IDEAS home Printed from https://ideas.repec.org/a/pal/jorsoc/v58y2007i8d10.1057_palgrave.jors.2602215.html
   My bibliography  Save this article

Weekly staff scheduling with workstation group restrictions

Author

Listed:
  • L Wan

    (Amazon.com)

  • J F Bard

    (The University of Texas)

Abstract

This paper addresses the weekly adjustment problem for staff scheduling when movement restrictions exist between workstation groups (WSGs). In practice, it is common for employees to be organized into physical or logical groups to match the layout of a facility or to facilitate managerial oversight. A complication in the problem arises when each employee is required to spend more time at his or her assigned home base during the week than at any other WSG. This conflicts with a common strategy of reassigning employees to different WSGs when idle time exists in their schedules. Ordinarily, the full problem is tackled with a two-phase approach, where optimal shifts and overtime allocations are first derived and then tasks are assigned. When movement restrictions exist in a facility, this approach is no longer practical or even possible for all but the smallest instances. Alternatively, a new model is proposed that integrates WSG restrictions with the shift scheduling and task assignment constraints. The model takes the form of a large-scale integer program and is solved with one of two decomposition heuristics. The first splits the movement restrictions network into manageable pieces; the second uses column generation to identify good individual schedules that are used to construct a set-covering-type master problem. A solution to the master problem provides a feasible solution to the original integer program. Extensive testing was done with data obtained from the U.S. Postal Service mail processing and distribution center in Dallas. The results show that good feasible solutions can be obtained in less than an hour.

Suggested Citation

  • 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.
  • Handle: RePEc:pal:jorsoc:v:58:y:2007:i:8:d:10.1057_palgrave.jors.2602215
    DOI: 10.1057/palgrave.jors.2602215
    as

    Download full text from publisher

    File URL: http://link.springer.com/10.1057/palgrave.jors.2602215
    File Function: Abstract
    Download Restriction: Access to full text is restricted to subscribers.

    File URL: https://libkey.io/10.1057/palgrave.jors.2602215?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    As the access to this document is restricted, you may want to search for a different version of it.

    References listed on IDEAS

    as
    1. R. N. Burns & M. W. Carter, 1985. "Work Force Size and Single Shift Schedules with Variable Demands," Management Science, INFORMS, vol. 31(5), pages 599-607, May.
    2. Turgut Aykin, 1996. "Optimal Shift Scheduling with Multiple Break Windows," Management Science, INFORMS, vol. 42(4), pages 591-602, April.
    3. Berrada, Ilham & Ferland, Jacques A. & Michelon, Philippe, 1996. "A multi-objective approach to nurse scheduling with both hard and soft constraints," Socio-Economic Planning Sciences, Elsevier, vol. 30(3), pages 183-193, September.
    4. Billionnet, Alain, 1999. "Integer programming to schedule a hierarchical workforce with variable demands," European Journal of Operational Research, Elsevier, vol. 114(1), pages 105-114, April.
    5. Ernst, A. T. & Jiang, H. & Krishnamoorthy, M. & Sier, D., 2004. "Staff scheduling and rostering: A review of applications, methods and models," European Journal of Operational Research, Elsevier, vol. 153(1), pages 3-27, February.
    6. Oded Berman & Richard C. Larson & Edieal Pinker, 1997. "Scheduling Workforce and Workflow in a High Volume Factory," Management Science, INFORMS, vol. 43(2), pages 158-172, February.
    7. S R Agnihothri & A K Mishra & D E Simmons, 2003. "Workforce cross-training decisions in field service systems with two job types," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 54(4), pages 410-418, April.
    8. Ahmad I. Z. Jarrah & Jonathan F. Bard & Anura H. deSilva, 1994. "Solving Large-Scale Tour Scheduling Problems," Management Science, INFORMS, vol. 40(9), pages 1124-1144, September.
    9. Aronson, Jay E., 1986. "The multiperiod assignment problem: A multicommodity network flow model and specialized branch and bound algorithm," European Journal of Operational Research, Elsevier, vol. 23(3), pages 367-381, March.
    10. 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.
    11. Easton, F. F. & Rossin, D. F., 1997. "Overtime schedules for full-time service workers," Omega, Elsevier, vol. 25(3), pages 285-299, June.
    12. Lori S. Franz & Janis L. Miller, 1993. "Scheduling Medical Residents to Rotations: Solving the Large-Scale Multiperiod Staff Assignment Problem," Operations Research, INFORMS, vol. 41(2), pages 269-279, April.
    13. Campbell, Gerard M. & Diaby, Moustapha, 2002. "Development and evaluation of an assignment heuristic for allocating cross-trained workers," European Journal of Operational Research, Elsevier, vol. 138(1), pages 9-20, April.
    14. William P. Pierskalla, 1968. "Letter to the Editor—The Multidimensional Assignment Problem," Operations Research, INFORMS, vol. 16(2), pages 422-431, April.
    15. Stephen E. Bechtold & Larry W. Jacobs, 1990. "Implicit Modeling of Flexible Break Assignments in Optimal Shift Scheduling," Management Science, INFORMS, vol. 36(11), pages 1339-1351, November.
    Full references (including those not matched with items on IDEAS)

    Citations

    Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
    as


    Cited by:

    1. Van den Bergh, Jorne & Beliën, Jeroen & De Bruecker, Philippe & Demeulemeester, Erik & De Boeck, Liesje, 2013. "Personnel scheduling: A literature review," European Journal of Operational Research, Elsevier, vol. 226(3), pages 367-385.
    2. M A Haughton, 2009. "An alternative tactic to deal with the contingency of driver absenteeism," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 60(9), pages 1207-1220, September.
    3. G M Campbell, 2011. "A two-stage stochastic program for scheduling and allocating cross-trained workers," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 62(6), pages 1038-1047, June.

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. 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.
    2. Jonathan F. Bard & Lin Wan, 2008. "Workforce Design with Movement Restrictions Between Workstation Groups," Manufacturing & Service Operations Management, INFORMS, vol. 10(1), pages 24-42, November.
    3. 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.
    4. Jens Brunner & Jonathan Bard & Rainer Kolisch, 2009. "Flexible shift scheduling of physicians," Health Care Management Science, Springer, vol. 12(3), pages 285-305, September.
    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. Mark W. Isken & Osman T. Aydas, 2022. "A tactical multi-week implicit tour scheduling model with applications in healthcare," Health Care Management Science, Springer, vol. 25(4), pages 551-573, December.
    7. 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.
    8. X Zhang & A Chakravarthy & Q Gu, 2009. "Equipment scheduling problem under disruptions in mail processing and distribution centres," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 60(5), pages 598-610, May.
    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. 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.
    11. Ağralı, Semra & Taşkın, Z. Caner & Ünal, A. Tamer, 2017. "Employee scheduling in service industries with flexible employee availability and demand," Omega, Elsevier, vol. 66(PA), pages 159-169.
    12. Broos Maenhout & Mario Vanhoucke, 2017. "A resource type analysis of the integrated project scheduling and personnel staffing problem," Annals of Operations Research, Springer, vol. 252(2), pages 407-433, May.
    13. 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.
    14. Melanie Erhard, 2021. "Flexible staffing of physicians with column generation," Flexible Services and Manufacturing Journal, Springer, vol. 33(1), pages 212-252, March.
    15. Haase, Knut, 1999. "Retail business staff scheduling under complex labor relations," Manuskripte aus den Instituten für Betriebswirtschaftslehre der Universität Kiel 511, Christian-Albrechts-Universität zu Kiel, Institut für Betriebswirtschaftslehre.
    16. Aykin, Turgut, 2000. "A comparative evaluation of modeling approaches to the labor shift scheduling problem," European Journal of Operational Research, Elsevier, vol. 125(2), pages 381-397, September.
    17. Brusco, Michael J. & Johns, Tony R., 1996. "A sequential integer programming method for discontinuous labor tour scheduling," European Journal of Operational Research, Elsevier, vol. 95(3), pages 537-548, December.
    18. Banu Sungur & Cemal Özgüven & Yasemin Kariper, 2017. "Shift scheduling with break windows, ideal break periods, and ideal waiting times," Flexible Services and Manufacturing Journal, Springer, vol. 29(2), pages 203-222, June.
    19. Giovanni Felici & Claudio Gentile, 2004. "A Polyhedral Approach for the Staff Rostering Problem," Management Science, INFORMS, vol. 50(3), pages 381-393, March.
    20. G M Campbell, 2011. "A two-stage stochastic program for scheduling and allocating cross-trained workers," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 62(6), pages 1038-1047, June.

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:pal:jorsoc:v:58:y:2007:i:8:d:10.1057_palgrave.jors.2602215. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Sonal Shukla or Springer Nature Abstracting and Indexing (email available below). General contact details of provider: http://www.palgrave-journals.com/ .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.