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Personnel Tour Scheduling When Starting-Time Restrictions Are Present

Author

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  • Michael J. Brusco

    (Information and Management Sciences Department, College of Business, The Florida State University, Tallahassee, Florida 32306-1042)

  • Larry W. Jacobs

    (Operations Management and Information Systems Department, Northern Illinois University, DeKalb, Illinois 60115)

Abstract

This paper presents an effective solution strategy for an important category of personnel scheduling problems. Specifically, we address the restricted starting-time tour-scheduling problem (RSTP), which involves the determination of the hours of the day (shifts) and days of the week (days on) that employees are assigned to work. RSTP is characterized by restrictions on the number of daily time periods in which employees may begin their shifts. Moreover, the RSTP we consider contains constraints that require separation of starting times. Such restrictions are widely encountered in practice and are based on a number of factors including managerial concerns for control of employee movements, union contractual obligations, and employee preferences for common shift starting times. A two-stage heuristic solution strategy is proposed for RSTP. We developed eight heuristic procedures based on this strategy and applied them to four sets of labor requirements, for each of 27 United Airlines (UA) airport ground stations. One of the best of these procedures yielded solution costs that averaged only 1.36 full-time-equivalent employees above very conservative LP-based lower bounds. Moreover, the solution costs obtained using this procedure were, on average, 28 percent closer to the lower bounds than solution costs obtained using UA's current scheduling system. We conclude that the two-stage heuristic solution strategy is a valuable platform from which to develop procedures for generating near-optimal solutions to this difficult class of personnel scheduling problems.

Suggested Citation

  • Michael J. Brusco & Larry W. Jacobs, 1998. "Personnel Tour Scheduling When Starting-Time Restrictions Are Present," Management Science, INFORMS, vol. 44(4), pages 534-547, April.
  • Handle: RePEc:inm:ormnsc:v:44:y:1998:i:4:p:534-547
    DOI: 10.1287/mnsc.44.4.534
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    References listed on IDEAS

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    Cited by:

    1. Arpan Rijal & Marco Bijvank & Asvin Goel & René de Koster, 2021. "Workforce Scheduling with Order-Picking Assignments in Distribution Facilities," Transportation Science, INFORMS, vol. 55(3), pages 725-746, May.
    2. Jens O. Brunner & Jonathan F. Bard & Jan M. Köhler, 2013. "Bounded flexibility in days‐on and days‐off scheduling," Naval Research Logistics (NRL), John Wiley & Sons, vol. 60(8), pages 678-701, December.
    3. Hua Ni & Hernán Abeledo, 2007. "A branch-and-price approach for large-scale employee tour scheduling problems," Annals of Operations Research, Springer, vol. 155(1), pages 167-176, November.
    4. Idris Addou & François Soumis, 2007. "Bechtold-Jacobs generalized model for shift scheduling with extraordinary overlap," Annals of Operations Research, Springer, vol. 155(1), pages 177-205, November.
    5. Michael J. Brusco & Larry W. Jacobs, 2000. "Optimal Models for Meal-Break and Start-Time Flexibility in Continuous Tour Scheduling," Management Science, INFORMS, vol. 46(12), pages 1630-1641, December.
    6. Jonathan Bard & David Morton & Yong Wang, 2007. "Workforce planning at USPS mail processing and distribution centers using stochastic optimization," Annals of Operations Research, Springer, vol. 155(1), pages 51-78, November.
    7. Batta, Rajan & Berman, Oded & Wang, Qian, 2007. "Balancing staffing and switching costs in a service center with flexible servers," European Journal of Operational Research, Elsevier, vol. 177(2), pages 924-938, March.
    8. Tolga Çezik & Oktay Günlük & Hanan Luss, 2001. "An integer programming model for the weekly tour scheduling problem," Naval Research Logistics (NRL), John Wiley & Sons, vol. 48(7), pages 607-624, October.
    9. Ferdinand Kiermaier & Markus Frey & Jonathan F. Bard, 2020. "The flexible break assignment problem for large tour scheduling problems with an application to airport ground handlers," Journal of Scheduling, Springer, vol. 23(2), pages 177-209, April.
    10. Giovanni Felici & Claudio Gentile, 2004. "A Polyhedral Approach for the Staff Rostering Problem," Management Science, INFORMS, vol. 50(3), pages 381-393, March.
    11. Robbins, Thomas R. & Harrison, Terry P., 2010. "A stochastic programming model for scheduling call centers with global Service Level Agreements," European Journal of Operational Research, Elsevier, vol. 207(3), pages 1608-1619, December.
    12. Thompson, Gary M. & Pullman, Madeleine E., 2007. "Scheduling workforce relief breaks in advance versus in real-time," European Journal of Operational Research, Elsevier, vol. 181(1), pages 139-155, August.
    13. L Wan & J F Bard, 2007. "Weekly staff scheduling with workstation group restrictions," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 58(8), pages 1030-1046, August.
    14. Thompson, Gary M. & Goodale, John C., 2006. "Variable employee productivity in workforce scheduling," European Journal of Operational Research, Elsevier, vol. 170(2), pages 376-390, April.
    15. Örmeci, E. Lerzan & Salman, F. Sibel & Yücel, Eda, 2014. "Staff rostering in call centers providing employee transportation," Omega, Elsevier, vol. 43(C), pages 41-53.
    16. M J Brusco & T R Johns, 2011. "An integrated approach to shift-starting time selection and tour-schedule construction," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 62(7), pages 1357-1364, July.
    17. Restrepo, María I. & Lozano, Leonardo & Medaglia, Andrés L., 2012. "Constrained network-based column generation for the multi-activity shift scheduling problem," International Journal of Production Economics, Elsevier, vol. 140(1), pages 466-472.
    18. Wang, Wenshu & Xie, Kexin & Guo, Siqi & Li, Weixing & Xiao, Fan & Liang, Zhe, 2023. "A shift-based model to solve the integrated staff rostering and task assignment problem with real-world requirements," European Journal of Operational Research, Elsevier, vol. 310(1), pages 360-378.
    19. Wu, Cheng-Lung & Lim, Shao Xuan, 2021. "Effects of enterprise bargaining and agreement clauses on the operating cost of airline ground crew scheduling," Journal of Air Transport Management, Elsevier, vol. 91(C).
    20. Brusco, Michael J. & Jacobs, Larry W., 2001. "Starting-time decisions in labor tour scheduling: An experimental analysis and case study," European Journal of Operational Research, Elsevier, vol. 131(3), pages 459-475, June.

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