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User Management & Settings

My Account

The Account page allows you to modify your account settings in WorkStep including your name, email address, job title, and time zone. Latest Data Upload. Included on this page is a section that gives…

Updated 2 months ago by Sonja Schurig

Employee Roster Sync

You can automate the import of your employee data using an HRIS scheduled report. This is an easy and automated way to import the employee data needed in WorkStep. For WorkStep RETAIN, an HRIS schedu…

Updated 6 months ago by Sonja Schurig

User Access and Team Management

WorkStep enables administrators the ability to manage team members’ access to your organization’s account. Administrators can create and manage team members and their access from the Team area. This…

Updated 8 months ago by Sonja Schurig

Data Upload History

Data Upload History. The WorkStep RETAIN product requires an HRIS data upload on a weekly basis. An HRIS data upload is highly recommended for WorkStep HIRE customers to automate the reconciliation o…

Updated 1 year ago by Sonja Schurig

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