Adding Tags to Employees Account

Adding Tags to Employees Account

Adding Tags to Employees Account


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Adding Tags to an employee is useful to group employees (ie years of being an educator).


  1. Login to Teacher Vitae

  2. Hover over More

  3. Click on Admin


  1. Hover over Admin+

  2. Click on Tag Families


  1. On the Manage Tag Families page there is a table with all available tags


  3. Name - Name of the Tag Family(a)


  • Type - Type of Tag (ie Evaluation or Employee)

  • System Record - 

  • Active - Is the Tag Family active making it visible in Forms and Employee Documents

  • Description - A short reference explaining the Tag Family



            a. Action - Actions that can be performed on the Tag Families

            b. Edit - Edit the general information of a Tag Family (ie Name, Code, Type, Active, and Description)

            c. Manage - Used to Create, Edit or Delete individual tags 

            d. Copy - Copy a Tag Family to create new similar Tag Families

            e. Delete - To delete unwanted Tag Families




Note: In the Actions column if the Tag Family has the Red Delete Button these Tag Families have the ability to be Managed (see description above). If you would like to Manage a Tag Family that does not have the Red Delete Button it is first necessary to create a copy of the Tag Family by clicking the Copy Button.


  1. To create your Districts custom Tag Families with custom Tags

    1. Choose the Tag Family that is most similar to your needs.

    2. Click Copy 


                    a. Find the Copy of the Tag Family 

                    b. Click Edit


                    c. Change Name

                    d. Keep or Change the Code

                    e. Set the appropriate Type

                    f. Check the Active Box

                    g. Add a description (optional)

                    h. Click Save Changes


Or 

To add a new Tag Family from scratch

  1. Click +Add Tag Family

   

  1. Name The Tag Family

  2. Give the Tag Family a Code

  3. Set the appropriate Type

  4. Check the Active Box

  5. Add a description if you wish

  6. Click Save Changes


Now that you have a Tag Family, you need to add Individual Tags to the Tag Family

  1. Click Manage


  1. Click +Add Tag

  1.  Name the Tag

  2. Click Active

  3. Add A Description if you wish

  4. Click Save Changes


Add Tags to Employees

  1. Login to Teacher Vitae

  2. Hover over More

  3. Click Admin


  1. Click Manage Employees

  1. Find the Employee

  2. Click Edit


  1. Click Tags


  1. Choose the Tag by placing a checkmark in the select field

  2. Click Save Changes


For More information about Creating or Editing Employees see the Suport Solution Adding An Employee Manually.