Manage bids

AI-generated summary

Genesys Cloud enables management of work plan bids to optimize staffing levels within business units. The Schedule Bids page provides functionality to view, add, copy, and delete bids, with each bid containing details such as bid window, effective date, and publication status. Users with appropriate permissions (Workforce Management > Work Plan Bid > View and Edit, and Workforce Management > Work Plan Bid Group > View and Edit) can access bid management features through the Admin interface under Workforce Management > Work Plan Configuration > Schedule Bids. New bids are created by providing required details on the Schedule Bids page, while existing bids can be duplicated and modified or removed if in draft or published status. The system supports single or multiple bid deletions through the Actions column interface, and allows selection of specific business units or management units to filter bid lists accordingly.

PrerequisitesClick to expand

Use the Schedule Bids page to view the list of bids that are created under a business unit. You can view the details of the bid window, effective date, status, whether published. You can edit, copy, or delete the bids. Click the options below to view the corresponding details.

Add a new bidClick to expand

Copy a bidClick to expand

Click Admin.
Under Workforce Management, click Work Plan Bids.
Click Admin > Workforce Management > Work Plan Configuration > Schedule Bids.
In the upper right corner, click the Business Unit or Management Unit list and select the business unit or management unit.
From the list of bids, corresponding to the bid, click the More icon.
Select Copy.
The copy of the bid is displayed. In the Schedule Bid configuration page, edit the details as required. For more information, see Add new work plan bid.

Edit a bidClick to expand

Click Admin > Workforce Management > Work Plan Configuration > Schedule Bids.
In the upper right corner, click the Business Unit or Management Unit list and select the business unit or management unit.
In the Schedule Bids list page, click the bid that you want to edit.

Notes:

You can edit all the sections in a bid only when it is in Draft status.
For a Schedule Bid, when the bid status is Scheduled, Open, or Closed, you cannot edit its effective date.

Delete a bidClick to expand

Click Admin.
Under Workforce Management, click Work Plan Bids.
Click Admin > Workforce Management > Work Plan Configuration > Schedule Bids.
In the upper right corner, click the Business Unit or Management Unit list and select the business unit or management unit.
In the Schedule Bids list page, you can delete single or multiple bids.
- To delete a single bid, perform the following steps:
  1. In the Actions column, click the More corresponding to the bid that you want to delete.
    Note: You can delete bids that are in Draft, Optimized, Scheduled, or Closed status only.
  2. Select Delete.
- To delete multiple bids, perform the following steps:
  1. Select the checkboxes for the applicable bids.
  2. From the upper right of the table, click Delete.

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