Tags overview
Updated
by
Leigh Hutchens
Benefits of using tags
Tags are containers for various properties that can be linked to shift types, individual shifts, or punches. Similar to cost center codes, project codes, and account codes, tags can be connected to shift types but offer additional functionalities. The key benefits of using tags include:
- Enhanced time tracking: Tags enable detailed tracking of time spent on various activities, leading to improved accuracy in time reporting and billing, simplified financial follow-up, and the ability to perform project ROI calculations.
- Improved cost control: By setting an hour budget on a tag, you can better manage and control costs.
- Fraud prevention: Tags support geofencing, helping to reduce the risk of time reporting fraud.
- Robust system integrations: Tags facilitate deeper integrations with CRM and ERP systems, enhancing data synchronization and process automation.
Tag properties
Tags can be configured at either the global (domain) level, making them usable across all units, or at the unit level. A tag set at the domain group ID level is considered a global tag.
Tags can include the following properties:
- Tag name: A free text field with a maximum of 255 characters for describing the tag.
- Tag category: Each tag must belong to a specific tag category.
- Tag external ID: Used for integrations to identify the tag in Quinyx.
- Tag code: This is the value assigned to cost center, project, or account categories.
For tags in the "Extended" category, additional properties are available:
- Information: A free text field allowing up to 68,000 characters for detailed information.
- Tag start and end dates: Shifts cannot be created before the tag's start date or after its end date.
- Overlap flag: When set to TRUE, this flag prevents shifts using the tag from overlapping, which is useful for scheduling unique resources.
- Coordinates: Tags with geographic coordinates can enforce geofencing when employees punch in through the mobile app. Tags can include multiple coordinates.
- Tag periods: These define budgets with start and end dates and the number of hours expected to be scheduled within a specific period. Tags can have multiple periods, allowing for adjustments in available hours over time.
- Custom fields: Custom label/value pairs can be added to tags, such as "Customer name: Quinyx". You can define as many custom fields as needed.
Tags follow-up view
The tags module includes a follow-up report in the Analytics section. This report allows you to analyze data based on budgeted hours, scheduled hours, and punched hours for selected tags over a defined period. For more details, refer to the Tags follow-up view.
