Generate a Roster Auction Example

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 - this view is needed if you are targeting specific types of vacancies. If you are targeting all vacancies, the default <vacancies> view may suffice.
  • Bidders List Plan - to create the list of bidders. Required for both Queue and Preference auctions.
  • Win Order List Plan - to process the win order for all Preference type auctions.
  • Optional - Formula IDs to change the default position names.
  • See Generate Field Descriptions topic for field definitions.

To configure a basic roster 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:

    • In Name, label the auction.

    • Enter the Effective Date.

    • In Bidders, select the Bidders List Plan.

    • In Win Order, select the Winners List Plan if this is a Preference auction. Skip this option for a Queue auction unless instructed to select by a Kronos application expert.

    • In Bid Method, select Preference or Queue.

    • Click Save.

  4. Go to the left pane 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.

  5. To start a basic roster auction, select the Award Type: Roster. A red asterisk next to the field name denotes a required field.
  6. Roster base settings are:

    • In Include Organization Levels, select Month.

    • In From and Through, enter the start date and end date in the corresponding fields 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.

    • In Roster Limit, select the roster view to return vacancies limited to the view and filters within. For this task select the default view <vacancies>.

    • In Just vacancies select to limit the auction item generation to only vacant positions. Select the check box if the Roster view selected in Roster Limitcontains 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.

  1. Go to Select > Select All same level to select only Child items. Doing so will exclude the Parent level from the Formula ID.
  2. In the Formula ID menu box, select in the applicable Formula ID.

  1. Click Saveto resolve the Formula IDs. The auction items will display the new name.

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

  1. In Visible Condition, select Is Visble.
  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. In Biddable Condition, select Is Biddable.

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.
Parent topic: Setup Bidding