Recommended workflow: Run a shift bidding auction

With shift bidding Feature in WFM that allows employees to submit requests (bids) for selected shift assignments., employees can bid on the shifts that they prefer to work. You can factor in seniority, rank, and bonus points so certain employees are more likely to get their preferred shifts.

This workflow shows the process for running a shift Work period in WFM that has a definite length. bidding auction.

Workflow 

  1. Create a shift bidding auction

    Using an auction for shift bidding 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.

  2. View and modify bonus points for schedules

    To encourage employees to bid on unpopular schedules, you can specify bonus points associated with them. These points give the employees a bidding advantage in future auctions.

  3. Add employees to an auction using one of the following methods:

    • Add employees to an auction one after another

      To give some employees an advantage in shift bidding, you can automatically add employees to the auction one after another based on a specified order. The employees at the top of the sort order have the opportunity to submit their shift bid before employees lower in the sort order.

    • Add employees to an auction at the same time

      Use this method to add waiting employees to an auction when you want all employees to have equal opportunity to bid on schedules. The employee whose bid is approved first, gets the schedule. Any other bids for the same schedule become an invalid request.

  4. Approve all shift bid requests without violations

    You can automatically process and approve all shift bid requests. During processing, the first request without a violation is approved. Only one shift bid can be approved for an employee.

  5. Close a shift bidding auction

    After bids have been approved and no additional bidding is needed, the auction can be closed. Closing the auction removes shifts that have been rewarded from the phantoms in the scheduling calendar.

  6. Delete a shift bidding auction

    After an auction is closed, you can delete it. Also, you can use this feature to delete an auction that was not configured correctly.