Step By Step

Installing Shaka for Teams

Installing Shaka to Teams is easy and fun! It will take you about 10 minutes to get Shaka up and running for your workspace! Follow our step-by-step instructions below:

1. Open Shaka in Microsoft Store

Click here to view Shaka in the Microsoft Store. This will open a new window. Click "Get it now".

Click get it now on Shaka's Microsoft Store listing
What you should see when you click the link.

2. Open in Teams

After clicking "Get it now", you will be redirected to Teams. Click Open Microsoft Teams (assuming you have the desktop app)

Click get it now on Shaka's Microsoft Store listing

3. Add to a Team

Click Add to a Team

Click get it now on Shaka's Microsoft Store listing

4. Select channel

Select the channel you would like to install Shaka into

Click get it now on Shaka's Microsoft Store listing

5. Set up Bot

Then, click Set up a bot

Click get it now on Shaka's Microsoft Store listing

6. Complete the Active Features Form

Please note as you fill out these forms that you can always edit your settings later in the Shaka Admin Panel, however, you shuld set up as many features as possible in your initial set up.

  • Active Features Enable as many features as you would like your team to utilize. You must select atleast 1 feature, we recommend selecting all of them!
  • Timezone choose a timezone that represents when the majority of your employees are online, Shaka will typically send messages between 10 AM - 3 PM in this timezone.
Picture of Shaka User Interface
Select as many features as you would like to utilize and complete all the questions on the first form.

7. Complete the Wellness Settings Form

You will only see the Wellness Settings Form if you selected Wellness as one of your active features. If you did not select Wellness, please move forward to step 5.

  • Select Weekly Wellness Content You can choose which of Shaka's Wellness content you would like to share with your team. Since each type will only be delievered once per week, it is not overwhelming to select them all and we highly recommend that you do! At the top of the Wellness Settings Form, you can preview any of the types of Wellness Messages.
  • Wellness Channel Do you have a specific channel within Teams dedicated to culture or wellness where you would like Shaka Wellness content to be delivered? If not, we recommend you select a channel where most employees can see these social messages.
  • Launch Date You may not want to launch all of Shaka's tools all at once, so Shaka allows you to pick a launch date for each of our features. You can pick any date in the future. On this day, Wellness messages will start to be delievered and the Shaka bot will ask your users to submit songs for Shaka Music if you have enabled that feature.
Picture of Shaka User Interface
Complete the short questionnaire to set up Wellness. If you do not see the Wellness form, you might not have selected Wellness as an active feature, continue below in these docs.

8. Complete the Connections Settings Form

You will only see the Connections Settings Form if you selected Connections as one of your active features. If you did not select Connections, please move forward to step 6.

  • Connections Group Size Shaka can create different size groups for Connection meetings. How many people on average would you like to be matched per group by Shaka for Connections? If you have a lot of outgoing people on your team, we recommend groups of 2. If you have a lot of introverts, consider choosing groups of 4.
  • Invite Employees to Join You may not want to launch all of Shaka's tools all at once, so Shaka allows you to pick a launch date for each of our features. This is the day Shaka will announce the new Connections program and invite users to join. They will recieve their first Connections meeting invite about 1 week after joining the program.
  • Departments Shaka's matching algorithm wants to match employees who typically do not work together. For this reason, when an employee joins the Connections program Shaka will ask them to select their department from a list. You are building that list of departments here. These do not have to be your official company department names, simply build a list that groups your employees and be sure to separate them by semicolons. For example, Marketing; Sales; Engineering; Product; Customer Success;
  • Office Locations Shaka's matching algorithm wants to match employees who typically do not work together. For this reason, when an employee joins the Connections program Shaka will ask them to select their office location from a list. You are building that list of locations here. These do not have to be your official company office loations, simply build a list that groups your employees and be sure to separate them by semicolons. For example, US - East; US - Central; US - West; Canada;
Picture of Shaka User Interface
Complete the short questionnaire to set up Connections. If you do not see the Connections form, you might not have selected Connections as an active feature, continue below in these docs.

9. Complete the Challenges Settings Form

You will only see the Challenges Settings Form if you selected Challenges as one of your active features. If you did not select Challenges, please move forward to step 7.

  • Select a New Challenge Review the attached Challenge Menu and pick a challenge you would like to run with your team in the near future. All challenges last 2 weeks.
  • Challenge Channel Select a channel where employee challenge submissions can be celebrated and leaderboard updates can be sent throughout the challenge. Occassionally, people choose to create a new channel for this purpose but you can also simply select your primary channel if you would like updates to be sent to all of your users.
  • Start of Challenge You may not want to launch all of Shaka's tools all at once, so Shaka allows you to pick a launch date for each of our features. You must select a challenge start date atleast 1 week into the future to give the Shaka App time to announce the challenge and invite participants to join. Your challenge will conclude 2 weeks after the selected start date.
Picture of Shaka User Interface
Complete the short questionnaire to set up Connections. If you do not see the Connections form, you might not have selected Connections as an active feature, continue below in these docs.

Wahoo! You have officially installed Shaka for your Teams workspace. Now sit back, relax and watch as your team reaches new levels of workplace camaraderie and happiness.

Picture of Shaka User Interface
This is the message you should see from Shaka once you have completed onboarding! You can review your settings by scrolling through your conversation with the Shaka App.

If you got stuck along the way or have any questions, don't hesitate to reach out to our team by emailing contact@joinshaka.com we will be happy to help!