Manage active bid processes

• For the selected active bid process, select the Progress tab.
• The agents are shown in the order of their rank. For each agent, view how many of the total patterns they have ranked. The agent should rank at least as many patterns as indicated by their own rank.
• You can also see if the latest changes were done by the agent or by an administrator.

1. For the selected active bid process, select the Progress tab.
2. Click Place bid for the agent whose bid you want to place.

3. Click the preferred shift patterns to select them and click the arrow to move them to the list of ranked patterns.

   You can select the check boxes for the preferred Days off, or use the filters for Earliest start time and Latest start time, to more easily find the preferred shift patterns.

4. Drag and drop the ranked patterns to the preferred order.
5. Click Save.

If an agent no longer should participate in the bid process, for example because they resigned, remove them from the bid process.

1. For the selected active bid process, select the Agents tab.
2. Select the agents to remove.
3. Click Remove selected agents.
4. When you remove agents, the bid process often have more shift patterns than agents. To address that, remove the same number of shift patterns.

You often need to remove shift patterns from the bid process if you have remove agents from the bid process.

1. For the selected active bid process, select the Shift patterns tab.
2. Select the shift patterns to remove.
3. Click Remove selected shift patterns.

4. Click OK to confirm the removal.

   If there are more than one occurrence of the selected shift pattern, this is mentioned in the confirmation message. If you click OK, all occurrences of this shift pattern is removed. To only remove one occurrence, click the minus button for this pattern.

1. For the selected active bid process, select the Preview results tab. This view shows a preview of the results from two perspectives.

   • The Agents view shows what patterns the agents would be assigned if the bid process was finalized now. The Choice column shows in which position the agents ranked these patterns.
   • The Shift patterns view shows what shift patterns that are assigned and which ones that are still unassigned.
2. If the bid period is over and there are still unassigned shifts, you can force the unassigned patterns to the agents who have not bid at all or not included enough patterns in their bid. These patterns are then randomly assigned.
3. Continue by finalizing the bid process.

Finalize the bid process to make the results available for scheduling.

1. For the selected active bid process, select the Preview results tab.
2. If you are happy with the preview results, click Finalize bid process.
3. Click Finalize to confirm.

• Select the Results tab. It shows what patterns the agents were assigned in the bid process.
  • The Choice column shows in which position the agents had ranked the pattern they were assigned.
  • Click an agent's name to show how the agent ranked the patterns.
  • Click Export to CSV to export all agents' assigned patterns.
• Select the Report tab. It shows how many agents that got their number 1 pattern choice, how many agents that got their number 2 pattern choice, and so on.
  • Click Agents on any row to see the names of the agents.
  • Forced means the agent got a pattern they had not ranked.
  • Unassigned means that the agent didn't get any pattern assigned.