How do I use the Shift Bidding feature?

This guide walks you through creating, managing, and awarding bids for open shifts using the Shift Bidding feature on BookJane J360.

1. How to Create a Bid & View Bidding Windows

Steps:

1. Click the “Create Shift” or “Create Batch Shift” button.

2. Fill in the shift details:
   • Position Name
   • Shift Date
   • Shift Start & End Time
   • Unpaid Break Time
   • Shift Quantity
   • Optional: You can Edit Details to add notes for the shift if needed
      
3. Review the bidding window:
    
   • The bidding window is automatically determined based on how soon the shift is starting.
   • For shifts starting soon, the window is shorter; for shifts starting later, it is longer.
   • Window settings can be customized through BookJane settings with assistance from your Customer Success Manager

4. Confirm the bid.

5. Review the Shift Summary and click on “Submit”  to make the shift live for booking

2. How to Auto-Extend a Bid

Steps:

1. While creating a shift, “Auto-Extend Bid” option is enabled by default.
2. If no bids are placed within the initial bidding window, the system will automatically extend the bid.
3. Once a bid is received, the auto-extension stops, and the bid will close according to the standard process.
4. If you do not wish to give team members extra time to place bids if no one has yet bid on the shift, please turn off the toggle for auto-extend bid before posting the shift. 

3. How to Award a Bid

Select the winning bid and assign the shift to the appropriate team member, while reviewing their ranking and employment status.

Steps:

1. Go to the Dashboard and open the Recently Created Shifts tab
2. Filter Award Shift to see which shifts are ready to be awarded.
3. Select the bid you want to award.

4. Review the bidders’ ranking and employment status.

5. Click “Award” to assign the shift to the chosen team member.