System and method for dynamic scheduling of personnel

• US 20040267591A1
• Filed: 08/01/2003
• Published: 12/30/2004
• Est. Priority Date: 06/30/2003
• Status: Abandoned Application

• Current Assignee: Verint Americas Incorporated (Verint Systems Incorporated)
• Original Assignee: Exametric, Inc. (Verint Systems Incorporated)
• Inventors: Hedlund, Henrik E., Cameron, Jeffrey, Kiran, Ali S.
• Application Number:
  US10/633,357
• Publication Number:
  US 20040267591A1
• Time in Patent Office: Days
• US Class Current: 705/7.14
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/063112 Skill-based matching of a person or a group to a task
• CPC Class Codes: G06Q 10/1097 Task assignment
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data
• CPC Class Codes: G06Q 30/0202 Market predictions or forecasting for commercial activities

Abstract

A method and system for creating an optimized workforce schedule for a set of local or remote human resources to insure optimum staff schedules based on forecasted demand, past schedules, employee skill sets, and employee preferences is provided. Upon receiving a request to create a schedule, the system uses a pattern recognition procedure to create the initial workforce schedule. The pattern recognition procedure considers staff attributes and skills as well as past schedules to create the initial workforce schedule. The initial workforce schedule is then refined via a neighborhood search algorithm that incorporates user input and employee preferences to generate an optimized schedule that meets the forecasted demand for selected positions while satisfying employee preferences.

Claims

1. A computer implemented method for automatically generating an optimized workforce schedule, comprising:

creating an initial workforce schedule based on past schedules and employee attributes; and

refining the initial workforce schedule to generate an optimized workforce schedule based on the initial workforce schedule, forecasted demand, and employee preferences.

2. The method of claim 1, wherein creating an initial workforce schedule further comprises using a pattern recognition procedure to recognize past resource shift patterns for a particular employee position.

3. The method of claim 1, wherein employee attributes comprise an employee'"'"'s skill set.

4. The method of claim 1, wherein employee preferences comprise an employee'"'"'s desired number of hours.

5. The method of claim 1, wherein the refining step further comprises receiving a forecasted demand as input.

6. The method of claim 5, wherein the forecasted demand is for a single employee position.

7. The method of claim 5, wherein the forecasted demand is for multiple employee positions.

8. The method of claim 1, wherein the refining step further comprises generating an optimized workforce schedule based on resource availability.

9. The method of claim 1, wherein the refining step further comprises generating an optimized workforce schedule based on a predefined number of work hours per week for an employee.

10. The method of claim 1, wherein the refining step further comprises generating an optimized workforce schedule based on full time and part time employee availability.

11. The method of claim 1, further comprising receiving a modification to the optimized workforce schedule from a user.

12. The method of claim 11, wherein the modification is received via an input device configured to provide changes for a particular resource through a user interface.

13. The method of claim 12, wherein the input device is a mouse.

14. The method of claim 12, wherein the input device is a keyboard.

15. The method of claim 1, wherein the forecasted demand comprises multiple forecasts for a particular position.

16. The method of claim 1, wherein the resources selected for the initial workforce schedule are predefined.

17. The method of claim 1, wherein the resources selected for the initial workforce schedule are dynamically selected.

18. The method of claim 1, wherein the refining step further comprises:

creating an alternative schedule;

comparing the alternative schedule to the initial schedule to determine the optimal schedule; and

using the optimal schedule as the optimized workforce schedule.

19. The method of claim 1, wherein employee resources are located in a centralized pool of resources.

20. The method of claim 1, further comprising generating a color coded report to illustrate how closely the optimized workforce schedule is meeting the forecasted demand for a given position.

21. A system for automatically generating an optimized workforce schedule, comprising:

a scheduling server;

an access device communicatively coupled with the scheduling server over a data communications network, the access device configured to allow a user to interact with the scheduling server;

a data storage area configured to store past schedules, forecasted demand, and employee attributes;

wherein the scheduling server creates an initial workforce schedule based on said past schedules, forecasted demand, and employee attributes; and

wherein the scheduling server creates an optimized workforce schedule based on user input via the access device.

22. The system of claim 21, wherein the access device and the scheduling server are at different locations.

23. The system of claim 21, wherein the scheduling server uses pattern recognition to recognize past resource shift patterns for a particular employee position.

24. The system of claim 23, wherein the scheduling server uses the past resource shift patterns to create the initial workforce schedule.

25. The system of claim 21, wherein the access device allows a user to adjust the forecasted demand for an employee position.

26. The system of claim 21, wherein the scheduling server is further configured to consider resources availability when creating the initial workforce schedule.

27. The system of claim 21, wherein the scheduling server is further configured to consider a predefined number of work hours per week for an employee when creating the optimized workforce schedule.

28. The system of claim 21, wherein the scheduling server is further configured to consider an employee skill set when creating the optimized workforce schedule.

29. The system of claim 21, wherein the scheduling server is further configured to consider full time and part time employee availability when creating the optimized workforce schedule.

30. The system of claim 21, wherein the access station comprises a mouse input device that allows a user to modify an optimized workforce schedule.

31. The system of claim 21, wherein the access station comprises a keyboard input device that allows a user to modify an optimized workforce schedule.

32. The system of claim 21, where in the forecasted demand comprises multiple forecasts for a particular position.

33. The system of claim 21, further comprising a report generator configured to provide a color coded report identifying how close the optimized workforce schedule is meeting the forecasted demand for a given position.

34. The system of claim 21, wherein the data storage area is coupled with a data server that is separate from the scheduling server.