When you’re running a business with many employees, one of the biggest headaches can be scheduling your employees so that you get maximum benefit and productivity with a minimum of overlap and redundancy. One of the best ways to handle this problem, of course, is through the use of computerized work schedules, but many people aren’t as savvy as they would like to be when it comes to Microsoft Word and Microsoft Excel, so they work with templates. With either of these programs, it is possible to use a template that will help you speed up the process of making your work schedule, and many are provided free from Office.com. But your business is totally unique, and so you shouldn’t have to make do with a pre-fabricated template when you have the option of creating your own template that is exactly suited to every single task you require from it, so we’re going to show you the simple way to customize your own template using Microsoft Excel 2010. We’re not kidding, it really is simple.
Note: If you’re using Excel 2007 or 2003, these instructions should still apply, since they are fairly similar programs in terms of their layout and design style.
Open up Microsoft Excel, and create a new blank document. If you’ve found a template you want to work from, great, now’s the time to open it up. Customize your document to make sure that it covers all the different scenarios you encounter when scheduling your employees. There are some basic things you should keep in mind for any work schedule template. First, make sure that it covers all the days you’re open, as well as the days you’re closed – people are used to looking at calendars, and basically that’s what this is. Make sure you can note when a person has been off sick or on vacation, and who will be filling the shift for that particular day. Allow a spot to tally the hours for each employee for each printed schedule, to make your completing your payroll a little bit easier. Also make sure to leave a spot for any additional notes that might come up. Finally, include contact information for the management to ensure that your employees can reach you if there is a scheduling conflict or sudden illness. For bonus points, you might also want to consider including your company logo or letterhead to really keep things nicely branded – after all, any free publicity is good publicity!
Finally, all you need to do is go to ‘File -> Save As’ and instead of selecting ‘Excel Workbook’, select ‘Excel Template’. Now you’ll be able to work quickly from your template whenever you’re ready to fill out your next work schedule, and you don’t have to bother deleting all the old data. This will also easily let you save multiple copies of your work schedule files, so that you can maintain both printed records and digital records – very useful whenever an employee has a problem with their hours – or when you do!
Time management in any organization is one of the significant elements to obtain success and increased productivity. For efficient time scheduling, you can expect your company’s management to arrange work schedules. These schedules determine when a staff member is expected to work and this may include shift timings, breaks, weekly offs, holidays etc. For instance, all of the firm’s employees may not have similar working time. Some people may work day shifts, others on night shift and the rest may have a flexible working schedule. These different working patterns may be under the company’s daily timetable or a periodic work schedule.
Hi, I’m John Smith!