You are using Enrolmy’s Rostering for the first time and want to know how and why you should setup tags.
You want to know what kind of tags you should setup
This document assumes the following:
You are an active Enrolmy user
You have activated the Roster within your activities
Creation of Tags
Tags are essential to using the Roster. Tags enable you to select staff members for certain shifts, shift templates can then be applied to activities.
A tag is a label that can be associated with a person, a shift or an activity. These include:
Position - ie. Manager, Accounts, Childcarer, Programme Coordinator
Role - Onsite staff, Coach, Site Manager, Programme Coordinator
Region - ie. North, South, City or Site-based
Skills - ie. Administration, Payroll, Sport Coaching
Custom - ie. Qualifications: First Aid, L4 Management, L5 High Ropes Cert
A position refers to a contracted role in a business, while a role is the name of a position needed on a day-to-day basis.
Select the Roster Menu within Enrolmy → this will open another tab within your browser
Under Settings, select Tags and choose New Tag
2A. Tags - Setting up "Regions"
Create a tag with Regions as the category
Name that region i.e Rolleston, Christchurch, Auckland etc
2B. Tags - Setting up "Positions"
Create a tag with Positions as the category
Naming that position: i.e. Manager, Ground staff, Coach
Assign a colour to that position
Assign the order they would appear within the roster calendar
2C. Tags - Setting up other necessary tags
If any other tags will help you decide when rostering staff i.e. driver, first-aid, swimming etc, you can create them using the same steps as above
Nice work! You now know how to create tags!