As we address various scheduling challenges, we will be working with some basic math facts that relate to shift scheduling.
First and foremost, there are 168 hours in a week. If your organization is developing a schedule to provide 24/7 coverage, then this number is critically important, since it is the number of hours you must cover each week. If your organization does not need to provide 24/7 coverage, then you should calculate the number of “coverage hours” you will be working with. The formula for coverage hours is as follows.
Weekly Coverage Hours = Daily Coverage Hours X Covered Days per Week
Using this formula, if you have to provide 16 hours of coverage for 6 days per week, then your Weekly Coverage Hours = 16 X 6 = 96.
Another critical number to determine is the number of hours each employee will work per week, referred to hereafter as Hours in Workweek. In many cases, this number is 40, but not always. Most of the examples in this book will use a 40 hour work week, but the techniques presented here work well even if your employees work a different number of hours per week.
The formula for the number of full-time employees needed to provide one unit of coverage for a full week is Weekly Coverage Hours ÷ Hours in Workweek. In the case of 7 x 24 coverage, the number of employees required to provide one unit of coverage with a standard, 40 hour week would be 168 ÷ 40 = 4.2 employees. This formula is useful for assessing how many employees will be needed to meet your coverage goals.
Coverage Goals
The first order of business when developing a shift schedule is to establish your coverage goals. When we say “coverage goals”, we mean that you should decide how many employees you would like to have working during each of the 168 hours of a typical work week. Depending on your situation, you might be establishing your coverage goals based on factors such as production requirements or workload. You may decide how many employee you need based on the number it takes to meet your coverage goals. In other cases, the number of employees is a fixed number, and the objective of your coverage goals is to make optimal use of the available resources.
You should know from the beginning that it is not very likely that you will find a shift schedule that produces exactly the coverage you want. The purpose of establishing your coverage goals is to have a baseline against which your various scheduling options can be evaluated. After all, if you don’t know what you want, it is going to be very hard to know if you have found it.
The following grid shows coverage goals for a hypothetical situation. Each cell in the grid represents a single hour of a single day of the week. The number in each cell is the number of employees that the organization would like to have working at that time. In this example, the organization is trying to make the best use of the 30 employees that it already employs. In order to cover fluctuations in workload, some hours of the week have more employees working and others have less.

An example of coverage goals for 30 employees working 40 hours per week
In order to create realistic coverage goals, it is important to know how many total employee work hours you have to work with. Since we have 30 employees working 40 hours per week, we know that we have 30 X 40 = 1200 hours to allocate across the 168 cells of our grid. You should be sure that your coverage goals match your available resources by making sure that the sum of the numbers in all cells equals the number of employee work hours you have available. In this case, the sum of all cells adds up to 1200, which is what we have calculated as our available work hours.