kevin Drakes


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kevin Drakes

  1. 1. Rota: a research project on algorithms for workforce scheduling and shift design optimization<br />By: Kevin Drakes<br />MBA 513<br />Dr. Edmonds<br />
  2. 2. Why Rota?<br />Help with typical process of planning and scheduling a workforce in an organization<br />consists in designing shifts and then assigning employees to these shifts and to periods of rest (days-off)<br />Successfully solving these problems has high practical relevance: <br />Results from ergonomics indicate that shift schedules have a profound impact on the health and satisfaction of employees as well as on their performance at work. <br />In the research project Rota, undertaken by the Database and Artificial Intelligence Group at the Vienna University of Technology <br />A system for generation of rotating workforce schedules - First Class Scheduler (FCS) <br />A system for the design of shifts - Operating Hours Assistant (OPA)<br />
  3. 3. Workforce Scheduling and shift design optimization <br />Stages<br />First Stage<br />Determine the temporal requirements.<br />Required number of employees with certain qualifications is determined for every time slot of the planning period.<br />
  4. 4. Second Stage<br />Want to determine total number of employees needed<br />Design shifts and assign shifts and days-off to employees<br />(Approaches)<br />Design shifts and match employees with shifts.<br />Consider days off after the shifts are created.<br />
  5. 5. Fig. 2. A possible rotating schedule for 4 groups and 18 shifts per week.<br />
  6. 6. Cyclic vs. non-cyclic<br />After the shifts are generated, the assignment of employees to shifts or days-off for a given period of time can be made. <br />Rotating (or cyclic) workforce schedules: <br />all employees have the same basic schedule but start with different offsets. <br />Therefore, while the individual preferences of the employees cannot be taken into account.<br /> Aim is to find a schedule that on average is optimal for all employees. <br />
  7. 7. non-cyclic<br />Workforce schedules the individual preferences of the employees can be taken into consideration. <br /> The aim is to achieve schedules that fulfill the preferences of most employees. <br />Both variations of workforce schedules other constraints such as the minimum number of employees required for each shift have to be met.<br />
  8. 8. Shift design problem<br />Given was the workforce requirements for a certain period of time. <br />Constraints <br />Possible start and the length of shifts<br />period of time<br />average number of duties per week per employee. <br />The Aim:<br />Generate solutions that contain shifts (and the number of employees per shift) that fulfill all hard constraints about the shifts <br />minimize the number of shifts, over- and understaffing, and differences in the average number of duties per week.<br />
  9. 9.
  10. 10. Questions<br />What are the advantages of using FCS (First Class Scheduler) over the traditional algorithms, for any organization?<br />Do you feel that these scheduling techniques make it easier to do scheduling or should business just hire people for certain shifts?<br />