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From Excel to scheduling software – step by step

Still scheduling in Excel? How to know when it is time to switch and how to make the move without hassle.

Excel is a good tool to start with. But as your team grows, the spreadsheet often becomes a bottleneck.

Signs it is time to switch

  • The schedule is shared as an image or PDF in a group chat
  • Staff ask about their shifts several times a week
  • Hours are copied by hand into payroll
  • A broken formula leads to wrong pay
  • Only one person knows how the file works

Step by step

1. Add your staff

Start with names, contact details and employment type.

2. Build a template week

Create your usual shifts and reuse them as a template.

3. Publish to staff

Staff see their shifts in the app and get notified when something changes.

4. Add time clock and payroll

When time is recorded digitally, it can flow straight into payroll.

Start for free

ShiftCore has a free plan for scheduling. Read more about free scheduling software, see pricing or contact us and we will help you get started.

Ready to simplify your day-to-day?

Book a demo and we will show you how ShiftCore works for your operation – in 30 minutes.