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Usage of Tag

Make good use of "Tag" for marking employee specialty

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Written by Workstem CS
Updated over a week ago

Make good use of "Tag" for marking employee specialty

There are many fields in the employee file that can be used to filter information, such as gender, position, department, employment type, etc., but there is some information that you need and the system does not include, such as position level (beginner, intermediate, advanced), position type ( Management, technology, service, etc.)

To meet the individual needs, Workstem provides [Tag] functions.

Tags are used to group / filter employees, which can achieve:

  • Customize label content

  • Assign one or more tags to employees

  • Filter employee information through tags

This article explains in details how to use tags.

Step 1 Add new tag

Click into [Company] --> [Tag] --> [New Tag]

Step 2 Fill in the Tag information

Enter the Code and Name in the pop-up window, and click [Save]

Step 3 Add a tag for your employee

Double-click the employee in the [People] interface, assign a tag to each employee on the [Note] page and click [Save]

Note⚠️: After successfully saved, you can see his tag information on the right side of the employee profile

Step 4 Successfully added, easier to filter

Through the above steps, we have successfully assigned tags to employees. When we look for employees’ schedules, attendance, or leave, we can use [Tag] to filter

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