Learn how to create and manage tags in QuickBooks Online Payroll powered by Employment Hero.
Tags are a useful tool that can be used to:
- Set as criteria when setting up employee groups
- Identifying certain scenarios within pay condition rules
Once tags have been added, you are able to use the Employee Details Report using the 'Tags' filter option to view which employees have tags.
If you install a pre-built award, you receive pre-built tags that are linked to the pay condition rules. Assign these tags to the relevant employees for effective award interpretation.
How to access Tags
- Go to Payroll, then select Payroll Settings.
- Select Tags under the Pay Conditions section.
- If you have already created tags or installed an award, you will see a list of tags on the screen.
Creating a new Tag
- Select Add on the right side of the screen.
- Enter the name of the tag, then select the tick icon.
- A menu on the right side of the screen will appear, allowing you to add a description and assign the tag to employees.
Accessing the details of a Tag
- From the main Tags screen, select the number of employees next to the tag’s name.
- A menu on the right side of the screen will appear, listing all employees in the business. Select Only show employees with this tag to filter the list of employees.
On the main screen, you will know whether any employees are assigned to a particular tag by the number of employees indicated next to the name.
Adding/removing an employee from a Tag
- From the main Tags screen, select the number of employees next to the tag’s name.
- Navigate to the employee, then tick or untick the checkbox next to their name to add or remove them.
Deleting a Tag
- From the main Tags screen, navigate to the tag you want to delete and select the bin icon.
- Select Ok to confirm deletion.
Warning: Do not delete any Award Tags as this will affect the correct interpretation of the Award.