Staying organized is essential for working efficiently. This article will show you how to use tags to improve structure and value in your workflows.
Areas of use
Tags can be created and applied to the following areas in the platform:
Depending on your needs, tags can be used to map skills, categorize recruitment types, or support any other structure your company works with.
Once you’ve added a tag, you can use it as a filter and search query throughout different parts of the platform. For example, you can quickly find all candidates associated with a specific tag, or guide your recruiters toward the right message templates.
Candidates
Tags can be added to candidates to help you organize your talent beyond the standard fields. This makes it easier to find relevant candidates based on specific criteria, topics, or skills.
Add tag(s) to a candidate
Candidate tags are added directly on the candidate card, which can be accessed either through the candidate bank or in a job process.
On the candidate card, you will find the Tags field underneath the contact details. Type in the tag you want to add and choose from previously created or create a new one.
Add tag(s) to multiple candidates
In the candidate bank or within a job process, you can enable bulk select and select the candidates you want to tag. Click ⠇More through the action menu and then Tag to find the option. All chosen tags will be added to the selected candidates.
Filter on candidate tags
Candidate tags can be added as a filter in the candidate bank or within a job process.
To do so, choose + Add filter and select the tag/s you’re after.
Groups can be used to grant access to a specific part of your candidate bank. The members will be able to access the candidates that match the criteria chosen for the group. Candidate tags can be used as criteria for this. Read more about this here.
Jobs
Tags can be added to your jobs to help you categorize them internally. This makes it easier to quickly find or group together similar roles.
Add tag(s) to a job
Job tags can be added when creating or editing a job, using the bottom menu bar. Click the Add tags icon, type in the tag you want to use, and either select an existing tag or create a new one.
Add tag(s) to multiple jobs
In the list under the Jobs tab, you can enable bulk select and pick the jobs you want to tag. Click Add tags through the action menu and select the tags you want to add to the selected jobs.
Filter on job tags
To filter on jobs with specific tags choose Tags in the filter section in the list of jobs. Choose the used tag(s) from the drop-down list to find the jobs.
Interview kit templates
Add tags to your Interview kit templates to help your team select the right ones for their recruitment processes.
Add tag(s) to interview kit templates
When creating an interview kit template, you will find the Tags section underneath the template name field.
Filter on interview kit template tags
When selecting an interview kit within a job, the template tags are searchable and displayed in the list, making it easy to identify which ones are relevant.
The tags will also be displayed in a column and available as filters under Settings → Templates → Interview kits.
Images
Tag the images uploaded to your company's image library to keep them organized and easy to find. This makes content creation more efficient by helping your team quickly locate the right visuals for your career site, job ads, and more.
Add tag(s) to an image
All images in the Uploaded section of your image library can be tagged. Simply hover over an image and select Edit. Here you can add one or more tags to organize your images for easy access later.
Filter on image tags
When accessing the image library across the platform, all available image tags appear as filters on the left-hand side, making it easy to find a specific type of image.
Career site posts
Tags can be added to posts created for your career site to help visitors filter content by topic. This allows them to easily explore more about your company and the different types of content you are sharing.
Add tag(s) to a post
When creating a post, you have a variety of settings available, including the option to add tags. You can choose from tags that have been previously created or used, or create new tags to organize your posts.
Filter on post tags
Visitors to your career site will see these tags as filters on your Posts page, allowing them to easily find topics they’re interested in.
Questions
When adding or editing a question, you can assign tags to it. These tags serve as keywords, making it easier to find and use relevant questions throughout the platform.
Add tag(s) to a question
When creating a question in a job application form or under Settings → Recruitment → Questions, you’ll see the option to add tags.
Filter on question tags
When setting up an application form, attaching questions to a message, or creating an interview kit, you can search for questions using tags as keywords to quickly find the most relevant ones.
Under Settings → Recruitment → Questions, the tags will be displayed in a column and available as filters to help you manage them.
Message templates
To ensure your team can find and use the most suitable message templates, you can assign tags to them.
Add tag(s) to a message template
When creating a message template under Settings → Templates → Messages, you'll find the Tags section.
Filter on message template tags
When applying a message template to a candidate, you can use tags to help find templates. The search function looks at these tags, making it easy to locate the most relevant message templates quickly.
Under Settings → Templates → Messages, you can also find the tags available as filters and displayed in a column on the page.
Tag manager
Tag manager is an overview of all existing tags in the account and can be found under Settings → Recruitment. Here you can create, edit, merge, and delete tags. You can also see how many times each tag has been used, as well as specific settings.
Add a new tag
You create your tags by clicking + New tag in the top right corner. Here, name the tag and decide in which part(s) of the platform it should be used, along with a color.
For eg. if you create a tag intended for Candidates, you will then only be able to use this tag when tagging candidates.
Edit / Delete a tag
Existing tags can be edited at any time. Simply click on the tag, make your updates, and save. The changes will automatically apply wherever the tag is used.
To delete a tag, use the Delete option at the bottom of the tag editor. Please note that deleting a tag will remove it from the Tag manager as well as from all items where it is currently applied.
Manage multiple tags
In your Tag manager, you will also find the Bulk select option in the top right corner, which allows you to handle several tags at once. You will see the following two options displayed in the action bar:
Merge tags that are similar to each other.
Delete several tags at once.
Tag settings
As a Company or Recruitment Admin, you can make general selections under Tag settings.
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 |
If you want to restrict the possibility of creating tags to Admin users only, you can switch this toggle on:
