The Group Page: Analyzing Staff Balance and Rotations
The Group Page in your system provides a comprehensive snapshot of your staff balance, focusing on shift calculations per day, within a period of one week or more. We use staff default rotation without any occurrences. Here is a breakdown of the key components and functionalities:
1. Groups:
Group 0 - Group 9: Each group represents different staff categories based on their contract hours, rotations, or other specifications. Groups may have different meanings from one company to another. It just follows the company convention when allocating a group rotation.
Group 0 signifies 0 hours contract.
Groups 1 to 7 represent different rotation patterns on a rolling rota corresponding at specific day off from the first week of the roll.
Group 8 denotes part-time staff with an Full Time Equivalent (FTE) less than 1.
Group 9 is for full time employees on set days off (not rolling) FTE = 1.
2. Parameters for Analysis:
Positions: Select the job position or positions you want to analyze within your Team.
Skills: Optionally select specific skills to focus the analysis on staff with particular skills.
Exclude Groups: Exclude specific groups from the analysis if you prefer not to consider them.
Date and Cycle: Set the starting date and the number of weeks for which you want the calculations to be made. This selection will affect the high, low, and average shifts per day within the specified cycle. If your default rotation rolls over 21 weeks, select 21. If you want to just look at a specific week, select 1.
Contract: Use the specified contract, FTE40 (Full Time), to calculate the number of holidays to allocate per day. This helps in determining the minimal number of shifts required.
Select - Use Shift FTE as default
3. How to interpret this analysis:
First of all, you can see your Headcount per group and its corresponding FTE. This is a great insight when you have to assign a rotation to a new hire. You would normally assign the lowest main group (1-7).
When selecting a cycle to match your rotation model length (i.e. 21 weeks for a 3 weeks rolling either backward or forward), you are seeing the first week roll from the selected date on the main grid. However, depending on your overall balance, it is best to look at the bottom grid which returns per weekday the highest, lowest and average number of shifts. When the lowest or average number of shifts are below your Business Requirements (BR), it means that you have less resources available than the targeted schedule output. There are two adverse consequences with such a scenario. The schedule will not be efficient and you would need overtime (xHrs) to match your Business Requirements (BR) and the system will reduce Holiday slots to keep your staff level to the one needed as per your BR. This is why we have factored in the calculation the average number of shifts that must be booked as Holiday per day. Basically, your BR must not be higher than your lowest shift numbers.
When you have to deal with a Flexible Working Request (FWR) or a staff wanting to change his FTE week, this grid will help you to anticipate the impact of a potential change on the overall Team and BR.
4. Specific settings analysis:
If your rotation model is based on 3 x 8 hrs shift per day, we are capable of showing your specific shift balance.
If you encounter challenges or have questions about analysing groups balance effectively, don't hesitate to reach out to our support team for assistance. Your scheduling operations just got SMRT-er and more manageable.
Updated on: 11/12/2023
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