Tags Tab
Tags are used throughout WorkZerk and apply to both Contacts and Onboardees.
You can think of Tags as a classification or grouping. They're more powerful than social media hashtags though, because in WorkZerk you predefine your Tags and then use them consistently throughout the platform.
Our customers use Tags in different ways, so we can't tell you exactly which Tags you need to set up. We can, however, provide suggestions and ideas that you might find useful!
Adding a New Tag
Tags are set up on the Tags Tab within the Admin area. Click Add/Save Tag to create a new Tag.
Tags are very simple to add — there's just one field (the Tag Name) together with the Hide on Portal switch.
Tags can use lowercase, uppercase, or a combination (e.g. camel case). They cannot contain any spaces though, just like a hashtag on Instagram cannot have spaces.
They are limited to 50 characters, but we recommend keeping Tags as short as possible so they work well on mobile devices.
Hide on Portal simply means that the Tag will not appear in the portal. There are many scenarios where you may wish to keep a Tag hidden from the portal:
The Tag relates to a rating or internal classification, and you prefer it to be kept for internal use only. While there is a 1-Star to 5-Star Rating field on the Contact, you might create your own rating system using Tags.
The Tag contains information that is on a "need to know" basis, where the only people who need to know are Admin users.
Examples of Tags
Here are some examples of popular ways to use Tags within WorkZerk:
Trade-Based Roles — Useful for quickly identifying what kind of work someone does, for example: SCAFFOLDER, ELECTRICIAN, PLUMBER, CARPENTER, PAINTER, CONCRETER, ROOFER, TILER.
Certifications & Licences — One of the most popular ways to use Tags. Quickly see at a glance what qualifications someone holds, for example: WORKING-AT-HEIGHTS, FORKLIFT-LICENCE, TRAFFIC-CONTROL, FIRST-AID, WHITE-CARD, CONFINED-SPACES, EWP-LICENCE.
Location or Site — Tag people by where they're based or which site they're assigned to, for example: SYDNEY-CBD, WESTFIELD-PROJECT, NORTH-REGION, SITE-A, BRISBANE-DEPOT.
Availability & Status — Track who's available or flag their current status, for example: AVAILABLE, ON-LEAVE, DO-NOT-REHIRE, PREFERRED, CASUAL, FULL-TIME.
Skill Level or Experience — Categorise people by their experience or seniority, for example: APPRENTICE, SENIOR, SUPERVISOR, LEAD, GRADUATE, EXPERIENCED.
Industry or Sector — If you work across multiple industries, Tags can help you segment your contacts, for example: CONSTRUCTION, MINING, HEALTHCARE, EDUCATION, HOSPITALITY, AGED-CARE.
Internal Ratings — Create your own rating or priority system (and use Hide on Portal to keep these private), for example: A-GRADE, B-GRADE, VIP, HIGH-PRIORITY, FLAGGED.
Deleting a Tag
Think carefully before deleting a Tag, because you may have tagged hundreds or even thousands of Contacts or Onboardees. Deleting the parent Tag will remove that information from potentially many records at the same time.
To delete a Tag, navigate to the Tags Tab in the Admin area and enter Delete Mode by switching it on. You will then be able to select one or more Tags, and click the Delete button to remove them.
Renaming a Tag
Renaming a Tag is easy. Navigate to the Tags Tab in Admin and search for the Tag name using the text filter.
Click on the Tag to edit it, click inside the Tag Name field, rename the Tag, then click Add/Save Tag.
Everywhere this Tag was used will now update with the new Tag name automatically.
