One of the biggest challenges in workforce scheduling is managing roles across multiple locations. Many platforms only allow a single role list across all locations, which can be limiting.
Workstream provides the flexibility to define roles specific to each location. To manage your team effectively, you need two key things: roles and shifts.
Roles define what your team members do during their shifts. They’re flexible and completely up to you. For example, you can create roles like Cashier 1, Cashier 2, Drive-Thru Attendant, or Closer to match your business needs. The more specific you are, the easier it’ll be to track who’s doing what.
Keep in mind, roles are just for scheduling—they aren’t tied to Workstream Payroll. You can add, edit, or change them anytime, even week by week. If a team member takes on different responsibilities, you can assign them multiple roles to keep things organized. This gives you better visibility into your team’s workload and helps you manage shifts more effectively.
Shifts determine when team members work. Once you’ve set up roles, you can assign shifts to specific team members and apply pay adjustments if needed.
💡 With this setup, you’ll have better visibility into who’s working, when, and in what role. To start creating roles and shifts, refer to the Create roles and assign shift article.