IDEAS home Printed from https://ideas.repec.org/a/spr/jsched/v21y2018i2d10.1007_s10951-017-0512-6.html
   My bibliography  Save this article

The impact of overtime as a time-based proactive scheduling and reactive allocation strategy on the robustness of a personnel shift roster

Author

Listed:
  • Jonas Ingels

    (Ghent University)

  • Broos Maenhout

    (Ghent University)

Abstract

The workforce size and the overtime budget have an important impact on the total personnel costs of an organisation. Since the personnel costs represent a significant fraction of the operating costs, it is important to define an appropriate hiring and overtime policy. Overtime is defined as an extension of the daily working time or the total working time over the planning period. In this paper, we make the distinction between scheduled and unscheduled overtime when we define the overtime policy. Scheduled overtime is proactively assigned in the baseline personnel roster whereas unscheduled overtime is allocated as a reactive strategy to overcome operational disruptions. The hiring and overtime policy undoubtedly influence the robustness included in a personnel roster, i.e., the capability of an organisation to deal with roster disruptions at an acceptable cost. In this paper, we investigate the trade-off between the hiring budget and the overtime budget and the way overtime should be allocated in the personnel management process. The latter comprehends a trade-off between the proactive scheduling of overtime and the reservation of overtime to balance supply and demand in response to operational variability. Insights are obtained by exploring three different strategies to compose a personnel shift baseline roster. We verify the robustness of each of these strategies by applying a three-step methodology that thrives on optimisation and simulation and we formulate some managerial guidelines to define an appropriate hiring and overtime policy.

Suggested Citation

  • Jonas Ingels & Broos Maenhout, 2018. "The impact of overtime as a time-based proactive scheduling and reactive allocation strategy on the robustness of a personnel shift roster," Journal of Scheduling, Springer, vol. 21(2), pages 143-165, April.
    • Handle: RePEc:spr:jsched:v:21:y:2018:i:2:d:10.1007_s10951-017-0512-6
    DOI: 10.1007/s10951-017-0512-6
    as

    Download full text from publisher

    File URL: http://link.springer.com/10.1007/s10951-017-0512-6
    File Function: Abstract
    Download Restriction: Access to the full text of the articles in this series is restricted.
    File URL: https://libkey.io/10.1007/s10951-017-0512-6?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. 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.
    2. Ahmed, Mohamed A. & Alkhamis, Talal M., 2009. "Simulation optimization for an emergency department healthcare unit in Kuwait," European Journal of Operational Research, Elsevier, vol. 198(3), pages 936-942, November.
    3. Vanhoucke, Mario & Maenhout, Broos, 2009. "On the characterization and generation of nurse scheduling problem instances," European Journal of Operational Research, Elsevier, vol. 196(2), pages 457-467, July.
    4. Abdelghany, Khaled F. & Abdelghany, Ahmed F. & Ekollu, Goutham, 2008. "An integrated decision support tool for airlines schedule recovery during irregular operations," European Journal of Operational Research, Elsevier, vol. 185(2), pages 825-848, March.
    5. Ahmed Abdelghany & Goutham Ekollu & Ram Narasimhan & Khaled Abdelghany, 2004. "A Proactive Crew Recovery Decision Support Tool for Commercial Airlines During Irregular Operations," Annals of Operations Research, Springer, vol. 127(1), pages 309-331, March.
    6. Tan, Justin, 2003. "Curvilinear Relationship Between Organizational Slack and Firm Performance:: Evidence from Chinese State Enterprises," European Management Journal, Elsevier, vol. 21(6), pages 740-749, December.
    7. Sergey Shebalov & Diego Klabjan, 2006. "Robust Airline Crew Pairing: Move-up Crews," Transportation Science, INFORMS, vol. 40(3), pages 300-312, August.
    8. 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.
    9. William J. Abernathy & Nicholas Baloff & John C. Hershey & Sten Wandel, 1973. "A Three-Stage Manpower Planning and Scheduling Model—A Service-Sector Example," Operations Research, INFORMS, vol. 21(3), pages 693-711, June.
    10. Easton, F. F. & Rossin, D. F., 1997. "Overtime schedules for full-time service workers," Omega, Elsevier, vol. 25(3), pages 285-299, June.
    11. A. Bruin & R. Bekker & L. Zanten & G. Koole, 2010. "Dimensioning hospital wards using the Erlang loss model," Annals of Operations Research, Springer, vol. 178(1), pages 23-43, July.
    12. Li, Ninghua & Li, Ling X., 2000. "Modeling staffing flexibility: A case of China," European Journal of Operational Research, Elsevier, vol. 124(2), pages 255-266, July.
    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. Akbarzadeh, Babak & Maenhout, Broos, 2024. "A study on policy decisions to embed flexibility for reactive recovery in the planning and scheduling process in operating rooms," Omega, Elsevier, vol. 126(C).
    2. Toni I. Wickert & Pieter Smet & Greet Vanden Berghe, 2021. "Quantifying and enforcing robustness in staff rostering," Journal of Scheduling, Springer, vol. 24(3), pages 347-366, 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. Ingels, Jonas & Maenhout, Broos, 2019. "Optimised buffer allocation to construct stable personnel shift rosters," Omega, Elsevier, vol. 82(C), pages 102-117.
    2. Jonas Ingels & Broos Maenhout, 2017. "Employee substitutability as a tool to improve the robustness in personnel scheduling," OR Spectrum: Quantitative Approaches in Management, Springer;Gesellschaft für Operations Research e.V., vol. 39(3), pages 623-658, July.
    3. Maenhout, Broos & Vanhoucke, Mario, 2018. "A perturbation matheuristic for the integrated personnel shift and task re-scheduling problem," European Journal of Operational Research, Elsevier, vol. 269(3), pages 806-823.
    4. Ellen Bockstal & Broos Maenhout, 2019. "A study on the impact of prioritising emergency department arrivals on the patient waiting time," Health Care Management Science, Springer, vol. 22(4), pages 589-614, December.
    5. Borgonjon, Tessa & Maenhout, Broos, 2022. "An exact approach for the personnel task rescheduling problem with task retiming," European Journal of Operational Research, Elsevier, vol. 296(2), pages 465-484.
    6. De Bruecker, Philippe & Beliën, Jeroen & Van den Bergh, Jorne & Demeulemeester, Erik, 2018. "A three-stage mixed integer programming approach for optimizing the skill mix and training schedules for aircraft maintenance," European Journal of Operational Research, Elsevier, vol. 267(2), pages 439-452.
    7. Smirnov, Dmitry & Huchzermeier, Arnd, 2020. "Analytics for labor planning in systems with load-dependent service times," European Journal of Operational Research, Elsevier, vol. 287(2), pages 668-681.
    8. Tohidi, Mohammad & Kazemi Zanjani, Masoumeh & Contreras, Ivan, 2021. "A physician planning framework for polyclinics under uncertainty," Omega, Elsevier, vol. 101(C).
    9. Maenhout, Broos & Vanhoucke, Mario, 2013. "An integrated nurse staffing and scheduling analysis for longer-term nursing staff allocation problems," Omega, Elsevier, vol. 41(2), pages 485-499.
    10. Wolbeck, Lena & Kliewer, Natalia & Marques, Inês, 2020. "Fair shift change penalization scheme for nurse rescheduling problems," European Journal of Operational Research, Elsevier, vol. 284(3), pages 1121-1135.
    11. Brusco, Michael J., 2015. "A bicriterion algorithm for the allocation of cross-trained workers based on operational and human resource objectives," European Journal of Operational Research, Elsevier, vol. 247(1), pages 46-59.
    12. De Bruecker, Philippe & Van den Bergh, Jorne & Beliën, Jeroen & Demeulemeester, Erik, 2015. "Workforce planning incorporating skills: State of the art," European Journal of Operational Research, Elsevier, vol. 243(1), pages 1-16.
    13. Lai, David S.W. & Leung, Janny M.Y. & Dullaert, Wout & Marques, Inês, 2020. "A graph-based formulation for the shift rostering problem," European Journal of Operational Research, Elsevier, vol. 284(1), pages 285-300.
    14. Jiun-Yan Shiau & Ming-Kung Huang & Chu-Yi Huang, 2020. "A Hybrid Personnel Scheduling Model for Staff Rostering Problems," Mathematics, MDPI, vol. 8(10), pages 1-20, October.
    15. 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.
    16. Yiting Xing & Ling Li & Zhuming Bi & Marzena Wilamowska‐Korsak & Li Zhang, 2013. "Operations Research (OR) in Service Industries: A Comprehensive Review," Systems Research and Behavioral Science, Wiley Blackwell, vol. 30(3), pages 300-353, May.
    17. David Rea & Craig Froehle & Suzanne Masterson & Brian Stettler & Gregory Fermann & Arthur Pancioli, 2021. "Unequal but Fair: Incorporating Distributive Justice in Operational Allocation Models," Production and Operations Management, Production and Operations Management Society, vol. 30(7), pages 2304-2320, July.
    18. 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.
    19. Emir Demirović & Nysret Musliu & Felix Winter, 2019. "Modeling and solving staff scheduling with partial weighted maxSAT," Annals of Operations Research, Springer, vol. 275(1), pages 79-99, April.
    20. Jens Brunner & Jonathan Bard & Rainer Kolisch, 2009. "Flexible shift scheduling of physicians," Health Care Management Science, Springer, vol. 12(3), pages 285-305, September.

    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:spr:jsched:v:21:y:2018:i:2:d:10.1007_s10951-017-0512-6. 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.springer.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.