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A Comparison of Our Excel Scheduling Spreadsheet Templates
Basic version: This spreadsheet provides the basic capabilities required to assign staff to scheduled time slots in a weekly schedule. It includes the ability to designate certain days and times as unavailable for a specified individual. The basic version allows you to customize the skill categories for your staff and to specify the opening hours for your business on each day of the week.
Planner's version: In addition to the capabilities provided by the Basic version, the Planner's version allows you to establish a plan for the number of resources of each skill type that you require for each hour of each day. As you schedule personnel, you will be provided a clear picture of where you have shortages and where you have assigned too many people. The Planner's version also provides auto-scheduling capability. Having entered your plan into the spreadsheet, the auto-scheduling capability can automatically assign staff to time-slots, providing an excellent starting point for your plan, which you may then refine manually to meet your needs.
Call Center version: The Call Center version of the spreadsheet expands upon the capabilities of the Planner's version, by supporting staffing plans in a call center environment where staffing needs are based upon projected call volumes. The call center version of the scheduling spreadsheet allows you to enter daily projected call volumes and to derive a weekly staffing plan directly from these numbers. The spreadsheet incorporates support for staffing based on hourly call rates, target call answer times, required service levels and staff shrinkage using the Erlang-C algorithm. It also allows for manual adjustments to the output of these calculations so that the results can be fine tuned.
Retailer's version: The Retailer's version of the spreadsheet expands upon the capabilities of the Planner's version, by explicitly recognizing that staffing plans in a retail environment are frequently based upon projected sales volumes. The retailer’s version of the scheduling spreadsheet allows you to enter daily projected sales figures and to derive a weekly staffing plan directly from these numbers. So, for example, if you were scheduling staff for a restaurant, you could enter your sales projections for each day of the week and the spreadsheet would determine the number of personnel of each skill type (cook, cashier, wait staff etc.) that would be required for each hour of each day of the week. The relationship between the sales projections and the staffing requirements can be configured to meet the specifics of your business.
These templates will not work with Excel 2003 or earlier nor on any version of Excel for Mac.
Feature |
Basic Version |
Planner's Version |
Call Center Version |
Retailer's Version |
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One time payment - no monthly fees | $29.99 | $34.99 | $39.99 | $39.99 |
Define operating hours on a per day basis |
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Define and specify roles (skills) for your organization |
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Define the names of your employees |
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Make assignments of individuals to specific time slots in the schedule |
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Capture availability of individual staff members and validate assignments against availability |
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Display a summary of staffing assignments by skill level |
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Review cost summary based on proposed staffing assignments |
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Save the proposed schedule for publication to the web |
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Document staffing needs to establish a plan |
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Auto schedule staff based on availability and staffing established in the plan |
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Review staffing needs summary |
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Define the weekly sales forecast as a basis for staffing needs |
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Define projected call volumes as a basis for staffing needs |
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Use Erlang-C as the basis for establishing a staffing plan |