Edit Bid

You can edit the details of your shift leveling bid at any time with this function.

To edit a shift leveling bid:

• Click the Shift Leveling tab.
• Find the shift leveling bid you want to add bid items to in the table of shift leveling bids. Click the blue text link View at the far right of that shift leveling bid’s row.
• Click the Edit Bid link.
• RosterApps opens the Edit Shift Leveling bid box. From here you can edit all details about the shift leveling bid except for the shift leveling bid type. Below is a list of the details you can edit with descriptions.
  • Name: The name of the shift leveling bid.
  • Bid Process Type: Select the method that RosterApps should use in awarding bid items in the drop-down menu. There are three options:
    • First Come First Serve: Select this option to have RosterApps award bid items on a first come, first served basis. This means that the first employee to select a bid item will be awarded that bid item (provided it fits with the minimum staffing plan).
    • Round Robin: If you select this election method, RosterApps goes through bid preferences in seniority order, but conducts the bid in rounds. The most senior employee would get their top preference, then the next senior employee would get their top preference (as long as it wasn’t taken by the most senior employee), and so on until all employees that have bid have been awarded one preference, if any of their available preferences fit with the minimum staffing plan. Then the second round begins, and RosterApps awards the most senior employee their top preference that’s still available, then the next senior employee their top preference that’s still available, etc. This is a more equitable way to distribute vacation weeks than strict seniority.
    • Strict Seniority: Select this option to have RosterApps conduct the bid with strict seniority. This means RosterApps would award the most senior employee as many of their top preferences as they are allowed, then award the second most senior employee as many of their top preferences (that are still available) as they are allowed, etc.
  • Seniority Rank Rule: Select the method RosterApps should use to determine seniority for the awarding process in the drop-down menu.
  • Default Max Award Possible Per Employee: Enter the maximum number of bid items an employee can be awarded from this bid.
  • Min Time Before Shift Start to Finalize (Hrs): Enter the minimum number of hours before a shift begins that the award can be finalized.
  • Bid Window Open: Select the date and time that the bid window opens.
  • Bid Window Close: Select the date and time that the bid window closes.
  • Date Range of Shifts To Exchange: This section only appears if you select the bid type ‘Exchanging for an Open Shift.’ Select the date range of currently scheduled shifts that employees can exchange for open shifts.
  • Duration Must Be Same: This section only appears if you select the bid type ‘Exchanging for an Open Shift.’ Check this box to require that shifts employees exchange are the same length as the open shifts they are awarded.
  • Skill Must Be Same: This section only appears if you select the bid type ‘Exchanging for an Open Shift.’ Check this box to require that shifts employees exchange have the same skill as the open shifts they are awarded.
  • Must Be In Same Week: This section only appears if you select the bid type ‘Exchanging for an Open Shift.’ Check this box to require that shifts employees exchange occur in the same week as the open shifts they are awarded.
• Click the Update button at the bottom of the page to save your changes.