Using Tags

NurseGrid’s Tags feature allows you to filter and organize your staff by keywords. Tags can be used to indicate where staff members are cross trained, which nurses are likely to pick up an open shift, or anything else that’s important to note about a staff member and helps you efficiently manage the day-to-day schedule.

Please note that NurseGrid has existing fields for position, FTE status, hire date, and charge trained so you won’t need to create tags to track that information. These tags can be used to filter your schedule, filter staff when creating an open shift, or assigning a shift.

NurseGrid’s new Tag Manager gives you a central place to organize these tags for a single department or manage tags across an entire organization. To access Tag Manager, hover over Staff in the left-hand sidebar:

Using Tags in NurseGrid Manager

The Tag Manager page will show a list of department tags and a list of pool tags. Department tags are specific to your own department, and pool tags are shared with all departments. Clicking on a tag will reveal a list of employees with that tag added to their staff profile.

Select a Tag

You can add, delete, and edit your department-specific tags (the pool tags can only be edited by their home department’s administrators). To add a tag, select the orange “Add Tag” button. To remove or edit a tag, hover over it in the list and select the pencil icon (to edit) or the trash icon (to delete).

Department Tags

Editing or deleting a tag will bulk update all staff members with that tag applied.

You can bulk add new tags to your department’s staff members in the Tag Manager page as well. To do so, click on the tag, then click the Tag Staff button in the upper right corner. You will see an “Add Staff to Tag” window pop up. You can filter your directory by Charge, name, position, credentials, pre-existing tags, or tiers.

Finally, check each staff member’s name (or the check box at the top of the list to select all) and click “Save.” The new tag will be applied to all staff members in your checklist.

Check Each Staff Member's Name

You can also add or remove staff tags directly from your staff member’s profile. To do so, hover over “Staff” in the left-hand sidebar and click “Directory.” Select the staff member’s name from the list. Their tag will show in their main Profile page.

View Staff Member's Tags

To change the tag, click “Edit Staff Member” in the upper right-hand corner. In the Edit modal, click “Work Details”. You can add or remove a tag from there. Finally, click “Save & Close” to commit the changes.

Save and Close

Related Articles:
Adding and Inviting Staff

Adding Staff: Click Staff > Directory in the navigation bar on the left-hand side. If a staff list was sent to us, your staff should all be present. Please scroll through the list and verify nobody is missing. To add additional staff, click the Add Staff button in the upper

Read More
Adding an Admin

With NurseGrid Manager, you can also provide access to staff members you’d like using the platform’s feature set! There is no limit to the number of admins you can invite, so you can assign your clinical coordinator or assistant nurse manager with set privileges based on what they will be

Read More
Transfer Staff

Need to transfer an employee to a different department? Switch into the employee’s current home department and select their profile from the Directory page. You should see a “Transfer” button in the upper right corner of their profile page. Once you’ve selected “Transfer”, a “Transfer Staff Member” window will pop

Read More