When new users are loaded into the platform, structure tags are automatically assigned based on the data in the employee census file or HRIS sync.
To edit or add a new structure tag, navigate to the Tags page in HR Panel, click 'Structure tags'.
Structure tags are organized by structure level or a type of structure tag. To rename a structure level, click the pencil icon next to the structure level.
At least one type of structure tag is required during account registration. To require a structure level tag, select "Required during registration".
To keep structure tags hidden from regular users, select "Keep it hidden".
If you want your local admins to see employees within specific structure levels in the Manager Panel (beyond their direct reports), please talk to your Cooleaf CSM to have this feature activated on the backend. Once activated, admins can select which structure levels local admins cannot view by selecting "Local admin restriction" on the HR Panel. Please note, if left unchecked local admins will only see employees within their specific tag in that respective structure level.
To allow multiple tags within one structure level to be added to employees, select "Allow Multiple Tags". If this box is left uncheck any census updates or HRIS syncs will overwrite the tag in that structure level for that employee.
If you would like to modify the required settings for your structure tags, please contact Cooleaf Support.
Edit or remove structure tags by clicking the pencil or 'X' icons. Any changes to the name of a structure tag will be reflected across the whole platform.
Clicking the 'X' icon archives the tag. Archiving a structure tag means that the tag will be removed from any users associated with this tag.
If you delete a required structure tag, you will be prompted to assign a new structure tag to any users with that tag.
Add a new structure tag by clicking Add tag.
