Scheduling Employees Based on Sales Flow – Tutorial

Scheduling can be a challenging task for any manager. Deciding how to best schedule your employees can be laborious and tricky. The key to any good schedule is to match the work to the needs of the organization. For instance, the U.S. Postal Service only delivers mail Monday through Saturday. Therefore, scheduling mail carriers (those who deliver the mail) on Sunday would be a waste of resources.

Companies usually have access to data that gives them insight on how to schedule their employees. Trends and historical activity can be used a good base for predicting future needs. In this tutorial, I use the example of a store’s need to schedule its employees to best serve its customers. I used the historical hourly sales figures to help make the schedule.

Here are the steps we take to build this model:

1. Calculate the percent of sales per hour
2. Count the number of employees working that hour
3. Calculate the percent of the available employees’ hours per hour
4. Calculate the difference between expected sales and scheduling
5. Input schedule for two employees (Larry and Cindy)
6. Adjust schedules and breaks as needed

This is a beginner level model and uses the formulas: SUM, COUNTIF, and VLOOKUP.

Here is the link to the video: CLICK HERE

If you enjoyed this tutorial or have ideas for future tutorials, please send me an email or leave a comment below.

Thanks for viewing and happy modeling!

Tags: financial modeling, managerial model, sales flow analysis, scheduling