Settings page

By default, the Settings page has two panes. The left pane lists the name of existing bids. The right pane is the workspace Area within an application window where the user interacts with the program. for creating a bid.

To expand the workspace and hide the other pane, click the handle on the inside of each pane. To return to the default view with two panes, click the handle again.

Example:  

When viewing the default Settings page with two panes (left selection pane, right workspace pane), click the handle on the side of the left pane to show the Time Off Bid Summary information and hide the Settings workspace. In the Time Off Bid Summary view, you can see the Name column and six other columns.

To return to the default view with two panes, on the right side, click this handle again.

Settings workspace

Field

Description

General Settings

Name

Name of the bid.

Status

Status of the bid.

When a new bid is created, the status is preset to Open. New requests cannot be submitted to a bid with a closed status.

Organization

Organization and its sub-organizations that can participate in the bid.

Bid Period

Start and end dates that employees can submit requests. After the end date, the system changes the status to Closed.

The Bid Period cannot overlap the Request Period.

Request Period

Start and end date of the period in the bid.

The Request Period cannot overlap the Bid Period.

Activities Allowed

List of activities that employees can submit requests for in this bid. More than one 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. can be in the bid.

For an activity to be in this list, it must be set up to be used in requests. Setup is done on the Activity Details page, under Request Management Usage. The Used in Requests check box must be selected.

Validation Settings

Minimum of <numeric value> <days or weeks> per Choice

Defines the minimum period of a valid time-off request choice.

Maximum of <numeric value> <days or weeks> per Choice

Defines the minimum period of a valid time-off request choice.

Maximum of <numeric value> <days or weeks> to be approved

Maximum period that can be approved for employees in this organization and its suborganizations.

Varies by Employee

When selected, the maximum period that can be approved for each employee in a bid can vary and be imported using a .txt file.

Time Off Bid Summary

Column

Description

Name

Name of the bid.

Status

Status of the bid.

Organization

Organization, including its sub-organizations, that can participate in the bid.

Bid Period

Start and end dates that employees can submit time off requests for this bid.

Request Period

Start and end date of the period in the bid.

Activities Allowed

List of activities that employees can submit requests for in this bid. More than one activity can be in the bid.

For an activity to be in this list, it must be set up to be used by requests. Setup is done on the Activity Details page, under Request Management Usage. The Used in Requests check box must be selected.

Employees Bidding

Number of employees who have submitted time off requests for this bid.

Create a time-off bid