected applicants by job or company-wide, define a waiting period, and customize their notification message._{1 article}

ReportingGain deeper insights into your hiring and people pipelines with Workstream's reporting tools._{4 articles}

SchedulingLearn how to set up scheduling stages, manage availability, and efficiently handle interview appointments with Workstream’s scheduling feature._{5 articles}

Talent NetworkUse Workstream’s Talent Network to find past applicants and former employees, view profiles, tag smartly, and invite them to apply._{2 articles}

Create an onboarding experience that helps you save time, stay compliant, and keep some money in your pocket.

Onboarding BasicsLearn how to onboard new hires in Workstream so they're fully prepared for their first day._{3 articles}

Onboarding documentsThe Onboarding Documents tab provides a centralized location for all your onboarding materials. _{1 article}

Onboarding processHere’s how to set up and manage onboarding for a seamless new hire experience._{2 articles}

ReportingGain valuable insights into your onboarding process and improve efficiency with Workstream's Onboarding dashboard._{1 article}

Tax entityAdd tax information for each location so you can quickly fill out W-4, I-9, or state tax forms later._{1 article}

Form I-9With Workstream, your Form I-9 information is automatically submitted to E-Verify so that you can manage everything in one place._{5 articles}

Easily keep track of your team members in one centralized place.

Team tab featuresThe Team tab lets you manage all aspects of your team's status and documents in one place._{4 articles}

Team member data statusDiscover the main actions you can take to keep your team data accurate and up to date within the Team tab._{1 article}

Documents & Signatures

Stop wasting time and efforts with physical paperwork and in-person signatures.

Documents tab featuresUse the Documents tab to upload, assign, track, and manage documents for your active team members._{8 articles}

Make collecting employee feedback easy and automatic so you can keep workers engaged (and less likely to turnover!)

Manage surveysSurveys in Workstream give you the flexibility to collect feedback or information at various points in the hiring and onboarding process._{3 articles}

Connect with workers at all the right moments using a blend of automated and personalized messages.

Messages tabUse the Messages tab to message applicants and team members using email or SMS_{1 article}

SMS messagesUse the SMS messages widget to text applicants and team members_{1 article}

Send announcements, group/DM team messages, assign tasks, and track responses in real time.

Send and track announcementsUse Announcements to share important updates with your team._{2 articles}

Send messages in Workstream ChatUse Workstream Chat for shift updates, private check-ins, or everyday conversations._{3 articles}

Assign tasks to your team in ChatWorkstream’s Chat gives you a fast and simple way to assign tasks directly from a DM._{1 article}

Manage and respond to messagesLearn how to reply, react, and manage messages in Workstream Chat, just like you would in any modern messaging app._{3 articles}

Easily manage time off policies and provide time off balances on worker pay stubs.

Create and publish time off policiesCreate a PTO policy in Workstream by setting its name, type, and rules for how employees earn and use their time off._{3 articles}

Assign and manage time off policiesAssign time off policies in Workstream and adjust balances for multiple employees by adding, updating, or changing policies as needed._{3 articles}

Manage your team's time off policiesAssign time off policies and adjust balances from an employee’s profile, while reviewing history and tracking updates under Time Off._{2 articles}

Pay your hourly workers accurately and on time, every time

Job RolesLearn how to create, manage, and organize job roles and company structure within Workstream._{2 articles}

Payroll OnboardingLearn how to onboard new hires for Workstream Payroll and get them ready for their first paycheck._{2 articles}

Paper checksLearn how to provide employees with physical paychecks using Workstream Payroll._{2 articles}

Payroll FAQsGet answers to common questions about Workstream Payroll._{8 articles}

Payroll EntitiesSet up and manage payroll entities in Workstream Payroll, and easily download W-2s, 941s, and other key tax documents anytime._{3 articles}

Payroll Users & PermissionsLearn how to effectively manage user access and permissions within Workstream Payroll._{3 articles}

Payroll RecordsLearn how to set up employee classifications, earning rates, deductions, and benefits for Workstream Payroll._{4 articles}

Payroll ReportingTrack payroll trends with dashboards and export detailed reports. Gain insights, stay compliant, and customize data for smarter decisions_{5 articles}

Run PayrollRun regular or off-cycle payroll in Workstream, resolve flagged issues, and track drafts or past runs to keep payroll accurate and compliant._{8 articles}

Tax FilingsThe Year-End Checklist in Workstream helps you prepare for Year-End filing by ensuring your company data is accurate and up-to-date._{1 article}

Time & Scheduling

Easily manage schedules and hours worked to optimize your labor costs

Set up Time & SchedulingHere, you can create and manage schedules and time cards, as well as set up break rules, geofencing, shift settings, and time tracking._{6 articles}

Manage your team's schedule and time cardsLearn how to create roles and assign shifts, correct time cards, approve or reject PTO requests, and use labor cost projections to stay on top of your team’s time management._{4 articles}

Review your team's time off requestsReview and approve or reject team requests directly from your shift calendar._{1 article}

Benefits Administration

Benefits for your workers, Compliance for you.

Set up benefitsManage benefits with ease by linking your tax entity, setting permissions, completing employee info, and adding plans to keep everything connected._{4 articles}

Manage your team's benefit plansEasily manage benefit plans, approve enrollments, and generate 1095-C forms all in one place to keep your team covered and compliant._{3 articles}

Task Management

Protect your business with clear documentation, automated workflows, and real-time insights to ensure compliance, accountability, and audit readiness.

Create and manage formsForms help you collect information from your team in a consistent way. Use them for issue reports, checklists, or inspections._{3 articles}

Assign and manage tasksTasks let you guide your team through what needs to be done, when, and by whom._{2 articles}

Use the Manager LogbookUse the Manager Logbook to record key events, observations, and notes related to your store operations. _{3 articles}