Mandatory management tasks

These management tasks are mandatory:

  1. Calculate bid windows.
  2. Notify employees of bid windows.
  3. Open bidding.
  4. Preview shifts or shift pattern assignments.
  5. Close bidding.
  6. Assign shifts or shift patterns.
  7. Notify employees of assignments.

Some of these tasks depend on other tasks being completed first. For example, you cannot close a bid until all the employees in the bid group have had an opportunity to bid on the shifts or shift patterns. Similarly, you cannot notify employees of shift assignments until the bid has been closed.