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Copy file name to clipboardExpand all lines: microsoft-365/frontline/deploy-frontline-operational-hierarchy.md
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Setting up your frontline operational hierarchy enables you to map your organization’s structure of frontline teams and locations to a hierarchy in the Teams admin center. You can organize your organization’s teams by country, region, area, city, district, and so on. Using a CSV file, you can connect each of your frontline teams and locations to parent teams to build this hierarchy. Admins can also define metadata in the CSV file that ranges from department information to brand information metadata for each team and location.
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The operational hierarchy coupled with this metadata enables frontline apps and experiences, like [targeted announcements in Viva Connections](/viva/connections/announcements-viva-connections), and numerous frontline capabilities, like task publishing, in the future. Start setting up your operational hierarchy today to get the full value of these upcoming features as they're released.
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The operational hierarchy coupled with this metadata enables frontline experiences, like [targeted announcements in Viva Connections](/viva/connections/announcements-viva-connections), [open shifts across locations in Shifts](set-up-open-shifts-across-locations.md) (Preview), and numerous frontline apps and capabilities, like task publishing, in the future. Start setting up your operational hierarchy today to get the full value of these upcoming features as they're released.
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> [!IMPORTANT]
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> If your organization already set up and uploaded a hierarchy through PowerShell to support task publishing, you should continue to [use PowerShell to make updates to your hierarchy for task publishing](/microsoftteams/set-up-your-team-hierarchy). Using the Teams admin center isn't supported yet. Soon, you'll be able to define, manage, and update your hierarchy for task publishing in the Teams admin center, along with PowerShell.
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## Related articles
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-[Use announcements in Viva Connections](/viva/connections/announcements-viva-connections)
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-[Set up open shifts across locations in Shifts for your frontline](set-up-open-shifts-across-locations.md) (Preview)
title: Set up open shifts across locations in Shifts for your frontline
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author: lana-chin
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ms.author: v-chinlana
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manager: jtremper
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ms.reviewer: harrywong
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ms.topic: conceptual
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audience: admin
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ms.service: microsoft-365-frontline
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search.appverid: MET150
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description: Learn how to set up open shifts across locations for your frontline in Shifts. With this feature, frontline managers can offer open shifts across multiple locations for frontline workers to request, and workers can see and request open shifts at other locations.
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ms.localizationpriority: medium
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ms.collection:
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- M365-collaboration
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- m365-frontline
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- teams-1p-app-admin
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appliesto:
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- Microsoft Teams
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- Microsoft 365 for frontline workers
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ms.date: 10/24/2024
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---
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# Set up open shifts across locations in Shifts for your frontline
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> [!NOTE]
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> This feature is currently in public preview.
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## Overview
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### What are open shifts?
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Open shifts are shifts that aren't assigned to anyone. In Shifts, frontline managers can create and share open shifts in the schedule for frontline workers to request.
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### What is the open shifts across locations feature?
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With the open shifts across locations feature in Shifts, your frontline managers can offer open shifts across multiple locations (teams) within the regions or areas defined in your operational hierarchy. This allows frontline workers to see and request open shifts available at other specified locations.
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With this feature, you can:
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- Optimize your workforce by balancing the supply and demand of shifts across locations within an area.
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- Empower your frontline workers by giving them the flexibility to request open shifts at locations convenient to them.
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- Enhance customer satisfaction with the ability to schedule anyone within an area to help ensure your locations are fully staffed.
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> [!NOTE]
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> This feature isn't yet supported if you integrated Shifts with your workforce management (WFM) system through a [Shifts connector](shifts-connectors.md).
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## Set up your hierarchy
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As an admin, you define a [frontline operational hierarchy](deploy-frontline-operational-hierarchy.md) in the Teams admin center to map your organization's structure of frontline teams and locations to a hierarchy.
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You can organize your organization’s teams by country, region, area, city, district, and so on.
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## Turn on open shifts across locations
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After you define your hierarchy, frontline managers (team owners or schedule owners) must turn on the feature for their team's schedule on the **Settings** tab in Shifts.
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:::image type="content" source="media/shifts-open-shifts-across-locations-setting.png" alt-text="Screenshot of the Open shifts section in Shifts settings, showing the Open shifts and Open shifts across locations settings and the Check eligibility button." lightbox="media/shifts-open-shifts-across-locations-setting.png":::
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> [!NOTE]
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> To check whether this feature is set up for their team, managers can select **Check eligibility**. If you defined an operational hierarchy and the team is included within the hierarchy, managers don't need to perform this step.
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After a manager turns on the capability in Shifts settings, they can choose to enable it for each open shift they create in a schedule group by using the **Open shifts across locations** toggle.
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:::image type="content" source="media/shifts-open-shifts-across-locations-toggle.png" alt-text="Screenshot of the Open shifts across locations toggle for an open shift." lightbox="media/shifts-open-shifts-across-locations-toggle.png":::
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Frontline workers who are part of the same schedule group in other locations can see and request the open shifts. The manager at the location where the open shift is available can approve (or decline) the request.
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**What you need to know about schedule group names**
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- The schedule group name for an open shift must match across locations. This ensures that open shifts shared by a manager are available to all workers in the same schedule group at other locations within the hierarchy.
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- Schedule group names aren’t case-sensitive. For example, if a schedule group is named "Cashiers" at some locations and "cashiers" at other locations, the open shift is available across all those locations.
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## Example scenario
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Contoso has hundreds of stores. Each store is grouped into an area and is managed by a different manager. To simplify this scenario, we focus on two stores in the West area.
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:::image type="content" source="media/shifts-open-shifts-across-locations-chart.png" alt-text="A chart showing the structure for the Contoso example scenario." lightbox="media/shifts-open-shifts-across-locations-chart.png":::
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In this example:
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- The IT admin at Contoso set up an operational hierarchy in the Teams admin center to map their frontline team structure.
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- Bellevue and Redmond are store locations that are on the same level of the hierarchy. They share the parent node, West.
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- The schedule groups in Shifts at these locations are based on job types: Pickers, Runners, Stockers, Inventory specialists.
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- Roles:
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- Babbak is the manager of the Bellevue location.
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- Kayo is the manager of the Redmond location
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- Isaac is a worker at the Redmond location in the Pickers schedule group.
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Babbak and Kayo turn on the feature in Shifts settings for their team schedules. Babbak creates an open shift in the Pickers schedule group and turns on the **Open shifts across location** toggle.
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Babbak shares the open shift, and workers that belong to the Pickers schedule group at both the Bellevue and Redmond locations can see and request it.
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Isaac, who wants to earn extra hours, requests the open shift that's available at the Bellevue location. Babbak is notified and approves the request.
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## Related articles
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-[Shifts for your frontline organization](shifts-for-teams-landing-page.md)
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-[Deploy your frontline operational hierarchy](deploy-frontline-operational-hierarchy.md)
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-[Use roles to define your frontline managers and workers in Shifts](shifts-frontline-manager-worker-roles.md)
Copy file name to clipboardExpand all lines: microsoft-365/frontline/shifts-for-teams-landing-page.md
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- Microsoft Teams
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- Microsoft 365 for frontline workers
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ms.custom: seo-marvel-jun2020
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ms.date: 10/24/2024
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# Shifts for your frontline organization
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Alternatively, you can use the [Create or replace schedule](/graph/api/team-put-schedule?view=graph-rest-1.0&tabs=http) Graph API to define Shifts settings for your frontline teams and the [shiftsRoleDefinition](/graph/api/resources/shiftsroledefinition?view=graph-rest-beta) Graph API to [manage permissions to Shifts capabilities for your frontline managers](manage-shifts-permissions-frontline-managers.md).
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> [!NOTE]
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> Optionally, [set up a frontline operational hierarchy](deploy-frontline-operational-hierarchy.md) to map your organization’s structure of frontline teams and locations to a hierarchy in the Teams admin center. Creating a frontline operational hierarchy will enable location scenarios and other capabilities for your frontline.
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> Optionally, [set up a frontline operational hierarchy](deploy-frontline-operational-hierarchy.md) to map your organization’s structure of frontline teams and locations to a hierarchy in the Teams admin center. Creating a frontline operational hierarchy will enable [location scenarios](set-up-open-shifts-across-locations.md) and other capabilities for your frontline.
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## Shifts capabilities
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|Create a schedule for their team. <br/>Supported methods:<ul><li>Manually create shifts and time off one by one.</li><li>Bulk creation of shifts and time off through Excel import and copy/paste.</li></ul> | Yes | Not available in Shifts.<sup>1</sup> |
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|Create open shifts for team members to request. <br/>Supported methods:<ul><li>Manually create shifts and time off one by one.</li><li>Bulk creation of shifts and time off through Excel import and copy/paste.</li></ul> | Yes | Not available in Shifts.<sup>1</sup> |
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|Create open shifts for workers on their own team to request. <br/>Supported methods:<ul><li>Manually create shifts and time off one by one.</li><li>Bulk creation of shifts and time off through Excel import and copy/paste.</li></ul> | Yes | Not available in Shifts.<sup>1</sup> |
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|Create open shifts for workers on other teams (locations) to request. (Preview)<br/>Supported methods:<ul><li>Manually create shifts and time off one by one.</li><li>Bulk creation of shifts and time off through Excel import and copy/paste.</li></ul> | Yes | No |
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|Update and delete shifts, time off, and open shifts.<br/>Only manual one by one changes are supported.| Yes | Not available in Shifts.<sup>1</sup> |
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|Manage Shifts settings for the team. | Yes<sup>2</sup>| No<sup>3</sup>|
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|Create schedule groups to organize workers based on common characteristics within a team. For example, department or job type. | Yes | No<sup>4</sup>|
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|---------|---------|---------|
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|View their own and their team's schedule. | Yes | Yes |
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|View open shifts available in their schedule groups. | Yes | Yes |
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|Create open shift requests for manager's approval. Currently only available from within the teams the worker is a member of.| Yes | Yes<sup>1</sup>|
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|Create time-off requests for manager's approval. Currently, after the request is approved, the time off applies only to the team in which the worker requested it.| Yes | Yes<sup>1</sup>|
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|Create a request to swap a shift with a coworker on the same team. | Yes | Yes<sup>1</sup>|
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|Create a request to offer a shift to a coworker on the same team.| Yes | Yes<sup>1</sup>|
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|Request open shifts at their own location for manager's approval. | Yes | Yes<sup>1</sup>|
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|Request open shifts at other locations for manager's approval at that location. (Preview) | Yes | No|
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|Request time off. Currently, after the request is approved by a manager, the time off applies only to the team in which the worker requested it.| Yes | Yes<sup>1</sup>|
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|Request to swap a shift with a coworker on the same team. | Yes | Yes<sup>1</sup>|
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|Request to offer a shift to a coworker on the same team.| Yes | Yes<sup>1</sup>|
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|Clock in and out of shifts and breaks.| Yes | Yes<sup>1</sup><sup>,</sup><sup>2</sup>|
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|Edit timecard entries for clock in/out and breaks on mobile. | Yes | Yes |
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|:::image type="icon" source="/office/media/icons/administrator-teams.png":::|**[Manage Shifts](/microsoftteams/expand-teams-across-your-org/shifts/manage-the-shifts-app-for-your-organization-in-teams?bc=/microsoft-365/frontline/breadcrumb/toc.json&toc=/microsoft-365/frontline/toc.json)** Get an overview of how to manage Shifts for your organization. Learn how to control access to Shifts, pin Shifts to the Teams app bar for easy access, enable shift-based tags, and more. |
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|:::image type="icon" source="/office/media/icons/users-group.png":::|**[Use roles to define your frontline managers and workers in Shifts](shifts-frontline-manager-worker-roles.md)** Learn how to use team owner and team member roles in Teams and the schedule owner role in Shifts to define your frontline managers and workers in Shifts. |
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|:::image type="icon" source="/office/media/icons/api-teams.png":::|**[Manage Shifts permissions for frontline managers](manage-shifts-permissions-frontline-managers.md)** Learn how to control the Shifts capabilities that are available to frontline managers for managing their team schedules, such as the Shifts settings that they can configure and whether they can create and manage schedule groups. |
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|:::image type="icon" source="/office/media/icons/calendar-teams.png":::|**[Set up open shifts across locations in Shifts for your frontline](set-up-open-shifts-across-locations.md)** (Preview) With this feature, your frontline managers can offer open shifts across multiple locations (teams) within an area for workers to request and workers can see and request open shifts that are available at other locations.|
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|:::image type="icon" source="/office/media/icons/help.png":::|**[Shifts data FAQ](/microsoftteams/expand-teams-across-your-org/shifts/shifts-data-faq?bc=/microsoft-365/frontline/breadcrumb/toc.json&toc=/microsoft-365/frontline/toc.json)** Learn where Shifts data is stored and other information related to Shifts data, including retention, retrieval, and encryption.|
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|:::image type="icon" source="/office/media/icons/connector-teams.png":::|**[Shifts connectors overview](shifts-connectors.md)** Get an overview of Shifts connectors and how they work. Learn about the managed connectors that are available and the supported WFM systems. |
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|:::image type="icon" source="/office/media/icons/connector-teams.png":::|**[Teams Shifts connector for UKG Pro Workforce Management](shifts-connectors.md#microsoft-teams-shifts-connector-for-ukg-pro-workforce-management)**<ul><li>Learn how to set up a connection to UKG Pro Workforce Management by using the [Shifts connector wizard](shifts-connector-wizard-ukg.md) or [PowerShell](shifts-connector-ukg-powershell-setup.md).</li><li>Learn how to manage your connection to UKG Pro Workforce Management by using the [Microsoft 365 admin center](shifts-connector-ukg-admin-center-manage.md) or [PowerShell](shifts-connector-ukg-powershell-manage.md).</li></ul>|
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|:::image type="icon" source="/office/media/icons/connector-teams.png":::|**[Teams Shifts connector for Blue Yonder](shifts-connectors.md#microsoft-teams-shifts-connector-for-blue-yonder)** <ul><li>Learn how to set up a connection to Blue Yonder Workforce Management by using the [Shifts connector wizard](shifts-connector-wizard.md) or [PowerShell](shifts-connector-blue-yonder-powershell-setup.md).</li><li>Learn how to manage your connection to Blue Yonder Workforce Management by using the [Microsoft 365 admin center](shifts-connector-blue-yonder-admin-center-manage.md) or [PowerShell](shifts-connector-powershell-manage.md).</li></ul> |
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|:::image type="icon" source="/office/media/icons/connector-teams.png":::|**[Reflexis Shifts connector for Microsoft Teams](shifts-connectors.md#reflexis-shifts-connector-for-microsoft-teams)** Learn about integrating Shifts with the Reflexis WFM system through the connector.|
|:::image type="icon" source="/office/media/icons/get-started-teams.png"::: |[Video: What is Shifts?](https://support.office.com/article/what-is-shifts-f8efe6e4-ddb3-4d23-b81b-bb812296b821)|:::image type="icon" source="/office/media/icons/calendar.png":::|[Video: Create a shifts schedule](https://support.microsoft.com/office/create-a-shifts-schedule-2b94ca38-36db-4a1c-8fee-f8f0fec9a984)|:::image type="icon" source="/office/media/icons/blocks-teams.png":::|[Video: Manage a Shifts schedule](https://support.microsoft.com/office/manage-and-view-a-shifts-schedule-63acda7b-ea39-441a-b1c6-c404a72e79f7)|
|:::image type="icon" source="/office/media/icons/arrow-right-2-teams.png"::: |[Shifts end user documentation](https://support.microsoft.com/office/get-started-in-shifts-5f3e30d8-1821-4904-be26-c3cd25a497d6)|:::image type="icon" source="/office/media/icons/get-started-teams.png"::: |[Video: What is Shifts?](https://support.office.com/article/what-is-shifts-f8efe6e4-ddb3-4d23-b81b-bb812296b821)|:::image type="icon" source="/office/media/icons/calendar.png":::|[Video: Create a shifts schedule](https://support.microsoft.com/office/create-a-shifts-schedule-2b94ca38-36db-4a1c-8fee-f8f0fec9a984)|:::image type="icon" source="/office/media/icons/blocks-teams.png":::|[Video: Manage a Shifts schedule](https://support.microsoft.com/office/manage-and-view-a-shifts-schedule-63acda7b-ea39-441a-b1c6-c404a72e79f7)|
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