MyTeam View for Shifts

Important: This feature is currently in Open Beta. Please note that the final scope of the feature may be adjusted based on the feedback collected during this phase.

Beekeeper’s Team Schedule View allows employees and managers to see upcoming shifts of other team members within a schedule.
This shared view helps teams coordinate more easily and gives managers quick operational oversight — directly in the mobile and web app.

Depending on permissions, users can switch between viewing their own shifts and their team’s schedule.

Who can use the Team Schedule View?

The Team Schedule View is available to:

• Employees who are members of a schedule

Admins control:

• Whether the feature is enabled for managers and/or employees
• Which Quick Actions are available to managers

For Admins

Enable Team Schedule View

To make Team Schedule View available in your organization:

1. In the Dashboard, go to Toolbox → Shift Schedules
2. Open the Settings tab
3. Enable Team schedule visibility

Once enabled, eligible users will see the My Team option in the Shifts calendar.

Manage Schedule Members

Users will only see schedules where they are a member.

To add or remove members:

1. Go to Toolbox → Shift Schedules
2. Select a schedule
3. Open the Members tab
4. Add or remove users as needed

Changes take effect immediately.

For Employees and Managers

Access Team Schedule View

You can access Team Schedule View from both the mobile and web app.

1. Open Shifts
2. In the calendar view, switch from My Shifts to My Team
3. Use the Schedule Picker to select the relevant schedule
4. View all upcoming shifts for that schedule

If you do not see the My Team option, contact your Admin to confirm that the feature is enabled and that you are assigned to a schedule.

Expand MyTeam View with Shifts Quick Actions

While seeing the schedule is the first step, knowing exactly what to do when a shift starts is what drives operational excellence. Shifts Quick Actions are customizable shortcuts embedded directly within the shift context, designed to bridge the gap between "viewing a schedule" and "executing a task."

What are Shift Quick Actions?

These are strategically placed action buttons that appear alongside shift details in the Beekeeper app. They act as "contextual power-ups," ensuring that the most relevant resources are always just one tap away for the frontline.

Key Use Cases & Examples:

Instead of employees hunting through the Document Library or Nav Menu, you can place high-priority links exactly where they are needed:

• Operational Reporting: Direct links to Work Report Forms or End-of-Shift Checklists.
• Safety & Compliance: Instant access to Safety Procedures, PPE requirements, or Incident Report forms.
• Logistical Support: Links to Site Maps, Gate Access Codes, or Standard Operating Procedures (SOPs) specific to a job site.
• External Integration: Quick redirects to third-party payroll portals, training videos, or external inventory management tools.

Why Enable This?

• Reduced Friction: Eliminates "app fatigue" by keeping everything within the flow of work.
• Higher Compliance: When a report form is pinned directly to a shift, submission rates increase because the barrier to finding the document is removed.
• Standardized Workflows: Ensures every employee, regardless of their location, follows the same procedures for a specific shift type.

How to Get Started

Shifts Quick Actions are an experimental configuration designed to fit your unique business logic. To enable this feature and discuss which resources will best serve your frontline team:

Reach out to your Customer Success Manager (CSM). They will help you map out your "Quick Action" strategy and handle the backend configuration to ensure the right links appear for the right teams.