Custom Tags allow you to define employee types or groupings specific to your company—such as Full-time, Part-time, Probation, or by location types like Shop 1, Shop 2, etc. Similar to Departments or Locations, Custom Tags help you categorize employees and easily filter them across the system.
Step 1: Add a New Custom Tag
Go to Settings
Click the User icon from the main menu and select Settings.
Open the Employee Tab
You will land on the Company tab by default. Click on the Employee tab under it.
Scroll to the Custom Tags Section
On the left side, find the section titled Custom Tags.
On the right side, you’ll see a list of existing custom tags (if any).
Create a New Custom Tag
Click + Create Another Status.
A box titled Create Employee Status will appear.
Enter the name of the custom tag in the Employee Status Name box.
Click Confirm to save it.
Step 2: Assign a Custom Tag to Employees
Go to the Employee Tab from the main sidebar.
Scroll horizontally to find the Custom Tag column.
Update a Custom Tag
Click on the field under the Custom Tag column for the employee you want to update.
Select the desired custom tag from the dropdown.
The update is saved automatically.
Step 3: Delete a Custom Tag
Go back to Settings → Employee Tab → Custom Tags Section.
Find the Custom Tag You Want to Delete
On the right side, locate the custom tag you'd like to remove.
Click the Trash Can Icon next to it.
A confirmation box titled Delete Custom Tag will appear, asking:
"Are you sure to delete this?"
Click Delete to remove it permanently.
⚠️ Note: Custom Tag names cannot be edited after creation. If you need a change, you will need to delete and create a new one.