Overview

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

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 on your Computer and Android device.

Considerations

• You must have supervisor, manager or admin level access to assign a tag.

• 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 existing shift

1. From the When I Work Staff Scheduling app, tap  Scheduler at the bottom of the screen.
2. Tap the shift you want to add tags to, then tap Edit.
3. Tap Add Tags.
4. Select the relevant tags for the shift, then tap Done.
5. Tap Save to finish, then tap Save again to confirm.

Assign a tag to a new shift

1. From the When I Work Staff Scheduling app, tap  Scheduler at the bottom of the screen.
2. Tap  in the top-right corner of the screen.
   • 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.
3. Tap Add Tags.
4. Select the relevant tags for the shift, then tap Done.
5. When you’re finished setting up the shift, tap Save 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 user, tap Save.
   • If you want to make the shift visible and notify the assigned user based on their alert preferences, tap Save & Publish.