Index
- When to Use?
- Add the Shifts app in Teams
- Create a Shifts schedule
- Manage and view a Shifts schedule
Shifts in Microsoft Teams is a schedule management tool that helps you create, update, and manage schedules for your team.
Note: You must be a Team owner in order to create a schedule in Shifts.
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Log into the Teams desktop or web application.
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In the navigation pane, click on the three dots.
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Search for the Shifts application.
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Once added, right click to pin the application to the navigation pane.
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Once pinned, click on the Shifts application to open it.
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In the upper left corner, click on the three lines to open the Team schedules.
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Select a Team to open an existing schedule or choose + New Schedule to build one from scratch.
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With Shifts in Microsoft Teams, create a schedule, assign shifts to your team members, copy and reuse shifts, and add open shifts.
Watch: Create a Shifts schedule
Schedules and groups
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To create a new schedule:
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Select Create a new schedule to build one from scratch.
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Select View to choose an existing schedule.
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Select Create on the team you want. You must be a team owner to create one.
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Select Add group to organize your schedule based on a job type or location.
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To name the group, select More options > Rename group, type a group name, and then select Save.
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To add people to a group, select Add people, choose someone, and then select Add.
Tip: When you rename a shift's group name, people are automatically assigned tags that match their schedule and shift. This lets you @mention anyone currently on your shift in a chat or channel of a team. See Using tags in Teams to learn more.
Create a shift for a team member
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To create a shift for someone, select their row, and then select More options > Add shift.
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Add or edit start and end times, a custom label, break times, shift notes, and activities, and then select Save.
Copy a shift
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To reuse the same shift across your schedule, on the shift, select More options > Copy. Or, press CTRL + C.
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To include shift activities, turn the Always include shift activities when copying shifts toggle On, and then select Done.
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To paste, choose an empty slot and select More options > Paste. Or, press Ctrl + V.
Add an open shift
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Choose a day, and then select More options > Add open shift.
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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.
Swap a shift
Here is how to swap a shift with a coworker.
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Choose ... at the top right of the app screen.
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Make sure you have selected the Requests tab.
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Choose + New request above your list of requests.
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A new page will appear. Select the Swap tab if it is not already highlighted.
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Fill out the swap form.
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Select Send request in the bottom right of the app screen, and your manager will receive a notification.
Offer a shift
Here is how to offer a shift to your coworkers.
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Choose ... at the top right of the app screen.
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Choose + Add request.
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A new page will appear. Select the Offer tab if it is not already highlighted.
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Fill out the Offer form.
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Select Send request in the bottom right of the app screen, and your manager will receive a notification.
Manage and view your team schedule with Shifts in Microsoft Teams.
Watch: Manage and view a Shifts schedule
View a schedule
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To switch between different calendar views:
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Select Day to make sure there are no conflicts in a shift.
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Select Week to see everyone's hours at a glance.
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Select Month to view or schedule shifts bimonthly or monthly.
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To view your schedule based on shift type, select View > Shift.
Manage requests
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Select Requests to review requests from your team like time off, shift swaps, or offers.
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Select a specific request to review and then choose a response.
Clock in and out
Share a schedule
Request time off
Here is how to request time off in the Shifts app.
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Choose Requests at the top left of the Teams screen.
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Choose + New request.
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In the pop up, choose the Time off tab.
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Fill out your time off request.
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Click Send request and you manager will receive a notification.