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The target of this tool would be small businesses that need to keep track of their current coverage for the upcoming 7-day period. Often times this solution might be done with pen and paper, but having an Excel document do all the work makes it easier to change things, adjust availabilities, and stay more organized as the scheduler.
The template is setup so that if you need to expand passed 15 employee slots it can be done by dragging the formulas down on all relevant tabs. The 'scheduled hours' tab is going to show the hours of all employees for the 7-day period and can be printed out if needed.
This excel template lets the user make weekly employee schedules. There are enough slots to account for 15 employees at once.
Advanced conditional formatting and logic will display areas of red where a given schedule conflicts with the pre-defined availability.
The final output view is a display that shows the count of employees that are currently scheduled for a given 7 day period within 30 minute increments. If the count is 0, it means nobody is scheduled for that slot.
Anything with at least 1 will show green cells and anything with 0 will show red. This gives an easy visual of coverage. The initial input would be the planned hour range that each employee is planned to work for each day of the week.
That will feed into an hourly matrix in order to display how many 30 minute shifts are covered and by how many people.
The template also displays total hours, budget, and variance for a given week. The conflict manager is based on the predefined availability that is entered in for each employee against the actual schedule for the week.
Everything runs off of dropdowns as far as the start / end time.
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Source: Best Practices in Scheduling Excel: Employee Scheduling Template: Weekly Planner Excel (XLSX) Spreadsheet, Jason Varner | SmartHelping
ABOUT THE AUTHOR: JASON VARNER | SMARTHELPING
I graduated in 2011 with a Bachelors degree in Accounting. From there, I worked at a few small businesses doing financial reporting and some bookkeeping. After a few years of that, I started doing freelance financial consulting work on Elance and Upwork.
After over 400 jobs completed with a 100% success rate, I now run my own modeling/consulting practice and continue to build new financial models every few weeks. [read more]
I occasionally take on custom financial modeling work.
Jason Varner | SmartHelping has published 120 additional documents on Flevy.
File Size: 302.9 KB
Related Topic(s): Scheduling
This business document is categorized under the function(s): Corporate Finance
It applies to All Industries
Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.
Initial upload date (first version): Nov 16, 2022
Most recent version published: Nov 16, 2022
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