Tagging a Candidate Using Workflow

Recruitment Marketing


As well as creating and adding candidate tags manually, it is possible to add tags automatically using the Workflows tool.

You can set up a workflow that automatically tags candidates who match a particular set of criteria. For example, candidates who apply to an engineering job can be automatically tagged as engineer. The tagging step can be created as follows:

  1. From the side menu, under CRM click Workflows.

    Screenshot of Workflows screen

  2. Either click to edit an existing workflow, or create a new one.
  3. On the Workflow page, setup the Workflow trigger and any required steps.
  4. Click the New icon to add the Tag candidate workflow step.

    Screenshot of new workflow with add workflow step circled

  5. From the What kind of workflow step would you like drop down, select Tag candidate.
  6. From the What would you like to tag this candidate drop down, select the required Candidate tag, for example Engineer. *

    Screenshot showing new workflow step of type tag candidate

  7. Click Save and return to the Workflow screen.
    The new Tag candidate step will display in the flow.

    Workflow screen showing trigger and tag candidate workflow step

* Note: Only tags which have already been created and assigned to one or more candidates in the CRM will display. To add a new tag to the dropdown, you will first have to create and assign that tag to a candidate via the candidate modal (below) or full profile. For more information refer to Adding a tag to a candidate.

Screenshot of candidate modal with Tag field circled

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