How to Use a Shift Rota Template to Manage Frontline Employees

Rosie Ramirez

8 July 2019    |   

Everywhere we go, whatever service or product we buy, there are frontline employees who provide us services. Frontline employees are those who directly interact with customers. They perform all kinds of roles to deliver the customer promise. This includes answering phone inquiries, assisting in-store clients, performing consultancy work, and fulfilling maintenance jobs. For many businesses, dozens or even hundreds of frontline workers are needed every single day. Traditionally, managers used pen and paper to build the employee rota. Today, you can use a shift rota template not only to build your employee rota but also to lower costs. What is a shift rota template? A shift rota template is a great way to make your administrative work easier. Employees have different availabilities, skills, and wage costs. For regular work weeks, it’s good to have a go-to template that balances all these requirements. Never used a template before? Don’t worry, our free Shift Rota Template for Excel is available for download! The template is on Google Sheets and can be easily shared with read-only access. You can also talk to your employees through the comment feature for any changes in their schedule. Moving to an online shift rota template ensures your employees can access their schedule any time. Read more: Bar Scheduling Problems? Get Your Free Timesheet Software UK! Why does a good employee rota matter? Building a good employee rota is not as easy as it looks. It starts with understanding what both managers and employees want. Managers want a rota that allows the business to cater to as many clients as possible. Employees want a rota that maximises their skills but gives them work-life balance. Finding the middle ground requires plenty of data and careful planning. A good employee rota can unlock staff productivity and increase engagement across the board. This also means higher profits and faster expansion. Remember that staff appreciate good rotas just as much as managers do because of its long-term benefits. Read more: Planning for Success: How to build a perfect work rota If putting together a good employee rota sounds like a lot to handle, don’t worry. Once you’ve gotten the hang of our free Shift Rota Template for Excel, you can upgrade to our scheduling software UK. It lets you see staff availability as you go, so scheduling takes less time. You can also set targets and rota costs to make sure you never go over budget. Once done, you can save the employee rota template. That way, you won’t use up all your time and resources making sure everything is in order. Best of all, you can access this for 14 days, completely free of charge, no strings attached.  Read more: 3 Reasons to Get Your Employee Rota Right Can you have more than a shift rota template? Our scheduling software UK doesn’t just help you plan shifts. It also provides a complete set of features you need to run your business. Now you can stay within budget, track demand for staff, monitor attendance, and communicate with employees. See wage costs in real-time and adjust staffing levels to drive profitability. You can also introduce new methods of onboarding, shift swapping, and leave management. This software impacts all areas of business from day-to-day operations to planning for the year. And we’re ready to help you set it up, no matter how big or small your company is!  Read more: Braving “Blue Monday”: New Reporting Requirements for Small Businesses Invest in a scheduling software today A Shift Rota Template for Excel is a great start if you want to modernise the way you run your business. Managing frontline employees day in and day out costs a considerable amount of resources. But the bottom line, especially for frontline workers, is delivering the customer promise. Transitioning to a scheduling software for UK businesses helps you balance wage and administrative costs with staffing levels.  Try it out with our free Shift Rota Template for Excel or jump right in to our 14-day trial. Take care of your customers, empower your employees, and grow your business with the right employee rota software today. Build the best employee rota possible. Start your free 14-day trial now and get one step closer to workforce success! No credit card required.

Everywhere we go, whatever service or product we buy, there are frontline employees who provide us services. Frontline employees are those who directly interact with customers. They perform all kinds of roles to deliver the customer promise. This includes answering phone inquiries, assisting in-store clients, performing consultancy work, and fulfilling maintenance jobs. For many businesses, dozens or even hundreds of frontline workers are needed every single day. Traditionally, managers used pen and paper to build the employee rota. Today, you can use a shift rota template not only to build your employee rota but also to lower costs.

What is a shift rota template?

A shift rota template is a great way to make your administrative work easier. Employees have different availabilities, skills, and wage costs. For regular work weeks, it’s good to have a go-to template that balances all these requirements. Never used a template before? Don’t worry, our free Shift Rota Template for Excel is available for download! The template is on Google Sheets and can be easily shared with read-only access. You can also talk to your employees through the comment feature for any changes in their schedule. Moving to an online shift rota template ensures your employees can access their schedule any time.

Read more: Bar Scheduling Problems? Get Your Free Timesheet Software UK!

Why does a good employee rota matter?

Building a good employee rota is not as easy as it looks. It starts with understanding what both managers and employees want. Managers want a rota that allows the business to cater to as many clients as possible. Employees want a rota that maximises their skills but gives them work-life balance. Finding the middle ground requires plenty of data and careful planning. A good employee rota can unlock staff productivity and increase engagement across the board. This also means higher profits and faster expansion. Remember that staff appreciate good rotas just as much as managers do because of its long-term benefits.

Read more: Planning for Success: How to build a perfect work rota

If putting together a good employee rota sounds like a lot to handle, don’t worry. Once you’ve gotten the hang of our free Shift Rota Template for Excel, you can upgrade to our scheduling software UK. It lets you see staff availability as you go, so scheduling takes less time. You can also set targets and rota costs to make sure you never go over budget. Once done, you can save the employee rota template. That way, you won’t use up all your time and resources making sure everything is in order. Best of all, you can access this for 14 days, completely free of charge, no strings attached. 

Read more: 3 Reasons to Get Your Employee Rota Right

Can you have more than a shift rota template?

Our scheduling software UK doesn’t just help you plan shifts. It also provides a complete set of features you need to run your business. Now you can stay within budget, track demand for staff, monitor attendance, and communicate with employees. See wage costs in real-time and adjust staffing levels to drive profitability. You can also introduce new methods of onboarding, shift swapping, and leave management. This software impacts all areas of business from day-to-day operations to planning for the year. And we’re ready to help you set it up, no matter how big or small your company is! 

Read more: Braving “Blue Monday”: New Reporting Requirements for Small Businesses

Invest in a scheduling software today

A Shift Rota Template for Excel is a great start if you want to modernise the way you run your business. Managing frontline employees day in and day out costs a considerable amount of resources. But the bottom line, especially for frontline workers, is delivering the customer promise. Transitioning to a scheduling software for UK businesses helps you balance wage and administrative costs with staffing levels.  Try it out with our free Shift Rota Template for Excel or jump right in to our 14-day trial. Take care of your customers, empower your employees, and grow your business with the right employee rota software today.

Build the best employee rota possible. Start your free 14-day trial now and get one step closer to workforce success! No credit card required.

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Rosie Ramirez

Our team's goal is to provide practical advice for business owners and managers across industries.

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