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.

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

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

  • 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.

Add a tag

  1. From the When I Work Staff Scheduling app, tap More icon More in the bottom-right corner of the screen.
  2. Tap Tags.tags menu
  3. Tap Add.add tag
  4. Type a name for your tag, then tap Save to finish.

Edit a tag

  1. From the When I Work Staff Scheduling app, tap More icon More in the bottom-right corner of the screen.
  2. Tap Tags.tags menu
  3. Tap the tag you want to edit, then tap Edit.
  4. Make your edit, then tap Save to finish.

Delete a tag

  1. From the When I Work Staff Scheduling app, tap More icon More in the bottom-right corner of the screen.
  2. Tap Tags.tags menu
  3. Tap the tag you want to delete, then tap Delete Tag.delete tag
  4. Tap Delete Tag, then tap Delete to confirm the deletion.delete tag final
Updated on October 18, 2021

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