9_Employee Tags

9_Employee Tags

Employee Tags can be used to group employees for easy filtering.

Prerequisites

  • Have discussed and decided a method to filter staff 

Add Tags Families

All Tags must be added to Tag Families. Tag Families must be created before creating Tags

  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.

    1. Table

  1. Name

Name of the Tag Family

    1. Type

Type of Tag (ie Evaluation or Employee)

    1. System Record

Created by Teacher Vitae and is a root level Tag

    1. Active

      1. Yes = Active

      2. No = Inactive

    2. Description

A short reference explaining the Tag Family

    1. Action

Actions that can be performed on the Tag Families

  1. Edit

    1. General Info Tab

      1. Name

Name the Tag Family

    1. Code

Create a code

      1. Type

        1. Employee Tags

        2. Evaluation Tags

      2. Active

        1. Yes = Active

        2. No = Inactive

      3. Description

Text box for detailed description

    1. Audit

      1. Created By

      2. Created On

      3. Modified By

      4. Modified On

    2. Save Changes

Add Tags to a Tag Family

After creating a Tag Family, Tags can be added to it

  1. Manage

Used to Create, Edit or Delete individual tags

    1. +Add Tag/Edit

    1. General Info

      1. Name

Name the Tag

  1. Tag Family

Defaults to the Tag Family selected

    1. System Record

Teacher Vitae root level tag if marked

    1. Active

      1. Yes = Active

      2. No = Inactive

    2. Description

Text box for a detailed description

  1. Audit

    1. Created By

    2. Created On

    3. Modified By

    4. Modified On

  2. Save Changes

  1. Delete

    1. Confirm

  1. Copy

Copy a Tag Family to create new simular Tag Families

  1. Delete

To delete unwanted Tag Families

  1. Confirm

Note: In the Actions Pane 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.


Add Employee Tags to Employees

Tags can be added to employees after they have been created to group like employees, making for easy filtering.

  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

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

  3. Click Save Changes


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