Overview

Users can add tags to a candidate’s profile in iCIMS Text Engagement to reflect information about their skills, fit, experience level, location, etc.; these tags can be used to easily find and identify specific candidates.

There are two types of tags in iCIMS Text Engagement: user tags, such as Cashier, Full Time, or NYC, which are created and managed by system users; and system tags, such as NewCandidate or TextApply, which are generated automatically by the system itself and cannot be modified by system users.

The following sections of this article outline how a user can add and manage user tags:

• Adding User Tags
• Renaming User Tags
• Deleting User Tags
• Tagging Candidates
  • Tagging a Single Candidate from the Candidate Profile
  • Tagging Multiple Candidates from the Tag Details Page

 

Adding User Tags

The following steps outline adding new user tags from the iCIMS Text Engagement web application.

1. From the dashboard, click the Tags tab on the sidebar to open the Tags page.
2. Click the Add Tag button in the upper right corner of the Tags page.
3. Enter a name for the tag (required). If desired, check the Include in Reports box to include the tag data in the Candidates report.

• Notes:
  • There is a 100-character limit for tag names.
  • Some special characters are not supported and will be changed to an underscore upon saving the tag (e.g., TM symbol, emojis).

4. Click Save to create the new user tag. After the tag is created, the tag details page displays.

From the tag details page, the user can add candidates to the new user tag. For more information, see the Tagging Multiple Candidate from the Tag Details Page section of this article.
 

Renaming User Tags

The following steps outline renaming existing user tags from the iCIMS Text Engagement web application.

Note: Renaming a tag updates the tag name for all candidate profiles it has been added to.

1. From the dashboard, click the Tags tab on the sidebar to open the Tags page.
2. From the Tags page, click the name of the tag to be renamed to open its tag details page.
3. Click the Actions button in the upper right corner of the page and select Edit Tag to launch the Edit Tag popup.
4. Enter a new tag name in the popup; then, click Save.
5. Review the change details (including the number of candidates that this tag will be updated for); then, enter the original tag name to confirm the name change.

6. Click Yes, I’m sure to save the update and rename the tag.

Note: A tag can also be edited from the tag's details page by hovering over the existing tag name in the upper left corner and then clicking the pencil icon that displays.
 

Deleting User Tags

The following steps outline deleting user tags from the iCIMS Text Engagement web application.

Important Note: Deleting a tag removes the tag from all candidate profiles it has been added to; this action cannot be undone.

1. From the dashboard, click the Tags tab on the sidebar menu to open the Tags page.
2. From the Tags page, click the desired tag name from the list to open the tag details page.
3. Click Actions and select Delete Tag to launch the Caution popup.
4. In the Caution popup, enter the tag name in the text field to confirm the deletion.
5. Once the tag name is entered, click Yes, I’m sure to delete the tag.

 

Tagging Candidates

There are two methods of tagging candidates – through the candidate profile and through the tag details page. These methods are described below.

Note: User tags can also be added to candidate profiles when importing new candidates into the Text Engagement web application via file upload; for more information, review the iCIMS Text Engagement: Adding Candidates article.
 

Tagging a Single Candidate from the Candidate Profile

The following steps outline tagging a single candidate from the candidate profile in the iCIMS Text Engagement web application.

1. Navigate to the desired candidate profile via the Candidates page or the inbox.
2. On the candidate profile, click the Add a Tag to this Candidate (plus) icon in the Tags section on the bottom right; a Tag Name field then displays.
3. Enter the name of a tag in the Tag Name field.
4. Click Add to add the candidate to the specified tag.

Once a candidate has been tagged, the tag name displays in the Tags section of the candidate’s profile; their name also displays in the Candidates section on the tag details page.

Note: To remove a user tag from the candidate profile, hover over the tag in the Tags section, then click the Remove Candidate (red circle) icon available in the last column.
 

Tagging Multiple Candidates from the Tag Details Page

The following steps outline tagging candidates from the tag details page in the iCIMS Text Engagement web application.

1. From the Tags page, click the desired tag name from the list to open its tag details page.
2. Click the Add Tag to Candidates (plus) icon in the Candidates section.
3. Select the desired candidate(s) from the list; use the available filters to narrow down the candidate list as needed.
4. Click the Add Candidates button to add the selected candidates to the tag.

Once a candidate has been added to the tag, their name displays in the Candidates section on the tag details page; the tag name also displays in the Tags section of the candidate’s profile.

Note: To remove a candidate from a user tag, hover over the desired candidate’s row in the Candidates section of the tag details page, then click the Remove Candidate (red circle) icon available in the last column.