Monthly Excel Staff Roster and Shift Planner
Create a monthly employee schedule for up to 40 staff in Excel. Change the month and year with built-in controls while the calendar adjusts automatically for leap years and different month lengths.
Watch this video for more details and a full walkthrough!
Key Features
📅 Dynamic Monthly Calendar (Auto-Adjusts for 28, 30, 31 Days)
Change month/year with spin buttons; automatically adjusts for leap years and varying month lengths. Ideal for healthcare, retail, hospitality, and small businesses.
🔤 Customizable Shift Codes (with Auto Hour Calculation)
Plan rotating shifts such as Morning (A), Afternoon (P), and Night (N).
Examples:
• A = Morning Shift (8 hrs)
• N = Night Shift (10 hrs)
✔ Fully editable codes (e.g., D for Day, E for Evening).
✔ Auto-calculates total working hours per employee for payroll accuracy.
👥 Employee Team Allocation (with FTE & Headcount Tracking)
Assign employees to up to 4 teams or grades for better workforce organization.
Examples: OPS = Operations, HR = Human Resources, MGT = Management, SALES = Sales
✔ Automatically calculate Full-Time Equivalents (FTE).
✔ Track headcount per team and per shift in real time.
🎨 Color-Coded Non-Productive Shifts (Customizable)
Manage leave types with customizable codes and colors: AL = Annual Leave, ML = Maternity Leave, LSL = Long Service Leave.
✔ Template automatically calculates non-productive hours and updates payroll totals.
🏖️ Weekend & Public Holiday Highlighting
Automatically highlights weekends and public holidays for better planning.
⏱️ Shift Count & Skill Mix Tracking
Monitor AM, PM, and Night shifts and track headcounts per shift to maintain skill balance.
📊 Staff Summary Dashboard
✔ Total night shifts per employee
✔ Total hours worked
✔ Leave type breakdown
🔄 Macro Features
Includes Duplicate and Clear buttons for faster editing.
✔ One-click reset for a fresh monthly schedule.
✅ Supports Up to 40 Employees
Looking for an Exact 4-Week View?
This monthly template auto-adjusts for 28, 30, and 31-day months.
If you need a 4-week schedule that can start any day, check out our 4-Week Employee Schedule Template.
Professional 4-Week Excel Roster Template – Rotating Shift Planner for Staff Management
What You’ll Receive
- Excel file (.xlsm)
- Monthly calendar view
- Built-in shift and FTE calculations
- Editable layout and shift codes
- Print-ready format
- Instant digital download
Perfect For
- Healthcare workforce planners
- Hospitality and retail managers
- HR professionals managing rotating shifts
- Small businesses needing flexible Excel staff scheduling
FAQ
Q: Does it work on Mac and Windows?
Absolutely.
