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.
What's covered in this guide?
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:
Go to Time & Attendance > Compliance > Compliance HQ > Tags 'manage'.
Enter the new tag in the Create a new award tag field.
Click the green + icon.
To manage an existing tag:
Go to Time & Attendance > Compliance > Tags.
To rename: click on the tag name.
To delete: click Delete.
Tag Staff Individually
You can assign tags to a single staff member within their profile.
Go to Workforce > Staff > Employee name > Pay Conditions.
Select Edit These Conditions, or Add New Conditions
Select the relevant option, for example 'From Start of Current Pay Cycle'
Select the appropriate tags from the Additional tags dropdown. Note: If tags tied to a position don't appear on an employee's profile, try creating a new pay condition without the position first, then update it to include the position. This ensures all associated tags are reflected.
Bulk Actions
Bulk actions let you update many staff members at once.
To access bulk actions:
Go to Workforce > Staff > Tools > Bulk actions. You can also get there from the Bulk Tagging Tool link on the Classification tags page.
Note: If tags are unavailable to add directly to an employee profile during bulk actions, it may be because they are managed at the position level. To resolve this, add the tags to the position itself or enable the setting that allows additional tags to be added directly to employee profiles.
Step 1: Choose action
Add employees to team(s): for role changes and organisational restructuring.
Remove employees from team(s): for role changes and organisational restructuring.
Assign default payroll team: sets the default payroll team for reporting and payroll processing.
Apply award tags to employees: affects pay rates and entitlements.
Remove award tags from employees: affects pay rates and entitlements.
Deactivate employees: removes system access for departing staff while keeping their historical data.
Reactivate employees: restores system access for previously deactivated staff.
Update employees' legal names: updates legal name fields for payroll and compliance.
Assign employees to a pay group: assigns staff to a pay group for payroll processing.
Invite employees: invites staff to install the mobile app.
The actions you see depend on your permissions.
Step 2: Select employees
Choose which staff to include. You can filter and search to find specific groups.
Step 3: Configure action
Set the details for the action. For example, when applying award tags, choose which tag(s) to apply.
Step 4: Pay checks
Workforce simulates the change and runs pay checks. Any failing checks are shown here so you can fix them before going ahead.
Step 5: Review and execute
Check the details, then submit to apply the changes.