Shift - An Overview of SHIFTS Tutorial

In this video, you will learn about Microsoft Shift, a schedule management tool available in Microsoft Teams.
The video covers the features and benefits of Microsoft Shift, including how to create and organize a schedule, manage requests for leave and schedule changes, and use the mobile app with Teams.
This tool simplifies the management of team members and their associated shifts, allowing for efficient and collaborative work.
By the end of the training, you will understand how Microsoft Shift can serve you and how to effectively use it for your team's scheduling needs.
This knowledge will help you streamline your scheduling process and improve productivity.

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3772 views

Available in Microsoft365

Objectifs :

This video aims to demonstrate how managers can streamline their scheduling processes using the Shifts tool, enhancing efficiency and communication within their teams.

Chapitres :

The Challenges of Scheduling
As a manager, you often spend countless hours creating schedules, cross-checking shifts, and coordinating coverage. This juggling act can be particularly challenging, especially when much of the work is done manually.
Introducing Darcy and Shifts
Meet Darcy, a manager who has discovered the Shifts tool to make scheduling more efficient and precise. With Shifts, Darcy saves time while ensuring her employees are in sync.
Mobile Adjustments and Team Coordination
Darcy can make adjustments and review her team's shift schedule on the go. The tool allows her to add shifts and clarify details using custom labels, color coding, and notes. This feature enhances clarity and organization in the scheduling process.
Managing Time Off and Swap Requests
During her scheduling, Darcy notices time off and swap requests from her team. She efficiently approves both requests and adds a note in the swap request to remind her employee to submit their availability next time. This proactive approach fosters better communication and accountability among team members.
Benefits of Using Shifts
With Shifts, managers like Darcy can perfect their active scheduling. This not only saves time but also allows them to focus on more significant tasks and stay agile in their management roles.

FAQ :

What is the purpose of using Shifts for scheduling?

Shifts is designed to streamline the scheduling process for managers, making it more efficient and precise, allowing them to save time and keep employees informed.

How can managers handle time off requests using Shifts?

Managers can easily review and approve time off requests through the Shifts tool, ensuring that employee needs are met while maintaining adequate coverage.

What are the benefits of color coding shifts?

Color coding shifts helps managers quickly identify different types of shifts or statuses, improving organization and reducing the time spent on scheduling.

Can employees communicate their availability through Shifts?

Yes, employees can inform their managers of their availability, which is crucial for effective scheduling and accommodating time off or swap requests.

What should I do if I want to swap my shift with a colleague?

You should submit a swap request through the Shifts tool, which your manager will review and approve if both parties agree to the change.

Quelques cas d'usages :

Efficient Shift Management in Retail

A retail manager uses Shifts to create weekly schedules for staff, allowing for quick adjustments based on employee availability and ensuring that peak hours are adequately covered.

Streamlining Scheduling in Healthcare

In a healthcare setting, a manager utilizes Shifts to coordinate nurse schedules, manage time off requests, and ensure that patient care is not compromised due to staffing issues.

Improving Team Communication in Hospitality

A restaurant manager employs Shifts to share schedules with staff, enabling them to see their shifts in real-time and communicate any changes or requests directly through the platform.

Managing Remote Teams

A project manager uses Shifts to schedule work hours for a remote team, allowing team members to indicate their availability and ensuring that project deadlines are met without confusion.

Enhancing Productivity in Event Planning

An event coordinator leverages Shifts to manage volunteer schedules for events, making it easy to approve time off and swap requests while keeping everyone informed and organized.

Glossaire :

Shifts

A scheduling tool designed to help managers create, manage, and share employee work schedules efficiently.

Scheduling

The process of planning and organizing work shifts for employees to ensure adequate coverage and operational efficiency.

Time off requests

Formal requests made by employees to take a break from work for personal reasons, which managers must review and approve.

Swap requests

Requests made by employees to exchange their scheduled shifts with another employee, requiring manager approval.

Custom labels

Personalized tags that managers can assign to shifts for better organization and clarity in scheduling.

Color coding

A visual method of organizing shifts by assigning different colors to various types of shifts or statuses for quick reference.

Availability

The times when an employee is free and able to work, which should be communicated to managers for effective scheduling.

00:00:08

As a manager, you

00:00:09

spend countless hours creating schedules,

00:00:12

cross checking shifts,

00:00:13

and coordinating coverage.

00:00:14

It's a tough juggling act,

00:00:17

especially when much of the work is manual.

00:00:20

Meet Darcy, a manager who uses

00:00:23

Shifts to make scheduling more

00:00:25

efficient and precise, saving time

00:00:28

while keeping her employees in sync.

00:00:30

Darcy can make adjustments and review

00:00:33

her team's Shift schedule on the go.

00:00:37

She can add

00:00:39

shifts and clarify details using

00:00:43

custom labels, color coding,

00:00:47

and notes. And then share the

00:00:50

schedule with team members.

00:00:53

Darcy notices a time off and

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swap requests from her team.

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She approves both and adds a note

00:01:00

in the swap request to remind

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her employee to put in their

00:01:05

availability next time. With Shifts,

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it's easy for managers to

00:01:09

perfect the active scheduling,

00:01:11

saving time to focus on bigger

00:01:13

things and stay on the move.

Mandarine AI: WHAT YOU SHOULD KNOW

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