# Creating & adding tags/notes to an employee

## How to create and add tags or notes to an employee

Written by Ben Team  
October 23, 2025

## Need to organise your team or link employees to specific programmes or benefits? You can easily create and manage **tags** and **notes** in the Ben Admin Portal.

Both tags and notes can be connected to certain programmes or benefits — meaning employees can be automatically enrolled once a matching tag or note is added.

If that applies to your setup, it’ll have been configured during your onboarding or benefits setup process.

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## Creating a Tag

If the tag you want already exists, you can skip ahead to **Assigning Tags**.

To create a new one:

1. Go to the **People** tab.
2. Search for the employee you’d like to create a tag for.
3. Click into their profile.
4. Select **Edit** (top right, next to _Basic Information_).
5. Find the **Tags** dropdown menu.
6. Start typing your new tag’s name.
7. Click **Create** on the right-hand side to add it.

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## Assigning a Tag

To assign an existing tag to an employee:

1. Go to the **People** tab.
2. Search for the employee.
3. Click into their profile.
4. Select **Edit**.
5. In the **Tags** dropdown, choose the tag you’d like to assign.

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## Assigning Tags in Bulk

Got a bunch of employees to tag at once? You can do that using a CSV file.

1. Go to the **People** tab.
2. Click **Import Users**.
3. Select **Download CSV** to grab the template.
4. Fill in the required details (like name and email).
5. Add the relevant tag(s) under the **tags_list** column.
6. Save your file and re-upload it to Ben.

Once uploaded, your tags will automatically apply to the right users.

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## Creating Notes

If your company uses **notes** as part of benefits or programmes, that setup will already have been discussed during onboarding.

Notes can also be added when importing users via a CSV file — though keep in mind they won’t appear in the Ben Admin Portal itself. They’re mainly used behind the scenes to connect employees with certain programmes or benefits.

To add a note:

1. Go to the **People** tab.
2. Select **Import Users**.
3. Click **Download CSV** to open the template.
4. Add your note in the **note** field for each user.
5. Save and re-upload your file to apply the updates.

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If you have any questions or get stuck, our Support Team’s always here to help. Just give us a shout — we’ve got your back. 🙌

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