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How To Set Up Staff Rostering Tags


  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

  3. You want to know how to create a tag

This document assumes the following:

  • You are an active Enrolmy user

  • You have activated the Roster within your activities

What Are Tags

A tag is a label that can be associated with a person, a shift or an activity. Tags are essential to using the Roster. Staff can only be assigned to shifts if they have been tagged. See what tags are, where to find them and how to create them below.

Tag Type




Tag staff with their contracted job title they the person in an organisation holds.

Manager, Accountant, Programme Coordinator,


This refers to a role on any given day of your programme that needs to be filled to ensure your programmes run effectively.

Onsite Staff, Coach, Site Manager, Van Driver


This refers to a venue, city or region and gives you the ability to tag staff to specific areas.

North, South, City, or Site-based


This allows you to create and tag staff with specific skills that are important for your programmes.

Management, Leadership, Payroll, Sport Coaching


This gives you the option to create any tag type that you may need.

Qualifications, Certificates, First Aid, L4 Management

Where To Find Tags

  1. Select the Roster Menu within Enrolmy and choose Configuration:

  2. From here choose Tags. Here you can view already created categories and tags or you can create new ones by selecting the action button:

    Capture 2024-04-04 at 11.26.31.png

2A. Setting up "Regions"

  1. Create a tag with Regions as the category

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

2B. 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

How To Create Tags

  1. Select the action button and choose +new tag

  2. Select a category that is applicable for the tag to be grouped within (You can create your own categories if required)

  3. Enter in a name of the tag within the Value field

  4. Select a colour that this tag will be associated with. This allows for easy identification of the tag within the calendar area

  5. Select a number to order this tag. This is the order in which the tag appears within the roster view

  6. Select Create to ensure the tag is saved

Capture 2024-04-09 at 13.16.12.png

Nice work! You now know how to create tags! See how to apply these to staff members here.

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