Getting Started with Shifts in Microsoft Teams
1. Access the Shifts App:
- On desktop/web: In Teams, click on the Shifts icon in the left-hand app bar. If it’s not visible, click “More apps”, find Shifts, and right-click to pin it.
- On mobile: Tap the Shifts icon in the navigation bar. If it’s not there, swipe up and tap Edit to pin it for quick access
2. Create a Schedule:
- If it’s your first time using Shifts for a team, you’ll be prompted to create a schedule.
- Else click on the
button across the top left and select “New schedule”
- Select the team you want to create a schedule for or click on the “Create a new schedule” link and select the team you wish to create the schedule for.
- Choose your time zone and start of the week.
- Add groups (e.g., departments or roles).
- Add team members to each group. (recently added team members will take approx 1hr before before they can be added to a team Shift)
3. Add and Customize Shifts:
- Assign shifts to individuals or create open shifts.
- Customize each shift with names, colors, notes, and activities.
- Use the Time Clock feature to allow staff to clock in/out.
4. Publish and Share the Schedule:
- Once your schedule is ready, click “Share with team” so everyone can view and interact with it.
- Team members can then request time off, swap shifts, or pick up open shifts depending on your settings
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