Workstream

A setup checklist for Super Admins: company details, users and roles, hiring workflows, job postings, onboarding, and reports.

Get started as a Super Admin in Workstream

A getting-started guide for Managers: scheduling, applicants, onboarding, and managing your team.

Get started as a Manager in Workstream

See what's on your Team View homepage: priorities, quick links, hiring and onboarding activity, and interviews.

Explore your Team View homepage in Workstream

 Get started with Workstream using beginner-friendly guides designed to help you set up and hit the ground running.

Guides

Getting Started

Drive applicants with Workstream's sourcing tools

View and manage your applicants

Manage your brand and careers page

Use the data exporting tool

Learn how evaluation plans help your team score and compare applicants consistently.

Set up evaluation plans

Use Checkr with Workstream

Use Sterling with Workstream

Connect your Google or Outlook Calendar to Workstream to avoid double-booking and keep confirmed interviews on your calendar.

Connect your calendars to Workstream

Connect and post jobs to a job board

Manage your job postings

Use predefined merge tags

Learn how to create, update, duplicate, and delete position templates.

Manage your position templates

Learn how hiring processes work in Workstream, including stages and automation.

Manage your hiring processes

Learn how interview scheduling works in Workstream, and troubleshoot why applicants can't select an interview time.

Manage interview scheduling

Get started with Talent Network

Use Spanish Hiring in Workstream

Workstream's Canadian French Hiring feature helps you reach a wider applicant pool in Canada by translating your Careers page, job postings, and applicant communications into Canadian French.

Use Canadian French Hiring in Workstream

Get Started with Hiring

Get started with Work Opportunity Tax Credit (WOTC) and E-Verify

Get started with third-party payroll and HR integrations

Get started with new hire onboarding

Learn how to set up onboarding processes, permissions, and documents for your new hires.

Manage your onboarding processes

Get Started with Onboarding

Get started with the Team tab

Get started with Records

Get started with the Documents tab

Get started with Documents & Signatures

Get started with job roles and reporting structures

Print and mail paper checks for Payroll

Set up payroll entities and download tax documents in Workstream Payroll

Manage payroll users and permissions

View and edit a team member’s profile for Payroll

Use the payroll reporting tools

Manage payroll in Workstream

Check payroll status and past runs

Get Started with Payroll

Manage Time & Scheduling for your team

Get started with Time & Scheduling

Create and manage surveys

Get started with Surveys

Message applicants and team members

Get started with Messages

Set up and track your team's time off policies

Get started with Time Off

Manage your team's benefits

Get started with Benefits Administration

Manage roles and permissions

Get started with roles and permissions

Use the Workstream Hire App

Get started with the Workstream Hire App

Use the Workstream US App (Worker Hub)

Get started with the Workstream US App (Worker Hub)

Advanced Guides

Learn how to prepare and send offer letters, tax forms, and onboarding documents for e-signature in Workstream using Dropbox Sign.

Prepare documents for online signing

Document signing

Custom fields let you track extra information about your team members that isn’t included in the default fields.

Create custom fields

Custom fields

Set up access to your Workstream data through an API so you can manage tokens.

Set up Workstream APIs

Whitelisting Workstream URLs ensures uninterrupted access to essential features, preventing connectivity issues and allowing seamless use of the platform.

Whitelist Workstream URLs

Whitelist URLs

Troubleshoot Workstream email delivery issues and find the right support for your email provider or system.

Prevent Workstream emails from going to Spam

Unblock emails

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Resource Center

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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