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Switch on shift bidding

Updated

Available for the following plans: Premium, Platinum, Unlimited Available for the following user access level: Admin    

Managers and admins can create open shifts for employees to bid on. You can also establish shift bidding cut-off times and send automated notification reminders to your team.

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 Schedule submenu, click on Scheduling Management.
  3. Click on the Gear icon (Settings) button.
  4. Click on the Shift Settings headeing and then switch the toggle to the right on Enable open shifts.
  5. Scroll down and 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 scheduling system that uses cost centres. If you use worksites and positions scheduling, 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 Schedule submenu, click on Scheduling Management.
  4. Click on the 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 Schedule submenu, click on Scheduling Management.
  3. Choose the day on which you wish to create an open shift by clicking on the plus sign.
  4. To create an open shift, add the following details:
    • Shift start time (local time at the worksite)
    • Shift end time (local time at the worksite)
    • Break times (set in line with your province's employment standards)
    • Location
    • Certification (optional)
    • Employee - you must select This is an open shift
    • Bidding employees and groups
    • Notes (optional)
  5. 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 schedule in Employment Hero Work, and you will see the employee assigned for the shift in Scheduling Management.

Helpful Hint

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

Helpful Hint

Canada spans several time zones. If the open shift is at a worksite in a different province from your own, check that the start and end times reflect that worksite's local time before you save.

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