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Workforce Management
a year ago

New Functionality - Assign function in Bid Manager

We are excited to introduce our new employee assign function within Bid Manager, which will fast-track your ability to roster selected employees.


🔥 What’s New? 

The ‘Assign’ function allows a user to directly assign - rather than just offer - a shift to an employee who bid for it. Unlike with the ‘Offer’ process, the employee will not need to accept the shift for it to be assigned & confirmed. 

This does not replace the Offer process, which is still available. It is simply an alternative which can be used where required. 

  

⭐️ Why it matters 

This 'Assign' function effectively bypasses the entire Offer process, meaning managers can more quickly fill vacant shifts with employees who have expressed a desire to work that shift. 

This means you can fill shifts faster, lock in desired employee shifts instantly and spend less admin time finalising rosters.  

  

🏁 Getting Started   

For managers requiring access to use the Assign function in Bid Manager: 

  1. Go to Admin > Security Config >Access Levels 
  2. For the relevant Access Level, click Edit 
  3. Open the Permissions tab 
  4. Enter View Bid in the filter search box and press enter 
  5. Expand the View Bid Manager Page parent permission and tick Allow Assign 
  6. Click Apply Changes. 

 

For customers who only require the ‘Assign’ feature, a System Setting controls if both Offer and Assign are accessible or if only Assign is available (permission dependent). 

For more information about Offering vs Assigning in Bid Manager, see this Help article