Managing shift groups and shift channels

Admins and shift group managers can create and manage shift groups for Zoom Workplace for Frontline users. In addition to managing shift groups, admins can view and manage the associated shift channels.

Requirements for managing shift groups

• Zoom Workplace for Frontline license
• Shift group manager role
• For managing shift groups for the entire account:
  • Account owner or admin privileges or user with shift group admin permissions

How to view a shift group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Shift Groups.
   Note: If you are an admin, click Frontline Management, then Shift Groups.
3. Click the Channel name prefix to view the group details. 

How to create a shift group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Shift Groups.
   Note: If you are an admin, click Frontline Management, then Shift Groups.
3. Click + Create.
4. Enter the following information:
   • Channel name prefix: The name displayed for the shift channel.
     Note: The date will automatically be appended to the end of the name.
   • Repeat: Select if the shift channel will be created daily or on certain days of the week. If it is certain days of the week, select Custom in the drop-down and choose the days of the week.
   • Start on: Select the starting date on which the shift group channel will be available. 
   • End on: Select the ending date when the shift group channel will be unavailable.
   • Work time: Select the start and end time for the shifts.
     Note: The shift channel will be displayed within the user’s Today tab one hour before the shift starts and will be removed from the Today tab and archived three hours after the shift ends. 
   • Time zone: Select the time zone for the shift. 
   • Members: Enter the name of the Zoom users you want to add to the shift channel.
   • Note: If using UKG hyperfind queries, select UKG hyperfind and enter the name of the hyperfind. 
   • Channel admin: Enter the name(s) of the Zoom user(s) you want to add as an admin for the shift channel.
     Note: If using UKG hyperfind queries, select UKG hyperfind and enter the name of the hyperfind
5. (Optional) Click + Add mention group to create a mention group for the shit:
   1. Under Name of mention group, enter the name of the mention group.
   2. Under Members of the mention group, search and select the Zoom user.
      Note: If using UKG hyperfind queries, select UKG hyperfind and enter the name of the hyperfind.
6. (Optional) Click + Add mention group to add additional mention groups.
7. Click Create.

How to edit a shift group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Shift Groups.
   Note: If you are an admin, click Frontline Management, then Shift Groups.
3. Click the Channel name prefix of the desired shift group.
4. Update the shift group.
5. Click Save.

How to delete a shift group

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Shift Groups.
   Note: If you are an admin, click Frontline Management, then Shift Groups.
3. Click the Channel name prefix to view the group details. 
4. Click Delete.
5. If a verification dialog displays, click Delete to confirm.

Alternatively:

1. In the navigation menu, click Shift Groups.
   Note: If you are an admin, click Frontline Management, then Shift Groups.
2. To the right of the shift group, click the delete button .
3. If a verification dialog displays, click Delete to confirm.

How to manage shift channels for a shift group

Managing active shift channels

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Shift Groups.
   Note: If you are an admin, click Frontline Management, then Shift Groups.
3. To the right of the shift group, click Channel list. 
4. Under the Active tab, current active channels will be displayed.
5. (Optional) To the right of the channel, click Go to channel to open the Team Chat channel within the Zoom Workplace app. 
6. (Optional) To archive channels:
   1. Select the desired channels and click Archive.
   2. When prompted, click Archive. 

Managing archived shift channels

Shift channels that have been archived can be unarchived using Team Chat Management.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Shift Groups.
   Note: If you are an admin, click Frontline Management, then Shift Groups.
3. To the right of the shift group, click Channel list. 
4. Under the Archived tab, current active channels will be displayed.
5. (Optional) To the right of the channel, click Go to channel to open the Team Chat channel within the Zoom Workplace app.