Thursday, July 28, 2022

What is Shifts?

Shifts Video 

With Shifts in Microsoft Teams, create a schedule, assign shifts to your team members, copy and reuse shifts, and add open shifts.

 



Shifts in Microsoft Teams is a schedule management tool that helps you create, update, and manage schedules for your team. 

  • Schedules - Create, edit, and manage a schedule with Shifts in Microsoft Teams. A Shifts schedule displays days at the top, team members appear on the left, and assigned shifts appear in the calendar. 

  • Groups - Name a group like a job type or location to keep your groups organized. 

  • Shifts - Choose where to add a shift. Create it from scratch, or copy an existing one.

  • Open shifts - Each schedule has an open shifts row. Add open shifts to your schedule that anyone can request. 

  • Time Clock - Time Clock lets your team clock in and out of a shift with a mobile device.

  • Requests - Review requests for time off, shift swaps, or offers. 

Schedules and groups

  1. To create a new schedule:

    • Select Create a new schedule to build one from scratch.

    • Select View to choose an existing schedule.

    • Select Create on the team you want. You must be a team owner to create one. 

  2. Select Add group to organize your schedule based on a job type or location. 

  3. To name the group, select More options  > Rename group, type a group name, and then select Save.

  4. To add people to a group, select Add people, choose someone, and then select Add. 

Create a shift for a team member

  1. To create a shift for someone, select their row, and then select More options > Add shift.

  2. Add or edit start and end times, a custom label, break times, shift notes, and activities, and then select Save.

Copy a shift

  1. To reuse the same shift across your schedule, on the shift, select More options  > Copy. Or, press CTRL + C. 

  2. To include shift activities, turn the Always include shift activities when copying shifts toggle On, and then select Done.  

  3. To paste, choose an empty slot and select More options > Paste. Or, press Ctrl + V.

Add an open shift

  • Choose a day, and then select More options > Add open shift.

  • If you need to copy or switch to another schedule, select Copy schedule, or select the menu  and then choose a shift to switch to.

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