Hello,
I was asking by my manager to research for a scheduling strategy for our centre.
Someone recommended Microsoft Shifts however I watched a few demo on Youtube but couldn't find what I was looking for.
We currently manage the nurses schedule with Excel spreadsheet. All the entries and modifications are done manually.
We have many different areas
- Chemo
- RT
- PSC (Patient Support Care)
- PSM (Pain and Symptom Management)
- NP Calls
- TNL (Telephone Nurse Line)
- Triage
- Breast Clinic
- Gyne Clinic
- BSURV (Transfusion Surveillance)
The shift times are 0730-1530, 0800-1600, 0900-1700, 0930-1730, 1000-1800 w/ 30mins unpaid break and 2 paid 15mins coffee breaks.
We have regular full-time, part-time and casuals.
For their shift start time, we have a master 4 weeks rotation for all the full-timers and part-timers.
We also have a list of their preferences. (Areas of work and maximum days per area). Not a lot of people can work 5 days straight in chemo.
This is just an example of the 4 weeks rotation. We manually assign the areas in red font. (This is only 1/4 of the nurses that we have)

Based on their shift start time and areas that they can work in, we handwrite something called a daily sheet. Right now, I use the COUNTIF function to make sure we have enough nurses in each area.
This is a copy of the daily sheet.

I don't expect Microsoft Shifts to autopopulate this daily schedule based on their shift time and preferences/conditions.
Do I create all the "groups" first then manually add the nurses? Can I modify an employee's group direct?
I am not an expert in Excel. I feel like this is doable but I do not know how.
Please help.
Thank you,
Annie