How to run an employee pick-and-drop roster without spreadsheets
By The Odobase team Published
Employee transport is one of the most predictable kinds of fleet work, and one of the easiest to get wrong. The same routes run every working day, but drivers take leave, holidays interrupt the pattern, and clients add and drop routes. A spreadsheet can hold the plan; it cannot stop two routes being given the same van.
Why does staff transport outgrow spreadsheets?
- Every day is a copy. A route that runs five days a week becomes hundreds of rows a year, and a change means editing all of the future ones.
- Clashes are invisible. Nothing stops the same driver being written into two routes at 8:00.
- Billing is reconstructed. At month end someone counts which days actually ran.
Step 1: Define each route once
Treat a route as a standing duty: where it starts and ends, the weekdays it runs, the start time, the default driver and vehicle, and the contract dates. Everything else follows from that definition.
Step 2: Create the daily runs ahead of time
Generate each day’s run as a real booking a couple of weeks ahead. Real bookings block the driver and vehicle, so other work cannot be assigned on top of them, and drivers can see what is coming.
Step 3: Manage change on a weekly roster
Lay out every route against the days of the week. When a driver is on leave, reassign that day. When routes are reshuffled, reassign that day and every one after it, skipping any days where the new driver is already busy, and deal with those dates one by one.
Step 4: Handle holidays and breaks deliberately
Skip public holidays and pause a route while a client’s office is closed. Cancelled days should stay cancelled; they must not reappear the next time the plan is extended.
Step 5: Bill from what actually ran
At month end, invoice each client company from its completed runs. The plan said 22 days; the invoice should say how many were actually driven.
Doing this in Odobase
Recurring trips and the roster in Odobase follow exactly these steps: set up a route once, let Odobase create the daily trips 7 to 60 days ahead, reassign from the roster, skip and pause, and invoice from completed trips. See how it fits employee transport providers.