User Training

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

• Scheduling Settings
• Notification Settings

Step 2: Add Interview Availability

• How to Add Interview Availability
• Connect Your Calendar with Workstream: Google | Outlook

Step 3: Get Familiar with Hiring

• Learn How to Manage Applicants
• Download the Workstream Mobile App

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