IP Library Granted Patent US 8,315,901
Granted Patent B2
US 8,315,901 · App. 11/831,250 · Granted Nov 20, 2012

Systems and methods of automatically scheduling a workforce

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Quick Facts
Patent No.
US 8,315,901
App. No.
11/831,250
Granted
Nov 20, 2012
Kind
B2
Abstract

Systems and methods of workforce scheduling are disclosed. One example embodiment, among others, comprises a computer-implemented method of scheduling workers. Each worker is associated with one of a set of flexibility classifications, which include non-flex-time and at least one flex-time. The method includes generating a set of shift instances to cover forecasted demand over a planning period, and assigning the shift instances to the set of workers by iterating through the each of the workers to assign at least a portion of the shift instances to a selected one of the workers. The assigning is such that total hours assigned to the selected worker depends on a number associated with the classification of the selected worker.

Claims (19)

1. A system of scheduling a set of workers, each worker associated with one of a set of flexibility classifications, the set including a flex-time classification, comprising:

a processor comprising:

logic configured to generate a set of shift instances to cover forecasted demand over a planning period;

logic configured to produce a set of staff mix enumerations to cover the shift instances, the set of enumerations varying from a first enumeration including zero workers of at least one non-flex-time classification and a first computed number of workers of the flex-time classification, to a last enumeration including a maximum number of workers of the at least one non-flex-time classification and a last computed number of workers of the flex-time classification; and

logic configured to assign the shift instances to the set of workers by iterating through the each of the workers to assign at least a portion of the shift instances to a selected one of the workers, such that total hours assigned to the selected worker depends on a per-interval maximum number and a per-interval minimum number of hours associated with the classification of the selected worker.

2. The system of claim 1 , wherein workers having a classification other than flex-time are assigned shift instances before workers having a classification of flex-time.

3. The system of claim 1 , wherein the total hours assigned to the selected worker approach, but do not exceed, the per-interval maximum associated with the classification of the selected worker.

4. The system of claim 1 , wherein the logic configured to assign uses dynamic programming to assign the shift instances to the set of workers.

5. The system of claim 1 , further comprising logic configured to adjust shift assignments, wherein the logic configured to adjust shift assignments comprises:

logic configured to determine the presence of an unassigned shift instance on a given day;

logic configured to determine the presence of an underutilized worker as compared to the per-interval maximum associated with the classification of the corresponding worker; and

logic configured to assign the unassigned shift instance to the underutilized worker.

6. The system of claim 5 , wherein the logic configured to adjust further comprises:

logic configured to determine the presence of a shift instance assigned to the underutilized worker on the given day; and

logic configured to swap the shift instance assigned to the underutilized worker on the given day with another shift instance assigned to another worker on a different day.

7. The system of claim 1 , further comprising logic configured to adjust shift assignments, performed conditionally based on a number of unassigned shifts, wherein the logic configured to adjust shift assignments comprises:

logic configured to determine the presence of an unassigned shift instance on a given day;

logic configured to determine the presence of an underutilized worker as compared to the per-interval maximum associated with the classification of the corresponding worker; and

logic configured to assign the unassigned shift instance to the underutilized worker.

Assignments (8)
SECURITY INTEREST Recorded Dec 23, 2025
From: VERINT SYSTEMS INC.
To: ALTER DOMUS (US) LLC, AS COLLATERAL AGENT
Reel/Frame 074034/0919 →
RELEASE OF SECURITY INTEREST IN PATENTS PREVIOUSLY RECORDED AT REEL/FRAME (043292/0869) Recorded Nov 26, 2025
From: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
To: VERINT SYSTEMS INC.
Reel/Frame 073796/0628 →
GRANT OF SECURITY INTEREST IN PATENT RIGHTS Recorded Jul 21, 2017
From: VERINT SYSTEMS INC.
To: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
Reel/Frame 043292/0869 →
RELEASE OF SECURITY INTEREST Recorded Jun 30, 2017
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
To: VERINT SYSTEMS INC.
Reel/Frame 043066/0318 →
RELEASE OF SECURITY INTEREST IN PATENT RIGHTS Recorded Oct 21, 2013
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
To: VERINT AMERICAS INC.; VERINT SYSTEMS INC.; VERINT VIDEO SOLUTIONS INC.
Reel/Frame 031448/0373 →
GRANT OF SECURITY INTEREST IN PATENT RIGHTS Recorded Oct 21, 2013
From: VERINT SYSTEMS INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 031465/0314 →
SECURITY AGREEMENT Recorded May 2, 2011
From: VERINT SYSTEMS INC.
To: CREDIT SUISSE AG
Reel/Frame 026208/0727 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 10, 2008
From: CAMERON, JEFFREY; KILINC, UFUK; DESAI, ABHYUDAY
To: VERINT SYSTEMS INC.
Reel/Frame 021073/0807 →