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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