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Shift Bidding

The Shift Bidding feature enhances the rostering experience allowing you to offer staff the option to show interest in working the selected shifts by "bidding" on auctioned shifts. Further streamline the experience with AutoRoster, letting Microkeeper automatically suggest a roster allocation based on employee expertise, costs, availability and more. 

Navigate

Menu > Rosters > Roster Calendar




Creating an Open Shift

To open a shift for bidding, the shift must be set as Open under the Allocation area.

allocation-set-as-open

The Convert tool can be used to quickly convert Rostered Shifts to a specific status of Allocation.

  Auction > Convert

convert-tool-blank-to-open




Creating an Auction

Open shifts can be auctioned to staff for shift bidding or they can be automatically assigned to eligible staff with AutoRoster.

shift-set-as-open-allocation

Auctions can be created using the Auction Tool.

  Auction > Create

Select the Date Range of Rostered Shifts to Auction.

date-range-for-auction

Select an Automated auction for AutoRoster or a Staff Bidding auction for Shift Bidding.

type-of-auction-selection

Choose the notification options to notify staff of a roster auction if Staff Bidding has been selected.

notification-options-auction-selection

Select to either create the auction Live Now, or Live Later at a specified date. 

set auction live date


Simulate and confirming the Auction

After all settings are configured, click the Simulate button to review and confirm the Auction details.

simulation-of-auction

Staff can be selected or deselected for the Auction within the Eligible Bids section.

selection-staff-for-auction

Ineligible Bids can show the staff members who are locked from participating in the Auction. 

Confirm the Auction by clicking Create.




Reviewing an Auction

The progress of an Auction can be reviewed at anytime.

Open the Auction Review Tool to review the progress of an Auction.

  Auction > Review 

reviewing-an-auction




Assign Staff to an Auction

Staff who have bid on an Auction can be selected to be assigned to an Auctioned Shift.

Open the Auction Assign Tool to assign staff to Auctioned Shifts.

  Auction > Assign 

Staff can be assigned to Auction Shifts manually or by using the Auto Roster Suggestion feature.


Automatic Roster Suggestion

Microkeeper can automatically build a roster suggestion based on preset parameters. The selected parameters will impact the staff assigned to the open shifts.

Bidding Pool Priority

Protected Hours

Selected hours before and after a staff members shift can be protected from being auto assigned

Approved Weekly Overtime

Select the number of acceptable Overtime hours in a week for staff members.


Manual Staff Assign

Click the switch staff button to select a specific staff member to work the selected shift.

manually-selecting-staff-for-auction-shift

Once you have confirmed the assignment for your shifts, click Assign Staff to finish the assignment process.