Moving the roster into a spreadsheet environment has never been easier
C-Desk Technology
{Copyright (C) 2011 CDT. All Rights Reserved}
THE THEORY AND PRACTICE IN CREATING A STAFFING SCHEDULE
FORMULATING THE STAFFING SCHEDULE
CONSIDERATIONS
This is one of the most frustrating managerial tasks that has to be done.
You need to satisfy simultaneously
*the number of staff available,
*individual requests of staff,
*into a workable rota or staff schedule.
There is no perfect solution but the longer the time you spend on it the closer you get. However, at the back of your mind is the knowledge that even if it were perfect, the moment it is published, the staff will request changes.
But, what if you had the means to create the perfect roster and any staff requests for changes had no effect on the effectiveness of the roster. I hope that as you look further into this website, you will find for yourself that that is how VisualrotaX works.
The first over riding parameter is to minimise the work involved and maximise the efficiency
CONSIDERATIONS
This is one of the most frustrating managerial tasks that has to be done.
You need to satisfy simultaneously
- needs of the organization,
- the quality of service required,
*the number of staff available,
*individual requests of staff,
*into a workable rota or staff schedule.
There is no perfect solution but the longer the time you spend on it the closer you get. However, at the back of your mind is the knowledge that even if it were perfect, the moment it is published, the staff will request changes.
But, what if you had the means to create the perfect roster and any staff requests for changes had no effect on the effectiveness of the roster. I hope that as you look further into this website, you will find for yourself that that is how VisualrotaX works.
The first over riding parameter is to minimise the work involved and maximise the efficiency
C-DESK
VisualrotaX 365 days of shifts, neat, tidy and readabled
Pen & paper, illegible.
I has all the information, for one week if only you could read it!
I has all the information, for one week if only you could read it!
You might still be doing it the traditional way by hand using paper, pencil, rubber and a lot of patience. But the same basic rules apply
Set down by statute, guidelines from Government Authorities, conditions of employment, maximum hours to be worked, legal requirements such as trained personnel only for certain, potentially dangerous, tasks.
Contracts of employment might include agreements about hours, specific days of the week that the person is employed to work, holidays.
Number of consecutive days to be worked, this is varied from person to person but if possible a limit should be set, i.e. no more than 7 consecutive days unless a special request has been made.
Weekends off are an important consideration, staff are more bothered about which days they have off and the number of consecutive days off than any other aspect of the roster, except when holidays are involved. Whenever possible, use a system of weekend rotation and count the number of weekends off for future reference.
Number of consecutive nights to be worked, this is varied from person to person but if possible a limit should be set, i.e. try not to give more than 4 consecutive night together. Some people do work set nights but unless this is at the weekend, problems about fairness can arise.
Some staff work set hours but a general agreement with members of staff about the number of early and late's duties to be worked will make life a lot easier.
Days preceding leave days.
Try to roster an early shift before a day off , and a late one after, it can make a 1 day break seem like 3! .
Some staff work to a 'pattern roster' but the pattern might need to be changed during holiday periods.
Typically. A member of staff works the same shifts each week but can work extra if required and has to be asked if they are available first.
Rules about holidays varies with every organization. Staff members invariably can never remember the rules, especially so when they come from other organizations. Most rules are arbitrary.
Typical rules are;
Temporary staff can be used to replace shortfalls but this is not recommended normal practice as a temporary worker cannot provide the same level of skill. Financial controls inevitably mean you have to get approval first. Temps need training and the constant need for training to use continually changing technology can make them more expensive than having full time staff. It is possible to minimize the cost of using temps by efficient use of the duty roster. Please consult us for further details.
This is the greatest area for potential conflict, before the final staffing schedule is published potential problems can be avoided if discussion takes place between the staff who could be upset by it.
The actual skill mix on a day to day basis forms the most important factor that has to be taken into consideration when the schedule is written, both in terms of quality and quantity. This might be because of internal rules, or, more likely a Government Authority has stipulated the requirement. When one duty roster contains several skills, it is in effect several rosters and is created as such.
This is undesirable but sometimes the case, contact needs to be kept to a minimum. The problem needs to be identified and resolved.
All establishment need to have a written policy to cover staff requests. Typically it is a request book that can be filled in up until the time the staffing schedule is being prepared. Once the schedule is published all staff have to make changes through a senior staff only, preferably after arranging the changes amongst themselves.
Variations do occur when catering for requests over Christmas and New Year. It would be pointless having a request book, it goes without saying what the requests would be. You should anticipate the requests and form the schedule accordingly.
Be flexible.
Communicate with staff.
Try to be fair.
Use your common sense.
Writing the off duty.
If you find a duty roster that works copy it from one period of time to the next.
No one ever starts from afresh with a blank sheet of paper, except in the literal sense, because most of the time you will be constrained by legislation and staff requests.
So. Fill in permanent shifts, holidays, requests, days off, allocate shifts to the staff.
Check numbers for each shift and adjust according to your needs.
Check hours worked by staff to comply with legislation and contracts of employment.
You could do this by hand. Remember. It is a working document that requires daily changes which perforce means that you are over writing previous input, and this means messy appearances. In Great Britain, this is also a legal document to prove that you are in accordance with legislation. Often the only person who can interpret the document is the author, who has painfully created it in the first place and amended it thereafter.
Or you could do this in VisualrotaX. None of our clients now do it by hand.
Set down by statute, guidelines from Government Authorities, conditions of employment, maximum hours to be worked, legal requirements such as trained personnel only for certain, potentially dangerous, tasks.
Contracts of employment might include agreements about hours, specific days of the week that the person is employed to work, holidays.
Number of consecutive days to be worked, this is varied from person to person but if possible a limit should be set, i.e. no more than 7 consecutive days unless a special request has been made.
Weekends off are an important consideration, staff are more bothered about which days they have off and the number of consecutive days off than any other aspect of the roster, except when holidays are involved. Whenever possible, use a system of weekend rotation and count the number of weekends off for future reference.
Number of consecutive nights to be worked, this is varied from person to person but if possible a limit should be set, i.e. try not to give more than 4 consecutive night together. Some people do work set nights but unless this is at the weekend, problems about fairness can arise.
Some staff work set hours but a general agreement with members of staff about the number of early and late's duties to be worked will make life a lot easier.
Days preceding leave days.
Try to roster an early shift before a day off , and a late one after, it can make a 1 day break seem like 3! .
Some staff work to a 'pattern roster' but the pattern might need to be changed during holiday periods.
Typically. A member of staff works the same shifts each week but can work extra if required and has to be asked if they are available first.
Rules about holidays varies with every organization. Staff members invariably can never remember the rules, especially so when they come from other organizations. Most rules are arbitrary.
Typical rules are;
- the amount of holiday notice full time staff have to give is two months;
- only three members of staff can be off at any one time,and if the skill mix is also important, only one member of each skill can be off.
- holiday entitlement only starts after 3 months employment;
- all holidays to be taken in the accounting year;
Temporary staff can be used to replace shortfalls but this is not recommended normal practice as a temporary worker cannot provide the same level of skill. Financial controls inevitably mean you have to get approval first. Temps need training and the constant need for training to use continually changing technology can make them more expensive than having full time staff. It is possible to minimize the cost of using temps by efficient use of the duty roster. Please consult us for further details.
This is the greatest area for potential conflict, before the final staffing schedule is published potential problems can be avoided if discussion takes place between the staff who could be upset by it.
The actual skill mix on a day to day basis forms the most important factor that has to be taken into consideration when the schedule is written, both in terms of quality and quantity. This might be because of internal rules, or, more likely a Government Authority has stipulated the requirement. When one duty roster contains several skills, it is in effect several rosters and is created as such.
This is undesirable but sometimes the case, contact needs to be kept to a minimum. The problem needs to be identified and resolved.
All establishment need to have a written policy to cover staff requests. Typically it is a request book that can be filled in up until the time the staffing schedule is being prepared. Once the schedule is published all staff have to make changes through a senior staff only, preferably after arranging the changes amongst themselves.
Variations do occur when catering for requests over Christmas and New Year. It would be pointless having a request book, it goes without saying what the requests would be. You should anticipate the requests and form the schedule accordingly.
Be flexible.
Communicate with staff.
Try to be fair.
Use your common sense.
Writing the off duty.
If you find a duty roster that works copy it from one period of time to the next.
No one ever starts from afresh with a blank sheet of paper, except in the literal sense, because most of the time you will be constrained by legislation and staff requests.
So. Fill in permanent shifts, holidays, requests, days off, allocate shifts to the staff.
Check numbers for each shift and adjust according to your needs.
Check hours worked by staff to comply with legislation and contracts of employment.
You could do this by hand. Remember. It is a working document that requires daily changes which perforce means that you are over writing previous input, and this means messy appearances. In Great Britain, this is also a legal document to prove that you are in accordance with legislation. Often the only person who can interpret the document is the author, who has painfully created it in the first place and amended it thereafter.
Or you could do this in VisualrotaX. None of our clients now do it by hand.
Legal Constraints
Format of the duty roster.
Weekends
Night shifts
Daily working hours
Days preceding leave days.
Pattern rosters
Holidays
Agency staff
Staff constraints
Staff skills mix
Personality conflicts
Staff preferences
Ensuring co-operation
Practical & Easy Rostering
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10 Downing Street
Novertis
DFDS