Available for the following plans: Standard, Premium, Platinum, Unlimited
Available for the following user access levels: Admin
Ensure your shifts meet specific operational or compliance needs by adding tags and certifications. This allows you to categorize shifts by task or ensure only qualified employees are assigned to specialized roles.
Getting started
Add a tag to a shift
Tags help visually categorize shifts on your roster (e.g., "First Aid" or "Overnight").
- Go to Time Scheduling Management.
- Click Schedule Actions and select the option to manage tags.
- Enter a Tag name, choose a colour, and click Add Tag.
- To apply it, click a day on the schedule to create/edit a shift.
- In the Tag field, select your new tag from the list.
- Click Save.
Add a certification to a shift
Use certifications to ensure employees have the required qualifications for a shift.
- Go to People Documents Manage Certification Settings.
- Click Add Certification and enter the name, type, and assignee details.
- Click Next to set requirements (e.g., mandatory status, renewal frequency, or approvals).
- Click Save, then Create.
- Go to Time Scheduling Management.
- Click a day to add/edit a shift and select the requirement from the Certification dropdown.
- Click Save.
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