Smarter Shift Scheduling using SharePoint

Work scheduling is a critical need in most organizations. Given the flood of email and information that we all process daily, it is essential to send work schedules to employees in a clear and consistent manner. SharePoint is the perfect place to set up a Shift Scheduling Tool built to handle all your requirements.

In our webinar on Thursday May 15 we will demonstrate a Complete Shift Scheduling Solution which incorporates all the features and functionality you would want to easily plan work schedules and communicate with your team members.

Be sure to check out the webinar details here: Shift Scheduling for SharePoint

Shift Scheduling Template Overview

This solution includes an awesome list view formatted using the Shift Schedule list view template from SharePointDashboards.com and packs in essential Ultimate Forms features including:

• Dynamic forms functionality allows you to easily assign the work schedule for each worker.
• Set up automatically generated weekly shift schedules for each week.
• Automatically email the weekly PDF shift schedule grid to workers.
• Easy to understand dashboard views to check the schedule at any time.
• Copy schedule days for faster entry.
• Color code calendar entries based on work categories.
• Email reminders for upcoming work to ensure that employees don't miss their shift.
• Workers do not have to have SharePoint accounts.

Let's walk through a typical shift scheduling process:

1. Review Employee Availability and Preferences

• Collect input on when employees are available or prefer to work.

2. Create the Schedule

• Enter the initial work schedule in your SharePoint list.

• Assign employees to shifts, balancing experience, roles, and preferences.

• Ensure coverage across all required times without over- or under-staffing.

3. Distribute the Schedule

• Publish the schedule in advance (commonly a week or two ahead). This will be handled through Ultimate Forms PDF print template and email capabilities.

• Make it easily accessible - send via email, print and put on a board and make available publicly on site.

4. Handle Adjustments

• Allow for shift swaps, last-minute changes, and sick calls.

• Track who is responsible for finding coverage when conflicts arise.

5. Monitor and Evaluate

• Review attendance, shift adherence, and productivity.

• Use data to refine future schedules and identify patterns (e.g., absenteeism or overtime issues).

This entire process can be handled easily and efficiently using Ultimate Forms in SharePoint. Just download the Shift Scheduling Template solution and begin using it right away.

You no longer need to use a third party solution for scheduling when you begin using this system inside of your own SharePoint environment. This solution is provided as a part of our Solution Templates which are free to download for Infowise Ultimate Forms subscribers. If you are not yet an Ultimate Forms customer, you can download our software and this complete solution to test out its functionality before deciding to purchase. Trial customers can use our software unlimited for 30 days.

This template will be made immediately available followin our presentation on the same day.

If you have any further questions related to your needs and requirements on Shift Scheduling, please reach out and we will be happy to set up a meeting.