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Shift Bid / Sign-On
This article applies to members who wish to sign-on to a shift or bid on a shift as well as Schedulers/Administrators who accept shift bids.
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About Shift Bid / Sign-On
The process for shift bid / sign-on will vary depending on the settings within your organization’s eSchedule account.
- The shift bid feature allows a member the ability to submit a pick-up request for any open shift on the schedule. The member is only able to bid on shifts/positions that they are cleared to work (based on the position clearances set in their member profile).
- The shift sign-on feature is only available if your organization does not have shift bid turned on. This allows members the ability to sign themselves directly onto a shift without requiring approval.
- We also offer a ‘hybrid’ option that mixes shift sign-on with shift bid. For example, if a member wishes to sign-on to a shift and doing so will not place their total number of scheduled hours over 40 for the pay week, then the system will allow them to sign-on. If, however, the additional shift will place them over 40 hours, it will default to a shift bid requiring approval by a Scheduler/Administrator.
Signing On to a Shift (Member)
Assumes shift bid is turned off or hybrid shift sign-on is used.
- Locate the open shift on the schedule (or use Schedule > Open Shifts).
- Click on the shift you wish to sign-on to. Only shifts for which you’re ‘cleared’ to work will be clickable on the schedule.
- In the pop-up window, you can elect to alter your sign-on time (if your organization allows for partial shift sign-on).
- Click “Sign-on”.
At this point, you will be added to the schedule and you’ll receive an e-mail confirmation. Depending on the settings for your organization, Schedulers/Administrators will be notified via e-mail as well.
Submitting a Shift Bid (Member)
- Locate the open shift on the schedule (or use Schedule > Open Shifts).
- Click on the shift you wish to bid on. Only shifts for which you’re ‘cleared’ to work will be clickable on the schedule.
- In the pop-up window, you can elect to alter your bid time (if your organization allows for partial shift bid). Comments can be entered which can be viewed by a Scheduler/Administrator.
- Click “Bid”.
- Depending on the settings for your organization, Schedulers/Administrators will be notified via e-mail.
- The bid will now appear on the “Schedule > My Bids” screen.
- In the event a Scheduler/Administrator approves or rejects your bid, you will be notified via e-mail and/or text (assuming shift bid notifications are turned on within your member profile).
Canceling a Shift Bid (Member)
- Navigate to “Schedule > My Bids”.
- In the row that contains the shift bid you wish to cancel, click “Go”.
- Depending on the settings for your organization, Schedulers/Administrators will be notified via e-mail.
- The status of the bid will change from “pending” to “canceled”.
Accepting/Rejecting a Shift Bid (for Schedulers/Administrators)
- Navigate to “Schedule > My Bids”.
- In the row that contains the shift bid you wish to work with, choose “accept” or “reject” in the pull-down. You can enter comments which will be sent back to the member.
- Click “Go”.
- If multiple bids were submitted for the same shift, eSchedule will allow you to reject multiple other bids while accepting one.
- At this point, all involved members will be notified via e-mail and/or text (assuming shift bid notifications are turned on within their member profiles).
- The schedule automatically gets updated with the approved shift bid.