Employee Tags

This article explains what Employee Tags are, how to create them and how to use them within ExpensePlus.

Employee Tags provide an easy way to filter the payroll reports within ExpensePlus. For example, you may wish to create Employee Tags for the different teams you might have e.g. 'Admin & Ops'.

You may also wish to use Employee Tags to help with end-of-year reporting.

Employee Tags are flexible, and multiple tags can be applied to the same employee.

To find out more about Payroll, please refer to this help guide article.

How to set up Employee Tags

To set up Employee Tags, go to Payroll Upload -> Manage Employees -> Manage Employee Tags

Within this screen, you can:

• Add Tag - click this button to create a new Employee Tag
• Edit Tag - click on the Employee Tag you wish to update
• Deactivate Tag - click the 'X' button to the right of the tag (deactivated tags can be reactivated)
• Delete Tag - click the dustbin button to fully delete the tag, and un-tag any employees with this tag
• Manage deactivated tags

How to apply Employee Tags

Employee Tags can be set within the Manage Employees screen by selecting the employee you wish to update. However, a much quicker way to apply tags is within the Apply Employee Tags screen.

Simply click the relevant checkboxes for the Employee Tags you wish to apply.

How to filter payroll reports by Employee Tag

To apply an Employee Tags, simply select the filter at the top of the view payroll data screen.

To help you better understand the Payroll module as a whole, please visit the module overview page.