Do you want to manage your staff’s allocations, shift schedules and view the results in a 4 week grid fashion (like below)? Then you are going to love my FREE Staff Roster Excel Template.
This template is designed to work with modern Excel only. You need Excel 365 or Excel on Web to use this file.
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Step 1: Set up your employee data on the “employees” tab. You need the names & their pictures. When adding pictures, use insert picture > in-cell option to add them to the cells.
Step 2: Add any time-off or vacation information using the “Vacations” tab. Specify the employee name and date on which they are away.
Step 3: Set the start date for the roster, using the cell G3. Optionally, set the week start. Leave the value as 1 to start the week on Monday.
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Once you change G3 value, the roster will display next 4 weeks worth of dates in the grid.
Step 4: Using the drop-down options in each day, map employees to the shift. You will get a warning icon if you either duplicate a name or if the employee is on vacation.
Step 5: Refer to the Workload graph on the right to see how busy your staff are. Use it to assign work fairly.
Step 6: That is all. There is no step 6. Happy Rostering.
Need help with rostering your staff or setting up employee schedules? Watch this tutorial to understand how I built this workbook and how to use it.
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