Learn how to create tags, locations, activities, and workstations for efficient work shift management. A step-by-step guide for smoother scheduling and reporting.
Each time a new shift is created, you can assign it to a specific tag, location, activity, and workstation. Pre-defining these elements for each shift makes reporting easier later.
The tag, location, activity, and workstation are user-definable.
Let's consider a use case of a cafe owner:
Cafe Delicious operates from 10:00 AM - 10:00 PM and has two (2) shifts:
- Shift Team A: 8:00 AM - 5:00 PM (late clock out at 6:00 PM)
- Shift Team B: 2:00 PM - 10:00 PM (late clock out at 11:00 PM)
For each shift, the cafe owner wants to assign a tag, location, activity, and workstation. Here is how he plans to set it up:
For Shift Team A:
- Assigned tag: meal allowance
- Assigned location: Branch TTDI
- Assigned activity: Business as usual
- Assigned workstation: Cafe
- Entitled break: 1 hour 30 minutes
For Shift Team B:
- Assigned tag: meal allowance
- Assigned location: Branch TTDI
- Assigned activity: Business as usual
- Assigned workstation: Cafe
- Entitled break: 1 hour 30 minutes
From the above outline, the owner will need to create the following items before creating the shifts so that they can be assigned later :
- Tag: Meal allowance
- Location: Branch TTDI
- Activity: Business as usual
- Workstation: Cafe
Steps to Set Up Tags, Locations, Activities, and Workstations
Login to your BrioHR account
- Go to Settings
- Navigate to Schedules & Shifts
- Open Work Shifts
- Here, you will see sections to create tag, location, activity and workstation.
NOTE:
Tag, location, activity and workstation are user-definable. You can create your own and assign them to the work shifts you create.
How to Create Tags, Locations, Activities, and Workstations
To Create a Tag:
- Click the Tag tab.
- Name the new tag.
- Click Save
NOTE:
- You will see a list of created tags.
- If any tag is assigned to shifts, it will appear here.
-To edit a tag, click the pencil icon and rename it.
To Create a Location:
- Click the Location tab.
- Name the new location.
- Click Save.
To Create an Activity:
- Click the Activity tab.
- Name the new activity
- Click Save
To Create a Workstation:
- Click the Workstation tab.
- Name the new workstation.
- Click Save.
Need Assistance?
If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.