Smart Planner template

Staff Scheduling Template for Google Sheets and Excel

Download a staff scheduling template and optimize it with Smart Planner inside Google Sheets.

Excel workbook (XLSX)CSV template (CSV) Install Google Sheets add-on

Template columns

Keep the inputs structured

Smart Planner works best when columns have stable names and each row represents a real planning entity.

Employee
Planning input used by the staff scheduling workflow.
Role
Planning input used by the staff scheduling workflow.
Available days
Planning input used by the staff scheduling workflow.
Max hours
Planning input used by the staff scheduling workflow.
Preference
Planning input used by the staff scheduling workflow.
Skill
Planning input used by the staff scheduling workflow.

Sample rows

Use these rows as the starting structure

EmployeeRoleAvailable daysMax hoursPreferenceSkill
AvaServerMon,Tue,Thu,Fri32MorningFOH
BenCookWed,Thu,Fri,Sat40EveningKitchen
MinaLeadMon,Tue,Wed,Sun36AnySupervisor

Setup steps

  1. Step 1

    Download the template and open it in Google Sheets or Excel.

  2. Step 2

    Replace the sample rows with your own planning data.

  3. Step 3

    Keep the column names stable so Smart Planner can interpret the table.

  4. Step 4

    Install Smart Planner from Google Workspace Marketplace, then open it from your Google Sheet.

Choose how to use Optivise

Use the same decision intelligence through an AI agent, a familiar work tool, or a shared enterprise workflow.

Agent Optimization Engine

Use Optivise through the AI agent you already work with.

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Smart Planner

Start from a familiar spreadsheet and the operational data you already maintain.

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Optivise Platform

Build persistent, shared, and governed decision workflows for your team.

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Related industry contexts

Hospitality Healthcare Retail and Services Professional Services and SMBs