Assigning Tags

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Applies to , ,

Overview

Assign tags to employees, shifts, and shift templates in any combination to ensure that shifts are matched to the correct employees.

You can also assign tags on your computer and iOS device.

If you have not created any tags and want to learn more about Tags, check out Creating and Managing Tags.

Considerations

  • You must have supervisor, manager or account holder access privileges to assign a tag.
  • Tags are not visible to employees.
  • When a shift has tags assigned, an employee must be assigned all tags present on the shift to be eligible to take it.
  • Tags can be created on web only.

 Assign a tag to an existing shift

  1. From the When I Work Scheduling app, tap Menu button in the top-left corner of the screen.
  2. Tap Calendar Schedule.
  3. Tap the shift you want to add tags to then tap Pencil button.
  4. Tap Add Tags, then select the relevant tags for the shift.
  5. When you’re finished adding tags, tap Checkmark in the top-right corner of the screen to save the shift.
  6. Tap Save to save the shift when the confirmation prompt appears.

Assign a tag to a new shift

  1. From the When I Work Scheduling app, tap Menu button in the top-left corner of the screen.
  2. Tap Calendar Schedule.
  3. Tap More button, then tap Create Shift.
    • If you want to add a one-off shift, tap Custom Shift.
    • If you want to add a shift you frequently schedule, tap one of your shift templates. If you haven’t added shift templates for shifts that regularly occur, create a shift template.
  4. Tap Add Tags, then select the relevant tags for the shift.
  5. When you’re finished adding tags, tap Checkmark in the top-right corner of the screen to save the shift.
  6. When you’re finished setting up the shift, then tap Checkmark in the top-right corner of the screen to save the shift.
    A confirmation prompt appears.

    • If you want to save the shift without making it visible to the employee, tap Save.
    • If you want to make the shift visible and notify the assigned employee based on their alert preferences, tap Save & Publish.
Updated on December 9, 2020

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