Manage bids

AI-generated summary

Genesys Cloud enables management of work plan bids to optimize staffing levels within business units through the Schedule Bids page in the Admin interface. Users with appropriate permissions (Workforce Management > Work Plan Bid > View and Edit, and Workforce Management > Work Plan Bid Group > View and Edit) can view, add, copy, and delete bids containing details such as bid window, effective date, and publication status. New bids are created directly on the Schedule Bids page by providing required information, while existing bids can be duplicated and modified through the copy function. Bid editing is fully available only when bids are in Draft status; when bids reach Scheduled, Open, or Closed status, the effective date cannot be modified. Changes to copied bids are made in the Schedule Bid configuration page. Bids can be deleted individually or in bulk through the Actions column interface when in Draft, Optimized, Scheduled, or Closed status. Single bids are removed by selecting the Delete option, while multiple bids are deleted by selecting applicable checkboxes and clicking Delete from the upper right of the table. The system allows filtering of bid lists by selecting specific business units or management units from dropdown menus in the upper right corner of the Schedule Bids page. All bid management operations are accessed through Admin > Workforce Management > Work Plan Configuration > Schedule Bids. The platform includes a feedback mechanism enabling users to report issues such as inaccurate or incomplete information, outdated content, or navigation difficulties, with users able to specify their role (Agent, Administrator, Developer/Engineer, Partner, Supervisor, or Support) when providing feedback. Related resources include articles on workforce management , schedule bids , adding new bids, navigating the schedule bids page, and creating bid groups, with community support available for users with additional questions

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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