How to create a work schedule in Excel

Published on
October 23, 2023
How to create a work schedule in Excel

Why create a work schedule?

For businesses, a schedule must comply with current labor laws. While employers have flexibility in setting work hours, they must also consider employee rights and legal requirements, including daily and night work regulations. As the basis for payroll calculation, a work schedule holds legal value within an organization.

1. Choose an existing Excel scheduling template

Tools like Excel offer powerful scheduling capabilities, allowing businesses to create detailed spreadsheets, charts, and planning tools. However, setting up an efficient schedule from scratch can be time-consuming. Fortunately, Excel provides pre-existing templates designed to facilitate scheduling. These templates include built-in calculation fields and predefined formats, simplifying workforce planning.

2. Customize the template with company data

If you don’t have dedicated scheduling software, you can find Excel-based schedule templates online. However, these templates often lack advanced functionalities, requiring manual data entry. Users can edit employee names, add fields, and adjust structures to match company needs.

Simply enter "schedule" in the Excel template search bar, select a suitable model, and open the spreadsheet. The document will already contain formatting and prefilled fields. Users only need to input their company’s work hours, shifts, and employee information to build a complete schedule.

3. Personalize the template: colors, formats, and sheets

Once data is added, Excel allows full customization of the schedule’s appearance. Users can adjust colors, change display formats, and organize data to improve clarity. Default templates typically display schedules on a monthly view. If a broader range is needed, navigation arrows can adjust the view to extend over multiple months.

Why consider scheduling software over Excel?

While Excel is a valuable planning tool, its limitations become apparent when handling large volumes of data or managing dynamic schedules:

  • Lack of automation: If schedules change, updates must be done manually.
  • Legal compliance challenges: Labor law regulations must be manually verified, as Excel does not offer built-in legal compliance features.
  • Complexity with large teams: Multiple spreadsheets are often required for different departments, making it difficult to maintain consistency.

Optimize scheduling with a dedicated planning tool

For businesses facing these challenges, switching to specialized scheduling software is a more effective solution. Shyfter, the leading workforce planning software, provides a user-friendly and automated tool for managing work schedules. Its features include:

  • Automated scheduling: Instant adjustments to changes in availability and workload.
  • Legal compliance integration: Ensures that all schedules respect labor laws.
  • Centralized data management: Stores all schedules, shifts, and employee information in one secure, cloud-based platform.

Conclusion

Excel is a useful tool for simple workforce planning, but for better automation and efficiency, businesses should consider a dedicated scheduling solution. Shyfter offers a modern, intuitive tool that simplifies scheduling, optimizes workforce management, and ensures compliance with labor laws. With mobile accessibility, real-time updates, and team-friendly features, Shyfter transforms scheduling into a seamless process.