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TRAINING LIBRARY

User Training

(For anyone using Workstream)

Welcome to Workstream! This guide is for anyone who is planning to use Workstream.

Below are steps to set up your profile to start using Workstream effectively. Once you are added to a Workstream account, you will receive an email to create your password. Please check your spam if you can't find it.

If you'd like to download or save a copy of this checklist, here is the PDF version

Hiring (30 mins)

This section will get your profile ready to start managing and hiring applicants:

Step 1: Confirm Profile Settings

Step 2: Add Interview Availability

Step 3: Get Familiar with Hiring

Onboarding (5 mins)

If your account has access to Onboarding, please watch the video below on how to manage new hires during their onboarding process:

Step 1: How to Onboard New Hires

Records (5 mins)

Watch the video below to learn how to manage employee records in your Workstream account. Think of it as a digital filing cabinet for all of your employees.

Step 1: Edit and Manage Team Members

Documents & Signatures (5 mins)

Get documents signed and stored anytime. Policy updates don't need to be a paperwork headache.

Step 1: Assign Documents to Team Members

Surveys (5 mins)

Understand how key moments in a worker's journey are going, from the first day to the last day.

Step 1: Create and Assign Surveys

Need additional help?

  • Email: help@workstream.is
  • Live chat (available in your Workstream dashboard)
  • Phone: 833-975-7876
Watch our complete user training video guiding you on everything you need to know:
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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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