PEC-WFM/Current/Agent/SBO - Revision history

Mary.hachey@genesys.com: Published

2021-04-23T16:00:40Z

Published

Mary.hachey@genesys.com: Published

2020-12-04T19:11:00Z

Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:37:42Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:46:30Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Mhachey: Published

2020-06-12T14:01:04Z

Published

Jerickso: Published

2020-06-10T19:19:13Z

Published

Jerickso: Published

2020-06-10T19:18:04Z

Published

Bgrenon: Published

2020-06-08T14:20:06Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Bidding
|TocName=Bidding
|Context=View and {{Link-SomewhereInThisManual|topic=SBO|anchor=BdgSchd|display text=bid on schedules}} in bidding scenarios and rank the priority of your bids.
|ComingSoon=No
|Platform=PureEngage
|Role=Agent
|Application=Workforce Management
|Section={{Section
|alignment=Vertical
|structuredtext=The '''Bidding''' views are accessible from the menu bar only if your supervisor configured schedule bidding or overtime bidding at your site. If bidding is configured, but there are no schedule scenarios or overtime offers listed, then there are none currently open for bidding.

You can also bid for time-off, see {{Link-SomewhereInThisManual|topic=VwBdPrds|anchor=top|display text=Time-off bidding}}.
|Status=No
}}{{Section
|sectionHeading=Bidding on schedules
|anchor=BdgSchd
|alignment=Vertical
|structuredtext=You can access scenarios only during the schedule bidding period (the period in which the bidding scenario is open for bidding).
Click '''Scenarios''' to open a list of scenarios available for bidding. Open a scenario to view schedules and assign bids. Each row in this view displays one bidding scenario and information about each scenario is presented in these columns:

*'''Scenario name'''—The name of a bidding scenario.
*'''Bidding end time'''—The date and time that bidding for the scenario ends.
*'''Days remaining'''—The number of remaining days until bidding closes for the scenario.
*'''Start date'''—The effective start date for this schedule.
*'''End date'''—The effective end date for this schedule.

The effective start and end date are in your timezone.
|Status=No
}}{{Section
|sectionHeading=Opening schedule bidding scenarios
|anchor=OpnScn
|alignment=Horizontal
|Media=Image
|image=WM_852_nw_bidding_scnario.png
|structuredtext=To open and view a bidding scenario:

#In the menu bar, click '''Bidding''' > '''Scenarios'''.
#In the '''Scenario name''' column, hover your mouse over a scenario and click the link to open it.
#;The schedules available for bidding are displayed in a grid.
|structuredtextwide=You can perform the following tasks in the scenario's schedule grid:

*{{Link-SomewhereInThisManual|topic=VwSchdScn|anchor=BdSchGrd|display text=View}} available schedules in a grid and {{Link-SomewhereInThisManual|topic=VwSchdScn|anchor=ExpdGrd|display text=expand}} it to see more details. You might want to do this before entering and ranking your bids.
*{{Link-SomewhereInThisManual|topic=VwSchdScn|anchor=SrtBds|display text=Sort}} or {{Link-SomewhereInThisManual|topic=VwSchdScn|anchor=FltrBds|display text=Filter}} the view of available shifts.
*{{Link-SomewhereInThisManual|topic=SBO|anchor=EntRnkBds|display text=Bid on and rank}} schedules by numbering them.
|Status=No
}}{{Section
|sectionHeading=Entering and ranking schedule bids
|anchor=EntRnkBds
|alignment=Horizontal
|Media=Image
|image=WM_852_nw_rnking_bids.png
|structuredtext=To enter and rank bids, you add your selected schedules to one of two lists: '''Desired''' and '''Unwanted'''. If you select multiple schedules for either of these two lists, you'll notice that each bid is numbered (ranked) in the order that you select them. For example, if you select 3 schedules for the Desired list, your first selection is ranked 1, your second selection is ranked 2, and so on. Your selections for the Unwanted list work the same way, except the ranking appears in square brackets. For example, [1], [2], and so on.

{{NoteFormat|Before deciding to bid on a schedule, find out how to view the schedule details and how to sort and filter the schedules grid, to best suit your needs. See {{Link-SomewhereInThisManual|topic=VwSchdScn|anchor=top|display text=Viewing schedules in the scenario}}.|2}}
|structuredtextwide=You can enter and rank your bids for available schedules in two ways:

*Using the add/remove buttons:
*#Select a check box to select the schedule on the same line.
*#Click '''Add to Desired''' or '''Add to Unwanted''' to add the selected schedule to the corresponding list.
*#Click '''Remove''' to remove the selected schedule from either list.

*Using the Actions drop-down list:
*#In the '''Actions''' column, click [[File: WM_852_nw_actns-clmn.png|link=]].
*#Using the drop-down list, add this schedule to your desired or unwanted list, or remove it from either list.

After entering your bids, you might change your mind about the schedules you marked as Desired or Unwanted, or you might want to change the ranking for one or both of these lists. To do this, use the procedures in {{Link-SomewhereInThisManual|topic=MngTOR|anchor=top|display text=Managing your bid assignments}}.
|Status=No
}}
}}

@@ Line 52: / Line 52: @@
 |Media=Image
 |image=WM_852_nw_rnking_bids.png
-|structuredtext=To enter and rank bids, you add your selected schedules to one of two lists: '''Desired''' and '''Unwanted'''. If you select multiple schedules for either of these two lists, you'll notice that each bid is numbered (ranked) in the order that you select them. For example, if you select 3 schedules for the Desired list, your first selection is ranked 1, your second selection is ranked 2, and so on. Your selections for the Unwanted list work the same way, except the ranking appears in square brackets. For example, [1], [2], and so on.
+|structuredtext=To enter and rank bids, you add your selected schedules to one of two lists: '''Desired''' and '''Unwanted'''. If you select multiple schedules for either of these two lists, you'll notice that each bid is numbered (ranked) in the order that you select them. For example, if you select 3 schedules for the Desired list, your first selection is ranked 1, your second selection is ranked 2, and so on, based on the first in, first out rule.
 |structuredtextwide={{NoteFormat|Before deciding to bid on a schedule, find out how to view the schedule details and how to sort and filter the schedules grid, to best suit your needs. See {{Link-SomewhereInThisManual|topic=VwSchdScn|anchor=top|display text=Viewing schedules in the scenario}}.|2}}

@@ Line 8: / Line 8: @@
 |Role=Agent
 |Application=Workforce Management
 |Section={{Section
 |alignment=Vertical
-|Media=
+|structuredtext=The '''Bidding''' views are accessible from the menu bar only if your supervisor has configured {{Link-SomewhereInThisVersion|manual=Agent|topic=SBO|anchor=BdgSchd|display text=schedule bidding}} or {{Link-SomewhereInThisVersion|manual=Agent|topic=OTBdg|display text=overtime bidding}} at your site. If bidding is configured, but there are no schedule scenarios or overtime offers listed, then there are none currently open for bidding.
 You can also bid for time-off, see {{Link-SomewhereInThisManual|topic=VwBdPrds|anchor=top|display text=Time-off bidding}}.
 |Status=No
 }}{{Section
@@ Line 25: / Line 18: @@
 |anchor=BdgSchd
 |alignment=Vertical
 |structuredtext=You can access scenarios only during the schedule bidding period (the period in which the bidding scenario is open for bidding).
 Click '''Scenarios''' to open a list of scenarios available for bidding. Open a scenario to view schedules and assign bids. Each row in this view displays one bidding scenario and information about each scenario is presented in these columns:
@@ Line 37: / Line 28: @@
 The effective start and end date are in your timezone.
 |Status=No
 }}{{Section
@@ Line 56: / Line 45: @@
 *{{Link-SomewhereInThisManual|topic=VwSchdScn|anchor=SrtBds|display text=Sort}} or {{Link-SomewhereInThisManual|topic=VwSchdScn|anchor=FltrBds|display text=Filter}} the view of available shifts.
 *{{Link-SomewhereInThisManual|topic=SBO|anchor=EntRnkBds|display text=Bid on and rank}} schedules by numbering them.
 |Status=No
 }}{{Section
@@ Line 79: / Line 67: @@
 After entering your bids, you might change your mind about the schedules you marked as Desired or Unwanted, or you might want to change the ranking for one or both of these lists. To do this, use the procedures in {{Link-SomewhereInThisManual|topic=MngTOR|anchor=top|display text=Managing your bid assignments}}.
 |Status=No
 }}
 }}

@@ Line 5: / Line 5: @@
 |Context=View and {{Link-SomewhereInThisManual|topic=SBO|anchor=BdgSchd|display text=bid on schedules}} in bidding scenarios and rank the priority of your bids.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Agent
 |Application=Workforce Management

@@ Line 3: / Line 3: @@
 |DisplayName=Bidding
 |TocName=Bidding
-|Context=View and {{Link-SomewhereInThisManual|topic=SBO|anchor=BdgSchd|display text=bid on schedules}} in bidding scenarios and rank the priority of your bids.l
+|Context=View and {{Link-SomewhereInThisManual|topic=SBO|anchor=BdgSchd|display text=bid on schedules}} in bidding scenarios and rank the priority of your bids.
 |ComingSoon=No
 |Platform=PureEngage

PEC-WFM/Current/Agent/SBO - Revision history

Mary.hachey@genesys.com: Published

Mary.hachey@genesys.com: Published

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Mhachey: Published

Jerickso: Published

Jerickso: Published

Bgrenon: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"