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Shift spreadsheet

Shift spreadsheet: what to track and when to switch to an app

Many people start with a spreadsheet: one row per shift, one column for the amount. It works until the month gets busy. Here's what a good shift spreadsheet needs and what it can't do on its own.

What a shift spreadsheet needs

If you're building your own, these are the columns that matter:

  1. Date and place.
  2. Start and end time (including the shift that runs overnight).
  3. Agreed amount.
  4. Expected payment date.
  5. Status: paid, partial, pending or overdue.
  6. Notes: swap with a colleague, overtime, cancellation.

Where the spreadsheet falls short

  • It doesn't warn you when two times overlap.
  • It doesn't remind you that a payment is past due.
  • A 7 pm to 7 am shift becomes two rows or a wrong total.
  • Swaps and cancellations mess up the monthly total.
  • It lives on the computer, while the roster arrives on your phone.

The same tracking, on your phone

Calendoctor does the spreadsheet's job without you maintaining formulas: each recorded shift goes straight into the calendar and finances, with payment status, delay and hourly rate. Conflicts show before you save, and swaps, cancellations and shifts not worked are counted the right way.

What about the spreadsheet data?

Calendoctor reports export to PDF and CSV, so you can still open the numbers in a spreadsheet whenever you need. See also shift tracking and the finances for shift-based doctors.

Clear scope: Calendoctor is not a medical record and must not hold patient data. It is not accounting software and does not process payments.

Spreadsheet template, line by line

Example of what three shifts look like in a well-assembled spreadsheet:

  • 03/10 · PA Santa Clara · 7am to 7pm · R$ 1,200 · paid on 10/20 · paid
  • 10/10 · ICU São Lucas · 7pm to 7am · R$ 1,500 · paid on 11/05 · pending
  • 10/17 · PA Santa Clara · 7am to 7pm · R$ 1,200 · paid on 10/20 · late

With a status column, a filter instantly shows what remains to be received.

Formulas that help

  • Duration of night shift: add 24 hours when the end is shorter than the beginning.
  • Time value: value divided by duration.
  • Delay: today's date minus the scheduled date, only for those who are not paid.

It works, but each formula is one more thing to maintain and check.

When is it worth changing

If you work in more than two locations, work overnight shifts, change with colleagues frequently or have forgotten to charge for a shift, the spreadsheet has started to cost more time than it saves. It's time to switch to an app that does these calculations on its own.

FAQ

How do I build a shift tracking spreadsheet?

Use one row per shift with date, place, start and end time, amount, expected payment date and status (paid, partial, pending or overdue).

What's the downside of tracking shifts in a spreadsheet?

A spreadsheet doesn't warn about time conflicts, doesn't track late payments on its own and is hard to keep up on a phone.

Can I export Calendoctor shifts to a spreadsheet?

Yes. Reports export to CSV, which opens in any spreadsheet, and also to PDF.

Your shifts and your money, organized.

Download Calendoctor on iPhone or Android. It works offline and starts without an account.

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