Legacy shift bidding requires specific client property and role access, as well as a shift trading policy assignment.
| Role | Role Feature |
|---|---|
| Administrator |
|
| Manager |
|
| Employee |
|
Before managers can start offering unfilled shifts to employees, an administrator must enable access to unfilled shifts and configure a shift trading policy and assign it to employees.
| Action | Description |
|---|---|
| Enable a client property to allow unfilled shifts | In System Admin > Client Properties in the Properties tab, in the Scheduling section, select the Allow unfilled shifts checkbox. |
| Configure a shift trading policy |
In Schedule Setup > Shift Trading Policy, configure a shift trading policy. |
| Assign the shift trading policy to employees | In People in the Employment > Employment Settings screen, assign the shift trading policy to the necessary employees. |
Legacy Shift Bidding Process Flow
At a high level, the end-to-end process flow for legacy shift bidding involves the following steps.
| Step | Description |
|---|---|
| 1) A manager creates unfilled shifts. | In Centralized Schedules or Schedules, a manager can create unfilled shifts. Alternatively, a manager can remove the employee that’s assigned to an existing shift to make it unfilled and available for other employees to bid on. |
| 2) The manager posts the unfilled shifts and Dayforce notifies employees. | The manager posts the unfilled shifts, and Dayforce notifies the manager’s eligible direct reports (that is, employees) about the availability of unfilled shifts for bidding. |
| 3) Employees request the unfilled shifts. |
Employees can request the unfilled shifts in Work > Calendar. Dayforce marks days with unfilled shifts that are available for pickup with the shift trade available icon ( To request the unfilled shift, employees can click Shift trade > Shift Trades in the menu. Dayforce opens the Shift Trades slide-out panel where employees can view details about each unfilled shift that’s available for the week, and request shifts. |
| 4) Managers review the unfilled shift requests and approve the requests. | In Approvals, the manager can review and approve or deny the unfilled shift bids as needed. |
| 5) Dayforce notifies employees that their shift bid requests were awarded or rejected. |
After the manager approves or denies bids, Dayforce notifies the employees who were awarded unfilled shifts, and also notifies employees who were denied bids. |
).For more information, see:
- Manage Shift Trade Requests in the Manager Guide
- Shift Trading in the Employee Guide