Available for the following Payroll plans: Standard, Premium, Core Payroll, Unlimited+Payroll
Available for the following users: Employee, Manager, Admin
As an organisation, you can use tags to group employees and identify specific scenarios within pay condition rule sets. If your organisation has installed a pre-built award, tags are provided automatically, reducing the time spent ensuring correct pay conditions and effective award interpretation.
The tag feature also allows you to create custom tags and assign them to employees as needed. You can easily reassign tags if employee requirements change, update the tag information, or delete tags when they are no longer necessary.
This article explains how to create a new tag in your system. If you want to add a tag to an employee, see this article.
Create a new tag
The following outlines the steps to add a tag and to assign this to your employees.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Tags button.
- Click the Add button.
- Enter the name of the tag and click the Confirm button.
- Click the Add Description button.
- Write the required description and click the Save button.
- Click the Close button.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Tags button.
- Click the Employee button.
- Click the Name tick box next to each employee that needs this tag assigned to them.
- Click the Close button.
Maintain tags
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Tags button.
- Click the Edit button next to the tag that needs editing.
- Click the Edit button.
- Make the required changes and click the Save button.
- Click the Close button.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Tags button.
- Click the Employee button.
- Click the Name tick box next to each employee that needs this tag re-assigned to them.
- Click the Close button.
Warning
Deleting a tag linked to an award will affect the interpretation of the award conditions.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Tags button.
- Click the Delete button.
- Click the OK button.
Watch the training video
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