Recommended workflow: Run a time-off bid

You can set up and manage a vacation bid and the bidding by employees.

This workflow describes the procedures for setting up and managing a time-off bid.

Workflow 

1. Create a time-off bid

   You can set up and manage a vacation bid and the bidding by employees.

2. Manage which employees are in a time-off bid

   Employees must be added to a bid for their time-off request to be processed as a bid request instead of a regular time-off request.

3. Approve all time-off choices without violations

   You can process all time-off choices in a filter instead of processing them one page at a time. With this method, multiple choices in a request can be approved, and choices in a request can be approved when other choices have violations.

4. Close a time-off bid

   When you are finished processing the requests for a time-off bid, close the bid to release the employees in it. Employees can be in multiple open bids as long as the bid periods do not overlap.

5. Delete a time-off bid

   To manage the number of bids listed on the Time Off Bid Summary page, delete bids with a status of Closed. When a bid is deleted, all data associated with the bid is deleted.