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Video instructions and help with filling out and completing monthly employee schedule template excel

Instructions and Help about monthly employee schedule template excel

Hello everyone coming up next is a shift planner a ship planner template in Microsoft Excel you know shift planners like employee schedules and stuff like that all that is coming up next hello everyone this is Rick Grantham of small business champion bundle today we're going to walk you through a shift planner or basically an employee schedule now there's a few things you need to be concerned with whenever you're looking for an employee schedule you know first off the ability to highlight or almost color code if you would different than events that are happening in the schedule by that I mean can you color code all vacation time can you color code lunchtime and when people are gonna be on different tasks so it's easily recognizable just by looking at the employee schedule secondly being able to create something to where it all prints off one page so you can easily post that in the in the work area so the template that I'm about to walk you through does all the color coding for you it's already ready for printing and you can put in your own work tasks such as you know whether a person is doing cashier type or or if they're doing front desk you know or whatever the type of work or vacation or lunches that they're doing all of that can be input into the schedule so stay tuned for the next part of the tutorial hello everyone this is Rick Grantham of small business champion bundle welcome back to the template portion tutorial we're gonna walk you through a shift planner or an employee schedule so first off when you first bring up the template you'll be met with this title page we're gonna skip right past the title page assume that you know how to click on links and get the free small business ebook and join our groups and all that sort of stuff let's go right down to the shift planner and give you an idea of what that looks like so first off you can click on the tab at the bottom that says shift planner so as we click on that you'll see that your you are brought up with a shift winner planner it looks very colorful right and the reason being is these are all color coded all color cutter for the type of task that people are doing you could make it you know these don't need that because colorful they are here but you know this is how the default looks one of the things you'll notice is first officer these are segmented by day so there's Sunday Monday and as you scroll down and be all seven days of the week so as we scroll back up what you'll see on the left hand side are the names of the employees and this template in particular is built to fit nine employees or a team of nine employees.

FAQ

I want to create a monthly shift schedule for my office in MS Excel with the help of a VB or formulas in which all the employees have different weekly days off. How can I make a template for that?
You have two sets of DataMonthly shift calendarWeekly off for EmployeesI have taken both data set in separate sheet for better visualisation.  In sheet 1 format data as shown below In Sheet 2 add weekly off details. Use 1 for Monday, 2 for Tuesday and so on.  Now select Cell B2 and type =IF(VLOOKUP(B$1,Sheet2?$A$1:$B$11,2,0)=WEEKDAY($A2),"Off","On") Copy this formula to entire table, do conditional formatting for value "Off" on entire range and you will get below given results.  Congratulation you have successfully prepared monthly shift schedule.  To learn more on simple yet advance use of Excel join Linkedin group "Excel for Engineers"
Which is the best scheduling template in excel for employees?
Please check my website.
How do I make a monthly schedule in Excel?
That probably depends to some extent on what you’re looking to track. I think a good place to start, though, is with the built-in Office templates. Microsoft has some material online that would probably help you quite a bit. The “schedules” section might be the best fit for what you’re looking for, but I’ve linked some others too.Schedules: Schedules - Office.comCalendar Templates: Calendars - Office.comPlanners: Planners and TrackersLogs: Logs - Office.comArticle about Microsoft’s schedule/calendar templates: Excel calendar templates
How can I use Excel to find employee scheduling gaps?
This is a generalized question and cannot be answered even if I write 10 pages.You will have create a basic templated and then you can create a improvment plan besides it.Plot the schedules one besides the others.Find out the current challenges.Schedule a meeting and take the inputs and discuss about the possiable solution.Try to put a plan in place which can help the team members.Monitor the situation over few weeks and work on the improvement planRepeat the same steps until you will reach a comfortable position.Hope that works.
As a business owner, what online/offline templates would you benefit from having (e.g. a template to fill out and send invoices, business plan templates, etc.)?
One awesome highlight of ZipBooks‡ invoice templates is that you can save default settings like your notes and payment terms for your invoices once you nail down the details of what exactly should be on your invoice. Using ZipBooks for your invoice means never sending off an invoice without your own company information on it (oops?). They actually score your invoice based on what information you include and so you'll be able to leverage the data we've collected from tens of thousands of invoices on what things are important to get you paid faster.Here are a couple tips on things that you will get you paid faster and should definitely be included on your invoice:Company logo: This is part of the invoice template that we prfor you. You'll save a company logo under company settings and you'll never have to think about whether your invoice template header looks good again.Notes: Thanking a customer for their business will always make you stand out in a crowd and leverages the psychological principle of reciprocity so that you get paid faster. Lots of studies show that including a thank you note gets you paid faster. I think that would especially be true when someone is getting a big bill for legal services.Invoice payment terms: Another great free feature of ZipBooks invoice templates for legal services (and anyone else who used our invoice templates for that matter) is that when you put terms into an invoice, we automatically detected it and set a due date for you. If you don't set terms, we assume that the invoice will be due in 14 days. This is the due date that we use to drive the late payment reminder and to display the number of days that a invoice has been outstanding in the AR aging report. If you don't want to set the invoice payment terms every time, you can set it up once under Account Preferences in the ZipBooks app. Pretty neat, right?Customer information: This one might seem pretty straightforward but it should always be on the list of "must haves" when thinking about what you should put on your invoice.Detailed description of bill: ZipBooks' invoice template lends itself to the ability to show a detailed account of everything that you have charged since you last sent an invoice. You can do that by manually entering the invoice details or you can use the time tracker to automatically pull in billable activity once you are ready to send the next invoice for your legal services.
How can I fill out dummy transaction data in Excel for users who haven’t deposited money in a specific month? See details for additional information.
Vishal Haria’s answer works for me. However, if you want to automate the process…Let’s assume that up to 12 months are present and you want to ‘add‡ any missing months. No order is implied.I’m also going to assume that your worksheet will contain more than one user and that the data has been sorted by (at least) UserID.I could insert rows as required, or just add rows at the end, but it would make more sense to build an entirely new worksheet. Instead, I’m going to go with Vishal’s method of constructing all rows at Right of the original data. (I might handle this differently if I knew the data was sorted by UserID then Month.Note that the output requires sorting and that the input is deliberately mis-sorted on Month.Option Explicit Dim gotMonth(12) As Boolean Dim thisMonth As Integer Dim firstMonth As Integer Dim lastMonth As Integer Dim xlS As Excel.Worksheet Dim uID As Long Dim last_uID As Long Dim RNin As Long ' row number IN Dim RNout As Long ' OUT Const Col1In = 1 ' first col of data IN Const Col1Out = 7 ' first col of OUT Const Row1 = 3 ' first data row Const SheetNm = "Sheet1" ' whatever Const cOff_uID = 0 Const cOff_Month = 1 Const cOff_Tran = 2 Const cOff_Amount = 3 Const DummyTran = 0 Const DummyAmount = 0 Public Sub addMissingTrans ' Fang thru a sorted list of User transactions. ' Build a new list that includes missing months. ' get ready Set xlS = Sheets(SheetNm) last_uID = -1 lastMonth = 0 firstMonth = 13 RNin = Row1 RNout = Row1 - 1 ' Keep running until UserID is empty. ' SHOULD be checking for rubbish here and in Month Col. ' Oh well uID = xlS.Cells(RNin, Col1In + cOff_uID).Value While uID 0 If uID last_uID Then ' got a noob, write any remnants of last user WriteMissingMonths ' and get ready for new guy ClearMonths last_uID = uID End If ' get the month thisMonth = xlS.Cells(RNin, Col1In + cOff_Month).Value ' remember details of this month RecordMonth ' copy transaction to output RNout = RNout + 1 xlS.Cells(RNout, Col1Out + cOff_uID).Value = uID xlS.Cells(RNout, Col1Out + cOff_Month).Value = thisMonth xlS.Cells(RNout, Col1Out + cOff_Tran).Value = xlS.Cells(RNin, Col1In + cOff_Tran).Value xlS.Cells(RNout, Col1Out + cOff_Amount).Value = xlS.Cells(RNin, Col1In + cOff_Amount).Value ' increment row and grab next value RNin = RNin + 1 ' Gawd I miss ++ uID = xlS.Cells(RNin, Col1In + cOff_uID).Value Wend ' tidy up WriteMissingMonths MsgBox "Done it?" End Sub Private Sub ClearMonths ' set all 12 months false Dim i As Integer For i = 1 To 12 gotMonth(i) = False Next i lastMonth = 0 firstMonth = 13 End Sub Private Sub RecordMonth ' We just got a new month. Let us not forget gotMonth(thisMonth) = True If thisMonth firstMonth Then firstMonth = thisMonth If thisMonth lastMonth Then lastMonth = thisMonth End Sub Private Sub WriteMissingMonths ' bash out any we haven't already done Dim Mnth As Integer For Mnth = firstMonth To lastMonth If Not gotMonth(Mnth) Then RNout = RNout + 1 xlS.Cells(RNout, Col1Out + cOff_uID).Value = last_uID xlS.Cells(RNout, Col1Out + cOff_Month).Value = Mnth xlS.Cells(RNout, Col1Out + cOff_Tran).Value = DummyTran xlS.Cells(RNout, Col1Out + cOff_Amount).Value = DummyAmount End If Next Mnth End Sub