Tuesday, 26 May 2015

Booking Holidays


This weekend I was reading “The Art of Coarse Travel” from 1957. This lovely book takes you back to a time before the internet when going abroad was a far cry from what it is today. Today we can research our chosen destination online. With the help of fellow travellers who have reviewed, blogged and posted on trip advisor we can make in informed decision about where to eat and stay.

This book on the other hand reminds us of a time when travel really was an adventure:

The friend who has recently been in Florence, but staying with friends, is another type of person whose words and hints should be received with caution. Only recently we were recommended to stay at the Albergo B. in Florence; when we saw it we noted expensive cars outside and the name in neon lights. We did not stay there, but when we returned to England we told our informant that we had been puzzled by his recommendation of such an obvious gin place.

“Gin place? But it’s a sort of poor students’ pension place."

“Well, it isn’t now, we can assure you.”

“Oh. Well, of cause, I haven’t stayed there since 1920.”

Today we all know the best and worst experience from each hotel. We can see pictures from every angle. Yet holidays still hold that same magic. The excitement as your plane takes off. Then the relaxation when you are sitting on the beach in the sun and know that this is the reason why you go into work. It was all worthwhile. All those hours spent at work preparing for your long deserved holiday. Not even the mountain of work awaiting you at the office when you get back can darken those sunny skies.

That is why holidays cause managers so much stress. How can you say no to someone’s holiday? What you need is a holiday management plan. A way of controlling how and when holidays are booked. So that everyone can enjoy their Zen time on the beach!

Thursday, 21 May 2015

Shift Scheduling Software Wishlist

When it comes to what do we want out of software we all have our own wish lists. And we all have those things about our current software we would like to change. Like why doesn't it make it easy to print out, why can't it do this automatically etc. When we are running and working on a shift pattern it is important to have a fair and easy system to run.
Here are some common requests when running a shift pattern:
  • I want it to record sickness
  • I want to know what my sickness rate is (easily)
  • I want to know how much sickness everyone has taken
  • I want to know when I am short staffed
  • I want it to record holidays
  • I want to know how much holiday everyone has taken
  • I want to know how much holiday everyone has left
  • I want to know how much holiday I have to fit in till the end of the year
  • I want to know what my holiday resource is
  • I want to know when my holiday resource will run out
  • I want to know when I am over staffed
  • I want it to record everyone's hours
  • I want to know how much training everyone has taken
  • I want to know what I'm doing at Christmas
  • I want my two weeks off during the summer
  • I want to know how much I am going to be paid
  • I want to know how much the operation will cost the company
  • I want to know if there is enough people for the work
  • I want to know how much overtime everyone is entitled to
  • I want to record overtime
  • I want to know how many weekend everyone will be working
  • I want to know how many nights everyone is working
  • I want to know that nights are scheduled fairly
  • I want to know that weekends are scheduled fairly
  • I want an equal opportunity for overtime
  • I want to include cover shifts
  • I want to divide the cover shifts fairly
  • I want to be able to swap shifts
  • I want to commute with my friends
  • I want to go on holiday with my wife
  • I want to know my shifts in advance
  • I want to know when I can deny or approve a holiday request
  • I want to know when I can deny or approve overtime
  • I want to know when I can deny or approve authorised absence
  • I want to know when I can deny or approve training
  • I want to know when I can deny or approve shift swaps
  • I want to know if I can take on additional work
  • I want to know when I can fit it additional work
  • I want to know if I can met my deadlines
  • I want to know if I can met my SLAs
  • I want to know when I can preform maintenance
  • I want to "sweat the assets"
  • I want to monitor my KPIs
  • I want to use Banked Hours
  • I want monitor Banked Hours
  • I want to carryover holiday
  • I want to be able to contact people about working shifts/overtime
  • I want to be able to generate reports for the board (easily)
  • I want to use Annualised Hours
  • I want to use shutdowns
  • I want to know how much holiday a shutdown will cover
  • I want to be able to introduce a new starter
  • I want to be able to accommodate a leaver
  • I want to be able to schedule maternity leave
  • I want to be able to do what-if analysis
  • I want to be able to produce graphs of KPIs
  • I want to know how sickness was taken last year
  • I want to know if my holiday management worked
  • I want to be able to compare years
  • I want graphs on holidays taken
  • I want to met the working time directive
  • I want to know who is on a break
  • I want to know who is available to cover shifts
  • I want to know how many consecutive shifts people are working
  • I want warnings for potential problems
  • I want people to be able to see their shifts
  • I want to be able to print out easily
  • I want to be able to use the software easily
  • I want to be able to include agency staff
  • I want to include ad-hoc work
  • I want to include additional working hours
  • I want to see who is on-call
  • I want to see who is down to work today
  • I want top be able to tell the shift manager who is in
  • I want to make sure I do not exceed anyone's hours
  • I want to know what is their start and finish times
  • I want to included golden days
  • I want to monitor floating days
  • I want to be able to book holidays in
  • I want to monitor holiday quotas
  • I want an audit trail of every change
  • I want to be able to do an annual reconciliation
  • I want to recode Bank Holidays
  • I want to share out the Bank Holidays fairly
  • I want to make sure I always have the correct skill mix
  • I want to be able to observe as many shifts as possible
  • I want to include team meeting
  • I want to have a monthly meeting
  • I want to employ people with different contracts on the same rota
  • I want to be able to employ short term and temporary staff
  • I want to be able to set it up for a year in minutes
  • I want to be able to run a 2-shift system
  • I want to be able to run a 3-shift system
  • I want to use 12-hour shifts
  • I want to be able to use 8-hour shifts
  • I want to use different length shifts
  • I want to vary the number on shift
  • I want a different number working at weekends to during the week
  • I want a different rota during vacation periods
  • I want a different rota during term time
  • I want to calculate my shift allowance
  • I want a migration plan
  • I want a call-out system
  • I want to use TOIL
  • I want my staffing levels to match my workload
  • I want to match up people to work together
  • I want people to work in teams
  • I want people to move teams regularly
  • I want people to be able to change depart/group/location easily
  • I want to be able to monitor medical conditions
  • I want to schedule the annual health check
  • I want to be able to reintroduce people slowly after a long time illness
  • I want to be able to have training after every long break
  • I want to be able to roster people across continents to create one global shift pattern
  • I want my rota to run itself
These are not in any particular order and everyone has their own priorities.
Our software VisualrotaX does most of these and can be adapted to do the rest if required to find out more go to our website

Wednesday, 20 May 2015

What do I need to manage a shift operation?

Well where do you start with a question like that? Obviously the workload.

Workload

You need to understand your workload and what skills, equipment, and staffing levels you need to cover it.

Manpower

Once you understand your workload you can start to look at your employees.
  • What skills do you need?
  • How many people should you employ?
  • What should their terms and conditions be?

 Shift Operations

Once you are employing the correct number of staff with the correct skills, you can think about your operation.
How are you going to cover for absence?
How long should a shift be?
What shift pattern should you employ?

Day to Day Management

Once you have your shift operation staffed with a good shift pattern and procedures for every contingency, the day to day management is very easy. However you do need software and procedures in place.
For the software you can use VisualrotaX
It's designed specifically for shift operation. It give you information about how many hours each person has worked, records sickness, absence and training.
For the procedures you need to know:
  • What happens when a holiday request is made?
  • What happens when a sickness occurs?
  • What happens if the workload changes?
Once you have your procedures and software in place, your operation practically runs itself. If you would like to know more about running a shift operation then visit our website or contact us directly.

Tuesday, 19 May 2015

The WTD and UK Legislation


In 1998 the UK adopted The Working Time Regulations 1998
Statutory Instrument 1998 No.1833 
The Working Time Regulations of 1998 took on all the constraints of the 1993 and 1994 Directives. 
Whilst the directives included provision to exempt small and medium-sized undertakings, it only exempted the self-employed and senior managers that had some control on their working time. Some wholesale categories of employees were also exempt, such as anyone that works at sea, the armed forces, etc and these are detailed in various sections in the 1998 Act. 
It is also possible to have derogations on some of the limits and entitlements 
 
The 1998 Act contains the following constraints: 
  • Maximum limit of an average 48 hour working week. This can often be difficult to calculate accurately, especially when it is suspected that it will be close to this limit. T&A systems cannot do this at all well, instead we create a special spreadsheet file for our clients. 
  • Length of night work is an average of 8 hours per 24 hour period. Subject to the type of work, it usually works out to be a maximum of an average of 48 hours work per week. There are several types of work that cause the limit to be 8 hours in a 24 hour period. 
  • Night workers have the right to a free health assessment. 
  • Type of work must be agreed. 
  • Records of compliance must be kept for at least two years 
  • Minimum 11 hours rest between shifts. This can require a little care when there is a tendency to vary the start and finish times of shifts. 
  • Minimum weekly rest entitlement is 24 hours + 11 hours daily rest each week or two 24 hour rest periods in two weeks or one 48 hour rest period in two weeks. 
  • A 20 minute rest break after 6 hours of work and is entitled to spend it away from the workstation. 
  • Minimum Annual leave of 5.6 weeks 
Payment for annual leave is controlled by the Employment Rights Act 1996 sections 221 to 224. For an organisation granting the minimum holiday entitlement of 5.6 weeks, this is a very diffficult calculation to make, if not impossible.

Monday, 18 May 2015

History of the Working Time Directive


 
In the UK we use The Working Time Regulations 1998 with later amendments. In Europe it is referred to as The European Community Working Time Directive. It sets out how people work and the constraints that apply. All shift patterns need to adhere to them.

Treaty of Rome

In 1957 the Treaty of Rome establishing the European Community originally set out limits and entitlements and their effect on an organisation. The Working Time Regulations, often abbreviated to WTD or EU WTD, originated here:
Article 118
Without prejudice to the other provisions of this Treaty and in conformity with its general objectives, it shall be the aim of the Commission to promote close collaboration between Member States in the social field, particularly in matters relating to:
  • Employment,
  • labour legislation and working conditions,
  • occupational and continuation training,
  • social security,
  • protection against occupational accidents and diseases,
  • industrial hygiene,
  • the law as to trade unions, and collective bargaining between employers and workers.
For this purpose, the Commission shall act in close contact with Member States by means of studies, the issuing of opinions, and the organising of consultations both on problems arising at the national level and on those of concern to international organisations.
Before issuing the opinions provided for under this Article, the Commission shall consult the Economic and Social Committee.

Single European Act

In 1986 this was expanded upon in the Single European Act
Article 118a.
  1. Member States shall pay particular attention to encouraging improvements, especially in the working environment, as regards the health and safety of workers, and shall set as their objective the harmonisation of conditions in this area, while maintaining the improvements made.
  2. In order to help achieve the objective laid down in the first paragraph, the Council, acting in accordance with the procedure referred to in Article 189c and after consulting the Economic and Social Committee, shall adopt, by means of directives, minimum requirements for gradual implementation, having regard to the conditions and technical rules obtaining in each of the Member States. Such directives shall avoid imposing administrative, financial and legal constraints in a way which would hold back the creation and development of small and medium-sized undertakings.
  3. The provisions adopted pursuant to this Article shall not prevent any Member State from maintaining or introducing more stringent measures for the protection of working conditions compatible with this Treaty.

Council Directive 93/104/EC 

On the 23 November 1993 there came along the Council Directive 93/104/EC
 
This is the Directive that became the UK, and other European nations, Working Time Regulations of 1998.

This starts with:
The Council of the European Union,
Having regard to the Treaty establishing the European Community, and in particular Article 118a thereof,
Having regard to the proposal from the Commission,
In cooperation with the European Parliament,
Having regard to the opinion of the Economic and Social Committee,
 
Whereas Article 118a of the Treaty provides that the Council shall adopt, by means of directives, minimum requirements for encouraging improvements, especially in the working environment, to ensure a better level of protection of the safety and health of workers;
 
Whereas, under the terms of that Article, those directives are to avoid imposing administrative, financial and legal constraints in a way which would hold back the creation and development of small and medium-sized undertakings.
 
This directive draws from the Community Charter of the Fundamental Social Rights of Workers, European Council, Strasbourg 9th December 1989 between Heads of State or of Governments of the 11 Member States.

It constrains the type of contracts between an employer and employee, imposes harmonious weekly rest periods and annual paid leave. Health and safety in the working environment.

The health and safety derived from granting minimum daily, weekly and annual periods of rest and adequate breaks with a maximum limit on weekly working hours. Special constraints on night work with a free health assessment are also stated.

This directive sets out:

Article 3; a daily rest period of 11 consecutive hours;
Article 4; a rest break after 6 hours work;
Article 5; a weekly 24 hour rest period + 11 hours daily rest: 
Article 6; maximum weekly working time:
Article 7; annulal leave of at least 4 weeks; 
Article 8; night working: 
Article 9; health assessment:

Each country could then set their rules.


Council Directive 94/33/EC 

On 22 June 1994 the Council Directive 94/33/EC was issued to protect young people at work. In essence it imposes more constraints on the hours they can work.


UK Legislation

In 1998 The Working Time Regulations 1998 were adopted by the UK. In Statutory Instrument 1998 No.1833

The Working Time Regulations of 1998 took on all the constraints of the 1993 and 1994 Directives.