Manage Schedule Bidding
Use the Manage Schedule Bidding screen to view, manage, and take action on schedule bids for their teams. This screen replaces the Preview Shift/Shift Pattern Assignments screen.
See Previewing shift or shift pattern assignments.
The screen is organized into two tabs:
- Open Bids — Displays active bids currently available for action.
- Closed Bids — Displays historical bids, with a date range picker for filtering.
Each tab shows bid cards in the left panel and employee bid details in the right panel. Selecting a bid displays the participating employees, the shifts they have bid on, and their bid windows.
From this screen, you can perform these actions:
- Assign a rotation to an employee through Assign Bid, which displays qualified bid lines with shift details, off days, and available positions.
- Remove an employee's temporary bid assignment.
- View notification banners for paused bids and missed bid windows.
- Use pagination and records-per-page controls to manage large employee lists.
Access to this screen is subject to specific conditions. It adheres to team-based permissions, meaning managers and supervisors can only view bids for the teams they are authorized to access. This access is controlled through field security and is configured in .