Manage user keywords

User keywords are words associated with an employee to identify roles, skills, certification or location. Keywords can be used to inform resourcing decisions and delimit report results.

  1. Open tools -> settings and click to open user keywords. Existing keywords are displayed in the table and the number indicates how many employees are associated with that keyword.
  2. Enter a new keyword in the field and click add.
  3. Or, click the edit icon, disable or delete icon.

Use keywords to tag employees

  1. Hover on tools, click user management and click an employee's name.
  2. On the employee's page, click the edit button on the personal details title bar.
  3. And, click the blue, linked keywords to open the list of existing user keywords.
  4. Click to select the desired keywords from the list.
  5. Or in the text field under keywords, type to enter words (when entering multiple words use a space between words without commas or any other punctuation). When you add a new keyword which has not been previously stored in the settings, it is automatically saved.
  6. At the bottom of the personal details section, click save.

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