In version 4.8.16 of Humanforce web, a new data source for Shift Bids and Offers was added to Workforce Analytics. This allows managers to review and create dashboards on shifts sent out as offers and bids.
Built-in Dashboard
After upgrading to version 4.8.16+, when you go to the Workforce Analytics Page, you will see a new built-in dashboard using the Shift Bids and Offers data source.
This built-in dashboard is a grid showing all columns for the data source.
The buttons in the top right can be used to Export this data to Excel or you can use the Parameters button to filter the list by date, Location, Department, Role, or Status.
Note: If no data loads when you initially open the built-in report, check your parameters
to ensure you are not too restrictive with your filters.
Creating a new dashboard
Rather than use the built-in report, you can create your own dashboards using the Shift Bids and Offers data source. This will allow you to customise the grid with only the columns you want or to slice the data into charts and pivot tables to better analyse your bid and offer activity.
To do this, switch to Edit Mode (if you do not have this option, talk to your administrator about getting access).
From Edit Mode, click the Menu button on the left side:
And select to create a new dashboard.
Give your dashboard a name and select the Shift Bids and Offers data source before clicking Create.
From here you can follow the generic Workforce Analytics articles to create your dashboard.
Available Fields
The Shift Bids and Offers data source includes:
- Basic data about the shifts offered/up for bidding such as date, time, Location, Department, Role, etc.
- Shift Confirmation Status (e.g. Offered, Accepted)
- Shift Published information such as Published Date and Published By
- Bid/Offer Status (e.g. Bid, Offered, Declined, Withdrawn, Accepted, Unsuccessful)
- Bid/Offer Time and Response Time
- The employee the shift was offered to or who bid
- The manager that offered the shift or actioned the bid
Below table contains all the fields in the report and the description of their contents as of v6.0.19 Feb 2024, after some fields were added.
The below table includes details when bids are submitted via Shift Bidding and offered/assigned via Bid Manager. It does not fully cover the behaviour when offering shifts via the 'Fill Shift' process in Rostering.
Field | Content description |
Shift Employee Code | Employee code of bidder who has been offered or assigned the shift - only populated once shift is offered or assigned via Bid Manager |
Shift Employee | Firstname/Lastname of bidder who has been offered or assigned the shift - only populated once shift is offered or assigned via Bid Manager |
Shift Date | Date of shift being bid on. |
Shift Start Time |
Shift Start - date and time. Matches current roster start time. |
Shift End Time |
Shift End - date and time. Matches current roster end time. |
Shift Break Time |
Shift Break - date and time (may be blank). Matches current roster shift break time. |
Shift Break Length |
Shift Break - length in mins (0 where no break assigned). Matches current roster shift break length. |
Shift Location |
Location assigned to shift being bid on. Matches current roster shift Location. |
Shift Department |
Department assigned to shift being bid on. Matches current roster shift Department. |
Shift Role |
Role assigned to shift being bid on. Matches current roster shift Role. |
Shift Area |
Area assigned to shift being bid on (may be blank). Matches current roster shift Area. |
Shift Event |
Event assigned to shift being bid on (may be blank). Matches current roster shift Event. |
Shift Function |
Function assigned to shift being bid on (may be blank). Matches current roster shift Function. |
Shift Type | Shift Type assigned to shift being bid on. Matches current roster Shift Type. |
Shift Period |
Shift Period assigned to shift being bid on. Matches current roster Shift Period. |
Shift Definition | Shift Definition assigned to shift being bid on (may be blank). Matches current roster Shift Period. |
Shift Confirmation Status |
The status of the shift being bid on at each stage:
All bid records in the report for each specific shift will share the same Shift Confirmation Status as this is the status of the shift, not the status of the bid.
|
Shift Published Date | Date the shift being bid on was published. |
Shift Published by Code | Employee Code of user who published the shift being bid on. |
Shift Published By | Firstname/Lastname of user who published the shift being bid on. |
Shift Last Edit | Date/time of the last edit of the shift - irrespective of what was changed. |
Shift Last Edited By | Firstname/Lastname of user who last edited the shift - irrespective of what was changed. |
Bid\Offer Status |
Status of the bid.
|
Bid Time |
Date/time the bid was submitted. |
Bid\Offer Time |
Initially displays the date/time the shift was published. |
Bid\Offer Response Time |
Initially displays the date/time the bid was submitted. |
Offered Time |
Displays the date/time of when the status of the shift became 'Offered’. |
Bid\Offer Employee Code |
Employee code of bidder. Does not change when offered/assigned to another employee. |
Bid\Offer Employee | Firstname/Lastname of bidder. Does not change when offered/assigned to another employee. |
Bid\Offer Start Time |
Start date/time of shift at time of offer. |
Bid\Offer End Time |
End date/time of shift at time of offer. |
Bid\Offer Break Time |
Break date/time of shift at time of offer. |
Bid\Offer Break Length |
Break duration (mins) of shift at time of offer. |
Bid\Offer Location |
Location of shift at time of offer. |
Bid\Offer Department |
Department of shift at time of offer. |
Bid\Offer Role |
Role of shift at time of offer. |
Bid\Offer Area |
Area of shift at time of offer. |
Bid\Offer Event |
Event of shift at time of offer. |
Bid\Offer Function |
Function of shift at time of offer. |
Bid\Offer Period |
Period of shift at time of offer. |
Bid\Offer Manager Code | Employee Code of user who offered/assigned the shift |
Bid\Offer Manager | Firstname/Lastname of user who offered/assigned the shift |
Bid\Offer Deleted |
Indicates if the shift has yet been offered or assigned.
So when bids are submitted by Employee A and Employee B, is set to false for both records. |