Create a shift bidding auction

Using an auction for shift bidding Feature in WFM that allows employees to submit requests (bids) for selected shift assignments. lets employees submit bids for the shifts they prefer. Employee bids can be prioritized based on various criteria including a scoring system of accrued points.

You can create a basic auction by completing a few fields. Multiple options are available for adding features to your auction. Some options are available based on the type of bids allowed in the auction.

After every bid request by an employee is approved, the employee's schedule for the duration of the scheduling period is published.

Before you begin

Your scheduler must create a campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. with future unassigned scheduling periods. The campaign must include the organization with the employees that you want to include in the auction.
The scheduler also needs to create phantom schedules on which employees can bid in the auction.
Complete the set-up for shift Work period in WFM that has a definite length. bidding auctions (see Recommended workflow: Set up shift bidding requests).
Review the shift bidding auction options (see Shift bidding auction options).
If your plan to create an auction for either a combination of individual shifts or multiple shifts per day, make sure that you are familiar with how the combination of the following two settings can affect whether an employee can bid for additional shifts: Consecutive Working days and Include Previously Scheduled Employees. Before bidding starts, you can check and resolve the issues for these employees to bid more (see Schedule Auctions: Settings page).

Procedure

Go to Request Management. Under Schedule Auctions, select Settings.
Complete the General Settings:
1. Auction Name: Type a descriptive name for your auction.
2. Schedule Period: Click a choice.
3. Bidding For: Click to choose another option.
4. Deadline: Select the auction ending date and time.
5. Optional: Complete other auction settings to add features to the auction such as Use Scoring.
Complete the Employee Display Settings.
1. Optional: Bid Approval Order: Select to specify the sort order of bids for employees.
Click Save.

What to do next

View and modify bonus points for schedules