Tags

Tags are lightweight classification records used across HCM. A tag gives HR teams a controlled way to label records without creating a full new setup category for every reporting or grouping need.

Concepts

FieldMeaning
CodeThe short unique identifier for the tag.
DescriptionThe user-friendly meaning of the tag.
NotesExtra guidance about when the tag should be used.

Tags are useful for marking staff populations, process categories, role groupings, or internal HR classifications that need to be searchable and consistent.

Screenshot: HCM Tags list view

How To Create a Tag

  1. Go to HCM -> Setup -> Tags.
  2. Click New.
  3. Enter the tag Code.
  4. Enter a clear Description.
  5. Add Notes if users need guidance on when to apply the tag.
  6. Save the record.
  7. Confirm that the tag appears in the Tags list.
Screenshot: New Tag form with Code, Description, and Notes fields