Configuring Bids

Create new bids using the Bid Configuration wizard.

Open the Bidding screen and set the Context (F3).
Start the Bid Configuration wizard by clicking Bidding > Create New Bid.
Use Bidding > Configure Existing Bid to update an existing bid.
On the Bid Configuration - General page:
1. Enter a Bid Name for the bid.
2. If employees should get the same bid assignment as a previously created work bid, select the Previous Bid to use. This loads the information from the previous work bid.
3. Select the Agency associated with the bid.
4. If employees should be able to bid on work from another division, select Cross Divisional.
5. Select Next.
On the Bid Configuration - Division Bid Units page:
1. Select the divisions to include in the bid.
  
  For optional bid work, select eligible optional work from all the divisions under the selected division group.
2. Select Next.
On the Bid Configuration - Quotas page:
You can import work quotas from a previously configured bid by selecting Import and then a Bid Name. To manually enter quotas, perform the following steps.
1. Select the Period/Holiday for the quotas.
2. Select the Division for the quotas.
3. For each quota:
  1. Select the Division List for the quota.
  2. Select an identifier in Bid Unit Names.
  If a vacation relief bid unit is used (a Bid Unit with a Bid Category of ReliefVacation), and the OPS > Bidding > VacationRelief > MultiplePass property is selected, the bid is done in two passes. The second pass allows operators who successfully bid for vacation relief work to bid on which vacation relief work they will perform. Second pass bid work is created from week-long vacation absences for operators who participated in the first pass of bidding.
  1. Enter the number of employees allowed to take the specified days off in Number Needed.
  2. In Days Off, select the days of the week that can be taken. If the quota is for part-time runs where days off are determined during bidding, don't make a selection.
  3. Enter a Description about the quota.
4. Repeat these steps for each Period/Holiday and Division combination.
5. Select Next.
On the Bid Configuration - Employees page:
1. To add an employee to the Employee Bid list:
  1. Enter a search value in the Employee Search field (for example, part of a name).
  2. Double-click the employee to add.
  3. Select Add.
2. To remove an employee from the Employee Bid list:
  1. In the Employees pane, select the employee to remove.
  2. Select Remove.
3. To reload employees for the Employee Bid list, select Reload.
  Reloading employees undoes changes made to the employee bid list and reloads accrual balances for bids with absence bid units.
4. To change the order of employees in the Employee Bid list:
  1. For the employee to move, select the number to the left of the employee's row.
  2. Click and drag the employee to a new position on the list.

The configuration made in previous steps determines which of the following pages appears. You may not need to configure all of these pages.

On the Bid Configuration - Division Questions page:
1. Select the divisions that must answer the questions.
  The question is included in bids for the selected divisions.
2. Select Next.
On the Bid Configuration - Periods page:
1. Select the Sign Up to which the bid applies.
2. Enter a bid period Name.
3. Select the line below to save the name.
4. In PeriodId, select the bid period name.
5. Enter start and end dates for the period in From Date and To Date.
6. Repeat these steps until the entire duration of the sign-up period is covered by non-overlapping periods.
7. Select Next.
On the Bid Configuration - Rosters Scenarios page:
1. Select a Roster Scenario matching the Division and Period.
2. Repeat this step for each row.
3. Select Next.
On the Bid Configuration - Holidays page:
1. Select the holidays to include in the bid.
  All defined holidays in the specified date range. If you don't select a holiday, operators are scheduled for that day as a regular work day.
2. Select Next.

The Context of the Bidding screen is updated to the new bid and the bid is visible.