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a. Ballot Contract Details

Fields Name

Description

Content item status

There are four content item statuses: 'Draft', 'Published', 'Unpublished', and 'Published - unlisted'.

  • Only when the status changes to 'Published' will Client HR be able to view the ballot contract details in their B2B portal and create ballot event(s).

  • All other statuses will not show the ballot contract in the B2B portal.

Balloting Contract SKU*

Mandatory free-text field (Contract SKU)

Contract Validity Start Date*

Mandatory select date (Contract start date)

Contract validity end date*

Mandatory select date (Contract end date)

Account manager name

Free-text field - Account Manager or Business Unit staff's name

Account manager email address

Email address field - Account Manager or Business Unit staff's email address >> recipient of Winner Notification Email

Number of wins allowed per employee*

Mandatory numeric input field - this indicates the maximum number of times an employee can win per ballot contract, regardless of the number of bids they participate in.

Example: Organisation XYZ has two Ballot Contracts, 'A' and 'B'.

  • The number of wins permitted for 'A' is two, while for 'B', it is three.

  • As a result, an employee can win bids twice for Contract 'A' and three times for Contract 'B'.

  • This field will be locked and not editable when the contract status is 'Published.'

HR Approval Needed for Winner?

Check-box.

  • If checked, Client HR must approve the selected winners on the Ballot Details page of the B2B portal.

  • If unchecked, the system auto-approves the winner.

Days customer restricted from bidding after a win

Optional numeric input field - this field allows organizations to restrict employees from bidding on another ballot within the same contract for a certain number of days.

  • The winner can immediately bid on another ballot within the same contract if left blank.

  • If several days are set up for restriction, the winner can only bid on another ballot within the same contract after the restriction period has ended.

    • Example, Organization XYZ has two Ballot Contracts, 'A' and 'B'.

      • The restriction period for 'A' is 5 days, whereas 'B' is 2 days. Contract 'A' has three ballots (A1, A2, and A3), while contract 'B' has two (B1 and B2).

      • The winner (E1) of ballot A1 can only bid on ballot A2 after 5 days from winning.

      • However, the winner (E1) can bid on ballot B1 immediately because it is from a different contract.

      • This field will be locked and not editable when the contract status is 'Published.'

Description

Optional rich-text field – can enter free text or use HTML formatting to describe the contract (Optional free-text/HTML input field)

Client HR Name

Free-text field - Client HR's name

Client HR Email

Email address field - Client HR's email address >> recipient of multiple email notifications, such as New Contract Available and Approval Required of Winners Email