You’ll probably never hear anybody arguing against the importance of staying organized when being efficient. This is why you will want to learn all about tags to level up your Teamtailor game!
What is a Tag?
You can create tags and apply them on candidates, jobs, blogpost, questions, and jobs/message templates. The tags can reflects your values, hard skills, recruitment types, or whatever that suits your company’s need. This is what’s so great about tags, you can use them for pretty much everything!
Once you’ve added a tag, you will then be able to use it as a filter when working on your recruitment. This means you can use it as a way to find all candidates under tag x, or help your recruiters know which message templates to work with for your sales processes.
How can you utilize tags?
Tags are super versatile, and will most likely work for the use case you have. This is because tags will not only create order, they will also allow you to use as a filter and in searches. As an inspiration, let’s look at two examples:
Search: Use tags to find the right questions
In this example, the company is about to start a new recruitment process within Marketing. To ensure the recruiter uses the right questions, all marketing related questions has been tagged with the tag marketing. So, when adding questions to the new process, the recruiter will only have to search for marketing, and all appropriate questions gets line up to choose from.
Filter: Find candidates with the right skill
Imagine the scenario when you are looking for a candidate with a specific skill, in your well-filled candidate bank. In this example, the company is looking for all candidates that speaks German. Luckily, the recruiters have tagged all their German speakers with the tag
German, which means they just have to head over to the candidate bank, open up the filter and apply the appropriate tag.
What is the Tag manager?
The Tag manager is a place where you create, edit, delete, merge and see how many times your tags are used. You find your Tag manager in Settings under Applicant tracking. Here you can see all of your tags, presented in a A-Z order. They are searchable and you can see how many times they’re used in the parenthesis (0) next to them.
Add a new tag
You create your tags by clicking on the top right corner ➕ Add tag. Here, name the tag and decide what it is intended for (candidate, jobs or blog posts) as well as chose which color the tag should have.
☝️ If you create a tag intended for Candidates, you will then only be able to use this tag when tagging candidates.
Edit or edit a tag
Accidentally misspelled a tag? Don't you worry. Click the tag and update whatever you need to update. Once saved, the tag gets updated in all places it’s been used!
If you want to remove a tag, simply click in it and you’ll find the delete option in the tag editor. Keep in mind that when you delete a tag it removes it from the Tag manger and also from all of the places it's used.
Bulk handle tags
In your tag manager, you will also find the Bulk select option which allows you to handle several tags at ones. With this option, you can delete several tags at once and merge tags.
Merge tags that are similar to each other and you do so by selecting the tags you want to merge and click Merge selected tags. Select the tag you want to keep and merge the other tags into, and click Merge Tags.
As a Company admin, you can add some specific tag settings.
By setting a tag format, you can transform all tags in to a specific format, disregarding of how the tag was added.
will transform all letters to lowercase
awesome, go getter, bread and butter
will transform all letters to UPPERCASE
AWESOME, GO GETTER, BREAD AND BUTTER
will store tags as written
Awesome, Go-getter, Bread and Butter
tags will be lowercase and if containing multiple words it'll be separated with-hyphen
awesome, go-getter, bread-and-butter
makes the make first letter uppercase, and the rest lowercase
Awesome, Go getter, Bread and butter
Capitalize all words
works similar to capitalize, but will make every words First Letter uppercase
Awesome, Go Getter, Bread And Butter
If you want to restrict the possibility of creating tags to Admin users, simply switch this toggle on: