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What are Tags, and how do I create them?

Amy Hall avatar
Written by Amy Hall
Updated this week

What are Tags?

A Tag is a way of categorising groups of employees in your YuLife HR Portal. For example, you might want to create a tag for each office or team/department in your company, or for each region or country that your employees work in.

You can also use Tags to create additional Leaderboards within the YuLife app. Your company will have a main leaderboard which includes all employees, but Tags mean you could create a Leaderboard for specific teams.

There is also the option that, with the help of your Customer Success Manager, you can do extra data analysis within each Tag. Drop your Customer Success Manager a message if you'd like more information on this!

How do I create a Tag?

  1. Head to the Settings section on the left-hand side of the HR Portal and select Custom Values, then select 'tags' at the top of the screen. To add a new tag, tap 'add value' in the top-right. Please note, you will need to have the 'Manage Tags' permission to view the Tags screen on the Custom Values page.
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  2. Fill in the required information for your tag, and select 'add value' to save the entry.
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  3. That's it, you've created a Tag!

How do I add an employee to a Tag?

  1. Head to the YuLife Portal and tap on the People tab on the left-hand side. Select the employee that you would like to edit and select the 'Tags' option across the top of the screen.
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  2. This will redirect you to the section in which you can add your desired tags. Tap 'edit' on the right-hand side. From here, you can search for the tag you wish to include.
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  3. Once selected, make sure you tap 'Save'. That's your employee added to the Tag!

Please note: Tags must have at least 10 employees assigned to them.


Can I Bulk Upload Tags?

If you use the Bulk Upload or Bulk Edit templates to upload new employees or edit multiple employees at the same time, any Tags that already exist in your HR Portal will be included on the template for you to use.

If you have any questions or need any further help, please don't hesitate to reach out to us via the web chat, or at support@yulife.com :-)
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