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LinkedIn Learning

Microsoft Teams: Learning Shifts for Firstline Workers

via LinkedIn Learning

Overview

Keep in sync with your employees and coworkers using Microsoft Teams. Learn how to create, view, and modify staff schedules for firstline workers using Teams.

Microsoft Teams offers features tailored to the unique needs of firstline workers—individuals who work in service- or task-oriented roles across industries such as retail, hospitality, travel, and manufacturing. In this course, Nick Brazzi shows managers and firstline employees how to leverage this functionality to efficiently manage work schedules using Teams. Discover how to use the Shifts tool to manage staffing schedules, including how to add staff members to a schedule, build a schedule and set shifts, and schedule time off. Plus, learn how to view schedules on both the desktop and mobile app, request to swap a shift, and properly schedule change requests.

Syllabus

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 from a mobile device
Conclusion
  • Next steps

Taught by

Nick Brazzi

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