The National Academies Press

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From page 299... ... Chapter 6. Rostering Ͳ.ͭ Basic Rostering (Level ͭ) Read the entire page →
From page 300... ... Assignments may include mixtures of runs, such as: Weekday runs only Weekday runs and a Saturday run Weekday runs and a Sunday run Weekday runs, a Saturday run, and a Sunday run Roster No. Sun Mon Tue Wed Thu Fri Sat WeeklyPay Hours 1001 Off 1018:00 1018:00 1018:00 1018:00 1018:00 Off 40:00 1002 Off 1028:00 1028:00 1028:00 1028:00 1028:00 Off 40:00 1003 70110:00 10310:00 10310:00 10310:00 Off Off Off 40:00 1004 Off Off 10410:00 10410:00 10410:00 10410:00 Off 40:00 1005 Off 1058:00 1058:00 1058:00 1058:00 1058:00 Off 40:00 1006 Off 10410:00 Off Off 10310:00 10310:00 60110:00 40:00 In the example, roster numbers are four digits and all run numbers are three digits. Read the entire page →
From page 301... ... Minor changes to a trip or series of trips made during the sign-up period (due to detours or minor running time problems) are usually addressed by means of a "patch" or temporary modifi cation. Read the entire page →
From page 302... ... MASTER RUN LIST AND MASTER DAYS OFF LIST Weekday Runs Saturday Runs Sunday Runs Run # Pay hours Run # Pay hours Run # Pay hours 101 8:00 601 10:00 701 10:00 102 8:00 602 8:45 702 8:00 103 10:00 603 8:15 703 8:21 104 10:00 604 8:00 105 8:00 106 8:22 107 8:45 Available Runs - Five Day Rosters Sun Mon Tue Wed Thu Fri Sat 702 101 101 101 101 101 602 703 102 102 102 102 102 603 105 105 105 105 105 604 106 106 106 106 106 107 107 107 107 107 Available Days Off - Five Day Rosters Sun Mon Tue Wed Thu Fri Sat 4 1 1 1 1 1 3 Available Runs - Four Day Rosters Sun Mon Tue Wed Thu Fri Sat 701 103 103 103 103 103 601 104 104 104 104 104 Available Days Off - Four Day Rosters Sun Mon Tue Wed Thu Fri Sat 2 1 1 1 1 1 2 Read the entire page →
From page 303... ... Under cafeteria rostering, senior operators often pick runs greater than eight hours in length to qualify for more overtime pay. Since senior operators usually earn the most and pick fi rst; this can increase agency costs and leave junior operators with runs that pay eight hours or less. Read the entire page →
From page 304... ... ROSTER WITH DAILY MAKE-UP AND DAILY OVERTIME Time Sun Mon Tue Wed Thu Fri Sat Weekly Total Platform Off Off 7:50 7:50 7:50 7:50 8:40 Guarantee 0:10 0:10 0:10 0:10 Overtime 0:20 Pay Hours 8:00 8:00 8:00 8:00 9:00 41:00 ROSTER WITH WEEKLY MAKE-UP AND WEEKLY OVERTIME Time Sun Mon Tue Wed Thu Fri Sat Weekly Total Platform Off Off 7:50 7:50 7:50 7:50 8:40 Guarantee Overtime Pay Hours 7:50 7:50 7:50 7:50 8:40 40:00 In the absence of daily guarantees and overtime, savings are possible with cafeteria rostering. However, these savings would occur randomly and would not reach the potential savings associated with agency-developed rostering. Read the entire page →
From page 305... ... Option 1 - Completed Run Cut Time Place Type Time Place Type 101 Str 2 5:46 6:01 Garage Pull 12:09 A Street 12:34 6:08 0:30 0:10 6:48 6:48 1:12 0:00:00 0:00:00 8:00:00 1.304 102 Str 2 11:44 12:09 A Street 18:38 Garage Pull 18:53 6:29 0:30 0:10 7:09 7:09 0:51 0:00:00 0:00:00 8:00:00 1.234 103 Str 3 5:35 5:50 Garage Pull 12:39 A Street 13:04 6:49 0:30 0:10 7:29 7:29 0:31 0:00:00 0:00:00 8:00:00 1.174 104 Str 3 12:14 12:39 A Street 18:19 Garage Pull 18:34 5:40 0:30 0:10 6:20 6:20 1:40 0:00:00 0:00:00 8:00:00 1.412 105 Str 5 6:05 6:20 Garage Pull 13:09 A Street 13:34 6:49 0:30 0:10 7:29 7:29 0:31 0:00:00 0:00:00 8:00:00 1.174 106 Str 5 12:44 13:09 A Street 19:53 Garage Pull 20:08 6:44 0:30 0:10 7:24 7:24 0:36 0:00:00 0:00:00 8:00:00 1.188 1 5:31 5:46 Garage Pull 9:19 Garage Pull 9:24 6 14:46 15:01 Garage Pull 19:49 Garage Pull 20:04 108 Pt 4 5:50 6:05 Garage Pull 9:38 Garage Pull 9:53 3:33 0:30 0:00 4:03 4:03 0:00 0:00:00 0:00:00 4:03:00 1.141 109 Pt 7 15:05 15:20 Garage Pull 19:19 Garage Pull 19:34 3:59 0:30 0:00 4:29 4:29 0:00 0:00:00 0:00:00 4:29:00 1.126 54:32 4:50 1:00 60:21 5:21 0:35 2:09 68:27 1.255 0:50 0:00 2:09:00 11:55:30 1.428 Spread Penalty Paid Hours Pay/ Plat 107 Spl 8:21 9:11 14:18 0:00 0:35:30 Sign Off Time Plat Hours Total Hours Spread Guarantee Overtime Report Hours Travel Hours Run # Type Block # Report Time Start End Because Route ͵ͳ operates only on weekdays, available days oﬀ are on Saturdays and Sundays only. In this example and for weekday-only service in general, the number of available days oﬀ on Saturday and on Sunday is equal to the number of weekday runs that may be picked by operators. Read the entire page →
From page 306... ... Basic Rostering OPERATORS REQUIRED FOR 8-HOUR RUNS Weekly total Day # daily runs # days per week (daily runs * days) Read the entire page →
From page 307... ... Applying these formulas to Route ͵ͳ, with nine weekday runs and no weekend service: OPERATORS REQUIRED FOR 8-HOUR RUNS ON ROUTE 97 Weekly total Day # daily runs # days per week (daily runs * days) Read the entire page →
From page 308... ... Sun Mon Tue Wed Thu Fri Sat Weekly Work Hours # # # # # x:xx x:xx x:xx x:xx x:xx 1001 Off Off xx:xx Under this numbering convention, a ͭͬͬͬ series number is used as the weekly roster number to avoid confusion with the numbers used to represent daily runs. "#" represents the daily run number under each day of the week, and "x:xx" represents the work hours associated with the run. Read the entire page →
From page 309... ... Sun Mon Tue Wed Thu Fri Sat Weekly Hours Make-up Hours Overtime Spread Hours Weekly Pay Hours 1001 Off 101 101 101 101 101 Off 6:48 6:48 6:48 6:48 6:48 34:00:00 6:00 0:00:00 0:00:00 40:00:00 1002 Off 102 102 102 102 102 Off 7:09 7:09 7:09 7:09 7:09 35:45:00 4:15 0:00:00 0:00:00 40:00:00 1003 Off 103 103 103 103 103 Off 7:29 7:29 7:29 7:29 7:29 37:25:00 2:35 0:00:00 0:00:00 40:00:00 1004 Off 104 104 104 104 104 Off 6:20 6:20 6:20 6:20 6:20 31:40:00 8:20 0:00:00 0:00:00 40:00:00 1005 Off 105 105 105 105 105 Off 7:29 7:29 7:29 7:29 7:29 37:25:00 2:35 0:00:00 0:00:00 40:00:00 1006 Off 106 106 106 106 106 Off 7:24 7:24 7:24 7:24 7:24 37:00:00 3:00 0:00:00 0:00:00 40:00:00 1007 Off 107 107 107 107 107 Off 9:11 9:11 9:11 9:11 9:11 45:55:00 0:00 2:57:30 10:45:00 59:37:30 1008 Off 108 108 108 108 108 Off 4:03 4:03 4:03 4:03 4:03 20:15:00 0:00 0:00:00 0:00:00 20:15:00 1009 Off 109 109 109 109 109 Off 4:29 4:29 4:29 4:29 4:29 22:25:00 0:00 0:00:00 0:00:00 22:25:00 Total 301:50:00 26:45:00 2:57:30 10:45:00 342:17:30 This roster features consistent runs in each assignment. Rosters ͭͬͬͭ through ͭͬͬͳ are fulltime rosters, while Rosters ͭͬͬʹ and ͭͬͬ͵ are part-time rosters. Read the entire page →
From page 310... ... Sun Mon Tue Wed Thu Fri Sat Weekly Hours Make-up Hours Overtime Spread Hours Weekly Pay Hours 1001 Off 101 101 101 101 101 Off 6:48 6:48 6:48 6:48 6:48 34:00:00 6:00 0:00:00 0:00:00 40:00:00 1002 Off 102 102 102 102 102 Off 7:09 7:09 7:09 7:09 7:09 35:45:00 4:15 0:00:00 0:00:00 40:00:00 1003 Off 103 103 103 103 103 Off 7:29 7:29 7:29 7:29 7:29 37:25:00 2:35 0:00:00 0:00:00 40:00:00 1004 Off 107 107 104 104 104 Off 9:11 9:11 6:20 6:20 6:20 37:22:00 2:38 0:00:00 4:18:00 44:18:00 1005 Off 105 105 105 105 107 Off 7:29 7:29 7:29 7:29 9:11 39:07:00 0:53 0:00:00 2:09:00 42:09:00 1006 Off 106 106 106 106 106 Off 7:24 7:24 7:24 7:24 7:24 37:00:00 3:00 0:00:00 0:00:00 40:00:00 1007 Off 104 104 107 107 105 Off 6:20 6:20 9:11 9:11 7:29 38:31:00 1:29 0:00:00 4:18:00 44:18:00 1008 Off 108 108 108 108 108 Off 4:03 4:03 4:03 4:03 4:03 20:15:00 0:00 0:00:00 0:00:00 20:15:00 1009 Off 109 109 109 109 109 Off 4:29 4:29 4:29 4:29 4:29 22:25:00 0:00 0:00:00 0:00:00 22:25:00 Total 301:50:00 20:50:00 0:00:00 10:45:00 333:25:00 The shortest full-time work assignment in variation ͮ is ͯͰ:ͬͬ, compared to ͯͭ:Ͱͬ in variation ͭ, and no roster involves work in excess of Ͱͬ hours per week. Why does weekly overtime and make-up time make a diﬀ erence? Read the entire page →
From page 311... ... Sun Mon Tue Wed Thu Fri Sat Weekly Hours Make-up Hours Overtime Spread Hours Weekly Pay Hours 1001 Off 101 101 101 101 101 Off 6:48 6:48 6:48 6:48 6:48 34:00:00 6:00 0:00:00 0:00:00 40:00:00 1002 Off 102 102 102 102 102 Off 7:09 7:09 7:09 7:09 7:09 35:45:00 4:15 0:00:00 0:00:00 40:00:00 1003 Off 103 103 103 103 103 Off 7:29 7:29 7:29 7:29 7:29 37:25:00 2:35 0:00:00 0:00:00 40:00:00 1004 Off 107 107 104 104 104 Off 9:11 9:11 6:20 6:20 6:20 37:22:00 5:00 1:11:00 4:18:00 47:51:00 1005 Off 105 105 105 105 107 Off 7:29 7:29 7:29 7:29 9:11 39:07:00 2:04 0:35:30 2:09:00 43:55:30 1006 Off 106 106 106 106 106 Off 7:24 7:24 7:24 7:24 7:24 37:00:00 3:00 0:00:00 0:00:00 40:00:00 1007 Off 104 104 107 107 105 Off 6:20 6:20 9:11 9:11 7:29 38:31:00 3:51 1:11:00 4:18:00 47:51:00 1008 Off 108 108 108 108 108 Off 4:03 4:03 4:03 4:03 4:03 20:15:00 0:00 0:00:00 0:00:00 20:15:00 1009 Off 109 109 109 109 109 Off 4:29 4:29 4:29 4:29 4:29 22:25:00 0:00 0:00:00 0:00:00 22:25:00 Total 301:50:00 26:45:00 2:57:30 10:45:00 342:17:30 Pay-to-Platform Rati o 1.255 Many agencies believe that it is important for an operator to work the same weekday run every day. The operator becomes more familiar with the route and also gets to know regular passengers who ride at the same time every day. Read the entire page →
From page 312... ... 5:55:00 0:00:00 5:55:00 @ Make-up 26:45:00 20:50:00 26:45:00 @ Spread time (half-time over 10 hours) 21:30:00 21:30:00 21:30:00 Pay hours 342:17:30 333:25:00 342:17:30 Number of operators required 9 (7/2) Read the entire page →
From page 313... ... Rostering 6-16 Cafeteria Rosters Under the cafeteria rostering approach, operators build their own rosters by picking their weekly work from the master run list and the master days oﬀ list. These master lists are either the actual Run Guide shown earlier or derived directly from the Run Guide. Read the entire page →
From page 314... ... To jump to Rail Scheduling, go to page ͳ-ͭ. Read the entire page →
From page 315... ... Completed Run Cut - Blocks Rehooked Time Place Type Time Place Type 101 Str 1 5:31 5:46 Garage Pull 13:09 A Street 13:34 7:23 0:30 0:10 8:03 8:03 0:00 0:01:30 0:00:00 8:04:30 1.094 102 Str 1 12:44 13:09 A Street 19:53 Garage Pull 20:08 6:44 0:30 0:10 7:24 7:24 0:36 0:00:00 0:00:00 8:00:00 1.188 103 Str 2 5:35 5:50 Garage Pull 12:39 A Street 13:04 6:49 0:30 0:10 7:29 7:29 0:31 0:00:00 0:00:00 8:00:00 1.174 104 Str 2 12:14 12:39 A Street 19:49 Garage Pull 20:04 7:10 0:30 0:10 7:50 7:50 0:10 0:00:00 0:00:00 8:00:00 1.116 105 Str 3 5:46 6:01 Garage Pull 12:09 A Street 12:34 6:08 0:30 0:10 6:48 6:48 1:12 0:00:00 0:00:00 8:00:00 1.304 106 Str 3 11:44 12:09 A Street 19:19 Garage Pull 19:34 7:10 0:30 0:10 7:50 7:50 0:10 0:00:00 0:00:00 8:00:00 1.116 4 5:50 6:05 Garage Pull 10:19 Garage Pull 10:24 6 14:31 14:46 Garage Pull 18:19 Garage Pull 18:34 5 6:05 6:20 Garage Pull 9:53 Garage Pull 9:58 7 14:50 15:05 Garage Pull 18:38 Garage Pull 18:53 56:17 4:40 0:00 1:00 61:57 2:43 0:20 2:46 67:46 1.204 Run # Type Block # Report Time Start End Spread Penalty Paid Hours Pay/ Plat Sign Off Time Plat Hours Report Hours Paid Break Travel Hours Total Work Hours 8:37 12:44 0:00 Spread Make-up Overtime 0:18:30107 Spl 7:47 0:50 0:00 1:22:00 10:17:30 1.322 108 Spl 7:06 0:50 0:00 1.3247:56 12:48 0:04 0:00:00 1:24:00 9:24:00 Cafeteria-style rosters will be considered fi rst, since these are simpler for the scheduler. In a cafeteria system, the scheduler is only responsible for calculating the number of operators needed and the available days oﬀ by day of the week. Read the entire page →
From page 316... ... Intermediate Rostering OPERATORS REQUIRED FOR 8-HOUR RUNS Weekly total Day # daily runs # days per week (daily runs * days) Read the entire page →
From page 317... ... Rostering 6-20 CAFETERIA ROSTER - Route 97 Roster No. Sun Mon Tue Wed Thu Fri Sat Weekly Hours Platform Hours 101 Off 07 07 07 07 07 Off 10:17 10:17 10:17 10:17 10:17 51:27:30 38:55:00 102 Off 08 08 08 08 08 Off 9:24 9:24 9:24 9:24 9:24 47:00:00 35:30:00 103 Off 01 01 01 01 01 Off 8:04 8:04 8:04 8:04 8:04 40:22:30 36:55:00 104 Off 05 05 05 05 05 Off 8:00 8:00 8:00 8:00 8:00 40:00:00 30:40:00 105 Off 02 02 02 02 02 Off 8:00 8:00 8:00 8:00 8:00 40:00:00 33:40:00 106 Off 03 03 03 03 03 Off 8:00 8:00 8:00 8:00 8:00 40:00:00 34:05:00 107 Off 04 04 04 04 04 Off 8:00 8:00 8:00 8:00 8:00 40:00:00 35:50:00 108 Off 06 06 06 06 06 Off 8:00 8:00 8:00 8:00 8:00 40:00:00 35:50:00 338:50:00 281:25:00TOTAL WEEKLY HOURS Read the entire page →
From page 318... ... MASTER RUN LIST Weekday Runs Saturday Runs Sunday Runs Run # Pay hours Run # Pay hours Run # Pay hours 01 8:04 601 8:00 701 8:00 02 8:00 602 8:00 702 8:00 03 8:00 603 8:00 703 8:00 04 8:00 604 8:30 704 8:30 05 8:00 605 9:51 705 9:51 06 8:00 07 10:17 08 9:24 The total number of operators is determined using the formula for computing operators and days oﬀ , as shown below. The addition of weekend service on Route ͵ͳ results in a total of ͭͬ operators needed for this example, compared to eight for weekday-only service. Read the entire page →
From page 319... ... Rostering 6-22 OPERATORS REQUIRED FOR 8-HOUR RUNS WITH WEEKEND SERVICE Weekly total Day # daily runs # days per week (daily runs * days) Read the entire page →
From page 320... ... Sun Mon Tue Wed Thu Fri Sat Platform Hours Work Hours Make-up Time Overtime Spread Time W 1001 Off 107 107 107 107 107 Off 10:17 10:17 10:17 10:17 10:17 38:55:00 43:05:00 0:00 3:05:00 13:40 1002 Off 108 108 108 108 108 Off 9:24 9:24 9:24 9:24 9:24 35:30:00 39:40:00 0:20 0:00:00 14:00 1003 Off Off 101 101 101 101 605 8:04 8:04 8:04 8:04 9:51 38:16:00 41:26:00 0:00 1:26:00 0:00 1004 705 105 105 105 105 Off Off 9:51 8:00 8:00 8:00 8:00 33:16:00 36:30:00 4:44 1:14:00 0:00 1005 704 101 Off Off 102 102 604 8:30 8:04 8:00 8:00 8:30 36:31:00 39:31:00 1:12 0:43:00 0:00 1006 Off 103 103 103 103 103 Off 8:00 8:00 8:00 8:00 8:00 34:05:00 37:25:00 2:35 0:00:00 0:00 Remaining days oﬀ available would be: DAYS OFF ALLOWED Updated Sunday Monday Tuesday Wednesday Thursday Friday Saturday 1 1 1 1 2 1 1 The completed cafeteria roster (shown below) has a weekly total of Ͱͮͯ:ͯͮ hours. Read the entire page →
From page 321... ... Sun Mon Tue Wed Thu Fri Sat Platform Hours Work Hours Make-up Time Overtime Spread Time Weekly Pay Hours 1001 Off 107 107 107 107 107 Off 10:17 10:17 10:17 10:17 10:17 38:55:00 43:05:00 0:00 3:05:00 13:40 51:27:30 1002 Off 108 108 108 108 108 Off 9:24 9:24 9:24 9:24 9:24 35:30:00 39:40:00 0:20 0:00:00 14:00 47:00:00 1003 Off Off 101 101 101 101 605 8:04 8:04 8:04 8:04 9:51 38:16:00 41:26:00 0:00 1:26:00 0:00 42:09:00 1004 705 105 105 105 105 Off Off 9:51 8:00 8:00 8:00 8:00 33:16:00 36:30:00 4:44 1:14:00 0:00 41:51:00 1005 704 101 Off Off 102 102 604 8:30 8:04 8:00 8:00 8:30 36:31:00 39:31:00 1:12 0:43:00 0:00 41:04:30 1006 Off 103 103 103 103 103 Off 8:00 8:00 8:00 8:00 8:00 34:05:00 37:25:00 2:35 0:00:00 0:00 40:00:00 1007 Off 104 104 104 104 104 Off 8:00 8:00 8:00 8:00 8:00 35:50:00 39:10:00 0:50 0:00:00 0:00 40:00:00 1008 701 106 106 106 Off Off 601 8:00 8:00 8:00 8:00 8:00 36:30:00 39:30:00 0:30 0:00:00 0:00 40:00:00 1009 702 Off Off 102 106 106 602 8:00 8:00 8:00 8:00 8:00 36:04:00 39:04:00 0:56 0:00:00 0:00 40:00:00 1010 703 102 102 Off Off 105 603 8:00 8:00 8:00 8:00 8:00 34:36:00 38:03:00 1:57 0:00:00 0:00 40:00:00 359:33:00 393:24:00 13:04:00 6:28:00 27:40:00 423:32:00TOTAL It may be useful at this point to walk through an example of the calculations for a specifi c roster number. In Roster ͭͬͬͭ, the daily platform hours for Run ͭͬͳ, taken from the Run Guide at the beginning of this section, are multiplied by ͱ to convert to weekly hours: ͳ:Ͱͳ x ͱ = ͯʹ:ͱͱ. Read the entire page →
From page 322... ... Intermediate Rostering The formula for weekly pay hours is: Work hours + Make-up time + (Overtime x ͬ.ͱ) + (Spread time x ͬ.ͱ) Read the entire page →
From page 323... ... In cases where overtime and make-up time are calculated on a weekly and not daily basis, there is the opportunity to combine daily runs with greater than eight hours pay time with daily runs paying less than eight hours to reduce or eliminate weekly overtime and make-up time. In the basic rostering section, the agency-developed roster reduced the pay-to-platform ratio from ͭ.ͮͱʹ for the cafeteria roster to ͭ.ͮͮͱ. Read the entire page →
From page 324... ... Sun Mon Tue Wed Thu Fri Sat Platform Hours Straight Time Make-up Time Overtime Spread Time Weekly Pay Hours 1001 Off 07 07 03 03 03 Off 10:17 10:17 8:00 8:00 8:00 36:01:00 39:41:00 0:19 0:00:00 5:28 42:44:00 1002 Off 08 08 08 08 08 Off 9:24 9:24 9:24 9:24 9:24 35:30:00 39:40:00 0:20 0:00:00 14:00 47:00:00 1003 Off Off 05 01 01 01 603 8:00 8:04 8:04 8:04 8:00 35:47:00 38:58:00 1:02 0:00:00 0:00 40:00:00 1004 705 05 01 05 07 Off Off 9:51 8:00 8:04 8:00 10:17 36:10:00 39:02:00 0:58 0:00:00 2:44 41:22:00 1005 704 01 Off Off 02 02 604 8:30 8:04 8:00 8:00 8:30 36:31:00 39:31:00 0:29 0:00:00 0:00 40:00:00 1006 Off 03 03 07 05 07 Off 8:00 8:00 10:17 8:00 10:17 35:20:00 39:01:00 0:59 0:00:00 5:28 42:44:00 1007 Off 04 04 04 04 04 Off 8:00 8:00 8:00 8:00 8:00 35:50:00 39:10:00 0:50 0:00:00 0:00 40:00:00 1008 701 06 06 06 Off Off 601 8:00 8:00 8:00 8:00 8:00 36:30:00 39:30:00 0:30 0:00:00 0:00 40:00:00 1009 702 Off Off 02 06 06 602 8:00 8:00 8:00 8:00 8:00 36:04:00 39:04:00 0:56 0:00:00 0:00 40:00:00 1010 703 02 02 Off Off 05 605 8:00 8:00 8:00 8:00 9:51 35:50:00 38:51:00 1:09 0:00:00 0:00 40:00:00 359:33:00 392:28:00 7:32:00 0:00:00 27:40:00 413:50:00TOTAL WEEKLY HOURS Weekly pay hours have been reduced from Ͱͮͯ:ͯͮ to Ͱͭͯ:ͱͬ. The agency-developed roster has reduced the pay-to-platform ratio from ͭ.ͭͳʹ to ͭ.ͭͱͭ. Read the entire page →
From page 325... ... COMPARISON CHART FOR CAFETERIA VS. AGENCY ROSTERING Cafeteria Agency Total hours for all weekly rosters 423:32:00 423:32:00 @ Straight time without make-up 393:24:00 392:28:00 @ Make-up hours 13:04:00 7:32:00 @ Overtime hours 6:28:00 0:00:00 @ Spread hours 27:40:00 27:40:00 Pay hours 423:32:00 413:50:00 Number of operators required 10 10 Total platform hours 359:33:00 359:33:00 Pay-to-platform ratio 1.178 1.151 Day Oﬀ Patterns Quality of working weeks is also an important consideration when developing rosters. Read the entire page →
From page 326... ... Chapter 6. Rostering 6-29 Level ͮ. Read the entire page →
From page 327... ... Rostering 6-30 Roster Sun Mon Tue Wed Thur Fri Sat 1 Off Off 2 Off Off 3 Off Off 4 Off Off 5 Off Off 6 Off Off 7 Off Off 8 Off Off 9 Off Off 10 Off Off Days Off Pattern - Option 1 Roster Sun Mon Tue Wed Thur Fri Sat 1 Off Off 2 Off Off 3 Off Off 4 Off Off 5 Off Off 6 Off Off 7 Off Off 8 Off Off 9 Off Off 10 Off Off Days Off Pattern - Option 2 Read the entire page →
From page 328... ... The naming of which runs are part time and which are full time can be reconsidered as part of the rostering process, again depending upon what the labor agreement allows. This is discussed in greater detail in the advanced section. Read the entire page →
From page 329... ... The Advanced Section of Rostering continues on the next page. To jump to Rail Scheduling, go to page ͳ-ͭ. Read the entire page →
From page 330... ... Agencies that use cafeteria rostering have no control over the fi nal rosters, other than ensuring that they are in accord with all applicable rules and regulations. The operators put together their own rosters by selecting runs and days oﬀ from the master lists. Read the entire page →
From page 331... ... Often a full-time or part-time run is determined not by daily hours but by weekly hours (this is not always the case, e.g., when the daily runs that can be assigned to an operator type are specifi ed) Read the entire page →
From page 332... ... Some of these will include: Daily and weekly hour limitations Pay rates and benefi ts for full-time and part-time staﬀ Peak-to-base ratio, which may mandate a signifi cant number of shorter peak runs Employee preferences The amount of weekend service operated Preferences for Ͱ/ͭͬ or ͱ/ʹ work weeks of full-time staﬀ Capacity to attract and retain part-time staﬀ The intent here is to note the possibility to think beyond traditional scheduling approaches when rostering, and to reconsider how part-time and full-time staﬀ are applied, and how run types can be redefi ned. Rotary Rostering The concept of a Rotating Roster was mentioned previously. Read the entire page →
From page 333... ... Rostering 6-36 Operator Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 1 1001 1002 1003 1004 1005 1006 1007 1008 1009 1010 2 1002 1003 1004 1005 1006 1007 1008 1009 1010 1001 3 1003 1004 1005 1006 1007 1008 1009 1010 1001 1002 4 1004 1005 1006 1007 1008 1009 1010 1001 1002 1003 5 1005 1006 1007 1008 1009 1010 1001 1002 1003 1004 6 1006 1007 1008 1009 1010 1001 1002 1003 1004 1005 7 1007 1008 1009 1010 1001 1002 1003 1004 1005 1006 8 1008 1009 1010 1001 1002 1003 1004 1005 1006 1007 9 1009 1010 1001 1002 1003 1004 1005 1006 1007 1008 10 1010 1001 1002 1003 1004 1005 1006 1007 1008 1009 Week Roster Sun Mon Tue Wed Thu Fri Sat 704 01 02 02 604 8:30 8:04 8:00 8:00 8:30 03 03 07 05 07 8:00 8:00 10:17 8:00 10:17 04 04 04 04 04 8:00 8:00 8:00 8:00 8:00 701 06 06 06 601 8:00 8:00 8:00 8:00 8:00 702 02 06 06 602 8:00 8:00 8:00 8:00 8:00 703 02 02 05 605 8:00 8:00 8:00 8:00 9:51 07 07 03 03 03 10:17 10:17 8:00 8:00 8:00 08 08 08 08 08 9:24 9:24 9:24 9:24 9:24 05 01 01 01 603 8:00 8:04 8:04 8:04 8:00 705 05 01 05 07 9:51 8:00 8:04 8:00 10:17 Off Off Off Off Off ROTATION - OPERATOR 5 Off Off Off Off Off Off Off1009 1010 Off Off Off Off Off Off Off Off 5 6 1001 1002 1003 1004 1005 1006 1007 1008 7 8 9 10 1 2 3 4 Read the entire page →
From page 334... ... In order to mitigate signifi cant lifestyle changes from week to week (e.g., moving from split runs one week to AM runs the next week to PM runs the following week) it may be that several distinct rosters are created (e.g., a "Split runs" roster, an "AM Runs" roster, a "PM Runs" roster, etc.) Read the entire page →
From page 335... ... Rostering 6-38 Roster Week Sun Mon Tue Wed Thu Fri Sat 704 101 102 102 604 8:30 8:04 8:00 8:00 8:30 105 101 101 101 603 8:00 8:04 8:04 8:04 8:00 103 103 107 105 107 8:00 8:00 10:17 8:00 10:17 104 104 104 104 104 8:00 8:00 8:00 8:00 8:00 701 106 106 106 601 8:00 8:00 8:00 8:00 8:00 702 102 106 106 602 8:00 8:00 8:00 8:00 8:00 703 102 102 105 605 8:00 8:00 8:00 8:00 9:51 107 107 103 103 103 10:17 10:17 8:00 8:00 8:00 Off Off Off Off Off 4-Week Roster Off Off Off Off Off Off 1001 Off Off 4 Off Off 1002 1 2 3 4 1 2 3 Off A More Automated Spreadsheet We have discussed in previous chapters the need to utilize automated spreadsheet functionality to enhance spreadsheet-based scheduling. This applies strongly to rostering under either the cafeteria- or scheduler-developed approaches. Read the entire page →
From page 336... ... ROSTER INPUT TABLE Sun Mon Tue Wed Thu Fri Sat 704 101 102 102 604 103 103 107 105 107 104 104 104 104 104 701 106 106 106 601 702 102 106 106 602 703 102 102 105 605 107 107 103 103 103 108 108 108 108 108 105 101 101 101 603 705 105 101 105 107 Sum 3,515 836 836 836 836 836 3,015 Check x x x x x x x ROSTER INPUT TABLE RUNS TO BE ROSTERED 101 8:04 601 8:00 701 8:00 102 8:00 602 8:00 702 8:00 103 8:00 603 8:00 703 8:00 104 8:00 604 8:30 704 8:30 105 8:00 605 9:51 705 9:51 106 8:00 3,015 42:21 3,515 42:21 107 10:17 108 9:24 836 67:45 Weekday Runs Saturday Runs Sunday Runs • • Read the entire page →
From page 337... ... . ROSTER OUTPUT Sun Mon Tue Wed Thu Fri Sat Total Hours 704 101 Off Off 102 102 604 8:30 8:04 8:00 8:00 8:30 41:04 Off 103 103 107 105 107 Off 8:00 8:00 10:17 8:00 10:17 44:34 Off 104 104 104 104 104 Off 8:00 8:00 8:00 8:00 8:00 40:00 701 106 106 106 Off Off 601 8:00 8:00 8:00 8:00 8:00 40:00 702 Off Off 102 106 106 602 8:00 8:00 8:00 8:00 8:00 40:00 703 102 102 Off Off 105 605 8:00 8:00 8:00 8:00 9:51 41:51 Off 107 107 103 103 103 Off 10:17 10:17 8:00 8:00 8:00 44:34 Off 108 108 108 108 108 108 9:24 9:24 9:24 9:24 9:24 47:00 Off Off 105 101 101 101 603 8:00 8:04 8:04 8:04 8:00 40:12 705 105 101 105 107 Off Off 9:51 8:00 8:04 8:00 10:17 44:12 Sum 42:21 67:45 67:45 67:45 67:45 67:45 42:21 423:27 Check x x x x x x x ROSTER OUTPUT Every cell in the above table is calculated through the use of lookup functions. Read the entire page →
From page 338... ... Sun Mon Tue Wed Thu =IF(B7=0,"Off",B7) Read the entire page →
From page 339... ... Rostering 6-42 Sun Mon Tue Wed Thu Fri Sat Total Hours 704 101 Off Off 102 102 604 8:30 7:04 8:00 8:00 8:30 40:04 Off 103 103 107 105 107 Off 8:00 8:00 10:17 8:00 10:17 44:34 Off 104 104 104 104 104 Off 8:00 8:00 8:00 8:00 8:00 40:00 701 106 106 106 Off Off 601 8:00 8:00 8:00 8:00 8:00 40:00 702 Off Off 102 106 106 602 8:00 8:00 8:00 8:00 8:00 40:00 703 102 102 Off Off 105 605 8:00 8:00 8:00 8:00 9:51 41:51 Off 107 107 103 103 103 Off 10:17 10:17 8:00 8:00 8:00 44:34 Off 108 108 108 108 108 108 9:24 9:24 9:24 9:24 9:24 47:00 Off Off 105 101 101 101 603 8:00 8:04 8:04 8:04 8:00 40:12 705 105 101 105 107 Off Off 9:51 8:00 8:04 8:00 10:17 44:12 Sum 42:21 66:45 67:45 67:45 67:45 67:45 42:21 422:27 Check x ERR x x x x x ROSTER OUTPUT Preferred Range Max ϦϤ:ϢϢ Min ϦϢ:ϥϢ Finally the above table shows an error check, based on a simple formula (that checks to be sure the total hours assigned for a day match the total daily run hours) Read the entire page →
From page 340... ... The types of hard rules will include factors such as: Minimum/maximum work hours in a period Rest break requirements Total days worked in a week or period Day oﬀ requirements (must they be consecutive, even for four-day weeks? Read the entire page →
From page 341... ... Rostering 6-44 The rostering function will tend to look very much like a spreadsheet -- a pattern with cells for each work day, and each row representing a workweek. Typically the system will allow the scheduler to manually input or swap runs and immediately see the costing (or other impacts) Read the entire page →
From page 342... ... Advanced Rostering JAN FEB MAR APR MAY JUN JUL AUG SEP 0CT N0V DEC DAY Roster 1 28 21 14 6 29 MON 03 6:15 15:15 9:00 06 5:05 15:05 10:00 04 14:50 22:50 8:00 29 22 15 7 30 TUE 04 14:50 22:50 8:00 03 6:15 15:15 9:00 30 23 16 8 31 WED 02 14:51 22:37 7:46 06 5:05 15:05 10:00 01 5:50 15:21 9:31 31 24 17 9 THU 02 14:51 22:37 7:46 01 5:50 15:21 9:31 1 25 18 10 FRI 04 14:50 22:50 8:00 03 6:15 15:15 9:00 2 26 19 11 SAT 01 5:30 15:00 9:30 3 27 20 12 SUN 02 8:418:40 17:21 WEEKLY HOURS 42:57 44:46 36:02 4 28 21 13 MON 01 5:50 15:21 9:31 02 14:51 22:37 7:46 5 29 22 14 TUE 01 5 50 15 21 9 31 02 14 51 22 37 7 46OFF OFF OFF OFF OFF OFF OFF OFF OFF H0URSH0URS Roster 3H0URS Roster 2 : : : : : : 6 30 23 15 WED 02 14:51 22:37 7:46 01 5:50 15:21 9:31 7 1 24 16 THU 02 14:51 22:37 7:46 01 5:50 15:21 9:31 8 2 25 17 FRI 02 14:51 22:37 7:46 01 5:50 15:21 9:31 06 5:05 17:05 12:00 9 3 26 18 SAT 06 11:00 21:00 10:00 01 5:30 15:00 9:30 10 4 27 19 SUN 02 8:418:40 17:21 WEEKLY HOURS 42:49 38:04 45:43 FORTNIGHTLY HOURS 85:46 82:50 81:45 11 5 28 20 12 6 29 21 13 7 30 22 14 8 31 23 15 9 1 24 16 10 2 25 17 11 3 26 WEEKLY HOURS 18 12 4 27 OFF OFF OFF OFFOFF 19 13 5 28 20 14 6 29 21 15 7 30 22 16 8 31 23 17 9 1 24 18 10 2 WEEKLY HOURS FORTNIGHTLY HOURS 25 19 11 3 26 20 12 4 27 21 13 5 28 22 14 6 29 23 15 7 1 24 16 8 2 25 17 9 WEEKLY HOURS 4-WEEK HOURS 3 26 18 10 4 27 19 11 5 28 20 12 6 29 21 13 7 30 22 14 8 31 23 15 9 1 24 16 WEEKLY HOURS FORTNIGHTLY HOURS 10 2 25 17 11 3 26 18 12 4 27 19 13 5 28 20 14 6 29 21 15 7 30 22 16 8 31 23 WEEKLY HOURS 17 9 1 24 18 10 2 25 19 11 3 26 20 12 4 27 21 13 5 28 22 14 6 29 23 15 7 30 WEEKLY HOURS FORTNIGHTLY HOURS 24 16 8 1 25 17 9 2 TUE 04 14:50 22:50 8:00 03 6:15 15:15 9:00 2 26 18 10 3 WED 02 14:51 22:37 7:46 06 5:05 15:05 10:00 01 5:50 15:21 9:31 3 27 19 11 4 THU 02 14:51 22:37 7:46 01 5:50 15:21 9:31 4 28 20 12 5 FRI 04 14:50 22:50 8:00 03 6:15 15:15 9:00 5 29 21 13 6 SAT 01 5:30 15:00 9:30 OFF OFF OFF OFF OFF 4-WEEK HOURS 6 30 22 14 7 SUN 02 8:418:40 17:21 WEEKLY HOURS 42:57 44:46 36:02 7 31 23 15 8 MON 01 5:50 15:21 9:31 OFF 02 14:51 22:37 7:46 8 1 24 16 9 TUE 01 5:50 15:21 9:31 02 14:51 22:37 7:46 9 2 25 17 10 WED 02 14:51 22:37 7:46 01 5:50 15:21 9:31 10 3 26 18 11 THU 02 14:51 22:37 7:46 01 5:50 15:21 9:31 11 4 27 19 12 FRI 02 14:51 22:37 7:46 01 5:50 15:21 9:31 06 5:05 17:05 12:00 12 5 28 20 13 SAT 06 11:00 21:00 10:00 01 5:30 15:00 9:30 13 6 29 21 14 SUN 02 8:418:40 17:21 WEEKLY HOURS 42:49 38:04 45:43 FORTNIGHTLY HOURS 85:46 82:50 81:45 14 7 30 22 15 MON 01 5:50 15:21 9:31 02 14:51 22:37 7:46 OFF 15 8 1 23 16 TUE 01 5:50 15:21 9:31 02 14:51 22:37 7:46 06 5:05 17:05 12:00 16 9 2 24 17 WED 06 12:00 23:00 11:00 02 14:51 22:37 7:46 01 5:50 15:21 9:31 17 10 3 25 18 THU 02 14:51 22:37 7:46 01 5:50 15:21 9:31 18 11 4 26 19 FRI 02 14:51 22:37 7:46 01 5:50 15:21 9:31 19 12 5 27 20 SAT 01 5:30 15:00 9:30 OFF OFF OFF OFF OFF OFF OFF OFF OFF OFF OFF OFF 20 13 6 28 21 SUN 02 8:418:40 17:21 WEEKLY HOURS 45:34 41:29 40:33 21 14 7 29 22 MON 01 5:50 15:21 9:31 02 14:51 22:37 7:46 22 15 8 30 23 TUE 01 5:50 15:21 9:31 02 14:51 22:37 7:46 23 16 9 1 24 WED 01 5:50 15:21 9:31 02 14:51 22:37 7:46 06 11:00 23:00 12:00 24 17 2 25 THU 01 5:50 15:21 9:31 02 14:51 22:37 7:46 25 3 26 FRI 01 5:50 15:21 9:31 02 14:51 22:37 7:46 26 4 27 SAT 06 10:00 21:00 9:30 2 28 SUN OFF OFF OFF OFFOFF OFF JAN FEB MAR APR MAY JUN JUL AUG SEP 0CT N0V DEC DAY Roster 1 R 28 21 14 6 29 MON 03 6:15 15:15 9:00 29 22 15 7 30 TUE 04 14:50 22:50 8:00 30 23 16 8 31 WED 02 14:51 22:37 7:46 31 24 17 9 THU 1 25 18 10 FRI 2 26 19 11 SAT 01 5:30 15:00 9:30 3 27 20 12 SUN 02 8:40 17:21 8:41 WEEKLY HOURS 42:57 4 28 21 13 MON 01 5:50 15:21 9:31 5 29 22 14 TUE OFF OFF OFF H0URS 6 30 23 15 WED 02 14:51 22:37 7:46 7 1 24 16 THU 02 14:51 22:37 7:46 8 2 25 17 FRI 02 14:51 22:37 7:46 9 3 26 18 SAT 06 11:00 21:00 10:00 10 4 27 19 SUN WEEKLY HOURS 42:49 FORTNIGHTLY HOURS 85:46 11 5 28 20 MON 01 5:50 15:21 9:31 12 6 29 21 TUE 01 5:50 15:21 9:31 13 7 30 22 WED 06 12:00 23:00 11:00 14 8 31 23 THU 02 14:51 22:37 7:46 15 9 1 24 FRI 02 14:51 22:37 7:46 16 10 2 25 SAT 17 11 3 26 SUN WEEKLY HOURS 45:34 18 12 4 27 MON OFF OFF OFF OFF 19 13 5 28 TUE 01 5:50 15:21 9:31 20 14 6 29 WED 01 5:50 15:21 9:31 21 15 7 30 THU 01 5:50 15:21 9:31 22 16 8 31 FRI 01 5:50 15:21 9:31 23 17 9 1 SAT 24 18 10 2 SUN WEEKLY HOURS 38:04 OFF OFF Read the entire page →
From page 343... ... It is always wise for the schedulers to be in touch with each operating garage and understand their staﬃ ng situations and what is feasible in the way open run A run which was not bid at the previous sign-up or has been vacated during a sign-up due to retirements, terminations, long term illnesses and such. piece balancing The process in which the scheduler strives to balance the number of AM and PM pieces to increase the possibility of creating split runs that are in accord with formal and informal rules and to leave a balanced number of AM and PM trippers for the extraboard to cover Finding ways to encourage more senior operators to sign up for the extraboard is often in the best interest of the property, since these drivers may have a different assignment every day and work best when they have a working knowledge of the system. Read the entire page →
From page 344... ... If still not assigned, the show-up is given a later report time or a piece of a run during the latter part of the work day. Dispatchers often get very creative in the use of their show-up operators. Read the entire page →
From page 345... ... On some systems, there is a contractual maximum spread for the extraboard, just as there often is for regular runs. If our example property has a ͭͯ-hour spread maximum, then our operator would have to be given an assignment that would fi nish by ͱ:Ͱͱ PM. Read the entire page →
From page 346... ... A typical approach to sizing the extraboard is to look at the needs of each garage and fi gure what the average number of extraboard operators should be. You could start with the following list, which is intended to cover weekday work: Average number of daily absencesͭ ͭͳ Vacation reliefsͮ ͱ Open runsͯ Ͳ MiscellaneousͰ Ͱ Number of balanced AM and PM trippersͱ ͭ͵ Total ͱͭ Notes: ͭ This is the number which experience over the year or the particular season of the sign-up tells us is needed for a typical weekday. Read the entire page →
From page 347... ... Level ͯ. Advanced RosteringChapter 6. Read the entire page →
From page 348... ... ͭͮ/ͮʹ/ͳͲ ͮ Adams, J ͮ/ͭͯ/ͳʹ ͯ Harding, W ʹ/ͭͮ/ʹͬ Ͱ Nixon, R ͭ/ͭͰ/ʹͭ ͱ Jackson, A ͵/ͭͬ/ʹͰ Ͳ Cleveland, G ͯ/ͭͬ/ʹͲ ͳ Arthur, C ͵/ͬͲ/͵ͬ ʹ Monroe, J ʹ/ͭͱ/͵ͮ ͵ Taylor, Z ͱ/ͬͯ/͵Ͱ ͭͬ Hayes, R ͭͭ/ͬͱ/͵ͳ ͭͭ Garfi eld, J Ͱ/ͭͳ/͵ʹ ͭͮ Hoover, H ͭ/ͬͯ/ͬͬ ͭͯ Coolidge, C ͮ/ͮͮ/ͬͭ ͭͰ Johnson, L Ͳ/ͭͯ/ͬͮ ͭͱ Grant, U ͮ/ͮͰ/ͬͰ ͭͲ Ford, G ͭͬ/ͬͭ/ͬͲ ͭͳ Harrison, W ͱ/ͭͱ/ͬͳ ͭʹ Adams, JQ ʹ/ͭͰ/ͬͳ ͭ͵ Jeﬀ erson, T ͭͮ/ͭͬ/ͬͳ ͮͬ Van Buren, M ͭͮ/ͭͬ/ͬͳ The other piece of information we need is a list of open work to which the extraboard operators will be matched. Read the entire page →
From page 349... ... Level ͯ. Advanced RosteringChapter 6. Read the entire page →
From page 350... ... . He/she makes a last minute check of the sick list to see if there are any additions or deletions to it (typically operators have a deadline to get on or oﬀ the sick list which is about an hour before the next day's assignments are posted) Read the entire page →
From page 351... ... We would expect this to be a luxury not usually available to the dispatcher. In such cases, he/she would give an ͭͭ:ͬͬ Show-up to one of the earlier extraboard operators who might not have received any work. Read the entire page →
From page 352... ... Advanced Rostering Holidays Holidays can be a big issue when preparing the runcut for the pick. The labor agreement or past practice (or both) Read the entire page →
From page 353... ... Rostering 6-56 LEVEL 3 End of Rostering. Rail Scheduling begins on the next page. Read the entire page →

From page 299...

... Chapter 6. Rostering Ͳ.ͭ Basic Rostering (Level ͭ)

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From page 300...

... Assignments may include mixtures of runs, such as: Weekday runs only Weekday runs and a Saturday run Weekday runs and a Sunday run Weekday runs, a Saturday run, and a Sunday run Roster No. Sun Mon Tue Wed Thu Fri Sat WeeklyPay Hours 1001 Off 1018:00 1018:00 1018:00 1018:00 1018:00 Off 40:00 1002 Off 1028:00 1028:00 1028:00 1028:00 1028:00 Off 40:00 1003 70110:00 10310:00 10310:00 10310:00 Off Off Off 40:00 1004 Off Off 10410:00 10410:00 10410:00 10410:00 Off 40:00 1005 Off 1058:00 1058:00 1058:00 1058:00 1058:00 Off 40:00 1006 Off 10410:00 Off Off 10310:00 10310:00 60110:00 40:00 In the example, roster numbers are four digits and all run numbers are three digits.

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From page 301...

... Minor changes to a trip or series of trips made during the sign-up period (due to detours or minor running time problems) are usually addressed by means of a "patch" or temporary modifi cation.

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From page 302...

... MASTER RUN LIST AND MASTER DAYS OFF LIST Weekday Runs Saturday Runs Sunday Runs Run # Pay hours Run # Pay hours Run # Pay hours 101 8:00 601 10:00 701 10:00 102 8:00 602 8:45 702 8:00 103 10:00 603 8:15 703 8:21 104 10:00 604 8:00 105 8:00 106 8:22 107 8:45 Available Runs - Five Day Rosters Sun Mon Tue Wed Thu Fri Sat 702 101 101 101 101 101 602 703 102 102 102 102 102 603 105 105 105 105 105 604 106 106 106 106 106 107 107 107 107 107 Available Days Off - Five Day Rosters Sun Mon Tue Wed Thu Fri Sat 4 1 1 1 1 1 3 Available Runs - Four Day Rosters Sun Mon Tue Wed Thu Fri Sat 701 103 103 103 103 103 601 104 104 104 104 104 Available Days Off - Four Day Rosters Sun Mon Tue Wed Thu Fri Sat 2 1 1 1 1 1 2

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From page 303...

... Under cafeteria rostering, senior operators often pick runs greater than eight hours in length to qualify for more overtime pay. Since senior operators usually earn the most and pick fi rst; this can increase agency costs and leave junior operators with runs that pay eight hours or less.

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From page 304...

... ROSTER WITH DAILY MAKE-UP AND DAILY OVERTIME Time Sun Mon Tue Wed Thu Fri Sat Weekly Total Platform Off Off 7:50 7:50 7:50 7:50 8:40 Guarantee 0:10 0:10 0:10 0:10 Overtime 0:20 Pay Hours 8:00 8:00 8:00 8:00 9:00 41:00 ROSTER WITH WEEKLY MAKE-UP AND WEEKLY OVERTIME Time Sun Mon Tue Wed Thu Fri Sat Weekly Total Platform Off Off 7:50 7:50 7:50 7:50 8:40 Guarantee Overtime Pay Hours 7:50 7:50 7:50 7:50 8:40 40:00 In the absence of daily guarantees and overtime, savings are possible with cafeteria rostering. However, these savings would occur randomly and would not reach the potential savings associated with agency-developed rostering.

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From page 305...

... Option 1 - Completed Run Cut Time Place Type Time Place Type 101 Str 2 5:46 6:01 Garage Pull 12:09 A Street 12:34 6:08 0:30 0:10 6:48 6:48 1:12 0:00:00 0:00:00 8:00:00 1.304 102 Str 2 11:44 12:09 A Street 18:38 Garage Pull 18:53 6:29 0:30 0:10 7:09 7:09 0:51 0:00:00 0:00:00 8:00:00 1.234 103 Str 3 5:35 5:50 Garage Pull 12:39 A Street 13:04 6:49 0:30 0:10 7:29 7:29 0:31 0:00:00 0:00:00 8:00:00 1.174 104 Str 3 12:14 12:39 A Street 18:19 Garage Pull 18:34 5:40 0:30 0:10 6:20 6:20 1:40 0:00:00 0:00:00 8:00:00 1.412 105 Str 5 6:05 6:20 Garage Pull 13:09 A Street 13:34 6:49 0:30 0:10 7:29 7:29 0:31 0:00:00 0:00:00 8:00:00 1.174 106 Str 5 12:44 13:09 A Street 19:53 Garage Pull 20:08 6:44 0:30 0:10 7:24 7:24 0:36 0:00:00 0:00:00 8:00:00 1.188 1 5:31 5:46 Garage Pull 9:19 Garage Pull 9:24 6 14:46 15:01 Garage Pull 19:49 Garage Pull 20:04 108 Pt 4 5:50 6:05 Garage Pull 9:38 Garage Pull 9:53 3:33 0:30 0:00 4:03 4:03 0:00 0:00:00 0:00:00 4:03:00 1.141 109 Pt 7 15:05 15:20 Garage Pull 19:19 Garage Pull 19:34 3:59 0:30 0:00 4:29 4:29 0:00 0:00:00 0:00:00 4:29:00 1.126 54:32 4:50 1:00 60:21 5:21 0:35 2:09 68:27 1.255 0:50 0:00 2:09:00 11:55:30 1.428 Spread Penalty Paid Hours Pay/ Plat 107 Spl 8:21 9:11 14:18 0:00 0:35:30 Sign Off Time Plat Hours Total Hours Spread Guarantee Overtime Report Hours Travel Hours Run # Type Block # Report Time Start End Because Route ͵ͳ operates only on weekdays, available days oﬀ are on Saturdays and Sundays only. In this example and for weekday-only service in general, the number of available days oﬀ on Saturday and on Sunday is equal to the number of weekday runs that may be picked by operators.

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From page 306...

... Basic Rostering OPERATORS REQUIRED FOR 8-HOUR RUNS Weekly total Day # daily runs # days per week (daily runs * days)

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From page 307...

... Applying these formulas to Route ͵ͳ, with nine weekday runs and no weekend service: OPERATORS REQUIRED FOR 8-HOUR RUNS ON ROUTE 97 Weekly total Day # daily runs # days per week (daily runs * days)

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From page 308...

... Sun Mon Tue Wed Thu Fri Sat Weekly Work Hours # # # # # x:xx x:xx x:xx x:xx x:xx 1001 Off Off xx:xx Under this numbering convention, a ͭͬͬͬ series number is used as the weekly roster number to avoid confusion with the numbers used to represent daily runs. "#" represents the daily run number under each day of the week, and "x:xx" represents the work hours associated with the run.

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From page 309...

... Sun Mon Tue Wed Thu Fri Sat Weekly Hours Make-up Hours Overtime Spread Hours Weekly Pay Hours 1001 Off 101 101 101 101 101 Off 6:48 6:48 6:48 6:48 6:48 34:00:00 6:00 0:00:00 0:00:00 40:00:00 1002 Off 102 102 102 102 102 Off 7:09 7:09 7:09 7:09 7:09 35:45:00 4:15 0:00:00 0:00:00 40:00:00 1003 Off 103 103 103 103 103 Off 7:29 7:29 7:29 7:29 7:29 37:25:00 2:35 0:00:00 0:00:00 40:00:00 1004 Off 104 104 104 104 104 Off 6:20 6:20 6:20 6:20 6:20 31:40:00 8:20 0:00:00 0:00:00 40:00:00 1005 Off 105 105 105 105 105 Off 7:29 7:29 7:29 7:29 7:29 37:25:00 2:35 0:00:00 0:00:00 40:00:00 1006 Off 106 106 106 106 106 Off 7:24 7:24 7:24 7:24 7:24 37:00:00 3:00 0:00:00 0:00:00 40:00:00 1007 Off 107 107 107 107 107 Off 9:11 9:11 9:11 9:11 9:11 45:55:00 0:00 2:57:30 10:45:00 59:37:30 1008 Off 108 108 108 108 108 Off 4:03 4:03 4:03 4:03 4:03 20:15:00 0:00 0:00:00 0:00:00 20:15:00 1009 Off 109 109 109 109 109 Off 4:29 4:29 4:29 4:29 4:29 22:25:00 0:00 0:00:00 0:00:00 22:25:00 Total 301:50:00 26:45:00 2:57:30 10:45:00 342:17:30 This roster features consistent runs in each assignment. Rosters ͭͬͬͭ through ͭͬͬͳ are fulltime rosters, while Rosters ͭͬͬʹ and ͭͬͬ͵ are part-time rosters.

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From page 310...

... Sun Mon Tue Wed Thu Fri Sat Weekly Hours Make-up Hours Overtime Spread Hours Weekly Pay Hours 1001 Off 101 101 101 101 101 Off 6:48 6:48 6:48 6:48 6:48 34:00:00 6:00 0:00:00 0:00:00 40:00:00 1002 Off 102 102 102 102 102 Off 7:09 7:09 7:09 7:09 7:09 35:45:00 4:15 0:00:00 0:00:00 40:00:00 1003 Off 103 103 103 103 103 Off 7:29 7:29 7:29 7:29 7:29 37:25:00 2:35 0:00:00 0:00:00 40:00:00 1004 Off 107 107 104 104 104 Off 9:11 9:11 6:20 6:20 6:20 37:22:00 2:38 0:00:00 4:18:00 44:18:00 1005 Off 105 105 105 105 107 Off 7:29 7:29 7:29 7:29 9:11 39:07:00 0:53 0:00:00 2:09:00 42:09:00 1006 Off 106 106 106 106 106 Off 7:24 7:24 7:24 7:24 7:24 37:00:00 3:00 0:00:00 0:00:00 40:00:00 1007 Off 104 104 107 107 105 Off 6:20 6:20 9:11 9:11 7:29 38:31:00 1:29 0:00:00 4:18:00 44:18:00 1008 Off 108 108 108 108 108 Off 4:03 4:03 4:03 4:03 4:03 20:15:00 0:00 0:00:00 0:00:00 20:15:00 1009 Off 109 109 109 109 109 Off 4:29 4:29 4:29 4:29 4:29 22:25:00 0:00 0:00:00 0:00:00 22:25:00 Total 301:50:00 20:50:00 0:00:00 10:45:00 333:25:00 The shortest full-time work assignment in variation ͮ is ͯͰ:ͬͬ, compared to ͯͭ:Ͱͬ in variation ͭ, and no roster involves work in excess of Ͱͬ hours per week. Why does weekly overtime and make-up time make a diﬀ erence?

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From page 311...

... Sun Mon Tue Wed Thu Fri Sat Weekly Hours Make-up Hours Overtime Spread Hours Weekly Pay Hours 1001 Off 101 101 101 101 101 Off 6:48 6:48 6:48 6:48 6:48 34:00:00 6:00 0:00:00 0:00:00 40:00:00 1002 Off 102 102 102 102 102 Off 7:09 7:09 7:09 7:09 7:09 35:45:00 4:15 0:00:00 0:00:00 40:00:00 1003 Off 103 103 103 103 103 Off 7:29 7:29 7:29 7:29 7:29 37:25:00 2:35 0:00:00 0:00:00 40:00:00 1004 Off 107 107 104 104 104 Off 9:11 9:11 6:20 6:20 6:20 37:22:00 5:00 1:11:00 4:18:00 47:51:00 1005 Off 105 105 105 105 107 Off 7:29 7:29 7:29 7:29 9:11 39:07:00 2:04 0:35:30 2:09:00 43:55:30 1006 Off 106 106 106 106 106 Off 7:24 7:24 7:24 7:24 7:24 37:00:00 3:00 0:00:00 0:00:00 40:00:00 1007 Off 104 104 107 107 105 Off 6:20 6:20 9:11 9:11 7:29 38:31:00 3:51 1:11:00 4:18:00 47:51:00 1008 Off 108 108 108 108 108 Off 4:03 4:03 4:03 4:03 4:03 20:15:00 0:00 0:00:00 0:00:00 20:15:00 1009 Off 109 109 109 109 109 Off 4:29 4:29 4:29 4:29 4:29 22:25:00 0:00 0:00:00 0:00:00 22:25:00 Total 301:50:00 26:45:00 2:57:30 10:45:00 342:17:30 Pay-to-Platform Rati o 1.255 Many agencies believe that it is important for an operator to work the same weekday run every day. The operator becomes more familiar with the route and also gets to know regular passengers who ride at the same time every day.

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From page 312...

... 5:55:00 0:00:00 5:55:00 @ Make-up 26:45:00 20:50:00 26:45:00 @ Spread time (half-time over 10 hours) 21:30:00 21:30:00 21:30:00 Pay hours 342:17:30 333:25:00 342:17:30 Number of operators required 9 (7/2)

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From page 313...

... Rostering 6-16 Cafeteria Rosters Under the cafeteria rostering approach, operators build their own rosters by picking their weekly work from the master run list and the master days oﬀ list. These master lists are either the actual Run Guide shown earlier or derived directly from the Run Guide.

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From page 314...

... To jump to Rail Scheduling, go to page ͳ-ͭ.

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From page 315...

... Completed Run Cut - Blocks Rehooked Time Place Type Time Place Type 101 Str 1 5:31 5:46 Garage Pull 13:09 A Street 13:34 7:23 0:30 0:10 8:03 8:03 0:00 0:01:30 0:00:00 8:04:30 1.094 102 Str 1 12:44 13:09 A Street 19:53 Garage Pull 20:08 6:44 0:30 0:10 7:24 7:24 0:36 0:00:00 0:00:00 8:00:00 1.188 103 Str 2 5:35 5:50 Garage Pull 12:39 A Street 13:04 6:49 0:30 0:10 7:29 7:29 0:31 0:00:00 0:00:00 8:00:00 1.174 104 Str 2 12:14 12:39 A Street 19:49 Garage Pull 20:04 7:10 0:30 0:10 7:50 7:50 0:10 0:00:00 0:00:00 8:00:00 1.116 105 Str 3 5:46 6:01 Garage Pull 12:09 A Street 12:34 6:08 0:30 0:10 6:48 6:48 1:12 0:00:00 0:00:00 8:00:00 1.304 106 Str 3 11:44 12:09 A Street 19:19 Garage Pull 19:34 7:10 0:30 0:10 7:50 7:50 0:10 0:00:00 0:00:00 8:00:00 1.116 4 5:50 6:05 Garage Pull 10:19 Garage Pull 10:24 6 14:31 14:46 Garage Pull 18:19 Garage Pull 18:34 5 6:05 6:20 Garage Pull 9:53 Garage Pull 9:58 7 14:50 15:05 Garage Pull 18:38 Garage Pull 18:53 56:17 4:40 0:00 1:00 61:57 2:43 0:20 2:46 67:46 1.204 Run # Type Block # Report Time Start End Spread Penalty Paid Hours Pay/ Plat Sign Off Time Plat Hours Report Hours Paid Break Travel Hours Total Work Hours 8:37 12:44 0:00 Spread Make-up Overtime 0:18:30107 Spl 7:47 0:50 0:00 1:22:00 10:17:30 1.322 108 Spl 7:06 0:50 0:00 1.3247:56 12:48 0:04 0:00:00 1:24:00 9:24:00 Cafeteria-style rosters will be considered fi rst, since these are simpler for the scheduler. In a cafeteria system, the scheduler is only responsible for calculating the number of operators needed and the available days oﬀ by day of the week.

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From page 316...

... Intermediate Rostering OPERATORS REQUIRED FOR 8-HOUR RUNS Weekly total Day # daily runs # days per week (daily runs * days)

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From page 317...

... Rostering 6-20 CAFETERIA ROSTER - Route 97 Roster No. Sun Mon Tue Wed Thu Fri Sat Weekly Hours Platform Hours 101 Off 07 07 07 07 07 Off 10:17 10:17 10:17 10:17 10:17 51:27:30 38:55:00 102 Off 08 08 08 08 08 Off 9:24 9:24 9:24 9:24 9:24 47:00:00 35:30:00 103 Off 01 01 01 01 01 Off 8:04 8:04 8:04 8:04 8:04 40:22:30 36:55:00 104 Off 05 05 05 05 05 Off 8:00 8:00 8:00 8:00 8:00 40:00:00 30:40:00 105 Off 02 02 02 02 02 Off 8:00 8:00 8:00 8:00 8:00 40:00:00 33:40:00 106 Off 03 03 03 03 03 Off 8:00 8:00 8:00 8:00 8:00 40:00:00 34:05:00 107 Off 04 04 04 04 04 Off 8:00 8:00 8:00 8:00 8:00 40:00:00 35:50:00 108 Off 06 06 06 06 06 Off 8:00 8:00 8:00 8:00 8:00 40:00:00 35:50:00 338:50:00 281:25:00TOTAL WEEKLY HOURS

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From page 318...

... MASTER RUN LIST Weekday Runs Saturday Runs Sunday Runs Run # Pay hours Run # Pay hours Run # Pay hours 01 8:04 601 8:00 701 8:00 02 8:00 602 8:00 702 8:00 03 8:00 603 8:00 703 8:00 04 8:00 604 8:30 704 8:30 05 8:00 605 9:51 705 9:51 06 8:00 07 10:17 08 9:24 The total number of operators is determined using the formula for computing operators and days oﬀ , as shown below. The addition of weekend service on Route ͵ͳ results in a total of ͭͬ operators needed for this example, compared to eight for weekday-only service.

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From page 319...

... Rostering 6-22 OPERATORS REQUIRED FOR 8-HOUR RUNS WITH WEEKEND SERVICE Weekly total Day # daily runs # days per week (daily runs * days)

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From page 320...

... Sun Mon Tue Wed Thu Fri Sat Platform Hours Work Hours Make-up Time Overtime Spread Time W 1001 Off 107 107 107 107 107 Off 10:17 10:17 10:17 10:17 10:17 38:55:00 43:05:00 0:00 3:05:00 13:40 1002 Off 108 108 108 108 108 Off 9:24 9:24 9:24 9:24 9:24 35:30:00 39:40:00 0:20 0:00:00 14:00 1003 Off Off 101 101 101 101 605 8:04 8:04 8:04 8:04 9:51 38:16:00 41:26:00 0:00 1:26:00 0:00 1004 705 105 105 105 105 Off Off 9:51 8:00 8:00 8:00 8:00 33:16:00 36:30:00 4:44 1:14:00 0:00 1005 704 101 Off Off 102 102 604 8:30 8:04 8:00 8:00 8:30 36:31:00 39:31:00 1:12 0:43:00 0:00 1006 Off 103 103 103 103 103 Off 8:00 8:00 8:00 8:00 8:00 34:05:00 37:25:00 2:35 0:00:00 0:00 Remaining days oﬀ available would be: DAYS OFF ALLOWED Updated Sunday Monday Tuesday Wednesday Thursday Friday Saturday 1 1 1 1 2 1 1 The completed cafeteria roster (shown below) has a weekly total of Ͱͮͯ:ͯͮ hours.

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From page 321...

... Sun Mon Tue Wed Thu Fri Sat Platform Hours Work Hours Make-up Time Overtime Spread Time Weekly Pay Hours 1001 Off 107 107 107 107 107 Off 10:17 10:17 10:17 10:17 10:17 38:55:00 43:05:00 0:00 3:05:00 13:40 51:27:30 1002 Off 108 108 108 108 108 Off 9:24 9:24 9:24 9:24 9:24 35:30:00 39:40:00 0:20 0:00:00 14:00 47:00:00 1003 Off Off 101 101 101 101 605 8:04 8:04 8:04 8:04 9:51 38:16:00 41:26:00 0:00 1:26:00 0:00 42:09:00 1004 705 105 105 105 105 Off Off 9:51 8:00 8:00 8:00 8:00 33:16:00 36:30:00 4:44 1:14:00 0:00 41:51:00 1005 704 101 Off Off 102 102 604 8:30 8:04 8:00 8:00 8:30 36:31:00 39:31:00 1:12 0:43:00 0:00 41:04:30 1006 Off 103 103 103 103 103 Off 8:00 8:00 8:00 8:00 8:00 34:05:00 37:25:00 2:35 0:00:00 0:00 40:00:00 1007 Off 104 104 104 104 104 Off 8:00 8:00 8:00 8:00 8:00 35:50:00 39:10:00 0:50 0:00:00 0:00 40:00:00 1008 701 106 106 106 Off Off 601 8:00 8:00 8:00 8:00 8:00 36:30:00 39:30:00 0:30 0:00:00 0:00 40:00:00 1009 702 Off Off 102 106 106 602 8:00 8:00 8:00 8:00 8:00 36:04:00 39:04:00 0:56 0:00:00 0:00 40:00:00 1010 703 102 102 Off Off 105 603 8:00 8:00 8:00 8:00 8:00 34:36:00 38:03:00 1:57 0:00:00 0:00 40:00:00 359:33:00 393:24:00 13:04:00 6:28:00 27:40:00 423:32:00TOTAL It may be useful at this point to walk through an example of the calculations for a specifi c roster number. In Roster ͭͬͬͭ, the daily platform hours for Run ͭͬͳ, taken from the Run Guide at the beginning of this section, are multiplied by ͱ to convert to weekly hours: ͳ:Ͱͳ x ͱ = ͯʹ:ͱͱ.

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From page 322...

... Intermediate Rostering The formula for weekly pay hours is: Work hours + Make-up time + (Overtime x ͬ.ͱ) + (Spread time x ͬ.ͱ)

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From page 323...

... In cases where overtime and make-up time are calculated on a weekly and not daily basis, there is the opportunity to combine daily runs with greater than eight hours pay time with daily runs paying less than eight hours to reduce or eliminate weekly overtime and make-up time. In the basic rostering section, the agency-developed roster reduced the pay-to-platform ratio from ͭ.ͮͱʹ for the cafeteria roster to ͭ.ͮͮͱ.

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From page 324...

... Sun Mon Tue Wed Thu Fri Sat Platform Hours Straight Time Make-up Time Overtime Spread Time Weekly Pay Hours 1001 Off 07 07 03 03 03 Off 10:17 10:17 8:00 8:00 8:00 36:01:00 39:41:00 0:19 0:00:00 5:28 42:44:00 1002 Off 08 08 08 08 08 Off 9:24 9:24 9:24 9:24 9:24 35:30:00 39:40:00 0:20 0:00:00 14:00 47:00:00 1003 Off Off 05 01 01 01 603 8:00 8:04 8:04 8:04 8:00 35:47:00 38:58:00 1:02 0:00:00 0:00 40:00:00 1004 705 05 01 05 07 Off Off 9:51 8:00 8:04 8:00 10:17 36:10:00 39:02:00 0:58 0:00:00 2:44 41:22:00 1005 704 01 Off Off 02 02 604 8:30 8:04 8:00 8:00 8:30 36:31:00 39:31:00 0:29 0:00:00 0:00 40:00:00 1006 Off 03 03 07 05 07 Off 8:00 8:00 10:17 8:00 10:17 35:20:00 39:01:00 0:59 0:00:00 5:28 42:44:00 1007 Off 04 04 04 04 04 Off 8:00 8:00 8:00 8:00 8:00 35:50:00 39:10:00 0:50 0:00:00 0:00 40:00:00 1008 701 06 06 06 Off Off 601 8:00 8:00 8:00 8:00 8:00 36:30:00 39:30:00 0:30 0:00:00 0:00 40:00:00 1009 702 Off Off 02 06 06 602 8:00 8:00 8:00 8:00 8:00 36:04:00 39:04:00 0:56 0:00:00 0:00 40:00:00 1010 703 02 02 Off Off 05 605 8:00 8:00 8:00 8:00 9:51 35:50:00 38:51:00 1:09 0:00:00 0:00 40:00:00 359:33:00 392:28:00 7:32:00 0:00:00 27:40:00 413:50:00TOTAL WEEKLY HOURS Weekly pay hours have been reduced from Ͱͮͯ:ͯͮ to Ͱͭͯ:ͱͬ. The agency-developed roster has reduced the pay-to-platform ratio from ͭ.ͭͳʹ to ͭ.ͭͱͭ.

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From page 325...

... COMPARISON CHART FOR CAFETERIA VS. AGENCY ROSTERING Cafeteria Agency Total hours for all weekly rosters 423:32:00 423:32:00 @ Straight time without make-up 393:24:00 392:28:00 @ Make-up hours 13:04:00 7:32:00 @ Overtime hours 6:28:00 0:00:00 @ Spread hours 27:40:00 27:40:00 Pay hours 423:32:00 413:50:00 Number of operators required 10 10 Total platform hours 359:33:00 359:33:00 Pay-to-platform ratio 1.178 1.151 Day Oﬀ Patterns Quality of working weeks is also an important consideration when developing rosters.

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From page 326...

... Chapter 6. Rostering 6-29 Level ͮ.

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From page 327...

... Rostering 6-30 Roster Sun Mon Tue Wed Thur Fri Sat 1 Off Off 2 Off Off 3 Off Off 4 Off Off 5 Off Off 6 Off Off 7 Off Off 8 Off Off 9 Off Off 10 Off Off Days Off Pattern - Option 1 Roster Sun Mon Tue Wed Thur Fri Sat 1 Off Off 2 Off Off 3 Off Off 4 Off Off 5 Off Off 6 Off Off 7 Off Off 8 Off Off 9 Off Off 10 Off Off Days Off Pattern - Option 2

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From page 328...

... The naming of which runs are part time and which are full time can be reconsidered as part of the rostering process, again depending upon what the labor agreement allows. This is discussed in greater detail in the advanced section.

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From page 329...

... The Advanced Section of Rostering continues on the next page. To jump to Rail Scheduling, go to page ͳ-ͭ.

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From page 330...

... Agencies that use cafeteria rostering have no control over the fi nal rosters, other than ensuring that they are in accord with all applicable rules and regulations. The operators put together their own rosters by selecting runs and days oﬀ from the master lists.

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From page 331...

... Often a full-time or part-time run is determined not by daily hours but by weekly hours (this is not always the case, e.g., when the daily runs that can be assigned to an operator type are specifi ed)

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From page 332...

... Some of these will include: Daily and weekly hour limitations Pay rates and benefi ts for full-time and part-time staﬀ Peak-to-base ratio, which may mandate a signifi cant number of shorter peak runs Employee preferences The amount of weekend service operated Preferences for Ͱ/ͭͬ or ͱ/ʹ work weeks of full-time staﬀ Capacity to attract and retain part-time staﬀ The intent here is to note the possibility to think beyond traditional scheduling approaches when rostering, and to reconsider how part-time and full-time staﬀ are applied, and how run types can be redefi ned. Rotary Rostering The concept of a Rotating Roster was mentioned previously.

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From page 333...

... Rostering 6-36 Operator Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 1 1001 1002 1003 1004 1005 1006 1007 1008 1009 1010 2 1002 1003 1004 1005 1006 1007 1008 1009 1010 1001 3 1003 1004 1005 1006 1007 1008 1009 1010 1001 1002 4 1004 1005 1006 1007 1008 1009 1010 1001 1002 1003 5 1005 1006 1007 1008 1009 1010 1001 1002 1003 1004 6 1006 1007 1008 1009 1010 1001 1002 1003 1004 1005 7 1007 1008 1009 1010 1001 1002 1003 1004 1005 1006 8 1008 1009 1010 1001 1002 1003 1004 1005 1006 1007 9 1009 1010 1001 1002 1003 1004 1005 1006 1007 1008 10 1010 1001 1002 1003 1004 1005 1006 1007 1008 1009 Week Roster Sun Mon Tue Wed Thu Fri Sat 704 01 02 02 604 8:30 8:04 8:00 8:00 8:30 03 03 07 05 07 8:00 8:00 10:17 8:00 10:17 04 04 04 04 04 8:00 8:00 8:00 8:00 8:00 701 06 06 06 601 8:00 8:00 8:00 8:00 8:00 702 02 06 06 602 8:00 8:00 8:00 8:00 8:00 703 02 02 05 605 8:00 8:00 8:00 8:00 9:51 07 07 03 03 03 10:17 10:17 8:00 8:00 8:00 08 08 08 08 08 9:24 9:24 9:24 9:24 9:24 05 01 01 01 603 8:00 8:04 8:04 8:04 8:00 705 05 01 05 07 9:51 8:00 8:04 8:00 10:17 Off Off Off Off Off ROTATION - OPERATOR 5 Off Off Off Off Off Off Off1009 1010 Off Off Off Off Off Off Off Off 5 6 1001 1002 1003 1004 1005 1006 1007 1008 7 8 9 10 1 2 3 4

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From page 334...

... In order to mitigate signifi cant lifestyle changes from week to week (e.g., moving from split runs one week to AM runs the next week to PM runs the following week) it may be that several distinct rosters are created (e.g., a "Split runs" roster, an "AM Runs" roster, a "PM Runs" roster, etc.)

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From page 335...

... Rostering 6-38 Roster Week Sun Mon Tue Wed Thu Fri Sat 704 101 102 102 604 8:30 8:04 8:00 8:00 8:30 105 101 101 101 603 8:00 8:04 8:04 8:04 8:00 103 103 107 105 107 8:00 8:00 10:17 8:00 10:17 104 104 104 104 104 8:00 8:00 8:00 8:00 8:00 701 106 106 106 601 8:00 8:00 8:00 8:00 8:00 702 102 106 106 602 8:00 8:00 8:00 8:00 8:00 703 102 102 105 605 8:00 8:00 8:00 8:00 9:51 107 107 103 103 103 10:17 10:17 8:00 8:00 8:00 Off Off Off Off Off 4-Week Roster Off Off Off Off Off Off 1001 Off Off 4 Off Off 1002 1 2 3 4 1 2 3 Off A More Automated Spreadsheet We have discussed in previous chapters the need to utilize automated spreadsheet functionality to enhance spreadsheet-based scheduling. This applies strongly to rostering under either the cafeteria- or scheduler-developed approaches.

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From page 336...

... ROSTER INPUT TABLE Sun Mon Tue Wed Thu Fri Sat 704 101 102 102 604 103 103 107 105 107 104 104 104 104 104 701 106 106 106 601 702 102 106 106 602 703 102 102 105 605 107 107 103 103 103 108 108 108 108 108 105 101 101 101 603 705 105 101 105 107 Sum 3,515 836 836 836 836 836 3,015 Check x x x x x x x ROSTER INPUT TABLE RUNS TO BE ROSTERED 101 8:04 601 8:00 701 8:00 102 8:00 602 8:00 702 8:00 103 8:00 603 8:00 703 8:00 104 8:00 604 8:30 704 8:30 105 8:00 605 9:51 705 9:51 106 8:00 3,015 42:21 3,515 42:21 107 10:17 108 9:24 836 67:45 Weekday Runs Saturday Runs Sunday Runs • •

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From page 337...

... . ROSTER OUTPUT Sun Mon Tue Wed Thu Fri Sat Total Hours 704 101 Off Off 102 102 604 8:30 8:04 8:00 8:00 8:30 41:04 Off 103 103 107 105 107 Off 8:00 8:00 10:17 8:00 10:17 44:34 Off 104 104 104 104 104 Off 8:00 8:00 8:00 8:00 8:00 40:00 701 106 106 106 Off Off 601 8:00 8:00 8:00 8:00 8:00 40:00 702 Off Off 102 106 106 602 8:00 8:00 8:00 8:00 8:00 40:00 703 102 102 Off Off 105 605 8:00 8:00 8:00 8:00 9:51 41:51 Off 107 107 103 103 103 Off 10:17 10:17 8:00 8:00 8:00 44:34 Off 108 108 108 108 108 108 9:24 9:24 9:24 9:24 9:24 47:00 Off Off 105 101 101 101 603 8:00 8:04 8:04 8:04 8:00 40:12 705 105 101 105 107 Off Off 9:51 8:00 8:04 8:00 10:17 44:12 Sum 42:21 67:45 67:45 67:45 67:45 67:45 42:21 423:27 Check x x x x x x x ROSTER OUTPUT Every cell in the above table is calculated through the use of lookup functions.

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From page 338...

... Sun Mon Tue Wed Thu =IF(B7=0,"Off",B7)

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From page 339...

... Rostering 6-42 Sun Mon Tue Wed Thu Fri Sat Total Hours 704 101 Off Off 102 102 604 8:30 7:04 8:00 8:00 8:30 40:04 Off 103 103 107 105 107 Off 8:00 8:00 10:17 8:00 10:17 44:34 Off 104 104 104 104 104 Off 8:00 8:00 8:00 8:00 8:00 40:00 701 106 106 106 Off Off 601 8:00 8:00 8:00 8:00 8:00 40:00 702 Off Off 102 106 106 602 8:00 8:00 8:00 8:00 8:00 40:00 703 102 102 Off Off 105 605 8:00 8:00 8:00 8:00 9:51 41:51 Off 107 107 103 103 103 Off 10:17 10:17 8:00 8:00 8:00 44:34 Off 108 108 108 108 108 108 9:24 9:24 9:24 9:24 9:24 47:00 Off Off 105 101 101 101 603 8:00 8:04 8:04 8:04 8:00 40:12 705 105 101 105 107 Off Off 9:51 8:00 8:04 8:00 10:17 44:12 Sum 42:21 66:45 67:45 67:45 67:45 67:45 42:21 422:27 Check x ERR x x x x x ROSTER OUTPUT Preferred Range Max ϦϤ:ϢϢ Min ϦϢ:ϥϢ Finally the above table shows an error check, based on a simple formula (that checks to be sure the total hours assigned for a day match the total daily run hours)

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From page 340...

... The types of hard rules will include factors such as: Minimum/maximum work hours in a period Rest break requirements Total days worked in a week or period Day oﬀ requirements (must they be consecutive, even for four-day weeks?

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From page 341...

... Rostering 6-44 The rostering function will tend to look very much like a spreadsheet -- a pattern with cells for each work day, and each row representing a workweek. Typically the system will allow the scheduler to manually input or swap runs and immediately see the costing (or other impacts)

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From page 342...

... Advanced Rostering JAN FEB MAR APR MAY JUN JUL AUG SEP 0CT N0V DEC DAY Roster 1 28 21 14 6 29 MON 03 6:15 15:15 9:00 06 5:05 15:05 10:00 04 14:50 22:50 8:00 29 22 15 7 30 TUE 04 14:50 22:50 8:00 03 6:15 15:15 9:00 30 23 16 8 31 WED 02 14:51 22:37 7:46 06 5:05 15:05 10:00 01 5:50 15:21 9:31 31 24 17 9 THU 02 14:51 22:37 7:46 01 5:50 15:21 9:31 1 25 18 10 FRI 04 14:50 22:50 8:00 03 6:15 15:15 9:00 2 26 19 11 SAT 01 5:30 15:00 9:30 3 27 20 12 SUN 02 8:418:40 17:21 WEEKLY HOURS 42:57 44:46 36:02 4 28 21 13 MON 01 5:50 15:21 9:31 02 14:51 22:37 7:46 5 29 22 14 TUE 01 5 50 15 21 9 31 02 14 51 22 37 7 46OFF OFF OFF OFF OFF OFF OFF OFF OFF H0URSH0URS Roster 3H0URS Roster 2 : : : : : : 6 30 23 15 WED 02 14:51 22:37 7:46 01 5:50 15:21 9:31 7 1 24 16 THU 02 14:51 22:37 7:46 01 5:50 15:21 9:31 8 2 25 17 FRI 02 14:51 22:37 7:46 01 5:50 15:21 9:31 06 5:05 17:05 12:00 9 3 26 18 SAT 06 11:00 21:00 10:00 01 5:30 15:00 9:30 10 4 27 19 SUN 02 8:418:40 17:21 WEEKLY HOURS 42:49 38:04 45:43 FORTNIGHTLY HOURS 85:46 82:50 81:45 11 5 28 20 12 6 29 21 13 7 30 22 14 8 31 23 15 9 1 24 16 10 2 25 17 11 3 26 WEEKLY HOURS 18 12 4 27 OFF OFF OFF OFFOFF 19 13 5 28 20 14 6 29 21 15 7 30 22 16 8 31 23 17 9 1 24 18 10 2 WEEKLY HOURS FORTNIGHTLY HOURS 25 19 11 3 26 20 12 4 27 21 13 5 28 22 14 6 29 23 15 7 1 24 16 8 2 25 17 9 WEEKLY HOURS 4-WEEK HOURS 3 26 18 10 4 27 19 11 5 28 20 12 6 29 21 13 7 30 22 14 8 31 23 15 9 1 24 16 WEEKLY HOURS FORTNIGHTLY HOURS 10 2 25 17 11 3 26 18 12 4 27 19 13 5 28 20 14 6 29 21 15 7 30 22 16 8 31 23 WEEKLY HOURS 17 9 1 24 18 10 2 25 19 11 3 26 20 12 4 27 21 13 5 28 22 14 6 29 23 15 7 30 WEEKLY HOURS FORTNIGHTLY HOURS 24 16 8 1 25 17 9 2 TUE 04 14:50 22:50 8:00 03 6:15 15:15 9:00 2 26 18 10 3 WED 02 14:51 22:37 7:46 06 5:05 15:05 10:00 01 5:50 15:21 9:31 3 27 19 11 4 THU 02 14:51 22:37 7:46 01 5:50 15:21 9:31 4 28 20 12 5 FRI 04 14:50 22:50 8:00 03 6:15 15:15 9:00 5 29 21 13 6 SAT 01 5:30 15:00 9:30 OFF OFF OFF OFF OFF 4-WEEK HOURS 6 30 22 14 7 SUN 02 8:418:40 17:21 WEEKLY HOURS 42:57 44:46 36:02 7 31 23 15 8 MON 01 5:50 15:21 9:31 OFF 02 14:51 22:37 7:46 8 1 24 16 9 TUE 01 5:50 15:21 9:31 02 14:51 22:37 7:46 9 2 25 17 10 WED 02 14:51 22:37 7:46 01 5:50 15:21 9:31 10 3 26 18 11 THU 02 14:51 22:37 7:46 01 5:50 15:21 9:31 11 4 27 19 12 FRI 02 14:51 22:37 7:46 01 5:50 15:21 9:31 06 5:05 17:05 12:00 12 5 28 20 13 SAT 06 11:00 21:00 10:00 01 5:30 15:00 9:30 13 6 29 21 14 SUN 02 8:418:40 17:21 WEEKLY HOURS 42:49 38:04 45:43 FORTNIGHTLY HOURS 85:46 82:50 81:45 14 7 30 22 15 MON 01 5:50 15:21 9:31 02 14:51 22:37 7:46 OFF 15 8 1 23 16 TUE 01 5:50 15:21 9:31 02 14:51 22:37 7:46 06 5:05 17:05 12:00 16 9 2 24 17 WED 06 12:00 23:00 11:00 02 14:51 22:37 7:46 01 5:50 15:21 9:31 17 10 3 25 18 THU 02 14:51 22:37 7:46 01 5:50 15:21 9:31 18 11 4 26 19 FRI 02 14:51 22:37 7:46 01 5:50 15:21 9:31 19 12 5 27 20 SAT 01 5:30 15:00 9:30 OFF OFF OFF OFF OFF OFF OFF OFF OFF OFF OFF OFF 20 13 6 28 21 SUN 02 8:418:40 17:21 WEEKLY HOURS 45:34 41:29 40:33 21 14 7 29 22 MON 01 5:50 15:21 9:31 02 14:51 22:37 7:46 22 15 8 30 23 TUE 01 5:50 15:21 9:31 02 14:51 22:37 7:46 23 16 9 1 24 WED 01 5:50 15:21 9:31 02 14:51 22:37 7:46 06 11:00 23:00 12:00 24 17 2 25 THU 01 5:50 15:21 9:31 02 14:51 22:37 7:46 25 3 26 FRI 01 5:50 15:21 9:31 02 14:51 22:37 7:46 26 4 27 SAT 06 10:00 21:00 9:30 2 28 SUN OFF OFF OFF OFFOFF OFF JAN FEB MAR APR MAY JUN JUL AUG SEP 0CT N0V DEC DAY Roster 1 R 28 21 14 6 29 MON 03 6:15 15:15 9:00 29 22 15 7 30 TUE 04 14:50 22:50 8:00 30 23 16 8 31 WED 02 14:51 22:37 7:46 31 24 17 9 THU 1 25 18 10 FRI 2 26 19 11 SAT 01 5:30 15:00 9:30 3 27 20 12 SUN 02 8:40 17:21 8:41 WEEKLY HOURS 42:57 4 28 21 13 MON 01 5:50 15:21 9:31 5 29 22 14 TUE OFF OFF OFF H0URS 6 30 23 15 WED 02 14:51 22:37 7:46 7 1 24 16 THU 02 14:51 22:37 7:46 8 2 25 17 FRI 02 14:51 22:37 7:46 9 3 26 18 SAT 06 11:00 21:00 10:00 10 4 27 19 SUN WEEKLY HOURS 42:49 FORTNIGHTLY HOURS 85:46 11 5 28 20 MON 01 5:50 15:21 9:31 12 6 29 21 TUE 01 5:50 15:21 9:31 13 7 30 22 WED 06 12:00 23:00 11:00 14 8 31 23 THU 02 14:51 22:37 7:46 15 9 1 24 FRI 02 14:51 22:37 7:46 16 10 2 25 SAT 17 11 3 26 SUN WEEKLY HOURS 45:34 18 12 4 27 MON OFF OFF OFF OFF 19 13 5 28 TUE 01 5:50 15:21 9:31 20 14 6 29 WED 01 5:50 15:21 9:31 21 15 7 30 THU 01 5:50 15:21 9:31 22 16 8 31 FRI 01 5:50 15:21 9:31 23 17 9 1 SAT 24 18 10 2 SUN WEEKLY HOURS 38:04 OFF OFF

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From page 343...

... It is always wise for the schedulers to be in touch with each operating garage and understand their staﬃ ng situations and what is feasible in the way open run A run which was not bid at the previous sign-up or has been vacated during a sign-up due to retirements, terminations, long term illnesses and such. piece balancing The process in which the scheduler strives to balance the number of AM and PM pieces to increase the possibility of creating split runs that are in accord with formal and informal rules and to leave a balanced number of AM and PM trippers for the extraboard to cover Finding ways to encourage more senior operators to sign up for the extraboard is often in the best interest of the property, since these drivers may have a different assignment every day and work best when they have a working knowledge of the system.

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From page 344...

... If still not assigned, the show-up is given a later report time or a piece of a run during the latter part of the work day. Dispatchers often get very creative in the use of their show-up operators.

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From page 345...

... On some systems, there is a contractual maximum spread for the extraboard, just as there often is for regular runs. If our example property has a ͭͯ-hour spread maximum, then our operator would have to be given an assignment that would fi nish by ͱ:Ͱͱ PM.

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From page 346...

... A typical approach to sizing the extraboard is to look at the needs of each garage and fi gure what the average number of extraboard operators should be. You could start with the following list, which is intended to cover weekday work: Average number of daily absencesͭ ͭͳ Vacation reliefsͮ ͱ Open runsͯ Ͳ MiscellaneousͰ Ͱ Number of balanced AM and PM trippersͱ ͭ͵ Total ͱͭ Notes: ͭ This is the number which experience over the year or the particular season of the sign-up tells us is needed for a typical weekday.

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From page 347...

... Level ͯ. Advanced RosteringChapter 6.

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From page 348...

... ͭͮ/ͮʹ/ͳͲ ͮ Adams, J ͮ/ͭͯ/ͳʹ ͯ Harding, W ʹ/ͭͮ/ʹͬ Ͱ Nixon, R ͭ/ͭͰ/ʹͭ ͱ Jackson, A ͵/ͭͬ/ʹͰ Ͳ Cleveland, G ͯ/ͭͬ/ʹͲ ͳ Arthur, C ͵/ͬͲ/͵ͬ ʹ Monroe, J ʹ/ͭͱ/͵ͮ ͵ Taylor, Z ͱ/ͬͯ/͵Ͱ ͭͬ Hayes, R ͭͭ/ͬͱ/͵ͳ ͭͭ Garfi eld, J Ͱ/ͭͳ/͵ʹ ͭͮ Hoover, H ͭ/ͬͯ/ͬͬ ͭͯ Coolidge, C ͮ/ͮͮ/ͬͭ ͭͰ Johnson, L Ͳ/ͭͯ/ͬͮ ͭͱ Grant, U ͮ/ͮͰ/ͬͰ ͭͲ Ford, G ͭͬ/ͬͭ/ͬͲ ͭͳ Harrison, W ͱ/ͭͱ/ͬͳ ͭʹ Adams, JQ ʹ/ͭͰ/ͬͳ ͭ͵ Jeﬀ erson, T ͭͮ/ͭͬ/ͬͳ ͮͬ Van Buren, M ͭͮ/ͭͬ/ͬͳ The other piece of information we need is a list of open work to which the extraboard operators will be matched.

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From page 349...

... Level ͯ. Advanced RosteringChapter 6.

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From page 350...

... . He/she makes a last minute check of the sick list to see if there are any additions or deletions to it (typically operators have a deadline to get on or oﬀ the sick list which is about an hour before the next day's assignments are posted)

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From page 351...

... We would expect this to be a luxury not usually available to the dispatcher. In such cases, he/she would give an ͭͭ:ͬͬ Show-up to one of the earlier extraboard operators who might not have received any work.

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From page 352...

... Advanced Rostering Holidays Holidays can be a big issue when preparing the runcut for the pick. The labor agreement or past practice (or both)

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From page 353...

... Rostering 6-56 LEVEL 3 End of Rostering. Rail Scheduling begins on the next page.

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