Employee Schedule Templates: Google Sheets and Excel vs. Homebase

The best way to create a schedule is to use an employee schedule template in Google Sheets or Excel, now there’s a better way. free Employee Schedule Software like Homebase makes it easy to create a polished, detailed work schedule and instantly share it with your team.

Let’s take a look at the advantages of homebase versus scheduling using employee scheduling templates in Google Sheets or Excel.

1. How to use shift schedule templates in Google Sheets or Excel

Using modern scheduling software is the easiest and fastest way to schedule employee shifts. But if you still prefer to create your schedule with old-school spreadsheets, here’s the best way to do it with templates.

Creating an employee shift schedule with Google Sheets

First, to create an employee shift schedule Google Sheets:

  1. go”Google Drive
  2. Click “New,” hover over the arrow next to “Google Sheets,” and select “From a Template.”
  3. On the next page, in the template gallery, choose “Employee Shift Schedule”.
  4. Now, it’s time to customize. Google’s template includes a monthly overview as well as a weekly schedule.
  5. Customize your color scheme and, if you wish, add your logo. This will make your schedule look more professional and will only take a few minutes.
  6. Create your schedule.

Creating employee shift schedules with Excel

Here’s how to create an employee shift schedule in Excel:

  1. Go to “File” and then “New from Template”.
  2. In the search box in the upper right corner of the “Template Gallery”, search for “Schedule”.
  3. Scroll down and you will see a template called “Weekly Employee Shift Schedule”.
  4. Double click on the template and a new spreadsheet will open with this template.
  5. Customize your template — highlight cells and change background colors to match your business branding.
  6. Add your logo. Go to “Insert” and “Image”. This is a quick step that will add some customization.
  7. Add your staff names and create your schedule.

Remember, you’ll need to repeat those steps every time you want to create a new schedule Sounds like a lot of manual work, right? Let’s look at a simple method that will save you a lot of time in the long run — using Homebase to schedule your shifts.

How to use Homebase to automatically generate your employee schedules

Using Homebase is the easiest way to create a work schedule – certainly better than a manual Shift schedule The template. In just a few steps, you’ll be ready to set up and share your schedule. best of all, It’s free!

Here’s how you can automate your employee scheduling with Homebase:

  1. First, create the employee role. Click on “Schedule” and then “Categories/Role” in the main menu. From there click on “Add New Department” green button.
  2. Type in the box to create a new role or scroll down to select old ones Then, name the category as you like.
  3. Now, to set up your employee auto-scheduling rules. Click the “Team” tab in the main menu to pull up your staff list. Click on any employee to open their profile.
  4. Find “Auto-Schedule Rules” at the bottom of the “Job Description” page. Assign employees their maximum weekly hours, seniority and role.
  5. If you know the availability of your team members, you can go ahead and set. Go to the “Schedule” tab again and this time, click on “Team Availability”.
  6. You will see a table where rows are employees and columns are days of the week Each box is a possible transfer. Click a box and select “Unavailable” to indicate that an employee cannot work it.
  7. You’re ready to create some weekly schedule templates. Inside the “Schedule” tab, select a week.
  8. At the top of the table, there is a row called “Open Shift”. Click a box in that row to add the roles you need for that shift
  9. Go to “Tools” at the top of the “Schedule” page and select “Templates” from the drop-down menu. Name your weekly schedule template and press “Create”.
  10. Now we get to the good bit! Go to the week you want to automate and once again go to “Templates” in the “Tools” drop-down menu. Choose the template you want to work with and press “Apply”.
  11. Do you see the wand icon in the “Open Shift” box? Click on it, and – Presto – You have your schedule ready to go.
  12. Make any changes you need and hit the “Publish” button.

And that’s it! All the schedules you need are set up and ready for a few weeks.

Why Switch from Google Sheets and Excel to Homebase

If you’ve been using Google Sheets or Excel, switching to an app like Homebase can seem daunting. Learning something new takes time.

But scheduling apps like Homebase were built with small business owners like you in mind They’re intuitive enough to learn onboard quickly and with minimal guidance, so teething won’t be a problem.

Once you make that leap, scheduling with Homebase offers nothing more than the convenience of using traditional spreadsheets. One of our customers even said he couldn’t go back to a call-and-paper schedule after starting with Homebase because it freed up hours in his week.

“I can never go back to managing on paper. It will take a few hours a day.”

-Troy, General Manager, Carefree Boats

Here are some specific ways Homebase can help with employee scheduling:

1. Save time on repetitive tasks

No business owner wants to pour all their working hours into a spreadsheet. Homebase lets you automate repetitive tasks, but also gives you the flexibility to quickly change your schedule to accommodate your business needs. This leaves you more time for big-picture activities like sales strategies and advertising campaigns.

2. Avoid unnecessary expenses

Homebase helps you cut costs in ways that regular spreadsheets can’t:

  • When an employee is about to work overtime, you will receive a notification to alert you.
  • You don’t have to pay someone else to create a weekly work schedule for you (Or cover your shifts so you have time to make your own).
  • The Homebase app goes off schedule and Helps you monitor sales and labor costs To reveal where else you can save money.

3. Fine-tune your employees’ schedules with no extra effort

Viewing a Google Sheets spreadsheet in detail takes a lot of concentration With Homebase, all the information you need about your business operations is provided clearly and intuitively. You can easily factor in employee availability, seniority and roles — and keep accurate track of how many hours your employees work.

4. Increase communication

Unlike Google Sheets and Excel, dedicated scheduling apps are also excellent Team communication Tools Homebase lets you publish your schedule to the app so employees can view it on the go, even on their mobile devices.

You can quickly notify employees of any schedule changes, especially last-minute ones. The Homebase app always shows updates in real-time, so no one has to wait for messages.

5 Access to additional features and integrations

There’s no need to stop with schedule templates. Homebase offers a variety of other free features that tie into scheduling, such as Timesheet And time clock. The platform can also integrate With other software you use to run your business, such as POS platforms, payroll software, job boards and general business tools.

Get started with Homebase for free

Gone are the days of painstakingly filling in Excel schedule templates, box after box. Now you can download powerful, user-friendly apps like Homebase to manage your entire scheduling process.

That’s not to say that Google Docs and Microsoft Excel don’t serve a purpose. But their effectiveness in managing a fast-paced, small but growing business is rather limited. Homebase offers a full range of features to help you schedule, such as workflow automation, granular configuration, and specialized templates. Once you start using it, you’ll wonder how you ever coped without it.

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