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.
What can you do with this template?
- You can set up (up to 3) employees on shifts across a 4 week grid.
- See who is working on what days with staff pictures
- Manage employee’s time off and get alerted if you map someone on their day off.
- Look at staff allocation and workloads in a graph to see who is doing more and who is doing less work.
- Beautiful, simple and elegant worksheet to interactively manage the shift / roster.
Template Compatibility
This template is designed to work with modern Excel only. You need Excel 365 or Excel on Web to use this file.
How to use this template?
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.
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.
Employee Roster Template -How to use it? [Video Tutorial]
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.
Download Staff Roster Template
Click here to download the Staff Roster Workbook.
Try Other Excel Workbooks too…
I have dozens of templates on all aspects of managing a business. Check out some of the below to speed up your work.
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Thanks for this one!
[...] Choisissez la colonne « Daily Completed » et ajoutez-la au graphique. Une fois ajoutée, changez le type de graphique pour cette série à histogramme (lisez comment combiner 2 types de graphiques en un : combine 2 different chart types in one) [...]
How do i create a chart that has negative numbers on axis x and y and plot them correctly? I cannot seem to understand how to do this, please help.
Thanks.
Nat
You can also plot 2 or more Y axes in Excel using EZplot or Multy_Y from Office Expander.com
There is a demo version to try.
Cheers.