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Set Up Shift Management

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Set Up Shift Management

Shift Management for Work.com is a set of tools to manage the return of employees to the workplace. The Shift Management managed package builds on core Field Service objects and capabilities such as service appointments and schedule optimization. To get set up, first enable Field Service and install managed packages.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
Shift Management is available as an add-on license with Work.com and Workplace Command Center.
User Permissions Needed
To set up Shift Management:

Workplace Command Center permission set license

Edit on employees

Prerequisites

Install and configure the Workplace Command Center. Ensure myDomain is deployed to all users.

  1. Set Up Field Service for Shift Management
    Shift management uses standard Field Service objects such as service appointments, shifts, and service resources. For a more efficient shift planning experience, install the Field Service managed package and take advantage of scheduling optimization. Before you set up shift management, we show you how to install and configure Field Service and the Field Service managed package.
  2. Install the Shift Management Managed Package
    Install the Shift Management managed package to add new fields, objects, permission sets, and apps to your Salesforce org.
  3. Configure Shift Management for Work.com
    With the Shift Management managed package installed, you're ready to add the finishing touches. Create a user profile for your employees and assign the right apps. Customize page layouts to control what appears in the mobile and desktop apps. Activate flows and choose Field Service settings.
  4. Complete the Recommended Setup for Shift Management
    Use the Shift Management Setup tab to complete the recommended setup. Choose defaults for your data and assign permissions to managers and planners.
  5. Create Employee Logins for the Shift Management App
    After you set up Shift Management, create logins for your employees so that they can manage their availability and workplace shifts in the Salesforce mobile app.
  6. Update an Existing Shift Management Org
    Shift Management for Work.com is a managed package. Existing Work.com orgs automatically receive new versions of the package, and most new features and changes are already enabled. But some features must be configured after an upgrade to keep the org updated.

See Also

 
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