Free excel employee work schedule template how to#

On the Time Off worksheet, each time off item appears as a row with 11 columns. Here are details about the columns and how to use them.Įnter the email address of the team DateĮnter a time-off reason from the list of time-off reasons that are available in Shifts settings for your team. If you choose not to share, you can share the shift after it's imported using the Share with team option in Shifts. Option to share the shift with the team as soon as the info is imported. Use our new system to request items to be delivered to our store. Notes for team members about this specific shift.Įnter text, numbers, and/or special characters. On the Shifts worksheet, each shift appears as a row with 12 columns. Here are details about the columns and how to use them.Įnter the email address of the team group to which the team member belongs.Įnter text, numbers, and/or special characters.Įnter text, numbers, and/or special characters. Required columns are marked as bold in each worksheet and can't be empty. Otherwise, you'll get errors when you import the file. You can't remove or change the order of the columns in the worksheets. Otherwise, create your own Excel workbook using the structure described in the Shifts, Time Off, Open Shifts, and Day Notes worksheets. Members: A read-only list of the people on your team for which you can assign shifts.

Shifts, Time Off, and Open Shifts: For adding shifts, time off, and open shifts.ĭay Notes: For entering notes that correspond to a particular day. Instructions: Guidance for how to enter your schedule info. You can use our sample workbook to help you put your schedule in Excel. Our sample workbook contains the following worksheets: When you're done fixing the errors, save the file, and then import it to Shifts again. To fix the error, change the shift start or end date. In this example, the shift is longer than 24 hours. The error locations are highlighted in red. Go to the Shifts, Open shifts, or Time off worksheet and fix the errors.

Open the file and go to the Errors worksheet. Each row shows the location of an error and what needs to be corrected. The file is saved to the Downloads folder on your computer with the following name: TEAM_- error.

Free excel employee work schedule template download#

Select Download file to download the Excel error file. However, shifts and open shifts longer than 24 hours aren't supported. You can schedule time off that's longer than 24 hours. If you need to import more items, create another file. Your schedule info is imported and displayed in your Shifts calendar.Īn “Import with errors” message, along with a link to an error file that you can use to help fix the errors.Ī single Excel file supports a maximum of 30,000 schedule entities, 10,000 of each entity (shifts, open shifts, and time off). When the import process is completed, you'll see one of the following messages:Īn “Import successful” message. Select Upload file, navigate to where you saved your Excel workbook, and then select Open. Read the instructions in the sample workbook or see the Excel sample workbook section of this article for details on how to add your schedule info.Īfter you add your schedule info, you’re ready to import it to Shifts. If needed, select the Download sample link to get the sample Excel workbook. In Shifts web or desktop, go to More options in the upper-right corner, and then select Import schedule. If you use the sample workbook, make sure you delete the sample data before you upload the file.

You can either create a new file based on the sample workbook or you can add your schedule info directly in it. Shifts includes an Excel sample workbook that you can use to enter your schedule info. If you disabled open shifts in Shifts settings, or if you don't have permissions to add groups to Shifts, you won't be able to add open shifts or organize shifts by groups through an Excel import.įirst, you enter your schedule info in an Excel workbook, and then you import the workbook to Shifts. Editing or deleting schedule info that already exists in Shifts isn’t possible through an Excel import. An Excel import enables you to add schedule info like shifts, time off, and open shifts.