A shift roster can include the name of the employee, the date, the start and end time of the shift, the type of shift (e.g. morning, afternoon, night), and any notes or comments (e.g. overtime, training).

Yes, you can use Excel to create a visual representation of the shift roster with charts or graphs. For example, you can create a Gantt chart to show the duration and overlap of shifts or a pie chart to show the distribution of shifts by type.


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So, we have shown you the step-by-step procedure for creating a shift roster 247 with Excel automation. This roster can be useful if you want to manage employee shifts. We hope you find the content of this article useful. If there are any questions, feel free to mention them in the comment box.

Simply follow this simple rotation schedule template guide to easily create an employee shift schedule that can be reused over and over. Alternatively, download a free shift roster Excel template, or even better, consider simplifying the entire process and saving time and money with security guard scheduling software:

My question is we have another spreadsheet that we fill out from this to inform the shift leader of the staff rostered on each particular shift for each day, Currently someone is manually going through the roster and filling this out with a pen. Problem is this introduces more chances for mistakes to be made. I want to get excel to fill in this other spreadsheet automatically populating the staff for each shift.

Constraints you can apply when allocating staff include the maximum hours a staff member can work within the roster period, the maximum continuous work hours, the minimum break between shifts, and the maximum number of days in a row that can be worked. You can also set a Yes or No work status to define a must work or must not work requirement. Your roster is printed using standard Excel commands or using the Format Print function to build a compact and easy to read roster schedule table. The Next Roster function allows you to roll roster details into the next roster period to quickly build consecutive rosters.

You can add or delete Shifts and Staff by selecting the required staff row or shift column to delete or the required insert row/column to add and then clicking the applicable Add Shift, Delete Shift, Add Staff, or Delete Staff button. The first staff row and the first 5 shifts can not be deleted. When you Add you will be asked how many shifts or staff to add, this is in addition to existing shifts and staff. When you select a cell within the roster matrix staff are added above it and shifts to the left. If there is no selection in the roster matrix staff are added to the top and shifts at the end of the roster matrix. The maximum number of shifts is 150.

In the blue cells of the first shift column input the Start Date/Time, the Length and the Shift Requirement (i.e the number of staff required to work this shift) for the first shift. The Start Time is in 24 hour format (hh:mm), the shift Length is in hours decimal format (1.5 is one and a half hours). Initial formula set the following shift details to follow on from the first shift with the same Length and Shift Requirement. If your shifts are not continuous or vary you can adjust the details in the yellow cells for each individual shift. Shifts should be set up in their Start order. Input a Title for your roster in the blue cell above the shift columns.

You can set a Yes or No work requirement by inputting a "Y" or "N" to mark a matrix cell before you Build Roster. For example if your first staff member cannot work your first shift input a "N" in the cell where the first staff row and the first shift column intersect (D24). If the first staff must work the first shift input a "Y". Marked cells only operate for 1 Build Roster and are then cleared to allow a new roster.

Maximum number of Hours staff members can work during the roster period. You can use Maximum hours to distribute shifts between staff. For example if you have 4 shifts of 8 hours with a shift requirement of 1 and 4 staff when you set Maximum Hours to 8 Build Roster will attempt to allocate 1 shift to each staff member. If there is no maximum then input a number greater than the total roster period.

After you have added the required details for your roster period click Build Roster to identify a staff/shift allocation that meets your requirements. Staff members required to work a shift will be identified with "YES" in the shift column. Requirements that cannot be fulfilled are shaded tan. Program status is displayed at bottom of the window. To Exit Build Roster before it is complete press the Esc (escape) key. If you Exit in this way you should then Clear Roster to clear roster calculations. Build duration depends on roster complexity and the random process applied, the range is usually 1 to 10 minutes. Build Attempts is the number of times a solve will be attempted within one build roster, default value is 5. Complex rosters require more build attempts. Regardless of the build attempts setting the Build Roster will end as soon as a solution is found. Reset Roster removes all added shifts and staff and resets the roster to initial default values.

You can Print your roster using the standard Excel commands to print sections of the Input Sheet as displayed. To set the print area from the Excel Toolbar go View, Page Break Preview or use File, Print Area, Set Print Area. Format Print transfers Staff and Shift details to the Format Print sheet. Format Print builds a table with Staff Names in the rows and Day Names in the columns 7 columns wide (1 week). The title of each shift a staff member is to work is displayed in the Staff/Day matrix. The Format Print sheet is only updated with the current roster details when the Format Print command button is used. The Format Print sheet is not protected and all formatting can be adjusted as required. You can also copy and save the Format Print sheet in a new Excel workbook. To do this open a new workbook, highlight and copy the required area on the Format Print sheet, and then paste to the new workbook.

Next Roster allows you to roll your roster details into the next period. It applies current last shift details as input for the next roster period except cumulative hours worked which are reset to 0, maintains existing staff and shift inputs, and clears shift allocations. Start Date and Time of the first shift are set as the end of the last shift in the current roster. This allows you to build a roster for the next period considering the current roster.

Show Detail displays any roster Initiation set by the Next Roster function and the Calculation Rows for each staff line. Examining the these details will assist understanding of roster formulation. Hide Details hides Initiation and Calculation details. To clear the Initiation settings use Clear Next, this only clears the Next Roster function Initiation settings on the Input sheet not the staff or shift details.

Of course, it could happen that the month starts not on Sunday or Monday. i.e: for the month A, in August it starts on July Tuesday 26th, but the shifts that are Sunday-Monday, on that first week of the month they worked from Tuesday 26th to Thursday 28th and starts a new roster on Monday 1st August.

When using excel roster templates, there are certain pieces of information that need to be included for all staff members to ensure accuracy and efficiency. The most important piece of information needed is the names of each individual involved. Optionally you may also include contact details such as:

A staff roster excel template can be a useful tool for managing shift schedules and tracking staff availability, but it does have some limitations. First, Excel is designed for data entry and manipulation rather than scheduling tasks. This means that the roster template might not always display the most up-to-date information on which employees are scheduled to work when. Additionally, Excel roster templates lack features such as automatic notifications or alerts in case of shift roster changes or cancelled. 2351a5e196

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