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How To Set Up Staff Rostering Tags

Scenarios:

  1. You are using Enrolmy’s Rostering for the first time and want to know how and why you should setup tags.

  2. 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.

  1. Select the Roster Menu within Enrolmy → this will open another tab within your browser

  2. Under Settings, select Tags and choose New Tag

2A. Tags - Setting up "Regions"

  1. Create a tag with Regions as the category

  2. Name that region i.e Rolleston, Christchurch, Auckland etc

2B. Tags - Setting up "Positions"

  1. Create a tag with Positions as the category

  2. Naming that position: i.e. Manager, Ground staff, Coach

  3. Assign a colour to that position

  4. 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!

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