Getting Started with Workstream

Workstream offers a wide range of solutions for your hiring - from sourcing to testing and selecting the best applicants.

Lei Xu avatar Janina avatar Nicole avatar +3
36 articles in this collection
Written by Lei Xu, Janina, Nicole and 3 others

How to Add a Document Using the Upload File Feature?

With Workstream, you can upload and send any files to your applicants.
Janina avatar
Written by Janina
Updated over a week ago

How to Manually Add a Walk-in Applicant?

Workstream allows you to manually add walk-in applicants easily in one place.
Elleine Velasquez avatar
Written by Elleine Velasquez
Updated over a week ago

How to Add a Sign Date Tag Into an Uploaded file?

A sign date tells you the date when the document has been signed.
Janina avatar
Written by Janina
Updated over a week ago

How to Add a Standardized Form?

Workstream allows you to add and send various forms such as W9, I9, W4, etc that must be filled out when you bring on new employees.
Janina avatar
Written by Janina
Updated over a week ago

How to Use Integration?

Workstream's Integration Feature connects your account to premium job boards as well as with Checkr.
Dianne P. avatar
Written by Dianne P.
Updated this week

How to Add a Checkbox Tag Into an Uploaded File?

A Checkbox tag allows your users and applicants to choose more than one option from the uploaded file.
Janina avatar
Written by Janina
Updated over a week ago

How to Add a Signature Tag into an Uploaded File?

A Signature tag allows your users and applicants to sign any online documents uploaded in your Workstream account.
Janina avatar
Written by Janina
Updated over a week ago

What is a Custom Stage?

This stage is also known as holding stage where have the option to either keep your applicants before moving them to the next stage.
Derma Aldea avatar
Written by Derma Aldea
Updated this week

What is a Standardized Form?

Workstream offers you some standardized forms that the new employees must have to complete at hire.
Janina avatar
Written by Janina
Updated over a week ago

What is a Quiz Stage?

Ask an applicant to take quiz.
Derma Aldea avatar
Written by Derma Aldea
Updated this week

How to See Who Had Been Confirmed for a Scheduled Interview?

Workstream allows you to check the applicants that are confirmed for interview.
Dianne P. avatar
Written by Dianne P.
Updated this week

How to Use the Messages Tab?

Workstream offers the Messaging tab, where all messages to and from applicants are in one place.
Dianne P. avatar
Written by Dianne P.
Updated this week

What is a Form Stage?

Collect additional information or files from an applicant via online form.
Elleine Velasquez avatar
Written by Elleine Velasquez
Updated this week

How to Add a Textbox Tag Into an Uploaded File?

A Textbox tag allows your users and applicants to add a bunch of text to any online documents uploaded in your Workstream account.
Janina avatar
Written by Janina
Updated over a week ago

How to Set-Up a Scheduling Stage?

Workstream's scheduling stage helps simplify the process of setting up appointments between the client and applicants.
Dianne P. avatar
Written by Dianne P.
Updated this week

What is a Background Check Stage?

Background Check stage allows you to conduct applicant's history check quickly and easily using Checkr.
Elleine Velasquez avatar
Written by Elleine Velasquez
Updated this week

How to View your Applicant's Application?

With Workstream, you can view and screen your applicants' details in one place.
Elleine Velasquez avatar
Written by Elleine Velasquez
Updated over a week ago

How to Add an Initial Tag into an Uploaded File?

An Initial tag allows your users and applicants to sign any online documents uploaded in your Workstream account.
Janina avatar
Written by Janina
Updated over a week ago

What is a Draft Template?

Workstream offers you a draft template which you can use as your offer template to your applicants.
Janina avatar
Written by Janina
Updated over a week ago

How to Add New Merge Tags Using the Draft Template?

Workstream allows you to add new merge tags that can be added to populate in your signing draft template.
Janina avatar
Written by Janina
Updated over a week ago

How to Add Merge Tags in the Draft Templates?

Workstream offers you various merge tags that can be used to populate in your signing document through the draft template.
Janina avatar
Written by Janina
Updated over a week ago

How to Use the Mention Feature?

With Workstream, you can easily communicate with your team members on a certain applicant by using the mention feature.
Elleine Velasquez avatar
Written by Elleine Velasquez
Updated over a week ago

How to Manage Your Applicants?

With Workstream, you can monitor the status of your applicants in a single place.
Elleine Velasquez avatar
Written by Elleine Velasquez
Updated over a week ago

How to Move Applicants from One Stage to Another?

With Workstream, you can easily move one or multiple applicants that applied for one of your positions to any stage of your hiring process.
Elleine Velasquez avatar
Written by Elleine Velasquez
Updated over a week ago

How to Publish a Job Description?

Increase your applicants by publishing your job description through Workstream job boards.
Dianne P. avatar
Written by Dianne P.
Updated over a week ago

How to Get Notified?

Workstream allows you to receive notifications as well as the applicant's profile in PDF directly via email.
Nicole avatar
Written by Nicole
Updated over a week ago

How to Set up the Evaluation Plan in Your Workstream Dashboard?

Create an evaluation plan that your team can consistently use to rate and give feedback on your applicants.
Janina avatar
Written by Janina
Updated over a week ago

How to Add Department?

Adding departments to your Workstream dashboard, helps you to organize easily in one place all the roles for which you are currently hiring.
Elleine Velasquez avatar
Written by Elleine Velasquez
Updated over a week ago

How to Set up Your Availability Using Workstream Calendar?

Easily set-up and manage time slots for your interviews. Note that you must add time slots before moving applicants to the interview stage.
Janina avatar
Written by Janina
Updated over a week ago

Workstream's On-boarding Process

Workstream provides the important information and get things right from the very start!
Janina avatar
Written by Janina
Updated over a week ago

Getting Started as a Workstream Admin

Guide to setting up and customizing Workstream for your company.
Lei Xu avatar
Written by Lei Xu
Updated over a week ago

Getting Started as a Hiring Manager

First-time user guide to using Workstream as a hiring manager, managing applicants, and scheduling interviews.
Lei Xu avatar
Written by Lei Xu
Updated over a week ago

How to Edit a Job Description?

Workstream allows you to edit your job descriptions at anytime.
Nicole avatar
Written by Nicole
Updated over a week ago

What is an Offer stage type?

Send documents to applicants for digital signature
Janina avatar
Written by Janina
Updated over a week ago

How to Set-up a Background Check

Workstream allows you to conduct background checks quickly and easily using Checkr.
Janina avatar
Written by Janina
Updated over a week ago

How to Run a Background Check

Workstream allows you to track candidates as well as to view background check results and reports with the help of Checkr.
Janina avatar
Written by Janina
Updated over a week ago