Enrolments

To enable a frictionless process for employees to enrol onto Stream, we recommend an approach which ensures we only gather elements of data essential to specific stages of the enrolment process, with clear steps/guidance as to what data is required, when and how:

Step 1: Employers share a minimal subset of basic people data to perform user validation and facilitate the Stream enrolment process.

Step 2: During the enrolment process, and once an employee has accepted the Terms of Use within the Stream app, there needs to be a more detailed employee data exchange in order to finalise enrolment and to enable the most engaging and impactful user experience.

A regular cadence of data exchange is required to deliver the optimal user experience.

We recommend that data updates ideally occur every 4 hours.

The data model contains the following key pieces of information and is updated depending on the employees enrolment state:

The employee has accepted the Terms of Use and Stream requires the full employee data set in order to provide the service.
Stream has the full data set and has created the unique Reconciliation Account which needs to be updated in the HR System.
The employee has changed their personal bank account and the Reconciliation Account needs to be added back into the HR System.
The employee has opted out or left the business.

Attribute	Description	Data Type
employee_id	This is typically typically the unique identifier for the employee across your many HR/WFM/Payroll systems, it's typically an employees payroll number, or similar	string
bank_sort_code	The Stream generated sort code, typically '040072'. This value should replace the employees bank sort code in the client systems.	string
bank_account_number	The Stream generated account number. This value should replace the employees bank account number in the client systems.	string
bank_name	The Stream generated bank name. This will read 'Stream' for enrolled employees.	string
enrolled_on	The data the employee gets access to the service.	ISO 8601 Date ex. 2021-10-12
action	An indicator that Stream requires you to perform an action for this specific enrolment NONE - indicates that no update or action is required to your systems for this enrolment PENDING - indicates that the employee has requested to enrol in Stream, and we are awaiting their bank_account_number and bank_account_sortcode to be supplied to us to complete enrolment. An employee cannot enter the PENDING state unless they agree to the Terms of Service. TO_COMPLETE - indicates we need you to update their bank account information in your systems with the provided account details from Stream TO_UNENROLL - indicates that the employee is no longer eligible to participate in the Stream service through either: Leaving employment Opting out of the service Been forcibly disabled from the service The action to take when receiving this action in your systems is to update the Bank account information as Stream would now be supplying their personal bank account information back to you.	string
unenrolled_on	Date the employee unenrolled, or opted out	ISO 8601 Date ex. 2021-10-12
state	The state of the employees enrollment in Stream. PENDING - indicates that the employee is in the process of enrolling. An employee cannot enter the PENDING state unless they agree to the Terms of Service. ENROLLED - indicates that the employee is enrolled. ACTIVE - an enrolled employee has paid themselves flexibly (streamed) OPTOUT - indicates that the employee is in the process of being opted out of the service, either at the employees request or due to termination of their employment DISABLED - indicates that the employee is not longer enrolled with Stream
requested_on	The date and time that the employee requested to be enrolled with Stream	ISO 8601 Date ex. 2021-10-12

Enrolment will complete once the employees bank information includes their Stream Reconciliation Account in the Employees file.