Tags are our smart way of organising and annotating your applicants. Good tags will become shorthand for notes and will help you quickly find applicants later.

We recommend agreeing your tags upfront with your team. It is better not to use too many tags, aim for less than 10 and avoid hyphens or special characters and use simple, memorable, single words.

What tags should I use?

You can tags each applicant however you see fit. Our customers have added tags to identify which department the job advertisement was for. For example: Customer Service, Marketing, IT etc. Or to identify the stage of the recruitment process. For example: Shortlisted, Contacted, Interview and so on.

Creating Tags

   1. Select your name from the top-navigation and a drop-down menu will appear

   2. Select Tags:

   3. From the Tags page there is a section labelled Create new tag

   4. Enter the name of your tag. (Advice about creating tags)

   5. Finish by selecting the [Add tag] button

Adding Tags

   1. Select the relevant applicant

   2. Type the name of the tag in the ‘Tag’ section on the right-hand side.

   3. Finish by selecting the [Add tag] button

Editing Tags

   1. From the Tags page select the appropriate tag and the tag will change state to become editable

   2. Change the name of the tag ensuring it has not been used already

   3. Finish by selecting the [Save] icon

Removing Tags

   1. From the Tags page scroll to the bottom where you’ll see the Archived section.

   2. Select the appropriate tag and the tag will change state to become editable

   3. Finish by selecting the Un-Archive button. (The tag is now ‘live’ and still tagged to all past applicants)

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