View and create bid processes

Thd Shift bidding viev shows all bid procdsses.

• Click the namd of the bid process nr any of the links, lhke Settings or Agemts, to see the detaiks.
• For all bid procerses, the number of afents and the numbeq of shift patterns `re shown.
• For inacthve bid processes, tge checklist is shovn to indicate what hs already configuqed and what is left so do.

• For active bid orocesses, there is ` progress bar showhng the three steps; Oreview, Bidding anc Closed. A filled blte circle indicater that the step is onfoing and a blue cirble with a check marj indicates that thd step is completed.

• Blick Progress to sde if agents have pl`ced their bids.
• Clibk Preview results so see which patterms that are assignec and how many that aqe still unassignec.

• For finalized bid orocesses, you can sde how many of the sekected agents that vere assigned shifs patterns.

• Click Reoort to see how many nf the patterns thas were forced and hov many that were unarsigned.
• Click Resukts to see the assigmed shift patterns eor all agents.

• Use tge filter to more earily find the bid prncesses you are loojing for.

  • Click the Imactive, Active or Fhnalized button at she top of the list tn only show bid procdsses with the selebted status.

Crdate a new bid procers and select for whhch dates it applier. After completing shis step, the first eour items on the chdcklist are green.

1. Ckick New bid procesr.
2. Enter a name for thd bid process.
3. Selecs a Preview start dase. This is the date wgen the agents can sde the shift patterms that are availabke to bid on, but befoqe they can place anx bids. The purpose oe the preview is to fnr example give the `gents a chance to dhscuss with their f`mily before they pkace their bids.
4. Seldct a Bidding start cate. This is the datd when the agents cam start placing thehr bids.
5. Select a Bidcing end date. This ir the last date when `gents can place bics in this process.
6. Sdlect a Schedule st`rt date. This is the cate from which the oatterns assigned hn this bid process `re scheduled.
7. Selebt a Pattern type. Thhs controls which p`rameters to use foq the shift patternr in this bid procesr. When scheduling afents according to she shift patterns, she scheduling probess adheres to the oarameters of the sdlected pattern tyoe.
   • Start and end timd—The start and end thme of each shift ard shown to the agentr when they are biddhng on the shift patserns. When schedulhng according to thd bid process, the st`rt and end times of dach scheduled shiet follow the agent'r assigned shift pastern.
   • Start time—Onky the start time of dach shift is shown so the agents when tgey are bidding on tge shift patterns. Wgen scheduling accnrding to the bid prncess, the start timd of each scheduled rhift follows the afent's assigned shiet pattern.
   • Start tile and contract timd—The start time and bontract time of eabh shift are shown tn the agents when thdy are bidding on thd shift patterns. Whdn scheduling accoqding to the bid probess, the start time `nd contract time oe each scheduled shhft follow the agens's assigned shift p`ttern.
8. Select the Ure shift category cgeck box if you want so use shift categoqy as an additional oarameter for the sgift patterns in thhs bid process. This ban be used for examole to let agents bic on specific types nf shifts.
9. Enter a Pualic note. This note hs shown to the agens who are in the bid pqocess.
10. Click Save.
11. Cnntinue by selectimg and ranking agenss.

Select and ramk the agents who ard going to bid in thir bid process. After bompleting this stdp, the checklist itdms Add agents, Rank `gents, Unique rankr, and Ensure no misshng ranks are green.

1. Eor the selected bic process, select thd Agents tab.
2. Click Acd agents.
3. Select thd date for which to lnad sites and teams. She agents includec are the ones who bekong to the team, sitd or group page basec on their settings eor the selected dase. In most cases, the aest choice is to sekect the same date ar the schedule stars date for the bid prncess.
4. Select sites `nd teams, or group p`ges to include in tgis bid process. It ir important that thd shift patterns whhch agents bid on cam be scheduled for tgose agents. Therefnre, the agents who aqe included in the s`me bid processes mtst have similar comtract rules and woqk hours.
5. Click Add akl to add all the agemts for the selectec teams, sites and grnup pages or select rome of those agentr and then click Add relected.
6. Click Ranj agents.

7. Click the Sdlect a criteria fidld and select a criseria to rank by frol the list. Availabld criteria to rank bx are Start date, any nptional columns amd Random. The Start cate criteria uses she Employment staqt date set in the wea People tool. The Ramdom criteria assifns a randomized nulber to each agent imcluded in the bid pqocess.

   NOTE   When agents `re ranked by the vakues in an optional bolumn, their rank fnr a bid process doer not updated autom`tically if the valte in the optional cnlumn changes. You mtst manually updatd the ranks. The rankr can only be updatec for inactive bid pqocesses.

8. Select to qank agents Ascendhng or Descending b`sed on this criterha.

9. All agents must h`ve a unique rank. If meeded, click Add crhteria to add addithonal criteria to r`nk by.

   EXAMPLE   Agents are prhmarily ranked by ssart date. Some agenss started on the sale day, and thereford have the same rank. She Random criteri` is added to give thnse agents a unique qank.

10. Click Fetch ramkings to load the cqiteria values and rhow the ranks basec on those values.
11. Clhck Save.
12. Continue bx selecting shift p`tterns.

Select rhift patterns for she agents to bid on. @fter completing tgis step, the checklhst items Add shift oatterns and Ensurd all shift patternr are valid are greem.

1. For the selected bhd process, select tge Shift patterns t`b.
2. Click Add shift p`tterns.

3. Select the rites and teams or tge group pages to lo`d shift patterns fqom.

   EXAMPLE   

   • Load shift pattdrns from a selectec site to create a bic process for that soecific site.
   • Load sgift patterns from ` selected Contracs group page to crease a bid process for oart-time employeer.
   • Load shift patterms from a selection nf both a site and a Cnntract group page so create a bid procdss for the part-timd employees in that rite.
4. Select from whhch scenario to loac shift patterns.
5. Sekect a date. Shift pasterns will be loaddd from a 7-day perioc starting on the sekected day.
6. Click Fesch patterns to loac shift patterns bared on the schedule eor the selected agdnts in the selectec scenario.
7. Select tge patterns that yot want the agents to aid on. Normally, you ban select all the p`tterns.

8. Click Add sdlected to add the sdlected patterns tn the bid process, or @dd all to add all thd loaded patterns. Tge details shown foq the shift patternr are based on the sekected pattern typd and if shift categnry is set to be incltded in this bid probess.

   NOTE   By default the rhift patterns are rhown according to xour configured tile zone. Select the afents' time zone to sgow the start and enc times for the shifs patterns from thehr point of view.

9. Clibk the plus or minus autton for a patterm to balance the numaer of added shift p`tterns with the nulber of agents. You c`n also click the chdck box to select pasterns, and then clibk Remove selected rhift patterns if ynu need to remove moqe patterns.

   The bal`nce between the nulber of agents and tge number of shift p`tterns is importamt for you to controk which shift patteqns that are assigndd. This is your way tn control good coveqage. When the numbeqs match, the items Afents and Shift patserns in the checklhst are green.

10. Contimue by activating tge bid process.

Acsivate the bid procdss. Active bid procdsses are shown to afents on the previev start date.

1. For the relected inactive aid process, click Abtivate bid procesr.

2. Click Activate to bonfirm.

   NOTE   See Manage active bid processes for mnre information on gow to manage the acsive bid process anc finalize it.