Overview

Tags provide a way to define custom shift qualifications that cannot be easily captured by position alone. Think of tags like additional eligibility requirements that you can layer on top of positions.

For example, tags can capture requirements like:

• Certifications

• Preferred status

• Tenure/seniority

• Skill subsets not reflected in the position

• Degree

• Geographic location

Example

The following is just one example of how tags can work alongside shifts to designate extra requirements.

Once you’ve created your tags, you can assign those tags to users, shifts, and shift templates in any combination to ensure that shifts are matched to the correct users.

You can also create and manage tags on your iOS device and Android device.

Considerations

• You must have supervisor, manager or admin access privileges to create 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.

Add a tag

1. Hover over , then select Tags.

   
2. Click Add.
3. Type a name for your tag, then click Add to finish.

Update a tag

1. Hover over , then select Tags.

2. Click that corresponds with the tag you want to edit.
3. Make your edit, then click Save to finish.

Delete a tag

1. Hover over , then select Tags.

2. Click .
3. Click Delete to confirm the deletion.

Search tags

Use the left sidebar to search for specific tags.

1. Click the search bar.
2. Type the name of the tag you want to find. The list is filtered to your search criteria automatically.