To add additional filtering options for your organisation, you can use Tags. Useful if you would like to do additional analysis. For example, by:
Location/branch
Employment (full-time/part-time/flex)
Contract type (permanent/temporary, self-employed)
❗️Note: All Tags you create and link to employees are also visible to the employees in their personal profile and job profile.
Creating or editing Tags
Admins can create Tags by clicking on the profile picture and navigating to the organisation settings. Tags can be found under the 'Company Details' section.
By clicking 'Edit', you can create new Tags or change the names of existing ones.
You can directly create the labels in multiple languages so that it can be displayed in the users' preferred language. To do this, click on the flags in the top right.
Assigning a Tag
To a user
You can assign a Tag to one or more users. To do this, follow the steps below:
Go to the members page
Click on an employee
Edit the personal information and assign the appropriate Tags
Save the changes
💡 You can also create any additional Tags not already listed in this step.
To a job profile
You can also add Tags to different job profiles to make it easier to filter on the overview page. You do this using the steps below:
Go to job profiles
Click on the job profile you would like to add a Tag to
Click on “Edit” in the far right-hand corner
Open the advanced settings in step 1 of the edit view
Assign the right Tags and save
💡 Also in this stap you can create any additional Tags that are not listed yet.
Working with the labels
Once you have linked the right employees or job profiles to appropriate labels, you will see them in various places in the platform. For example, you can use an extra filter called “Labels” in the following places:
On the “Members” page
On the overview page of the job profiles
In the results dashboard of a review cycle, under the “Questions” tab.
[Very soon] In the performance report(s).