V2 - Tags

Tags are customisable names for departments, teams, organisations, units etc. Employees can be assigned to multiple tags, this is great for reporting and viewing data when people have multiple roles or categories.

You can order tags into a sequence i.e All as tag 0, and Management as tag 1, these will appear in the order defined within dropdown lists throughout Chronicle.

Tags can be viewed and created within Settings, Organisation, then Tags, as shown below.

Tag selection can be seen throughout Chronicle to restrict which employees are visible on the particular screen that you're viewing. Similarly, you can run a report for a specific tag to restrict the results to only employees that have the selected tag.

Creating Tags

To create a tag, begin by clicking the orange Create tag button at the top right will open the new tag dialog, as shown below.

Name - This is a mandatory field which is the name you'll see throughout Chronicle.

Description - This is for your reference only while managing tags.

Budget plan - This applies a specific budget plan to that tag.

Holiday threshold - This applies a holiday threshold to that tag.

Sequence - This is the position the tag will appear within dropdown menus.

Apply to Visitor Module - This allows the employees assigned to this tag to appear on the visitor module.

Archived -  Archive tags that are no longer needed.

Once the tag is saved, it becomes immediately available to assign to employees and use within other screens.