Shift Tags add instant clarity to your schedule by letting you label shifts with clear, visual tags so admins and managers can understand what a shift requires at a glance (for example, a High risk shift or Bonus shift).
They also make scheduling faster and more organized by enabling you to filter shifts by tag, quickly focus on the shifts that matter, spot trends over time, and build policies or claim requirements that apply only to specific shift types
Where To Find Shift Tags
You can find Shift Tags in your schedule display settings, under the default fields.
Open the Job Scheduler.
Go to Settings.
Click on Display.
Head to Default fields.
See Shift Tags
Manage Shift Tags
Once you’re in Shift Tags, you can review the default tags, edit existing ones, add new options, or delete tags you no longer need.
To review and view your tags, click the pencil icon to view and edit.
To delete a tag, click the trash icon.
To edit an existing tag, click on the existing field to type your changes.
Add new tag options by clicking on the Add option
Click Save Changes to apply your changes.
Shift Tags in the schedule
You can tag any shift directly from the shift details.
To tag a shift:
Open the Job Scheduler.
Click a shift to open its details.
Scroll down to the Shift Tags section.
Select the relevant Shift Tag(s).
Save the shift.
Filtering by Shift Tags
Filtering by Shift Tags helps you quickly find specific shift types and spot scheduling patterns.
To filter by a Shift Tag:
Open the Job Scheduler.
Open the schedule filter options.
Select Shift Tags.
Choose the tag you want to view (for example: Weekend shift or Training).
Review the filtered schedule results.
Scheduling rules using Shift Tags
Shift Tags can be used as a condition inside Scheduling Policies, so you can apply rule limits only to shifts with specific tags (instead of all shifts).
For example, you might set a rule that limits how many Bonus shifts an employee can be assigned to or claim in a week.
Want step-by-step instructions? Read more here
Minimum shift claims using Shift Tags
Shift Tags can also be used as a condition in Weekly Claim Requirements, so you can require employees to claim a minimum number of open shifts that match certain tags.
For example, you could require your servers to claim at least two open shifts tagged Night + Weekend each week.
Want step-by-step instructions in setting this up ? Read more here
FAQ
Can I add multiple Shift Tags to the same shift?
Can I add multiple Shift Tags to the same shift?
Yes,you can add more than one tag to the same shift from the Shift Tags section in the shift details.
What’s the difference between filtering by Shift Tags and using them in rules?
What’s the difference between filtering by Shift Tags and using them in rules?
Filtering helps you view and manage shifts by tag, while rules and policies help you enforce limits or requirements based on specific Shift Tags.
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.