Set up Microsoft StaffHub

Last updated 25 May, 2018

Microsoft StaffHub lets workers and their managers use their mobile devices to manage schedules and keep in touch.

  • Managers create, update, and manage shift schedules for the team. They can also send messages to one person ("there's a spill on the floor") or the entire team ("the regional GM is arriving in 20 minutes"). They can send policy documents, news bulletins, or videos.

    They sign in to a web-based app with their Office 365 account here: https://staffhub.ms/.

  • Employees view their upcoming shifts at a glance, can see who else is scheduled for the day, and can request to swap a shift.

    They can download the app on iOS or Android.

To learn more, watch this video. Or, see our Office 365 blog post about StaffHub.

StaffHub app

  1. Sign in to https://staffhub.office.com/admin with your Office 365 admin account.

  2. On the Admin settings page, set the following options:

    Option

    Description

    Enable Microsoft StaffHub

    StaffHub is on for your organization by default. You can turn it off at any time.

    Apply license check

    If you want StaffHub to enforce that everyone in your organization have an Office 365 license before using it, choose Apply license check.

    Choosing this setting does not assign Office 365 licenses to users.

    To learn more, see Assign Microsoft StaffHub licenses.

    Self Provision Accounts

    If set to On, StaffHub has the ability to create new Office 365 accounts for firstline workers who don't already have an identity in your organization. This lets you scale a large number of firstline workers without a lot of overhead.

    Here's how it works: Firstline workers can create their account by using the StaffHub mobile app. When they launch the app and click "Need an account?" they will create the new ID in your organization. Now they can use the app!

    StaffHub automatically adds the account to the StaffHubProvisionedUsers security group. It doesn't assign an Office 365 license to the account.

    To learn more, see Let Microsoft StaffHub provision accounts for firstline workers.

    Using Office 365 Groups

    Here's how StaffHub uses the Office 365 Groups feature:

    • StaffHub provisions an Office 365 group for every team that's created. All members of the StaffHub team are also added as members of the Office 365 group.

    • Files and documents that are shared by a team manager are stored in the group SharePoint.

    To help you organize these new groups in your global address list, we recommend specifying a prefix for all groups that are created by Microsoft StaffHub. This will make them easy to identify in your address book.

    Team Custom Fields

    When a manager creates a new team, they are prompted to enter information about that team. You can add custom fields for managers to complete at the same time. A custom field can be either a text field or a drop down. Example uses are “Location ID” for a text field or “Region” drop-down selections.

    If a team already exists and you add a custom field, you need to tell the managers to go back and populate the field in the team's settings. There's no automated notification process.

    The custom fields will appear in usage reports.

    Note: This new feature is gradually rolling out world wide. If you don't see this option, you don't yet have it. Check back soon!

    Employee Resources

    Enter URLs to important resources or PowerApp Apps for your firstline workers. The links will appear in the StaffHub mobile app, under Employee Resources.

    StaffHub Employee Resources

Before you roll out Microsoft StaffHub to your entire organization, we recommend that you begin with 2-3 pilot teams. Whether you pick one store or multiple stores, be sure to get 2-3 teams that can set up their schedule and invite their immediate team. This will help you refine your launch plan and ensure you are ready for an organization-wide deployment.

Successful pilots also help spread the word about their experiences which generates excitement throughout the organization for the next wave of launch.

Plan

Identify pilot teams

Reach out across a few locations or frontline teams to identify 2-3 pilot teams. In order to participate in the pilot, the entire team should commit to using Microsoft StaffHub as the primary way to create and manage their schedule and communicate with each other for at least 1 week to 1 month depending on their typical schedule length. This gives pilot teams the opportunity to fully understand the capabilities of Microsoft StaffHub, and identity the best way to integrate it into their workflows.

Identify team champions

Identify champions across pilot teams and enlist them to drive adoption of Microsoft StaffHub. Champions are not only passionate about what they do, but are also excited to evangelize and help their peers to learn more effective solutions. Champions can be the schedule manager of the team, or it can be a regional manager that will be your contact for the pilot teams.

Setup pilots for success

Give champions the flexibility to customize Microsoft StaffHub for their pilots, while ensuring you maintain control through advanced security and management capabilities in the admin center. Having open settings enables pilot teams to explore everything Microsoft StaffHub has to offer. You can always adjust settings as teams evolve.

Launch

Hold a kickoff meeting with team champions

The best way to get pilot teams excited about Microsoft StaffHub is to get everyone together, either in person or virtually. Schedule a kickoff meeting to introduce Microsoft StaffHub, discuss the pilot program and get team champions to experience Microsoft StaffHub. Show the product tour video as an overview of Microsoft StaffHub and the Onboarding video to show how to get their team up and running. And you can always point them to StaffHub support articles for additional help.

Invite team champions to Microsoft StaffHub

Start using Microsoft StaffHub with your team champions. Have them add you to each pilot team so you can use Microsoft StaffHub messaging as you plan for launch. Communicate important updates regarding launch, capture feedback from pilot teams, answer quick questions and share success in Microsoft StaffHub.

Help team champions stage and launch pilots

  • Staging Microsoft StaffHub. Assist champions with the staging of their Microsoft StaffHub. Encourage team champions to seed welcome posts and team resources for users to discover inside the product. It is recommended that you keep initial staging very minimal as to allow users to organically create and update schedules, upload content for the teams, and start group chats.

  • Launching Microsoft StaffHub. Team champions are responsible for defining the purpose of their teams, scope of use versus other tools, norms for communicating in the open, and process for requesting schedule updates.

    As team champions prepare for launch, encourage them to organize a meeting with their pilot team, similar to your initial kickoff meeting.

    Team champions should ensure team members are properly set up to use Microsoft StaffHub by dedicating time for everyone to sign in, download the mobile applications, and to check out their schedules and start chatting with each other.

Nurture

  • Shift work to Microsoft StaffHub. Help pilot teams take off by encouraging champions to shift important conversations, updates and content to Microsoft StaffHub. This will make team members feel confident about making the switch themselves.

Launch to the rest of your Firstline Workforce

Raise Awareness

Go beyond pilot teams to let your entire organization know about Microsoft StaffHub. FastTrack provides IT Admin resources to do this by including resources to help spread the word, such as the Announcement template, Countdown template, Flyer, Poster, Tips and Tricks emails. Check the FastTrack website or ask your Microsoft sales person for these assets.

Provide Training

Organize training events and Q&A sessions tailored for specific teams and use cases.

Enable Innovation

Collaborate with champions across the organization to identify advanced use cases, including custom integrations and bots to make the most of Microsoft StaffHub. Share Microsoft StaffHub feedback via User Voice or the in-product Feedback link. Engage with other IT Pros in the Microsoft StaffHub Tech Community.

Microsoft StaffHub protects team data securely using strong security measures including two factor authentication, hard passwords and access policies. Your data is encrypted, whether it is chat, notes or files.  It’s your data, you own it, you control it. Microsoft does not mine customer data for advertising purposes and we safeguard customer data with strong contractual commitments. 

Where is StaffHub data stored?

StaffHub data is currently stored in Azure in datacenters in North America and Western Europe. For more information about where data is stored, see Where is my data?

Does StaffHub meet our compliance requirements?

Our compliance framework provides visibility into Office 365’s compliance with global, regional, and industry standards, and details how customers can control Office 365 services based on compliance needs. Review our Office 365 Compliance Framework for Industry Standards and Regulations to check the category for StaffHub.

Which plans include StaffHub?

StaffHub is included in these plans:

Does this feature depend on any other features?

StaffHub is integrated with Office 365 Groups.

  • StaffHub provisions an Office 365 Group for every team that's created. All members of the StaffHub team are also added as members of the Office 365 Group.

  • Files and documents that are shared by a team manager are stored in the group SharePoint.

What happens if I disable Office 365 Groups?

The File sharing feature in StaffHub won't work.

StaffHub will still be able to provision a group for every team that's created.

Does each team member need to have an Office 365 account to use Microsoft StaffHub.

Yes, each team member and manager using Microsoft StaffHub must have an Office 365 account.

What happens if I set up multi-factor authentication?

Your users will be prompted for a second form of verification.

If you use conditional access rules, please see Multi-factor authentication and StaffHub.

Join the Microsoft StaffHub Tech Community to discover and share best practices and tips with other IT Pros.

We're listening

Please let us know what you think about Microsoft StaffHub. We'd love to hear your suggestions and feedback! Suggest idea.

More articles

Admin articles:

Manager and staff articles:

Expand your Office skills
Explore training
Get new features first
Join Office Insiders

Was this information helpful?

Thank you for your feedback!

Thank you for your feedback! It sounds like it might be helpful to connect you to one of our Office support agents.

×