How To Set Up Staff Rostering Tags

Scenarios:

1. You are using Enrolmy’s Rostering for the first time

This document assumes the following:

• You are an active Enrolmy user

• You have activities that require staff rostering

Creation of Tags

A tag is a label that can be associated with a person, a shift or an activity.

These include:

• Position

• Region

• Skill

• Custom

1. Head into the Roster tab 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!

Last updated 08 Aug 2023