Employee Tag

Employee Tags allow agencies to categorise and label employees based on their roles, skills, availability, assignments, and performance. These tags help agencies organise workforce data efficiently and quickly identify suitable employees for projects, clients, or jobs.

Configuring employee tags offers several benefits:

Tags enable you to segment employees into different groups, supporting better organisation and targeted workforce management.
Employee tags can be customised to align with organisational needs, providing flexibility and adaptability.
Tags allow you to categorise employees based on skills, roles, departments, performance, or preferences, helping managers make informed decisions more efficiently.
Tags simplify filtering, tracking, and reporting of employee information across the system.

Examples of Employee Tags

Tag Category	Tag Name	Description
Employment Type	Permanent	Permanent employees of the agency
Employment Type	Contract	Contract-based employees
Employment Type	Temporary	Temporary staff deployed for short-term roles
Availability	On Assignment	Employees currently working on a job
Skill	Nurse	Employees with nursing skills
Industry	Healthcare	Employees working in healthcare roles
Industry	Hospitality	Employees working in hospitality roles
Client Mapping	Key Client	Employees assigned to priority clients
Performance	Top Performer	High-performing employees
Compliance	Certified	Employees with required certifications

To configure employee tag(s), follow the steps below:

Click on the Profile picture and select Administrator from the drop-down menu.
Click on Master Data from the left navigation panel and select Employee Tag under Employee.

Profile Picture – Administrator – Master Data – Employee Tag

Click on the (+) add button on the top left.
Enter the required fields and click Save.

Field Description

Field Name	Type / Control	Description
Display Sequence	Number	Defines the order in which employee tags are displayed in the system.
Employee Tag Code	Text	Unique code used to identify the employee tag.
Short Description	Text	Brief summary of the employee tag for quick reference.
Description	Text (Long)	Detailed explanation of the employee tag and its purpose.
Keyword	Text	Keywords associated with the tag to support search and filtering.
Select Colour	Colour Picker	Assigns a colour to visually distinguish the employee tag in the system.
Status	Dropdown (Active/Inactive)	Specifies whether the employee tag is active or inactive in the system.

Click on the three-dot button placed in front of each employee tag to view, edit or delete it.

Add Employee Tag – Save

To assign an employee to a specific tag, navigate to the employee summary page where you can view and toggle on the tags created in the Employee Master. On the employee landing page, you can also use filters to quickly search, and sort employees based on their tags.

Employee Summary – Tags - Add