Applies ToTeams Microsoft Teams

This article applies to frontline managers.

Plan and build your team schedule in Shifts. Assign shifts to team members and add open shifts to the schedule for people to request. You can create shifts from scratch or copy existing shifts and edit them, as needed.

Add a note to any day in the schedule to communicate information with everyone who has a shift on that specific day.

Note: If you’re setting up a schedule for the first time, make sure you complete the steps in Create a team schedule in Shifts before you add shifts.  

In this article 

Assign a shift

Add an open shift

Add a day note

Next steps

Assign a shift

Assign a shift to a team member

  1. In the schedule, go to the row of the person you’re assigning the shift to.

  2. Under the date that you want, select More options Microsoft Teams more options iconAdd shift, or double-click the empty shift.

  3. Fill out the information for the shift, including the following: ​​​​​​​​​​​​​​​​​​​​​

    • Start and end times.

    • If you want, add a custom label to name the shift so it’s easy to tell apart from other shifts. By default, the shift name is its start and end time.

    • A theme color to organize things.

    • Unpaid break time, as needed.

    • Shift notes, as needed. For example, include tasks that need to be completed.

    • Daily activities or additional breaks in Shifts activities. Use activities for anything you need to schedule during the shift, like a lunch break. 

  4. Choose Save to save the shift (without sharing it) or choose Share if you’re ready to save and share the shift with the team member.

Assign a shift by copying an existing shift

  1. In the schedule, go to the existing shift you want to copy, and then select More options Microsoft Teams more options iconCopy.

  2. Go to the place in the schedule where you want to put the shift, and then select More options Microsoft Teams more options icon> Paste.

  3. If you need to edit the shift details, select More options Microsoft Teams more options iconEdit, and then make your changes.

Tips: 

  • Speed your copying and pasting by using keyboard shortcuts: Ctrl+C to copy and Ctrl+V to paste.

  • Select multiple shifts at the same time using either of these ways:

    • Select a shift, hold down the Shift key, and use the arrow keys.

    • Select a shift and drag the mouse pointer (or another pointing device).

Add an open shift

Open shifts are shifts that aren’t assigned to anyone. Each schedule group in a schedule has an Open shifts row where you can add open shifts. You can add open shifts now and assign them to a team member later as part of your schedule planning or you can share open shifts with the team so people can request to work them.

  1. In the schedule, go to the Open shifts row in the schedule group to which you want to add an open shift.

  2. Under the date that you want, select More options Microsoft Teams more options iconAdd open shift, or double-click the empty shift.

  3. Fill out the information for the shift, including the following: ​​​​​​​​​​​​​​​​​​​​​

    • Number of slots to make available.

    • Start and end times.

    • If you’re using the open shifts available across locations feature, turn on the Open shift across locations toggle if you want to make the shift available to people at other locations (teams) to request.

    • If you want, add a custom label to name the shift so it’s easy to tell apart from other shifts. By default, the shift name is its start and end time.

    • A theme color to organize things.

    • Unpaid break time, as needed.

    • Shift notes, as needed. For example, include tasks that need to be completed.

    • Daily activities or additional breaks in Shifts activities. Use activities for anything you need to schedule during the shift, like a lunch break. 

  4. Choose Save to save the shift (without sharing it) or choose Share if you’re ready to save and share the shift with the team member.

Add a day note

Add a note to any day in the schedule for people who have a shift that day to see. For example, “Inventory day” or “General manager is visiting. Please be on time”.

  1. At the top of the schedule, go to the Day notes row. ​​​​​​​

  2. Under the date that you want, select Add new note, and then add your note.Add a day note to the schedule in Shifts.

Next steps

Now that you've added shifts to the schedule, you must share (publish) the schedule to make your changes visible to team members. To learn more, see Publish a schedule in Shifts.

For IT admins

Shifts for your frontline organization

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