Tags are short labels you attach to a candidate so you can group and find people your own way, by skill set, license, education, or anything else that matters to your business. For example, if an applicant holds a Series 7 license but you are not hiring for that today, tag them "series7". When a matching role opens, you can pull up everyone with that tag in seconds.
Add a tag from the Workspace panel
- Open the candidate's profile.
- In the right-hand "Workspace" panel, find the "Tags" section.
- Click "Add", type your tag, and confirm.
Tag many candidates at once
- Go to Candidates in the left sidebar.
- Check the box next to each candidate you want to tag.
- In the bottom toolbar ("N selected"), click "Tag" and enter the tag.
This is the fast way to label a whole group, like everyone from a hiring event.
Tag while writing a note
On the "Notes" tab you can add a tag inline by typing "#" in front of a word. So a note mentioning "#sales" and "#manager" adds those as tags to the profile as you write. You can also use "@" in notes to mention a teammate.
Tip: Keep your tags short and consistent, for example always "forklift" rather than sometimes "fork-lift". Consistent tags make searching and building a Talent Pool far easier down the road.