Glossary

administrator

A system user with authorization to perform complex system tasks.

bid

An action that employees take to assign shifts or shift patterns to their schedule. After the shift or shift pattern is taken, it is not available to be bid on by other employees.

bid group

A collection of employees bidding on the same set of shifts or shift patterns.

bid mode

A component of a schedule bid that defines the manner of the bidding. The bid modes are sequential, concurrent, sequential/concurrent, and preferential.

bid order

The sequence that is used to present employees the opportunity to bid on available shifts or shift patterns.

bid period

A period of time during which a schedule bid is open for bidding. A bid period is divided into subsets of time called bid windows. See also bid window.

bid preference

An optional component of a schedule bid that an administrator can set up. The administrator selects a set of fields for a shift or shift pattern and employees can rank these fields to assign value. When the assignments are calculated, the preferences are used to make the schedule.

bid window

A period of time during which a specific employee (or set of employees) can bid. A bid window is a subset of time within the bid period. See also bid period.

calculate

An action that determines which bid windows the employees will use and which schedule assignments have resulted from the bid process.

close bid

An action that an administrator takes to stop the bid process.

concurrent bidding

All employees bid at once and rank available shifts or shift patterns.

employee

Within the Schedule Bidding module, the user that is assigned to a bid window. The employee uses that scheduled time to select or rank the shifts or shift patterns that are available to them.

Inbox

A messaging feature that stores all unread messages and messages you have not moved to another location.

Job Scheduler

A feature that runs automated tasks within the system at specified times or time intervals. Administrators can also run unscheduled tasks manually.

messaging

A module consisting of an internal electronic mail messaging system that employees and supervisors use to communicate with one another.

notification

Within the Schedule Bidding module, a feature that sends messages to employees to inform them about the bid window they are assigned to. Notifications are also used to inform employees of the schedule assignments that have resulted from the bid process.

open bid

An action an administrator takes to begin the bid process.

override

Manual changes that a supervisor makes to an employee’s schedule. Actions that a supervisor performs on the schedule, such as adding/deleting jobs and assigning employees to shifts, are overrides.

pause bid

An action an administrator takes to interrupt the bid process to make changes.

preferential bidding

Employees set up their shift or shift pattern preferences and shift assignments are based on these preferences. Employees do not have to bid during a bid window.

preview

A feature that lets administrators see the shift or shift pattern assignments before the assignments are sent to the employees.

rank

A component of the bid process that lets employees give preference to a set of shifts or shift patterns that are available to them in the bid process.

schedule bid

A set of shifts or shift patterns that are available to be filled for a specific period of time through a bidding process.

schedule bid header

The information that is required to define how the bid is conducted. Examples of bid header information include minutes per bid window and number of bid windows.

Schedule Bidding module

A module that lets companies mass-assign shifts or shift patterns to employees based on an automated employee ranking and bidding system.

sequential bidding

Employees bid individually in a pre-defined order and select the shift or shift pattern they prefer.

sequential/concurrent bidding

A combination of concurrent and sequential bidding, where a set of employees are assigned to a bid window. Employees within a bid window bid concurrently, where each bid window is sequentially ordered.

shift

Scheduled time frame in which an employee is expected to work.

shift pattern

A set of shifts that are worked in a pre-defined order.

shift or shift pattern assignment

A set of shifts or shift patterns that are assigned to employees through the Schedule Bidding module that becomes their official schedule.

shift pattern assignment task

A task set in the Job Scheduler that takes bidding information gathered from employees and converts it into an actual schedule.