StaffHub DemoDemo Guide

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ContentsPrerequisites.................................................................................................................................................................. 4

Demo home page and login........................................................................................................................................ 4User Accounts............................................................................................................................................................. 4Requirements............................................................................................................................................................. 4

Pre-Demo Setup Steps................................................................................................................................................... 6StaffHub PC Setup...................................................................................................................................................... 6StaffHub Phone Setup................................................................................................................................................. 8

Introduction................................................................................................................................................................... 9StaffHub Demo Steps..................................................................................................................................................... 9Reset Instructions........................................................................................................................................................ 13

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Prerequisites

Demo home page and loginYou will need a Microsoft Office Demo (MOD) Office 365 tenant to complete this demo. You can obtain a demo environment at https://demos.microsoft.com .

User AccountsMegan Bowen (alias MeganB) is the account used as the ‘Manager’ for this demo

Office 365 tenant: https://<Tenant>.sharepoint.com/sites/contoso User name: MeganB@<Tenant>.onmicrosoft.com Password: Your password can be located within the details section of your tenant on

demos.microsoft.comAlex Wilber (alias AlexW) is the account used as the ‘Frontline Hero Worker’ for this demo

Office 365 tenant: https://<Tenant>.sharepoint.com/sites/contoso User name: AlexW@<Tenant>.onmicrosoft.com nmicrosoft.com Password: Your password can be located within the details section of your tenant on

demos.microsoft.comEmily Bowen (alias EmilyB) is the account used as the ‘Frontline Worker’ for this demo

Office 365 tenant: https://<Tenant>.sharepoint.com/sites/contoso User name: EmilyB@<Tenant>.onmicrosoft.com nmicrosoft.com Password: Your password can be located within the details section of your tenant on

demos.microsoft.com

Requirements 1 PC 1 Phone Created Fake Demo Content

o StaffHub Schedule4

Example below, all colors and times will need to be inserted manually.o PPT – title only, not opened

“Hotel Visions,” with 1 landing slide.o Word doc– title only, not opened

“New Employee Handbook v7.4” “OSHA Laws and Safety Procedures”

o Excel– title only, not opened “Property Directory and Contacts”

Pre-Demo Setup StepsThis Demo can also be completed with 3 phones to show the full shift swap sequence. If using 3 phones, Show the ‘Worker’ view as Alex and initiate the Shift swap with Emily, then allow Megan to confirm on ‘her’ phone.

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StaffHub PC Setup Login as MeganB

o Create Team name.o Add Team members from Schedule belowo Upload all demo content to “Files”o Include weblink to Welcome video:

Start a new browser tab and navigate to the Office 365 Video home page, for example: https://<Tenant>.sharepoint.com/portals/hub

In the top navigation, click Channels Click Community Click Connecting With Videos

NOTE: If Connecting With Videos is not in the Community channel, check the Human Resources channel.

Select and copy the URL for the Connecting With Videos page, for example: https://<Tenant>.sharepoint.com/portals/hub/_layouts/15/PointPublishing.aspx?app=video&p=p&chid=<GUID>&vid=<GUID>

Return to the StaffHub browser tab, click Add URL, and add a link for the URL you just copied

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Create Full Schedule in previous week before the Demo, This will then be imported to the current week.

Add “Refill Paper in Printer” to shift notes for all of Alex’s shifts

StaffHub Phone Setup

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Download and Install StaffHub app, Log in as different personas, If you using one phone. Each chat must be entered by a separate log-in.

As other personas o Populate chat and content, Example:o AlexW: Happy Birthday Emily! [birthday]

Alex: Congratulations on another trip around the sun! [sun] Emily: Thanks! Such a great place to work!!

o Megan: Does you know how to make the printer print double sided? Alex: There is an option in settings Megan: Oh thanks!

o Emily: Does someone know if Mrs. Robinson in Room 1967 got the extra Pillows she asked for on her reservation?

Megan: Thank you for remembering!! Alex: Yes, I am planning on taking them up before lunch Emily: I was able to drop them off. She is so nice! [smile].

IntroductionWhat is Microsoft StaffHub? There are over 650M frontline workers around the world, in retail stores, hotels, restaurants, manufacturing and other service-related industries. These employees typically don’t have an office, desk or computer, making it hard to access and share information important to their jobs. Far too often these workers rely on manual processes and

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outdated tools – cumbersome creation and printing of paper schedules, bulletin boards crammed with notes and a flurry of phone calls and text messages to cover shifts. Microsoft StaffHub is here to help.

StaffHub focuses on these areas:1. Schedule and Task management – Create, update and manage schedules and tasks 2. Information sharing – Send messages and share documents, presentations and videos with the workgroup

StaffHub is available worldwide for customers with an E1, E3, E5 or K1 plan. The app is available on the web, iOS and Android – in 15 languages.

StaffHub Demo StepsAction Talk Track

Personas background: Megan B – Front Office Manager, Grand Contoso Hotel: Manages the activities of the Front Office, Guest Services, Guest Relations and Concierge Departments to create a welcoming experience. Assures that standards are met, guests and employees are satisfied and problems are promptly resolved.Alex W – Concierge, Grand Contoso Hotel: The Concierge staff are our most knowledgeable employees on the newest and greatest attractions and restaurants in the city they are also deeply connected to the innerworkings of the Hotel.

Opening

*You are MeganB*

I’d like to take you through one of the newest productivity tools available from Microsoft Office 365; StaffHub. Staffhub’s central feature, helps to manage and build schedules that keep employees informed and connected to what is going on, but it is so much more than that. Staffhub gives my frontline workers a landing page into our digital revolution. Our frontline staff now have chat tools, access to files and training materials, as well as the ability to swap shifts and stay up-to-date with a live version of the work schedule. Let me take you through a couple of the features from the point of view of two of employees at the Grand Contoso Hotel. We will explore both the manager, Megan’s view, as well as what our general staff, Alex sees. You will learn how

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easy StaffHub is to use on both the PC and the mobile application.

PC – Megan B Open StaffHub

Show different Categories

Click Copy Last Schedule

Click any shift and show options, time change and edit function

Click “Tuesday, Day Notes”

Add “Complete Online Training” as a day note

Click Publish Highlight Export to Excel

and Print to PDF

Click Team (top right) Add new hire “, highlight

deleting old employee

Click Files (top right) Show Onboarding and

Training docs Click “Add”, Highlight

At the Grand Contoso Hotel, I as the manager spend much of the week handling employee schedules. With StaffHub’s scheduling feature, I can view and manage the week’s work with ease. At a glance, I have my hour totals for the day to ensure I am on budget and have the coverage needed. I also have an easy color-coded system that shows the opening, closing, and swing shifts. With fully customizable groups I can schedule employees such as concierges and facilities in an organized fashion. Now, I spend most of my scheduling time planning the weeks to come. In StaffHub I can pull forward last week’s schedule, without having to re-do work I did last week, I can pull forward a template and quickly change it to accommodate the upcoming week. It has an intuitive user interface, so I can easily click through and add a shift, and I can change times or add color to increase visibility, I can even add specific notes to an employee’s shift. If I need to make an edit, or change something, all I need to do is click and I have full functionality and customization. I can even use the shift notes to remind the rest of my team to complete their quarterly mandatory training online during a scheduled shift or add in fun notes for the day.This process now takes me minutes instead of hours!

When I've finished the schedule, I can publish it to my employees, which instantly pushes it to their devices, so they can review it, and request shift swaps if they have a conflict. This instant communication helps keep my staff up to date and informed all while keeping a trackable record to increase accountability. I can also print or export this schedule if I want to post it or save it somewhere else.

It's easy for me to see my active staff. A new hire is starting next week and with a few simple setup clicks, I can onboard him into our current system without involving our IT staff. I just add the new hire using their name and phone number, which then pushes a text message to them, with a prompt to download the app onto their personal device. And just like that, I've added a new staff member! I can just as easily remove access for employees who leaves. This secure system gives us constant and immediate control over who

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Weblinks and Files Close Staffhub

can access schedules and training materials.To ensure any new hires get effective training, I post onboarding and training materials including videos for my team. I also schedule time during the week on one of their shifts to prioritize employee training, so new staff members can easily learn the necessary skills and knowledge they need to become effective members of our team. They can quickly get up to speed with all the documents and resources they need. All the training is digital and paperless, with no chance for anyone to miss a section or not receive a required document. These files are only available to current staff members. If someone is let go, they no longer have access or copies of sensitive company policies.

Using StaffHub I can manage and control the flow of my employees in a more communicative way to increase the productivity of our workplace while ensuring that we maintain the standards that have come to set us apart from our competition.

PC and Phone – Shift Worker*You are now Alex**Switch to Phone*

Open StaffHub on Phone Show Schedule Click on Shift Notes

Initiate shift swap with Emily on Monday shift

Highlight timeline and approval process

From Home Screen, click Chat

Now, let's switch rolls, and I'll show you what our Frontline workers see. With Microsoft Office 365, we have empowered our staff to perform their jobs with ease. By giving them the tools to work smarter, we have made the Grand Contoso Hotel run smoother and better than ever!

Like most workers, I start my day by checking my schedule. Being always connected to my schedule and knowing when I work next is vital. With StaffHub I can check my schedule on the go, through a phone app that's easy to use. I can see a live view of my work week at a glance. I can also pull down specific tasks that I have been assigned for the day, under the shift notes. This way, I can arrive at work ready to get started.

Sometimes my schedule changes, and I need to let my manager know. This week, a last-minute doctor’s appointment comes up on Monday, so I use StaffHub to request a shift swap with another employee. After Emily accepts my request, the requested change goes to my manager for approval. Everyone can see the updated schedule, and my manager can ensure the hotel has the coverage it needs for the shifts assigned.

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Click on “Printer” chat Reply “No problem”

Another great attribute is StaffHub’s integrated chat feature. This allows me to communicate in real time with other members of our team all within the same, easy to use, portal. In here we are able to have ongoing persistent chat conversations that enable us to communicate on the same platform. I am able to quickly reach out to other members of our team. We can talk about some of the needs of our customers or congratulate each other on a birthday. We have our own chat platform that allows for secure communication while increasing our productivity.

StaffHub helps enables us to perform our best by keeping us connected and informed.

Closing With Office 365’ StaffHub, our team at the Grand Contoso Hotel is empowered to do our best work - with tools for schedule and task management, communications and information sharing.Thank you for your time today with us.

Reset InstructionsFollow these steps to reset the demo at the conclusion of each presentation:

1. Delete any new content created during the demo, for example:a. Conversationsb. Shiftsc. Content

2. Sign out of all browser sessions and close the browsers.3. Close all apps on Phone

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