Add a tag to your Tag Library

Using the Tag feature you're able to add certain fields to an employees profile which you are then able to use for reporting and/ or filtering purposes.

For Tags that are used frequently you may like to add these to the Tag Library so that they can be easily select:

A few common scenarios include:

  • Skills- examples with specific skill such as in Hospitality- Coffee Art or Barista, or in an Office- Excel skills etc.
  • Equipment- examples may high viability vest and boots or laptop etc.

To add a new Tag Group to the Tag Library:

  1. In the quick menu, select the hamburger icon and select Platform Settings > Tag Library then click Add New.
  2. Enter the label name.
  3. Click + Add.

 

Add_tag_to_library.png

 

To add a new Tag Types to your Tag Group.

  1. In the quick menu, select the hamburger icon and select Platform Settings > Tag Library select your Tag Group by clicking on the name.
  2. This will open the Tag Type screen where you can select + Add New to add one at a time and select Add.  (You can add multiple by repeating this process).
  3. Save.

Tag_Types.png

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