Create Shift Bid Requests
Updated
Sprinklr WFM’s Shift Bidding functionality empowers agents to actively participate in the scheduling process, enhancing work-life balance and job satisfaction. Agents can select their preferred shifts, making the entire scheduling process more inclusive.
Agent's Shift Bidding Record Manager
To navigate to the agent's Shift Bidding record manager, select Shift Bids from the Left Pane to open the Shift Bidding page.
The Shift Bidding page is divided into two sections, Active and Inactive, which you can switch between using the toggle at the top of the page.
Active: Displays all Shift Bids that are currently published. These records are sorted based on the bidding date range.
Inactive: Displays Shift Bids that were previously published and for which agents have already submitted their bidding preferences, but were later unpublished for any reason.
Available Columns
The following columns are available on the agent's Shift Bidding record manager:
Column Name | Description |
Name | The name of the Shift Bid. |
Status | The current state of the Shift Bid. |
Bidding Date Range | The date range during which agents can submit their Shift Bidding preferences. |
Schedule Time Range | The date range covered by the schedule associated with the Shift Bid. |
Shift Bidding Published Date | The date on which the Shift Bidding configuration was published. |
Submit Shift Bid Requests
Follow these steps to submit Shift Bid requests:
Navigate to the agent's Shift Bidding record manager and switch to the Active tab.
Click the Bid/View button corresponding to the Shift Bid for which you want to submit your preferences. This opens the page with weekly shift patterns for all eligible weeks.
Rearrange the available Shift Patterns by selecting and holding the six‑dot handle next to each pattern.
Each weekly pattern is numbered.
A lower number indicates a higher priority.
Note: You can arrange weekly patterns only after the bidding period has started and is open. Before then, you can view the weekly patterns but cannot reorder them.
Click Save after arranging the weekly shift patterns according to your preference.
Note: Agents cannot update or place the bids again once the Shift Bid request is submitted, unless it is sent back for resubmission.
Receiving Notifications
You will receive platform notifications when the Shift Bid is published or unpublished.
During the bidding period, agents receive a notification when the bidding period is about to end and if they would like to place the bids or make changes to drafted bids.
You will receive a notification if the supervisor has asked to resubmit the Shift Bid. In this case, follow the process to submit Shift Bid request again.
This completes the process of creating Shift Bid requests.