We encourage using a schedule that is shorter than a yearly schedule to keep the schedule simple to maintain and be able to react to changes quickly and flexibly. This allows weekly, monthly, bi-monthly, quarterly and half-yearly schedules to be generated. For example, assigning Michael to Leg 1 on all the weeks will simply assign him to work on Leg 1 throughout the schedule.Ī maximum of 25 weeks can be assigned, after which, a new schedule will need to be generated.

To assign employees to just one specific Leg, simply assign a single Leg number. In the diagram below, the employee Michael is working on Leg 1 on Week 1 and Leg 2 on Week 2 and so on. The portion highlighted in red requires your inputs. This worksheet is used for assigning employees to the different Legs specified in the Shift Patterns worksheet. This table is helpful when you need to customize the shift patterns. The table shows 4 employees working on Shift 1 throughout the week. The Num Shifts field shows the number of shifts to be worked on for that specific week (Leg).Ī summary of the total number of employees on each type of shift is provided in a table as shown below. For example, you can select a group of cells and change the shift number from 1 to 2 by using the Excel replace function. The advantage of using Excel for shift scheduling can be easily seen here. The letter 'x' is used to specify days off while numbers 1 to 6 indicate shift numbers. You can copy the shift patterns from the Shift Patterns spreadsheet to schedule the employees. This is the worksheet that lets you specify the shift patterns. It is only used to maintain a consistent understanding of the shift hours.

The start and stop shift time is actually not used by other parts of the spreadsheet. This shift information from cell C4 to G10 can be printed. A maximum of 25 employees and 6 types of shifts are supported. This worksheet lets you specify the Stat Date of the shift schedule, the Names of the employees, the Names of the shifts, the Start/Stop time of the shifts and the number of hours of each shift. All the input fields are also marked with the '*' symbol for you to identify them easily. The rest of the worksheets are generated automatically. If you recall from the previous section, only the following worksheets require user inputs or updates:

This section describes the different worksheets of the Shift Scheduler spreadsheet in details. Shift Scheduler Spreadsheet (Staff Scheduling)

Sample staff schedule spreadsheet