Permissions: Job Admins, who can create, edit, and delete job posts, and Site Admins
Product tier: Available for all subscription tiers
With Auto-Tag, you can set up Application Rules so that will automatically assign a certain tag to a candidate based on their answers during their application. You can then use these tags to filter the All Candidates page to get a more specific view of your available candidates.
Example: For the custom job post question, "What cities are you available to work in?", you can configure Auto-Tagging so candidates who answer Boston are automatically tagged with Available for Boston.
Create custom candidate tags
Note: To create custom candidate tags, Job Admin users must also have the user-specific permission Can manage company metadata.
Navigate to the Custom Options page and select Candidate Tags. (Configure icon > Custom Options > Candidates Tags)
Click Create New Candidate Tag.
Enter a label for your tag and click Create Candidate Tag.
Create a custom job post question
After you create a custom candidate tag, you'll need to add a custom job post question that will be associated with your application rule.
- Single select
- Multi select
Navigate to the Job Posts tab for the job where you want to assign tags. (Jobs > select a job from the list > Job Setup > Job Posts)
Click the Edit icon next to the job post.
Scroll down the page to the Custom Application Question section and click Add Custom Question.
Enter your question in the text field and choose the question type.
Note: Remember, auto-tagging rules can only be used on Yes/No, single-select, and multi-select question types.
If you chose a single-select or multi-select question, list the response choices in the Options field. When you have finished, click Add.
Scroll to the bottom of the Edit Job Post page and click Save to confirm the changes.
Create an auto-tag application rule
After you create a custom tag and define an application question, you'll create an application rule that will automatically tag any matching candidates.
To create a new rule, stay on the Job Posts page on a job, and click Manage Rules in the Application Rules column.
Note: This button will have a different label (such as 2 Rules) if you previously added application rules.
Click Add a Rule. If you want to modify an existing rule to auto-tag candidates, click the Edit icon instead.
Select your job post question and the candidate's response in the top half of the page. Then, select the Tag checkbox.
Select the correct tags from the dropdown menu. You can select more than one tag.
When you're finished, click Save.
View auto-tagged candidates
You can view any automatically tagged candidates by selecting the tag in the Candidate Tag filter on the Candidates page.
For more detailed information on filtering candidates, click here.