OPS Sign-Up Management Actions for Hastus

A list of actions you can perform in the OPS Sign-Up Management screen for Hastus based on bid conditions.

Table 1. OPS SignUp Management Actions for Hastus based on Sign-Up Period Status and Bid Condition
Action Sign-up period has started Bid Condition How do I do it? How do I ensure data integrity? How do I control which users can do this? What conditions are not handled?
Shorten an existing sign-up period N Bid isn't configured. Use the OPS SignUp Management screen Shorten Sign-up Period button. N/A Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission. N/A
Shorten an existing sign-up period N Bid is configured but no employees have bid yet (no holidays in rosters or no rosters in sign-up). Use the OPS SignUp Management screen Shorten Sign-up Period button N/A Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission. N/A
Shorten an existing sign-up period N Bid is configured but no employees have bid yet (sign-up has rosters with holidays). Use the OPS SignUp Management screen Shorten Sign-up Period button. The holiday bid is removed if the holiday isn't included in the newly shortened sign-up period. N/A Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission. N/A
Shorten an existing sign-up period N Bid has started and employees have bid (no rosters in sign-up). Use the OPS SignUp Management screen Shorten Sign-up Period button. The bid information and the employee assignment are shortened. N/A Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission. N/A
Shorten an existing sign-up period N Bid has started and employees have bid (sign-up has rosters without holidays). Use the OPS SignUp Management screen Shorten Sign-up Period button. The bid information and the employee assignment are shortened. N/A Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission. N/A
Shorten an existing sign-up period N Bid has started and employees have bid (sign-up has rosters with holidays). Use the OPS SignUp Management screen Shorten Sign-up Period button. The holiday bid is removed if the holiday isn't included in the newly shortened sign-up period. N/A Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission. N/A
Shorten an existing sign-up period Y Bid isn't configured. Use the OPS SignUp Management screen Shorten Sign-up Period button. N/A Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission. N/A
Shorten an existing sign-up period N Bid is configured but no employees have bid yet and bid contains holidays. Use the OPS SignUp Management screen Shorten Sign-up Period button. The bid is shortened. Holidays outside of the shortened bid remain the same. N/A Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission. N/A
Shorten an existing sign-up period N Bid has started and employees have bid and bid contains holidays. Use the OPS SignUp Management screen Shorten Sign-up Period button. The bid is shortened. Holidays outside of the shortened bid remain the same. N/A Set the OPS > OPS SignUp Management > Shorten Sign-up Period permission. N/A
Import a sign-up Y Bid isn't configured. Use the Schedule Import screen to import a new schedule for the entire period. N/A Set the OPS > OPS SignUp Management > Reimport Middle Sign-up Period permission. N/A
Import a sign-up Y Bid is configured. Use the Schedule Import screen to import a new schedule for the entire period. N/A Set the OPS > OPS SignUp Management > Reimport Middle Sign-up Period permission. N/A
Import a sign-up N Bid isn't configured. Use the Schedule Import screen to import a new schedule for the entire period. Handled by V15 upgrade. N/A N/A
Import a sign-up N Bid is configured. Use the Schedule Import screen to import a new schedule for the entire period. Handled by V15 upgrade. N/A N/A
Extend an existing sign-up period Y Bid isn't configured. Use the Schedule Import screen to import a new schedule for the entire period. N/A Set the OPS > OPS SignUp Management > Extend Sign-up Period permission. N/A
Extend an existing sign-up period N Bid isn't configured. Use the Schedule Import screen to import a new schedule for the entire period. N/A Set the OPS > OPS SignUp Management > Extend Sign-up Period permission. N/A
Extend an existing sign-up period N Bid is configured but no employees have bid yet (no rosters in sign-up). Use the Schedule Import screen to import a new schedule for the entire period. Use the Work Planner Replicator screen to extend the bid. N/A N/A
Extend an existing sign-up period N Bid is configured but no employees have bid yet (sign-up has rosters without holidays). Use the Schedule Import screen to import a new schedule for the entire period. Use the Work Planner Replicator screen to extend the bid. N/A N/A
Extend an existing sign-up period N Bid has started and employees have bid (no rosters or rosters don't have holidays in sign-up). Use the Schedule Import screen to import a new schedule for the entire period. Use the Work Planner Replicator screen to extend the bid. After the bid is extended, the employee work is extended. N/A N/A
Extend an existing sign-up period N Bid has started and employees have bid (sign-up has rosters with holidays). Use the Schedule Import screen to import a new schedule for the entire period. Use the Work Planner Replicator screen to extend the bid. After the bid is extended, the employee work and rosters are extended. N/A Holidays in a roster aren't regenerated.
Extend an existing sign-up period N Bid is configured but no employees have bid yet and bid contains holidays. Use the Schedule Import screen to import a new schedule for the entire period. Use the Work Planner Replicator screen to extend the bid. N/A N/A
Extend an existing sign-up period N Bid is configured but no employees have bid yet (sign-up has rosters with holidays). Use the Schedule Import screen to import a new schedule for the entire period. Use the Work Planner Replicator screen to extend the bid. N/A Holidays in a roster aren't regenerated.