{"id":2877,"date":"2025-03-28T15:13:42","date_gmt":"2025-03-28T15:13:42","guid":{"rendered":"\/enterprise\/?post_type=ht_kb&#038;p=2877"},"modified":"2025-03-28T15:13:46","modified_gmt":"2025-03-28T15:13:46","slug":"bid-line-creation","status":"publish","type":"ht_kb","link":"\/enterprise\/knowledge-base\/bid-line-creation\/","title":{"rendered":"Bid Line Creation"},"content":{"rendered":"\n<p>\n  Bid Lines are schedule templates that employees are added to.  These templates can be basic where the same schedule repeats week to week or complex where it is made up of a multiple week sequence that then repeats.\n<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Log into Synerion Enterprise.<br><\/li>\n\n\n\n<li>Click on the Scheduling tab.<br><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1268\" height=\"43\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-1.png\" alt=\"\" class=\"wp-image-2878\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-1.png 1268w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-1-300x10.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-1-1024x35.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-1-768x26.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-1-50x2.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-1-60x2.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-1-100x3.png 100w\" sizes=\"auto, (max-width: 1268px) 100vw, 1268px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>3. Click Bid Line Management<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1350\" height=\"219\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-2.png\" alt=\"\" class=\"wp-image-2880\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-2.png 1350w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-2-300x49.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-2-1024x166.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-2-768x125.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-2-50x8.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-2-60x10.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-2-100x16.png 100w\" sizes=\"auto, (max-width: 1350px) 100vw, 1350px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>4. Click the New button.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1235\" height=\"192\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-3.png\" alt=\"\" class=\"wp-image-2882\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-3.png 1235w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-3-300x47.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-3-1024x159.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-3-768x119.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-3-50x8.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-3-60x9.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-3-100x16.png 100w\" sizes=\"auto, (max-width: 1235px) 100vw, 1235px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Note:<\/strong> Clicking on the \n  <img loading=\"lazy\" decoding=\"async\" width=\"37\" height=\"35\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-4.png\" class=\"wp-image-2884\">\n   button minimizes the menu panel on the left.\n<\/p>\n\n\n\n<p>5. Give the Bid Line a name.  The name should be descriptive so you will know what the days\/hours are from the title alone.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"729\" height=\"129\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-5.png\" alt=\"\" class=\"wp-image-2886\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-5.png 729w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-5-300x53.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-5-50x9.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-5-60x11.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-5-100x18.png 100w\" sizes=\"auto, (max-width: 729px) 100vw, 729px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>6. Enter the number of weeks in the rotation.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"707\" height=\"186\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-6.png\" alt=\"\" class=\"wp-image-2888\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-6.png 707w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-6-300x79.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-6-50x13.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-6-60x16.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-6-100x26.png 100w\" sizes=\"auto, (max-width: 707px) 100vw, 707px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>7. Bid Lines can be tied to a specific combination of Organizational Hierarchy levels or it can be available to all combinations.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<p>\n  If you want the Bid Line to apply to everything click Yes in the \u201cThis bid line applies to all departments\u201d section.\n<\/p>\n\n\n\n<p>\n  If you want the Bid Line to apply to a specific combination of Organizational Hierarchy levels click No in the \u201cThis bid line applies to all departments\u201d section and select the appropriate Organizational Hierarchy levels.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"710\" height=\"463\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-7.png\" alt=\"\" class=\"wp-image-2890\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-7.png 710w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-7-300x196.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-7-50x33.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-7-60x39.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-7-100x65.png 100w\" sizes=\"auto, (max-width: 710px) 100vw, 710px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>8. Double click on the first day in the schedule.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<p><strong>Note:<\/strong> The system will automatically use the current week when creating a new Bid Line and as a result you won\u2019t be able to assign any employees to the Bid Line prior to the first day in the current week.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1082\" height=\"582\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-8.png\" alt=\"\" class=\"wp-image-2892\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-8.png 1082w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-8-300x161.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-8-1024x551.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-8-768x413.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-8-50x27.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-8-60x32.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-8-100x54.png 100w\" sizes=\"auto, (max-width: 1082px) 100vw, 1082px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>9. Enter the start and end times using either the Shift drop-down or Assignment Hours section if the shift times you\u2019re looking for don\u2019t appear in the Shift drop-down list.  Click OK when finished.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"898\" height=\"428\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-9.png\" alt=\"\" class=\"wp-image-2894\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-9.png 898w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-9-300x143.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-9-768x366.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-9-50x24.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-9-60x29.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-9-100x48.png 100w\" sizes=\"auto, (max-width: 898px) 100vw, 898px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>10. Repeat Step 9 until all days\/weeks in the schedule are entered.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1079\" height=\"580\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-10.png\" alt=\"\" class=\"wp-image-2896\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-10.png 1079w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-10-300x161.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-10-1024x550.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-10-768x413.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-10-50x27.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-10-60x32.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-10-100x54.png 100w\" sizes=\"auto, (max-width: 1079px) 100vw, 1079px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>11. Click Save<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"229\" height=\"46\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-11.png\" alt=\"\" class=\"wp-image-2898\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-11.png 229w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-11-50x10.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-11-60x12.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2025\/03\/word-image-2877-11-100x20.png 100w\" sizes=\"auto, (max-width: 229px) 100vw, 229px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><a id=\"post-2877-EndOfDoc\"><\/a>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bid Lines are schedule templates that employees are added to. These templates can be basic where the same schedule repeats week to week or complex where it is made up of a multiple week sequence that then repeats. 3. Click Bid Line Management 4. Click the New button. Note: Clicking&#8230;<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[29],"ht-kb-tag":[56],"class_list":["post-2877","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-scheduling","ht_kb_tag-enterprise"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb\/2877","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/comments?post=2877"}],"version-history":[{"count":1,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb\/2877\/revisions"}],"predecessor-version":[{"id":2900,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb\/2877\/revisions\/2900"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/media?parent=2877"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb-category?post=2877"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb-tag?post=2877"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}