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

Manage your organisations shift bidding | Payroll Web Platform

Jimmy
Updated

As an organisation, you may base your staffing hours on a rostering platform 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 important areas such as managing and supporting their employees.

The Rostering module has a Shift Bidding feature that lets you create a shift that multiple employees can bid on. You can include start and end times, work types, classifications, and roles. You can also change these details if necessary. 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:   Essentials   Standard   Premium

Getting started

Creating a bidding group
  1. Log into your Employment Hero Payroll platform.
  2. Click the Roster menu.
  3. Click the Roster Actions button.
  4. Click the Bidding Groups button.
    Bidding_1.jpg
  5. Click the Add button.
    Bidding_2.jpg
  6. 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.

  7. Click the Save button.
    Bidding_3.jpg
Creating a bidding shift
  1. Log into your Employment Hero Payroll platform.
  2. Click the Rostering menu.
  3. Click on the shift panel that represents the day that needs a bidding shift created.
    Bidding_4.jpg
  4. In the Create Shift panel, click the Shift Bidding tick box.
  5. 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.

    • Role.

    Helpful Hint

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

    • Note.
  6. 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

Editing data

Editing a bidding group
  1. Log into your Employment Hero Payroll platform.
  2. Click the Roster menu.
  3. Click the Roster Actions button.
  4. Click the Bidding Groups button.
    Bidding_1.jpg
  5. Click the Edit button.
    Bidding_6.jpg
  6. 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. Log into your Employment Hero Payroll platform.
  2. Click the Rostering menu button.
  3. 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
  4. Make the required changes and click the Save button.
    Bidding_9.jpg

Deleting data

Deleting a bidding group
  1. Log into your Employment Hero Payroll platform.
  2. Click the Roster menu.
  3. Click the Roster Actions button.
  4. Click the Bidding Groups button.
    Bidding_1.jpg
  5. Click the Delete button.
    Bidding_12.jpg
  6. Click the Delete button.
    Bidding_13.jpg
Deleting a bidding shift
  1. Log into your Employment Hero Payroll platform.
  2. Click the Rostering menu button.
  3. Click on the bidding shift that needs deleting.
    Bidding_8.jpg
  4. Click the Delete this Shift button.
    Bidding_10.jpg
  5. Click the Delete button.
    Bidding_11.jpg

Further Information

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

Other employee criteria:

  • Available for the shift on the selected day.
  • Outside the required shift location.

Author recommended

So you have now managed your shift bidding and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

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