Scope of Implementation

Workstream Technologies, Inc.

Last Updated Date: May 18, 2026

The following outlines the scope of implementation and data migration services for the Workstream platform. Data migration services are subject to applicable fees as defined in the Order Form. Services expressly listed are included within the applicable scope. Any services not listed are deemed Custom Data Migration, are excluded from standard scope, and may be subject to additional fees.

1. Standard Scope of Hiring & ATS Implementation

As part of a Hiring & ATS implementation, Workstream will configure the platform and provide guided training to support your hiring workflow from job creation through applicant management.

 

Implementation Services

• Account setup and brand configuration (logo, career page banner, company description)
• Creation of position templates and hiring processes
• Job posting setup and connection to free job boards (e.g., Indeed)
• Interview scheduling setup and calendar integration
• One (1) Hiring Training call covering platform configuration and feature walkthrough
• Post-training follow-up with recorded session and help center resources

Data Migration

No data migration is included within the standard scope of a Hiring-only implementation. Candidate or applicant pipeline data from a previous system is considered Custom Data Migration and is subject to additional fees.

 

2. Standard Scope of HRIS Implementation & Data Migration

As part of an HRIS Full Suite (Onboarding & Team Management) implementation, Workstream will configure the platform, provide guided training, and assist in uploading team members if necessary.

 

Implementation Services

All services included in the Hiring & ATS scope (Section 1) are included, plus:

• Onboarding process configuration, including I-9 setup, custom forms, and documents walkthrough
• Team member profile setup and permissions configuration
• One (1) Onboarding Training call covering onboarding workflows, documents, and new hire management
• Post-training follow-up with recorded session and help center resources

Data Migration

If Team Management is included, Workstream can perform a standard migration of basic employee demographic data if necessary. The following data will be migrated:

• Employee name and contact information
• Date of birth and Social Security Number (SSN)
• Home address
• Gender
• Employment type (full-time / part-time)
• Emergency contact information
• Job and earnings information

All data must be provided in a structured, raw data format. Workstream does not extract or migrate data from documents, PDFs, or unstructured files as part of standard implementation.

 

3. Standard Scope of Payroll Implementation & Data Migration

As part of payroll implementation, Workstream will perform a standard data migration necessary to onboard your payroll account.

 

Implementation Services

• Payroll entity setup, including tax entity configuration and bank account authorization for each EIN
• Company tax parameter review and payroll account submission for live status
• Employee and payroll data migration (see below)
• 1-2 Payroll Training calls, including a guided mock payroll run prior to the first live payroll
• Hands-on support for the first two (2) payroll runs

Data Migration

The following data will be migrated:

• Employee demographics
• Employee job information and earning rates
• Employee direct deposit details
• Employee tax withholding elections
• Employee deduction and benefit amounts
• Year-to-date payroll history for employees paid in the current calendar year (including earnings, deductions, and taxes)

All data must be provided in a structured, raw data format. Workstream does not extract or migrate data from documents, PDFs, or unstructured files as part of standard implementation.

 

4. Standard Scope of Time & Scheduling Implementation

As part of a Time & Scheduling implementation, Workstream will assist in the configuration of the platform and provide guided training to support shift scheduling and time tracking for your workforce.

 

Implementation Services

• Time & Scheduling account configuration, including location and role settings
• Manager access and permission configuration
• One (1) Time & Scheduling Training call covering scheduling, time tracking, and timesheet review and approval workflows
• Post-training follow-up with recorded session and help center resources

Data Migration

No data migration is included within the standard scope of a Time & Scheduling implementation. Historical timesheet or scheduling data from a previous system is considered Custom Data Migration and is subject to additional fees.

 

5. Standard Scope of Benefits Administration Implementation

As part of a Benefits Administration (BenAdmin) implementation, Workstream will coordinate the collection of benefits data, facilitate benefit plan setup, and provide guided training on the BenAdmin platform. Workstream’s BenAdmin product integrates directly with payroll to automate employee benefit deductions.

 

Implementation Services

• BenAdmin Kickoff Call to review the setup process, requirements, and timeline
• Collection and review of benefits documentation required for plan setup, including:
  • Benefit plan details
  • Employee enrollment data
  • ACA historical data (if ACA tracking is included in the Order Form)
    
• Submission of documentation for benefit plan creation
• Activation of the BenAdmin module once benefit plans are finalized
• One (1) BenAdmin Training call covering plan navigation, employee enrollment, and deduction management
• Handoff to a dedicated Benefits Account Manager upon training completion

Data Migration

Benefit plan setup is facilitated through Workstream’s standard documentation collection process. Once plans are built and activated, benefit deductions will flow automatically into payroll. No additional data migration is included. Any data migration requests outside of this process are considered Custom Data Migration and are subject to additional fees.

 

6. Custom Data Migration (Additional Fees Apply)

Any data migration requests outside of the standard scope listed above are considered custom and are not included in the standard implementation package.

Custom data migration services may be available for an additional fee and must be scoped and agreed upon separately. If you have data you would like migrated that falls outside of the standard scope, please contact your Implementation Specialist to discuss feasibility and applicable costs.

Examples of custom data migration requests include, but are not limited to:

• Historical employee data beyond the current calendar year (including terminated employees)
• Applicant or candidate pipeline data
• Employee documents (e.g., paystubs, I-9 forms, onboarding documents, W-4 forms)
• Historical timesheet or scheduling records
• File transfers or structured data imports from non-standard formats

Workstream reserves the right to evaluate and scope all custom data migration requests prior to implementation. Fees will vary based on complexity and data volume.

If you have any questions or require assistance in optimizing your payroll processes to avoid these fees, please do not hesitate to contact our Support team. We are here to help!

Workstream Customer Support: help@workstream.is or (415) 669-8741