1. Employment Hero Help Centre (AU)
  2. Payroll Web Platform
  3. Rostering
  4. Shifts
  5. Management

Shift bidding

Jimmy
Updated

Overview

As an organisation, you may base your staffing hours of a rostering system whereby you allocate employees' certain hours they need to work per week based on workload demands. By using rostering software, you can take the heavy administration out of this process for your managers, freeing up their time to work on more import areas such as managing and supporting their employees.

The Rostering module within the Payroll platform has a Shift Bidding feature that allows you to create a shift that multiple employees can bid on and include details such as start and end times, work types, classifications and the role it falls under. You can also use this feature to create a pre-defined employee group you can select when creating a bidding shift, edit these groups details if they change and delete a record if it is no longer required.

To use the Shift Bidding features, you will need to have them turned on via Roster Settings. To read further information on how to access Roster Settings, refer to the following article.

Availability

Payroll Plan:   Standard   Premium

Getting Started

Creating a bidding group
  1. Click the Roster menu.
  2. Click the Roster Actions button.
  3. Click the Bidding Groups button.
    Bidding_1.jpg
  4. Click the Add button.
    Bidding_2.jpg
  5. Complete the following fields:
    • Group name.
    • Employees.
    • Private.

    Helpful Hint

    Tick the private checkbox if you want to keep the bidding group private, i.e. only you can see it and use it.

  6. Click the Save button.
    Bidding_3.jpg
Creating a bidding shift
  1. Click the Rostering menu.
  2. Click on the shift panel that represents the day that needs a bidding shift created.
    Bidding_4.jpg
  3. In the Create Shift panel, click the Shift Bidding tick box.
  4. In the Create Shift panel complete the following fields:
    • From time.
    • To time.

    Helpful Hint

    Click the Add Break button to add a break in.

    • Break start.
    • Break end.

    Helpful Hint

    Click the Minus button to delete an added break.

    • Location.
    • Qualifications.

    Helpful Hint

    The Qualifications field will only appear if an admin has enabled qualifications.

    • Bidding employees.

    Helpful Hint

    You can select any created Bidding Groups from within the Bidding Employee drop menu. Refer to the Glossary of Shift Availability Terms for further information on what recommended and other employees means.

    • Work type.

    Helpful Hint

    The Work Type field will only appear if an admin has enabled work types.

    • Classification.

    Helpful Hint

    The Classification field will only appear if you have assigned the employee an employee agreement, which allows the selection of a higher classification.

    • Role.

    Helpful Hint

    The Role field will only appear if an admin has enabled shift roles.

    • Note.
  5. Click the Save button.

    Helpful Hint

    When you add multiple users in the employee’s field, this will automatically create the same shift for the selected employees.

    Important

    The Payroll platform does not cost bidding shifts and will display the shift cost as $0. This is because the platform assigns multiple employees to the shift, and only when an employee accepts the shift will the platform assign a cost to the shift.

    Bidding_5.jpg

Maintain

Editing a bidding group
  1. Click the Roster menu.
  2. Click the Roster Actions button.
  3. Click the Bidding Groups button.
    Bidding_1.jpg
  4. Click the Edit button.
    Bidding_6.jpg
  5. Make the required changes and click the Save button.
    Bidding_7.jpg
Editing a bidding shift

Important

You can only edit a bidding shift that has the status of unpublished.

  1. Click the Rostering menu button.
  2. Click on the bidding shift that needs editing.

    Helpful Hint

    The purple icon shows a bidding shift, and the number within the purple circle shows the number of assigned bidding employees.

    Bidding_8.jpg
  3. Make the required changes and click the Save button.
    Bidding_9.jpg
Deleting a bidding group
  1. Click the Roster menu.
  2. Click the Roster Actions button.
  3. Click the Bidding Groups button.
    Bidding_1.jpg
  4. Click the Delete button.
    Bidding_12.jpg
  5. Click the Delete button.
    Bidding_13.jpg
Deleting a bidding shift
  1. Click the Rostering menu button.
  2. Click on the bidding shift that needs deleting.
    Bidding_8.jpg
  3. Click the Delete this Shift button.
    Bidding_10.jpg
  4. Click the Delete button.
    Bidding_11.jpg

Further Information

Glossary of shift availability terms
Function Defination Logic
Recommended Employees The platform defines an employee as recommended, if they fulfil all the criteria of that shift.

Employee recommended shift criteria is:

  • Available for the shift on the selected day.
  • Employees are in the correct shift location.
Other Employees The platform defines an employee as other, if they only partially meet the criteria of that shift.

Other employee criteria:

  • Available for the shift on the selected day.
  • Outside the required shift location.
Was this article helpful?

Comments

0 comments

Article is closed for comments.