Alternatively, you can enter the source manually. This will now be used as a source for your drop-down menu and will be shown the respective dialog field with the formula, which could look something like this: =$C$35:$C$42. With your mouse, mark your employee list.Now, click on the button next to the dialogue box “ source.”.Remove the tick at “ ignore blank” but keep the tick for “in-cell dropdown.”.Under “settings,” select “ list” in the “allow” drop-down.

Click on the “ validation” button in the menu ribbon under “data” and a context menu will open.Now click on any empty cell in the work schedule.Note that the sequence will be mirrored in the drop-down menu. Write out the names of your employees under the “employee list” column.Should you need more employees than the number included (7), then you must amend the drop-down menu. In this way you can also change the names of the sample employees with those in your company. When you change the names in the list, the names in the drop-down menu will adapt accordingly. In this way, you don’t have to manually type in the employee names for the shift each time.Įvery drop-down menu is linked to the employee list in the lower end of the template. Click on it, open the drop-down menu, and select the employees assigned to the shift. Click on the name in the weekly plan and you’ll notice that next to each cell is a small arrow. Or you can follow the following steps.Īs you can see, some sample names have already been entered in the work schedule template. If you do have to make changes, then you should make yourself familiar with the COUNTIF function or the “if then” function in Excel. Only then can the calculation module correctly calculate the shifts, weekly hours, and wages. We recommend, however, that you keep the column segmentation as it is. Of course, it’s up to you to adjust the layout of the work schedule template. The right side of the template offers plenty of white space: for example, for additional notes or to loosen up the work schedule with additional columns. Different fonts and font sizes can also complement this. Use the “fill colour” button in the “start” menu to clearly define layers and tables from one another. However, if the work schedule isn’t to your liking aesthetically, then you can easily adapt it – for example by changing the column width. The downloadable Excel template fulfils all requirements of a professional work schedule: It’s limited to the most important information and is designed in a clear and appealing way.

Staff rota spreadsheet