How to Setup Employee Tags

Key Steps:

1. Access the HR system and navigate to the tagging feature section.

2. Review the current tags displayed in the right-hand column to understand existing categorizations.

3. Filter employees by clicking on specific tags to view relevant groups.

4. Set up tags for individual employees by accessing their profiles.

5. Click on the edit function to add, edit, or delete tags for the employee.

6. Use the tagging feature to further categorize employees based on office location, position type, projects, or other relevant criteria.

7. Save changes to apply the new tags to the employee's profile.

Cautionary Notes:

• Ensure that tags are accurately assigned to employees to avoid confusion in filtering and categorization.

• Double-check the tags added to an employee's profile to prevent errors in classification.

• Regularly review and update tags to reflect any changes in employee responsibilities or accountabilities.

Tips for Efficiency:

• Utilize the tagging feature to quickly filter and categorize employees based on specific criteria.

• Create new tags as needed by simply typing in the desired tag name to add it to the system.

• Train team members on how to use the tagging feature effectively to streamline employee categorization processes.