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?
Tags are created and can be applied to the following areas in the platform:
Jobs*
Candidates
Interview Kits
Images
Posts
Questions
Pages
Message templates
*including job templates
The tags can reflect your values, hard skills, recruitment types, or whatever suits your company’s needs. 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 for eg. 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 them 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 their Sales department. To ensure the recruiter uses the right questions, all sales-related questions have been tagged with the tag sales. So, when adding questions to the new process, the recruiter will only have to search for "sales", and all appropriate questions 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 speak German. Luckily, the recruiters have tagged all their German speakers with the tag german. This means they just have to head over to their candidate bank, open up the tag filter, and apply the appropriate tag.
What is the Tag manager?
The Tag manager is an overview of all of the existing tags in the account. Here you can create, edit, delete, merge, and see how many times each tag has been used. You find your Tag manager under Settings in the Recruitment section.
Add a new tag
You create your tags by clicking + New tag in the top right corner. Here, name the tag and decide what it is intended for as well as choose which color the tag should have.
For eg. if you create a tag intended for Candidates, you will then only be able to use this tag when tagging candidates.
Edit or delete a tag
Accidentally misspelled a tag? Don't you worry! Click the tag in Tag manager and make your update. Once saved, the tag will be updated in all places it’s being used.
If you want to remove a tag, simply click on it and you’ll find the Delete option at the bottom in the tag editor. Keep in mind that when you delete a tag it removes it from the Tag manager and all places it is being used.
Bulk handle tags
In your Tag manager, you will also find the Bulk select option which allows you to handle several tags at once.
Merge tags that are similar to each other by selecting these tags and clicking Merge. Choose the tag you want to keep and merge the other tags into and click Merge tags.
You can also delete several tags at once using the Delete option.
Tag settings
As a Company or Recruitment Admin, you can add specific tag settings in Tag manager:
Tag format
By setting a tag format, you can transform all tags into a specific format, overriding how the tag was initially added.
Format | Description | Example |
Lowercase | Transform all letters to lowercase | awesome, go getter, bread and butter |
Uppercase | Transform all letters to UPPERCASE | AWESOME, GO GETTER, BREAD AND BUTTER |
As written | Store tags as written | Awesome, Go-getter, Bread and Butter |
With hyphens | Tags will be lowercase and if containing multiple words they'll be separated with-hyphen | awesome, go-getter, bread-and-butter |
Capitalize | Make the first letter uppercase and the rest lowercase | Awesome, Go getter, Bread and butter |
Capitalize all words | Works similarly to capitalize, but will make every word's First Letter uppercase | Awesome, Go Getter, Bread And Butter |
Restrictions
If you want to restrict the possibility of creating tags to Admin users only, switch this toggle on:
