TRAINING LIBRARY
HR Management
(Onboarding, Surveys, Documents & Signature, Records)
Welcome to Workstream HR Management! This page will guide you in setting up all products in our HR Management suite.
Below, you'll find an overview of our products, detailed steps to set them up effectively, and insights into managing your team with powerful efficiency. Think of it as a checklist.
Onboarding
Once set up, you can collect all the paperwork you need to officially turn an applicant into a team member—without touching a sheet of paper. Each item below is linked to a quick tutorial video:
- Add your Tax Information
- Upload Company Documents
- Build an Onboarding Process
- Connect and set up E-Verify
Records
Think of this as your digital filing cabinet for all of your employees. You can safely store all necessary documents, access them anywhere, and manage your employees in one spot.
Documents & Signatures
Get documents signed and stored anytime. Policy updates don't need to be a paperwork headache.
Surveys
Understand how key moments in a worker's journey are going, from the first day to the last day.
Need additional help?
- Email: help@workstream.is
- Live chat (available in your Workstream dashboard)
- Phone: 833-975-7876
Watch our complete training video guiding you on setting up all products in our HR Management suite:

Workstream is the leading HR, Payroll, and Hiring platform for the hourly workforce. Its smart technology streamlines HR tasks so franchise and business owners can move fast, reduce labor costs, and simplify operations—all in one place. 46 of the top 50 quick-service restaurant brands—including Burger King, Jimmy John’s, Taco Bell—rely on Workstream to hire, retain, and pay their teams. Learn more at workstream.us.
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