Tags in TimeChimp offer numerous benefits, including filtering options and overview. In this guide, you will learn how to create and apply labels. Create tags for hours, projects, clients, employees, activities, or services. Add labels to registrations, projects, clients, employees, activities, and services to gain more insights into the data.
Using tags has many benefits. For example, tags can be used for filtering options or organizing data in TimeChimp. You can utilize this information to gain further insights into the data in TimeChimp and make decisions based on it. Of course, to do this, you need to create tags first, and in this article, we will explain how to do that and how to apply the tags.
How to create a tag
The first step is, of course, creating the tags. Go to the settings (gear icon) in the upper-right corner of the screen. In the menu on the left, you will see "Gags." Click on "+ New Tag" to create a new Tag.
Next, choose a recognizable name for your Tag and specify its purpose. You have six options: Hours, Projects, Clients, Employees, Activities, or Team.
Adding tags
After creating a tag, you need to add it to the relevant items for which it was created.
Hours
When employees register hours, they have the option to add a tag to the registration. By clicking on the tag menu, you can add the created tags.
Projects
If you have created a tag for a project, you can add it by opening and editing the project. Click on the three dots next to a project in "Projects," or open the project and click on "Edit" in the upper-right corner of the screen.
Under the "Additional information" section, you will see the option to add the project tags you have created.
Relations
If you have created a tag for clients or relationships, you can add it by going to "Relations" and, similar to projects, editing the desired relation(s).
Under the "Additional information" section, you will find the option to add a tag to this client.
Employees
As you may have guessed, to add tags created for employees, you need to edit the employee. Go to "HRM" and edit the employee to whom you want to add a tag.
You will immediately be in the "General" section and see the option to add a tag.
Teams
Team tags that you have created for teams can be added by editing the team via HRM > Teams. Edit the team and add the desired label under 'Team information'.
Tasks
If you have created a tag for tasks, you can add it by editing the tasks.
Go to the settings (gear icon) > Manage > Tasks. Find the activity to which you want to add the tag and edit it. Under the activity name, you can select a tag to add to this activity.
Examples of how to use tags
tags can sometimes feel a bit abstract, and we often receive questions about how organizations can use tags to get even more out of TimeChimp. Below are some examples of how you can utilize tags.
Direct, indirect, and internal hours for activities
One way to gain insights into the distribution of employees' hours is by adding tags to activities for direct, indirect, and internal hours.
After adding these tags to the appropriate activities, you can filter these hours in "overviews" in TimeChimp or through an export. This allows you to learn more about the distribution of these different hours your employees are logging.
Sorting employees
Another way to use tags is for sorting employees. If you create tags for different teams or roles, you can then filter based on these tags in "overviews" or "HRM." This makes it easy to view the hours of a specific function or team.
WBSO projects
Do you receive WBSO subsidies from the Dutch government for research you conduct or projects you carry out? Then you can create the label 'WBSO' for these projects so that you can quickly find them when reporting the hours for these projects.