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​​​​​​​How Do I Use Tags to Help Find and Organize Candidates in Recruiting?

Describes how to add tags to a candidate's record.

This article is for administrators.

 

Overview

A tag is a keyword you can add to a candidate's profile to save time searching for candidates to match specific jobs. 

Adding the right keywords to your candidates simplifies rediscovering applicants and helps you manage and organize important information.

Standard Users, Staffing Users, and Administrators can add one or multiple tags to a candidate.

Tags appear next to a candidate's name on a candidate's profile screen.
Shows the Add a Tag link and tags on a profile screen

Taking the time to tag candidates now will help a lot in the future. As you continue to add tags, you and your team create a search system and a helpful collection of information to use when new jobs open up.

Sample tag categories:

  • Skills: C++, HTML5
  • Location: Tokyo or San Francisco
  • Certificates: CISSP, PMP
  • Clearance Levels: SCI, SSBI

How Do I Add a Tag to a Candidate's Record?

  1. Log in and go to People > Hiring > Applicant Tracking. The Active Jobs screen appears. 

Shows the menu as described.

  1. Click the job and then click the candidate's name. Their profile screen appears.

Shows the candidate profile screen with the Add a Tag link

  1. At the top, next to the candidate's name, click Add Tag. The Add a Tag popup window appears. 
  2. Enter a tag and hit Enter. As you type, suggestions appear based on previous entries to reuse.
  3. When you finish adding tags, click the X, and the window disappears, and tags appear at the top of the profile screen.

Notes: 

  • Suggestions appear based on other tags that were added.
  • If there are more than three tags on a candidate record, click More... to add more tags.

How Do I Search for Candidates with Tags?

  1. Log in and go to People > Hiring > Applicant Tracking. The Active Jobs screen appears. 

Shows the menu as described.

  1. On the top left, click the Search field and select Candidate Search.
  2. Click Advanced Search to open the Search Options toolbar. 
  3. In the Tags field, enter or select the tags you want to apply as filters.
  4. Specify any other criteria to filter, then click the Magnifying Glass icon. Candidates appear if they include the tags you selected.



 

 

Updated: August 27th, 2025 3902 views


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