SCHEDULING USING A RELIEF FACTOR - Hatrak

1 12/22/2006 Copyright 1983 - 2006, Robert S. Hatrak1 RELIEF FACTOR BASICSSCHEDULING USING A RELIEF FACTORSCHEDULING USING A RELIEF FACTOR12/22/2006 Copyright 1983 - 2006, Robert S. Hatrak2 RELIEF FACTOR a 364 base SCHEDULING all planned leave, absenteeism and other reasons why an employee is not deployable including regular days the average annual not deployable hours for each reason and the total of all the hours total to a days the total not deployable days average from a 364 day base SCHEDULING the base year by the total average deployable daysCALCULATING A RELIEF FACTOR12/22/2006 Copyright 1983 - 2006, Robert S. Hatrak3 RELIEF FACTOR BASICSIf there are 52 weeks in a year, then a ..1 day position operates52 days2 day positionoperates104 days3 day positionoperates156 days4 day positionoperates208 days5 day positionoperates260 days6 day positionoperates312 days7 day positionoperates364 daysHow To Arrive at the 364 Day Base year12/22/2006 Copyright 1983 - 2006, Robert S.

2 Hatrak4 RELIEF FACTOR BASICSP lanned day sick without orientation & Duty (Civil leave) eventUn-Planned sick call no w/o aid Duty / Injury For Other Medical Without leaveTYPICAL REASONS FOR EMPLOYEE NON DEPLOYABILITY12/22/2006 Copyright 1983 - 2006, Robert S. Hatrak5 RELIEF FACTOR BASICSASSUMED REASONS WHY EMPLOYEES ARE NOT DEPLOYABLER egular Days OffDisciplinaryHolidayIllness & DisabilityJury Duty / BereavementMeetingsNon-Productive TimeTrainingVacationVoluntaryWorkplace MeetingsVacancy to 1983 - 2006, Robert S. Hatrak6 RELIEF FACTOR BASICSNOT DEPLOYABLE REASONSFTE SHOURS USEDR egular Days , & to USED12/22/2006 Copyright 1983 - 2006, Robert S. Hatrak7 RELIEF FACTOR BASICSNOT DEPLOYABLE REASONSFTE SHOURSDAYSR egular Days , & to Average Not Deployable Annual Deployable Base Year HOURS TO DAYS12/22/2006 Copyright 1983 - 2006, Robert S.

3 Hatrak8 RELIEF FACTOR day base average annual not deployable average annual deployable daysOne full salary pays for days of the total 364 day base year. Another partial salary pays for : CALCULATE THE RELIEF FACTORFORMULA: base year (364 days) divided by average annual deployable days ( )12/22/2006 Copyright 1983 - 2006, Robert S. Hatrak9 RELIEF FACTOR 1 = . 2 = . 3 = . 4 = . 5 = 6 = 7 = 1 = 2 = SHIFT RELIEF FACTOR RULE OF THUMB12/22/2006 Copyright 1983 - 2006, Robert S. Hatrak10 RELIEF FACTOR FACTOR Management Timeline61 SCHEDULING YEAR $20,200.$14,140$20,200.$14,140 Whole number and a decimalAverage Annual Work DaysAverage SalarySuccessful RELIEF FACTOR management:End of year average deployable and not deployable days approximate those that were budgeted and used at the start of the 1983 - 2006, Robert S. Hatrak11 RELIEF FACTOR BASICSE stablish a start of the fiscal year balance between the money / people and positions required to meet the demand for labor (the work)BALANCE LABOR SUPPLY / DEMAND USING RELIEF FACTORSLABOR DEMANDPOSTS / POSITIONSLABOR SUPPLYPEOPLE / MONEYRELIEF FACTORSBALANCESUPPLY = DEMAND12/22/2006 Copyright 1983 - 2006, Robert S.

4 Hatrak12 RELIEF FACTOR BASICSLABOR SUPPLY VARIABLESMONEYPEOPLEP ersonal Services Budget:1. Direct Labor2. Fringe Benefits3. Overtime4. Holiday PayFull Time Equivalent Positions:1. Full Time salaried and hourly2. Temp hires3. Intermittent12/22/2006 Copyright 1983 - 2006, Robert S. Hatrak13 RELIEF FACTOR BASICSLABOR DEMANDPOSITION PROFILINGA post is the where an employee works (console control) while a position is the who is assigned to the post. Post Position: Console Control Room Position:Electrical Technician (E. Rice) Number of Positions assigned to a Post Position:1 Days Post Position open weekly: 7, 5, etc.: 7 Number of Shifts Post Position is Staffed Daily: 1, 2, 3, Always or Never Relieved when assigned employees are not deployable:Always Relieved12/22/2006 Copyright 1983 - 2006, Robert S. Hatrak14 RELIEF FACTOR BASICSLABOR SUPPLYLABOR DEMANDBALANCED TO THE BUDGETUSING ARELIEF FACTORACHIEVE LABOR SUPPLY / DEMAND BALANCE12/22/2006 Copyright 1983 - 2006, Robert S.

5 Hatrak15 RELIEF FACTOR BASICSLABOR SUPPLY / DEMANDBALANCE SCENARIOS POSITION FactorSCENARIO FactorSCENARIO FactorPosts Assumed5678 Post Positions5 (1 shift)15 (3 shifts)6 (1 Shift)18 (3 Shifts)7 (1 Shift)21 (3 Shifts)8 (1 Shift)24 (3 Shifts)Other RELIEF (1 shift) (3 Shifts) (1 Shift) (3 Shifts) (1 Shift) (3 Shifts) (1 Shift)6 (3 Shifts)FTE S Needed(1 Shift) S Needed(3 Shifts) (1 Shift) (3 Shifts)Regular Day Off Positions2 on 1 shift6 (3 Shifts) (1 Shift) (3 Shifts) (1 Shift) (3 Shifts)12/22/2006 Copyright 1983 - 2006, Robert S. Hatrak16 RELIEF FACTOR BASICSTHE MATHR elief FACTOR UsedBudgeted Shift3 ShiftsThe VariablesFTE s x x x 2 / + = then = = FACTOR times post positionsAssumed Post PositionsPositions x regular days off per position per week / days an employee works per weekPost Positions + Regular day off coverage positions and the total subtracted from FTE s requiredBudgeted FTE s less FTE s RequiredPost Positions7 AssumedRegular Day Off Coverage X 2 / + = then = / =.

6 45 Other RELIEF Positions12/22/2006 Copyright 1983 - 2006, Robert S. Hatrak17 RELIEF FACTOR BASICSBUDGETED FUNDSBUDGETED FTE s$1,440,00036 DEMANDED FUNDSDEMANDED FTE s$840,00021 Post Positions$336, RDO Positions$210, Other RELIEF Positions1,386, SUPPLYLABOR DEMANDA chieve balance by increasing / decreasing laborDo nothing!Achieve balance by increasing / decreasing demandDo a little of each!Depending on the balance condition use one or more of the options listed belowSCENARIO 3 PREVIOUS SLIDEBUDGETED FUNDSBUDGETED FTE s$54,000(unused) ( unused)BALANCE CONDITION12/22/2006 Copyright 1983 - 2006, Robert S. Hatrak18 RELIEF FACTOR BASICSFor More Information Contact Hatrak Associates regarding RELIEF FACTOR Management Business ProcessesPHONE.