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How to create and apply tags
How to create and apply tags

Create and use tags in TimeChimp to gain more inside!

Jorrit Meijer avatar
Written by Jorrit Meijer
Updated over a week ago

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.

Table of Contents

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 Services.

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 icon, 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 "General" 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 "General" 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.

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.

Shifts

The last type of tag you can create is for shifts. To add a tag to a service, you first need to create a shift template.

Go to "Planning" > "Employee schedule," click on the plus icon in the upper right corner of your screen, and choose "Add Shift Template." In the pop-up that appears, create the template and also add a tag that will be automatically associated with this service.

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 tagsis 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.

Tags are a valuable tool in TimeChimp that allows you to create filtering options and generate overviews. They provide insights into the data and assist in decision-making. To create labels, navigate to the settings and select "Tags." Then, add the desired labels to hours, projects, clients, employees or activities. Some examples of how you can use labels include analyzing direct, indirect, and internal hours for activities and sorting employees based on teams or roles. With labels, you can extract even more value from TimeChimp.


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