Overview

iCIMS' Applicant Tracking (formerly Recruit) supports adding searchable tags to the profile card of a Person or Recruiting Workflow Profile to simplify candidate management.

Recruiters and other users can add specific attributes to a candidate’s profile to reflect information about their skills, fit, or experience level, and these tags are searchable for users with appropriate permissions, allowing them to identify similar candidates.

Users can add tags to a candidate from a Person Profile or from a Recruiting Workflow Profile; however, the tagging will always be on a per-candidate basis, not a per-job basis.

Note: For information on using tags in iCIMS' Text Engagement (formerly TextRecruit), review the iCIMS' Text Engagement: Adding and Managing Tags article.

Adding Tags to a Candidate Profile

1. Navigate to the desired candidate's Person Profile or Recruiting Workflow Profile via quick search or full search.
2. Click the Tags tab, which is located to the right of the Activity Tab where the Recent Activity Feed is hosted (below the profile card on the Candidate profile).  Any currently-assigned tags will display.

3. To add a new tag, click into the Type to add new tag field at the top of the tab. Begin typing the tag that should be added or review the available list to locate the tag.

• Note: Tags can also be added by clicking Edit on the Person or Recruiting Workflow Profile’s Contact Tab, and then locating the Add Tag link within the Tags field.

4. Click the tag to add it to the candidate’s profile.

• If a user has permission to add tags and create new tags, the user can select from existing values or add a value to the tags list on the fly. Note that the tags list is system-wide.
• If a user has permission to add existing tags but not to create new tags, the tag list displays tag values that the user can choose, but the user cannot add new values to the list.
• If the user has permission to view but not to add or create tags, the tags that others have added display, but none of the editing options are available.

Tips:

• Tags as short as one character can be added. The maximum length of a tag is 50 characters.
• Tags can be added to a profile in any order, but automatically display in alphanumerical order after the page refreshes.

Deleting Tags from a Candidate Profile

1. Navigate to the desired candidate's Person Profile or Recruiting Workflow Profile via quick search or full search.
2. Click the Tags tab, which is located to the right of the Activity Tab where the Recent Activity Feed is hosted (below the profile card on the Candidate profile).  Any currently-assigned tags will display.
3. Click the X beside a tag to delete it.

• Note: Tags can also be deleted by clicking Edit on the Contact Tab on the Person or Recruiting Workflow Profile, then locating the X on the right side of the tag within the Tag field.)

Managing Tags on Multiple Candidate Profiles

Users with bulk editing permissions can bulk add, overwrite, or delete tags.

1. Locate the correct profiles by running a Person (or Recruiting Workflow) Search and selecting the profiles.
2. Select Bulk Edit (which may display under a More button).
3. Select Profile (or Workflow), select the Contact tab, then select the Tag field. Click the Add Tag link to select or create one or more tags. Then, select the desired action from among the following two options:

• Add these new tags to the existing items.
• Replace the existing tags with these new items.

Tip: To delete all existing tags without replacing them, do not add text to the Tag field. Then, select the Replace option.

Configuring Tags

The user admin for a system may configure the tags list, as well as set edit permissions for the tags field.

To assist customers in getting started with tags, a standard list of characteristics is available in the system. The user admin can manage default tags and others via Admin > System Configuration > System > Tags or by searching for list.tag in System Configuration. Using the Tags Edit link, the user admin can configure the Label and Hidden attributes for each tag.

• The Label is the name of the tag that displays in the system (e.g., Ambitious)
• The Hidden checkbox allows a user admin to hide a tag from use. This action will also hide that tag from any associated profiles. Note that hiding a tag does not prevent a user from creating a tag with that same name in the future.
• Setup Tip: During initial configuration of the tag feature (i.e., before tags have been assigned to profiles), the user admin may want to update the Label for any undesired default tags rather than hiding them.

Once a tag has been used, iCIMS does not recommend changing the label, as this action will update any assigned tags to the new label; the Hidden checkbox should be used instead.

• Note: While it is possible to create sub-nodes on the tags list, iCIMS recommends against this course of action in order to ensure that tags are easy to use.

The Allow Adding New Tags on the Fly setting allows the user admin to determine which user groups have the ability to add new tags to the list by creating new tag values directly within a Tags field.

The Max Tags per Profile setting allows the user admin to set the maximum number of tags permitted per profile from a list of options.

The user admin can also manage whether the Tag field is hidden, required, or read-only on a per-user group basis by searching for rcf3275 in System Configuration.
 

---

Additional Resources: Managing Candidates

The iCIMS Knowledge Base includes additional resources on managing candidates. Click here to access related resources.