Microsoft Teams for firstline workers

Get started creating and managing shift schedules in Microsoft Teams.

Note: This is an early release of these features. We're frequently updating things, so the steps here might be a little different from what you see.

Use Shifts and Home to manage shift schedules

In Shifts, managers create and manage employee schedules, and employees can update their availability, submit shift requests, and request time off.

Shifts overview

From the Home view in the Teams mobile app, employees will have access to their shift schedules and important announcements. When enabled, Home will be the first thing they see when they open Teams.

Upcoming items
Shifts calendar

Open the Shifts app

To open Shifts, click More apps More options button > Shifts.

Shifts menu

Create and publish a shift schedule

The first time you start Shifts, we’ll help you set up a shift schedule.

  1. Select the team you want to make a schedule for.

    Select team
  2. Set the time zone for your team.

    Time zone
  3. Watch (or skip) the tour that shows you the basics of scheduling shifts.

    Shifts tour
  4. Add team members that you want to assign shifts to.

    Add members
  5. Create a shift by double-clicking the empty slot that corresponds to the person and date you want.

    Add a shift
  6. When you’re ready to share the schedule, click Share with team. All team members will be notified that they have new shifts.

    Note: To create a schedule for another team, click the down arrow next to the team name and select Create schedule.

Request time off, or swap or offer a shift

  1. In Shifts, select Requests.

    Request time off
  2. Click New request and then select the tab you want: Time off, Swap, or Offer.

  3. Complete the request form and click Send request.

    Your manager will be notified to accept or decline.

    Time off requests

Turn on Time Clock

Turn on Time Clock so your employees can clock in and out from Shifts. (Currently, clocking in and out is only available in the mobile app.)

  1. In Shifts, click the down arrow next to the team name and select Settings.

    Settings
  2. Under Time Clock, click Begin setup and then click Turn on.

    Turn on time clock

    Note: To return to the shift schedule, click the down arrow next to the team name and select Schedule.

Use Shifts and Home to manage shift schedules

In Shifts, managers create and manage employee schedules, and employees can update their availability, submit shift requests, and request time off.

Shifts overview

From the Home view in the Teams mobile app, employees will have access to their shift schedules and important announcements. When enabled, Home will be the first thing they see when they open Teams.

Upcoming items
Shifts calendar

Open the Shifts or Home app

In Teams, swipe up on the bottom navigation and tap Home or Shifts.

Swipe up

Pin Shifts and Home for quick access

Keep Shifts and Home handy by pinning them to the Teams navigation bar.

  1. Swipe up on the bottom navigation from the bottom of the screen.

    Swipe up

  2. Tap Edit.

  3. In Edit navigation, drag Home and Shifts from More Apps to the top section.

    Note: You can only have four apps in the navigation bar, so you may need to remove other apps before you pin Home and Shifts.

    Edit navigation

Swap or offer a shift

  1. Tap Shifts and then tap a shift to open it.

  2. Tap Swap or Offer.

    Swap shifts

  3. Fill out the request form and tap Send request.

    Your manager will be notified to accept or decline.

    Send request

  4. To check the status of your request later on, tap Requests in Shifts.

    Check status

Request time off

  1. Tap Shifts and then tap the icon in the upper right-hand corner.

  2. Tap Time off.

    Time off

  3. Select the type of time off.

  4. Select the date, and then select the time or turn on All day.

    All day off

  5. Tap Send to complete the request.

    Your manager will be notified to accept or decline.

  6. To check the status of your request later on, tap Requests in Shifts.

    Send time off request

Clock in and out

Once Time Clock has been turned on in the desktop or web app, you can clock in and out in Shifts. (Currently, clocking in and out is only available in the mobile app.)

  1. Tap Home > Time clock.

    Time clock

  2. To clock in, press and hold the Play button.

    Clock in

  3. To clock out, press and hold the End button.

    Clock out

  4. To see time card information, tap the time card icon in the upper right-hand corner.

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