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29 articles
Run Payroll in the New Experience (Beta)Learn how to run payroll using Workstream’s new spreadsheet-style payroll experience.
Mail checks with Workstream
Use Workstream to mail paper checks directly from payroll, without printing, stuffing, or tracking checks yourself.
Mail and manage paper checks in Workstream (Beta)
Set up paper check settings for mailing (Beta)Learn how to configure paper check settings in Workstream so you can start mailing checks to your team.
Mail paper checks from a submitted payroll (Beta)Learn how to mail paper checks for team members paid by manual check using Workstream’s check mailing wizard.
Track paper checks and mailing progress (Beta)See where your paper checks are in Workstream, what each status means, and how to view tracking details after mailing.
Take action on paper checks from a submitted payroll (Beta)Learn how to preview or cancel paper checks after payroll submission and understand when each action is available.
Tip Management
Set up fair, transparent tip-sharing rules and automate payouts through payroll.
Manage tips in Workstream (Beta)
Create and manage tip policies (Beta)Set up a tip policy in Workstream. Choose your locations, decide who’s eligible for tips, and define how tips will be shared.
Create and manage tip pools (Beta)Learn how to create, edit, and distribute tip pools in Workstream.
Apply tip pools to payroll (Beta)Learn how finalized tip pools connect to payroll, how cash vs paycheck tips appear, and what to do if your pool doesn’t show up.
Send and track announcements
Use Announcements to share important updates with your team.
Send an announcement in Chat (Beta)Workstream US app for Managers — Send announcements to all staff, specific locations, or groups to keep everyone updated.
Track announcement acknowledgement (Beta)Workstream US app for Managers — Track announcement views, see who’s read them, and message anyone who hasn’t.
Manage and respond to messages
Learn how to reply, react, and manage messages in Workstream Chat, just like you would in any modern messaging app.
React or respond to a message (Beta)Workstream US app - Tap and hold a message to react, reply, start a thread, mark unread, copy, flag, or translate in Workstream chat.
Edit or delete messages you've sent (Beta)Workstream US app - Tap and hold your message to react, reply, edit, copy, flag, delete, or view details like read status in Workstream Chat.
Share media in chat (Beta)Workstream US app - With Workstream Chat, you can send messages using text, photos, voice notes, emojis, and more, just like you would in any group chat.
Create and manage forms
Forms help you collect information from your team in a consistent way. Use them for issue reports, checklists, or inspections.
Create a form (Beta)Workstream US app for Managers — Create and customize forms with different types, questions, and privacy settings for team use.
View and edit forms (Beta)Workstream US app for Managers — View, edit, and publish forms. Update drafts or existing forms and keep your team’s documents up to date.
Archive forms (Beta)Workstream US app for Managers — Archive forms to stop future use while keeping active tasks, and view archived versions anytime.
Assign and manage tasks
Tasks let you guide your team through what needs to be done, when, and by whom.
Assign a task (Beta)Workstream US app for Managers — Create, assign, and track tasks with forms, due dates, and repeats to keep your team on track.
Manage your team's tasks (Beta)
Track and complete tasks (Beta)Workstream US app for Managers — Assign, track, and complete tasks by due date, status, and assignee to keep your team accountable.
Use the Manager Logbook
Use the Manager Logbook to record key events, observations, and notes related to your store operations.
Track and manage notes (Beta)Workstream US app for Managers — View and organize Manager Logbook notes. Edit, export, or delete entries to keep records clean.
Manage note categories (Beta)Workstream US app for Managers - Access the Logbook to view, edit, and organize notes by category.
Create a note (Beta)Workstream US app for Managers — Use the Manager Logbook to leave daily notes, tag staff, and share updates with the right people.
Assign tasks to your team in Chat
Workstream’s Chat gives you a fast and simple way to assign tasks directly from a DM.
Assign a task to a team member in a direct message (Beta)Workstream US app for Managers — Assign quick to-do tasks directly in Workstream Chat to keep work moving.
Send messages in Workstream Chat
Use Workstream Chat for shift updates, private check-ins, or everyday conversations.
Use general chat for team-wide updates (Beta)Workstream US app for Managers — General chat includes all active team members automatically and updates as staff join or leave.
Send a direct message (Beta)Chat one-on-one with a team member in Workstream Chat.
Create a custom group chat (Beta)Workstream US app for Managers — Start a conversation with a specific group of team members in Workstream Chat.
Use Workstream's Chat to connect with your team (Beta)