Workstream

Get started as a Super Admin in Workstream

Get started as a Manager in Workstream

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

Set up evaluation plans

Use Checkr with Workstream

Use Sterling with Workstream

Connect your calendars to Workstream

Connect and post jobs to a job board

Manage your job postings

Use predefined merge tags

Manage your position templates

Manage your hiring processes

Build and manage Hiring Reports

Manage interview scheduling

Get started with Talent Network

Use Spanish Hiring in Workstream

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

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

___________________________________________________________

<b><a href="https://www.workstream.us/termsofuse" rel="nofollow noopener noreferrer" target="_blank">Terms of Service</a> | <a href="https://www.workstream.us/privacy" rel="nofollow noopener noreferrer" target="_blank">Privacy Policy</a></b>

<a href="https://www.workstream.us" rel="nofollow noopener noreferrer" target="_blank">www.workstream.us</a>

Resource Center

Blog

Status Page

Glossary

Webinars

Docs

Resources

Log in to Workstream

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

English

linear-gradient(to bottom right, #457CFF,#46C9B9)