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Employee Schedule Incentive

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Bidding on a Schedule

To submit a bid (request) for a schedule, complete the following steps:

  1. From the Actions section>Employee card, select the Employee Schedule Incentive icon.
  2. Enter any search criteria to limit the schedule options returned: The Organization Unit information, the Profile Code assignment, the Activity Code assignment, and/or the Transaction Date Range Begin and Transaction Date Range End dates to search for a schedule date and click on the Search button.
  3. The search results are displayed in either a grid or on a monthly view calendar.
  4. The information box displays the details on the shift. The current Lowest Bid may be displayed in the upper box, depending on whether Org Unit Indicator Schedule Incentive Standard 1 is set to display this value.
  5. If the current user has the lowest bid, that information is also displayed.
  6. Enter a bid in the New Bid field.
  7. Click on the Save button to save the bid.
  8. If the user has previously submitted a bid on this same schedule, a Your Current Bid field is displayed. Compare this amount to the Lowest Bid field to determine if your bid is currently the lowest. Employees can bid on the same schedule as often as they wish--only the most current bid per employee is displayed in the supervisor's bidding results, and in the Your Current Bid field.
  9. Employees may continue to submit bids until the Closing Time on the Closing Date.
  10. The winning bid is awarded by an authorized user through the Actions section>Approval card>Schedule Incentive screen. When the incentive schedule is set to Closed, all non-approved bids are set to Denied.
  11. The winning bid is posted to the organization schedule.
  12. All employees submitting bids are notified on the Home page in the My Schedule Incentive Requests screen as to whether their bid was accepted or denied.

The following icons may be displayed to show the bid status:

Approved

Indicates the bid for this schedule is approved and awarded to this employee. The shift is added to the organization unit schedule screen.

Canceled

Indicates the bid for this schedule was canceled.

Denied

Indicates the bid for this schedule is not approved for this employee.

Requested

Indicates the status of this request has not been changed, and is still pending.

The following fields are displayed in the information box at the top of the screen:

Depending on the page displayed, the following fields may be available. Click on the link to navigate to the description.

Activity Code

Closing Date and Time

Date

Maximum Bid

Lowest Bid

Minimum Bid

Increment

New Bid

Open Date

Organization Unit

Organization Unit Open Date/Time

Position

Profile

Stage

Your Current Bid

The following related topics are available:

Searching for a Schedule Incentive Record

Canceling a Schedule Incentive Bid

Activity Code

The activity code that is assigned to the schedule.

Closing Date and Time

Depending on the field, either the calendar date or the time of day when bidding is closed for this schedule.

More About Date Value Fields

More About Time Value Fields

Date

The calendar date of the schedule.

More About Date Value Fields

Maximum Bid

The highest dollar amount that an employee is allowed to submit for a bid. If there is no maximum value, leave this field blank.

Lowest Bid

The currently submitted lowest bid for this schedule.

Note: This field is only displayed if Org Unit Indicator Schedule Incentive Standard 1 is set to authorize it.

Minimum Bid

The smallest dollar amount that an employee is allowed to bid on this schedule. If there is no minimum amount, leave this field blank.

Increment

When this value is set up, the submitted bid must be an increment of this value starting from the Maximum Bid amount. For example, if the maximum bid is $30.00 and the Increment is .50, the user could submit a bid for $30.00, $29.50, $29.00, etc.

With this example, if the user submits a bid for $28.75, an error message is generated because this is not an increment of .50. If there is no value set up in this field, there are no incremental restrictions on the amount the user can submit.

Note: If there is no value entered in the Maximum Bid field, then the Increment value will be set to zero.

New Bid

Enter a bid for the current schedule. This bid must be an increment of the Increment value. For example, if the current bid is $15.00 and the increment is .50, the user could submit a bid for $14.50, $15.50, $16.00, etc.

Open Date

The date when the time frame for submitting bids is opened for this schedule.

More About Date Value Fields

Organization Unit

The organization unit of this schedule. When a single organization unit schedule is loaded, this information is defaulted and cannot be changed. When a schedule group schedule is loaded, an additional screen is available to select the Organization Unit.

Organization Unit Open Date/Time

For each applicable organization unit level, the date and time that the schedule is available at that level. For example above, the schedule could open for bidding at the position level on October 10 at midnight, and then open to the branch level at 07:00.

More About Date Value Fields

More About Time Value Fields

Position

Select one of the positions authorized to work this schedule from the left pane. The system verifies the employee has the required position permission.

Profile

The profile assignment of the schedule. The profile record includes the positions, skills, and stations required for an employee to qualify to work this shift. This value defaults to the profile highlighted on the schedule grid, but can be updated.

Stage

The level of access that is currently being allowed to bid on the schedule. 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.

Your Current Bid

Shows the most recent bid of the logged in user, so he/she can compare it to the lowest bid. The user can cancel this bid by clicking on the Cancel Bid button.