PEC-WFM/Current/Supervisor/CfgTOBdg - Revision history

Umamaheswari.85: Published

2025-02-21T14:15:44Z

Published

Mhachey: Published

2020-10-13T18:08:26Z

Published

Mhachey: Published

2020-09-21T20:35:25Z

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Mhachey: Published

2020-09-21T19:50:27Z

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

2020-07-25T02:36:59Z

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

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

2020-07-15T11:48:53Z

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

Bgrenon: Published

2020-06-08T15:29:32Z

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{{Article
|Standalone=No
|DisplayName=Creating and Configuring Bidding Periods
|TocName=Creating and Configuring Bidding Periods
|Context=Enable agents to bid for time off within a specified period.
|ComingSoon=No
|Platform=PureEngage
|Role=Supervisor
|Application=Workforce Management
|Section={{Section
|alignment=Vertical
|structuredtext=Create time-off bidding periods to automate the processing of time-off requests from agents within specified sites who are working on specified multi-site activities (MSA). For more information, see {{Link-SomewhereInThisVersion|manual=Supervisor|topic=TOBdgPrds}}.

Use the procedures and information in this topic to {{Link-SomewhereInThisManual|topic=CfgTOBdg|anchor=CrtNwBP|display text=create}}, {{Link-SomewhereInThisManual|topic=CfgTOBdg|anchor=CpyAsscSts|display text=copy}}, {{Link-SomewhereInThisManual|topic=CfgTOBdg|anchor=DltgBP|display text=delete}}, and {{Link-SomewhereInThisManual|topic=CfgTOBdg|anchor=SspndBP|display text=suspend}} bidding periods.
|Status=No
}}{{Section
|sectionHeading=Creating bidding periods
|anchor=CrtNwBP
|alignment=Vertical
|structuredtext=To create and configure a bidding period:

#Select '''Configuration > Time-Off Bidding Periods'''.
#Select a site within a business unit and click '''New''' [[File: WM_851_icon-new.png]] . The '''Properties''' pane opens.
#Set the bidding period {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CfgTOBdg|anchor=BPPrpts|display text=Properties}}.
#{{Link-SomewhereInThisManual|topic=AsscStsBP|anchor=top|display text=Associate sites}} with this bidding period.
#Click '''Save Now''' [[File: WM_851_icon-save.png]] .

{{NoteFormat|You can create bidding periods for the same site that overlap within the Start date/time and End date/time, but the time period between the Opening date/time and Closing date/time must not overlap or intersect.|2}}
|Status=No
}}{{Section
|sectionHeading=Copying bidding periods
|anchor=CpyAsscSts
|alignment=Vertical
|structuredtext=If you want to create another bidding period, using the properties similar to an existing one, create a new bidding period by copying an existing one and then, make the necessary changes.

To copy a bidding period:

#Select a bidding period in the list and click '''Copy''' [[File: WM_851_icon_copy.png]] . The hierarchy of business units and sites within the enterprise is displayed.
#In the '''Name''' field, enter a name for this bidding period.
#Change the opening, processing, start, and end date/time settings, as necessary.
#Select the site(s) that you want to associate with this bidding period and click '''Save Now''' [[File: WM_851_icon-save.png]] .
|Status=No
}}{{Section
|sectionHeading=Deleting bidding periods
|anchor=DltgBP
|alignment=Vertical
|structuredtext=To delete a bidding period:

#In the '''Time-Off Bidding Periods''' pane, select the bidding period that you want to delete.
#Click '''Delete''' [[File: WM_851_icon-delete.png]] .
#When the '''Confirmation''' dialog opens, select '''Yes''' to delete the selected bidding period or '''No''' to cancel the action.
|Status=No
}}{{Section
|sectionHeading=Suspending bidding periods
|anchor=SspndBP
|alignment=Vertical
|structuredtext=You can temporarily suspend the bid assignment process for the bidding period by checking '''Do not process this bidding period''' check box in the {{Link-SomewhereInThisManual|topic=CfgTOBdg|anchor=DoNtPrcss|display text=Properties}} pane. When checked, time-off requests for the bidding period are not processed. When the check box is cleared, the bid processing resumes processing where it stopped.

If the current date and time is before the Processing Start date/time or past the End date/time, processing is not resumed.
|Status=No
}}{{Section
|sectionHeading=Bidding period properties
|anchor=BPPrpts
|alignment=Vertical
|structuredtext=When you create new bidding periods you must then configure the properties. It is important that you understand the impact of these settings on the bid assignment process, especially when setting the various date and time properties for multiple bidding periods.

===Properties Pane Controls===
{{{!}} class="wikitable"
{{!}}-
!Control
!Description
{{!}}-
{{!}}'''Name'''
{{!}}The name of the bidding period.
{{!}}-
{{!}}'''Multi-Site Activity''' [[File: WM_852_mlti-ste_edit-icon.png]]
{{!}}Opens a list of multi-site activities (MSA), enabling you to associate one with a time-off bidding period. After the MSA is associated with a bidding period, agents who can perform the MSA are able to bid for time-off within that bidding period.
{{!}}-
{{!}}'''Opening Date and Time'''
{{!}}The date and time that the bidding period rules begin to apply to the agent's time-off requests, and the process begins pooling the requests. Agents cannot submit requests for the bidding period before the Opening date/time. However, they can submit requests for any other bidding period configured for the same {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CfgTOBdg|anchor=SEDtsIntv|display text=interval}}, if it is submitted after the Opening date/time and before the Closing date/time.
{{!}}-
{{!}}'''Processing Start Date and Time'''
{{!}}The date and time that this bidding period will start process time-off requests.
{{!}}-
{{!}}{{AnchorDiv|PrcFnshDT}}'''Closing Date and Time'''
{{!}}The date and time that this bidding period will finish processing time-off requests. The bid assignment process runs multiple times between the Processing Start date/time and the Closing date/time, processing the time-off requests begin pooling on the Opening date/time.
{{!}}-
{{!}}{{AnchorDiv|SEDtsIntv}}'''Start date and time'''
{{!}}The date and time that this bidding period interval for time-off requests starts.
{{!}}-
{{!}}'''End date and time'''
{{!}}The date and time that this bidding period interval for time-off requests ends. The Start date/time and End date/time properties dictate the interval for time-off requests that are affected by the rules of this bidding period. When setting these dates/time, there are a couple of scenarios, of which you should be aware:

*'''Multiple bidding periods configured for the same interval'''—If you are configuring multiple bidding periods with the same Start dates/times and End dates/times, ensure that the interval between the Opening date/time and the Closing date/time do not intersect or overlap.
*'''Crossing boundaries of the interval'''—The dates of all concurrent time-off requests must be either inside or outside of the Start date/time and End date/time interval. If agents request time off for dates that cross the bidding period boundary, they must submit separate requests, with each request inside or outside of the Start date/time and End date/time interval. When agents submit cross-interval requests, WFM rejects them.
{{!}}-
{{!}}'''Time zone''' ''drop-down list''
{{!}}The time zone that will be used for the dates and times set for this bidding period. You can choose the business unit time zone, if desired.
{{!}}-
{{!}}{{AnchorDiv|AgtTmotPrp}}'''Allowed Agent Timeout'''
{{!}}When the agent is in '''Waiting''' status, the time interval (in hours and minutes) in which the agent will be allowed to change their time-off requests to comply with time-off limits. If the bid assignment process finds an agent whose time-off preferences it cannot grant, it waits for the time interval specified in this property before moving on to the next agent. However, if an agent is unavailable for the entire waiting period, the bid assignment process does not count the unavailable time. The available time is determined by the agent's schedule or if the schedule is not available, his/her Contract.
{{!}}-
{{!}}{{AnchorDiv|Step9}}'''Maximum number of weeks that can be requested'''
{{!}}The maximum number of weeks that the agent can request for the entire bidding period within multiple requests.
{{!}}-
{{!}}'''Maximum number of days that can be requested'''
{{!}}The maximum number of days that the agent can request for the entire bidding period within multiple requests.
{{!}}-
{{!}}'''Maximum number of hours that can be requested'''
{{!}}The maximum number of hours that the agent can request for the entire bidding period within multiple requests. The default value is <tt>0</tt> for the '''Maximum number of ''<weeks, days, hours>'' that can be requested''', indicating that this constraint is not observed for this bidding period. Only time-off requests made after the bidding period opening date/time are counted against the '''Maximum number of ''<weeks, days, hours>'' settings.'''
{{!}}-
{{!}}'''Minimum consecutive days'''
{{!}}The minimum number of consecutive days that the agent can include in a single request. The default value is <tt>0</tt> for this property, indicating that this constraint is not observed for this bidding period. This property defines the required number of combined day-off and time-off requests for a single request. If agents have days off defined by their Contract, granted Calendar days off, or Rotating Pattern days off, then they are counted in the Minimum consecutive days parameter. In other words, agents do not have to request time off for known days off.
{{!}}-
{{!}}'''Allow full-day time-off requests only''' ''check box''
{{!}}When checked, agents can request only full-day time off (cannot request part-day time off).
{{!}}-
{{!}}'''Criteria''' ''radio buttons''
{{!}}The 4 available priorities for this bidding period; '''Rank''', '''Seniority''', '''Seniority and Rank''', or '''First come, first serve'''. Requests will be granted, declined, or wait-listed, based on the selected priority. {{AnchorDiv|SrtFinFout}}If the sorting criteria is set to '''First come, first serve''', the timestamp is taken from the last date/time that the agent changed his/her bidding status to '''Ready''', (not the date/time that the request was submitted).
{{!}}-
{{!}}{{AnchorDiv|DoNtPrcss}}'''Do not process this time-off bidding period. (It will be automatically checked by system after it was processed) ''' ''check box''
{{!}}Enables you to {{Link-SomewhereInThisManual|topic=CfgTOBdg|anchor=SspndBP|display text=suspend}} the bid assignment process if, for any reason, you need to temporarily suspend it, or if you do not want the bidding period to be processed for any reason. Be sure to save the '''Properties''' settings if you check this box for an existing bidding period.
{{!}}-
{{!}}'''Message to agents'''
{{!}}Enables you to add any message that you feel is relevant to the agent about this bidding period.
{{!}}}
|Status=No
}}{{Section
|sectionHeading=Using previous versions of Web for Supervisors
|anchor=WebforSupervisorsViewsinPreviousVersions
|alignment=Vertical
|structuredtext=If you are using a version of Web for Supervisors earlier than 8.5.203 in your environment, the Time-Off Bidding views displayed in the interface will more closely match the procedures below. The only other topic on this page applicable to versions prior to 8.5.203, is {{Link-SomewhereInThisManual|topic=CfgTOBdg|anchor=DltgBP|display text=Deleting Bidding Periods}}.

===Configuring Time-Off Bidding Periods===
To configure a bidding period:

#In the '''Configuration''' module, select '''Configuration > Time-Off Bidding Periods'''.
#Select a site within a business unit and click '''New''' [[File: WM_851_icon-new.png]] .
#;The '''Time-Off Bidding Period Properties''' pane opens.
#Enter the bidding period parameters in the following fields:
#*'''Name'''—Enter a name for the bidding period.
#*'''Processing date and time'''—Enter the date and time that the requests within this bidding period will be processed.
#*'''Start date and time'''—Enter the date and time that this bidding period starts.
#*'''End date and time'''—Enter the date and time that this bidding period ends.
#From the drop-down list, select a Time zone. (You can choose the business unit time zone, if desired.)
#Enter a value for the '''Minimum days per request'''.
#Select one of four priorities for this bidding period; '''Rank''', '''Seniority''', '''Seniority and Rank''', or '''First come, first serve'''. Requests will be granted, declined, or wait-listed, based on the priority.
#Check the '''Do not process this time-off bidding period. (It will be automatically checked by system after it was processed) ''' check box if you do not want the bidding period to be processed for any reason.
#In the '''Message to agents''' field, add any message that you feel is relevant to this bidding period.
#{{Link-SomewhereInThisManual|topic=AsscStsBP|anchor=top|display text=Associate sites}} with this bidding period.
#Click '''Save Now''' [[File: WM_851_icon-save.png]] .

{{NoteFormat|When saving bidding periods, if the dates for any two periods for the same site overlap, WFM displays an error message.|2}}

===Copying a Bidding Period===
To copy a bidding period and change the sites associated with it:

#Select a bidding period in the list and click '''Copy''' [[File: WM_851_icon_copy.png]] . The hierarchy of business units and sites within the enterprise is displayed.
#In the '''Name''' field, enter a name for this bidding period.
#Select the site that you want to associate with this bidding period and click '''Save Now''' [[File: WM_851_icon-save.png]] .
|Status=No
}}
}}

← Older revision		Revision as of 18:08, October 13, 2020
Line 147:		Line 147:
	*'''Skipped'''—Supervisors can manually set this status at any time, indicating that bid assignment process should not consider the agent's requests. WFM ignores the agent's requests during the bid assignment process.		*'''Skipped'''—Supervisors can manually set this status at any time, indicating that bid assignment process should not consider the agent's requests. WFM ignores the agent's requests during the bid assignment process.

		+	{{AnchorDiv\|WtgPrcTmOt}}
	The following statuses are set by the bid assignment process; neither supervisors nor agents can set them:		The following statuses are set by the bid assignment process; neither supervisors nor agents can set them:

@@ Line 22: / Line 22: @@
 #Select a site within a business unit and click '''New''' [[File: WM_851_icon-new.png]] .<br>  The '''Properties''' pane opens.
 #Set the bidding period {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CfgTOBdg|anchor=BPPrpts|display text=Properties}}.
-#{{Link-SomewhereInThisManual|topic=AsscStsBP|anchor=top|display text=Associate sites}} with this bidding period.
+#{{Link-SomewhereInThisVersion|manual=Supervisor|topic=CfgTOBdg|anchor=AsscStsBP|display text=Associate sites}} with this bidding period.
 #Click '''Save Now''' [[File: WM_851_icon-save.png]] .
@@ Line 58: / Line 58: @@
 |structuredtext=When you create new bidding periods you must then configure the properties. It is important that you understand the impact of these settings on the bid assignment process, especially when setting the various date and time properties for multiple bidding periods.
-===Properties Pane Controls===
+===Properties controls===
 {{{!}} class="wikitable"
 {{!}}-
@@ Line 129: / Line 130: @@
 Information about agent statuses is displayed in the following columns:
-*'''Actions''' [[File: WM_852_nw_actns-clmn.png|link=]]&mdash;Clicking this icon opens the agent's {{Link-SomewhereInThisManual|topic=ChngAgntStus|anchor=ActnsTODtls|display text=time-off details}} in a separate window.
+*'''Actions''' [[File: WM_852_nw_actns-clmn.png|link=]]&mdash;Clicking this icon opens the agent's {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CfgTOBdg|anchor=ActnsTODtls|display text=time-off details}} in a separate window.
 *'''Order'''&mdash;Indicates the agent's place in the bid assignment processing queue.
 *'''Agents'''&mdash;The agent's first and last name.
-*'''Status'''&mdash;The agent's status; {{Link-SomewhereInThisManual|topic=ChngAgntStus|anchor=Entrg|display text=Entering}}, {{Link-SomewhereInThisManual|topic=ChngAgntStus|anchor=Skppd|display text=Skipped}}, {{Link-SomewhereInThisManual|topic=ChngAgntStus|anchor=RdySts|display text=Ready}},  {{Link-SomewhereInThisManual|topic=ChngAgntStus|anchor=WtgSts|display text=Waiting}}, {{Link-SomewhereInThisManual|topic=ChngAgntStus|anchor=Prcssd|display text=Processed}}, or {{Link-SomewhereInThisManual|topic=ChngAgntStus|anchor=TmOut|display text=Timed Out}}.
+*'''Status'''&mdash;The agent's status; '''Entering''', '''Skipped''', '''Ready''', '''Waiting''', '''Processed''', or '''Timed Out'''. See {{Link-SomewhereInThisVersion|manual=Supervisor|topic=CfgTOBdg|anchor=ChgAgtStus|display text=How statuses affect requests}}.
 *'''Modified'''&mdash;The date and time that the agent's current status was changed.
 *'''Waiting End Date'''&mdash;The date that waiting period ends for this agent's request changes, and when the bid assignment moves on to the next agent in the queue.
@@ Line 139: / Line 140: @@
 {{AnchorDiv|StusBdAsgn}}
-=== How statuses affect request processing ===
+===How statuses affect requests===
 The agent's status determines when and how their time-off requests are processed for bid assignment. For example, these statuses can be selected in the Status drop-down list:
@@ Line 160: / Line 161: @@
 #Click the '''Status''' tab.
-#In the '''Status''' column (of the agent whose status you want to change), click the drop-down list to select '''Entering''', '''Ready''','''Processed''', or '''Skipped'''.
+#In the '''Status''' column (of the agent whose status you want to change), click the drop-down list to select '''Entering''', '''Ready''', '''Processed''', or '''Skipped'''.
 #Click '''Save'''  [[File: WM_851_icon-save.png|link=]] .
 #;The '''Modified''' column displays the date and time of the change.
@@ Line 166: / Line 167: @@
 {{AnchorDiv|ActnsTODtls}}
 ===Viewing agents' time-off details===
 #Click the '''Status''' tab.
 #Find the agent whose details you want to view and in the first column, click '''Actions''' [[File: WM_852_nw_actns-clmn.png|link=]] .
@@ Line 178: / Line 180: @@
 *A table containing detailed information in the following columns: '''Date''', '''Item''', '''Start Time''', '''End Time''', '''Paid Hours''', '''Status Requested''', '''Status Actual'''
 *A '''Sort''' [[File: WM_852_sort-icon.png|link=]] icon, enabling you to sort by date, item, start time, end time, paid hours, status requested, or status actual.
 |Status=No
 }}
 }}

@@ Line 105: / Line 105: @@
 {{!}}-
 {{!}}'''Minimum consecutive days'''
-{{!}}The minimum number of consecutive days that the agent can include in a single request.<br><br>  The default value is <tt>0</tt> for this property, indicating that this constraint is not observed for this bidding period.<br><br>  This property defines the required number of combined day-off and time-off requests for a single request. If agents have days off defined by their Contract, granted Calendar days off, or Rotating Pattern days off, then they are counted in the Minimum consecutive days parameter. In other words, agents do not have to request time off for known days off.
+{{!}}The minimum number of consecutive days that the agent can include in a single request.<br><br>  This property defines the required number of combined day-off and time-off requests for a single request. If agents have days off defined by their Contract, granted Calendar days off, or Rotating Pattern days off, then they are counted in the Minimum consecutive days parameter. In other words, agents do not have to request time off for known days off.
 {{!}}-
 {{!}}'''Allow full-day time-off requests only''' ''check box''

@@ Line 5: / Line 5: @@
 |Context=Enable agents to bid for time off within a specified period.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Supervisor
 |Application=Workforce Management

PEC-WFM/Current/Supervisor/CfgTOBdg - Revision history

Umamaheswari.85: Published

Mhachey: Published

Mhachey: Published

Mhachey: Published

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

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

Bgrenon: Published

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

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