Creating the perfect employee schedule calendar might seem like a pretty big task. But with the right tools, it can be a simple process.
An employee schedule calendar template is one of the tools that can help you easily create a monthly or weekly work schedule. Using a pre-existing template can simplify the task of scheduling so that you can use the time you saved for other important tasks. Because what business owner couldn’t use a few extra hours a week?
We’ll look at some of the most common types of employee schedules and share the six-step process to create an employee schedule calendar. Read on to learn about employee schedule calendars and how scheduling apps can streamline your scheduling process.
What’s an employee schedule?
An employee schedule, or work schedule, outlines the days and hours when each employee is working. It includes start and end times, days off, and vacation time. Employees’ work schedules will impact their payments, benefits, responsibilities, and labor law requirements.
Using some form of employee schedule calendar is essential to keep your employees informed about their work schedule.
Types of employee schedule calendars
When choosing what kind of employee schedule calendar to use, think about your business structure and the hours your employees typically work. Does your business have set hours, shifting hours, or operate 24 hours per day? Do you run a 9/80 schedule, 4/10 schedule, rotating schedule, or another kind of schedule? How do your employees track their weekly, daily, or monthly hours?
The answers to these questions will help you decide what type of schedule calendar will be most effective for your business’s needs.
Restaurants, hospitals, factories, hotels, and other businesses in similar industries often use a shift schedule. This gives you the flexibility to move employees from different teams or stations day-to-day while still being transparent to your employees. Usually, the shift schedules run weekly and can be planned out monthly to allow your employees to schedule their off-the-clock obligations.
A monthly schedule is a great way to give your employees as much notice as possible so they can plan their life outside of work. It gives you a clear look into the future with an eye for paid time off, vacation time, and any other upcoming out-of-work days for team members. It can also help keep you compliant with state and federal overtime laws.
A weekly schedule is typical in businesses that run Monday through Friday. A weekly schedule makes it easy for full-time and part-time employees to track their hours, stay on top of overtime, and change shifts when needed. Because you’re working weekly, you may overschedule your employees over the course of a month, so be sure to stay on top of overtime.
Usually reserved for employees who need to complete specific tasks at predetermined times, daily schedules are helpful for keeping employees on task. While daily schedules can help when it comes to day-to-day planning, the narrow scope makes it difficult to plan ahead in any meaningful way. A daily schedule will almost always need to be supported by a weekly or monthly schedule.
Finding the right employee schedule calendar template for your business
There are pros and cons to the different employee schedule calendars. Finding the right one for your business depends on your unique business needs. Above all else, the right employee schedule calendar for you conveys all the necessary information to your team members.
For example, if you run a retail store and are knee-deep in inventory, you may need daily schedules to let employees know when they should be on cash, customer service, or inventory. But you’ll also need a weekly or monthly schedule to make sure every employee knows which days they should be at work—otherwise, there won’t be anyone around to stick to your daily schedules.
When you find the right employee schedule, you’ll be able to let all of your team members know what’s expected of them in terms of their shifts and responsibilities while at work, saving your time and avoiding needless confusion.
How to create an employee schedule calendar in six steps (with free template)
When you sit down to create your work schedule, there are a few steps and tips that can help you get through the process quickly and efficiently. Using a template can help you further streamline scheduling your employees. Learn the six steps to create an effective schedule and download our customizable employee schedule calendar template.
Step 1: Select the right template for your business
As mentioned above, you need to find the employee schedule calendar template that makes the most sense for your business. A seven-day template isn’t necessary if you’re open five days a week. And if your shifts change weekly, it’ll make more sense to have a monthly schedule template for your calendar.
Consider the information you need in your schedule calendar to share with your employees—day of the week, hours, department/task, employee name, start and finish times, etc. Your calendar template should have areas for all of this information so you can answer all your employees’ questions before they ask them.
Step 2: Gather employee availability
Each week, you should confirm availability with your employees. It’s easy to assume your team will be able to work the same shifts week after week, but life isn’t that simple. Doctors appointments pop up, cars break down, exams happen—there are always factors that come into play to derail what worked perfectly the week before.
So, instead of being taken by surprise, make a point to check in with your employees each week to confirm their availability.
Be sure to consider holidays, as well. You may need to adjust your business hours to accommodate those taking time to be with friends and family.
Step 3: Take into account employee requests
If employees have shared their shift preferences with you, be sure to take that into consideration when you sit down to schedule them. While you might only sometimes be able to accommodate every request, making an effort can go a long way with employee engagement and morale.
Step 4: Fill in your schedule calendar template
Whether you’re using a template, scheduling app, or pen and paper, now’s the time to start assigning shifts. Use the employee availability and preference information available to you, and be sure to keep overtime in mind.
Make sure you have enough team members scheduled for each shift. Your schedule should also be flexible enough to account for any unexpected absences or even no-call, no-shows.
Step 5: Use an accessible format
Now that your employee schedule calendar is ready, make sure it’s easy for your employees to read. It seems like a no-brainer, but if your employees are confused, you may run into more significant issues down the road.
For example, if you’re using an Excel sheet, make sure it’s easy to read and only includes the most necessary information. This is why a schedule in calendar format is preferable—calendars lay out the information in a chronological order that’s easy to understand.
Step 6: Share your schedule calendar with your team and confirm they can access it
Whether you email your schedule, post a physical copy, or share it via a scheduling app, finding a way to deliver your schedule that works for your employees is essential. It’s a good idea to share it digitally and post a physical copy somewhere in your workplace.
Check-in with your team to make sure they’re all able to access the schedule. If they can’t access a link via email, find another way to get the schedule into their hands.
Download our free monthly and weekly employee schedule calendar below to get started on next month’s work schedule.
The downside of manual scheduling
While working with a template can help you save some time when scheduling your employees, manual scheduling has some disadvantages compared to modern scheduling processes.
First and foremost, the time it takes to create manual schedules on paper or in Excel can be better spent on other things. As your business grows and your scheduling needs evolve, scheduling will only become more time-consuming.
When you’re doing everything manually, you’ll need to reconcile employee time sheets against your schedule, taking into account overtime, wages, and whether or not your records comply with state and federal regulations.
Whether dealing with manual schedules or working through the data entry that comes with Excel schedules, you inevitably introduce potential human error into the equation. Human error happens, and it can even occur with scheduling apps and software. But it’s more common with manual scheduling. And that human error opens you up to more serious issues like noncompliance with labor regulations, over- or under-compensation, and even late payments.
How an employee scheduling app can keep your team on track
Luckily, manual scheduling isn’t the only option available to you. With employee scheduling apps and software, you can maintain control over your employee scheduling and automate some repetitive tasks that take up so much of your time.
The right scheduling app can help you:
- Reduce payroll errors
- Reduce labor costs
- Improve your compliance with state and federal labor regulations
- Automate your scheduling processes
- Track your employees’ performance
- Integrate your employee timesheets, scheduling system, and payroll
With Homebase scheduling, you can build schedules, communicate with your team, and keep everyone accountable, all in one place. Team members can pick up and trade shifts, manage their availability, and request time off in the same app where you create your schedules.
With the auto-scheduler, you can create schedules based on your team’s latest availability, sales forecasts, and labor targets in just a few clicks.
Save time with the Homebase scheduling app, built for hourly teams. Get started for free.
Employee scheduling FAQs
Why is effective employee scheduling so important for your business?
Employee scheduling is important for your business because it ensures enough employees are working on any given shift to cover all the necessary roles and responsibilities. A well-planned schedule also helps improve employee morale and reduce the risk of burnout. Effective scheduling can help reduce labor costs, improve employee happiness, and minimize scheduling conflicts.
What are common scheduling mistakes that can cost your business money?
Over-scheduling is one of the most common scheduling mistakes that can cost your business money. When you overschedule a shift, you’ll be paying more employees than you need for a shift.
Unauthorized overtime is another scheduling mistake that can cost you money. When you’re not on top of your scheduling, it’s easy for unauthorized overtime to happen. Overtime can cost you money, and if you’re not careful, it can also lead to noncompliance with state and federal labor regulations.
Is there a more effective way to schedule your employees to save time and money?
The most effective way to schedule your employees is to use a scheduling app. When you create your schedules with Homebase, you’ll save time and money by reducing the work needed to schedule employees and the errors often introduced in manual scheduling.
What are common scheduling challenges all businesses face?
Some of the most common scheduling challenges faced by businesses include:
- Last-minute scheduling changes: Trying to cover their shift can be challenging when an employee becomes sick or has an unexpected emergency.
- Employee availability: Especially when you work with hourly employees, employee availability may vary weekly. It can be difficult to accommodate for the constantly changing employee availability.
- No call, no shows: When an employee doesn’t come in for their shift and doesn’t call to let anyone know they won’t make it in, it can be very challenging to manage. The lack of notice can leave managers and owners scrambling to find coverage for the shift.
Most of these challenges can be mitigated by communicating clearly with employees about the schedule and your scheduling policies. It’s also important to be flexible and ready to work with your employees to solve any scheduling conflicts.
Should I use an employee schedule calendar template?
If you’re committed to manual employee scheduling, using an employee schedule calendar template can help you streamline your scheduling process. You can download our monthly employee schedule calendar template and start planning the perfect schedule for your team.