Tagging Candidates

In PeopleFluent Recruiting, a “tag” is a word or phrase that you can use to identify a group or characteristic. When you assign a tags to candidates, you organize them as being a part of that group or having that characteristic.

For example, a candidate with marketing experience may be referred at a time when you do not have a marketing position available. You might add the tag “marketing” to that candidate's profile. When you are ready to hire for a marketing position again, you can search or filter “marketing” and PeopleFluent Recruiting will generate a list of all your candidates with that tag.

Anyone can see and filter by tags, but only hiring managers can add them to a candidate's profile.  Tags can be created on the fly for a position or in Recruiting Preferences.  Please see System-Wide Tag Set Up for additional information.

Adding Tags to a Candidate's Profile

You can add a tag to a candidate from their profile. The tags you have added will appear in the Details section of the profile view.

  1. Open the candidate's profile.
  2. Scroll to Tags in the Details section on the right-hand side of the window.
  3. Click + Add tags.
  4. Type the name of the tag or scroll to find it on the list of options.
  5. Click the correct tag in the list — it will be added to the top of the Tag Candidate box.
  6. Add as many tags as you need and click Save.

If you don't see just the right tag on the list, just type a name for your tag, then click Create a new tag to save it.

To remove tags from a candidate's profile, click the X on the tag.

Finding Candidates Using Tags

To filter for a tag:

  1. Click Candidates in the left sidebar or open the Candidates view of any position.
  2. If needed, click the filter button  near the top-left corner of the window to display Filtering Options.
  3. Locate the Tags filter option and click the check box to select it.
  4. Click the Select Option drop-down field and choose the correct tag.
  5. Click Apply Filter. The list will display candidates who have the selected tag.
  6. If you would like to filter for multiple tags, click + Add Filter under the Tags filter options and choose another tag.

Powered by PeopleFluent