Difference between revisions of "PEC-WFM/Current/Agent/HwBdWrks"
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|DisplayName=How bidding works | |DisplayName=How bidding works | ||
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|TocName=How bidding works | |TocName=How bidding works | ||
| + | |Context=View information about how time-off bidding works and what happens when you recall a bid that falls within the bidding period. | ||
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|Platform=PureEngage | |Platform=PureEngage | ||
| − | | | + | |Role=Agent |
| − | | | + | |Application=Workforce Management |
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|Section={{Section | |Section={{Section | ||
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|alignment=Vertical | |alignment=Vertical | ||
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|structuredtext=When time-off (vacation) bidding is enabled and you submit time-off requests with dates that fall within a bidding period, they are not processed right away. Instead, WFM delays granting the time-off requests until the processing date. On that date WFM grants all time-off requests from the bidding period, based on seniority and/or rank. Time-off requests that are not granted are processed, based on their submission order, if there are available slots in time-off limits. | |structuredtext=When time-off (vacation) bidding is enabled and you submit time-off requests with dates that fall within a bidding period, they are not processed right away. Instead, WFM delays granting the time-off requests until the processing date. On that date WFM grants all time-off requests from the bidding period, based on seniority and/or rank. Time-off requests that are not granted are processed, based on their submission order, if there are available slots in time-off limits. | ||
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After WFM processes your time-off requests and you return to the '''Time Off''' views, you will see all of the days for which you requested time off. In the {{Link-SomewhereInThisManual|topic=TOO|anchor=ToClndr|display text=Calendar}} view, click a specific day to see the request details, including its status (for example, whether or not the request has been granted). You can do this for any time-off request; not just the time-off requests that fall within a bidding period. | After WFM processes your time-off requests and you return to the '''Time Off''' views, you will see all of the days for which you requested time off. In the {{Link-SomewhereInThisManual|topic=TOO|anchor=ToClndr|display text=Calendar}} view, click a specific day to see the request details, including its status (for example, whether or not the request has been granted). You can do this for any time-off request; not just the time-off requests that fall within a bidding period. | ||
| + | |structuredtextwide= | ||
| + | |FAQHeading= | ||
|Status=No | |Status=No | ||
}}{{Section | }}{{Section | ||
|sectionHeading=Editing time-off items during bidding | |sectionHeading=Editing time-off items during bidding | ||
| − | | | + | |anchor=Editingtime-offitemsduringbidding |
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|alignment=Vertical | |alignment=Vertical | ||
| − | |structuredtext=Be aware, when you recall any time-off item in a batch that WFM performs the action on all of the items that were submitted in that batch, considering it one request. | + | |Media= |
| − | | | + | |image= |
| + | |structuredtext=Be aware, when you recall any time-off item in a batch that WFM performs the action on all of the items that were submitted in that batch, considering it to be one request. | ||
| + | |structuredtextwide= | ||
| + | |FAQHeading= | ||
|Status=No | |Status=No | ||
}}{{Section | }}{{Section | ||
|sectionHeading=Time-off balances | |sectionHeading=Time-off balances | ||
| − | | | + | |anchor=Time-offbalances |
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|alignment=Vertical | |alignment=Vertical | ||
| + | |Media= | ||
| + | |image= | ||
|structuredtext=Time-off requests that are created and granted when the time-off bidding feature is enabled, appear as regular time-off items and impact your time-off balances for that specific time-off type. | |structuredtext=Time-off requests that are created and granted when the time-off bidding feature is enabled, appear as regular time-off items and impact your time-off balances for that specific time-off type. | ||
| − | | | + | |structuredtextwide= |
| + | |FAQHeading= | ||
|Status=No | |Status=No | ||
}} | }} | ||
}} | }} | ||
Revision as of 13:26, June 12, 2020
View information about how time-off bidding works and what happens when you recall a bid that falls within the bidding period.
When time-off (vacation) bidding is enabled and you submit time-off requests with dates that fall within a bidding period, they are not processed right away. Instead, WFM delays granting the time-off requests until the processing date. On that date WFM grants all time-off requests from the bidding period, based on seniority and/or rank. Time-off requests that are not granted are processed, based on their submission order, if there are available slots in time-off limits.
When you submit time-off requests that fall into a bidding period, you will see a warning dialog informing you that the submitted request falls into the bidding period. If you select Proceed, the time-off request is submitted for later processing.
Time-off requests that are wait-listed are processed at a later time, based on the configured time-off limit or restriction, and are no longer processed on a first-come, first-served basis.
After submitting your time-off requests with dates that fall within a bidding period, you will change the bidding period status to Ready in the Time-Off Bidding Period dialog.
After WFM processes your time-off requests and you return to the Time Off views, you will see all of the days for which you requested time off. In the Calendar view, click a specific day to see the request details, including its status (for example, whether or not the request has been granted). You can do this for any time-off request; not just the time-off requests that fall within a bidding period.
Editing time-off items during bidding
Be aware, when you recall any time-off item in a batch that WFM performs the action on all of the items that were submitted in that batch, considering it to be one request.
Time-off balances
Time-off requests that are created and granted when the time-off bidding feature is enabled, appear as regular time-off items and impact your time-off balances for that specific time-off type.