Payroll

Pay your hourly workers accurately and on time, every time

38 articles

Learn how to create, manage, and organize job roles and company structure within Workstream.

Create job rolesSet up job roles in Workstream to define each team member’s responsibilities, access, and pay structure.

Update and manage job rolesKeeping job roles up to date ensures your team’s structure and responsibilities stay aligned with your organization’s needs.

Payroll Onboarding

Learn how to onboard new hires for Workstream Payroll and get them ready for their first paycheck.

Add new hires to PayrollMark applicants as hired, guide them through payroll onboarding, then add job roles and earning rates so they’re ready to be paid.

Manage new hire's Payroll onboardingLearn how to help new hires complete payroll onboarding and track their progress by assisting with setup and monitoring their status in the Team tab.

Paper checks

Learn how to provide employees with physical paychecks using Workstream Payroll.

Print and mail checks yourselfUse this method if you want to send and mail paper checks manually.

Use Checkeeper to print and mail checksUse Checkeeper to print and mail payroll checks. Download the CSV + PDF from Workstream, upload to Checkeeper, and they’ll handle delivery.

Payroll FAQs

Get answers to common questions about Workstream Payroll.

FAQs: Payroll ProcessingRun payroll smoothly by following clear steps: submit on time, manage taxes, handle garnishments, and ensure payday accuracy.

FAQs: Tax ManagementStay compliant by reviewing tax filings, updating SUI rates, downloading forms, and confirming Workstream handles submissions correctly.

FAQs: Employee ManagementUpdate employee info, assign jobs, handle offboarding, manage multiple roles, and ensure tax accuracy when moving locations.

FAQs: Employee PaymentsResolve pay issues quickly: reverse errors, fix failed deposits, set garnishments, and pay via ACH, paycards, or checks.

FAQs: Paid Time Off (PTO) & Paid Sick Leave (PSL)Set up policies, track accruals, and show PTO/PSL balances automatically on pay stubs to meet compliance and keep records clear.

FAQs: Payroll Integrations & PartnersConnect payroll to QBO, Instant Pay, NEXT Insurance, or EVCO to sync data, cover benefits, and reduce manual admin work.

FAQs: Payroll Billing & FeesReview payroll billing by tracking base fees, usage charges, and service add-ons. Split costs by EIN or workplace if needed.

FAQs: Bank holidays and payroll schedulePlan ahead by adjusting payroll approvals around U.S. bank holidays. Use Workstream alerts to keep employees paid on time.

Payroll Entities

Set up and manage payroll entities in Workstream Payroll, and easily download W-2s, 941s, and other key tax documents anytime.

Download W-2s, Form 941s, and Tax Documents in Workstream PayrollFind out how to download W-2s, 941s, and authorization forms in Workstream Payroll.

Set up a payroll entitySet up a payroll entity by assigning permissions, confirming tax info, linking locations, and completing pay, bank, and tax setup.

Manage your payroll entitiesManage payroll entities in Workstream by setting up company details, tax info, and bank accounts to ensure accurate payroll processing.

Payroll Users & Permissions

Learn how to effectively manage user access and permissions within Workstream Payroll.

Assign Payroll setup and management permissionsControl payroll access in Workstream by assigning setup, operations, and management permissions while keeping sensitive data secure.

Link a team member profile to a Workstream userThe Link Team Profile feature helps you control admin permissions and ensure everyone has the right level of access.

Assign managerial permissions to usersSet up manager access in Workstream so they can view and manage only their direct reports’ jobs, pay, and permissions securely.

Payroll Records

Learn how to set up employee classifications, earning rates, deductions, and benefits for Workstream Payroll.

Add worker classification and SOC codesLearn how SOC codes, workers’ comp codes, and ACA worker classifications affect reporting, insurance costs, and compliance.

Add and manage earning ratesJobs set earning types and rates in Workstream, ensuring accurate payroll. Assign roles, set pay rates, and manage job status to stay current.

Add post-tax deductionsPost-tax deductions lower net pay but not taxable income. They include child support, garnishments, or voluntary deductions and flow into payroll runs.

Manage employee benefits in Workstream PayrollAdd and manage benefits like medical, dental, retirement plans, FSAs, and HSAs from employee profiles in Payroll.

Payroll Reporting

Track payroll trends with dashboards and export detailed reports. Gain insights, stay compliant, and customize data for smarter decisions

Filter, analyze, and download reports in the Payroll DashboardFilter payroll dashboards by time, location, role, or status. Drill into data, view insights, and export reports easily.

Explore the Payroll DashboardsMonitor payroll with Dashboards for labor cost allocation, overtime, wages, and alerts

Explore the Payroll report templatesWorkstream offers a variety of payroll-related reports to help you manage and analyze payroll data.

Build custom payroll reportsWorkstream's Payroll Report Builder enables users to create and export customized payroll reports through an intuitive interface, enhancing data analysis and operational efficiency.

Use Report AI to analyze your payroll dataReport AI lets you ask payroll questions in plain language and instantly get charts or tables, no spreadsheets or pivot tables required.

Run Payroll

Run regular or off-cycle payroll in Workstream, resolve flagged issues, and track drafts or past runs to keep payroll accurate and compliant.

Run regular payroll in WorkstreamLearn how to run a regular payroll in Workstream. Create a draft, enter team hours, and submit it for processing.

Run off-cycle payroll in WorkstreamLearn how to run off-cycle payroll in Workstream to pay bonuses, corrections, or final pay outside your regular schedule.

Review and prepare upcoming payrollsThe Upcoming tab shows scheduled payrolls so you can start regular or off-cycle runs, review early, and confirm schedules.

Resume and edit draft payrollsThe Drafts tab is your payroll sandbox to edit, review with reports, set pay details, and finalize before hitting Submit.

Manually enter payroll hoursUse this if your team tracks hours outside Workstream and you’d rather type them in directly instead of uploading a file. You can also use this to add or adjust…

Resolve blocked team members when running payrollIf any team members are missing required details (like tax forms or banking info), you’ll see a Blocked employees window. They can’t be paid until this is fixed.

Finalize and submit payrollBefore you submit a payroll, take time to double-check all payment details to avoid errors. You can do this from the Draft payroll screen.

Review your submitted payrollLearn how to review submitted payroll in Workstream. Check pay, deductions, benefits, taxes, and reports to ensure accuracy and peace of mind.

Tax Filings

The Year-End Checklist in Workstream helps you prepare for Year-End filing by ensuring your company data is accurate and up-to-date.

Prepare for 2025 tax filings with Workstream PayrollUse Workstream’s Year-End Checklist to make sure your company’s tax information is correct and ready for filing by December 31st.