Custom-Designed Employee Work Schedules
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Many retail and service businesses have found it necessary to stay open longer than 8 hours a day and more than 5 days a week. Examples of retailers include apparel, sporting goods, building supplies, household items, jewelers, stationers, and variety stores. Examples of service businesses include dry cleaners, pharmacies, auto repair, dentists, optometrists, and barbers/hair salons.
Reasons for expanding the hours of operation include the following:
Competition. Once a competitor changes its hours of operation, other local companies in that same line of business are pressured to do the same.
Customers. Longer hours expose a business to more prospects, which can increase sales. It also makes it more convenient for existing customers, which means more repeat business
Facilities. When the space or equipment is fully utilized, it's cheaper to increase the hours of operation than it is to rent a larger office/shop or to purchase more/larger machinery.
There are three factors that the business owners should consider when creating work schedules for the employees:
Coverage. What is the most effective way to match the number of people at work with the workload variations?
Cost. What is the most efficient way to staff and schedule the employees?
Satisfaction. Which approach will the employees prefer?
I've discussed these criteria previously, but only in the context of continuous 24/7 operations. Here's a link to the original article: http://www.shift-schedule design.com/Shift_Schedule_Design_for_Dummies. In this post, we will take a closer look at each factor from the perspective of businesses that are less than 24/7.
Coverage
Once a company selects its new hours of operation, it should estimate the workload by hour of the day and by day of the week. The best way to do this is to gather historical data using measures such as:
Number of jobs or appointments
Number of in-bound phone calls
Number of customer visits
Number of out-bound service calls
Since some calls or visits require more time and effort than others, it might be necessary to classify them into 2 or 3 categories. Each category can be weighted differently to adjust for the time required by employees. A table of the weighted data can help in the selection of shift lengths and coverage on each shift. An example is shown below. Note that Category 2 work takes twice as long at Category 1 work so it counts double in the total work volume.
Days Time Category 1 Category 2 Total
Mon-Fri 0800 to 1200 50 4 58
Mon-Fri 1200 to 1600 70 8 86
Mon-Fri 1600 to 2000 85 10 105
Sat 0800 to 1200 70 9 88
Sat 1200 to 1400 81 7 95
Sat 1400 to 1700 92 5 102
As you can see, the volume of work is not constant throughout the hours of operation. It varies by time of day and day of the week. Let's take a closer look at each of these two types of workload fluctuations.
Hourly Variations. With this type of fluctuation, the volume of work changes by time of day. For example, the evenings are often busier than the rest of the day in many retail stores. The three typical ways to address these hourly workload variations are:
Staggered start times
Part-time employees that work shifts shorter than 8 hours
Multiple shifts that overlap one another
Since there are so many different situations, I'll try to give a simple example of each approach.
Example #1. An independent auto repair shop is open from 7 a.m. to 6 p.m. It opens early because the owner wants to avoid commuter traffic. Most customers don't drop off their cars until 8 or 9 a.m., so he starts one mechanic at 8 a.m. and another at 9 a.m. The first mechanic leaves at 4:30 p.m. and the second leaves at 5:30 p.m. The owner stays until 6:00 p.m. to accommodate customers picking up their vehicles after work. The staggered work hours not only extend the coverage to 11 hours a day, but they also match the coverage with the workload.
Example #2. A store that sells bicycles is open from 9 a.m. to 7 p.m. They are busiest from 4 p.m. to 7 p.m. To match the coverage with this workload distribution, they have a 10-hour shift staffed by full-time employees plus a 3-hour shift (from 1600 to 1900) staffed by part-time employees (mostly students).
Example #3. A beauty salon is open from 9 a.m. to 9 p.m. Their busiest time of day is in the afternoon from 3 p.m. to 5 p.m. They match this workload distribution by using two 8-hour shifts (0900 to 1700 and 1300 to 2100). The shifts overlap from 1 p.m. to 5 p.m. This overlap is a little longer than necessary, but it allows the company to only use full-time employees who want to work 8-hour shifts.
Daily Variations. With this type of fluctuation, the volume of work changes throughout the week. For example, many businesses that deal with the public are busier on the weekends than they are on weekdays when people are at work. The two typical ways to address daily work variations are:
Weekend crews
Custom-designed work patterns
As with the hourly variations, there are too many possibilities to cover them all, so I'll just give one example of each approach.
Example #4. A stationery store is open every day of the week. The workload is fairly light on weekdays and busier on the weekends. The owner works by himself Mon-Fri. He employs several part-time people to work the weekend shifts. It's easier for him to find people to work weekends since this is usually a second job for them. Plus it gives him the weekends off. The downside, of course, is that the manager is unavailable to supervise the part-time employees. He or she is also unavailable when the store is busiest.
Example #5. A pharmacy is open every day of the week. They tracked the volume of prescriptions filled by day of the week. Wed, Thu and Fri have almost 50% more prescriptions than other days of the week. Weekends are the lightest, whereas Mon and Tue are average. The pharmacy employs 3 full-time pharmacists. All 3 pharmacists work the 3 busy days. Only one pharmacist works on Saturday and Sunday. Two pharmacists work on Mon and Tue.
Cost
Small business owners are especially concerned with keeping costs at a minimum. That's why it's important to compare the cost of different staffing/scheduling approaches before picking one. I'll try to illustrate how to do this.
This example is a retail store that is open from 10 a.m. to 6 p.m. Mon – Sun. Using data on the number of customer visits by hour of the day over the past year, the manager established the following coverage requirements:
Mon-Sun 1000 to 1500 2 people per hour
Mon-Sun 1500 to 1800 3 people per hour
Approach #1. This approach emphasizes the use of full-time employees supplemented by part-timers. There are 3 full-time employees that provide 2-person coverage throughout the week using 8-hour shifts. There are 3 part-time employees that are used to boost the coverage from 3 – 6 p.m. The total cost is calculated below:
3 FT employees * 40 hours/week * $12/hour wages * 1.4 cost of benefits = $2,520 per week
PT employees * 21 hours/week (average) * $10/hour wages = $210 per week (note that it doesn't matter how many part-time employees are used; it's only the total hours per week that's important)
The total cost is $2,730 per week.
Approach #2. This approach emphasizes the use of part-time employees with two full-time employees who will supervise the part-timers. The total cost is calculated below:
2 supervisors* 40 hours/week * $15/hour wages * 1.5 cost of benefits = $1,800 (note that the supervisors' time counts toward the coverage requirements)
PT employees * 53 hours/week * $10/hour wages = $530 per week (note that it doesn't matter how many part-time employees are used; it's only the total hours per week that's important)
The total cost is $2,330 per week.
Based on cost alone, Approach #2 (supervisors + part-time workers) is the best. The owner has to balance the cost savings with the time the manager will spend hiring and training the constant turnover of part-time employees. Although using part-time employees often is the least expensive approach, other considerations may override this.
Employee Satisfaction
Although employee satisfaction is important, it should never be the starting point in the search for a new schedule. I can't count the number of times I've been contacted by managers who selected the hours of operation to justify a shift length that he or she thought employees would like better than 8-hour shifts. They often forget that longer shifts will either increase the staffing requirements or reduce the available coverage.
For example, I had a manager of a business that ran 16 hours a day (two fixed 8-hour shifts) for 7 days a week. They needed 2-person coverage. They used 6 employees working an average of 37.33 hours/week. The manager said the employees were unhappy with the schedule, so he was thinking about changing to two 10-hour shifts.
The problem with two fixed 10-hour shifts with 2-person coverage is that it would require 8 employees or the coverage would drop to 1 person for 2 days a week on each shift. The manager forgot that the extra 2 hours a day for the 10-hour shifts would increase the hours of coverage by 25%.
In most cases, shift length is not left up to employees since this is more or less defined by the hours of operation or the hours in which overlapping shifts are needed. So the choice for employees usually boils down to the preferred work pattern. Here are a couple of examples.
Example #6. A hardware store needs 4 sales people on a 10-hour shift every day of the week. This requires 7 employees working 40 hours a week. To reward the most senior employees, the manager lets them bid on the days they work. He creates two schedule options:
Option #1. This schedule has 4 consecutive days of work followed by 3 consecutive days off. The downside to this schedule is that only 2 of the 7 will get both Sat and Sun off.
Option #2. This schedule allows 3 of the 7 to get both Sat and Sun off. However, not all of the schedules feature consecutive days of work.
Example #7. An appliance repair center needs 5 people on an 8-hour shift every day of the week. This requires 7 employees working 40 hours a week. The manager creates two schedule options:
Option #1. This schedule requires employees to work 7 days in a row. The employees get 2 weekends off every 7 weeks. One weekend off is 3 days and the other is 5 days. All the other breaks at 2 days.
Option #2. This schedule requires employees to work 2 to 4 days in a row. The employees get 2 weekends off every 7 weeks. Both are only 2 days off. The other breaks are only 1 or 2 days.
In both examples, the employees are shown the two schedules. They discuss the options, particularly the pros and cons. They then vote on the option they prefer. This forces them to make tradeoffs. In Example #6, they must choose the increased likelihood of getting a weekend off. In Example #7, they must choose between more consecutive days of work with longer breaks vs. fewer consecutive days of work with shorter breaks.
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Wikipedia defines para-transit as follows:
"Para-transit is recognized in North America as special transportation services for people with disabilities, often provided as a supplement to fixed-route bus and rail systems by public transit agencies. Para-transit services may vary considerably on the degree of flexibility they provide their customers. At their simplest they may consist of a taxi or small bus that will run along a more or less defined route and then stop to pick up or discharge passengers on request. At the other end of the spectrum—fully demand-responsive transport - the most flexible para-transit systems offer on-demand call-up door-to-door service from any origin to any destination in a service area. In addition to public transit agencies, paratransit services are operated by community groups or not-for-profit organizations, and for-profit private companies or operators."
Because the demand for para-transit services is so highly variable, scheduling the drivers is a challenging task. Most para-transit organizations tend to rely on overtime and a large pool of drivers that can be called into work when needed. I believe there is huge opportunity to schedule the drivers more effectively and reduce the costs. This opportunity comes from two key points. The first point is that historical trip volumes can and should be used to develop a schedule. The second point is that relief coverage is the best way to accommodate both employee absences and deviations from historical average trip volumes. Let's take a closer look at the specific steps involved.
Step #1: Historical Trip Volumes
The first step is to determine the workload distribution throughout the hours of operation. Start by categorizing the trip data into 2 or 3 groups based on the time involved. For example, Category A consists of trips that last 30 minutes or less. Category B consists of trips that last 30 to 60 minutes. Category C consists of trips that last more than 60 minutes.
Then look through the past year's historical data of trips made during every 30 minutes of the hours of operation. So if the first trip of the day begins at 6 a.m., I would calculate the average number of trips in each category between 6:00 a.m. and 6:30 a.m. Then I would do the same for 6:30 a.m. to 7:00 a.m., 7:00 a.m. to 7:30 a.m., and so on. I would put these averages into a summary table.
If you have the data (and the time), you could also determine the maximum number of trips that occurred during each 30-minute period and add this data to the summary table. You also could create separate tables for each region in the service area and for each season of the year.
Step #2: Driver Requirements
The second step is to determine the coverage requirements. The number of drivers needed during each 30-minute period depends on the type of service the organization offers. If the service is door-to-door, you will need one driver for each trip. If the service is limited to fixed routes, you will need fewer drivers per trip. The point is that you will need to translate the trip volumes into driver requirements by time of day. In scheduling jargon, this is called establishing the coverage requirements. Once these figures are made available, a scheduling expert can help with the remaining steps. I say this because the next few steps are the most difficult part of the process.
Step #3: Schedule Framework
This step will determine the shift lengths, start times, and number of drivers needed on each shift. This is basically a trial and error process. Here is a simple example:
Time Period Drivers Needed
0600 to 0700 5
0700 to 0900 6
0900 to 1300 8
1300 to 1500 7
1500 to 1800 5
You begin with the first time period of the day (0600 to 0700). 5 drivers are needed on this first shift. You can test the three standard shift lengths: 8-hour, 10-hour and 12-hour shifts according to how well they fit with the afternoon requirements. If we use a 12-hour shift, this will means 5 drivers will be working from 0600 to 1800. This matches the coverage needed from 1500 to 1800, so that would be the best choice. For most organizations, it's never this simple and compromises (e.g., over-staffing for part of the day) are likely to be necessary.
6 drivers are needed during the second period (0700 to 0900). We therefore will need 1 driver on this second shift (since we already have 5 people at work from the first shift of the day). Again we will test the three standard shift lengths for the impact on the afternoon. The best choice would be an 8-hour shift since anything longer would unnecessarily boost the coverage after 3 p.m. when it isn't needed.
We continue this process, sometimes going back to the beginning and changing earlier choices to make the entire framework more efficient, i.e. no understaffing and minimal overstaffing. The framework I would choose is as follows:
Shift Length Drivers Time Covered
12 5 0600 to 1800
8 1 0700 to 1500
4 2 0900 to 1300
If part-time drivers are not allowed in an organization, I would choose the following framework:
Shift Length Drivers Time Covered
12 5 0600 to 1500
8 3 0700 to 1500
Step #4: Basic Staffing Requirements
Now that we know the shift lengths and coverage requirements, we can determine the number of drivers needed to produce the coverage requirements. The 12-hour shift will require 10 drivers to produce 5 drivers every day of the week. The 10 drivers will all work an average of 42 hours a week. The 8-hour shift will require 2 drivers to produce 1 driver every day of the week. They will average 40 hours a week and there will be 3 days a week in which both drivers must be scheduled to work (to ensure 40-hour work weeks). If you can use part-time drivers, you can avoid the days of overlap. The 4-hour shift will require as many part-time drivers as you want.
Step #5: Supplemental Staffing Requirements
In the previous step, we focused on the staff needed just for the coverage requirements. But remember, the coverage is based on the average number of trips, not the peak demand. Also, drivers get sick, take vacation, or change jobs. That means we need some extra staff to allow for this. If we assume a 10% absence rate and another 30% difference between the peak demand and average demand, we need a 40% relief allowance.
In addition to the extra staff needed for relief coverage, some of the shifts will need extra personnel to simplify the schedule design. Here's a summary of the staff needed for each shift:
Shift Basic Staff Relief Staff Extras Total Staff
0600 to 1800 10 4 1 15
0700 to 1500 2 1 0 3
0900 to 1300 2 1 1 4
Step #6: Schedule Design
For the 12-hour shift, we will create a 3-crew schedule (5 drivers per crew) that averages 42 hours a week. For the 8-hour shift, we will create a 3-crew schedule (1 driver per crew) that averages 40 hours a week. For the 4-hour shift, we will create a schedule that averages 20 hours a week. We will use the staff on this part-time shift as trainees and reserves for full-time employees that decide to change jobs.
Here is an example of a schedule for the 12-hour shift:
Crew/Week Sun Mon Tue Wed Thu Fri Sat Hours
A / Week 1 - 12 12 - - 12 12 48
B / Week 2 12 - - 12 12 - R 36
C / Week 3 R R R R R R - 42
The three crews of 5 employees are assigned to one of the 3 weeks in the cycle. Crew A is assigned to start in week 1, Crew B is assigned to start in week 2 and Crew C is assigned to start in week 3. At the end of each week, the crews move to the next week of the cycle: Crew A moves to week 2, B moves to week 3, and C moves up to week 1. They continue to move through the 3-week cycle. All three crews are working the same 3-week schedule. They are merely in different weeks of the 3-week pattern.
R is a relief shift which means the crew is on-call for the entire 7 days shown. If someone from week 1 or week 2 is scheduled for vacation, an employee on relief will simply work the vacationer's schedule that week. If no one is absent, the employees on relief can be called in for a couple of hours to satisfy a temporary increase in demand. The organization should establish rules on the priorities for relief work and limits on the hours and number of days worked during the 7-day period.
Here is an example of a schedule for the 8-hour shift:
Emp / Week Sun Mon Tue Wed Thu Fri Sat Hours
A / Week 1 - - 8 8 8 8 8 40
B / Week 2 8 8 - - R R R 40
C / Week 3 R R R R R - - 40
Conclusions
We've demonstrated how assembling historical data on trip volumes can be used as the foundation for scheduling transit drivers. We also illustrated how to build extra capacity into the schedule to cover absences/vacancies and temporary fluctuations in demand. The key point is that schedules for variable workloads are ideally based on actual data rather than gut feelings, intuition, overtime considerations, etc. Using a full-time scheduling person that spends the day on the phone trying to get drivers to come to work is not the most efficient or effective approach when it comes to scheduling para-transit drivers. So if you want to keep service levels high and costs low, see if we can make this new scheduling process work for you.
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One of the most popular pages on my website contains a discussion of the pros and cons of 12-hour shifts. Here's a link to that page if you haven't seen it: www.shift-schedule-design.com/12-Hour_Shifts.
This article will address a different aspect of 12-hour shifts, namely how the longer shifts fit with different 24/7 workload distributions.
Constant Workloads
When the volume of work is steady throughout the day, the best shift length is either 8-hours or 12-hours. That's because they divide evenly into a 24-hour day. With 8-hour shifts, there would be three shifts with the same coverage on each shift. With 12-hour shifts, there would be two shifts with the same coverage.
Other shift lengths, e.g., 9-hour or 10-hour shifts, do not divide evenly into 24 hours. This means they will have overlapping shifts, with double coverage during the overlaps. 9-hour shifts will have 3 hours in which the shifts overlap. 10-hour shifts will have 6 hours in which the shifts overlap. Overlaps can be achieved with 8 or 12-hour shifts simply by including an unpaid meal break in each shift.
These other shift lengths (9s or 10s) are not an efficient choice for organizations with a constant workload distribution. In addition to the producing double coverage for part of the day, they also require a larger staff because the organization has essentially extended the hours of operation to 27 or 30 hours a day. 9-hour shifts require 12.5% more personnel and 10-hour shifts require 25% more personnel than 8-hour or 12-hour shifts.
Now that we've shown the best choice for a constant workload is 8 or 12-hour shifts, let's take a quick look at the staffing requirements. Here is a simple example. If you need 2-person coverage around-the-clock, you will need 336 hours of coverage per week (2 people * 24 hours/day * 7 days/week = 336 hours/week). If you divide this by 40 hours per week, you get 8.4 employees. If you divide this by 42 hours per week, you get 8 employees. 42 hours/week is commonly used in 24/7 schedules because it allows the use of 4 crews in the schedule.
The only exception to this is 8-hour fixed shifts. With these, each shift's staffing requirements must be calculated separately. In the example with 2-person coverage on each shift, this will require 3 people on each shift working an average of 37.3 hours a week (2 people * 8 hours/day * 7 days/week = 112 hours/week / 3 employees = 37.3 hours/week). The total staffing with fixed 8s would be 9 employees.
With the exception of 8-hour fixed shifts, 8s and 12s for steady coverage require the same number of employees working the same average hours per week. Since both shift lengths cost the same, this generally means that the choice between 8s and 12s can be left up to employees. When employees are asked if they want 8s or 12s, most will say 8s. However, when they are shown examples of schedules with both shift lengths, most will say 12s.
Variable Workloads
Many smaller establishments do not have constant workloads. They are often slower at night and on the weekends. For example, on Monday-Friday, they may need 4-person coverage from 0700 to 2300 and 2-person coverage from 2300 to 0700. On Saturday and Sunday, they only need 2-person coverage all day.
When the workload is lighter on weekends, this can be accommodated with either 8-hour or 12-hour shifts. When the workload is lighter at certain times of the day, this can be more difficult to match with 12-hour shifts. That's because most groups find their busy hours correspond more closely with one or two 8-hour shifts, i.e. for 8 or 16 hours a day. Let's look at examples of each of these.
Example #1. In this example, the organization needs 4-person coverage for 8 hours and 2-person coverage for 16 hours a day. This requires 11.2 employees working an average of 40 hours a week with 8-hour rotating shifts (12 people with 8-hour fixed shifts). If you use one 12-hour shift with 4-person coverage and one with 2-person coverage, you have 4-person coverage for 4 hours longer than necessary. It also would require 12 employees working an average of 42 hours a week.
The best way to accommodate 12-hour shifts in this scenario is to use 12-hour shifts for the 2-person coverage around-the-clock and an 8-hour overlay shift that matches the busy period. This would require 11 employees. You could either combine the two shift lengths into a single schedule or make a separate schedule for each shift length.
8 people on 12s --> 2-person coverage for 24/7
3 people on 8s --> 2-person coverage for 8/7
Example #2. In this example, the organization needs 4-person coverage for 16 hours and 2-person coverage for 8 hours a day. This requires 14 employees working an average of 40 hours a week with 8-hour rotating shifts. (15 people with 8-hour fixed shifts). If you use one 12-hour shift with 4-person coverage and one with 2-person coverage, you have 4-person coverage for 4 hours less than necessary. If this is unacceptable, you would have to have 4-person coverage on both shifts. This would require at least 16 employees working an average of 42 hours a week.
The best way to accommodate 12-hour shifts in this scenario is to use 12-hour shifts for the 2-person coverage around-the-clock and two 8-hour overlay shifts that match the busy period. This would require 14 employees. You could either combine the two shift lengths into a single schedule or make a separate schedule for each shift length.
8 people on 12s --> 2-person coverage for 24/7
6 people on 8s --> 2-person coverage for 16/7
Conclusions
There are lots of other possibilities when it comes to variable workloads. If you want to include 12-hour shifts in the schedule, you can follow the generic approach desribed in this article:
If the workload varies by day of the week, use two 12-hour shifts with a modified work pattern. Popular 12-hour patterns such as Pittman, Panama, DuPont, 3-on-3-off, etc. have the same coverage throughout the week. Therefore these patterns must be modified to match the daily variations. This is best handled by someone who is experienced in schedule design. They can ensure that the schedule: (1) matches the daily coverage variations, (2) averages close to 40 hours a week, and (3) maximizes weekends off for employees.
If the workload varies by hour of the day, you can use two 12-hour shifts for the base coverage. Then you will use one or more additional shifts that match the length of the busy period. I discussed 8-hour and 16-hour busy periods above. Your busy period might require something other than one or two 8-hour shifts. For example, if your busy period is longer than 18 hours, you might use an 8-hour and a 10-hour overlay shift. In some cases, you may want these shifts to overlap so that the coverage is increased further during the hours of overlap.
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Google searches for “Shift Schedule Templates,” will reveal page, after page, after page of software programs. Unfortunately, and to most people's surprise, these programs won't create schedules for you. You have to enter each employee's on-off work pattern into the program to make it work. Some scheduling programs offer free schedule templates, but these are generic 8-hour or 12-hour shift schedules, best suited for large companies with steady workloads.
Smaller organizations with limited staff and/or uneven workloads can't always use the generic templates offered by the software vendors. If they do, they may have to employ extra, unnecessary staff or live with coverage that doesn't match the work volumes during different times of the day (or days of the week). A lot of companies do this without realizing there are better options. How would they ever know?
So, if you're looking for a new schedule, don't be fooled by these scheduling software programs. They're great for managing an existing schedule, but they won't create a new work pattern for you. And for the few programs that actually offer templates, please beware of the following:
1. There aren't any templates for companies that operate less than 24/7.
2. If your staff size is not an exact multiple of 4 (e.g., 4, 8, 12, 16, 20, 24, etc.), the template will not produce consistent coverage. That's because most of them use 4 crews.
3. If your workload and coverage requirements vary by time of day or by day of the week, the template will not address this. These schedules have the same coverage at all times.
4. If your pay week (for overtime calculation purposes) is different than the template's, the schedule might produce highly uneven work hours (e.g., 60 hours one week and 24 hours the next), or it might compromise weekends off for employees.
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I just finished designing a set of shift schedules for a senior living facility. They needed 1 person working for 8 hours (day shift) and 2 people working for the next 8 hours (afternoon shift) throughout the week.
This amount of coverage requires at least 4 employees working an average of 42 hours a week. But, in this case, the manager wanted his employees to have every other weekend off.
To achieve that much time-off in a 24/7 operation, I would normally recommend 12-hour shifts. But this facility only needed coverage for 16 hours a day, so 12-hour shifts would not be a good fit. The only other solution would be to increase the staff size.
I decided to show the manager schedules for 4, 5, and 6 employees. This way I was able to show how the different staffing levels affected his goal of having every other weekend off. If he wanted to hire more staff over time, he had schedules for each level of staffing.
For each staff size, I created 2 patterns: one with lots of consecutive days worked (7 or 8) and one with few consecutive days worked. All of them had the same number of weekends off, but fhe former had longer breaks and longer weekends off (3 and 4 days). This way the employees could compare the two to decide which one they preferred.
Custom-designed schedules illustrate different approaches for reaching your goals. They can help with staffing decisions and with obtaining employee buy-in for a new schedule. Seeing actual examples of the different approaches supports making superior workforce decisions.
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Main Street businesses face three major challenges when it comes to scheduling their employees:
Coverage, i.e. matching the number of people at work with a workload that varies by time of day and day of the week.
Staffing, i.e. figuring out the best mix of full-time and part-time employees.
Weekends, i.e. alternating the weekend work, so that employees don't have to work every weekend (unless they want to, of course).
Managers don't have time to devote much attention to these challenges. They're too busy running the business and handling all the daily problems. They don't realize they're: (1) spending more than necessary for staffing, (2) irritating customers with slow response times, and (3) frustrating employees who want more weekends off.
Let's take a closer look at each of these challenges.
Variable Workloads
The primary purpose of the employee work schedule is to align the coverage with the workload. In other words, to match the number of people at work with the volume of work at that particular time. During busy periods, more employees should be scheduled to work; when it's slow; fewer people should be scheduled.
Some businesses can control the workload by making appointments with customers (e.g., doctors, dentists, and vets). Most businesses can't do that. They have workloads that vary by time of day and/or by day of the week, often in a fairly predictable manner. For many companies, late afternoons and early evenings (when their customers get off work) are busy times. For others, it's the weekends. The ideal schedule will reflect these changes in demand.
Few businesses keep data on customer volumes on an hourly basis, so they have to rely on more subjective feelings about the workload over broad periods of time. Here's an example. A local hardware store thinks the busy times are first thing in the morning (contractors), evenings, and weekends. They created a table showing the coverage requirements throughout the week as shown below:
Time
Wed
Thu
Fri
Sat
Sun
Mon
Tue
8a - 9a
3
3
3
3
3
3
3
9a - 3p
2
2
2
6
6
2
2
3p - 7p
4
4
4
4
4
4
4
Any business with a variable workload should put together a coverage table like this one. This table then becomes the target for the schedule. You can read more about the steps to create an effective work schedule for a variable workload here: https://www.shift-schedule-design.com/81.html.
Staffing
Small businesses often employ both full-time and part-time employees. Full-time employees will want benefits like paid holidays, vacations, sick time, health insurance, and maybe 401Ks. They also want 40 hours of pay every week, which can be difficult to achieve if the shifts are shorter than 8 hours. Part-time employees are less expensive and sometimes more flexible. They are open to working short shifts and odd shifts throughout the week. However, finding and maintaining good, dependable part-time workers can be a tough, time-consuming job.
Many years ago, I owned an independent video store. We had 3 full-time people and a number of part-time people who were mostly students. The full-time employees worked a fairly permanent schedule, usually an 8-hour shift (9:30 a.m. to 6:00 p.m.). The part-time people did the closing shift (4:00 p.m. to 9:00 p.m.) and most of the weekend work. We scheduled them around their availability due to class schedules and other commitments. We overlapped the shifts in the evening because that was the busiest time of day. Friday and Saturday were the busiest days of the week, so we would schedule the most staff to work on those days, especially during the evenings.
Many part-time employees can only work weekends or certain days of the week because they are students or it's their second job. If these part-time employees are highly valued and/or hard to replace, the business must plan around their availability. This can make the schedule design for the full-time employees much more difficult.
Weekends
Most businesses schedule their full-time employees to a single shift on the same 5 days every week. If the business is open on weekends, some of the employees may have to work every weekend as shown below:
Emp
Wed
Thu
Fri
Sat
Sun
Mon
Tue
Hours
A
d8
d8
d8
d8
d8
-
-
40
B
-
-
d8
d8
d8
d8
d8
40
C
d8
d8
-
-
-
d8
d8
32
In this example, Employee A works Wed-Sun every week, Employee B works every Fri-Tue, and Employee C works every Mon-Thu. Employees A and B work every weekend, while Employee C gets every weekend off.
Most full-time employees want to avoid or minimize the number of weekend days they have to work. When a business is open one or more weekend days, they should consider schedules that provide occasional weekends off. This is done by creating a schedule with rotating days of work. Let's revise the schedule above to rotate the days of work and the weekends off.
Emp/Week
Wed
Thu
Fri
Sat
Sun
Mon
Tue
Hours
A / Week 1
d8
d8
d8
d8
d8
-
-
40
B / Week 2
-
-
d8
d8
d8
d8
d8
40
C / Week 3
d8
d8
-
-
-
d8
d8
32
This is a 3-week schedule. Employee A begins the schedule in Week 1, Employee B begins in Week 2, and Employee C begins in Week 3. After finishing the initial week, they all rotate to the next week of the schedule. Emp. A moves to Week 2, Emp. B moves to Week 3, and Emp. C moves to Week 1. With this pattern, all 3 employees get a 3-day weekend off once every 3 weeks. Unlike the previous schedule with fixed days of work, they would share equally in the number of weekends worked (and the number of weekends off).
Summary
Many Main Street businesses are now open more than 8 hours a day and more than 5 days a week. This can make it difficult to create a work schedule for the employees. The three biggest scheduling challenges are: (1) matching the coverage with a workload that varies throughout the day and the week, (2) juggling the mix of full-time and part-time employees, and (3) alternating the weekend work so it is more fairly distributed.
We showed how creating a coverage table becomes the basis for the schedule. This will help you decide the best mix of shift lengths and the number of people to put on each shift. You want to have the right number of people at work to handle the volume of work expected for that particular time period. You don't want to have a bunch of employees standing around with nothing to do either.
The staffing mix depends on the quality and availability of full-time and part-time employees. If good part-time employees are easy to find, the schedule design can start with the full-time people. Part-time people would be used to fill the gaps in the coverage, to work shifts shorter than 8 hours, and/or to cover a lot of the weekend shifts. If you can only find a few, key part-time workers, you may be forced to design the schedule around their availability.
Full-time employees prefer to have weekend days off. You may not be able to give them every weekend off, but you can alternate the weekend work. This requires a schedule with rotating days of work. Although employees tend to prefer fixed days of work (so their days off are predictable), you'll have to explain the need for rotating days of work so that everyone is treated equally in terms of weekends off.
We've written several articles about schedules for companies that operate on a less than 24/7 basis. You might want to check these out.
https://www.shift-schedule-design.com/Blog?m8:post=work-schedules-for-businesses-open-more-than-8-hours-day-or-5-days-week
https://www.shift-schedule-design.com/Blog?m8:post=employee-work-schedules-for-retail-and-service-businesses
https://www.shift-schedule-design.com/Blog?m8:post=schedules-in-the-hospitality-industry
https://www.shift-schedule-design.com/Blog?m8:post=restaurant-work-schedules
https://www.shift-schedule-design.com/Blog?m8:post=car-dealership-schedules
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