--- layout: default_v3 language: default permalink: free-schedule-maker/how-to-make-a-schedule-on-excel.html i18n_link: 3719 updated: 2023-01-10 #--- article key-values ---# collection: default_topiccluster t_keyword: How To Make A Schedule On Excel tags: employee schedule maker, making employee schedules, how to make a rotating schedule, rotating schedule maker, rotating schedule management type: supporting page_id: 3719 hreflang_id: 3719 parent_id: 3693 date_published: 2021-05-21 date_modified: 2023-01-10 #--- javascript schema ---# javascript_schema: - script: jquery_3_2_0_min - script: bootstrap_min - script: article_infinite_scroll - script: article_mix_infinitescroll - script: article_mix - script: article_mix_faq - script: article_mix_toc #--- section schema ---# section_schema: - section: nav-main_menu - section: article_body_v2 - section: footer - section: schedule_demo_cta #--- page key-values ---# meta_tags: t_meta_title: Step by Step Guide on How to Make a Schedule on Excel t_meta_description: Restaurants can use an Excel template to streamline scheduling and maintain employee morale. Here is a step-by-step guide that shows how to make a schedule on Excel. t_meta_abstract: Restaurants can use an Excel template to streamline scheduling and maintain employee morale. Here is a step-by-step guide that shows how to make a schedule on Excel. i_meta_image: article_body: json-ld_article: v_date_published: 2021-05-21 v_date_modified: 2023-01-10 author: p_author_id: 203 t_author: Priyanka Bhadani p_author_url: priyanka-bhadani.html i_author: 203.png t_author_description: Lauren is an experienced writer who enjoys reading, travelling, and spending time with her children. p_author_facebook: //www.facebook.com/HubWorksApp p_author_twitter: https://twitter.com/HubworksApp p_author_linkedin: p_author_instagram: feature_snippet: p_type: text t_title: t_description: content: heading: t_title: Step by Step Guide on How to Make a Schedule on Excel t_description: Restaurants can use an Excel template to streamline scheduling and maintain employee morale. Here is a step-by-step guide that shows how to make a schedule on Excel. image: i_image: step-by-step-guide-on-how-to-make-a-schedule-on-excel-1621370553-6864.png t_image_description: excel click tab select double click add delete day week click cell v_image_attribution: //pixabay.com/illustrations/accounting-statistics-excel-finance-1928237/ v_image_license: Creative Commons Zero v_video: paragraphs: - t_headline: How to Make a Schedule on Excel t_text: Employee scheduling employees requires good organizational skills and a flexible attitude. For a schedule to work for everyone, managers must consider business and employee needs. Restaurant staffers are everyday people with families and personal obligations. While they need enough hours to make ends meet, they also require adequate rest to perform their jobs.

At the same time, restaurant profit margins depend on the quality of customer service and low absenteeism/turnover. Therefore, restaurant staff must be available and well-trained so management can maintain and streamline operations.

So, how can small business owners optimize work scheduling and keep employees happy? Traditional scheduling methods with pen and paper are ripe for human error and prone to bottlenecks. Software solutions are great scheduling tools, but not every diner needs them.

For managers who want to keep track of shift schedules yet refrain from scheduling apps, using Excel may be a good choice. Here is how to make a schedule in Excel that works for everyone. p_headline_type: h2 image: i_image: t_description: v_attribution: v_license: video: v_video: ZRDcL5OXIYE v_video_language: default t_name: How to Make a Weekly Schedule in Excel - Tutorial t_description: Excel tutorial on how to make a weekly schedule in Excel to keep you organized. We'll make a weekly planner so that you can schedule meetings by selecting your appointments from a dropdown menu available in each time slot.The calendar dates in the planner also use a formula so that you can add more weeks to your workbook and easily link your planners together. Using a weekly planner in Excel can help keep you track meetings and other appointments during your workweek and weekend days. If you liked this, make sure to get your FREE pdf list of top Excel keyboard shortcuts- //yacostasolutions.com/newsletter/*FYI- This tutorial was created using the desktop version of Excel in Microsoft 365. You can upgrade to this version here- //amzn.to/302tWl4The screen recording + editing was done using Techsmith Camtasia. You can check it out here- //techsmith.z6rjha.net/kdZyvThanks for watching this Microsoft Excel tutorial and, don't forget, if you like this video, please Like and Share with your friends it really helps us out To catch our Excel tutorials as they come out, subscribe to this channel by clicking- goo.gl/t7VrWZThanks!*DISCLAIMER- This video description contains affiliate links, which means that if you click on one of the product links, I'll receive a small commission. As an Amazon Associate I earn from qualifying purchases. This helps support the channel and allows us to continue to make tutorials like this. Thank you for your support!#ExcelTutorial #YAcostaTutorials v_url: //youtu.be/ZRDcL5OXIYE i_thumbnail: //i.ytimg.com/vi/ZRDcL5OXIYE/default.jpg i_thumbnail_1x1: //i.ytimg.com/vi/ZRDcL5OXIYE/default.jpg i_thumbnail_4x3: //i.ytimg.com/vi/ZRDcL5OXIYE/mqdefault.jpg i_thumbnail_16x9: //i.ytimg.com/vi/ZRDcL5OXIYE/sddefault.jpg v_upload_date: 3-25-2019 v_length_minutes: 5 v_length_seconds: 59 v_view_count: 130299 callout_text: - t_headline: 1. How to Make a Schedule on Excel Enter Worker Name and Date t_text: First, the user should open up a new Microsoft Excel spreadsheet. The vertical X-Axis represents employees, while the horizontal Y-Axis represents work days. The manager will fill in the shift or time under the Y-Axis work days.

To speed up the process, users can right click the bottom right corner of the cell with the date on it. Next, they can push down on the left mouse button and drag over any nearby cells. This will generate a normal series of dates (July 1, July 2, July 3, etc.) In doing so, the manager does not have to put in each date manually, saving a lot of time and energy. p_headline_type: h3 image: i_image: t_description: v_attribution: v_license: callout_text: - t_title: Fast Facts on Shift Work in the U.S. t_text: - t_headline: 2. How to Make a Schedule on Excel Create Shifts t_text: Next, the user can put in the hours the employee needs to work. This will go under the work days (Y-Axis) that corresponds with that employee's name. For example, on July 12, 2021, Jan Smith will work from 8 a.m.-12 p.m.

Underneath the row that includes the employee's name and working times, there should be an extra row to divide one employee from the next. On this blank row, the user should input the employee's role underneath the date of work. This will provide an audit trail to maintain compliance and perform labor cost analysis. It will also prepare the employee for work.

This step is even more critical if employees have different roles at the restaurant. For example, a server may also work as a hostess, depending on business needs. To prepare adequately for work, the server/hostess should know what the required role is for that particular day. p_headline_type: h3 image: i_image: 2-how-to-make-a-schedule-on-excel-create-shifts-1621370553-6845.png t_description: //pixabay.com/photos/business-man-laptop-work-outdoor-2452805/ v_attribution: //pixabay.com/photos/business-man-laptop-work-outdoor-2452805/ v_license: Creative Commons Zero callout_text: - t_headline: 3. How to Make a Schedule on Excel Customize the Schedule t_text: This Excel schedule is a very basic and functional template that is effective for smaller restaurants with fewer team members. However, restaurant managers may need to customize the template further, depending on business needs. For example, they may want to bold employee names, use color-coding to distinguish between team members, or change the cell size to emphasize certain rows/names.

Managers can also download free Excel templates with additional features. One option is the free Employee Schedule Template that shows a weekly shift schedule. It includes formulas to take inputted data and calculate/forecast labor costs.

Another option is the Bi-Weekly Work Schedule Template. This template allows employees to see work schedules two weeks ahead of time so they can plan ahead. Users can divide days into hourly segments and can customize the template further to alter dates or adjust times.

Another Excel Microsoft schedule template that enables further customization is the Employee Shift Schedule Template. This Excel template allows employees to view daily shifts for every worker. Each shift is broken into hourly segments, and users can assign specific tasks or areas of the restaurant. The layout of these schedule templates are easy for workers to read and intuitive for users to navigate.

There are numerous other options to choose from. Examples include the Work Rotation Schedule, 5-Day Work Schedule Template, or Monday-Saturday Weekly Work Schedule Template. Employers can perform research or use trial and error to find one that works best for them. p_headline_type: h3 image: i_image: t_description: v_attribution: v_license: callout_text: - t_title: Common Scheduling Bottlenecks to Avoid t_text: Waiting until the last minute to schedule, doublescheduling an employee, putting the wrong people on the wrong jobs, disproportionate shifts, and accidental overtime that increases labor costs. - t_headline: Key Takeaways of How to Make a Schedule on Excel t_text: In conclusion, here are best practices for how to make a weekly schedule on Excel -

p_headline_type: h2 image: i_image: key-takeaways-of-how-to-make-a-schedule-on-excel-1621370553-8685.png t_description: //pixabay.com/photos/employee-restaurant-shanghai-1118183/ v_attribution: //pixabay.com/photos/employee-restaurant-shanghai-1118183/ v_license: Creative Commons Zero callout_text: event_body: json-ld_event: t_name: Employee Scheduling for Restaurant Managers t_description: Attendees will learn how create excellent schedules. The class teaches managers how to estimate the number of employees they need to staff their locations; how to accurately forecast their customer demand; how to quickly and accuaratly write and communicate schedules to employees; and how to evaluate the accuracy and optimization of their schedules to make adjustments. v_start_date: 2022-08-08 i_image: p_location_name: Altametrics Online Webinar Course p_address: webinar.hubworks.com?site=altametrics v_price: 10.00 t_offer_description: Priority Registration v_registration_url: webinar.hubworks.com?site=altametrics ---