Generate a Work Code Auction Example

The task below shows an example of the necessary steps to generate a work code type auction. Configuration requirements vary across customers and industries. Use the steps below to obtain a general idea of how to configure a work code type auction.
  • 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. Required for a Preference auction.
  • Win Order List Plan - are required for a work code type auction.
  • See Generate Field Descriptions topic for field definitions.

To configure a basic work code 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 Win Order 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 Queue or Preference.

    • Click Save.

  4. Go to the left pane of the Auction and click Add > Generate items...

    The Generate Items properties window shows only the required fields for the selected items.

  5. To start a basic work code auction, select the Award Type: Work Code. A red asterisk next to the field name denotes a required field. For this task, populate the fields indicated below only:

    • In Work Code, select the work code that will be placed on the person’s calendar to indicate the time-off; for example, Vacation.

    • In Shifts, select the shift or shifts applicable to this auction. For this auction example, select one shift to keep the list of auction items relatively small.

    • In From, enter the start date of the first auction item available to all users across multiple shifts. Do not enter the start of the shift, this is the start of the entire auction across applicable shifts. The Bidding module will automatically determine the exact ‘working’ day and present auction items applicable to the logged in user based on the shift or shifts selected, the effective date, and the user’s personal information...

    • In Through, enter the last date of the auction. Do not enter the end of the shift, this is the end of the entire auction. TIP: For testing, use a small window of dates, such as 90 days to quickly build the auction, fine tune, and tweak the auction before generating the entire auction.

    • In Target days what days in cycle, select Shift days only.

    • In Group Shift Pattern, select Calendar Days.

    • Click Save.

To apply a Formula ID and make the dates human consumable, 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 enter: PERSONHASSHIFT.
  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 Condition from the menu box, and enter: PERSONSHIFTWORKING to show auction items relevant to the bidder’s shift, including time-off already on the calendar.
  3. Click Save.

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 is 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 in the right pane and select Open auction.

Parent topic: Setup Bidding