A Hybrid Metaheuristic Approach to a Real World Employee Scheduling Problem

Employee scheduling problems are of critical importance to large businesses. These problems are hard to solve due to large numbers of conflicting constraints. While many approaches address a subset of these constraints, there is no single approach for simultaneously addressing all of them. We hybridise 'Evolutionary Ruin & Stochastic Recreate' and 'Variable Neighbourhood Search' metaheuristics to solve a real world instance of the employee scheduling problem to near optimality. We compare this with Simulated Annealing, exploring the algorithm configuration space using the irace software package to ensure fair comparison. The hybrid algorithm generates schedules that reduce unmet demand by over 28% compared to the baseline. All data used, where possible, is either directly from the real world engineer scheduling operation of around 25,000 employees , or synthesised from a related distribution where data is unavailable

Metaheuristics For Solving Real World Employee Rostering and Shift Scheduling Problems

Optimising resources and making considerate decisions are central concerns in any responsible organisation aiming to succeed in efficiently achieving their goals. Careful use of resources can have positive outcomes in the form of fiscal savings, improved service levels, better quality products, improved awareness of diminishing returns and general output efficiency, regardless of field. Operational research techniques are advanced analytical tools used to improve managerial decision-making. There have been a variety of case studies where operational research techniques have been successfully applied to save millions of pounds. Operational research techniques have been successfully applied to a multitude of fields, including agriculture, policing, defence, conservation, air traffic control, and many more. In particular, management of resources in the form of employees is a challenging problem --- but one with the potential for huge improvements in efficiency. The problem this thesis tackles can be divided into two sub-problems; the personalised shift scheduling & employee rostering problem, and the roster pattern problem. The personalised shift scheduling & employee rostering problem involves the direct scheduling of employees to hours and days of week. This allows the creation of schedules which are tailored to individuals and allows a fine level over control over the results, but with at the cost of a large and challenging search space. The roster pattern problem instead takes existing patterns employees currently work, and uses these as a pool of potential schedules to be used. This reduces the search space but minimises the number of changes to existing employee schedules, which is preferable for personnel satisfaction. Existing research has shown that a variety of algorithms suit different problems and hybrid methods are found to typically outperform standalone ones in real-world contexts. Several algorithmic approaches for solving variations of the employee scheduling problem are considered in this thesis. Initially a VNS approach was used with a Metropolis-Hastings acceptance criterion. The second approach utilises ER&SR controlled by the EMCAC, which has only been used in the field of exam timetabling, and has not before been used within the domain of employee scheduling and rostering. ER&SR was then hybridised with our initial approach, producing ER&SR with VNS. Finally, ER&SR was hybridised into a matheuristic with Integer Programming and compared to the hybrid's individual components. A contribution of this thesis is evidence that the algorithm ER&SR has merit outside of the original sub-field of exam scheduling, and can be applied to shift scheduling and employee rostering. Further, ER&SR was hybridised and schedules produced by the hybridisations were found to be of higher quality than the standalone algorithm. In the literature review it was found that hybrid algorithms have become more popular in real-world problems in recent years, and this body of work has explored and continued this trend. Problem formulations in this thesis provide insight into creating constraints which satisfy the need for minimising employee dissatisfaction, particularly in regards to abrupt change. The research presented in this thesis has positively impacted a multinational and multibillion dollar field service operations company. This has been achieved by implementing a variety of techniques, including metaheuristics and a matheuristic, to schedule shifts and roster employees over a period of several months. This thesis showcases the research outputs by this project, and highlights the real-world impact of this research

An Algorithmic approach to shift structure optimization

Workforce scheduling in organizations often consists of three major phases: workload prediction, shift generation, and staff rostering. Workload prediction involves using historical behaviour of e.g. customers to predict future demand for work. Shift generation is the process of transforming the determined workload into shifts as accurately as possible. In staff rostering, the generated shifts are assigned to employees. In general the problem and even its subproblems are NP-hard, which makes them highly challenging for organizations to solve. Heuristic optimization methods can be used to solve practical instances within reasonable running times, which in turn can result in e.g. improved revenue, improved service, or more satisfied employees for the organizations. This thesis presents some specific subproblems along with practical solution methods--- Työvoiman aikataulutusprosessi koostuu kolmesta päävaiheesta: työtarpeen ennustaminen, työvuorojen muodostus ja työvuorojen miehitys. Tulevaa työtarvetta ennustetaan pääasiassa menneisyyden asiakaskäytöksen perusteella käyttäen esimerkiksi tilastollisia malleja tai koneoppimiseen perustuvia menetelmiä. Työvuorojen muodostuksessa tehdään työvuororakenne, joka noudattaa ennustettua ja ennalta tiedettyä työtarvetta mahdollisimman tarkasti. Työvuorojen miehityksessä määritetään työvuoroille tekijät. Jokainen vaihe itsessään on haasteellinen ratkaistava. Erityisesti työvuorojen miehitys on yleensä NP-kova ongelma. On kuitenkin mahdollista tuottaa käytännöllisiä ratkaisuja järkevässä ajassa käyttäen heuristisia optimointimenetelmiä. Näin on saavutettavissa mitattavia hyötyjä mm. tuottoon, asiakkaiden palvelutasoon sekä työntekijöiden työtyyväisyyteen. Tässä väitöskirjassa esitellään eräitä työvoiman aikataulutuksen aliongelmia sekä niihin sopivia ratkaisumenetelmiä

A survey on constructing rosters for air traffic controllers

In this survey the state-of-the-art technology and the literature to date are discussed. In particular, we will discuss the gap in the literature concerning rostering staff to tasks by qualifications, with the inclusion of restrictions on a measure of task familiarity, which is a unique consequence of the structure of ATC operations

A two-phase approach for periodic home health care planning

International audienceIn this paper, we study the problem of periodic vehicle routing encountered in Home Health Care (HHC). The problem can be considered as a Periodic Vehicle Routing Problem with Time Windows (PVRPTW). It consists in establishing a planning of visits to patients over a given time horizon so as to satisfy the adherence to the care plan while optimizing the routes used in each time period. One two-stage mathematical formulation of this problem is proposed. We then propose a Tabu Search (TS) and a MIP-based Neighborhood Search method to compute the weekly and daily plan, respectively. These approaches are tested on large size instances

A time predefined variable depth search for nurse rostering

This paper presents a variable depth search for the nurse rostering problem. The algorithm works by chaining together single neighbourhood swaps into more effective compound moves. It achieves this by using heuristics to decide whether to continue extending a chain and which candidates to examine as the next potential link in the chain. Because end users vary in how long they are willing to wait for solutions, a particular goal of this research was to create an algorithm that accepts a user specified computational time limit and uses it effectively. When compared against previously published approaches the results show that the algorithm is very competitive

Replan: Release planning for agile development

Release Planning methodologies have made possible that project managers and users in general can plan project’s releases. These methods try to automatize the human-based planning processes. Currently they are a few web-based and stand-alone tools about release planning, but not all of them offer the same functionalities, like the update of an already planned release or a detailed plan expressed in a timeline. Moreover, these systems are oriented to stakeholders criteria, without taking enough consideration to the available resources. This becomes a limitation, because in many occasions it is vital to have a temporal planning of a release. It also affects key aspects like the planning efficiency or the speed at which it is executed. In this project a web-based release planning tool has been developed. In this tool, users can create a release with different entities in an easy and simple way. The tool is based in a mathematical model that generates an scheduled plan as tight as possible to the available time and resources. On the other hand, the tool also guarantees the priority fulfillment of features, by respecting the temporal criteria that the user could establish. The system is also modular, as it can be integrated with other possible different visualizations. Its development in a cloud server also provides public access and scalability. The tests performed to the system show that the presented mathematical model guarantees the scheduled and efficient planning of a project’s release