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How to enter my staffing needs on Skello?
How to enter my staffing needs on Skello?

Add your staff needs per quarter-hour (or workload) on a daily basis, to create customized schedules.

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Written by Badïa
Updated over a week ago

Why is this important?

The Staffing Needs feature enables you to optimize your schedule according to the specific needs of your establishment. It is only accessible with a Premium subscription and from the day view of the schedule.


How do I enter staffing needs from a template?

Download the template to complete

  • Click on the Staffing needs icon in the toolbar above the schedule.

  • Select Download template to complete.

  • Select the dates of the period to be completed (max. 2 weeks) and click on Download.

  • Complete the Excel document with staffing needs by the quarter-hour and position by position.

Use Libre Office or Google Sheets if you don't have Excel. The template must only be completed on the document downloaded from Skello.

Import the completed template

  • Click on the Needs icon > Import completed template.

  • Select the completed file and click on Import.

  • In the event of an error, a message will detail the corrections to be made.

You can replace or correct an imported template by following the same procedure.


How do I enter and duplicate staffing needs from Skello?

Add manually

  1. Click on the Staffing needs > Add manually icon.

  2. A table appears at the bottom of the page. Double-click on the boxes to enter your needs by the quarter-hour and by position.

  3. Click on Add at the bottom right of the table.

You can modify or add to a day's needs by clicking on the Staffing needs > Modify needs icon.

Duplicate a day

  1. Click on the Staff requirements > Duplicate a day icon.

  2. Select a day as the template to be duplicated.

  3. Select the positions to be duplicated and the days to be applied.

  4. Apply the needs to the selected dates.

You can duplicate needs on one or more days, past or future.


How do I create customized schedules?

The staffing needs entered guide the schedule to create a schedule tailored to the establishment's needs.

Display staffing needs

  • Needs are displayed graphically above the schedule in day view.

  • The graph can be shown or hidden by clicking on the arrow next to Staffing needs.

  • Select a position to view specific needs, or view all positions together.

Selecting a position via the Staffing Needs function is independent of the filters used on the schedule.


Adjust schedules

  • Create shifts according to the needs shown on the chart.

  • Adjust shifts to match staffing needs.

Move the mouse over the graph to see the number of shifts per position, in relation to the need.

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