Recruitment Marketing Public

Tags are a widely used and effective means of finding and segmenting candidates in your general CRM database. Recruitment Marketing makes it easy to create and add tags to candidate records and build both smart and static lists using those tags.

There are two types of candidate tags: Manual and ATS. Manual tags can be created, edited, added to, and removed from candidates. However, ATS tags are read-only as they are imported from the ATS, and they are not selectable on the candidate profile.

You can add manual tags at an individual candidate level or in bulk to many candidates simultaneously. New tags can easily be created when updating a candidate's profile, in addition to assigning existing tags.

Adding a tag to a candidate

1. From the side menu, under CRM, click Candidates.
2. Use the search options to find the relevant candidate.
3. Click the candidate's name to open their profile.
4. In the RM Tags field, type the new tag or select an existing tag from the drop-down that displays.
   
5. Press the Enter key to save it to that candidate.

Adding a tag to multiple candidates

1. From the side menu, under CRM, click Candidates.
2. Use the search options to find the relevant candidates.
3. Select the checkbox next to the relevant candidates.
4. From the actions bar, select Tag.
   
5. In the Tag Candidates pop-up, type out the new tag or select an existing tag from the drop-down that displays.
   
6. Click the Add Tags button to save and apply to the selected candidates.

For related information, refer to Creating a list.

Tagging during bulk candidate imports

When uploading candidates into Recruitment Marketing, the import file supports assigning a single tag per candidate at the time of upload. Uploading candidates with multiple tags in one import is not currently supported.

Once candidates have been successfully uploaded into the system, additional tags can be added afterward. These extra tags can be applied either individually on the candidate profile or in bulk using the tagging actions within the CRM described above.

Removing a tag from a candidate

1. From the side menu, under CRM, click Candidates.
2. Use the search options to find the relevant candidate.
3. Click the candidate's name to open their profile.
4. In the RM Tags field, click inside the field and press the Backspace key on your keyboard to delete the tag from the candidate profile.

When a tag is removed from a candidate, an entry will appear in the candidate timeline.

Removing a tag from multiple candidates

1. From the side menu, under CRM, click Candidates.
2. Use the search options to find the relevant candidates.
3. Select the checkbox next to the relevant candidates.
4. From the Bulk actions menu above the candidate grid, click Remove Tag.
5. In the Remove Tag from Candidates pop-up, select the relevant tag.
6. Click the Remove Tags button.

When a tag is removed from a candidate via a bulk activity, an entry will appear in the candidate timeline.

Tags configuration guide

Create a new tag

1. From the side menu, under Company, click Settings.
2. Under Miscellaneous, click Tags. Tags that have been previously configured will appear.
3. Click New.
4. Enter a Name for the tag.
5. Select what Kind of tag it is for.
6. Click Save.

Edit an existing tag

1. Find the relevant tag.
2. Click Edit (pen icon)

3. Update the Name of the tag.

   Note:

   Only the name can be edited.

4. Click Save.

Deleting an existing tag

1. Find the relevant tag.
2. Click Delete (bin icon).

Tags can only be deleted if they have not been attached to a Candidate, Image, Blog Post, or List. To otherwise remove unwanted tags, they should be archived.

Archiving and unarchiving tags

Archive a tag

1. From the side menu, under Company, click Settings.
2. Under Miscellaneous, click Tags. Tags that have been previously configured will appear.
3. Use the search options to find the relevant tags.
4. Select the Archive icon.

Archived tags will be hidden from Candidate profiles and the relevant drop-down options. This does not trigger a "Tag Removed" event.

Unarchive a tag

1. Use the search options to find the relevant tags.
2. Select the Unarchive icon.

Unarchiving tags returns them to previously tagged Candidate profiles and the relevant drop-down options. This does not trigger a new "Tag Added" event.