General Setting

Name of the auction.

Indicates whether the auction is open or closed. If the status is Closed, employees cannot submit bids for the auction.

Campaign and schedule period for the auction.

Indicates the type of bids accepted in the auction.

Some of the fields on this page change based on which Bidding for option is selected.

Options:

• Full Period Schedules(Default): Schedule templates are fixed for working and non-working days for the entire period. Employees cannot create a custom schedule for the scheduling period.

For the following auction types, more setup options are available. The auction can be set up for the current scheduling period, and for continuous bidding.

• Combination of Individual Shifts: Schedule templates are for single days. The user can create a custom schedule.

• Multiple Shifts per Day: Schedule templates are for single shifts on a day where a day can include more than one shift Work period in WFM that has a definite length.. The user can create a custom schedule by selecting multiple shifts for a day and selecting different working times for each day of the schedule period.

The Organizations and Employee Type options are available if the Bid For selection is Full Period Schedules. Either the organization, employee type, or both must be specified when setting up concurrent auctions in the same schedule period. The All setting cannot be used for both fields.

Organizations included in the auction. Can be used to limit which organizations are in the auction. Options:

• All (organizations)

• Specific organizations from the list

Initially, only organizations in the selected Schedule Period are in the list. After an organization is selected, suborganizations that are in the selected Schedule Period are added to the list and included in the auction.

If suborganizations are in your list but are not indented under their parent organization, you can update your preferences to show organizations in a hierarchical order. (Go to My Preferences. Under General, select User Interface Settings.)

Employee types included in the auction. Can be used to limit which employee types are in the auction.

Date and time when the auction is over.

Bonus points assigned to employees who have placed bids on this auction but did not get any of their requests approved.

Use Scoring check box

Specifies whether employees can use accumulated points for this auction. When selected, employees can use their points when placing a bid to improve their Bid Rank.

Employees can bid only on their organization schedules check box.

If selected, employees can bid only on their organization schedule.

Employees can bid only on schedules for which they have drop-down list.

Specifies the skill Defined level of knowledge that an employee needs in order to handle a defined workload in WFM. requirements for employees who are bidding on schedules:

• The same skills: Employees can only bid on schedules for which they have the exact same skills. Employees can view the bid options if they have the exact required skills to work on the schedule. If they have more or less skills than what is required for the schedules, they will not see the bid options.

• Sufficient skills: Employees can only bid on schedules for which they have sufficient skills. Employees can view the bid options if they have the required skills to work on the schedule. They can have more skills than what is required for the schedules, but not less.

This check box is available if the Bidding For selection is Multiple Shifts per Day.

If this check box is selected and minimum and maximum hours are specified, employees can bid on shift blocks that fall within the paid hours range.

Example: If the minimum is set to 4 and the maximum is set to 8, employees can bid on shift blocks that fall within this range. They are not allowed to bid on shift blocks that total 10 paid hours in a day.

This check box is available if the Bidding For selection is Multiple Shifts per Day.

If this check box is selected and a maximum number of shift blocks is specified, employees can bid on shift blocks in a bid until they reach the maximum number specified.

Requires a minimum number of schedules available check box plus Bid Approval Order by Rank list box.

If this check box and a value are selected, the bids by this employee (or for this employee) cannot be submitted until the minimum number of schedules have been selected.

This minimum number of schedules is based on either their Bid Approval Order by Rank alone (value=0) or their Bid Approval Order by Rank plus a number (value =1–9).

If multi-bid submission is used, employees create their bids on the My Bid Options page instead of the Shift Bid Request form.

If a minimum number of schedules is required, employees cannot use bonus points in their bids.

Locks the phantom schedules on the Calendar that are included in the auction, before updating the auction schedules.

Selecting this option allows you to add more phantom schedules to the auction without affecting the existing phantoms. When you generate the schedule to create more phantoms to add to the auction, the existing locked phantom schedules are not affected. (They are not changed, or optimized, in any way, by the scheduling engine.)

After you save the auction, you can no longer update this setting.

For Multiple Shifts Per Day auctions, this setting determines whether shifts that are adjacent to each other that cross the day boundary are combined into one shift.

For example, an employee has one shift on 12/5 from 10:00 PM - 12:00 AM, and another shift on 12/6 from 12:00 AM - 2:00 AM.

Note the following:

• If this setting is enabled (the default setting), the system treats this as one shift. The shift starts on 12/5 at 10:00 PM, and ends on 12/6 at 2:00 AM. Features like shift optimization can be applied to this shift.

• If this setting is not enabled, the system treats the shift from 10:00 PM - 12:00 AM on 12/5 as one shift that starts and ends on that day. The shift from 12:00 AM - 2:00 AM is a separate shift that starts and ends on 12/6.

Available grouping options: Defines the grouping options that are available for employees to select from the Bid Options page. This setting guides the employees who are participating in the auction to select the most applicable and usable grouping for the auction.

Options include:

• No grouping: Bid options are listed individually and not grouped. They are only grouped if all shift events for all shifts are identical.

• Similar schedule: Bid options are grouped if the shift start time and end time are the same for all days, and the schedule has the same non-working days.

• Similar schedule and primary activity Core component of both schedules and time records in Workforce Management (WFM). When an employee performs any kind of work, activities specify the scheduled work and capture employee adherence to their schedule.: Bid options are grouped if the shift start time and end time are the same for all days, the schedule has the same non-working days, and shifts have the same primary activity.

• Similar schedule and organization: Bid options are grouped if the shift start time and end time are the same for all days, the schedule has the same non-working days, and the organization is the same for all schedules.

• Similar schedule, primary activity and organization: Bid options are grouped if the shift start time and end time are the same for all days, the schedule has the same non-working days, shifts have the same primary activity, and the organization is the same for all schedules.

Default grouping option: Defines the grouping option that is selected by default for employees from the Bid Options page. You can only select one default option.

This check box is available if the Bidding For selection is either Combination of Individual Shifts or Multiple Shifts per Day.

If this check box is selected and a maximum number of consecutive working days is specified, employees can bid until they reach the maximum number of consecutive work days specified.

The maximum consecutive workdays are exceeded in the following scenarios:

• The bid includes a shift on the first day of the org week, and the approved shifts in the week before the bid together with the added days from the bid exceeds the maximum days limit.

• The bid includes a shift on the last day of the schedule period, and the number of consecutive days in the week following the bid together with the added days from the bid exceed the maximum days limit.

• If any time period within the scheduling period used for the auction exceeds the maximum consecutive days regardless of the day selected in the bid request.

• If the Include Previously Scheduled Employees check box is also selected, any existing scheduled days within the scheduling period greater than the specified maximum consecutive workdays are considered a violation regardless of the day included in any bid.

If the maximum number of consecutive work days is exceeded, the bid cannot be saved.

This check box is available if the Bidding For selection is either Combination of Individual Shifts or Multiple Shifts per Day.

When this check box is selected, employees who already have scheduled shifts can bid in the auction.

This check box is available if the Include Previously Scheduled Employees option is selected.

When this check box is selected, employees in the auction can continue to bid on available shifts and have multiple bids approved until their bidding deadline has passed. One bid per employee can be approved per group approval action to ensure that shift selections are evenly awarded.

Employee Display Settings