This article applies to frontline managers.
Sharing a schedule in Shifts makes it available to your team. Think of sharing a schedule as publishing it, where any changes you make are in draft mode until you share it.
Whether you’re creating a new schedule or updating an existing one, you must share it to make your changes visible to team members. After it’s shared, team members can see their own shifts and the team’s shifts on the schedule.
Share a schedule
Whenever you make changes to the schedule, you get to choose when to share those changes with the team. You can move things around in the schedule until you’ve got everything just right. Any changes you make are noted with an asterisk (*).
You’ll see an asterisk on the Share with team button, too, just to remind you to share the updates with your team.
-
At the upper-right corner of the schedule in Shifts, choose Share with team*.
-
In the Share with your team dialog, make sure the timeframe that’s shown is what you want to share.
-
Decide whether you want to notify affected team members (for assigned shifts) and schedule group members (for open shifts).
-
If you choose to notify team members and/or schedule group members, those members receive a notification in their Teams Activity feed.
-
If you choose Do not notify, no one receives a notification.
These options allow you to streamline notifications so that only the relevant team members get notified and reduce distractions for your team by limiting the frequency of notifications.
-
Select Share.
You can make changes to the schedule any time after you share it. Remember to share the changes to keep the team up to date.
View the shared schedule
To see the current shared schedule, at the upper-right of the schedule, go to More options > View shared schedule.
This is helpful when you’re making changes, and you want to see what’s currently shared to team members.
Recall shifts from the shared schedule
Recalling shifts from the shared schedule unpublishes the shifts for the dates that you select. This means that the shifts you added on those specific dates are no longer visible to team members or assigned to them.
Recall shifts if you want to make changes to the schedule. After you make your updates, share them with your team when you’re ready.
-
At the upper-right of the schedule, go to More options > Recall shared schedule.
-
In the Recall shared schedule dialog, select the specific dates you want to recall.
-
Choose whether you want to notify affected team members (for assigned shifts) and schedule group members (for open shifts).
-
If you choose to notify team members and/or schedule group members, those members receive a notification in their Teams Activity feed.
-
If you choose Do not notify, no one receives a notification.
-
Select Recall.