Set Up Worker Tags

  • Updated

Setting up and maintaining worker tags is simple through the Worker Tags page. Read below for instructions on how to set up worker tags.

 

Create, Edit, or Delete a Worker Tag

Create a Worker Tag

  1. Go to Resources Worker Tags
  2. Click +Add New
  3. Add tag name, description, and color
  4. Save
  5. A confirmation will appear stating you've successfully updated Worker tag

Create Worker Tag.gif

Edit a Worker Tag

  1. Click on an existing tag
  2. Make the appropriate edits
  3. Save
  4. A confirmation will appear stating you've successfully updated Worker tag

Edit Worker Tag.gif

Delete a Worker Tag

  1. Click on an existing tag
  2. Click on the three vertical dots
  3. Delete
  4. A confirmation will appear stating you've successfully updated Worker tag

Delete Worker Tag.gif

Add or Remove a Worker from a Tag

Add a Worker to a Tag

  1. Go to Resources Worker Tags
  2. Click on an existing tag
  3. Click Add Worker > type and select the worker's name
  4. A confirmation will appear stating you've successfully updated Worker tag

Add Worker to Tag.gif

Remove a Worker from a Tag

  1. Click on an existing tag
  2. Click on the X next to the worker's name > Confirm
  3. A confirmation will appear stating you've successfully updated Worker tag

Delete Worker from Tag.gif

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