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 in the payroll platform has a Template feature that lets you create a shift that multiple employees can bid on and edit details such as start and end times, work types, and roles. 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
- Click the Roster menu.
- Click the Roster Actions button.
- Click the Roster Templates button.
- Click the Edit button.
- Click on the shift panel that represents the day that needs a bidding shift created.
- In the Create Shift panel, click the Shift Bidding tick box.
- 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.
- Click the Save button.
Helpful Hint
When you add multiple users in the resources 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.
Editing data
- Click the Roster menu.
- Click the Roster Actions button.
- Click the Roster Templates button.
- Click the Edit button.
- 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.
- Make the required changes and click the Save button.
Deleting data
- Click the Roster menu.
- Click the Roster Actions button.
- Click the Roster Templates button.
- Click the Edit button.
- Click on the bidding shift that needs deleting.
- Click the Delete this Shift Template button.
- Click the Delete button.
Further Information
| 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:
|
| Other Employees | The platform defines an employee as other, if they only partially meet the criteria for that shift. |
Other employee criteria:
|
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:
- How do I view my roster warnings | Payroll FAQ This FAQ answers a common user question we receive around how do I view any triggered roster warnings.
- Setup and manage rostering roles | Payroll Web Platform This feature allows you to create a roster group such as front of house serving staff that you can then assign to your employees when entering their shift details.
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