What is a tag?

A tag is a colored label you can assign to one or more employees. Each tag has a name (e.g., "new-hire", "engineering", "part-time") and a color to make it easy to spot.

Tags are workspace-wide, so everyone with HR access can see and manage them.

Why should you use tags?

Tags help you stay organized as your team grows. Without them, treating different groups of employees differently means a lot of manual work.

With tags, you can:

• Scope flows - Limit an onboarding flow to only employees tagged as "new-hire", or a development flow to "senior-engineer".

• Categorize employees - Group by department, location, contract type, or anything that makes sense for your organization.

• Filter quickly - Search and filter employees by tag to find who you're looking for.

How to create a tag

1. Go to Settings > Tags.

2. Click Create tag.

3. Enter a name (3-20 characters).

4. Pick a color - choose from red, orange, yellow, green, blue, indigo, or violet.

5. Optionally, assign employees to the tag right away.

6. Click Save.

How to assign tags to employees

There are two ways to assign tags:

From the tag settings page

1. Go to Settings > Tags.

2. Click on a tag to edit it.

3. Add or remove employees in the employee selector.

4. Click Save.

From an employee's profile

1. Open the employee you want to tag.

2. In the edit modal, use the tag selector to add or remove tags.

3. Click Save.

How tags work with flows

Tags are the primary way to scope flows to specific groups. When you create or edit a flow, you can select a tag to limit which employees receive that flow's milestones.

• No tag selected - The flow applies to all employees.

• Tag selected - Only employees with that tag get milestones.

When you add a tag to an employee, they automatically receive milestones from any flow scoped to that tag. When you remove a tag, their pending milestones are cleaned up.

This makes it easy to manage groups dynamically. For example, tag new hires with "new-hire" when they join, and your onboarding flow handles the rest.

Editing and deleting tags

• Click any tag in the list to edit its name, color, or assigned employees.

• Deleting a tag removes it from all employees. Any flows scoped to that tag will no longer match anyone until you update the flow's scope.

Tips

• Keep tag names short and descriptive.

• Use consistent naming conventions across your workspace (e.g., all lowercase with hyphens: "new-hire", "part-time").

• Review your tags periodically to remove ones that are no longer in use.

• Remember that changing a flow's tag scope automatically updates milestones for all affected employees.