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Productivity

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Task Automation

Smart Work Schedule and Leave Management with MS Shifts

MS Shifts service allows you to handle everything from creating work schedules to coordinating shift changes in one place, enabling you to experience innovation in schedule management. Integrated with Teams, communication becomes easier, and managers can monitor the entire team's status in real-time. By learning the Shifts service in this course and applying it to your organization, you can reduce unnecessary work and expect tangible results in team operation efficiency.

1 learners are taking this course

Level Beginner

Course period 3 months

  • omas
실습 중심
실습 중심
근무표통합관리
근무표통합관리
팀운영효율화
팀운영효율화
스케줄관리자동화
스케줄관리자동화
근무일정관리
근무일정관리
microsoft365
microsoft365
Business Productivity
Business Productivity
Teams
Teams
실습 중심
실습 중심
근무표통합관리
근무표통합관리
팀운영효율화
팀운영효율화
스케줄관리자동화
스케줄관리자동화
근무일정관리
근무일정관리
microsoft365
microsoft365
Business Productivity
Business Productivity
Teams
Teams

What you will gain after the course

  • You can create and manage your own Shifts schedule that reflects various patterns such as shift work, vacation, and business trips.

  • You can manage employee shift change requests, time-off requests, and more with automated approval workflows in Shifts.

  • You can complete an 'integrated operating environment' that manages team conversations, announcements, and work schedules all in one place.

  • You can manage announcements, change requests, work schedules, and more in a single channel based on Teams–Shifts.

  • You can check your work schedule, shift information, time off schedule, and more anytime in mobile Teams–Shifts, so you never miss schedule changes.

  • You can submit shift changes and time-off requests in Shifts instead of using paper or messenger, and track approval status in real-time to manage your work without any inconvenience.

📘 No need to purchase separately, start right away in Teams!

Gone are the days of creating shift schedules on-site, adjusting constantly changing schedules, and manually checking each employee's request. Now is the era where anyone can use digital-based smart scheduling tools, an era of focusing on improving operational quality rather than spending managers' time and energy on repetitive tasks.


Shifts is not just a tool for creating work schedules.
It's a field-centered operations platform that manages your team's shifts transparently in one place, shares changes in real-time, and enables employees to check and request their shifts via mobile. Now, our role is evolving from 'people who manage schedules' to operators who design and coordinate operations.

This course is a practical training program designed to help you, as an operator, use Shifts to increase your team's efficiency, create error-free schedules,
and systematize complex operations much more simply
. It's structured so you can directly practice and understand Shifts' core features, including schedule creation, shift swap requests, leave approval, and mobile-based field management.

Shifts is no longer optional, but has become an essential basic tool for organizations that want to systematize their frontline workforce operations. Through this course, you can learn all about Shifts' key features and how to use them, real-world cases that can be immediately applied in the field, and tips to fundamentally improve your organization's shift work operations.

Reduce the time spent managing work schedules and make team operations more efficient and convenient!

Here's what you'll learn 📌

1⃣ Overview — Understanding the concept and operational value of Shifts

Shifts is a frontline operations platform within Microsoft Teams that integrates the entire process of creating, distributing, and managing shift schedules into one unified system. Beyond being just a tool for creating work schedules, it is designed to share changes in real-time and enable team members to instantly check and respond via mobile, significantly improving operational efficiency. This section explains why Shifts is necessary, how it differs from traditional Excel and messenger-based approaches, and which organizations and roles benefit most from it, all through the context of real-world cases. In particular, you'll understand the post-implementation benefits as key metrics, such as reduced errors, faster communication, and optimized workforce allocation. Through this, you'll clearly grasp the reasons and necessity for the role transformation from 'schedule manager' to 'operations designer'.

Check work schedules and request and approve time off—all in one place within Teams!

2⃣ Configuration — Settings and environment preparation for stable deployment

To operate Shifts smoothly, foundational configurations such as licenses, permissions, data storage location,
team/group structure must be solid. In this section, we first organize the elements that determine the basic inertia of schedules, such as time zone, week start settings, copy options, tags, and display types. We then cover how to design options directly connected to operational policies—such as time-off request reasons, remaining leave management, unassigned shifts, and allowing shift swaps/offers—according to organizational regulations. Additionally, we guide you to prevent commonly encountered issues in practice, such as group name/configuration best practices and handling tag auto-generation failures, so you can systematically decide "What default values and policies should we adopt based on our organization's standards for stable operation?"

Work schedule table visible at a glance

3⃣ Usage — Practical Operations from Creation, Distribution, Requests to Troubleshooting

Through hands-on operation sections based on actual screens, you'll learn to create and edit work schedules using various methods including individual, copy, and import, and verify them. You'll experience the complete workflow of sharing schedules individually or by period, and when necessary, retrieving and modifying them. The course covers methods to reduce operational errors by strengthening your "viewing power" through day/week/month view switching, view menus and filters, and resolving schedule conflicts. Additionally, you'll streamline reporting and distribution tasks with exporting/checking columns and printing schedule reports, and enhance practical usability with
clock in/out on PC/mobile and notification settings. Finally, you'll practice the request-approval process for leave, shift changes, and shift proposals from both user and administrator perspectives, and conclude with a checklist for quickly resolving common issues such as access, permissions, and automatic logout.

Perfect and convenient on mobile too, OK!

✅ Notes Before Taking the Course

Practice Environment

  • Operating System and Version (OS): All operating systems including Windows, macOS, Linux, etc. are supported.

  • Tools Used: Shifts app service within Microsoft Teams

  • PC specifications: A basic PC with internet access

Prerequisites and Important Notes

  • This course can be started by anyone without complex prior knowledge.
    All you need is an open mind willing to learn new work methods with Shifts,
    and putting it into practice after taking the course.

    This course will be with you at the start of your transformation.


  • The copyright of this course belongs to OMAS, and unauthorized distribution and reproduction are prohibited.
    The learning materials are also copyrighted and may not be used for purposes other than personal learning.

Licenses that allow you to use Shifts service for free

The Shifts app is included in Teams, and if you have one of the following Microsoft 365 or Office 365 licenses, you can use it at no additional cost.

🎓Microsoft 365 or Office 365 plans that include Microsoft Teams

  • Microsoft 365 Business Basic / Standard / Premium

  • Microsoft 365 E1, E3, E5

  • Microsoft 365 F1 / F3

  • Office 365 E1 / E3 / E5


💬 No Microsoft Teams related license

  • For new customers after April 2024 who purchased a plan without Teams,
    a separate Teams Enterprise license must be purchased additionally.


📌 Note

  • Shifts is automatically included when you have the above licenses and can be used directly within Microsoft 365 apps or Teams without any separate program installation.

Recommended for
these people

Who is this course right for?

  • Managers who need to efficiently operate shift work, vacations, and deployed personnel.

  • Store managers who need store schedule management, workforce allocation optimization, and organizational operation efficiency.

  • HR managers who want to improve work hour management, shift schedule collection, organization, and sharing tasks.

  • IT administrators who need to build a Teams-based collaboration environment

  • Field employees (users) who want to directly check and manage their own work schedules

Need to know before starting?

  • No prior knowledge is required.

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반갑습니다! Microsoft 365 전문가 "오마스"입니다.
Microsoft 365 전문가가 여러분이 보다 쉽게 스마트하게 업무를 할 수 있도록 돕겠습니다. 

오마스의 강사를 소개합니다!!
 

고현정 강사
Microsoft MVP (Microsoft 365 Apps&Services, 2016 ~ 현재)

 

운영 Blog & Café

 

YouTube

 

저서 

  • Microsoft 365 Business for Users & Admins

  • Office 365를 활용한 My Smart Work 오마스

  • Office 365 뚝딱 시리즈 1. 협업을 위한 SharePoint Site 만들기

  • Office 365 뚝딱 시리즈 2. 전문가 도움 없이 현업 담당자가 바로 업무에 적용하는 BI  

  • Office 365 뚝딱 시리즈 3. 기초부터 활용까지 한 번에! 비즈니스용 OneDrive

  • Office 365 뚝딱 시리즈 4. 우리 회사에서 필요한 모바일 앱 만들기 PowerApps

  • Office 365 in 중소기업 오피스 365를 활용한 마이 스마트워크

  • 원노트 2016 활용! - 기본편 

  • 원노트 2016 활용! - 활용편

  • 여자 직장인, 이것만은 절대 하지 마라! 유쾌하게 뒤집어 생각해보는 직장생활 성공법

 

Recognitions

  • MS-102 - Microsoft 365 Certified: Administrator Expert

  • MS-100 - Microsoft 365 Identity and Services

  • Teams Meetings and Meeting Rooms Technical Assessment

  • MS-700 - Microsoft 365 Certified: Teams Administrator Associate

  • MS-900 - Microsoft 365 Certified: Fundamentals

  • AZ-104 - MS Azure Administrator Associate

  • AZ-900 - Microsoft Certified: Azure Fundamentals

  • SC-900 - Microsoft Certified: Security, Compliance, and Identity Fundamentals

  • PL-900 - Microsoft Certified: Power Platform Fundamentals

  • Exam 347: Enabling Office 365 Services

  • Microsoft Office Specialist Word 2016 Expert

  • Microsoft Office Specialist PowerPoint 2016 Core

  • Certificate of Qualification. Presentation Speech 1st  Level

그 외 자격

  • 프레젠테이션 스피치 1급 (한국직업능력검정협회, 고용노동부)

  • CS 강사 1급 (한국직업능력검정협회, 산업통상자원부)

  • 이러닝 최고 컨설턴트 (한국U러닝연합회)

  • e러닝 지도사 2급 (한국U러닝 연합회)

  • 전자계산 교원자격증 (교육부장관)

  • 평생교육사 2급 (서울문화예술대학교)

Curriculum

All

16 lectures ∙ (1hr 41min)

Course Materials:

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