this employee scheduling workbook is
built to be a flexible tool for creating
weekly work schedules
schedules can be fully customized to
suit one to three working shifts for up
to 100 employees
in either four or six week scheduling
blocks
the workbook can be filled with your own
employee information including
employment type and employee role
schedules automatically tally the number
of required workers and a convenient
dashboard provides a breakdown of the
hours included in each work schedule
when first using the workbook you should
enter employee information and select
preferences before creating a work
schedule
in order to begin select the lists tab
at the bottom of the workbook
the first table on this sheet is the
employee summary table
this table is where you'll enter the
employee names you'd like to be
available for selection when creating a
work schedule
in addition to names you can also enter
employment type and employee role for
each employee in the table to choose the
employee roles available for selection
you can use the employee role types
table to the right of the worksheet
in order to set up your own employee
roles you can either replace an existing
entry or type a new entry into the next
blank row of the table
the final section of this sheet is the
weekday format option
this setting determines how weak days
are displayed on the schedule and it can
be set to one of the three
options by using the drop down menu at
the top of the table
after you finish setting up the list
sheet select the settings sheet at the
bottom of the workbook
this sheet is where you can select your
preferences for how you'd like the work
schedule to be displayed
here you can use the check boxes to
determine the number of scheduled shifts
and choose between four and six week
scheduling blocks
the number of employee slots on the
schedule is also selected on the sheet
by choosing an
option from the drop down menu every
available slot on the schedule doesn't
need to be filled
so select the option that will provide
enough total spaces to meet your
schedule's needs
once you've set up your preferences you
can create a schedule by selecting the
schedule tab at the bottom of the
workbook
this tab is where work schedules are
created before creating your first
schedule
you have the option to replace the
company name and company logo
placeholders with your own company
information
if you'd like to add your company's logo
to the schedule delete the placeholder
image and select the insert tab at the
top of the workbook
from here select the pictures icon
and select this device on the menu that
appears
in the file select window navigate to
the location of your company's logo
select the logo file and click the
insert button to load the image into the
workbook
once you've resized the logo as needed
drag the image to fit in place above the
scheduling table
now that we've finished setting up the
workbook it's a good idea to save the
workbook file before creating your first
schedule
to begin creating a schedule enter the
date of the monday you'd like to mark
the beginning of your work schedule
the correct dates will be automatically
generated and you can enter the required
daily workers by editing each day's
people required field
located at the bottom of each shift
schedule
to add an employee to the schedule
select an employee name using the drop
down menu located in the far left column
of the shift table
for each selected employee the
corresponding employment type enroll are
automatically pulled into the schedule
daily work hours for each employee are
entered by filling out the corresponding
date within each employee's row of the
table
as hours are entered the days field will
adjust to show how many days the
employee is scheduled to work on this
shift's work schedule
as the schedule is filled out the total
people
and needed people fields at the bottom
of the shift schedule will be
automatically calculated
repeat this process as needed in each
shift table in order to complete your
personalized work schedule if you'd like
to clear the work hours and create a new
schedule
select the clear schedule button at the
upper left hand corner of the worksheet
this action will clear daily hours from
all shift schedules but will keep
employee information
and the number of required people for
each weekday and work shift
the final portion of the workbook is the
dashboard which can be viewed by
selecting the dashboard tab at the
bottom of the workbook
this sheet provides a summary of the
information entered into the current
work schedule
the first table in the group of tables
on the right displays total daily work
hours by work shift
the following three tables below provide
additional summaries of total work hours
by both employee role and work shift
the final table in the dashboard
displays total weekly work hours for
each employee included in the work
schedule
when an employee has totaled more than
40 work hours within a single week
their total hour account will be
highlighted
just as with the scheduling sheet you
have the option to replace the company
name and company logo placeholders with
your own company's information
this can be done in the same manner
previously demonstrated on the schedule
sheet
this concludes the overview of the
employee scheduling workbook
if you'd like to review any of these
instructions a summary can be found on
the introduction tab in the bottom left
corner of the workbook