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.

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

You can also assign tags from your iOS device and Android device.

Considerations

  • Tags are not visible to employees.
  • When a shift has tags assigned, an employee must be assigned all tags present in the shift to be eligible to take it.

Assign a tag to an employee

  1. Hover over Workplace, then select Employee Employees.

  2. Click Edit next to the employee you want to add tags to.
  3. Click Assignments.
  4. Click the Tags drop down and add the relevant tags to the employee.
  5. Click Save Employee to finish.

Assign a tag to a shift

You can assign tags to existing shifts, or when creating a new custom shift.

  1. Click Calendar Scheduler.

  2. Click Add to add a shift.
  3. Click Create Custom Shift.
  4. Click the Tags drop down and add the relevant tags to the shift.
  5. Click Save to finish.

Assign a tag to a shift template

You an assign tags to existing shift templates, or when creating a new shift template.

  1. Hover over Workplace, then select Shift Template Shift Templates.

  2. Click Edit next to the shift template you want to add tags to.
  3. Click the Tags drop down and add the relevant tags to the shift template.
  4. Click Save Shift Template to finish.
Updated on May 4, 2022

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