Recommended workflow: Set up shift bidding requests

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 setting up shift Work period in WFM that has a definite length. bidding requests and using all system features. Follow the procedures that fit the need of your organization.

Workflow 

1. Define settings shared by all request types

   While most Request Management settings are specific to one type of request, several optional settings are effective for all request types.

2. Define settings for shift bidding requests

   Shift bidding request settings define options and requirements in the shift bidding requests submitted for all auctions in an organization. There are settings for shift preferences, maximum bids per employee, scoring factors, and bid options.

3. Create policies for shift bidding requests

   Shift bidding request policies provide guidance to employees about submitting requests. Employees can view all request policies on the Policies page (on the My Request menu).

4. Define validation rules for shift bidding requests

   Validation rules verify that shift bidding requests meet the conditions that you specify. The validation rules that you set for a request type are available as criteria for autoprocessing rules.

5. Create a filing rule for shift bidding requests

   A filing rule specifies when shift bidding requests must be submitted for auctions in an organization (and optionally the sub-organizations).

6. Create an autoprocessing rule for shift bidding requests

   While shift bidding requests can be processed manually, you can set up a rule for the system to process them automatically. An auto-processing rule approves and denies requests that violate the shift bidding validation rules.