Editing a Standard Bid Package

You have several options for editing your bid package once you’ve created it. This section describes some of those options.

Edit Package Details

The Edit Package Details feature allows you to edit some aspects of your bid package: the bid package name, bidding window start/end dates/times, and the days in advance to show shifts from open bid lines.

To edit bid package details:

• Click the Bid Packages tab.
• Click the Edit Package Details link.
  

• RosterApps directs you to the Edit Bid Package page.
  
  

• Edit the details on this page as needed. Note that you cannot change the work group, or the start and end dates of the bid package. You can change the end date of the bid package on different pages: the Extend Bid Package End Date page (Location Admin > Bid Packages tab > Edit > Extend Bid Package End Date) or the Shorten Bid Package End Date page (Location Admin > Bid Packages tab > Edit > Shorten Bid Package End Date). Below is a list of the details you can edit from the Edit Bid Package page, with descriptions:

  • Bid Package Name: The name of the bid package.

  • Bid Window Open: Select the date and time that employees can bid on this bid package. If you want the bid window open immediately, you can set this to a date in the past.

  • Bid Window Close: Select the date and time that this bid window closes.

  • Days in Advance to Show Shifts from Open Bid Lines: The number of days in advance to show open (unassigned) shifts from bid lines that do not have an employee assigned to them. These shifts will show up in supervisors’ Shift Management tabs as unassigned shifts to deal with. If you don’t want supervisors to see any of these shifts, you can enter a 0 in this field.

  • Employees Allowed to Bid Regardless of Skill for Select Skills: Select this checkbox if you want to allow employees to bid on lines which they don't have the required skills.
  • Employee Can Save Bid if They Selected All Available Lines: Click this checkbox to allow employees to select and save all lines when submitting their bid preferences.

• Once you are done editing the fields on this page, click the Save button (or click the Cancel button to cancel).

Edit Bid Lines (before generating shifts)

You have different editing options prior to generating shifts than after generating shifts. For information on editing bid lines after generating shifts, please refer to the next section of this user guide.  For information on editing bid lines prior to generating shifts, please refer to this section of the user guide.

To edit bid lines before generating shifts:

• Click the Bid Packages tab.
• Find the bid package with bid lines you want to edit and click the Edit link in that bid package’s row.
• Click the Edit Bid Lines link.
  
• RosterApps directs you to the Edit Bid Lines page. This page displays all of the bid lines in this bid package.
  

• Click the Edit link in a bid line’s row to edit that bid line (or click the Delete link to delete the bid line).

• From this page you can edit any detail of the bid line you would like.
  

• Below is a list of the fields on this page with descriptions.

  • Bid Line Label: A label for this bid line, unique within the bid package. You can think of this as the bid line’s name. If you have similar bid lines grouped together, you might want to give them the same label with different numbers appended (for example, Cashier01, Cashier02, Cashier03, etc.).

  • Employees Required: The number of employees needed for each bid line. The default number is 1, but you can change it to however many employees you need for that line. When employees bid, this will show up as the number of ‘slots’ of this bid line available.

  • Employees Reserved: The number of slots of this bid line you want to reserve. Reserving means that the slot will not be visible to employees while bidding. You may want to reserve a slot for a specific employee or want to hide a slot for another reason.

  • Add shifts to your bid line.

    • Choose a day of the week that will have a shift in this bid line and click the blue text link Add Shift in that day’s row.

    • RosterApps expands that day’s row.

    • Complete this section with information about the shift.

      • Template (Optional): If you want to use a shift template for this shift, select the shift template in the drop-down menu. When you select a shift template, RosterApps auto-fills the rest of this section according to that shift template. Shift templates can save you considerable time when manually adding bid lines. For more information about shift templates and how to create them, please see the View/Add/Edit/Delete Shift Templates section of this user guide on page X.

      • From: Select the time the shift begins.

      • To: Select the time the shift ends.

      • Break: Indicate whether the shift has a break or not. There are three options:

        • No break during shift: Select this option button if the shift will not have a break.

        • Floating break for…: Select this option button if the shift will have a break that the employee could take at any time during the shift. Use the drop-down selectors to select the length of the break.

        • Fixed break at…: Select this option button if the shift will have a break that the employee must take at a specific time. Use the first set of drop-down selectors to select the time that the employee must take the break. Use the second set of drop-down selectors to select the length of the break.

      • Required Skills: Check the box(es) of any skill(s) that an employee must have to work this shift. RosterApps lists all of the skills available at your company.

    • You can add multiple shifts in a day if needed. To do so, click the Add Shift link in that day’s row again. If you need to remove a shift, click the Remove Shift link underneath the shift.

    • Continue until you’ve added all of this bid line’s shifts for the week.

• Once you finish editing, click the Update button to save your changes (or click the Cancel button to cancel).

Edit Bid Lines (after generating shifts)

You have different editing options prior to generating shifts than after generating shifts. For information on editing bid lines prior to generating shifts, please refer to the previous section of this user guide. For information on editing bid lines after generating shifts, please refer to this section of the user guide.

To edit bid lines after generating shifts:

• Click the Bid Packages tab.
• Find the bid package you want to edit bid lines for in the table of bid packages. Click the Edit link in that bid package’s row.
• Click the Edit Bid Lines link.
  
• RosterApps directs you to the Edit Bid Lines page. This page displays all bid lines in the bid package.
  

• Click the Edit link in a bid line’s row to edit that bid line (or click the Delete link if you want to delete the bid line).

• RosterApps directs you to a page where you can edit some details of the bid line.
  

• Below is a list of the details you can edit with descriptions:

  • Bid Line Label: A label for this bid line, unique within the bid package. You can think of this as the bid line’s name. If you have similar bid lines grouped together, you might want to give them the same label with different numbers appended (for example, Cashier01, Cashier02, Cashier03, etc.).

  • Employees Required: The number of employees needed for each bid line. The default number is 1, but you can change it to however many employees you need for that line. When employees bid, this will show up as the number of ‘slots’ of this bid line available.

  • Employees Reserved: The number of slots of this bid line you want to reserve. Reserving means that the slot will not be visible to employees while bidding. You may want to reserve a slot for a specific employee or want to hide a slot for another reason.

• Once you finish editing, click the Update button to save your changes (or click Cancel to cancel).