Discover how Shifts can revolutionize your nonprofit's workforce management and boost efficiency!
Managing a nonprofit organization comes with its unique set of challenges, especially when it comes to scheduling and workforce management. With limited resources and a diverse team of volunteers and staff, efficient scheduling is crucial to ensure smooth operations and maximize impact. This is where Shifts comes in as a powerful tool to streamline your nonprofit's workforce management.
What is Shifts?
Shifts is a scheduling tool integrated within Microsoft Teams, designed to help organizations manage their workforce more effectively. It allows you to create, update, and manage schedules for your team, making it easier to coordinate tasks and ensure everyone is on the same page.
Key Benefits for Nonprofits
- Simplified Scheduling: With Shifts, you can easily create and manage schedules for your volunteers and staff. The intuitive interface allows you to assign shifts, track availability, and make adjustments on the fly.
- Enhanced Communication: Integrated with Microsoft Teams, Shifts enables seamless communication between team members. Volunteers and staff can receive notifications about their shifts, request changes, and communicate any issues directly within the app.
- Increased Flexibility: Nonprofits often have dynamic schedules that require flexibility. Shifts allows you to accommodate last-minute changes and ensure that your team is always informed and prepared.
- Centralized Management: By consolidating scheduling and communication within Microsoft Teams, Shifts provides a centralized platform for managing your nonprofit's workforce. This reduces the need for multiple tools and streamlines your operations.
- Data-Driven Insights: Shifts offers reporting features that provide insights into your scheduling patterns and workforce utilization. This data can help you make informed decisions and optimize your scheduling processes.
How to Get Started with Shifts
- Open Microsoft Teams: Launch the Microsoft Teams application on your desktop.
- Select Shifts: Click on the Shifts icon. If you don't see it, click on More apps (three dots) and find Shifts in the list.
Create Schedules in Shifts
If this is your first time using Shifts, you will need to select a team to create a schedule. If you have used Shifts before, follow the steps below to create a new schedule. You can customize the schedule to meet your nonprofit's specific needs, including assigning different roles and responsibilities.
- Create a New Schedule: In Shifts, click on the three horizontal lines (menu icon) at the top left corner to access the option to create a schedule.
- Choose or create a schedule: Click on New schedule. Select the team you want to create a schedule for and set the time zone for your team's location. Click Confirm.
- Rename the group: Rename the group by selecting More options > Rename group, give it a name, and click Save.
- Add Team Members: Select Add members in the far right. Enter the person's name or email address, select their name from the list, and click Add.
- Assign Shifts: Navigate to the row of the team member, and under the desired date, select the three dots for more options and choose Add shift.
- Complete shifts details: Complete the shift details, including start and end times, and any notes. You can add breaks and lunch by clicking add activity. Then Click Save.
- Copy the shift: Right-click on the shift and select Copy, then right-click on the desired date and select Paste. Alternatively, you can use the keyboard shortcuts Ctrl+C to copy and Ctrl+V to paste.
- Add Open Shifts: To create shifts that any team member can pick up, go to the Open shifts row, select More options > Add open shift, fill out the details, and click Save.
- Copy Schedule: To replicate the schedule for other days of the week, click on Copy schedule in the top right corner. Fill in the required information, including the number of times you want to duplicate the schedule.
- Publish the Schedule: Once your schedule is complete, click Share with team to notify your team members of their assigned shifts.
Conclusion
Shifts is a valuable tool for nonprofits looking to streamline their workforce management. By simplifying scheduling, enhancing communication, and providing data-driven insights, Shifts can help your organization operate more efficiently and effectively. Embrace the power of Shifts and take your nonprofit's workforce management to the next level.