Staff Roster / Scheduling Template Development

Posted 2 days ago

Worldwide

Summary

I am looking for someone to develop an Excel-based ( open to other options ) staff scheduling/roster template to manage a weekly roster for approximately 50 staff members and reduce the amount of manual data entry and checking required. Requirements Weekly roster The roster will run from Monday to Sunday. The system should provide a clear weekly overview of all staff and their assigned positions. Multiple positions There are approximately 10 different positions. Staff rotate between positions, generally changing positions every 2 weeks. Staff skill levels Each staff member has different skills and can only be allocated to positions they are qualified/competent to perform. The system should automatically prevent a staff member from being assigned to a position if they do not have the required skill level. Automatic duplicate checking Once a staff member has been allocated to a position for a particular day, they cannot be allocated to another position on the same day. The system should automatically identify and prevent duplicate allocations. Leave / availability Staff who are on leave or unavailable for the week will be marked accordingly. Only available staff should be selectable for roster allocation. Ideally, unavailable staff should be clearly highlighted or crossed out. Daily staffing availability We need to see the total number of available staff for each day. This will allow us to quickly determine whether we have enough staff available to cover the required positions. Different staffing requirements for each position Each position may require a different number of staff per day. For example, Position A may require 5 people every day and Position C requires 3. The system needs to check that the people assigned to each position have the required skills and that the required number of staff has been allocated. What I am looking for I would like to know whether this can be developed using Microsoft Excel, either from scratch or by modifying an existing roster/scheduling template. Ideally, the finished spreadsheet would use drop-down menus, formulas, conditional formatting and/or automation to minimise manual data entry and automatically flag issues such as: Unqualified staff assigned to a position Duplicate staff allocations Staff assigned while on leave Positions that do not have enough staff Staff availability shortages Incorrect or incomplete rosters The goal is to create a simple, user-friendly and largely automated weekly roster system that can be reused every week. Please let me know if you have experience developing Excel staff rosters, workforce scheduling systems or automated Excel templates, and provide examples of similar work if available. It would also be helpful if you could recommend the best approach and advise whether Excel alone is sufficient or whether another platform/software would be more suitable for this requirement.

  • Less than 30 hrs/week
    Hourly
  • < 1 month
    Duration
  • Intermediate
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
HTML5
Microsoft Excel
Nice-to-have skills
HTML
PHP
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:2 days ago
  • Interviewing:
    24
  • Invites sent:
    30
  • Unanswered invites:
    5
About the client
Member since Jul 7, 2019
  • Australia
    Castle Hill10:08 PM
  • $2.8K total spent
    4 hires, 3 active
  • 74 hours
  • Mid-sized company (10-99 people)

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