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Add or Edit Tags for People in Workforce Planning

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Objective

To add or edit tags for people in Workforce Planning.

Background

For projects using Workforce Planning, you can add or edit tags for people in your workforce using the People List tool. Tags can be filtered to help you organise and quickly find people that match your needs. Common tags include:

  • Badging access for specific locations.
  • Equipment certifications people have such as forklift, aerial lift or backhoe.
  • Safety certifications people have such as CPR, fall protection or first aid.

Tags can include expiration dates and attachments for things like certifications. You add, edit or remove tags at any time.

Things to Consider

  • Required User Permissions:
  • Additional Information
    • Only people added in Workforce Planning can be edited in the People List tool.
    • If data syncs are enabled:
      • Tags added in Workforce Planning do not appear in the Company level Directory.

Steps

Follow these steps to:

Add Tags for People

  1. Navigate to the Company level Workforce Planning tool.
  2. Click People and select People List.
  3. Locate the user record to modify. Then click their name.
  4. Locate the 'Tags' section and click New.
  5. From the drop-down menu, select the desired tag and click Save.
  6. Optional: Upload any files related to the tag, for example proof of certification.
  7. If the tag requires an expiration date, add the Expiration Date.
    Note: This is commonly used when adding tags for certifications.
  8. Click Done.

Edit Tags for People

  1. Navigate to the Company level Workforce Planning tool.
  2. Click People and select People List.
  3. Locate the user record to modify. Then click the name.
  4. Locate the 'Tags' section and click Edit.
  5. Click the Gear icon-gear-wfp.png icon next to the tag you want to edit.
  6. Optional: Upload any files related to the tag, for example proof of certification.
  7. Optional: Update the Expiration Date.
  8. Click Done.

Remove Tags for People

  1. Navigate to the Company level Workforce Planning tool.
  2. Click People and select People List.
  3. Locate the user record to modify. Then click their name.
  4. Locate the 'Tags' section and click Edit.
  5. Click the Remove icon-gear-wfp.png icon next to the tag you want to delete.
  6. Click Remove Tag.