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  • 1.  Bidding Configuration

    Posted 10-22-2014 15:35
    Is it possible to get the following shifts to work together under 1 contract for bidding without using rotating patterns: 5 - 8 hr, 4 - 10 hr, 4 - 9 hr and a 4 hr? We want to let WFM provide the most flexible schedules it can using these shifts and for the agents to be able to bid on all schedules. From what we can tell this requires the shifts to all be under 1 contract and all agents to be assigned to that contract.

    We have been able to get the 8 and 10 hrs shifts to work together under 1 contract; however, when we try to add the 9 and 4 hr shifts WFM starts combining them all into 1 schedule. (For example it will give 2 – 10 hr days, 2 – 8 hr days and 1 – 4 hr day). We can get all 4 to work together if we put the 8 and 10 hour shifts under 1 contract and the 9 and 4 hour shifts under another contract; however, the agents would not be able to bid on all possible schedules.  
     


  • 2.  RE: Bidding Configuration

    Posted 11-07-2014 23:02
    Kimberly,

    I believe we might have spoken about this on the phone yesterday, but for the sake of everyone else here on the forums, let me repost what we discussed.

    You can absoultely have 1 contract that can produce/support those three different weekly schedule options:  8x5, 4x10, 4x9+1x4.  However, this requires you to make sure that the Shift rules are defined in such a way that those are the ONLY configurations that could be created by Builder for that Contract.
    This is best done through the utilization of the Distribution parameter of the Shift rule.
    Firstly, we need to make sure that the Contract in question is configured so that the Minium Daily is 4, the Max Daily is 10, and both the Min Weekly and Max Weekly are set to 40. The Min days per week should be 4 and the Max days per week should be 5.
    Secondly, we need to make sure thatn there are 4 Shift Rules associated with that Contract:  a 4 hour rule, an 8 hour rule, a 9 hour rule, and a 10 hour rule with each being restricted to being exactly 4, 8, 9, or 10 hours respectively.
    Thirdly, we need to make sure that the Distribution parameter for each Shift Rule is defined to allow no more or less than the desired number of days per week that shift can be allowed: 4 for the 10 hour rule, 4 for the 9 hour rule, 5 for the 8 hour rule, and 1 for the 4 hour rule.  These need to be set per week.  This will force the Builder to only be able to create 4x10, 5x8, or 4x9+1x4.

    I also recommend that the hours (AM/PM) the Shift can be used is left wide open, with the Earliest Start being when you open and the Latest End be when you close.

    Does this answer your question?

    -TT