Creating and Managing Tags

From your

Applies to , ,

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.

Shift RequirementLifeguard
PositionLifeguard
TagsN/A
Shift RequirementLifeguard, CPR
PositionLifeguard
TagsCPR
Shift RequirementLifeguard, CPR, Solo
PositionLifeguard
TagsCPR, Solo
Shift Requirement Position Tags
Lifeguard Lifeguard N/A
Lifeguard, CPR Lifeguard CPR
Lifeguard, CPR, Solo Lifeguard CPR, Solo
Qualifications

In order for an employee to be qualified for a shift with tags, they must be eligible to work the position and be assigned all of the tags associated with the shift.

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

Considerations

  • You must have supervisor, manager or account holder 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 on the shift to be eligible to take it.
  • Tags can be created and assigned on web only.

  • Auto scheduling does not take tags into account.

Add a tag

  1. Hover over Workplace, then select Tags.

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

Update a tag

  1. Hover over Workplace, then select Tags.

  2. Click Edit next to the tag you want to edit.
  3. Make your edit, then click Save Tag to finish.Edit tag dialog

Delete a tag

  1. Hover over Workplace, then select Tags.

  2. Click Delete.
  3. Click Delete Tag to confirm the deletion.Delete tag dialog
Updated on September 10, 2020

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