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Tags, Staff Tagging, & Bulk Actions

Create tags, bulk assign, and take others actions to manage your staff in bulk.

Updated this week

Tags are a way to connect staff with specific rules. By assigning staff with the appropriate tags, you'll be able to classify your staff and ensure the right rules match the right staff.

How to Use Tags

Earnings (or classification) tags help you differentiate staff and apply different rules to them, based on their classification. Examples include:

  • Salaried

  • Hourly

  • Overtime pay

  • Higher rate (e.g. when working in another department)

  • Any other category your workforce requires

Once tags are created, you will need to apply them to staff. Tags can be applied individually or in bulk.


Create and Manage Tags

You can create new tags and edit or delete existing ones.

To create a tag:

  1. Go to Time & Attendance > Compliance > Classification Tags > Manage.

  2. Enter the new tag in the Create a new earnings tag field.

  3. Click the green + icon.

To manage an existing tag:

  1. Go to Time & Attendance > Compliance > Classification Tags > Manage:

  2. To rename: click on the tag name

  3. To delete: click Delete


Tag Staff Individually

You can assign tags to a single staff member within their profile.

  1. Go to Workforce > Staff > Employee name > Pay Conditions.

  2. Select Edit Current Pay Conditions.

  3. Choose From Start of Current Pay Cycle or From Start of Previous Pay Cycle.

  4. Select the appropriate tags from the Additional tags dropdown.


Bulk Actions

Bulk actions allow you to manage multiple staff members at once.

To access bulk actions:

  1. Go to Workforce > Staff > Tools > Bulk actions.

Step 1 – Select an action

  • Add employees to team(s) – for role changes or organisational restructuring.

  • Remove employees from team(s) – for role changes or organisational restructuring.

  • Apply award tags to employees – affects pay rates and entitlements.

  • Remove award tags from employees – affects pay rates and entitlements.

  • Add Teams/Tags – assign teams or tags to staff in bulk.

  • Remove Teams/Tags – remove teams or tags in bulk.

  • Deactivate employees – removes system access for departing staff while preserving historical data.

  • Update employees’ legal names – update fields for payroll and compliance requirements.

  • Assign employees to a pay group – groups staff for payroll processing.

  • Backfill employee legal names – replaces legal names with preferred names where applicable.

Step 2 – Select staff

Choose all staff or select/deselect individuals as needed.

Step 3 – Configure the action

For example, when applying award tags, select which tag(s) to apply.

Step 4 – Review and submit

Check the details of your selected action, then click the green Submit button to apply the changes.


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