Positions: Assign Directly vs. Assign using Tags
In most cases, Assigning People directly to Positions in a Team is the easiest and most flexible way, but if you share positions across multiple services, Assigning Using Tags can help you link them together.
The simplest way to describe each of these methods is as follows:
- Assign People Directly - Unique Teams - Use when your teams are different for each Service Type. This is the simplest way and the default option that allows you to just choose people.
- Assign People Using Tags - Shared Teams or Strict Criteria- Use when you have teams that serve in multiple Service Types, teams where one group of people can serve in multiple positions, or teams that are assembled by what tags they are assigned to rather than choosing people directly (like ensuring that all people have a background check, and have received training).
Change Team Setting
To get started, just edit the Teams within your plan, and under Assign People to Positions, choose Directly or Using Tags .
If you've already assigned your people using Tags, you can safely switch to Directly and all the people that were assigned from Tags will be assigned Directly for you at that time. If you switch back, your previous criteria will be remembered, but any people you have assigned that don't meet the criteria will be unassigned.
Positions: Assign People Directly
Assigning People Directly to Positions is the simplest way because you can see, add, and edit the actual people assigned to each position right from there. Unless you have a good reason to use the other method, we recommend you choose Directly.
Searching for people to assign.
Because positions use a search box, they are much more flexible. In addition to typing a person's name, you can type the name of another position in any service to copy all the people that are assigned to that position.
You can assign many people to your position in the edit position box shown above, or you can add a person directly to a position from their profile page as shown below.
Troubleshooting "Tag" Teams
Assigning people to Tags can assign them to a bunch of teams all at once. If you look at the Teams section on someone's profile and there are a lot of teams that shouldn't be there, most likely it's because those teams are set up as "Tag' teams and the criteria is just wrong.
Let's say you have many teams all set with the following criteria:
Background Check (any)
That means any person in your account that has a Background Check tag is now assigned to this Position. That might be way more people that you want. To fix this you have a couple of options:
- Add additional criteria to each position. You will need to find each team and each position that is set incorrectly and edit the position's criteria so that the requirement is "Background Check (any)" AND something else. You could also change "Background Check (any)" to a specific tag like "Background Check (Complete)".
- Change the team from a Tag Team to a Direct Team. Edit the Team itself and in the "Assign People" section, choose Directly. Then you'll be able to edit each position and see all the specific people assigned to it so you can remove them without worrying about Tags at all.