How to Use Tags with Recognize

What Are Tags in Recognize?

Tags are used to categorize recognition for reporting purposes. For example, customer-facing operations may send/receive recognitions associated with a specific customer, and a tag can be used to note recognitions associated with one customer vs. another. Or, a company may want to track all recognition associated with specific initiatives, such as wellness or Employee Appreciation Day. With Tags, you can track all earned points across features like social Recognition or Tasks. See the below video for an overview of the Tags tab within the Company Admin Portal.

Creating Tags for your Organization

Tags must first be created by Company Admins in order for end users to be able to use them. To create Tags, follow the below instructions.

1. Select 'Menu' from the upper right corner of the page
2. Select 'Company Admin' from the drop-down menu
3. Select 'Tags' from the left side menu
4. Type in a name for your Tag in the box at the top of the page, then click the 'Create Tag' button
5. The Tag will then populate within the table, where you'll be able to check the box in the 'Recognitions' and/or 'Tasks' columns to indicate whether the Tag can be used for the respective feature
   
   
   
   

Applying Tags in Recognize

Tags can be applied to both Recognitions and Tasks within Recognize. For Recognitions, Tags will also show up on the Stream Page. To apply tags to Recognitions, start by logging in to your Recognize account. If you need help with logging in, see our guide: Having Trouble Signing In? Once you are signed in, you will first see the Stream Page for your company, which is where public recognitions will appear as they are sent.

1. From here, you'll select the 'Recognize' button in the top left main toolbar
   
   
   
   
2. This will take you to the recognition form page where, you can select a Badge by clicking on the '+' button
   
   a. After clicking the '+' button, a popup window will appear with all the different Badges you are are eligible to send, along with recognition criteria and point details for each
   
   NOTE: The Recognize Admins at your company create and determine what Badges you are eligible to send. To see a full Badge list with details on eligibility, you can visit the Badge tab in the top toolbar.
   
   b. If your company has chosen to implement Badge sending limits, you may see an allotment count to the right of the Badge description
   
   c. Your company may also require approval from an administrator or leader for some or all of your sent recognition Badges, and that will be noted to the right of the Badge description if this is the case
   
   
   
   
3. Once you've selected a Badge, you can choose a recipient or recipients for the recognition by entering either name, team, or email address in the field for 'Who do you want to Recognize?'
   
   NOTE: If you do not see an employee's name populate or are unable to send a recognition to a specific team, please contact your Company's Recognize Admin.
   
   
4. Next, use the 'Message' text box to type out your recognition message, which should include details of what the employee did to deserve the recognition, as well as the impact that person made - If your company's settings allow, you can also add Photos, Emojis, Files or Gifs here to make the recognition more fun and personal
   
   
5. You can then add Tags to your Recognition, which will help categorize the recognitions that are sent
   
   
   
   
6. Once you've submitted your Recognition, you'll be able to see the attached Tags on the Stream Page