Generate a Position Auction Example

The task below shows an example of the necessary steps to generate a position type auction. Configuration requirements vary across customers and industries. Use the steps below to obtain a general idea of how to configure a position type auction.

To configure a basic position type auction:

  1. Go t o Setup > Bidding > Auction
  2. Click Add to create a new auction.
  3. In the Auction screen, configure these fields:
    • Name the auction.
    • Enter the Effective Date.
    • Select the Bidders List Plan from the Bidders drop-down.
    • If this is a Preference auction select the Winners List Plan from the Win Order drop-down. Skip this option for a Queue auction unless instructed to select a list plan by an application expert.
    • Select Preference or Queue from the Bid Method drop-down.
    • Click Save.
  4. Go to the left pane of the Auction and click Add > Generate items...

    The Generate Items properties window appears. The dialog displays required fields for the selected items only.



  5. To start a basic position auction, select the Award Type > Position. A red asterisk next to the field name denotes a required field.

IMPORTANT
For this task, populate the fields indicated below only. Use the Include Additional Properties menu box to enable the settings if needed.

  1. Position base settings are:
    • Select Station, or an equivalent organization level from the Include Organization Levels drop-down.
    • Enter the start date of the assignment in From. For this example leave the default setting as is.
    • Enter the end date of the assignment in Through. For this example leave the default setting as is. Best Practice: Leave the Through field blank and allow the Bidding module to determine the end date based on the From date supplied for the next auction.
    • Select the Shift or Shifts for this Auction in Limit Shift. If blank, the auction displays all of the shifts. Select one of the applicable shifts to limit the amount of data within this test example.
      Note: <Best Practice> Create an auction for each shift separately. Doing so will show one auction in the Bidding area for each shift. If multiple shifts are selected the Auction will show all of the shifts contained - but only the appropriate shift will enable for the logged in user.
    • Select Shift Positions Only.
    • 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.

  1. Go to Select > Select All same level to select only Child items. Doing so will exclude the Parentlevel from the Formula ID.

  2. Select the applicable Formula ID from the drop-down.

  3. Click Save to resolve the Formula IDs. The auction items display the new name.

To control the visibility of this Auction, go to the Parent level of the auction tree.

  1. Enter PERSONHASSHIFT in Visible Condition.
  2. Click Save.

To control which items are biddable for this Auction. Go to the Child level in the auction tree.

  1. Select a Child or an auction item, then click Select > Select all same level to select all applicable auction items.
  2. This application will auto populate by default the applicable job title and corresponding Unique Identifier in Biddable Condition.

To apply the Bidding Plan and make this Auction available in the Manage Bidding area, go to Setup > Bidding > Plan:

  1. Click Add to create a new plan.
  2. Label the plan and assign this auction to the selected Bidding Plan. Doing so will make this auction available in the Bidding area.
  3. Click Save.

The Auction becomes available in the Bidding area. Click the Manage link to navigate to the applicable auction. Go the bidders list pane. Click the icon that looks like a gear and select Create bidders list to view the bidders for this auction. Depending on your settings, you may need to click the Auction button and select Open auction.

Parent topic: Setup Bidding