Records
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
Manually add new team membersAdd new team members in Workstream by entering their personal, job, and payroll details to keep records complete and ready for onboarding.
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.
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.
Make changes to your team members' data & statusManage your workforce in one place with Active, Onboarding, and Offboarded tabs to track progress, fix issues, and keep records accurate.