Name Role Desired shifts Undesired shifts

Amy Cole Doctor 2/4/2024, 2/17/2024, 2/25/2024, 2/7/2024, 2/18/2024

Beth Fox Doctor 2/25/2024, 2/27/2024 2/20/2024, 2/29/2024
Chad Green Doctor
Dan Jones Nurse
Elsa King Nurse
Flo Li Nurse
Gus Poe Nurse
Hugo Rye Doctor
Ivy Smith Doctor
Jay Watt Doctor
Amy King Nurse
Beth Li Nurse
Chad Poe Nurse
Dan Rye Nurse
Elsa Smith Nurse
Flo Watt Nurse
Locations
Location 1, Location 3 In this sheet you can specify the employee names and the roles (position/skill) they
Location 2 fulfill. You can then specify the number of positions that need to be filled daily for
each role in the 'Locations' sheet.

If all the employees have the same role you can leave the cells in the Role column
empty. In this case make sure to specify the number of positions that need to be
filled in daily within the 'Number of general positions to fill daily (for employees
with no role specified)' column in the 'Locations' sheet.

The desired and undesired shift dates can be specified for each employee in the
mm/dd/yyyy format, with the dates separated by a comma. The scheduling
algorithm will try to fulfill these requests if the other constraints allow.

The 'Locations' column represents the locations for which the employee is available
to work at. You can include multiple locations by using a comma. You can leave the
column value empty and that employee will be considered available for all the
locations. Make sure to spell the location names exactly as in the 'Locations' sheet.

If the shift hours vary based on the day of the week you can specify them in the
'Shift hours' sheet.

The 'Days off' sheet specifies holiday dates where no shifts need to be assigned.
nd the roles (position/skill) they
that need to be filled daily for

ve the cells in the Role column

of positions that need to be
ns to fill daily (for employees
eet.

ed for each employee in the

comma. The scheduling
r constraints allow.

which the employee is available

ng a comma. You can leave the
sidered available for all the
actly as in the 'Locations' sheet.

you can specify them in the

o shifts need to be assigned.

Location name Number of general positions to fill daily (for employees with no role specified)
Location 1
Location 2
Location 3
Doctor Nurse Role #3 Role #4 In this sheet you can specify the location names and the
2 4 number of employees/postions the have active on a daily
1 2 basis.
1 1 Each row represents a separate location. If you have only
one location you can just keep the row 'Location 1' and
clear the other rows.

For each location you need to specify the number of

employees to be assigned for each role daily.
A new column needs to be created for each separate role.
The column headers need to be named with the exact
spelling as the role is written in the 'Employee' sheet.

If there's no division by role (the employees in the

'Employees' sheet have the 'Role' column empty), you
can use the 'Number of general positions to fill daily (for
employees with no role specified)' column here to enter
the total number of workers, otherwise this column is
ignored. This column only needs to be used when you
have employees with no role specified.
on names and the
ve active on a daily

n. If you have only

'Location 1' and

he number of
e daily.
each separate role.
d with the exact
mployee' sheet.

oyees in the
mn empty), you
ons to fill daily (for
umn here to enter
e this column is
used when you
.
Location Weekday Working hours Shift duration in hours
All Monday 11AM - 8PM 9
All Tuesday 8:30AM - 8PM 11.5
All Wednesday 11AM - 8PM 9
All Thursday 8:30AM - 8PM 11.5
All Friday 8:30AM - 8PM 11.5
All Saturday 8:30AM - 8PM 11.5
All Sunday 9:30AM - 8PM 10.5
Location 2 Monday 11AM - 8PM 9
Location 2 Tuesday 11AM - 8PM 9
Location 2 Wednesday 8:30AM - 8PM 11.5
Location 2 Thursday 11AM - 8PM 9
Location 2 Friday 11AM - 8PM 9
Location 2 Saturday 11AM - 8PM 9
Location 2 Sunday 11AM - 8PM 9
If the shift hours vary based on the day of the week you can specify them in this sheet.

The 'Working hours' column is used to display the hours in the output schedule file. You
can leave it empty if the working hours don't need to be displayed in the output
schedule.

The 'Shift duration in hours' column is used for total shift hour calculations for each
employee in the 'Scheduling stats' sheet in the output schedule.

The 'Location' column signifies for which location the shift hour information applies to.
The app will use the shift hour data related to the specific location if it's available (e.g.
'Location 1') however if it's not present it'll use the general shift hour data (the rows that
are marked as 'All' in the 'Location' column).
So if all your locations have the same shift hours or you only have one location you can
just use the 'Location' = 'All' rows and remove the others.
Days off
1/1/2024
1/1/2025
2/5/2024
3/5/2024
In this sheet you can specify the days off/ holidays where no shifts need to
be assigned.

The dates should be in the mm/dd/yyyy format.