Create a filing rule for shift bidding requests

A filing rule specifies when shift bidding Feature in WFM that allows employees to submit requests (bids) for selected shift assignments. requests must be submitted for auctions in an organization (and optionally the sub-organizations).

After a rule has been created for an organization, you can copy it to another organization to save time. The copy to organization becomes an owner organization of the rule too (as if the rule was created by the organization).

Procedure 

1. Go to Organization Management Module in WFO that allows administrators to set up different hierarchies to manage users from a single, unified, Web interface.. Under Request Management, select Filing Rules.

2. In the left pane, click an organization.

3. Click Create New Rule.

4. Click Shift Bidding.

5. In the Filing Rules workspace Area within an application window where the user interacts with the program., complete the settings.

6. Click Save.

Related topics 

Shift bidding request filing rule settings

Recommended workflow: Set up shift bidding requests