Join Nick Brazzi for an in-depth discussion in this video Staff workers: Accept an invitation, part of Microsoft StaffHub Essential Training.
- [Instructor] In this movie, I want to shift our focus to staff workers. A staff worker is a member of a team who will receive schedule assignments from the team manager. In other movies, we saw that the StaffHub experience from managers is generally built around the StaffHub website. However, the experience for staff workers is really focused around the mobile app for Android and iOS. It is possible for staff workers to see their schedules on the StaffHub website, but the best experience for staff workers is to use the mobile app.
When a manager adds you to their team, you will receive an e-mail invitation. Now, I'm signed into Outlook mail for one of the staff workers on this plan. And you can see this user has received an e-mail message with an invitation to join the StaffHub team, and there's a link here to accept that invitation. So I'm going to click on that here on the computer. You'll see it will bounce over to the StaffHub web page, but I only see this message saying that I need to go to the mobile device. So it's basically just going to route you over to the mobile device to download the app and then accept the invitation from there.
So of course the standard thing to do here would be to just do everything I'm about to do on an Android or iOS device. So let's do that. I'm going to switch over to an iPhone, and you can see that I already have the StaffHub app installed on this phone. So of course you can find this app for free on the Apple app store or the Google Play store for Android. I'm not going to launch that app yet. Instead, I want to look at that same e-mail message here on my mobile device. I'm using Outlook, but that doesn't matter, you can use any e-mail app.
So I'm going to open up Outlook and you can see I've got that message here so I'll open that up, and again, there's that link to accept the invitation. So if I tap on that, it will bounce me over to the StaffHub web page, and there's a link there to download the app. And if I tap on that, it will take me to the app store, and since I've already installed this app, I don't see the Download button, I just see the Open button. So you can see I could just shortcut this by just opening the app if I already have it installed, but that link in the e-mail will take me through the steps and help me install it if I don't already have it installed.
So however you do it, you're going to open up the StaffHub app and we can continue from here. I'll hit the button that says I have a work account, and then I'll sign in with the Office 365 account for this staff worker. Once I type in the e-mail address, I'll hit Next, then it will prompt me for the password. I'll type that in, then hit Sign in, I'll have to hit Sign in one more time, and now this user is signed into the StaffHub app.
Now there is a prompt here where you can provide your phone number, which will help you recover your account if you ever forget your password. For now, I'm just going to skip that. And now that this staff worker has signed into the app for the first time, we can see that he has an active invitation, and to accept that invitation, we just hit OK. And that's it, that's all you really need to do to accept an invitation. Now you can start to use the app normally. And here in the app, workers can view their schedule, make vacation and swap requests, and view messages.
And these are all things that we'll cover as we go through the rest of this course. So it's highly recommended that all of the staff workers access StaffHub in the mobile app on their smartphone. However, staff workers do have the option of just using the website. It will just be a little bit of a more limited interface. So let's go back to the computer. So as we saw before, if you click on the link in the e-mail message, it'll take you to this page. However, if you just manually go to staffhub.office.com, you'll be able to sign in from here.
So I'll click Sign in, and since I was already signed into Office 365 from this account, it remembers my account so I can just click on the name, and it will sign me into StaffHub this way. So you can sign into the StaffHub web page even if you're not a manager. But basically, you're just limited to viewing your schedule. Yo do have some export options, you can export your schedule to Excel or to a PDF, but as a standard staff worker with read-only access, you're not able to make any changes.
You cannot add or remove members, you cannot schedule any shifts. But staff workers do have a way to view their schedule on the web if they don't want to use the mobile device. And in fact, the web page is a really good way to see the schedule for the entire team all at the same time. But for most of the tools that the typical staff worker needs, you should just refer to the mobile app. So now, staff workers can receive team invitations and confirm their place on the team. And remember, the intended user interface experience for a staff worker is different from the experience for a manager.
We're going to be jumping back and forth between manager tools and staff worker tools as we continue through the rest of this course.
In this course instructor Nick Brazzi shows managers and employees what they need to know to use StaffHub. He begins by showing how to create a team in StaffHub, invite employees to join teams, and organize employees staff into groups. Next, Nick covers all the aspects of work schedules—from how to create, modify, and view schedules to how employees can work together to cover shifts. He shows how to send messages to team members, share files with team members, and post communications using Day Notes. Lastly, Nick covers how to modify StaffHub settings to tailor it to your company and team.
- Creating teams and groups
- Managing teams
- Accepting invitations
- Managing multiple active teams
- Building a schedule
- Setting shifts
- Viewing a schedule
- Requesting time off
- Requesting to swap a shift
- Approving swaps
- Approving time off requests
- Sending messages
- Sharing files with teams