Configure Shift Bidding Templates

In Schedule Setup > Shift Marketplace Template, you can configure shift bidding templates. These templates provide more flexibility and customization options for shift bidding. For example, you can configure specific conditions for shift bidding, such as restricting which employees can submit bids and when. Additionally, when managers create unfilled shifts in Schedules when a shift bidding template is active, they can view the bidding dates and override them, if necessary.

Role feature access: Schedule Setup > Schedule Setup > Shift Marketplace Template

Important: Dayforce supports shift bidding templates only in Schedules. At this time, these templates aren’t supported in Centralized Schedules.

At the template level, you can configure whether bids are automatically awarded to employees, which notifications Dayforce uses to inform employees about unfilled shifts, and which locations the template applies to.

You configure which locations the template applies to using the Organizations setting. Note the following behaviors of this setting:

• An org unit can be assigned only to one template.
• If a template’s assigned org unit has additional org units nested below it in the organizational hierarchy, the template also applies to the nested org units. However, if one of the nested org units is assigned to another template, Dayforce respects this configuration and doesn’t apply the template assigned to its parent org unit. For example, consider the Manufacturing Co. org unit which has the Plant 2 and Plant 3 org units nested below it. If you assign Template 1 to Manufacturing Co., the template also applies to Plant 2 and Plant 3. However, if you assign Template 2 to Plant 2, Dayforce respects this configuration. In this scenario, Template 1 includes Manufacturing Co. and Plant 3, while Template 2 includes Plant 2.

For each template you configure, you can add one or more shift bidding sessions, which represent the time range in which employees can submit bids for unfilled shifts. You can configure scheduled and ad hoc bidding sessions:

• Ad hoc session: Employees bid on unfilled shifts with no conditions (that is, there is no set time during which they have to submit a bid). You can configure an ad hoc session by selecting the Set In Schedules checkbox to give managers the ability to directly set in the Schedules feature the times when employees can submit bids.
• Scheduled session: Employees bid on unfilled shifts in a bid window. A bid window is the period of time in which employees can submit bids. For scheduled sessions, you can use bid windows to configure conditions. For example, the bid window opens at a configurable time, stays open for a configurable length, and closes a configurable number of days before the schedule that’s open for bidding. You can prioritize which employees can bid first by adding two groups to a session and configuring different bid windows for each.

Important: Each shift bidding template must contain at least one scheduled session.

When you configure bid windows, they become active and close before the schedule period. The schedule period represents the week that includes the unfilled shifts, which begins on the start date of the week as configured in Dayforce for the organization. For example, if an organization’s week start date is Sunday and you configure a session’s bid window to close two days before the schedule period, the bid window closes on the Friday.

Before You Begin: Configure a shift bidding group. See Add Shift Bidding Groups.

To configure a shift bidding template:

1. Go to Schedule Setup > Shift Marketplace Template and click Add. Dayforce adds a new template in the side panel.
2. Enter a name and, optionally, a description for the template.
3. In the Organizations field, specify the org unit that the template applies to. If the org unit you select has any org units nested below it in the hierarchy, the template applies to those org units, too.
4. (Optional) Enter a reference code.
5. Select the Auto assign checkbox and Dayforce doesn’t require manager approval for employee shift bids. When this checkbox is selected and an employee bids on an unfilled shift, their bid is awarded automatically.
6. Select the Enforce bid window close checkbox and employees can’t submit bids for unfilled shifts after the bid window closes. Leave the checkbox cleared and unfilled shifts remain available until employees bid on them and are awarded the shifts.
7. Configure an effective start date and, if necessary, an effective end date for the template.
8. In the Notification Message drop-down list, select the WFM notification record that you want to associate with your template.
9. In the Bid Window and Priority section, click Add.
10. In the Group Name drop-down list, select a shift bidding group. Dayforce derives these groups from HR Admin > Groups.
11. Configure either a scheduled or ad hoc bidding session:
    • To configure an ad hoc bidding session, select the Set In Schedules checkbox.
    • To configure a scheduled bidding session:
      1. Set the number of days before the schedule period that the bid window becomes active.
      2. (Optional) Specify the bid window’s opening time.
      3. Configure the number of days before the schedule period that the bid window closes.
      4. (Optional) Specify the bid window’s closing time.
12. (Optional) Click Add to add more groups to the session.
13. Click Save.