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Create and Manage Labels

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Written by Michael Ho

Within this article, Performance administrators can create labels that can be used in performance items such as goals, competencies and development objectives. Labels acts as folders to help administrators categorise similar performance items for reporting purposes.

How to Create a Label?

To create a label:

  1. Navigate to Administration > Performance > Labels

  2. Click Add New Label

  1. Enter the label details, including:

  1. Name: Enter the name of the label.

  2. Description: A brief description of the label.

  3. Visible: Options 'Yes' or 'No' allows you to decide if the label will be visible to users.

  1. Click Save

How to Enable Labels in the Appraisal Template?

Before the label is available in the appraisal, admins will need to enable labelling in the relevant section:

  1. Navigate to Administration > Performance > Appraisal Setup

  2. Click Appraisal Settings

  1. Select the Appraisal Sections tab

  1. Click on the Edit icon for the relevant section

  1. Click Appraisal Section Settings

  1. Under Section General Setting > Tick 'Labelling is active'

  1. Click Save

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Labelling is currently only available for the sections below:

  • Goals

  • Competencies

  • Development Objectives

  • Questions

  • 360 Questions

Updating Section Items with Labels

Once the Label has been created and is active within the appraisal section, it can be selected from the drop-down menu labelled "Label".

To edit a label within a section:

  1. Navigate to Administration > Performance > Appraisal Setup

  2. Click Appraisal Settings

  1. Select the Appraisal Sections tab

  1. Click on the Edit icon for the relevant section

  • Performance administrators: Admins will be able to view and select a specific label from the 'Label' menu when adding items to the section.

  • Employees: Employees will also have access to the 'Label' menu when adding items to their appraisal, allowing them to categorise items based on the available Labels.

    • Adding an item from the library

    • Adding a custom item

How to Delete Labels?

Labels can only be deleted when it is unlinked from any appraisal goals, development objectives, or competencies.

To delete a label:

  1. Navigate to Administration > Performance > Labels

  2. Click Delete

  1. Confirmation will be displayed 'Do you really want to delete this item?' > Click OK

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When a label is already assigned to an appraisal template section, attempting to delete it will result in an error message.

To remove the label successfully, admins will need to edit each appraisal template using the label that needs to be deleted. Edit the relevant sections and select a different label to replace the current one.

  1. The Label will be successfully deleted.

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For reporting purposes, labels will not be deleted from existing employee appraisals where they have been used.

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