Tags

What are Tags?

Tags are just another way to group your employees.  You can create as many tags as you like, and allocate as many tags as you like to each employee.

What would you use tags for?

Tags can be used for things like:

  • Identifying employees that belong to certain committees - you can create a tag for each committee (e.g. 'Party Planning Committee') and then allocate employees that belong in that committee that tag.
  • Identifying employees in certain locations or floors of your building.
  • Categorising trainees, students and interns.
  • People working on a particular project - just create a tag for each project and allocate employees to them.
  • and much, much more.

Creating Tags

Tags are contained within the Categories section.  You can create, edit and delete tags by going to  Company then Data Files then Categories from the left hand menu.

Once in the window showing all the Category data, look for the Tags section in the lower right.  From here you can see the existing tags, and you can manipulate them.

Tip

You can click on a tag name to see all users who have this tag allocated to them!

Allocating a tag to an employee

You have to go to the main View screen for an employee and click the 'Edit Employee' button to allocate a tag to an employee.

About halfway down the edit screen, you will see the section for tags.

You can click in the field which will show you a drop down of all the tags.  Simply scroll down to choose a tag or start typing a tag name to narrow down the list.

As mentioned before, you can allocate as many tags as you like to each employee.

Where are the tags shown?

If you go back to your employee View screen, on the top section of the screen, you will see the employee tags shown (just under the rows saying 'Code', 'Born', 'Gender' etc.

Tip

You can click on any of the tags in this screen, and you will be taken to another screen showing all employees that have the same tag. From this other screen, you can send them all an email or SMS text message. See the Communicating With Employees page for more details on doing this.