Creating bid groups

  1. Select Maintenance > Optional Modules > Schedule Bidding > Schedule Bid Setup > Create/Manage Bid Group.
  2. Click Create New Entry.
  3. Specify this information:
    Group Name
    Specify the name of the group.
    Group Description
    Specify a brief description of the group.
    Sort Rule
    Specify an employee field to sort by. If left blank, Seniority Date is used by default.
    Tie Breaker
    Specify a unique employee field as a sorting tie breaker.
    Sort Rule Sort Order
    Select the sort order when sorting employees.
    Tie Breaker Sort Order
    Select the sort order when breaking a tie during sorting.
    Sort Extension Script
    Specify the script to use to sort employees.

    If a script is specified, the Sort Rule and Tie Breaker are ignored.

    If the Sort Extension Script is empty but Sort Rule and Tie Breaker are provided, sorting defaults to Ascending order.

    If none are specified, employees are sorted by EMP_SENIORITY_DATE and, in case of ties, by EMP_BIRTH_DATE, both in Ascending order by default.

    Note: You can display or hide this Sort Extension Script column through Config mode.
    Ignore Shift Job Qualification
    Select this check box to view and bid on rotations even if the shift's job does not match an employee's assigned jobs.

    The rotation-level job is always validated regardless of this setting.

    Ignore Optional Skill Qualifications
    Select this check box to view and bid on rotations even if the shift's optional skills do not match an employee's configured skills.
    Exclusion Filter Extension Script
    Specify the script to use to exclude employees from bidding.
  4. Optionally, configure extension scripts:
    1. To use a custom sort script, the extension script must have the Script Type: ta-employee-sort. You can also use the EmployeeVal4Mock extension script as a template.
    2. To use a custom exclusion filter script, the extension script must have the Script Type: ta-employee-filter.
  5. Click Save.
    The Employee Bid Group and Team Bid Group sections display after saving.
  6. In the Team Bid Group section, click New Row.
  7. Select a team from the list to add a team to the bid group.
  8. Select the Include Sub Teams check box if employees in sub teams are included in the schedule bid.
  9. In the Employees to Exclude field, select one or more employees from the selected team to exclude from participating in the schedule bid.
  10. Click Save.