The task below shows an example of the necessary steps
to generate a roster type auction. Configuration requirements vary
across customers and industries. Use the steps below to obtain a general
idea of how to configure a roster type auction.
- Custom Roster View - A custom view
of the Roster is needed when targeting specific types of vacancies.
If you are targeting all vacancies, the default <vacancies> view
will suffice.
- Bidders List Plan - A list plan is required to
create the list of bidders. Required for both Queue and Preference
auctions.
- Win Order List Plan - A list plan is required
to process the win order for all Preference type auctions.
- Optional - Formula IDs maybe needed to change
the default position names.
- See Generate Field Descriptions topic for field definitions.
To configure a basic Roster type auction:
- Go t o Setup > Bidding > Auction
- Click Add to create a new auction.
- In the Auction screen, configure these fields:
- Name the auction.
- Enter the Effective Date.
- Select the Bidders List Plan from the Bidders drop-down.
- Select the Win Order List Plan from the Win Order drop-down if
this is a Preference auction. Skip this option for a Queue auction unless
instructed to select by an application expert.
- Select Queue or Preference from the Bid Method drop-down.
- Click Save.
- Go to the left panel of the Auction, and click Add
> Generate items...
The Generate Items properties window shows. The
screen shows only the required fields for the selected items.
- To start a basic roster auction, select the Award
Type: Roster. A red asterisk next to the field name denotes
a required field.
- Roster base settings are:
- Select Month from the Include Organization Levels drop-down.
- Enter the start date in From and the end date in Through to return
vacancies for the date range indicated.
| IMPORTANT |
| The Roster auction will show vacancies within
the date range indicated in the From and Through fields at this
moment in time. The Auction will not automatically update the auction
item tree and auto magically create new auction items should additional vacancies
exist after the Auction has been generated. To update the auction
tree with new vacancies, generate a new auction to return and show
the new vacancies. |
- Select the roster view from the Roster Limit drop-down
to return vacancies limited to this view and filters within. For
this task select the default view <vacancies>
- Select Just vacancies to limit the auction item generation
to only vacant positions. Select the check box if the Roster view
selected in Roster Limit contains a mix of vacancies and
positions.
- Click Save.
To apply a Formula ID and change the position
names, go to the Auction Items list and select one of the
auction items.
- Go to Select > Select All same level to select
only Child items. Doing so will exclude the Parent level
from the Formula ID.
- Select the desired Formula ID from the Formula
ID drop-down.
- Click Save to resolve the Formula IDs. The auction
items will display the new name.
To control the visibility of this Auction, go to the Parent level
of the auction tree.
- Select Is Visble in Visible Condition.
- Click Save.
To control which items are biddable for this Auction,
go to the Child level in the auction tree.
- Select a Child, or an auction item and then click Select
> Select all same level to select all applicable auction items.
- Select Is Biddable in Biddable Condition.
To apply the Bidding Plan and make this Auction
available in the Manage Bidding area, go to Setup > Bidding
> Plan.
- Click Add to create a new plan.
- Label the Plan. Assign this auction to the selected Bidding Plan.
Doing so will make this auction available in the Bidding area.
- Click Save.
