Employee Scheduling Excel Spreadsheet
Confusion about when people are scheduled or not can cause chaos and a dip in morale.
While there’s expensive tools to help you coordinate scheduling, you can’t go wrong with the most powerful data tool in the history of business – Excel.
Welcome to our Employee Scheduling Excel Template.
The first component of the Scheduling template is Lists sheet. Input employee names, type (full or part-time) and role. You can add or delete roles at any point, as well as choose between three options for how the days of the week are abreviated.
The second component is the Settings sheet. The template is set to a 4 week schedule, however, you can choose to make it a 6 week schedule as well. You can also mark the necessary shifts that are available – 1st, 2nd and 3rd.
The third component is the Schedule sheet. This is where you will input each employee’s scheduled hours. Relevant information from the Lists sheet will autopopulate. Clearing the schedule for the next work period is easy as pressing the Clear Schedule button.
The final and fourth component is the Dashboard sheet. This sheet gives an overview of the employees and the number of hours they’re scheduled to work each week. This will also show you the number of employees in each role scheduled per day to help you ensure a shift leader or supervisor is always on each shift, for example. This tab also gives you an overview of who is working more than 40 hours each week which is indicated by a light red shading in those cells.
Gantt Chart Excel Spreadsheet
A Gantt Chart is a bar chart that illustrates a project schedule. Whether it’s marketing, product, or sales schedule, you can keep track of your progress with a Gantt Chart.
While some people use Microsoft Project, our Gantt template is perfectly suited for Excel.
Seeing your activities from a Gantt standpoint is helpful when measuring the duration and impact of these activities as it relates to the bottom line and growth.
This is one of our easiest templates to navigate.
Amortization Schedule Spreadsheet
Albert Einstein once said, “Compound interest is the 8th wonder of the world.” Whether it’s your car, student debt, mortgage or a business loan, you can’t afford to not know how debt plays into your financial future.
This template is equally suited for businesses and personal use.
In the Loan Schedule sheet, input data related to your loan like Loan Amount, Annual Interest Rate, Loan Period in Years, Number of Payments Per Year, Start Date of Loan and Optional Extra Payments.
The template will auto populate the Loan Summary and every payment, showing the balance, interest and cumulative interest.
Your information from the Loan Schedule sheet with automatically sync to the Dashboard sheet. The Dashboard allows you to visualize your loan data with graphs and charts that display your payment breakdowns by month and principal payments vs. interest payments.