Group and filter people with tags
- Who
- An Owner or Admin creates tags
- Where
- Team/Org › Settings › Manage Tags
- Used in
- Every filter, Analysis lists and Team Builder
- From HR systems
- Any HR field can become a tag
A tag is a label you put on people, analysis lists or Team Builder teams. Use tags for any grouping your departments don't cover, such as a client, a role, a programme or a cohort. Every filter in MuchSkills can then narrow a view to that group.
How it works
You create tags once, then attach them in three places:
| Tag on | Where you add it | What it helps with |
|---|---|---|
| People | Team/Org › Settings › Manage Members | Filtering any view to a group, such as a client team or a cohort |
| Analysis lists | The list's settings in Team/Org › Analysis | Grouping lists, for example all leadership lists |
| Team Builder teams | The team's settings in Team Builder | Finding teams and projects later, for example all teams for one client |
Tags then work in the filters across MuchSkills: Members, Overview, Departments, Analysis, Reports, Discover and Team Builder. Manage Tags shows how many people, lists and teams use each tag.
Before you start
- Role: Owner or Admin.
- Agree a short list of tags. Decide which groupings you need and how to spell them, so the same group never has two tags.
- Check your HR system. If a field there already holds the grouping, sync it as a tag instead of tagging people by hand.
Steps
Create a tag
- Open Manage Tags. Go to Team/Org › Settings › Manage Tags.
- Click New Tag.
- Name it. Type a name of up to 32 characters, for example Trainees.
- Choose who sees it. Leave Make Tag private on No, or set it to Yes to hide it from people with the Member role. Private tags are only visible to the Admin and Analyst roles.
- Click Save. The tag appears in the list.
Team/Org › Settings › Manage Tags.
Tag people
- Open Manage Members. Go to Team/Org › Settings › Manage Members.
- Open a person. Click their name. Their profile opens on the right.
- Add tags. Under Assigned tags, click Search for Tags, type and pick a tag. Type a new name to create a tag on the spot.
- Check the row. The person's tags show under their row, next to a # sign.
Let people manage their own tags (optional)
- Turn on self-service. In Manage Tags, set Employees can add and remove their own tags to Yes. People can then add and remove tags in Profile Settings › Teams.
Tag lists and teams
- Tag an analysis list. Open the list in Team/Org › Analysis, click the gear icon, add Tags and click Save.
- Tag a team. In Team Builder, open the team's settings and add tags.
Filter by tags
- Open a filter. In any view with a filter, such as Team/Org › Members, open Filter and go to Tag.
- Pick tags. Click one or more tags. Under Boolean, choose AND to match all picked tags, or OR to match any of them.
Check it worked
- Manage Tags shows the number of people, analysis lists and teams for each tag. Click a number to open that view filtered by the tag.
- Filtering Team/Org › Members by the tag shows the people you tagged.
Keep tags tidy
- Rename a tag. In Manage Tags, open a tag's three-dot menu, choose Edit, change the name and click Save.
- Remove a tag. Choose Remove in the same menu and confirm with Yes, remove. The tag disappears from everyone and everything it was on.
- Sort and search. Sort by name, Created At or Amount of members, or search by name.
Tags from your HR system
Tags can come from your HR system and stay in step with every sync. Any field can become a tag, for example legal entity, team or cost centre. Agree the fields with us when the integration is set up. Synced tags show a dash under Created By in Manage Tags. Change them in your HR system, which stays the source of truth. See How HR integrations work.
Tips
- Use a tag for a client, a department for structure. People change clients more often than departments.
- Combine tags with other filters. A tag plus a skill filter shows, for example, every Java expert working for one client.
- Use tags in analysis. Filter an analysis list by a tag to see the gap for a cohort, such as all team leads.
- Make sensitive groupings private. A private tag keeps a grouping visible to Admins and Analysts only.
Troubleshooting
| What you see | Why | What to do |
|---|---|---|
| Tag already exists | A tag with that name is already in Manage Tags | Use the existing tag |
| Name is mandatory | The name field is empty | Type a name |
| Tag is already assigned | The person, list or team already has that tag | Nothing to do |
| The Tag filter is missing | No tags exist yet in your organisation | Create a tag in Manage Tags |
| People with the Member role can't see a tag | The tag is private | Set Make Tag private to No if everyone should see it |
| Employees can't change their tags | Self-service is off | Set Employees can add and remove their own tags to Yes |
| A tag returns after you remove it from someone | It is synced from your HR system | Change the field in your HR system |
Frequently asked questions
What is the difference between a tag and a department?
A person belongs to one department, which usually mirrors your organisation chart. A person can have many tags, so tags suit groupings that cut across departments, such as everyone working for one client or everyone in a leadership programme.
What are good examples of tags?
Client names, roles such as Project Manager or Team Lead, programmes such as Trainees, or project groups. Anything you want to filter by that your departments don't show.
Who can see a tag?
Everyone in your organisation, unless you make it private. A private tag is hidden from people with the Member role and only visible to Admins and Analysts.
Can employees tag themselves?
Only if you allow it. Turn on Employees can add and remove their own tags in Manage Tags. People then manage their tags in Profile Settings › Teams.
Can tags come from our HR system?
Yes. Any field your HR system sends, such as legal entity, team or cost centre, can become a tag that stays in step with every sync. Agree the fields with us when you set up the integration.
Can I filter by more than one tag?
Yes. Pick several tags in the Tag filter and choose AND to see people with all of them, or OR to see people with any of them.
What happens to a tag when I remove it?
It is removed from everyone, every list and every team that had it. This can't be undone, so check the counts in Manage Tags first.