Admin Add or Remove Onboardee Tags

Onboardee Tags are one or more Tags that can be applied for various classification purposes.

It’s important to remember that in WorkZerk Onboardee Tags are initially inherited from that Onboardees underlying Contact record.

When the Onboardee record is first added from a Contact, all the Onboardee Tags replicate as Onboardee Tags.

Once they have become Onboardee Tags though, they act independently from the Contact Tags and can be edited or deleted as required. You can think of the Contact Tags as the ‘Default Onboardee Tags’.

Editing Contact Tags after an Onboardee is created will not change the Onboardee Tags. Onboardee Tags are completely separate once they are populated.

Assigning/Removing Onboardee Tags

When you add a new Onboardee from an existing Contact, Onboardee Tags will be created automatically from the existing Contact Tags.

You can then click on the Onboardee from ONBOARDEES TAB to add or remove Tags as required.

WorkZerk will only show tags that are not already added.

Adding Tags

If you need to edit the master list of Tags, simply click on the Tags Tab to add/remove Tags.