If there is any information the employee has to fill out themselves, make sure they have enough space to do so. Only highlight sections or bold text as necessary. When working on your schedule in Excel or Sheets, make sure it is easy to read from left to right and top to bottom. Rather than treat every available workday the same, remember that you may need to schedule differently on holidays. Or the nature of some holidays could mean that there may be no customers or very few. Forgetting this could massively backfire, forcing you to operate with fewer staff members and straining employee relations.Įmployees will likely want time off on Christmas and Thanksgiving to spend time with their families. Putting these instances in the schedule rather than relying on memory is best. It could be that staff members have scheduled or agreed to time off for specific days. Rather than assume all employees are equally available to work, you should always confirm availability. You want to develop a template for employee scheduling that answers every question your staff members will have. If shifts change week to week, a biweekly or monthly shift schedule may be more beneficial than a weekly one.Ĭonsider all the relevant information your employee schedule needs to convey: day of the week, shift hours, employee name, department or task, etc. Select the Right TemplateĪ seven-day template is pointless if your business is open five out of seven days. Double-check all employees and hours, and that the format is flexible enough to account for sick days, emergencies or scheduled time off. When developing your employee schedules from scratch, there are a few simple steps to take to get you through the process quickly. Shift scheduling, when done right, can ensure all days are adequately covered, with personnel not over-scheduled. That is useful for informing staff members of where they will be and what they will be doing throughout the week, providing the chance for employees to better plan any off-the-clock obligations or activities as they know whether they are working. Although the scheduling could appear similar to a daily employee sheet, many shifts are set for the week, providing more information beyond a single work day. In these work situations, an employee’s hours, station or team members are subject to change night by night. Restaurants, hospitals, manufacturers and similar businesses often select employee shift schedules. You can avoid double-booking projects or assigning unrealistic deadlines by having a better grasp of who is available and what is achievable within the month-long window. This setup could be ideal as it helps your staff to be aware of upcoming milestones, any individual obligations or deadlines, and what lies ahead once goals are met. Alternatively, you may choose a monthly format to better track employee hours for payroll. Monthly ScheduleĪlthough more complex than the previous formats, the monthly employee schedule is worth establishing for projects that go on for days or weeks, not necessarily ending neatly within the confines of a typical work week. That said, one thing to look out for when working with weekly schedules is the possibility of over-scheduling or accidentally forgetting to add an employee to the schedule. With this format, it is much easier to account for availability, such as in the event of scheduled time off. Additionally, full- and part-time employees will be able to track hours and note daily changes in shift obligations. This schedule is more typical of businesses that are open five to seven days per week. While this format works for day-to-day planning, it’s very narrow scope makes it hard to look ahead, making it necessary to supplement scheduling with weekly and monthly work schedule sheets. This template is good for helping workers stay on task, manage their time efficiently and meet all end-of-day deadlines. Daily Scheduleĭaily schedules tend to be very basic and straightforward, often reserved for employees who are assigned to specific tasks or departments that may be subject to change later in the week. You might also choose to use scheduling software to create your paperwork.Īdditionally, if you are not interested in a manually made scheduling system, there are plenty of pre-made employee schedule templates from which to choose. You may decide to set up documents through Google Sheets or Microsoft Excel. Do your employees self-report their hours?įactors such as these will play key roles in determining what type of scheduling forms you use.Are employee hours tracked daily or weekly?.Do you need a four-two or rotating three-fourths schedule?.Does your business run 24 hours per day?.Before selecting your employee schedule system, there are a few questions you should keep in mind:
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