Work plan bids overview

The Work Plan Bidding feature enables users to bid on their preferred work plans, which can be used to schedule their future shifts. This feature also ensures that the schedules meet their personal requirements or preferences.

The key differentiator between traditional shift bidding and work plan bidding is that during the configuration phase, it allows you to provide:

• details of actual employees
• available work plans
• actual planning groups information

Based on the forecast, you can either use all the planning groups to evaluate the coverage or you can select and trim that down to an employee profile type mix.

Instead of running a schedule, Work Plan Bidding further analyses the bid configuration and suggests the proper number of agents that should be assigned to each work plan to ensure the best possible scheduled outcomes. Agents can then view and submit their Work Plan preferences.

Work Plan Bidding does not have queue mechanisms, which prevent the agents from submitting bids until the agent in a higher ranking is done with the selection. Here, agents can directly view and submit their preferences without being in queues. The number of work plans to be offered for each type is known; in addition to the ranking order, all the employees can make independent submissions. They can either submit a preference for a single option or for all available options. 

Once the rankings are available, the system sorts the users by hire date or performance ranking and then assigns the work plans based on the preferences entered and the number of available slots. Once this is set, the schedules are generated and the outcomes are based on user selection. 

For more information on Work Plan Bids, see the following articles: