Available for the following plans: Employment Lite, Employment Plus
Available for the following Payroll plans: Standard, Premium, Core Payroll, Unlimited+Payroll
Available for the following user access level: Admin
Grouping your employees, such as by pay conditions, can streamline your administrative tasks. You can do this using our Tags feature. After setting up your organisation's tags, you can assign them to employees in your payroll platform. This helps improve organisational structure and makes it easier to manage groups of employees, especially when editing in bulk.
This article explains how to add a tag to an employee. If you would like to create a new tag, visit this article.
Add tags to an employee
The following outlines the steps to add tags to an employee's file.
- Log in to your payroll platform.
- Click the Employees menu.
- Select the employee who needs a tag added.
- Select the Details button.
- Scroll to the bottom to the Tags field.
- When you click the Tags field, you will see the list of available tags.
- Select the tag you would like applied to the employee
- Once you have selected the relevant tags, click the Save button
Remove tags from an employee
The following outlines the steps to remove tags from an employee's file.
- Log in to your Employment Hero Payroll classic platform.
- Click the Employees menu.
- Select the employee who needs a tag removed.
- Select the Details button.
- Scroll to the bottom to the Tags field.
- Click the next to the tag you would like to remove
- Click the Save button to confirm the changes.