
Custom Excel Rota and Job Allocation Tracker
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Description
I’m looking for someone to help me build a custom Excel rota and job tracker for our night shift cleaning team.
We have around 36 colleagues and work on a weekly rota from Sunday to Saturday. I update the shifts manually every week.
The rota changes every week as well, with everyone moving down one turn each week and the last person moving back to the top.
We also use RDW shifts (overtime), which should still count as working shifts in the tracker.
What I need is something simple, reliable and easy to use long term. The tracker should:
* Allow me to update weekly shifts manually
* Automatically calculate how many days each colleague is working each week, excluding OFF, A/L and Sick days
* Automatically assign daily cleaning jobs only to colleagues who are working
* Use a cleaning job list, which I can provide separately
* Rotate jobs fairly across colleagues and not always start from the same job
* Work day by day (Sunday, Monday, etc.), not just one single job column
* Allow me to add or change jobs in the future and have the tracker update correctly
* Include some kind of archive/history section so previous weeks can be kept saved
* Be something that can continue to work long term over multiple years without needing to be rebuilt
I would like the Excel file to stay simple and easy to use.
Please let me know if this is something you can build, along with an estimated price and timeframe.
Many thanks,
Constantin G.
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Please share the spreadsheet. Thanks
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can you please tell if you already have a structured list of cleaning jobs and shift codes (OFF, A/L, Sick, RDW) defined for the Excel rota and job tracker?
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Hi Constantin,
Do you already have a sample rota format I should follow, or should I design the layout from scratch? Also, should job assignments be evenly distributed per day or tracked over multiple weeks?
How many cleaning jobs typically run per day, and can one person handle multiple jobs in a shift? Also, do you prefer the tracker in Excel only or open to Google Sheets if it improves automation?
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Hi,
just to clarify, for the weekly rota shift movement (where everyone moves down one place), would you like this to be fully automated based on the previous week, or would you prefer to keep manual control and focus automation on the job allocation and tracking side?
I do have a couple of other quick questions as well, thanks!