How do I setup my People Directory's labels?

Every organisation needs to categorise their workforce for effective compliance management. This guide shows you how to create labels (roles, departments, locations and custom labels) in your people directory. Once configured, you can assign these labels to people and easily assign requirements to people with the same labels (e.g. assign safety training requirement to all Melbourne office staff).


What You'll Need:

  • Administrator access to the Kinatico Compliance portal
  • List of organisational structures you want to create (see categories below)
  • Understanding of your organisation's role names, department names and locations

Time Required: 1 minute per label

Understanding Organisational Labels

Before creating labels, understand how each category supports your compliance structure.


Role Label examples:

  • Job titles and positions (e.g., Safety Officer, Project Manager, Supervisor)
  • Functional responsibilities (e.g., Site Coordinator, Compliance Lead)

Department Label examples:

  • Operational divisions (e.g., Operations, Human Resources, Finance)
  • Functional areas (e.g., Safety & Compliance, Quality Assurance)

Location Label examples:

  • Physical sites (e.g., Head Office Perth, Site 1)
  • Geographical location - Country, State or City (e.g., Australia, New South Wales, Sydney)
  • Remote locations (e.g., Mobile Team, Home Office, Client Sites)

Group examples:

  • Project-based teams (e.g., Construction Team A, Maintenance Crew)
  • Group your workforce anyway you like

Step-by-Step Instructions



Step 1: Access the People Directory Settings

  • Navigate to People Directory in your administrator portal dashboard.

Step 2: Select Label Category

  • Click the +Add button
  • Select the appropriate category from the dropdown menu Roles, Departments, Locations or Groups

Step 3: Create New Label

  • Enter the label name in the text field

Step 4: Configure Label Details

  • Label Name: Enter the exact name as it should appear in people profiles
  • Description (optional): Add context for other administrators

Step 5: Save

  • Click Add

To verify the label is now available for people assignment:

  • Navigate to People Directory → Add Worker
  • Check that your new label appears in the relevant dropdown menu
  • Return to complete any additional labels needed
  • Test label functionality by creating a sample worker profile
  • Add your people to the directory

Common Questions

Q: Can I add a worker before setting up organisational labels? A: It's best practice to add all your labels before adding your people, but you can create new labels when following the steps to add a new worker.

Q: How many labels should I create initially? A: Start with the essential labels your organisation uses most frequently. You can add more labels as your compliance program expands and requirements become clearer.

Need Additional Help?

Still have questions? Contact us by selecting Get Help from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com

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