Managing your organisations tags - Payroll Web Platform

Jimmy

Updated 25 November 2022 00:15

Overview

As an organisation, you can use tags when setting up employee groups, to identify certain scenarios within pay condition rule sets. These tags come pre-provided if your organisation has installed a pre-built award, further reducing the administrative time spent on making sure the correct application of employee pay conditions and making sure your organisation has effective award interpretation.

The tag feature allows you to create your own tags and assign them to the required employees. You can also use this feature to re-assign a tag if the employee requirements change; edit the information if it is needed, and delete a record if it is no longer required.

Availability

Payroll Plan:

Standard

Premium

Getting started

The following outlines the steps to add a tag and to assign this to your employees.

Add a tag

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.

Bulk assign a tag to multiple employees

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

Edit a tag description

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.

Reassign employees

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.

Delete a tag

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

Author recommended

So you have now posted a shout out onto the Company Feed and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

Payroll platform: Pay categories: This feature allows you to add, edit, and delete pay categories for your employees.
Payroll FAQ: How do I apply an employee leave request to a timesheet: This FAQ walks you through the steps to turn an employee leave request into an employee timesheet entry.