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Easily keep track of your team members in one centralized place.
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Team tab features
The Team tab lets you manage all aspects of your team's status and documents in one place.
- Understand the team member profileExplore what information you can find in a team member’s profile and how it helps you manage their records effectively
- Add new team membersAdd new team members in Workstream using bulk import or manual entry.
- Use filters on the Team tabUse tax entity filters and the My team only toggle to manage the right group of team members and ensure actions apply correctly.
- Export team member dataExport team member data as spreadsheets or download full document packets, with options for bulk exports and specific file types.
- Update to Tax values to display in QRE and in Team ProfileWe make sure that the QRE (Quick Reference Employee) displays the most accurate tax information possible.
- Assign and manage SOC codes for job titles
Team member data status
Discover the main actions you can take to keep your team data accurate and up to date within the Team tab.