Shift Tags Settings

Purpose: The Shift Tags feature in Time & Attendance allows organisations to categorise and identify shifts with specific labels or tags. These tags provide quick insights into the nature or requirements of a shift and help streamline reporting, rostering, and communication.

Key Features

• Customisable Tags:

  • Create tags tailored to organisational needs (e.g., ‘Community Access,’ ‘Night Shift,’ ‘Transport Required’).

  • Use colors and emojis for better visual identification.

• Streamlined Shift Management:

  • Apply tags to shifts during creation or editing for better organisation.

• Enhanced Reporting:

  • Use tags for filtering shifts in reports and analysing patterns or trends.

How to Configure Shift Tags

Accessing Shift Tags Settings:

• Navigate to Time & Attendance > Settings from the side navigation menu.

• Select Shift Tags.

Step-by-Step Instructions

• Create a New Shift Tag:

  • Select Create.

  • Enter the following details:

    • Tag Name: Provide a clear and descriptive name (e.g., ‘Overtime Shift’).

    • Color: Choose a color for the tag to help visually differentiate it from others.

    • Emoji (Optional): Add an emoji for additional visual clarity (e.g., 🏊 for aquatic therapy shifts).

  • Select Save.

• Assign Tags to Shifts:

  • Navigate to the relevant roster or shift.

  • Select Edit Shift.

  • Choose the appropriate tag from the list.

  • Save the shift with the tag applied.

• Edit an Existing Shift Tag:

  • Locate the shift tag in the list.

  • Select Edit.

  • Update the tag name, color, or emoji as needed.

  • Select Save.

• Delete a Shift Tag:

  • Locate the shift tag in the list.

  • Select Delete.

  • Confirm the deletion and select Save.

• Automatically Apply Tags:

  • Optionally, configure certain tags to automatically apply to new shifts matching specific criteria.

Practical Applications

• Shift Categorisation:

  • Tags like ‘High Intensity’ or ‘Team Meeting’ allow quick identification of the shift type.

• Improved Scheduling:

  • Use tags such as ‘Finance check’ or ‘Shft’ to match staff qualifications and client needs.

• Reporting and Analysis:

  • Filter and analyse shifts by tags to identify trends (e.g., frequency of ‘Overtime’ or ‘Buddy Shift’).

Warnings and Best Practices

• Clear Naming:

  • Ensure tags are descriptive and unambiguous to avoid confusion among staff.

• Standardise Usage:

  • Create a guide for tag usage to maintain consistency across the organisation.

• Limit Tag Overload:

  • Avoid creating too many tags that might complicate shift management and reporting.

Examples of Common Shift Tags

• Transport Required

• Overtime Shift

• High Intensity

• Night Shift

• Weekend Shift

• Buddy Shift

• Female Staff Only

• Community Access

• Team Meeting

• Training Required