Workstream

Create an onboarding process in Admin View by naming it, selecting and configuring tasks, then reviewing and saving your setup.

Create and modify an onboarding process

Manage your onboarding processes

Set onboarding permissions in Admin View by editing the user, enabling Manage onboarding, and saving your changes.

Set up onboarding permissions for your hiring manager

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.

Add the Form I-9 module to your onboarding process

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.

Review and complete a new hire’s Form I-9 with E-Verify

Make sure all onboarding tasks are done so your new hire is fully onboarded and shows as Active.

Complete onboarding to-dos

Get started with new hire onboarding

See how to check new hire progress, fix issues, resend links, and update onboarding tasks in Workstream.

Manage new hire's onboarding progress

Learn how to onboard a new hire in Workstream, starting with marking them as hired.

Start the onboarding process

Upload, edit, and assign documents the Onboarding Documents tab.

Use the onboarding documents tab

Track onboarding progress, task completion, and document status in one place with Workstream’s Onboarding Dashboard.

Using the onboarding dashboard

If you need to fix errors on a completed I-9, you can restart a section and update the information.

Make corrections to Form I-9

Onboarding

Workstream Launch Checklist

Workstream Help Center

Find answers and get help from Intercom Support and Community Experts

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