Microsoft Teams: Learning Shifts for Firstline Workers

Introduction

• Manage staff work schedules in Microsoft Teams

1. Set Up Roles and Shifts

• Identify roles for the Shifts tool
• Access the Shifts tool in Teams on a computer
• Access the Shifts tool in the mobile app

2. Create and Modify Staffing Schedules (Managers Only)

• Add staff members to a schedule
• Organize staff members into groups
• Build a schedule and set shifts
• Schedule time off, split shifts, and open shifts
• Add shifts with the mobile app

3. View a Schedule

• View your schedule
• Export a schedule to save or print

4. Schedule Change Requests

• Request an open shift
• Request time off
• Request to swap a shift
• Approve schedule change requests (managers only)

5. Clock In and Out of Shifts

• Set up Time Clock (managers only)
• Clock in and out

Conclusion

• Next steps