Automated Operations Shift Scheduler
Budget: $30 – $250 USD
Project: Automated CT Department Scheduling Workbook
Overview: I manage a CT department and need an efficient Excel workbook to manage biweekly schedules, track PTO, and assign daily roles—all in a calendar-style layout. I want to automate as much as possible to save time.
Key Features Needed:
1. Calendar View (Monthly)
Traditional calendar format (Sun–Sat) with visible day numbers (enlarged & color-background)
Staff shifts shown in individual cells, ordered by start time
Open shifts highlighted yellow
Text left-aligned, clean layout (no grid lines inside boxes)
Support for multiple future months
2. Biweekly Assignment Tabs
Separate tabs per pay period (next is June 8–21)
Assign staff to roles using only color (no text labels):
Red = ED (2/day, never assign Jimmy; if he's working, he becomes Lead)
Green = Procedures (1/day)
Blue = Toshiba (1/day, only after other roles filled)
Gray = Night shift (no role assignment)
No one starting after 10am should be assigned Toshiba/Procedures unless it’s the weekend
3. PTO Integration
PTO entered on a dedicated sheet
Once approved:
The employee’s shift becomes an open shift (yellow)
Assignment tabs reflect this as well
Picked-up shifts turn blue and stay filled, even if duplicate PTO is entered
Ability to show PTO initials at the top of the day on the calendar
4. Staff Management
Master list of staff with names, shift times, start hours
Easy to update for new hires or departures
Changes should reflect in future schedules automatically
Format:
Excel (.xlsx)
Printable views would be a plus
Overview: I manage a CT department and need an efficient Excel workbook to manage biweekly schedules, track PTO, and assign daily roles—all in a calendar-style layout. I want to automate as much as possible to save time.
Key Features Needed:
1. Calendar View (Monthly)
Traditional calendar format (Sun–Sat) with visible day numbers (enlarged & color-background)
Staff shifts shown in individual cells, ordered by start time
Open shifts highlighted yellow
Text left-aligned, clean layout (no grid lines inside boxes)
Support for multiple future months
2. Biweekly Assignment Tabs
Separate tabs per pay period (next is June 8–21)
Assign staff to roles using only color (no text labels):
Red = ED (2/day, never assign Jimmy; if he's working, he becomes Lead)
Green = Procedures (1/day)
Blue = Toshiba (1/day, only after other roles filled)
Gray = Night shift (no role assignment)
No one starting after 10am should be assigned Toshiba/Procedures unless it’s the weekend
3. PTO Integration
PTO entered on a dedicated sheet
Once approved:
The employee’s shift becomes an open shift (yellow)
Assignment tabs reflect this as well
Picked-up shifts turn blue and stay filled, even if duplicate PTO is entered
Ability to show PTO initials at the top of the day on the calendar
4. Staff Management
Master list of staff with names, shift times, start hours
Easy to update for new hires or departures
Changes should reflect in future schedules automatically
Format:
Excel (.xlsx)
Printable views would be a plus