How do I create or edit employee Tags?

Tags provide a method for adding metadata to employees. For example, you may want to note that an Employee completed a training or certification.

To view a Tag, first login to the Admin site and click the “Admin” button from your left-hand navigation menu. Next, click the “Tags” tab. Then, click the “New Tag” button or click one from your Tag list, then click the “Edit tag” button to edit it. 

  1. First, “Name” your Tag. For instance, “Food Safety” or “Ladder Training”
  2. Click the “Save” button next, which makes it available to use.
  3. To assign that Tag to an Employee, navigate to an Employee’s Details page, then click the “+ tag” button below their name.
  4. When adding a Tag, you can select the Tag as well as its expiration date, which will then be displayed below the Employee’s name. That Employee will also display while viewing a Tag’s Details page.

You can create as many Tags as you need, which means labeling Employees with the proper certifications and training along with their expiration dates to make sure everyone’s up to date. 

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