# Workstream Help Center

> How can we help?

## Workstream Products & Features

- [Sponsored Job Boards](https://help.workstream.us/en/articles/11605161-sponsored-job-boards.md): Boost your job postings’ visibility by sponsoring them on premium job boards. Pricing varies by job board and location.
- [Free job boards](https://help.workstream.us/en/articles/11624968-free-job-boards.md): Post your open positions to 25,000+ job boards straight from Workstream.
- [Text-to-apply codes](https://help.workstream.us/en/articles/11624982-text-to-apply-codes.md): Set up unique codes that applicants can text to apply for jobs, simplifying the application process.
- [Hiring posters and business cards](https://help.workstream.us/en/articles/11625009-hiring-posters-and-business-cards.md): Create customized posters, brochures, or flyers to promote your open positions.
- [Referrals](https://help.workstream.us/en/articles/11625039-referrals.md): Encourage employees to refer candidates by providing unique referral links and offering bonuses for successful hires.
- [Careers page](https://help.workstream.us/en/articles/11625063-careers-page.md): Share a link to your Workstream career page or integrate it with your company’s website to showcase job openings.
- [Social media](https://help.workstream.us/en/articles/11625140-social-media.md): Easily share job postings on platforms like Facebook, X, LinkedIn, Messenger, Google, or WhatsApp to reach a broader audience.
- [Manage applicant records](https://help.workstream.us/en/articles/11626008-manage-applicant-records.md): Learn how to manage applicant details like applications, messages, feedback, uploaded files, and overall hiring status.
- [Manage applicant details](https://help.workstream.us/en/articles/11626011-manage-applicant-details.md): Explore how to add applicants, search and filter, export and share, tag in bulk, and move applicants between hiring stages.
- [View and manage archived applicants](https://help.workstream.us/en/articles/11626017-view-and-manage-archived-applicants.md): Find out how to handle archived applicants in Workstream. See how to view, unarchive, or message them and understand why they get archived in the first place.
- [Applicant outcomes](https://help.workstream.us/en/articles/11626020-applicant-outcomes.md): Learn how to manage applicant outcomes in Workstream, including rejecting, unrejecting, and marking applicants as hired.
- [Set rehire rules and mark applicants as rehires](https://help.workstream.us/en/articles/11626023-set-rehire-rules-and-mark-applicants-as-rehires.md): Automatically reject applicants ineligible for rehire and mark returning employees as rehires with an employee ID.
- [Spot new applicants and review top matches](https://help.workstream.us/en/articles/12513649-spot-new-applicants-and-review-top-matches.md): See which applicants you haven’t reviewed yet and quickly find the best fits for your role with easy filters and match scores.
- [Update your brand and careers page](https://help.workstream.us/en/articles/11626765-update-your-brand-and-careers-page.md): Manage brand settings in Workstream, including enabling Spanish and Canadian French hiring, updating brand details, and uploading images like logos and banners.
- [Share or keep track of your careers page](https://help.workstream.us/en/articles/11626769-share-or-keep-track-of-your-careers-page.md): Workstream provides multiple ways to share, integrate, and track your Careers page to streamline job postings and applicant tracking.
- [Enable Spanish hiring in brand details](https://help.workstream.us/en/articles/11844677-enable-spanish-hiring-in-brand-details.md): Enable Spanish hiring at the brand level so applicants can view your careers page, applications, and interviews in Spanish.
- [Preview translated job posting in careers page](https://help.workstream.us/en/articles/11844681-preview-translated-job-posting-in-careers-page.md): Get the job post link from the Sourcing tab and let applicants choose their preferred language — Spanish or Canadian French — when viewing it in a browser.
- [Enable Canadian French hiring in brand details](https://help.workstream.us/en/articles/14695306-enable-canadian-french-hiring-in-brand-details.md): Enable Canadian French hiring at the brand level so applicants can view your careers page, applications, and interviews in Canadian French.
- [Create and manage an export template](https://help.workstream.us/en/articles/11629321-create-and-manage-an-export-template.md): Learn how to create, customize, and schedule export templates using standard, custom, or predefined fields and automation triggers.
- [Manage your generated export files](https://help.workstream.us/en/articles/11629325-manage-your-generated-export-files.md): View export file statuses, filter by template or status, and download or rerun export files when needed.
- [Create a new evaluation plan](https://help.workstream.us/en/articles/11629569-create-a-new-evaluation-plan.md): Create a reusable evaluation plan by naming it, choosing a scoring method, setting interview criteria, and linking it to position templates.
- [Update evaluation plans](https://help.workstream.us/en/articles/11629570-update-evaluation-plans.md): Edit or delete evaluation plans by updating fields, reordering or removing criteria, and ensuring unused plans aren’t linked to templates.
- [Use evaluation plans during hiring](https://help.workstream.us/en/articles/11629572-use-evaluation-plans-during-hiring.md): Use evaluation plans during interviews to rate applicants, review team feedback, and compare scores with an overall rating summary.
- [Create and manage your hiring process templates](https://help.workstream.us/en/articles/11629667-create-and-manage-your-hiring-process-templates.md): Learn about the different functions of the hiring process stages, and how to create and manage your Hiring Process template.
- [Create and manage rejection templates](https://help.workstream.us/en/articles/11629669-create-and-manage-rejection-templates.md): Set automated rejection templates for email to ensure consistent, timely, and professional communication with applicants.
- [Add and manage hiring stages](https://help.workstream.us/en/articles/11629671-add-and-manage-hiring-stages.md): Workstream enables you to customize and manage hiring process stages, creating a structured and efficient recruitment workflow.
- [Explore the hiring stage types](https://help.workstream.us/en/articles/11629675-explore-the-hiring-stage-types.md): You can customize, add, or modify hiring stages to build a hiring process that fits your team’s workflow.
- [Set up the Application Form stage](https://help.workstream.us/en/articles/12633337-set-up-the-application-form-stage.md): Learn how to set up and customize the Application Form stage to collect applicant information, edit or add questions, and automatically screen candidates.
- [Set up the Scheduling stage](https://help.workstream.us/en/articles/12634936-set-up-the-scheduling-stage.md): Learn how to set up the Scheduling stage so applicants can choose interview times, manage meeting details, and use automations to confirm, remind, or reschedule interviews automatically.
- [Set up the Form stage](https://help.workstream.us/en/articles/12651617-set-up-the-form-stage.md): Learn how to collect extra applicant information, verify details, and automate reminders using Workstream’s Form stage.
- [Set up the Quiz stage](https://help.workstream.us/en/articles/12662801-set-up-the-quiz-stage.md): Learn how to create and customize a multiple-choice quiz to evaluate applicants, add helpful content \(text, images, or embeds\), and automate what happens based on their results.
- [Set up the Background Check stage](https://help.workstream.us/en/articles/12683871-set-up-the-background-check-stage.md): Learn how to set up and automate the Background Check stage in Workstream using integrated providers like Checkr and Sterling.
- [Set up the Review stage](https://help.workstream.us/en/articles/12684250-set-up-the-review-stage.md): Learn how to set up and automate the Review stage in Workstream to evaluate applicants before moving them to the next step in your hiring process.
- [Set up the Long-Term Holding stage](https://help.workstream.us/en/articles/12685009-set-up-the-long-term-holding-stage.md): Learn how to store and manage applicants for future consideration using the Long-Term Holding stage in Workstream.
- [Set up and manage the Online Signing stage](https://help.workstream.us/en/articles/12685450-set-up-and-manage-the-online-signing-stage.md): Learn how to create, send, track, and download e-signed offer letters and documents in Workstream’s Online Signing stage, including signing sequences and automations.
- [Set up the Hiring Complete stage](https://help.workstream.us/en/articles/12694574-set-up-the-hiring-complete-stage.md): Learn how to set up and use the Hiring Complete stage in Workstream.
- [Set up and use VoiceAI](https://help.workstream.us/en/articles/12663091-set-up-and-use-voiceai.md): Use the VoiceAI stage to automatically screen applicants through AI phone calls.
- [Create and publish a job posting](https://help.workstream.us/en/articles/11786326-create-and-publish-a-job-posting.md): Learn how to create and publish a job posting in Workstream so you can share open roles on your Careers page and job boards.
- [Manage single and multiple job postings](https://help.workstream.us/en/articles/11825856-manage-single-and-multiple-job-postings.md): Manage job postings individually or in bulk to keep them organized and updated.
- [Use predefined tags in automated hiring messages](https://help.workstream.us/en/articles/11833774-use-predefined-tags-in-automated-hiring-messages.md): Add the predefined merge tags to the automated messages in any hiring stage.
- [Use predefined tags in position templates](https://help.workstream.us/en/articles/11840916-use-predefined-tags-in-position-templates.md): Add predefined merge tags when editing or creating position templates
- [Use predefined tags on applicant messaging](https://help.workstream.us/en/articles/11840933-use-predefined-tags-on-applicant-messaging.md): Add the predefined merge tags when messaging applicants
- [Create a position template](https://help.workstream.us/en/articles/11844194-create-a-position-template.md): Learn how to create position templates in Workstream so you can reuse job details and keep postings consistent.
- [Update an existing position template](https://help.workstream.us/en/articles/11844215-update-an-existing-position-template.md): Update position templates from Admin or Team View by editing details, job description, and saving your changes
- [Duplicate a position template](https://help.workstream.us/en/articles/11844243-duplicate-a-position-template.md): Duplicate a position template in Admin View to quickly copy and customize an existing template for reuse.
- [Delete a position template](https://help.workstream.us/en/articles/11844255-delete-a-position-template.md): Delete a position template in Admin View by selecting it from the list, clicking the three-dot menu, and confirming the deletion
- [Enable Spanish recruiting in position templates](https://help.workstream.us/en/articles/11844679-enable-spanish-recruiting-in-position-templates.md): Enable Spanish recruiting in position templates to make a Spanish version of your job postings available.
- [New Employment Types supported on Workstream](https://help.workstream.us/en/articles/14693041-new-employment-types-supported-on-workstream.md): Contractor, Per Diem & PRN — understand the new employment types and when to use each one.
- [Enable Canadian French recruiting in position templates](https://help.workstream.us/en/articles/14695310-enable-canadian-french-recruiting-in-position-templates.md): Enable Canadian French recruiting in position templates to make a Canadian French version of your job postings available.
- [Set reapplication limits](https://help.workstream.us/en/articles/11844920-set-reapplication-limits.md): Limit how often people can reapply to your company in Workstream.
- [Build a Hiring report](https://help.workstream.us/en/articles/11852702-build-a-hiring-report.md): Create Hiring reports in Workstream by adding columns, filters, and groups, then save your results.
- [Make changes to a Hiring report](https://help.workstream.us/en/articles/11852703-make-changes-to-a-hiring-report.md): Learn how to edit or delete Hiring reports in Workstream.
- [Send a Hiring report on a schedule](https://help.workstream.us/en/articles/11852709-send-a-hiring-report-on-a-schedule.md): Workstream lets you schedule Hiring reports for automatic delivery. Choose who gets them, the format, and how often they arrive.
- [Use the Hiring Dashboard](https://help.workstream.us/en/articles/11852903-use-the-hiring-dashboard.md): Monitor hiring performance in Workstream with the Hiring Dashboard. View applications over time, track conversion rates, and compare applicant sources.
- [Set up the scheduling stages in your hiring process](https://help.workstream.us/en/articles/11853780-set-up-the-scheduling-stages-in-your-hiring-process.md): Set up the scheduling stage\(s\) in your hiring process templates to define meeting length, type, roles, and instructions for applicants.
- [Manage your availability](https://help.workstream.us/en/articles/11853782-manage-your-availability.md): Once scheduling stages are set up, interviewers must add their availability to the Workstream calendar.
- [Set up your scheduling settings](https://help.workstream.us/en/articles/11853783-set-up-your-scheduling-settings.md): Manage time zones, date ranges, notice periods, and calendar sync settings to control how applicants schedule interviews with you.
- [Schedule interviews with applicants manually](https://help.workstream.us/en/articles/11853784-schedule-interviews-with-applicants-manually.md): Manually schedule interviews by choosing from availability, auto-sending links, or setting a specific day and time for applicants.
- [Reschedule or cancel the interview appointment](https://help.workstream.us/en/articles/11853785-reschedule-or-cancel-the-interview-appointment.md): Learn how to reschedule or cancel interviews with applicants, view cancellation reasons, and manage next steps in the hiring process.
- [Manage and discover prospects with Talent Network](https://help.workstream.us/en/articles/11868213-manage-and-discover-prospects-with-talent-network.md): Find out how Workstream's Talent Network can help you efficiently convert promising prospects into applicants.
- [Manage and engage prospects in Talent Network](https://help.workstream.us/en/articles/11868224-manage-and-engage-prospects-in-talent-network.md): The prospects list and profile in Workstream's Talent Network helps you track, assess, and manage prospects.
- [Review and complete a new hire's Form I-9 \(without E-Verify\)](https://help.workstream.us/en/articles/15570972-review-and-complete-a-new-hire-s-form-i-9-without-e-verify.md): Learn how to help new hires complete Form I-9 in Workstream when your organization does not use E-Verify.
- [Start the onboarding process](https://help.workstream.us/en/articles/11894952-start-the-onboarding-process.md): Learn how to onboard a new hire in Workstream, starting with marking them as hired.
- [Complete onboarding to-dos](https://help.workstream.us/en/articles/11895087-complete-onboarding-to-dos.md): Make sure all onboarding tasks are done so your new hire is fully onboarded and shows as Active.
- [Manage new hire's onboarding progress](https://help.workstream.us/en/articles/11985568-manage-new-hire-s-onboarding-progress.md): See how to check new hire progress, fix issues, resend links, and update onboarding tasks in Workstream.
- [Emergency Contact Checkbox](https://help.workstream.us/en/articles/16099379-emergency-contact-checkbox.md): Under CA law, Workers have the right to name an emergency contact. If a worker is arrested or detained at work and the employer knows about it, the employer must notify that contact when required b...
- [Use the onboarding documents tab](https://help.workstream.us/en/articles/11985733-use-the-onboarding-documents-tab.md): Upload, edit, and assign documents the Onboarding Documents tab.
- [Set up onboarding permissions for your hiring manager](https://help.workstream.us/en/articles/12081613-set-up-onboarding-permissions-for-your-hiring-manager.md): Set onboarding permissions in Admin View by editing the user, enabling Manage onboarding, and saving your changes.
- [Create and modify an onboarding process](https://help.workstream.us/en/articles/12081628-create-and-modify-an-onboarding-process.md): Create an onboarding process in Admin View by naming it, selecting and configuring tasks, then reviewing and saving your setup.
- [Using the onboarding dashboard](https://help.workstream.us/en/articles/12081824-using-the-onboarding-dashboard.md): Track onboarding progress, task completion, and document status in one place with Workstream’s Onboarding Dashboard.
- [Add and manage tax entities \(EIN\)](https://help.workstream.us/en/articles/12081933-add-and-manage-tax-entities-ein.md): With Workstream, you can set up your tax information once and connect it across multiple locations.
- [Add the Form I-9 module to your onboarding process](https://help.workstream.us/en/articles/11878771-add-the-form-i-9-module-to-your-onboarding-process.md): Now that you've set up E-Verify and passed the quiz, it's time to add the Form I-9 module to your onboarding process.
- [Review and complete a new hire’s Form I-9 with E-Verify](https://help.workstream.us/en/articles/11878471-review-and-complete-a-new-hire-s-form-i-9-with-e-verify.md): Learn how to help new hires complete the Form I-9, and create E-Verify cases to verify their work eligibility in the U.S.
- [Track and reverify expired Form I-9 documents](https://help.workstream.us/en/articles/12149513-track-and-reverify-expired-form-i-9-documents.md): Track and reverify expiring I-9s in Workstream by filtering your team list, setting reminders, and completing Supplement B.
- [FAQs: Workstream I-9](https://help.workstream.us/en/articles/12149539-faqs-workstream-i-9.md): Get answers to common questions about Workstream's I-9 service.
- [Make corrections to Form I-9](https://help.workstream.us/en/articles/12513977-make-corrections-to-form-i-9.md): If you need to fix errors on a completed I-9, you can restart a section and update the information.
- [Understand the team member profile](https://help.workstream.us/en/articles/12161150-understand-the-team-member-profile.md): Explore what information you can find in a team member’s profile and how it helps you manage their records effectively
- [Add new team members](https://help.workstream.us/en/articles/12161154-add-new-team-members.md): Add new team members in Workstream using bulk import or manual entry.
- [Use filters on the Team tab](https://help.workstream.us/en/articles/12161158-use-filters-on-the-team-tab.md): Use 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 data](https://help.workstream.us/en/articles/12161159-export-team-member-data.md): Export 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 Profile](https://help.workstream.us/en/articles/16113936-update-to-tax-values-to-display-in-qre-and-in-team-profile.md): We make sure that the QRE \(Quick Reference Employee\) displays the most accurate tax information possible.
- [Assign and manage SOC codes for job titles](https://help.workstream.us/en/articles/14999936-assign-and-manage-soc-codes-for-job-titles.md)
- [Make changes to your team members' data & status](https://help.workstream.us/en/articles/12161166-make-changes-to-your-team-members-data-status.md): Manage your workforce in one place with Active, Onboarding, and Offboarded tabs to track progress, fix issues, and keep records accurate.
- [Set a signing order for signer groups](https://help.workstream.us/en/articles/16276562-set-a-signing-order-for-signer-groups.md): Documents & Signatures — Control the order in which signer groups sign a document, so one group can't sign before another.
- [Assign a specific signer](https://help.workstream.us/en/articles/12205580-assign-a-specific-signer.md): Assign a specific signer in Workstream by editing the document, updating signer fields, and saving the template for accurate workflows.
- [Upload team document template](https://help.workstream.us/en/articles/12206289-upload-team-document-template.md): Use this option when you need a document available for multiple team members.
- [Create and manage document types](https://help.workstream.us/en/articles/12206317-create-and-manage-document-types.md): Use document types to organize files and quickly find the right templates.
- [Assign documents to team members](https://help.workstream.us/en/articles/12206345-assign-documents-to-team-members.md): Once a document is uploaded, you can assign it to individuals or groups. On HRIS V2, documents follow location access so only in-scope users and team members are eligible.
- [Manually add documents to a team member’s profile](https://help.workstream.us/en/articles/12206363-manually-add-documents-to-a-team-member-s-profile.md): Manually add uploads a file directly to one team member’s profile.
- [Track and manage documents](https://help.workstream.us/en/articles/12206403-track-and-manage-documents.md): After you assign a document, track its signing progress, send reminders, and share signing links from one list.
- [Cancel assigned documents](https://help.workstream.us/en/articles/12206428-cancel-assigned-documents.md): If a document assignment is no longer needed, you can cancel it.
- [Archive team member documents](https://help.workstream.us/en/articles/12206513-archive-team-member-documents.md): If a team member document has been completed incorrectly, you can archive it.
- [Archiving or Deleting documents from the Documents tab](https://help.workstream.us/en/articles/16102325-archiving-or-deleting-documents-from-the-documents-tab.md): Use this option when you need to archive or delete a document template.
- [Duplicate a team document template](https://help.workstream.us/en/articles/16109737-duplicate-a-team-document-template.md): Use this option when you need to quickly copy a document available for multiple team members.
- [Create surveys](https://help.workstream.us/en/articles/12166936-create-surveys.md): Create customized surveys to collect applicant or team feedback at any stage of the hiring or onboarding process.
- [Review survey results](https://help.workstream.us/en/articles/12166957-review-survey-results.md): Easily review and manage survey responses within Workstream or export results for further analysis.
- [Learn how survey scoring works](https://help.workstream.us/en/articles/12166960-learn-how-survey-scoring-works.md): Workstream automatically scores rated survey responses to help you evaluate and compare results efficiently.
- [Send messages to applicants using the Messages tab](https://help.workstream.us/en/articles/12259262-send-messages-to-applicants-using-the-messages-tab.md): The Messages tab serves as your central inbox for all applicant communication.
- [Chat with applicants and team members using the SMS messages widget](https://help.workstream.us/en/articles/12259818-chat-with-applicants-and-team-members-using-the-sms-messages-widget.md): The SMS messages widget gives you a faster way to reach out without leaving your current screen.
- [Manage time off requests \(Manager View\)](https://help.workstream.us/en/articles/16105110-manage-time-off-requests-manager-view.md): HR Site — View, search, filter, and act on your team's pending and resolved time off requests, all in one place.
- [Set up the time off policy details](https://help.workstream.us/en/articles/12272645-set-up-the-time-off-policy-details.md): Create a time off policy in Admin View by selecting type, naming it, adding details, setting a start date, and publishing to apply.
- [Set up accrual settings in your time off policies](https://help.workstream.us/en/articles/12272655-set-up-accrual-settings-in-your-time-off-policies.md): Set PTO accruals by length of employment or hours worked. Define rates, milestones, waiting periods, and caps to manage balances.
- [Define carryover limits in your time off policies](https://help.workstream.us/en/articles/12272681-define-carryover-limits-in-your-time-off-policies.md): Set PTO carryover rules by choosing a limit or allowing all hours. Define reset dates, confirm compliance, and save to finalize.
- [Add employees to a time off policy](https://help.workstream.us/en/articles/12272756-add-employees-to-a-time-off-policy.md): Assign employees to PTO policies in Admin View by searching, filtering, and selecting them.
- [Edit time off balances or remove employees](https://help.workstream.us/en/articles/12272809-edit-time-off-balances-or-remove-employees.md): In Admin View, manage PTO by selecting employees, then use bulk actions to edit balances or unassign them from a policy.
- [Edit or deactivate a time off policy](https://help.workstream.us/en/articles/12273112-edit-or-deactivate-a-time-off-policy.md): In Admin View, edit policy details or deactivate a time off policy to stop accruals for all employees, with the option to reactivate later.
- [Assign a time off policy to a team member](https://help.workstream.us/en/articles/12277324-assign-a-time-off-policy-to-a-team-member.md): Assign multiple time off policies by opening a team member’s profile, going to the Time Off tab, and selecting Add policy.
- [Adjust a team member's time off balance](https://help.workstream.us/en/articles/12277339-adjust-a-team-member-s-time-off-balance.md): Adjust time off balances to correct hours, carry over time, or pay out at termination. Choose Sick Leave, Balance Adjustment, or Payout.
- [Create job roles](https://help.workstream.us/en/articles/12294096-create-job-roles.md): Set up job roles in Workstream to define each team member’s responsibilities, access, and pay structure.
- [Update and manage job roles](https://help.workstream.us/en/articles/12294125-update-and-manage-job-roles.md): Keep your team organized by updating job roles, responsibilities, and pay in Workstream.
- [Print and mail checks yourself](https://help.workstream.us/en/articles/12304312-print-and-mail-checks-yourself.md): Use this method if you want to send and mail paper checks manually.
- [Use Checkeeper to print and mail checks](https://help.workstream.us/en/articles/12304402-use-checkeeper-to-print-and-mail-checks.md): Use Checkeeper to print and mail payroll checks. Download the CSV + PDF from Workstream, upload to Checkeeper, and they’ll handle delivery.
- [FAQs: Payroll Processing](https://help.workstream.us/en/articles/12333607-faqs-payroll-processing.md): Run payroll smoothly by following clear steps: submit on time, manage taxes, handle garnishments, and ensure payday accuracy.
- [FAQs: Tax Management](https://help.workstream.us/en/articles/12333612-faqs-tax-management.md): Stay compliant by reviewing tax filings, updating SUI rates, downloading forms, and confirming Workstream handles submissions correctly.
- [FAQs: Employee Management](https://help.workstream.us/en/articles/12333614-faqs-employee-management.md): Update employee info, assign jobs, handle offboarding, manage multiple roles, and ensure tax accuracy when moving locations.
- [FAQs: Employee Payments](https://help.workstream.us/en/articles/12333616-faqs-employee-payments.md): Resolve 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 \(PSL\)](https://help.workstream.us/en/articles/12333621-faqs-paid-time-off-pto-paid-sick-leave-psl.md): Set up policies, track accruals, and show PTO/PSL balances automatically on pay stubs to meet compliance and keep records clear.
- [FAQs: Payroll Integrations & Partners](https://help.workstream.us/en/articles/12333626-faqs-payroll-integrations-partners.md): Connect payroll to QBO, Instant Pay, NEXT Insurance, or EVCO to sync data, cover benefits, and reduce manual admin work.
- [FAQs: Payroll Billing & Fees](https://help.workstream.us/en/articles/12333630-faqs-payroll-billing-fees.md): Review 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 schedule](https://help.workstream.us/en/articles/12333634-faqs-bank-holidays-and-payroll-schedule.md): Plan ahead by adjusting payroll approvals around U.S. bank holidays. Use Workstream alerts to keep employees paid on time.
- [Download W-2s, Form 941s, and Tax Documents in Workstream Payroll](https://help.workstream.us/en/articles/12304809-download-w-2s-form-941s-and-tax-documents-in-workstream-payroll.md): Find out how to download W-2s, 941s, and authorization forms in Workstream Payroll.
- [Set up a payroll entity](https://help.workstream.us/en/articles/12333238-set-up-a-payroll-entity.md): Set up a payroll entity by assigning permissions, confirming tax info, linking locations, and completing pay, bank, and tax setup.
- [Manage your payroll entities](https://help.workstream.us/en/articles/12333254-manage-your-payroll-entities.md): Manage payroll entities in Workstream by setting up company details, tax info, and bank accounts to ensure accurate payroll processing.
- [Assign Payroll setup and management permissions](https://help.workstream.us/en/articles/12334739-assign-payroll-setup-and-management-permissions.md): Control payroll access in Workstream by assigning setup, operations, and management permissions while keeping sensitive data secure.
- [Link a team member profile to a Workstream user](https://help.workstream.us/en/articles/12334741-link-a-team-member-profile-to-a-workstream-user.md): The Link Team Profile feature helps you control admin permissions and ensure everyone has the right level of access.
- [Assign managerial permissions to users](https://help.workstream.us/en/articles/12334743-assign-managerial-permissions-to-users.md): Set up manager access in Workstream so they can view and manage only their direct reports’ jobs, pay, and permissions securely.
- [Add worker classification and SOC codes](https://help.workstream.us/en/articles/12305060-add-worker-classification-and-soc-codes.md): Learn how SOC codes, workers’ comp codes, and ACA worker classifications affect reporting, insurance costs, and compliance.
- [Add and manage earning rates](https://help.workstream.us/en/articles/12305063-add-and-manage-earning-rates.md): Jobs 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 deductions](https://help.workstream.us/en/articles/12305064-add-post-tax-deductions.md): Post-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 Payroll](https://help.workstream.us/en/articles/12305065-manage-employee-benefits-in-workstream-payroll.md): Add and manage benefits like medical, dental, retirement plans, FSAs, and HSAs from employee profiles in Payroll.
- [Filter, analyze, and download reports in the Payroll Dashboard](https://help.workstream.us/en/articles/12328439-filter-analyze-and-download-reports-in-the-payroll-dashboard.md): Filter payroll dashboards by time, location, role, or status. Drill into data, view insights, and export reports easily.
- [Explore the Payroll Dashboards](https://help.workstream.us/en/articles/12328472-explore-the-payroll-dashboards.md): Monitor payroll with Dashboards for labor cost allocation, overtime, wages, and alerts
- [Explore the Payroll report templates](https://help.workstream.us/en/articles/12328606-explore-the-payroll-report-templates.md): Workstream offers a variety of payroll-related reports to help you manage and analyze payroll data.
- [Build custom payroll reports](https://help.workstream.us/en/articles/12328887-build-custom-payroll-reports.md): Workstream'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 data](https://help.workstream.us/en/articles/12333162-use-report-ai-to-analyze-your-payroll-data.md): Report AI lets you ask payroll questions in plain language and instantly get charts or tables, no spreadsheets or pivot tables required.
- [Run regular payroll in Workstream](https://help.workstream.us/en/articles/12306722-run-regular-payroll-in-workstream.md): Learn how to run a regular payroll in Workstream. Create a draft, enter team hours, and submit it for processing.
- [Run off-cycle payroll in Workstream](https://help.workstream.us/en/articles/12315764-run-off-cycle-payroll-in-workstream.md): Learn how to run off-cycle payroll in Workstream to pay bonuses, corrections, or final pay outside your regular schedule.
- [Review and prepare upcoming payrolls](https://help.workstream.us/en/articles/12326185-review-and-prepare-upcoming-payrolls.md): The Upcoming tab shows scheduled payrolls so you can start regular or off-cycle runs, review early, and confirm schedules.
- [Resume and edit draft payrolls](https://help.workstream.us/en/articles/12326189-resume-and-edit-draft-payrolls.md): The Drafts tab is your payroll sandbox to edit, review with reports, set pay details, and finalize before hitting Submit.
- [Manually enter payroll hours](https://help.workstream.us/en/articles/12326648-manually-enter-payroll-hours.md): Use 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 hours on top of what’s already in th...
- [Resolve blocked team members when running payroll](https://help.workstream.us/en/articles/12326649-resolve-blocked-team-members-when-running-payroll.md): If 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 payroll](https://help.workstream.us/en/articles/12326651-finalize-and-submit-payroll.md): Before 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 payroll](https://help.workstream.us/en/articles/12326190-review-your-submitted-payroll.md): Learn how to review submitted payroll in Workstream. Check pay, deductions, benefits, taxes, and reports to ensure accuracy and peace of mind.
- [Run Payroll in the New Experience](https://help.workstream.us/en/articles/13046256-run-payroll-in-the-new-experience.md): Learn how to run payroll using Workstream’s new spreadsheet-style payroll experience.
- [Prepare for 2025 tax filings with Workstream Payroll](https://help.workstream.us/en/articles/12341005-prepare-for-2025-tax-filings-with-workstream-payroll.md): Use Workstream’s Year-End Checklist to make sure your company’s tax information is correct and ready for filing by December 31st.
- [One Big Beautiful Bill Act \(OBBBA\)](https://help.workstream.us/en/articles/12747502-one-big-beautiful-bill-act-obbba.md): Learn what the One Big Beautiful Bill Act \(OBBBA\) means for payroll processing, including how it affects taxable wages and what you need to do in Workstream Payroll.
- [Year-start payroll checklist for 2026](https://help.workstream.us/en/articles/13273731-year-start-payroll-checklist-for-2026.md): Review required payroll and compliance updates for the new year, including taxes, PTO, benefits, and state-specific changes for 2026.
- [2026 Minimum wage changes by state and locality](https://help.workstream.us/en/articles/13274487-2026-minimum-wage-changes-by-state-and-locality.md): Learn which U.S. states and cities are increasing minimum wage in 2026, including updates to tipped wages and tip credit rules. Most changes take effect January 1, 2026.
- [Track every tax filing status in Payroll](https://help.workstream.us/en/articles/16225418-track-every-tax-filing-status-in-payroll.md): The Tax Filings page brings every filing into one live view — so instead of digging around, you always know what's blocked, what's in progress, and what's already filed.
- [Create and view schedules on the HR Site](https://help.workstream.us/en/articles/16105133-create-and-view-schedules-on-the-hr-site.md): Time Management — Build, edit, publish, and view employee schedules directly from the HR Site, in addition to the Hub app.
- [Edit time cards in the new experience](https://help.workstream.us/en/articles/16105177-edit-time-cards-in-the-new-experience.md): Timesheets — Review flags, read worker notes, and edit clock times, breaks, and tips from a single side-panel editor.
- [Use PIN Mode for Shared Time Clock](https://help.workstream.us/en/articles/16105186-use-pin-mode-for-shared-time-clock.md): Shared Time Clock — Let workers clock in on a shared kiosk with a personal PIN instead of a photo.
- [Use Shared Time Clock](https://help.workstream.us/en/articles/14725133-use-shared-time-clock.md): Set up and launch Shared Time Clock to let your team clock in, take breaks, and clock out from a shared kiosk device in the Worker Hub.
- [Set up break rules](https://help.workstream.us/en/articles/12277568-set-up-break-rules.md): Break rules help you manage team members’ breaks according to local laws and company policies.
- [Set up geofencing and long shift warnings](https://help.workstream.us/en/articles/12277570-set-up-geofencing-and-long-shift-warnings.md): Set up geofence and long shift flags in Time & Scheduling to track clock-in locations and monitor overtime risks.
- [Set up time and attendance options](https://help.workstream.us/en/articles/12277571-set-up-time-and-attendance-options.md): Set time attendance rules in Workstream to sync workweeks, enforce shifts, set clock rules, and manage overtime for accurate payroll.
- [Set up roles and shifts to organize your schedule](https://help.workstream.us/en/articles/12277572-set-up-roles-and-shifts-to-organize-your-schedule.md): Workstream lets you create location-specific roles and assign shifts, giving clear visibility into who’s working, when, and in what role.
- [Set up labor cost projection \(Optional\)](https://help.workstream.us/en/articles/12277573-set-up-labor-cost-projection-optional.md): Workstream lets you set labor targets by hours, budget, or % of sales, showing real-time costs as you build schedules.
- [Make time card corrections for payroll](https://help.workstream.us/en/articles/12277576-make-time-card-corrections-for-payroll.md): Workstream flags issues, lets you correct time cards, and streamlines payroll with options for reviews and approval chains.
- [Use and manage shift swapping](https://help.workstream.us/en/articles/12755157-use-and-manage-shift-swapping.md): Learn how to turn on shift swapping, review flagged shifts, and approve replacements using Workstream’s recommendation system.
- [Create roles and assign shift](https://help.workstream.us/en/articles/12277583-create-roles-and-assign-shift.md): Workstream US app for Managers — Make scheduling easy by setting up roles, assigning shifts, and notifying your team.
- [Review and approve flagged shifts](https://help.workstream.us/en/articles/12277584-review-and-approve-flagged-shifts.md): Workstream US app for Managers — Fix shift errors before payroll. Review missed clock-ins, make corrections, and approve payroll.
- [View and share time card edit history](https://help.workstream.us/en/articles/12277592-view-and-share-time-card-edit-history.md): Workstream US app for Managers — Track every timecard edit, see who made changes, and resolve disputes while staying compliant.
- [Use labor cost projection](https://help.workstream.us/en/articles/12277595-use-labor-cost-projection.md): Workstream US app for Managers — Track labor costs in real time with targets by hours, budget, or % of sales as you create schedules.
- [Approve or reject PTO requests](https://help.workstream.us/en/articles/12277596-approve-or-reject-pto-requests.md): Review, approve, or reject time off requests from your shift calendar once policies are set up and assigned in Workstream.
- [Set up user permissions for benefit admins](https://help.workstream.us/en/articles/12278607-set-up-user-permissions-for-benefit-admins.md): Grant Benefits Admin access in Workstream to authorized users, ensuring secure management of employee benefits.
- [Set up a tax entity for benefits](https://help.workstream.us/en/articles/12278609-set-up-a-tax-entity-for-benefits.md): Link your tax entity in Workstream Benefits and ensure employee profiles are complete to enable accurate benefits enrollment.
- [Add benefit plans](https://help.workstream.us/en/articles/12278611-add-benefit-plans.md): Contact our designated Benefits representative to get started with setting up and managing benefit plans for your team.
- [Confirm ACA compliance requirements](https://help.workstream.us/en/articles/12278612-confirm-aca-compliance-requirements.md): Confirm health plans meet ACA standards for value, coverage, and affordability, while consulting your benefits team for compliance.
- [View and track a tax entity's benefit plans](https://help.workstream.us/en/articles/12278613-view-and-track-a-tax-entity-s-benefit-plans.md): Get a full view of benefits by seeing plans, tracking enrollments, reviewing details, and preparing for upcoming periods all from the Summary page.
- [Manage and approve employee benefit enrollments](https://help.workstream.us/en/articles/12278614-manage-and-approve-employee-benefit-enrollments.md): HR admins review and approve benefit enrollment requests triggered by life events like marriage, birth, or coverage loss.
- [Generate 1095-C forms](https://help.workstream.us/en/articles/12278615-generate-1095-c-forms.md): 1095-C forms report employee health coverage for taxes and ACA compliance. Generate, review, and distribute them from the Benefits Summary page.

## Guides

- [Get started as a Super Admin in Workstream](https://help.workstream.us/en/articles/12452638-get-started-as-a-super-admin-in-workstream.md)
- [Get started as a Manager in Workstream](https://help.workstream.us/en/articles/12455064-get-started-as-a-manager-in-workstream.md)
- [Explore your Team View homepage in Workstream](https://help.workstream.us/en/articles/12499993-explore-your-team-view-homepage-in-workstream.md)
- [Drive applicants with Workstream's sourcing tools](https://help.workstream.us/en/articles/11604671-drive-applicants-with-workstream-s-sourcing-tools.md)
- [View and manage your applicants](https://help.workstream.us/en/articles/11605132-view-and-manage-your-applicants.md)
- [Manage your brand and careers page](https://help.workstream.us/en/articles/11625809-manage-your-brand-and-careers-page.md)
- [Use the data exporting tool](https://help.workstream.us/en/articles/11626845-use-the-data-exporting-tool.md)
- [Set up evaluation plans](https://help.workstream.us/en/articles/11629561-set-up-evaluation-plans.md)
- [Use Checkr with Workstream](https://help.workstream.us/en/articles/11661968-use-checkr-with-workstream.md)
- [Use Sterling with Workstream](https://help.workstream.us/en/articles/11662239-use-sterling-with-workstream.md)
- [Connect your calendars to Workstream](https://help.workstream.us/en/articles/11681820-connect-your-calendars-to-workstream.md)
- [Connect and post jobs to a job board](https://help.workstream.us/en/articles/11757987-connect-and-post-jobs-to-a-job-board.md)
- [Manage your job postings](https://help.workstream.us/en/articles/11758339-manage-your-job-postings.md)
- [Use predefined merge tags](https://help.workstream.us/en/articles/11833626-use-predefined-merge-tags.md)
- [Manage your position templates](https://help.workstream.us/en/articles/11844177-manage-your-position-templates.md)
- [Manage your hiring processes](https://help.workstream.us/en/articles/11629657-manage-your-hiring-processes.md)
- [Build and manage Hiring Reports](https://help.workstream.us/en/articles/11852670-build-and-manage-hiring-reports.md)
- [Manage interview scheduling](https://help.workstream.us/en/articles/11853742-manage-interview-scheduling.md)
- [Get started with Talent Network](https://help.workstream.us/en/articles/11868060-get-started-with-talent-network.md)
- [Use Spanish Hiring in Workstream](https://help.workstream.us/en/articles/12714240-use-spanish-hiring-in-workstream.md)
- [Use Canadian French Hiring in Workstream](https://help.workstream.us/en/articles/14712819-use-canadian-french-hiring-in-workstream.md)
- [Get started with Work Opportunity Tax Credit \(WOTC\) and E-Verify](https://help.workstream.us/en/articles/11878487-get-started-with-work-opportunity-tax-credit-wotc-and-e-verify.md)
- [Get started with third-party payroll and HR integrations](https://help.workstream.us/en/articles/11890275-get-started-with-third-party-payroll-and-hr-integrations.md)
- [Get started with new hire onboarding](https://help.workstream.us/en/articles/11894797-get-started-with-new-hire-onboarding.md)
- [Manage your onboarding processes](https://help.workstream.us/en/articles/12038068-manage-your-onboarding-processes.md)
- [Get started with the Team tab](https://help.workstream.us/en/articles/12083918-get-started-with-the-team-tab.md)
- [Get started with the Documents tab](https://help.workstream.us/en/articles/11994082-get-started-with-the-documents-tab.md)
- [Get started with job roles and reporting structures](https://help.workstream.us/en/articles/12293999-get-started-with-job-roles-and-reporting-structures.md)
- [Print and mail paper checks for Payroll](https://help.workstream.us/en/articles/12304100-print-and-mail-paper-checks-for-payroll.md)
- [Set up payroll entities and download tax documents in Workstream Payroll](https://help.workstream.us/en/articles/12304844-set-up-payroll-entities-and-download-tax-documents-in-workstream-payroll.md)
- [Manage payroll users and permissions](https://help.workstream.us/en/articles/12334709-manage-payroll-users-and-permissions.md)
- [View and edit a team member’s profile for Payroll](https://help.workstream.us/en/articles/12161100-view-and-edit-a-team-member-s-profile-for-payroll.md)
- [Use the payroll reporting tools](https://help.workstream.us/en/articles/12328131-use-the-payroll-reporting-tools.md)
- [Manage payroll in Workstream](https://help.workstream.us/en/articles/12305901-manage-payroll-in-workstream.md)
- [Check payroll status and past runs](https://help.workstream.us/en/articles/12306109-check-payroll-status-and-past-runs.md)
- [Manage Time & Scheduling for your team](https://help.workstream.us/en/articles/12261316-manage-time-scheduling-for-your-team.md)
- [Create and manage surveys](https://help.workstream.us/en/articles/12099312-create-and-manage-surveys.md)
- [Message applicants and team members](https://help.workstream.us/en/articles/12258222-message-applicants-and-team-members.md)
- [Set up and track your team's time off policies](https://help.workstream.us/en/articles/12272614-set-up-and-track-your-team-s-time-off-policies.md)
- [Manage your team's benefits](https://help.workstream.us/en/articles/12278505-manage-your-team-s-benefits.md)
- [Manage roles and permissions](https://help.workstream.us/en/articles/12241197-manage-roles-and-permissions.md)
- [Use the Workstream Hire App](https://help.workstream.us/en/articles/12294553-use-the-workstream-hire-app.md)
- [Use the Workstream US App \(Worker Hub\)](https://help.workstream.us/en/articles/12385920-use-the-workstream-us-app-worker-hub.md)
- [Prepare documents for online signing](https://help.workstream.us/en/articles/12081662-prepare-documents-for-online-signing.md): Learn how to prepare and send offer letters, tax forms, and onboarding documents for e-signature in Workstream using Dropbox Sign.
- [Create custom fields](https://help.workstream.us/en/articles/12161350-create-custom-fields.md): Custom fields let you track extra information about your team members that isn’t included in the default fields.
- [Set up Workstream APIs](https://help.workstream.us/en/articles/12278786-set-up-workstream-apis.md): Set up access to your Workstream data through an API so you can manage tokens.
- [Whitelist Workstream URLs](https://help.workstream.us/en/articles/12278915-whitelist-workstream-urls.md): Whitelisting Workstream URLs ensures uninterrupted access to essential features, preventing connectivity issues and allowing seamless use of the platform.
- [Prevent Workstream emails from going to Spam](https://help.workstream.us/en/articles/12278953-prevent-workstream-emails-from-going-to-spam.md): Troubleshoot Workstream email delivery issues and find the right support for your email provider or system.

## Product Updates

- [Monthly Newsletter - December 2025](https://help.workstream.us/en/articles/13268068-monthly-newsletter-december-2025.md): See what’s new in Workstream for December 2025.
- [Manager View of the Workstream Mobile App](https://help.workstream.us/en/articles/15033197-manager-view-of-the-workstream-mobile-app.md)
- [Onboarding Team Members in the Mobile HRIS](https://help.workstream.us/en/articles/15082977-onboarding-team-members-in-the-mobile-hris.md)
- [Worker View of the Workstream Mobile App](https://help.workstream.us/en/articles/15256348-worker-view-of-the-workstream-mobile-app.md)
- [Mail and manage paper checks in Workstream \(Beta\)](https://help.workstream.us/en/articles/13210666-mail-and-manage-paper-checks-in-workstream-beta.md)
- [Set up paper check settings for mailing \(Beta\)](https://help.workstream.us/en/articles/13268188-set-up-paper-check-settings-for-mailing-beta.md): Learn how to configure paper check settings in Workstream so you can start mailing checks to your team.
- [Mail paper checks from a submitted payroll \(Beta\)](https://help.workstream.us/en/articles/13268253-mail-paper-checks-from-a-submitted-payroll-beta.md): Learn how to mail paper checks for team members paid by manual check using Workstream’s check mailing wizard.
- [Track paper checks and mailing progress \(Beta\)](https://help.workstream.us/en/articles/13268654-track-paper-checks-and-mailing-progress-beta.md): See where your paper checks are in Workstream, what each status means, and how to view tracking details after mailing.
- [Take action on paper checks from a submitted payroll \(Beta\)](https://help.workstream.us/en/articles/13268753-take-action-on-paper-checks-from-a-submitted-payroll-beta.md): Learn how to preview or cancel paper checks after payroll submission and understand when each action is available.
- [Manage tips in Workstream \(Beta\)](https://help.workstream.us/en/articles/12598259-manage-tips-in-workstream-beta.md)
- [Create and manage tip policies \(Beta\)](https://help.workstream.us/en/articles/12600881-create-and-manage-tip-policies-beta.md): Set up a tip policy in Workstream. Choose your locations, decide who’s eligible for tips, and define how tips will be shared.
- [Create and manage tip pools \(Beta\)](https://help.workstream.us/en/articles/12632391-create-and-manage-tip-pools-beta.md): Learn how to create, edit, and distribute tip pools in Workstream.
- [Apply tip pools to payroll \(Beta\)](https://help.workstream.us/en/articles/12632943-apply-tip-pools-to-payroll-beta.md): Learn how finalized tip pools connect to payroll, how cash vs paycheck tips appear, and what to do if your pool doesn’t show up.
- [Send an announcement in Chat \(Beta\)](https://help.workstream.us/en/articles/12281275-send-an-announcement-in-chat-beta.md): Workstream US app for Managers — Send announcements to all staff, specific locations, or groups to keep everyone updated.
- [Track announcement acknowledgement \(Beta\)](https://help.workstream.us/en/articles/12281278-track-announcement-acknowledgement-beta.md): Workstream US app for Managers — Track announcement views, see who’s read them, and message anyone who hasn’t.
- [React or respond to a message \(Beta\)](https://help.workstream.us/en/articles/12281292-react-or-respond-to-a-message-beta.md): Workstream US app - Tap and hold a message to react, reply, start a thread, mark unread, copy, flag, or translate in Workstream chat.
- [Edit or delete messages you've sent \(Beta\)](https://help.workstream.us/en/articles/12281293-edit-or-delete-messages-you-ve-sent-beta.md): Workstream US app - Tap and hold your message to react, reply, edit, copy, flag, delete, or view details like read status in Workstream Chat.
- [Share media in chat \(Beta\)](https://help.workstream.us/en/articles/12281291-share-media-in-chat-beta.md): Workstream US app - With Workstream Chat, you can send messages using text, photos, voice notes, emojis, and more, just like you would in any group chat.
- [Create a form \(Beta\)](https://help.workstream.us/en/articles/12281629-create-a-form-beta.md): Workstream US app for Managers — Create and customize forms with different types, questions, and privacy settings for team use.
- [View and edit forms \(Beta\)](https://help.workstream.us/en/articles/12281630-view-and-edit-forms-beta.md): Workstream US app for Managers — View, edit, and publish forms. Update drafts or existing forms and keep your team’s documents up to date.
- [Archive forms \(Beta\)](https://help.workstream.us/en/articles/12281633-archive-forms-beta.md): Workstream US app for Managers — Archive forms to stop future use while keeping active tasks, and view archived versions anytime.
- [Assign a task \(Beta\)](https://help.workstream.us/en/articles/12281635-assign-a-task-beta.md): Workstream US app for Managers — Create, assign, and track tasks with forms, due dates, and repeats to keep your team on track.
- [Manage your team's tasks \(Beta\)](https://help.workstream.us/en/articles/12272564-manage-your-team-s-tasks-beta.md)
- [Track and complete tasks \(Beta\)](https://help.workstream.us/en/articles/12281638-track-and-complete-tasks-beta.md): Workstream US app for Managers — Assign, track, and complete tasks by due date, status, and assignee to keep your team accountable.
- [Track and manage notes \(Beta\)](https://help.workstream.us/en/articles/12281640-track-and-manage-notes-beta.md): Workstream US app for Managers — View and organize Manager Logbook notes. Edit, export, or delete entries to keep records clean.
- [Manage note categories \(Beta\)](https://help.workstream.us/en/articles/12281641-manage-note-categories-beta.md): Workstream US app for Managers - Access the Logbook to view, edit, and organize notes by category.
- [Create a note \(Beta\)](https://help.workstream.us/en/articles/12281639-create-a-note-beta.md): Workstream US app for Managers — Use the Manager Logbook to leave daily notes, tag staff, and share updates with the right people.
- [Assign a task to a team member in a direct message \(Beta\)](https://help.workstream.us/en/articles/12281289-assign-a-task-to-a-team-member-in-a-direct-message-beta.md): Workstream US app for Managers — Assign quick to-do tasks directly in Workstream Chat to keep work moving.
- [Use general chat for team-wide updates \(Beta\)](https://help.workstream.us/en/articles/12281281-use-general-chat-for-team-wide-updates-beta.md): Workstream US app for Managers — General chat includes all active team members automatically and updates as staff join or leave.
- [Send a direct message \(Beta\)](https://help.workstream.us/en/articles/12281282-send-a-direct-message-beta.md): Chat one-on-one with a team member in Workstream Chat.
- [Create a custom group chat \(Beta\)](https://help.workstream.us/en/articles/12281285-create-a-custom-group-chat-beta.md): Workstream US app for Managers — Start a conversation with a specific group of team members in Workstream Chat.
- [Use Workstream's Chat to connect with your team \(Beta\)](https://help.workstream.us/en/articles/12281295-use-workstream-s-chat-to-connect-with-your-team-beta.md)

## Settings

- [Get help with your billing](https://help.workstream.us/en/articles/12045433-get-help-with-your-billing.md): For billing questions, email billing@workstream.is. Our team responds within 24–48 hours to assist with payments, invoices, or charges.
- [Add and edit roles and permissions](https://help.workstream.us/en/articles/12241417-add-and-edit-roles-and-permissions.md): Manage user access as a Super Admin by assigning default or custom roles with specific permissions, ensuring secure and efficient operations
- [Add, edit, and activate users](https://help.workstream.us/en/articles/12241425-add-edit-and-activate-users.md): Super Admins can add, edit, and manage user accounts in Workstream, ensuring proper access and permissions across the platform.
- [Restrict visibility based on location](https://help.workstream.us/en/articles/12241429-restrict-visibility-based-on-location.md): Admins can use location-based visibility to ensure team members only see info relevant to their locations and departments.
- [View a team member's last sign-in](https://help.workstream.us/en/articles/12241431-view-a-team-member-s-last-sign-in.md): Workstream allows admins to monitor user engagement by viewing each team member’s last sign-in time.
- [Add and manage a department](https://help.workstream.us/en/articles/12270171-add-and-manage-a-department.md): Keep track of your positions and job postings by adding departments to Workstream.
- [Add and manage a location](https://help.workstream.us/en/articles/12270202-add-and-manage-a-location.md): Learn how to add, edit, and delete locations in Workstream.
- [Update your personal details](https://help.workstream.us/en/articles/12061915-update-your-personal-details.md): Easily update your phone number or password in Workstream to keep your account secure and ensure you receive timely notifications.
- [Manage multiple accounts](https://help.workstream.us/en/articles/12061922-manage-multiple-accounts.md): With Workstream, you can use one email to access and manage all of your accounts.
- [Troubleshoot login issues](https://help.workstream.us/en/articles/12061925-troubleshoot-login-issues.md): Fix the error 'The email and password combination that you entered is incorrect' when you try to sign in to Workstream.
- [Set up notifications](https://help.workstream.us/en/articles/12270989-set-up-notifications.md): Customize your Workstream notification settings to receive updates that matter to you.

## Workstream App

- [Use the Workstream Job Seeker App](https://help.workstream.us/en/articles/15255699-use-the-workstream-job-seeker-app.md): Learn how to sign up, search for jobs, apply, and track your applications using the Workstream Job Seeker App.
- [Manage applicants in the Workstream Hire app](https://help.workstream.us/en/articles/12294456-manage-applicants-in-the-workstream-hire-app.md): Workstream Hire App - Manage applicants anytime. View info, status, files, and feedback, then move them forward or reject as needed.
- [Customize notifications in the Workstream Hire app](https://help.workstream.us/en/articles/12384853-customize-notifications-in-the-workstream-hire-app.md): Workstream Hire App - Ensure you're notified of all the key moments that matter to you.
- [Manage scheduling in the Workstream Hire app](https://help.workstream.us/en/articles/12385515-manage-scheduling-in-the-workstream-hire-app.md): Workstream Hire App - Easily schedule interviews with applicants in seconds.
- [Manage job postings in the Workstream Hire app](https://help.workstream.us/en/articles/12385522-manage-job-postings-in-the-workstream-hire-app.md): Workstream Hire App - Publish new job postings from your phone. When you've filled a position, easily unpublish.
- [Track your time at work in the Workstream US App](https://help.workstream.us/en/articles/12399257-track-your-time-at-work-in-the-workstream-us-app.md): Workstream US App - Use the app to clock in and out, take breaks, or start an unscheduled shift. You can also fix mistakes in your schedule by flagging shifts for your manager.
- [Manage your time off and availability in the Workstream US App](https://help.workstream.us/en/articles/12399259-manage-your-time-off-and-availability-in-the-workstream-us-app.md): Workstream US App - Need a day off or have times you can’t work? You can request time off or block hours you’re unavailable so your manager knows when you’re free.
- [Communicate with your team in the Workstream US App](https://help.workstream.us/en/articles/12399264-communicate-with-your-team-in-the-workstream-us-app.md): Workstream US App - Tap the 💬 chat icon to send messages, read announcements, or connect with coworkers in group or direct chats.
- [Share and manage messages in the Workstream US App](https://help.workstream.us/en/articles/12399269-share-and-manage-messages-in-the-workstream-us-app.md): Workstream US App - Make your chats more useful and fun by adding photos, emojis, or voice notes. You can also react to messages, reply in threads, or translate them.
- [Receive tasks from your manager in the Workstream US App](https://help.workstream.us/en/articles/12399274-receive-tasks-from-your-manager-in-the-workstream-us-app.md): Workstream US App - Stay on top of your work with tasks your manager assigns. You’ll see them in your to-do list or direct messages, and you can mark them complete once you’re done.
- [Manage your payroll in the Workstream US App](https://help.workstream.us/en/articles/12399276-manage-your-payroll-in-the-workstream-us-app.md): Workstream US App - Use the app to update your personal, payment, and tax details. You can also view paystubs, download tax forms, and keep your records up to date.
- [Manage your benefits in the Workstream US App](https://help.workstream.us/en/articles/12399280-manage-your-benefits-in-the-workstream-us-app.md): Workstream US App - Check your current benefits or make changes when you have a life event, like marriage or a new child. Everything is available in the Benefits section of the app.
- [Flag or request shift swaps](https://help.workstream.us/en/articles/12757428-flag-or-request-shift-swaps.md): Workstream US app - Learn how to flag your shift, request coverage, or claim open shifts from other team members.

## Integrations

- [Connect Checkr with Workstream](https://help.workstream.us/en/articles/11662009-connect-checkr-with-workstream.md): Learn how to connect Checkr to Workstream and make your applicant background checks easier.
- [Manage your Checkr integration](https://help.workstream.us/en/articles/11662108-manage-your-checkr-integration.md): Once you're connected with Checkr, you can manage enabled background check packages and perform various tasks on the Checkr integration page
- [Run and track background checks with Checkr](https://help.workstream.us/en/articles/11662139-run-and-track-background-checks-with-checkr.md): Start and track Checkr background checks in Workstream once an applicant reaches the background check stage.
- [Connect Sterling with Workstream](https://help.workstream.us/en/articles/11662269-connect-sterling-with-workstream.md): Learn how to connect Sterling to Workstream and make your applicant background checks easier.
- [Manage your Sterling integration](https://help.workstream.us/en/articles/11662273-manage-your-sterling-integration.md): Once connected with Sterling, you can manage enabled background check packages and perform various tasks on the Sterling integration page
- [Run and track background checks with Sterling](https://help.workstream.us/en/articles/11662278-run-and-track-background-checks-with-sterling.md): Start and track Sterling background checks in Workstream once an applicant reaches the background check stage.
- [Connect and manage your Google Calendar](https://help.workstream.us/en/articles/11697075-connect-and-manage-your-google-calendar.md): Learn how to connect your Google Calendar with Workstream to sync interviews and manage your schedule.
- [Connect and manage your Outlook Calendar](https://help.workstream.us/en/articles/11729457-connect-and-manage-your-outlook-calendar.md): Learn how to connect your Outlook Calendar with Workstream to sync interviews and manage your schedule.
- [Connect and sponsor job postings through Indeed](https://help.workstream.us/en/articles/11758039-connect-and-sponsor-job-postings-through-indeed.md): Workstream's integration with Indeed gives you a simple, cost-effective way to maximize job visibility on the world’s leading job site.
- [FAQs: Indeed](https://help.workstream.us/en/articles/11758120-faqs-indeed.md): Get answers to common questions regarding the Workstream \<\> Indeed integration
- [Connect and post jobs to JobTarget](https://help.workstream.us/en/articles/11758257-connect-and-post-jobs-to-jobtarget.md): Connect JobTarget to Workstream to manage, promote, and track job postings across multiple job boards in one platform.
- [Manage your calendar sync settings in Workstream](https://help.workstream.us/en/articles/12714324-manage-your-calendar-sync-settings-in-workstream.md): Learn how to manage your calendar sync settings in Workstream. Display calendars, avoid scheduling conflicts, and sync interviews with Google or Outlook.
- [Connect and set up E-Verify](https://help.workstream.us/en/articles/11878434-connect-and-set-up-e-verify.md): Workstream offers E-Verify to help confirm employment eligibility for new hires in the U.S., with a simple setup and integration process.
- [Manage E-Verify cases](https://help.workstream.us/en/articles/11878451-manage-e-verify-cases.md): Learn how to handle E-Verify cases that need your attention.
- [Connect and set up WOTC.com \(a TC Services USA company\)](https://help.workstream.us/en/articles/11878453-connect-and-set-up-wotc-com-a-tc-services-usa-company.md): Send an eligible new hire’s information to WOTC‌.com \(a TC Services USA company\) through Workstream Onboarding.
- [Connect and set up WOTC by Efficient Hire \(Equifax\)](https://help.workstream.us/en/articles/11878455-connect-and-set-up-wotc-by-efficient-hire-equifax.md): Send an eligible new hire’s information to WOTC by Efficient Hire \(Equifax\) through Workstream Onboarding.
- [Connect and set up Paychex Flex](https://help.workstream.us/en/articles/11878464-connect-and-set-up-paychex-flex.md): Connect Paychex Flex with Workstream to sync employee data seamlessly and simplify your onboarding to payroll process.
- [Connect with ADP Workforce Now](https://help.workstream.us/en/articles/11878468-connect-with-adp-workforce-now.md): Easily move new hires from Workstream to ADP Workforce Now \(ADP WFN\) for payroll and reporting.
- [Add and manage Paychex Flex in your onboarding process](https://help.workstream.us/en/articles/11891675-add-and-manage-paychex-flex-in-your-onboarding-process.md): Incorporate Paychex Flex into your onboarding steps to automatically capture and sync new hire information.
- [Add ADP Workforce Now to your onboarding process](https://help.workstream.us/en/articles/11891678-add-adp-workforce-now-to-your-onboarding-process.md): Integrate ADP Workforce Now into your onboarding process to sync new hire data automatically.
- [Connect Qu with Workstream](https://help.workstream.us/en/articles/11878475-connect-qu-with-workstream.md): Automatically sync your new hires from Workstream to Qu.
- [Connect Crunchtime with Workstream](https://help.workstream.us/en/articles/11878482-connect-crunchtime-with-workstream.md): Automatically sync your new hires from Workstream to Crunchtime \(NetChef\).
- [Connect NEXT Insurance with Workstream](https://help.workstream.us/en/articles/12281158-connect-next-insurance-with-workstream.md): Learn how to set up the NEXT Insurance integration for Workstream Payroll.
- [Connect SimplyInsured with Workstream](https://help.workstream.us/en/articles/12281160-connect-simplyinsured-with-workstream.md): Learn how to set up the SimplyInsured integration for Workstream Payroll.
- [Connect QuickBooks Online with Workstream](https://help.workstream.us/en/articles/12281164-connect-quickbooks-online-with-workstream.md): Learn how to set up the QuickBooks Online integration for Workstream Payroll.
- [Connect Human Interest with Workstream](https://help.workstream.us/en/articles/16113604-connect-human-interest-with-workstream.md): Learn how to set up the Human Interest integration for Workstream Payroll.