“Work-life balance” is largely a desire for more time off from work. That’s why so many employees want to change their work schedules. They want more days off and, for jobs that require Saturday and/or Sunday work, more full weekends off. In facilities that run 24/7, this often leads to a search for a schedule using 10 or 12-hour shifts, or a work pattern with less than 40 hours of work per week. Even though this means longer days of work or reduced compensation, many employees feel the extra time off is worth it.

Unfortunately, this can be in direct conflict with the common employer goal of maximizing employee utilization. For work schedules, this means achieving maximum coverage for the lowest possible cost. In 24/7 operations, “lowest cost” often requires keeping the headcount as low as possible and adopting a schedule that averages 42 hours a week (Why Eliminating Overtime in 24/7 Schedules Can Be Costly).

Thus, when it comes to choosing the best work schedule, management and the workers have different goals. Employees focus on the time off. Managers focus on minimizing headcount and cost. So, how do you strike a balance between these opposing points of view?

If you start from the employee perspective, you could end up with something that the employer just can’t afford. A good example is a company that works 24/7 and has a relatively steady workload. The employees want to change from 8-hour shifts to 10-hour shifts. This would require the company to hire 25% more staff (10 hour shifts). For most companies, this is clearly infeasible.

But, if you ignore what the employees want, you risk having high turnover, increased absences, and reduced productivity. As Mike Michalko recently commented on my website, “Too little emphasis on the employee leads to turnover and the high costs associated with onboarding and training. This is aggravated with needed positions in a highly competitive job market. If an employer doesn't address employee satisfaction, they'll end up training someone else's workforce.”

So, where do you start? I think it’s important to reflect on the reason you have a schedule in the first place. Most people think of the schedule as an on-off work pattern for a specific shift length, for example, a 5-on-3-off pattern for 8-hour shifts or a 2-3-2 pattern for 12-hour shifts. While it's true that the shift length and work pattern are essential components of the schedule, they don’t explain why the schedule is needed. 

 
The real purpose of the schedule is to ensure proper coverage:  the right number of people with the right skills at the right time and place. If the coverage isn’t adequate or matched to regular variations in the workload, the group won’t be able to provide the amount or quality of product/service expected by its customers. The schedule ensures that the organization effectively fulfills its purpose of satisfying the needs of its customers.

Therefore, the top priority for the schedule must be to maintain a level of coverage that matches customer demand. In most cases, more than one approach (usually different shift lengths) is possible. I’ve previously discussed how the hours of operation and the workload variability dictate the best choice of shift length(s):  (Shift Length Selection).

As an example, consider a company that operates 24/7 and needs 2 people working at all times. They first have to decide whether to use fixed shifts and rotating shifts. As a general rule, employees prefer fixed shifts whereas employers prefer rotating shifts (Fixed shifts vs. rotating shifts). In this example, we’ll assume they choose fixed shifts. Next, they have a choice between 8-hour shifts or 12-hour shifts. The 8-hour fixed shifts will require 9 employees working an average of 37.3 hours a week, whereas the 12-hour fixed shifts will require 8 employees averaging 42 hours a week. They decide to narrow the search to these two approaches.

For each approach, several different work patterns are possible. These patterns will vary in terms of the number of consecutive days of work and the nature of the days off. In general, the longer the blocks of work days, the longer the blocks of days off and the longer the weekends off.

Once the alternative patterns are developed, the company should involve the employees who will be working the schedule (Strategic Schedulers Enjoy Remarkable Success). The workers must choose between longer days of work more time off. They also must choose between longer blocks of work days and longer blocks of days off. The majority will decide how important work-life balance is and what sacrifices they are willing to make to achieve it.

To summarize, these are the recommended steps in changing employee work schedules:

1.       Establish the organization’s coverage requirements by time of day and by day of the week. Do you need the same number of people all day long? Maybe there is less work during the nighttime. Do you need the same number of people throughout the week? Maybe there is less work during the weekends. Here’s an example for a company that works 24/7:

2.       Identify different approaches (usually two different shift lengths) that will efficiently achieve the organization’s coverage requirements. The hours of operation and regular workload variations will play a key role in this step. Approaches that are highly inefficient will not be considered, e.g., unnecessary double coverage or excessive staffing requirements.

3.       Find alternative work patterns for each approach. Alternatives will vary the number of consecutive days of work, which will affect the amount and the nature of the time off.

4.       Involve employees in the review of all the options and final selection of the schedule. This gives them the opportunity to decide whether the improved time off is worth the (a) longer days of work, (b) more consecutive days of work, and/or (c) the average weekly hours of work.

Although work-life balance is not the starting point when changing work schedules, it is addressed by identifying different approaches/patterns that satisfy the coverage requirements, and then allowing employees to review, discuss, and vote on their preferred option. Shift Schedule Design can help you find the best approaches and associated work patterns. Please click on the link below to get started:

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Is your business open more than 8 hours a day or more than 5 days a week? If so, do you have a set schedule for your employees, or are you creating a new schedule every week based on individual employee availability and preferences? A set schedule will benefit both you and your employees.

• You won't have to spend so much time creating new schedules.
• You won't have to struggle with being short-handed because you couldn't fill a time slot (i.e. a shift).
• Employees will appreciate knowing far in advance when they have to work and, more importantly, when they will be off.
• Employees like getting occasional weekends off (as opposed to having to work every Saturday, for example).

Unlike 24/7 schedules, free examples of schedules for your type of business are hard to find because there are too many possibilities: 

• Different hours of operation.
• Different coverage requirements.
• Different number of employees.
• Different mix of full-time and part-time employees.
• Different pay weeks.

What do schedules for less than 24/7 coverage look like? Well, that depends on all of the above variables. Here are 2 simple examples:

Example #1. Open 10 hours a day all week. Need at least 2-person coverage at all times. Busiest day is Monday. 4 full-time staff. Pay week begins on Thursday.

Each crew (A and B) has 2 employees working a 10-hour day shift (D10). Crew A begins the schedule in Week 1; Crew B begins in Week 2. After finishing the initial week, they rotate to the next week of the schedule. Crew A rotates to Week 2, while Crew B rotates to Week 1. They continue this 2-week pattern indefinitely. Note that Monday is the only day of the week with two D10s underneath it. That means both crews are scheduled to work on this busiest day of the week. Note that the schedule begins on Thu. Had we started with a different day, the 2-day break in Week 2 might not have fallen on the weekend (Sat & Sun).

Example #2. Open 14 hours a day (7 a.m. to 9 p.m.) on Mon-Sat. Need at least 1-person coverage at all times. Need 2-person coverage from 4 p.m. to 7 p.m. 2 full-time staff and 2 part-time staff. Pay week begins on Saturday.
 

The two full-time employees (A & B) work a 2-week schedule on a 12-hour day shift (D12) that runs from 7 a.m. to 7 p.m. Employee A begins in Week 1, while Employee B begins in Week 2 of the schedule. After finishing the initial week, they rotate the the next week. Employee A rotates to Week 2 and Employee B rotates to Week 1. The two part-time employees (C & D) do not rotate. They work the same 3 days each week. C works a 5-hour afternoon shift (a5) from 4 p.m. to 9 p.m. on Thu, Fri, and Sat. D works the same shift Mon, Tue, and Wed. The 5-hour shift overlaps the 12-hour shift from 4 p.m. to 7 p.m. giving the company the 2-person coverage they are looking for.
 

We could keep going, but unless you happen to have the same combination of hours, coverage requirements, staff size/composition, and pay week, additional examples aren't going to be much help. So what's the best approach for creating a schedule? You can contact us for help (Request Quote) or you can follow the steps that we do (Employee Work Schedules).

The best schedule for any group that works 24/7 depends primarily on 2 things: (1) the workload distribution, and (2) employee preferences. The workload distribution and associated coverage requirements should be the starting point for all scheduling decisions. Starting with anything else will lead to ineffective or inefficient solutions. Read this article for a more complete explanation: https://www.shift-schedule-design.com/Blog?m8:post=the-real-purpose-of-a-shift-schedule.

Workload Distribution. If the workload is steady at all times, 8-hour or 12-hour shifts would be the best choice. If the workload varies by time-of-day, you will either need to allocate more staff to certain shifts or adopt a schedule with overlapping shifts (e.g., 10-hour shifts or combined 8 and 12-hour shifts). If the workload varies by day-of-the-week (or weekdays vs. weekends), you will need a custom-designed work pattern.

Employee Preferences. If you ask employees for their preferences, roughly 80% will say 8-hour shifts. However, if you show them examples of 8 and 12-hour schedules, 80% will prefer the 12-hour schedules. That's why it's important for them to see actual examples rather than just voicing an opinion on what they want.

There is more than just shift length to consider, of course. Should you have fixed shifts or rotating shifts (https://www.shift-schedule-design.com/Fixed_Shifts)? What are the best shift start/end times (https://www.shift-schedule-design.com/Blog?m8:post=fatigue-in-the-workplace-early-day-shift-start-times)? What's the best way to handle absence coverage (https://www.shift-schedule-design.com/Blog?m8:post=how-to-cover-absences)?

If you would like to learn more, please fill out this form to get a quote for our schedule design services (Request Quote).

I had a client from a local motel ask for help with the staffing and scheduling of her motel's housekeepers and maintenance staff. She said these two groups were running up big overtime bills. The managers complained about being under-staffed and over-burdened with scheduling issues.

I'm going to describe what I did to address these problems because I think they are common to many hotels, motels, and bed & breakfast establishments.
 

I started by asking my client how long it took the employees to do their jobs. She said the housekeepers only needed 8 hours a day, while the maintenance crew was active for 16 hours day. Both jobs were needed 7 days a week. Then I asked her how many people she needed at work each day.
 

The housekeepers needed 9-person coverage on an 8/7 basis (8 hours/day for 7 days/week). I told her that this would require at least 12 employees. They could be organized into 4 crews of 3 people each. This was quite a few less than the 16 people they currently employed. However, because this group had a high absence rate, my client decided to increase the crew size to 4 people. This was probably more extra coverage than necessary, but it avoided layoffs. This would completely eliminate the need for overtime to cover absences. They would work a 4-week schedule in which three weeks were 40 hours and one week was 48 hours. This would average 42 hours a week over the 4-week period.

The maintenance crew needed 1-person coverage in the mornings and evenings. They needed 2-person coverage in the afternoons. This would require three 8-hour shifts. Because they worked fixed shifts, this would take six employees (2 per shift). I laid out a 2-week pattern for my client. In order to give everyone 40 hours of work each week, there would be 3 days a week in which both employees on each shift were scheduled to work.

I suggested that she consider two 10-hour shifts instead of three 8-hour shifts. The shifts would overlap for 4 hours giving them the desired 2-person coverage for part of the afternoon. This would only require 4 employees and there would only be one day a week in which all 4 employees had to work. She decided that the absence rate was low enough in this group that it wouldn't be necessary to build in extra coverage like she did with the housekeepers. Due to various problems with some of the maintenance staff, layoffs were not a concern for her.
 

Do you have a similar situation in your hotel or B&B? Can't figure out the best staff size? Have trouble maintaining the right coverage? Are you experiencing high overtime levels or absences that can't be covered? Instead of having a manager create a new schedule every week, you need a set schedule that produces the desired coverage with minimal staffing/overtime costs. Please contact us today for help. Here's a link to request a quote for our services.

During this past week, I was contacted by two foreign companies with labor contracts that limited the annual hours of work for their employees. They wanted me to design schedules that didn't exceed an annual target (1,712 in one case and 1,816 in the other).
 

To “simplify” the assignment, I converted the annual figures into weekly numbers by dividing the annual hours by 52 weeks: 

• 1,712 hours/year divided by 52 is 32.9 hours/week
• 1,816 hours/year divided by 52 is 34.9 hours/week 

With 12-hour shifts, the average weekly hours worked depends on the number of crews. Here are the averages:  

• 4 crews work an average of 3.5 shifts a week or 42 hours a week
• 5 crews work an average of 2.8 shifts a week or 33.6 hours a week
• 6 crews work an average of 2.33 shifts a week or 28 hours a week 

A 5-crew schedule would only work with rotating shifts, whereas the 4-crew or 6-crew schedules would work with either fixed or rotating shifts. To minimize the staffing requirements, we decided to use the 5-crew approach with rotating 12-hour shifts that average 33.6 hours/week. This worked fine for the company with the higher limit (34.9 hours/week), but not for the other company (32.9 hours/week).
 

This could be resolved by either incorporating a 30-minute unpaid meal break or scheduling a vacation period every year to reduce the hours of work. This starts to get complicated quickly, so I won't go into all the details here. I just wanted to show you how this sort of challenge can be addressed.

Search for information about 24/7 schedules and you'll find multiple websites showing examples of popular work patterns, e.g., Continental, Pitman, DuPont, 6-on-3-off, 4-on-2-off, etc. You get the impression that these schedule templates are good for any group that works around-the-clock. All you need to do is choose the option you like best.
 

This is highly misleading. There are three reasons why:

1. Coverage. Smaller organizations rarely need the same number of people working at all times. Yet the free templates found on the Internet produce constant coverage on a 24/7 basis. The primary reason you have a schedule is to match the coverage with the workload, so why would you want a schedule that doesn't do that? It would be a huge waste of your resources.
    
2. Staffing. Each template works best with a specific number of crews (usually 4). If your staff size isn't a multiple of this number, the crews will not be the same size which will result in uneven coverage. Another staffing issue has to do with schedule attractiveness. Some templates look great, but require way more employees than other, more efficient patterns. Don't get seduced by a schedule's attractiveness.
    
3. Pay Week. Each template works best for a certain overtime / pay week, e.g., Sunday to Saturday. Some schedules can be modified, but some can't. This can result unbalanced work week hours and in the loss of weekends off for employees. 

So, if looking through popular work patterns is not a good way to find a new 24/7 shift schedule, what's the best approach?
 

You should always start with the workload distribution and the associated coverage requirements. How many people do you need at work on each shift? Does this stay the same all week?
 

When we design schedules, we compare the coverage requirements with your staff size and the average hours worked each week to determine what is feasible. Sometimes, overtime may need to be built into the schedule to avoid gaps in coverage. Occasionally there may be more staff than necessary, so we'll show you different ways to utilize these "extra" resources.

We then evaluate your schedule preferences to see if this creates any problems. If the resources are adequate for the coverage and scheduling preferences, we start the actual shift schedule design. Often, we can apply common scheduling patterns as a starting point, and modify them to fit your unique circumstances.

We create several different shift schedule options to show you the range of possibilities, such as the number of consecutive days worked, different shift lengths, relief coverage, and so on. The goal is to satisfy your specifications and explore possibilities you may not have considered.

What is a better schedule anyway?

Ask employees, and some will tell you, "10-hour shifts from Mon-Thu." Others may say, "12-hour fixed shifts with every other weekend off." The common themes are the preferred shift length and format (fixed shifts vs. rotating shifts).

Ask managers, and some will say, "We need more coverage on the 2nd shift because that's the busiest part of the day." Others will say, "We need to hire more staff, but upper management has a lid on hiring" or "Overtime is killing us, so we need a schedule that will reduce it." The common themes with this group are coverage and costs.

Unfortunately, the best solutions for employees probably will not produce the best results for managers. For example, 10-hour shifts in 24/7 operations require at least 25% more staff than 8 or 12-hour shifts. And fixed shifts can increase the staffing requirements even further. Ouch! Some of the scheduling preferences just aren't feasible, and some may compromise the organization's mission.

Most organizations simply can't afford to adopt the types of schedules that employees wish they had. So the question becomes, will the best solutions for managers produce good results for employees? I believe they can. Employees won't get their fantasy schedule, but they will get an attractive pattern with good breaks and maximum possible weekends off.

Here is how I define the "best" shift schedules. They should address three goals: (1) optimize coverage, (2) minimize costs, and (3) maximize employee satisfaction. These goals are in priority order. In other words, when designing a schedule, you should start with the coverage allocation, then work on keeping costs down, and finally on what makes employees happy. Reversing this order can wreak havoc on the organization. Here's another article that explains this in much greater detail:  https://www.shift-schedule-design.com/Shift_Schedule_Design_for_Dummies. 

When companies expand from working 5 days a week to 7 days a week, they start by having the current employees work overtime on the weekend. Over time, however, management faces a tough choice:

1. Continue to rely on weekend overtime. To avoid alienating the current workforce, management can continue relying on weekend overtime to meet demand. Unfortunately, the situation will eventually become worse with excessive costs, lower productivity, quality and safety issues, and personnel problems such as increased absenteeism and turnover. By the time management realizes this, employees will have become addicted to the overtime and it will be difficult to change anything.
    
2. Hire a weekend crew. The company can keep the current employees on their Monday through Friday schedule and hire new employees for a weekend crew. Because it's difficult to find and retain good part-time employees, companies usually hire a full-time weekend crew that works 12-hour shifts on Friday, Saturday and Sunday. Double coverage every Friday is expensive. So is the common practice of paying the weekend crew for 40 hours instead of the 36 hours they actually work. Less experience on the weekend crew results in lower productivity. Personnel that work weekends often do so to get their foot in the door. After a year or more of waiting to be hired, they may get frustrated, leading to increased turnover and absenteeism. You can read more here: https://www.shift-schedule-design.com/Blog?m8:post=weekend-crews.
    
3. Adopt a 24/7 schedule. While the two options discussed above minimize the impact on the current workforce, they have some serious disadvantages. They might be safe from a labor relations perspective, but the cost can be considerable. The best way to avoid those costs is to adopt a 24/7 schedule. I've previously recommended a process to follow:  https://www.shift-schedule-design.com/Schedule_Selection_Process. I've also discussed incremental steps to take: https://www.shift-schedule-design.com/Expand_from_5_to_7_Days. For examples of different 24/7 schedules, please check this out: https://www.shift-schedule-design.com/Schedule_Examples.

California is one of the few states with overtime laws that differ from the federal guidelines. Companies in California are required to pay overtime when employees work more than 8 hours a day. This is why 12-hour shifts are rarely used in that state.

I have never attempted to understand this state's complex requirements and exceptions. I always advise prospective clients to have their legal representative research this before having me design schedules with anything other than 8-hour shifts.

Recently, I was contacted by Cindy Opeka of O'Peka HR Consulting who stated that she might be able to help. I don't have first-hand experience with her expertise, but thought I would share her comments with you. Here's what she said:

"I'm currently working with a client who is dealing with the Department of Labor. They are up against thousands of dollars in fines. If you work with CA customers, I'd be happy to share info at no charge. I just want to help small employers avoid penalties."

If you would like to reach her, the website is https://hrsolutions-oc.com/. Her email address is: copeka@comcast.net and her phone number is:  (916) 337-4719.