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 or regenerate onboarding 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 — Control the order onboarding documents are presented and signed, so paperwork is completed in the sequence you intend.

Set a sequential signing order for onboarding documents

Onboarding

Workstream Launch Checklist

Workstream Help Center

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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