Update Candidate Tags

Overview

This playbook covers how to add and remove tags on one or more Candidates.

→ See 105 - Candidates for full product knowledge on Candidate tags.

→ See 1117 - Configure-Candidate-Tags for instructions on managing the tags available in your organization.

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Method 1 — Update from the Candidate Profile Drawer

Best for: Quickly tagging one Candidate while browsing the Candidates Page, without opening the full profile.

1. Navigate to the Candidates Page.
2. Click on the Candidate's name in the table to open their profile drawer.
3. Under Tags, click Add Tag.
4. In the Tags modal, type a tag name and select it from the dropdown. To create a tag that doesn't exist yet, select the (Add new Tag?) option.
5. Click Save.

The tags display on the Candidate's profile. To remove a tag, click the x on the tag. A "Tag removed successfully." confirmation appears.

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Method 2 — Update from the Full Candidate Profile

Best for: Tagging a Candidate while reviewing their full profile and activity.

1. Open the Candidate's full profile. → See 902 - View-Candidate-Profile
2. Under Tags, click Add Tag.
3. In the Tags modal, type a tag name and select it from the dropdown. To create a tag that doesn't exist yet, select the (Add new Tag?) option.
4. Click Save.

You can also click More, then click Edit Candidate Profile, update the Tags dropdown in the modal, and click Save.

The tags display on the Candidate's profile. To remove a tag, click the x on the tag. A "Tag removed successfully." confirmation appears.

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Method 3 — Update via Bulk Actions on the Candidates Page

Best for: Adding the same tags to several Candidates at once rather than individually.

1. Navigate to the Candidates Page.
2. Use the checkboxes on the left side of the table to select the Candidates you want to tag.
3. In the bulk actions bar that appears, click Add Tags.
4. In the Add Tags modal, type a tag name and select it from the Search Tags dropdown. To create a tag that doesn't exist yet, select the (Add new Tag?) option. You can add up to 5 tags at a time.
5. Click Save.

The tags display in the Tags column for each selected Candidate. Tags can't be removed in bulk; remove them one Candidate at a time using Method 1 or Method 2.

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Related Topics

105 - Candidates — Full product knowledge on Candidates and Candidate tags
902 - View-Candidate-Profile — Instructions for opening a Candidate's profile drawer and full profile
1117 - Configure-Candidate-Tags — Instructions for configuring the Candidate tags available in your organization
101 - Platform-Links — Direct link to the Candidates Page