This help guide will detail how to create and apply Shift Tags in Tanda.
What Does This Guide Cover?
What are Shift Tags?
Shift Tags are used to adjust the Pay Conditions for shifts on a Timesheet.
You can link custom allowances or award rules to a tag. These custom roles will then apply when a shift has the relevant tag selected.
Some common use cases for Shift Tags include:
Assigning Higher Duties rates.
Indicating agreed changes to regular hours of work.
Flagging Sleepover and On-Call shifts.
Applying Allowances to Timesheets.
Enabling Shift Tags
By default, Shift Tags are disabled. You need to enable Shift Tags in your account before they can apply.
To enable shift tags:
Navigate to Settings > All Settings > Timesheets > Show Advanced Settings.
Tick the 'Show an extra dropdown to adjust shift cost (Award Tag)' checkbox.
Click Update Settings to save your changes.
Creating Shift Tags
Once you have enabled the feature, you can create Shift Tags by navigating to Time & Attendance > Compliance > Classifications Tags > Manage.
This will take you to the page where you can manage all of the Shift Tags in your account. Many Shift Tags will already be created and populated based on the Award Template you use.
You can use the above box to create a new custom Shift Tag.
Assign Shift Tags to Employees
To apply a Shift Tag to an employee’s Timesheet, that tag must first exist in the employee's Staff Profile. To add a tag to an employee, navigate to the Pay Conditions Tab of their Staff Profile (Workforce > Staff).
Then, click 'Edit Current Pay Conditions' and select the date from which your changes will take effect. Next, tick the appropriate tags from the 'Additional Tags' dropdown menu to apply them to that employee's profile. Ensure that you click 'Confirm Changes' to save your changes.
IMPORTANT: Shift tags will not appear as options on an employee's Timesheets if the tag is not also on the employee's profile.
Apply Shift Tags to Timesheets
Once you have enabled the Shift Tags feature and added the appropriate tags to an employee's profile, you can now apply these tags to their Timesheets.
To apply a Shift Tag to a Timesheet:
Navigate to the relevant Timesheet.
Click the Select Tag field on the left side of the Timesheet entry to display all Shift Tag options for that employee.
Choose the relevant Shift Tag from the list, and wait a few seconds for the tag to apply and the Timesheet to re-cost.
FAQs and Troubleshooting
Why isn’t a Shift Tag appearing as an option on the Timesheet?
Why isn’t a Shift Tag appearing as an option on the Timesheet?
For a Shift Tag to appear as an option on a Timesheet, ensure that the tag has been added to an employee's Staff Profile via the Pay Conditions tab.
Why can’t I click ‘Select Tag’ on a Timesheet?
Why can’t I click ‘Select Tag’ on a Timesheet?
Shift Tags can only be edited on pending timesheets.
To edit shift tags, ensure the Timesheet is Unlocked and the shift is Unapproved.
Additionally, to edit the Shift Tag on a Timesheet, the user will also need to enable the Configure Others permission via Settings > All Settings > Permissions > Customise access and roles here > Timesheets > Shift > Configure Others.
