Difference between revisions of "Staff Scheduling"

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(Created page with "Checklist for staff scheduling: Category: HR")
 
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Checklist for staff scheduling:
 
Checklist for staff scheduling:
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Schedule is due on Wednesdays at 6pm. If it will come out after that, make sure that an email is sent to paidworkers@
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* Figure out the beginning and end of the '''new week'''. Weeks begin on Mondays and end on the following Sundays. Write these dates down here::
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** Start Date: ________________________.
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** End Date: ________________________.
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* Make sure all meetings from the [[Perpetual Meeting Calendar]] are added for the upcoming week. (Try to do this monthly.)
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* Review all tickets in schedule RT queue:
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** Make sure all ongoing changes have been addressed (wherever possible).
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** Make sure all vacation tickets in RT have been approved or denied, and add approved ones to the vacation list in the scheduling software.
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** Make sure all meeting tickets in RT have been added to the meeting list in the scheduling software.
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* '''Generate a tentative schedule for the new week.'''
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* Review the tentative schedule and run the '''problems report'''.
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** Are any problems of an ongoing nature? (Fix them on the ongoing schedule and re-generate.)
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* Check for sanity by area.
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** Review Recycling schedule. Two people from 10-10:30. Two people from 1:30-2:30.
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** Review Front Desk schedule. Two people at all times.
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** Review Thrift Store schedule. Two people at all times.
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** Review Receiving schedule. Two people at until at least 2 pm.
 +
** Are any of these problems of an ongoing nature? (Fix them on the ongoing schedule and re-generate.)
 +
* '''When everything of an ongoing nature has been fixed on the ongoing schedule, general the ''actual'' schedule.'''
 +
* Delete certain non-floor shifts that have no workers (mostly admin shifts) from the new schedule -- these are shifts that are not worth filling when someone is away.
 +
* Fill remaining empty shifts with available staff people first, before calling for substitutes.
 +
** This will require splitting some shifts, and some trades.
 +
* Run the '''problems''' report again. Make sure everything is fixed.
 +
* Double-heck for sanity by area (see above list).
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* '''Print an error-free version of the problems report for posterity'''
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* '''Print a hard copy of the actual new schedule for posterity'''
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[[Category: HR]]
 
[[Category: HR]]

Revision as of 17:30, 4 January 2012

Checklist for staff scheduling:

Schedule is due on Wednesdays at 6pm. If it will come out after that, make sure that an email is sent to paidworkers@


  • Figure out the beginning and end of the new week. Weeks begin on Mondays and end on the following Sundays. Write these dates down here::
    • Start Date: ________________________.
    • End Date: ________________________.
  • Make sure all meetings from the Perpetual Meeting Calendar are added for the upcoming week. (Try to do this monthly.)
  • Review all tickets in schedule RT queue:
    • Make sure all ongoing changes have been addressed (wherever possible).
    • Make sure all vacation tickets in RT have been approved or denied, and add approved ones to the vacation list in the scheduling software.
    • Make sure all meeting tickets in RT have been added to the meeting list in the scheduling software.
  • Generate a tentative schedule for the new week.
  • Review the tentative schedule and run the problems report.
    • Are any problems of an ongoing nature? (Fix them on the ongoing schedule and re-generate.)
  • Check for sanity by area.
    • Review Recycling schedule. Two people from 10-10:30. Two people from 1:30-2:30.
    • Review Front Desk schedule. Two people at all times.
    • Review Thrift Store schedule. Two people at all times.
    • Review Receiving schedule. Two people at until at least 2 pm.
    • Are any of these problems of an ongoing nature? (Fix them on the ongoing schedule and re-generate.)
  • When everything of an ongoing nature has been fixed on the ongoing schedule, general the actual schedule.
  • Delete certain non-floor shifts that have no workers (mostly admin shifts) from the new schedule -- these are shifts that are not worth filling when someone is away.
  • Fill remaining empty shifts with available staff people first, before calling for substitutes.
    • This will require splitting some shifts, and some trades.
  • Run the problems report again. Make sure everything is fixed.
  • Double-heck for sanity by area (see above list).
  • Print an error-free version of the problems report for posterity
  • Print a hard copy of the actual new schedule for posterity