Getting Started with Shifts in Microsoft Teams
Shifts聽is a schedule management and time-tracking tool built into Microsoft Teams. It鈥檚 designed primarily for frontline workers and their managers, allowing teams to:
- Access the Shifts App
-
1. Access the Shifts App:
- 翱苍听desktop/web: In Teams, click on the聽Shifts聽icon in the left-hand app bar. If it鈥檚 not visible, click聽鈥淢ore apps鈥, find聽Shifts, and right-click to聽pin听颈迟.
- 翱苍听mobile: Tap the聽Shifts聽icon in the navigation bar. If it鈥檚 not there, swipe up and tap聽Edit聽to pin it for quick access
- Create a Schedule
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2. Create a Schedule:
- If it鈥檚 your first time using Shifts for a team, you鈥檒l be prompted to聽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聽time zone听补苍诲听start of the week.
- 础诲诲听groups聽(e.g., departments or roles).
- 础诲诲听team members to each group. (recently added team members will take approx 1hr before before they can be added to a team Shift)
- Add and Customize Shifts
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3. Add and Customize Shifts:
- Assign shifts to individuals or create聽open shifts.
- Customize each shift with聽names, colors, notes, and activities.
- Use the聽Time Clock聽feature to allow staff to clock in/out.
- Publish and Share the Schedule
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4. Publish and Share the Schedule:
- Once your schedule is ready, click聽鈥淪hare with team鈥聽so everyone can view and interact with it.
- Team members can then聽request time off,听swap shifts, or聽pick up open shifts聽depending on your settings
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