This tutorial will provide you with an overview on adding and managing Employee Tags in Axxess HomeCare. The Tagging feature may be used in several areas within the system including: Messaging, Employee Center, Schedule Center. Several Reports also allow for filtering and/or displaying associated tags.
Employees-> Employee Center
Search and locate the desired employee.
Once you have Selected the employee their Employee Chart displays to the right. Select Edit to navigate to the employee information section.
Information Tab-> Other Information Section->Tags.
To associate a tag to the employee begin typing the name of the tag. A filtered list of existing tags will appear to select. If a matching tag doesn't currently exist a new one may be added by simply typing the name and hitting the enter key. Once added it will be an available selection for clients and users.
Tag examples include:
Tags may be added or deleted as needed.
Areas you can use tags:
Messaging: From Your Dashboard Go to Messages-> Compose Mail
To send a message to all users associated to a tag, simply begin typing characters of the tag. The list of Tags will populate for you to select from.
User Search:
Employees->Employee Center
Filter employee results to only those with one or more tags by entering the tag/s in the Tag filter.
Schedule-Schedule Center-Employee
Communication Notes
Clients->Client Center-> New-> Communication Note
If the user needs to send a communication note to a specific group a tag may be selected.
Reports:
A tag parameter exists for several reports. This will limit the results to just those associated with the tags selected An Example of this is the "Employee Roster Report" You have the option to choose what tags you want to select to filter into the report when running.
This completes the Tutorial on Employee Tags.
