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The Schedule Incentive Search screen is the default page when the Schedule Incentive screen is opened. This screen is used to filter criteria when searching for specific records to handle. Depending on the authorization role of the user, selected records can be viewed, handled, edited, or deleted.
Record Management
To locate specific records, enter the search criteria as described below, then click on the Search button. For more information, see Searching for a Record.
After entering the search criteria, all applicable records are displayed. To open and view a record, click on the folder to the left of the record. For more information, see Opening and Viewing a Record.
Activity Code
The activity code to be assigned with this shift. Built into the activity code are the starting and ending time of the shift, lunch length, coverage, etc. Note: Activity Code Indicator Sched Incentive Standard 1 must be set to Y (yes) for the activity to be displayed in the Field Look Up Values in the right pane.
Auto Approve
Indicates whether the schedule incentive bid is set to be auto approved (Yes/No). Auto approved bids are automatically awarded to the lowest bidder on the closing date/time of the schedule, provided the schedule does not create an exception above the allowed level.
For example, if the employee will surpass his or her approved overtime value, and the overtime rule exception level is set at a Critical level, the employee will not be awarded this shift.
Note: The level of exception that can be overridden is set on the Configuration section>Scheduling card>Staffing Configuration screen>Schedule Incentive Auto Approval Exception Override field.
Closing Date Range Begin Date
The earliest date to include when searching for a schedule for bidding with a Closing Date that falls within the range.
Closing Date Range Begin Time
The earliest time on the Closing Range Begin Date to search for a schedule for bidding. Schedules that fall on or after the Closing Range Begin Date/Time and on or before the Closing Range End Date/Time range are included in the results.
Closing Date Range End Date
The latest date of the range to search for a schedule for bidding with a Closing Date within the range.
Closing Date Range End Time
The latest time on the Closing Range End Date to search for a schedule for bidding. Schedules that fall on or after the Closing Range Begin Date/Time and on or before the Closing Range End Date/Time range are included in the results.
Open Range Begin Date
The earliest date of the range to include when searching for an Open Date of a schedule for bidding.
Open Date Range Begin Time
The earliest time on the Open Range Begin Date to include in the range to search for a schedule for bidding. Schedules that fall on or after the Open Date Range Begin Date/Time and on or before the Open Date Range End Date/Time range are included in the results.
Open Date Range End Date
The latest date of the range to include when searching for an Open Date of a schedule for bidding.
Open Date Range End Time
The latest time on the Open Range End Date to include in the range to search for a schedule for bidding. Schedules that fall on or after the Open Date Range Begin Date/Time and on or before the Open Date Range End Date/Time are included in the results.
Organization Unit
The organization unit of the schedule. The levels available and the labels of the organization levels depend on the structure of the corporation.
Profile Code
The profile code that is assigned to the available shift.
Stage
The level of access that is currently being allowed to bid on the schedule incentive. The first stage of access is at the position permission level. If no qualifying bids are submitted at that level, then access is progressively opened to higher and higher levels of the corporate structure on the dates entered.
Status
Indicates the current status of the schedule incentive bid request. Options are Closed, Canceled, Open or Failed. Note: A bid is set to Closed when the Close Schedule Incentive process is completed on the record, not when the closing date and time has passed.
The status options are as follows:
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The status is set to Closed when an authorized user approves the final bid request for the shift through the Review Bid Request screen. |
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The status is set to Canceled when a user cancels the schedule incentive through the Review Bid Request screen or when the system sets the value when no bids were submitted and the Closing Date and Time has been reached. |
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The status is set to Open from the time the schedule incentive is set up until the status is either changed by an authorized user or until the system sets the value to Canceled if no bids are submitted before the closing date or sets it to Failed if the bid cannot be successfully awarded. |
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The status is set to Failed when a schedule incentive is set to be Auto Approved, but the process could not successfully award the schedule to a bidder. When this occurs, a manager must manually review the record and award the bid. |
Transaction Date Range Begin
The beginning date for finding schedules for bidding that occur within the range.
Transaction Date Range End
The ending date for finding schedules for bidding that occur within the range.