Microsoft Shifts

Essentials

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Course Details

Course Name

Microsoft Shifts Essentials

Duration

1 Day

Course Code

AFBMSHE

Assumed Knowledge

None

Course Aims

This course aims to provide learners with a basic and practical introduction to Shifts, a Microsoft app that allows you to create and manage schedules for your team. The course will teach learners how to use Shifts’ features and tools to plan and communicate shifts, request and approve time off, swap shifts, and share important information with your team. The course will also help learners improve their time management and collaboration skills, as well as their productivity and efficiency in working remotely.

What You Will Learn

By the end of this course, you will be able to use Shifts, a Microsoft app that allows you to create and manage schedules for your team. You will learn how to plan and communicate shifts, request and approve time off, swap shifts, and share important information with your team using Shifts’ features and tools. You will also improve your time management and collaboration skills, as well as your productivity and efficiency in working remotely.

Skills

  • Create and edit shifts for your team using Shifts’ calendar, group, and filter options, and customise your shifts with colour codes, notes, activities, and breaks
  • Request and approve time off, swap shifts, or offer shifts to others using Shifts’ requests and approvals features and sync your shifts with your Outlook calendar for better visibility and planning
  • Communicate and collaborate with your team using Shifts’ chat and announcements features, and share important information, such as policies, guidelines, or documents, using Shifts’ files and resources features

Who This Is For

The target audience for this training course is anyone who works in a shift-based organization and wants to learn how to manage their schedules and communicate with their co-workers using Shifts. This course assumes that the learners have some basic knowledge of Microsoft Teams, but no prior experience with Shifts.

Course Content

Introduction to Shifts

  • Topic A

    Shifts Overview & Benefits

  • Topic B

    Interface & Navigation

Setting up Shifts

  • Topic A

    Adding & Managing Team Members

  • Topic B

    Creating & Configuring Work Schedules

  • Topic C

    Defining Shift Patterns & Time Off Requests

Managing Shifts

  • Topic A

    Assigning Shifts

  • Topic B

    Handling Swaps & Approvals

  • Topic C

    Integration

Mobile App

  • Topic A

    Using the App

  • Topic B

    Managing Schedules on the go

Shift Insights & Analytics

  • Topic A

    Review Shifts Data & Analysis

  • Topic B

    Extracting Information from Reports

Best Practices & Tips

  • Topic A

    Optimising Data & Analytics

  • Topic B

    Troubleshooting & Challenges

Advanced Features

  • Topic A

    Time Clock Integration

  • Topic B

    Shifts & Power Automate

  • Topic C

    API Usage & Customisation

Course Progression

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