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Switch on shift bidding

Updated

Available for the following EmploymentOS plans: Employment Lite, Employment Plus, Employment Unlimited
Time & Attendance Add-on
Available for the following HR classic plan: Platinum
Available for the following user access level: Admin    

A manager or admin can create open shifts for employees to bid on. You are also able to set a shift bidding cut-off time, after which employees are no longer able to bid on the open shifts, and you can also set shift bidding notification reminders for your employees.

  Interactive learning

Click here for an interactive demo

Getting started

Step 1: Enable open shifts
  1. In your Employment Hero platform, click on the Time option on the left-hand side menu.
  2. Under the Rostering submenu, click on Rostering Management.
  3. Click on the Rostering Settings button.
    click on the rostering settings button
  4. Switch the toggle to the right on Enable open shifts.
    click on enable open shifts by switching the toggle to the right
  5. Click Save on the bottom right-hand side ‌of the screen.
Step 2: Create a group of employees that can be assigned open shifts

This step is only valid if you are on the legacy rostering system that uses cost centres. If you use worksites and positions rostering, you do not need to action this step. For more information on the difference between worksites and cost centres, see this article. 

  1. Log into your Employment Hero platform.
  2. Click on the Time option on the left-hand side menu.
  3. Under the Rostering submenu, click on Rostering Management.
  4. Click on the Roster Actions button.
    Click on the roster actions button
  5. Click on View shift Bidding Employees.
    click on view shift Bidding Employees button
  6. To create a new shift Bidding Employee, click on + Add group.
    click on plus add group to create a new biddable group
  7. Add the following details:
    • Group name
    • Employees (optional).
  8. Click Save.
    add group name and group members and click save
Step 3: Create an open shift
  1. In your Employment Hero platform, click on the Time option on the left-hand side menu.
  2. Under the Rostering submenu, click on Rostering Management.
  3. Choose the day on which you wish to create an open shift by clicking on the plus sign.
    select the day you wish to create an open shift on
  4. To create an open shift, add the following details:
    • Shift start time
    • Shift end time
    • Break times
    • Location
    • Certification (optional)
    • Employee - you must select This is an open shift
    • Bidding employees and groups
    • Notes (optional)
  5. Click Save.
    create an open shift then click save

Helpful Hint

The employees in the biddable group will be notified via Employment Hero Work that there is an available open shift. The first employee to accept the open shift will have it assigned to them.

The shift will then be added to the successful employee's roster in Employment Hero Work, and you will see the employee assigned for the shift in Roster Management.

Helpful Hint

Open shifts will have a purple open tag on them for easy identification.

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