Overview: In order to facilitate the classification, location, and filtering of employee documentation created in the system, Workforce makes tags available to users.
Start from: The Workforce module.
- Select Documentation from the main menu.
Add tags
The process of adding tags to documentation can be done by two possible means: during the creation of a new documentation or when editing an existing document.
To learn how to create new documentation, see Upload and assign a document.
To learn how to edit or add tags to an existing document, see Edit details in employee documentation.
Manage tags
The Documentation screen has a specific tool for managing tags to be used in employee documentation. To access this tool:
- Select Manage Tags ⚙ in the Documentation screen.
- To add a new tag, type the name in the New field and press the + button.
- You can Edit an existing tag by selecting the✎ pen button in the row of each tag.
- You can Delete an existing tag by selecting the trash can button 🗑 in the row of each tag.