Onboarding

Marking applicants as hired automatically

You may set an automation rule to have applicants be marked as hired when moved to a stage.

Written by Dianne P.
Updated over a week ago

Marking applicants as hired manually

Marking applicants as hired helps in distinguishing from the ones whose applications are still in progress.

Written by Dianne P.
Updated over a week ago

Utilizing the standardized form

Workstream offers you some standardized forms that the new employees must have to complete at hire.

Written by Janina
Updated over a week ago

Adding a document through the standardized form feature

Workstream allows you to add and send various forms such as W9, I9, W4 among others that must be filled out when you bring on new employees.

Written by Janina
Updated over a week ago

Adding a document using the upload file feature

With Workstream, you can upload and send any files to your applicants using the upload file feature.

Written by Janina
Updated over a week ago

Adding a company signatory

Workstream allows company signatory to sign the onboarding documents electronically.

Written by Elleine Velasquez
Updated over a week ago

Adding a signature field using the upload file feature

A signature field allows your users and applicants to sign any online signing documents uploaded in your Workstream account.

Written by Janina
Updated over a week ago

Adding initials into the uploaded file

An Initial tag allows your users and applicants to sign any online documents uploaded in your Workstream account.

Written by Janina
Updated over a week ago

Adding a date signed field into the uploaded file

A date signed tells you the date when the document has been signed.

Written by Janina
Updated over a week ago

Adding a textbox field into the uploaded file

A textbox field allows your users and applicants to add a bunch of text to any online signing documents uploaded in your Workstream account.

Written by Janina
Updated over a week ago

Adding a checkbox into the uploaded file

A Checkbox tag allows your users and applicants to choose more than one option from the uploaded file.

Written by Janina
Updated over a week ago

Adding a placeholder text on the signing document

Upload your signing document and add textbox and merge fields for your applicants and company signatory to fill in.

Written by Derma Aldea
Updated over a week ago

Setting a signing sequence for online signing documents

Workstream allows you to set a signing sequence for online signing documents inside Workstream.

Written by Janina
Updated over a week ago

Adding a draft template

Workstream offers you a draft template which you can use as your offer template to your applicants.

Written by Janina
Updated over a week ago

Adding predefined merge tags using the draft template feature

Workstream offers you various merge tags that can be used to populate in your signing document through the draft template.

Written by Janina
Updated over a week ago

Adding new merge tags using the draft template feature

Workstream allows you to add new merge tags that can be added to populate in your signing draft template.

Written by Janina
Updated over a week ago

Sending an online signing document

With Workstream, users can easily send online signing documents to applicants with minimal effort and less human error.

Written by Janina
Updated over a week ago

Checking the status of the online signing stage

With Workstream, users can easily check the status of the online signing stage after it has been sent out to the applicants.

Written by Janina
Updated over a week ago

Viewing and printing signed documents

View and download all the documents that have been signed by the applicant.

Written by Elleine Velasquez
Updated over a week ago

Introduction to Onboarding

A quick explanation of how what the Onboarding feature does.

Written by Dianne P.
Updated over a week ago

Utilizing the company documents library

Upload and configure your company documents in a single time and reuse them as many times as you want.

Written by Elleine Velasquez
Updated over a week ago

Adding/editing the Basic Information Module

Customize your online form to collect basic information on your new hires.

Written by Elleine Velasquez
Updated over a week ago

Integrating WOTC into your hiring process

Send your eligible new hire information to WOTC easily with the help of Wokstream's onboarding feature

Written by Elleine Velasquez
Updated over a week ago

Adding the Custom Form module to your onboarding process

Customize your online form to collect information on your new hires.

Written by Elleine Velasquez
Updated over a week ago

Adding the Direct Deposit module to your onboarding process

Collect direct deposit information from a new employee with the help of Workstream's onboarding system.

Written by Elleine Velasquez
Updated over a week ago

Introduction to USCIS and E-Verify

What you need to know about this I-9 verification platform.

Written by Dianne P.
Updated over a week ago

Integrating E-Verify

Set up E-Verify for your company.

Written by Dianne P.
Updated over a week ago

Setting up an I-9 module

Add the I-9 module to onboarding and then enable E-Verify for a smooth validation process.

Written by Dianne P.
Updated over a week ago

Taking the E-Verify Quiz

This is the final step before you can start submitting I-9 forms to E-Verify.

Written by Dianne P.
Updated over a week ago

Introduction to Paychex

Workstream allows clients to integrate Paychex into their accounts for a more convenient employee onboarding process.

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Written by Bo Li
Updated over a week ago

Integrating and configuring Paychex

Send your new hires from Workstream onboarding to your Paychex Flex instance without needing to enter data twice.

Written by Dianne P.
Updated over a week ago

Signing up for Workstream Connector through ADP Marketplace

Sign up for Workstream Connector and integrate your ADP Workforce Now account for a smooth hiring and onboarding experience.

Written by Elleine Velasquez
Updated over a week ago

Setting up the onboarding process with ADP Workforce Now

Workstream allows you to integrate with your ADP Workforce Now account to streamline your onboarding process.

Written by Elleine Velasquez
Updated over a week ago

Setting up the new hire template in ADP Workforce Now

Start your integration journey with Workstream and setup your onboarding process seamlessly.

Written by Elleine Velasquez
Updated over a week ago

Workstream onboarding checklist

View and track an employee's onboarding progress

Written by Dianne P.
Updated over a week ago

Editing new employee details through Onboarding

Edit your new employee's information through the Onboarding summary tab.

Written by Elleine Velasquez
Updated over a week ago

Resending stages for employee onboarding

Correct the new employee's typo mistakes without the need to stop the whole onboarding process

Written by Elleine Velasquez
Updated over a week ago

Exporting your new hire's details via Onboarding

Export all your new employees' information easily in any of these formats: CSV, Excel, JSON

Written by Elleine Velasquez
Updated over a week ago