You simply specify the task names and start and stop times, indicate which
employees are qualified to perform each task, indicate the hours each
employee is available each day, and then assign tasks to employees one day
at a time for one week. Task assignments are made from Drop-Down Menus of
available employees and once someone is assigned to a task, his or her
name will be removed from the menus for any overlapping tasks.
This program guarantees that you will
never forget to assign a daily task and that you will never assign anyone
to overlapping tasks. It is a lot easier than the "put the names on a
calendar with a pencil" approach. And it certainly is a lot more
fool-proof than any other hand scheduling you may be doing now.
Daily staffing charts show at-a-glance,
the times each person is busy throughout the day. And the spreadsheet
keeps track of daily and weekly labor hours assigned to each employee.
The program interacts with QuickBooks Pro to transfer employee timesheet
information for use in client invoices and employee payroll.
Individual employee schedules are
created along with a master schedule so you see at a glance which people
are assigned to each task each day. The program also produces task
schedules showing who is assigned to each task each day.
This spreadsheet is being used by several hundred franchisees of a
nation-wide company to schedule employees to client in-home care visits.
Many of the features of these spreadsheets have been developed to fill the
scheduling needs of the hundreds of franchise users. The Quick Books Pro
connection allows them to seamlessly transfer employee and client
information for payroll and client invoices and other features allow them
to easily add and delete employees and clients while keeping track of
existing client/employee relationships.
The intuitive interface, detailed instructions, and years of use in the
home care business make this program very easy to use.
