Transparent Shift Scheduling System with Bid Rejection Reason Codes

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Solution Overview

Problem

Employee shift scheduling systems lack transparency in explaining why specific employee requests are denied or granted, leading to decreased satisfaction, as existing algorithms maximize or minimize selected parameters without providing reasons for bid awards or rejections.

Innovation Solution

A system and method that generates a transparent optimized shift schedule by using a processor to identify open shifts, validate bids, determine legality, and apply business rules to assign shifts while providing reason codes for each bid, ensuring transparency and adherence to seniority and equity requirements.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If an algorithm generates a schedule to maximize or minimize selected parameters, then the schedule meets the goal or objective, but no reasons are provided as to why one specific employee's request was denied or awarded

Engineering Contradiction:
Improveschedule optimizationVSAvoidtransparency of decision reasons
Core Design Contradiction:
ReliabilityVSLoss of information

Solution Approach 1:

The system implements feedback by providing employees with specific reasons for bid awards or rejections. The processor generates and communicates explanatory information back to employees, enabling them to understand the rationale behind scheduling decisions. This feedback loop transforms the opaque algorithmic process into a transparent system where employees can see why their requests were granted or denied based on seniority, equity rules, and schedule constraints.

Inventive Principle:
Principle #23Feedback

2Device complexity

If employee requests are processed without providing reasons, then the processing is simpler, but employee satisfaction decreases

Engineering Contradiction:
Improveprocessing complexityVSAvoidemployee satisfaction
Core Design Contradiction:
Device complexityVSEase of operation

Solution Approach 1:

The system introduces an intermediary layer between the scheduling algorithm and employees. This intermediary component generates human-readable explanations that translate complex algorithmic decisions into understandable reasons. The intermediary processes the algorithmic output and formulates communicable justifications, serving as a bridge that maintains processing efficiency while enhancing employee understanding and satisfaction.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Ease of operation

If a transparent optimized shift schedule is generated with reason codes, then employee satisfaction increases, but the system complexity increases

Engineering Contradiction:
Improveemployee satisfactionVSAvoidsystem complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The system segments the scheduling process into distinct functional components: bid submission, algorithmic optimization, reason code generation, and communication. Each component handles a specific aspect of the scheduling workflow. The reason code generation is separated as an independent module that takes algorithmic results and produces explanatory text, allowing the core scheduling algorithm to remain efficient while adding transparency functionality.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS11132630B1Employee scheduling system providing transparency
Publication Date: 2021.09.28 AMERICAN AIRLINES INC
  • US11132630B1 patent drawing
  • US11132630B1 patent drawing
  • US11132630B1 patent drawing

AI summary

A system and method of generating an transparent optimized shift schedule for a plurality of crew members that includes receiving a plurality of shift bids from the plurality of crew members, with each of the shift bids to be either classified as awarded or rejected, optimizing the transparent optimized shift schedule; and presenting, to each crewmember from the plurality of crewmembers who submitted a shift bid classified as a rejected shift bid, the reason code associated with his or her rejected shift bid; wherein presenting, to each crewmember from the plurality of crewmembers who submitted a shift bid classified as a rejected shift bid, his or her shift assignment from the optimized shift schedule and a reason code associated with his or her rejected shift bid provides transparency as to why each rejected shift bid was rejected.