Open Shifts and Open Shift Bidding

While shift trades can only be created and bid on (requested to work) by employees, open shifts are only created by schedulers but can still be bid on by employees. To restrict employee access to open shifts, configure the open shift bidding policy in the Employee Access Settings.

Creating and managing an open shift posting:

Use the Shift Coverage Planner to determine whether additional open shifts are required for each position. Then, you can use the Daily View by Shift, the Calendar View by Shift, or the Shift View to create an open shift for a certain employee position. Right click on a cell under the date and shift you would like and select Open Shift / Call Out, and then select Create an open shift for employee bidding... to create an open shift opportunity. Alternatively, you can select this from the drop-down menu bar, or drag-and-drop a position from the chooser into a selected cell.

Once the posting is created, it is shown in the Daily View by Shift, Calendar View by Shift or the Shift View with dashed lines around the border. You can configure what is to be displayed in this box by clicking  .

To modify an open shift posting:

From the Daily View by Shift, Calendar View by Shift or Shift View, double click the open shift. You can also find this list by clicking on the link in the Scheduler Dashboard or on the Activities menu by selecting Open Shift Opportunities.

Handling open shift bids

Once the posting is created, qualified employees can use any of the remote access applications to view the open shift posting and bid on the open shift. The scheduler can then review, approve, and reject these open shift bids from either the Scheduler Dashboard, the Daily View by Shift, the Calendar View by Shift, the Shift View, or the Open Shift Opportunities list under the Activities menu.

1. Double-click an open shift opportunity to view it.
2. Select the Candidates tab to view the list of qualified employees who were offered the open shift.
• To add a new open shift bid or edit an existing bid, double-click an entry in the list, then select the Activities tab.
1. Select New Activity... and choose an Activity from the drop-down menu, also entering any notes if desired.
• To approve a bid, double-click the entry in the list that you want to approve, then select the Activities tab.
1. Select Assign Shift, and review the details of the shift, entering any notes of desired. Then click OK.
2. When a bid is approved, the approved employee will now be automatically assigned to the shift assignment for the open shift, and the State will indicate Assigned. Click OK.
• To reject a bid, double-click an entry in the list, then select the Activities tab.
1. Select New Activity... and choose Reject from the Activitiy drop-down menu, also entering any notes if desired.
2. When a bid is rejected, the open shift will remain open to qualified employees. However, the rejected employee's open shift list will display a  and no shift assignment is generated for that employee.