Add a template description

A template description provides information that can help employees identify a shift Work period in WFM that has a definite length. or schedule they want to bid on. These descriptions are available to anyone creating a bid (employees creating their own bids or by anyone creating a bid for an employee).

When needed, a template description can be changed.

Before you begin

Before you can add a description for a template, the Description column must be displayed and the text box for the template must be available.

The template Description column is displayed on the Schedules page when the optional Bid Options setting Display template description column is selected for one or more organizations in the auction. The text box for entering the description is available for a template when this setting has been turned on for the associated organization. This setting is on the Settings page, in the Shift Bidding section. This page is on Organization Management Module in WFO that allows administrators to set up different hierarchies to manage users from a single, unified, Web interface., under Request Management.

Procedure

Go to Request Management. Under Schedule Auction, select Schedules.
From the list of auctions on the left, click the name of an auction.

In the workspace Area within an application window where the user interacts with the program., the bid options for this auction are displayed. Under the Description column, a text box is displayed for each template.
Type the description for the template.
Repeat Step 3 until you are finished.
Click Save.
Template descriptions are displayed on the following pages:
- My Bid Options: This page is on My Home, under My Requests.
- Bid Options: This page is on Request Management under Schedule Auctions.