Monthly Work Schedule Template [FREE] (2024)

Monthly Work Schedule Template [FREE] (1)by

Noelle Forseth

Keeping track of employee attendance and creating a monthly work schedule can be a real hassle. If you’re tired of the constant struggle, you need better scheduling practices. That’s where a monthly work schedule template comes in. This free resource can make your life easier by giving you a simple way to organize and track employee schedules.

Using our free monthly work schedule template

Step 1: Enter your staff

First, click on the “Employees” tab and input each person’s name. You’ll also need to provide their hourly pay rate and how many hours they can work before overtime kicks in.

Step 2: Create roles and shift times

Next, enter the start and end times for each shift. Label shift roles using your preferred titles, such as team lead, manager, etc.

Step 3: Build your schedule

Now, you’re ready to plug names into each shift slot. Simply select the appropriate name from the drop down menu and choose the shift you want to assign them to. It’s no more complicated than that.

Our monthly work schedule template is a great tool for planning your shifts, but the When I Work platform is even better. It automates scheduling, saves time, and provides labor insights to maximize your profitability. Start your free trial.

Disadvantages of creating monthly work schedules by hand

If you are still creating monthly work schedules by hand, it’s best that you stop as soon as possible. This approach can be very time-consuming and prone to errors. Here are some common problems you are probably already facing:

  • Losing track of documents: Paper schedules can easily get lost or damaged, making it hard to keep track of who is supposed to work and when.
  • Difficulty sharing the schedule: It’s challenging to share paper schedules with all employees, especially if there are last-minute changes.
  • Manual errors: Handwritten schedules are more likely to have mistakes, such as overlapping shifts or missing info.
  • Time-consuming: Writing out schedules by hand takes a lot of time. Imagine what you could be doing with those precious hours instead.

Hand-written schedules also lack flexibility. Even editing a few details can make your document messy and hard to read. You’ll also have to relay those updates to staff, which brings you back to the information-sharing issue.

The benefits of using a monthly work schedule template

A monthly work schedule template can solve many of the issues mentioned above. Here are some other perks of using a template:

  • Consolidated scheduling information: Templates keep all of your scheduling information in one place. You can readily access it to make changes or share shift assignments.
  • Use formulas to calculate figures: Spreadsheets have built-in formulas for calculating hours worked, which will reduce errors and save you time.
  • Easy to share: You can quickly send out a schedule in “View only” mode via email. This way, everyone knows when they need to be at work.
  • Quick adjustments: Making changes to a digital template is much easier and neater. If you are using a cloud-based storage and sharing method, workers will see your updates in real-time.
  • Time-savings: Using a template can save you hours each week.

Additionally, a monthly work schedule template can help keep your team happy. Researchers report that happy workers are up to 20% more productive. Satisfied team members may also provide better service and get their work done more efficiently.

Or, try employee scheduling software to automate the process and save up to 15 hours per week

Our free monthly work schedule template can save you time and make it much easier to plan shift assignments. However, it’s still not the best way to build monthly schedules.

When I Work is the ideal tool to take your scheduling to the next level. It automates many of the tasks that templates still require you to do manually. This can save you even more time and reduce the chance of errors.

When I Work offers employee scheduling software that provides all sorts of other advantages over spreadsheets. For instance, with When I Work, you can:

Skip the manual spreadsheets

Monthly Work Schedule Template [FREE] (3)

When you use When I Work, you don’t have to worry about keeping up with manual spreadsheets.

When I Work does all the heavy lifting, automatically updating schedules so workers always have the most current version. Additionally, our mobile app lets employees access their schedules from anywhere, reducing the risk of missed shifts.

Thanks to our customizable access control settings, you decide who can edit schedules. This feature makes it easy to share admin access with managers and other business leaders.

Access automated employee scheduling templates based on availability, coverage needs, and more

Monthly Work Schedule Template [FREE] (4)

When I Work offers advanced features that allow you to create schedules based on your company’s unique needs. It has availability tracking to see when employees can come to work. This tracking feature also accounts for approved time-off requests, preventing you from accidentally scheduling someone who is on vacation.

At a glance, you can make sure all shift coverage needs are met. This capability reduces the likelihood of shortages and provides a better customer experience. When you’ve built your ideal schedule, simply turn it into a template and use it every week as a starting point to save time.

Discover real-time labor cost insights and forecasting

Monthly Work Schedule Template [FREE] (5)

When I Work makes it easy to track labor costs and future staffing needs. You can run detailed reports to determine where you are racking up overtime expenses. The reporting tools let you look at specific shifts or the big picture to identify expense trends.

That’s not all, though. Thanks to our forecasting tool, you’ll be able to predict future labor needs, too. This feature is especially valuable for businesses that experience lots of demand fluctuations, like restaurants and retailers.

When I Work is also a full-service payroll solution, so you can also improve your budget management capabilities. You can see your real-time labor costs and maximize profitability.

Get automated scheduling, single-click payroll, an employee time clock, and team messaging all in one place

Monthly Work Schedule Template [FREE] (6)

That’s right—When I Work has loads of tools built in to make you more productive. It features a time clock, automated scheduling, and in-app messaging.

The messaging app offers the perfect channel for sharing scheduling updates and communicating with staff. Workers can use the messaging app to swap shifts, reach other team members, or communicate with their managers.

Once your workers download the app, they can clock in and track their hours electronically. This feature ensures they are compensated fairly.

Thanks to the time clock’s GPS functionality, you can be certain that workers are on-site when they clock in. This feature promotes transparency and prevents people from abusing the digital time clock.

Start When I Work for free to create the monthly work schedule with ease

Monthly work schedule templates, especially free ones, are a great tool for simplifying shift planning. However, When I Work is the superior solution for monthly scheduling. It eliminates the need for manual spreadsheets and provides you with real-time data, forecasting, and additional tools to make your life a whole lot easier.

Sign up for a free 14-day trial of When I Work today.

Monthly Work Schedule Template [FREE] (2024)

FAQs

How to create a monthly work schedule? ›

To create a monthly schedule, brainstorm tasks, categorize and prioritize them, estimate time required, allocate time, and review and adjust the schedule as needed. Use a calendar or planner to block out specific times for each task. Remember to group tasks by category and prioritize based on importance and deadlines.

Does Excel have a work schedule template? ›

You can find a variety of schedule templates in Excel, ranging from monthly schedules, weekday displays, and schedules with notes. There templates are pre-made and formatted, ready for you to add your own information. With so many available schedule templates, how do you know which one is the easiest to use?

How do I create a monthly work schedule in Google Sheets? ›

To create a Google Sheets schedule, open an existing template in Google Sheets, edit the template with your specific schedule information, such as dates, tasks, and durations, and then save or share the modified schedule with your team or stakeholders.

How do I create a monthly work plan? ›

7 Steps of Building a Successful Work Plan
  1. Identify a Goal. Your first step in work planning is to identify the goal — the driving force — of your project. ...
  2. Define SMART Objectives. ...
  3. List Resources and Assign Tasks. ...
  4. Establish a Clear Timeline. ...
  5. Identify Potential Obstacles. ...
  6. Execute the Plan. ...
  7. Track Progress.
Apr 17, 2023

How to create a monthly routine? ›

Embrace a Fresh Start: Setting Up Your Planner for the New Month
  1. Step 1: Reflect on the Past Month. ...
  2. Step 2: Outline Your Goals. ...
  3. Step 3: Plan Important Dates and Events. ...
  4. Step 4: Create a Monthly Calendar View. ...
  5. Step 5: Break Down Tasks Weekly. ...
  6. Step 6: Incorporate Habit Trackers. ...
  7. Step 7: Add Inspiring Quotes and Visuals.
Jan 30, 2024

Can Excel generate a schedule? ›

Excel allows you to make easy-to-use work schedules that you can quickly share with your team.

How do I Create a work calendar in Excel? ›

On the File menu, click New from Template. On the rightmost side, in the Search All Templates search box, type Calendar. Pick a calendar template you want and click Create. You can easily apply your own look to a calendar.

How do I Create a schedule dashboard in Excel? ›

6 Steps to Create a Dashboard in Excel
  1. Step 1: Pull your raw data into Excel. If your data already exists in an Excel spreadsheet, go ahead and skip this step. ...
  2. Step 2: Set up a structure for your workbook. ...
  3. Step 3: Create a table. ...
  4. Step 4: Visualize your data. ...
  5. Step 5: Create a Pivot Table. ...
  6. Step 6: Assemble your Dashboard.
Nov 21, 2022

How do I make a monthly schedule in Google Docs? ›

How to build a calendar in Google Docs
  1. Open a new document. To get started, open a brand new Google Doc. ...
  2. Add a table. Next, add a table to make your calendar squares. ...
  3. Include your dates. Complete your calendar by adding in your dates: ...
  4. Make it your own.
May 15, 2023

How do I create a monthly calendar in a spreadsheet? ›

How to Create a Calendar Using Templates
  1. Step 1: Open Google Sheets. Open Google Sheets and create a new blank spreadsheet. ...
  2. Step 2: Access File Tab, Click on New, and Select From Template Gallery. ...
  3. Step 3: Select Annual Calendar. ...
  4. Step 4: Customize the Calendar.
Aug 1, 2024

Does Google have an employee scheduling tool? ›

You can create an employee schedule in Google Calendar by sharing a calendar with your employees and adding events as shifts. Start by creating a team Google Calendar and sharing it with your people.

How do I Create a monthly time sheet in Excel? ›

How to Create a Timesheet in Microsoft Excel
  1. Download an Excel Timesheet Template.
  2. Prepare the Timesheet Template.
  3. Enter Identifying Information.
  4. Enter the Rates of Pay.
  5. Enter the Employee's Hours Worked.
  6. Calculate and Enter the Type of Hours Worked.
  7. Verify Your Information and Save Your Timesheet.

How to make a work schedule template? ›

Your schedule template should include:
  1. The inclusive dates of the schedule.
  2. The names of all your employees.
  3. The location where each employee will be working.
  4. The start and end times of each employee's shift.
  5. The role or tasks of each employee during their shift, if relevant.
  6. The contact details of the manager.
Jun 26, 2024

How do I Create a recurring monthly schedule in Excel? ›

How to Create a Monthly Schedule in Excel (The Easiest Way)
  1. Click the Menu icon from the top left corner of the excel sheet.
  2. After you click on the Menu icon, select New.
  3. On the next screen, writemonthly schedulein the search tab and hit enter.
  4. A number of pre-made excel monthly schedules would show.
Feb 13, 2023

How do I make my own work schedule? ›

How to create a daily schedule in 6 steps
  1. List to-do items. Before you can organize your to-dos, you first need to make a list of all the items you need to do for the day. ...
  2. Prioritize tasks. ...
  3. Note deadlines. ...
  4. Identify recurring events. ...
  5. Order items by time, priority, or deadline. ...
  6. Stay flexible.
Feb 2, 2024

Is there an app to make work schedules? ›

FindMyShift is a work schedule tool that helps organizations manage shift requests, communicate, and manage staff from anywhere. The app is helpful for attendance tracking, shift scheduling, tracking labor costs, team collaboration, and more.

How do I create a monthly task list in Excel? ›

Here are five simple steps you can follow to create one:
  1. Step 1: Turn on the Developer tab in Excel. To start making a checklist in Excel, you must enable the Developer tab. ...
  2. Step 2: Write down your tasks. ...
  3. Step 3: Add interactive checkboxes to your list. ...
  4. Step 4: Customize your checkboxes. ...
  5. Step 5: Put your checklist to work.
Feb 15, 2024

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