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Adding Tags to Candidate Cards in the Hiring Pipeline
Summary
This guide explains how to add and manage tags for candidates in the Hiring Pipeline on Plumm. Tags help categorise candidates and provide quick insights into their status or attributes. You can use existing tags or create new ones—provided you have the appropriate permissions.
In this article
- Before you begin
- Step 1: Add or search for a tag
- Step 2: Create a new tag
- Frequently Asked Questions (FAQ)
Before you begin
To add or create tags, you must have the necessary permissions.
- Users with the appropriate access can create new tags.
- If you lack the required rights, please contact your system administrator.
Step 1. Add or search for an existing tag
- In the Hiring Pipeline, locate the candidate card you want to tag
- Click the Tags icon on the candidate's card
- Select Add Tags
- A dropdown will appear showing existing tags
- Choose the relevant tag(s) by clicking on them
Step 2. Create a new tag
- If the required tag is not listed, click in the Search or Create New field
- Type the name of your new tag
- Press Enter to create and assign the tag to the candidate
- The new tag will now appear on the candidate's card and will be available for future use
Frequently Asked Questions (FAQ)
1.Can I create new tags for candidates?
Yes, if you have the correct permissions. If you’re unable to create tags, please reach out to your admin.
2. How do I view the tags added to a candidate?
Tags appear directly on the candidate’s card and in the overview section of the Hiring Pipeline.
3.Can I add multiple tags to a candidate?
Absolutely. You can add as many tags as needed to categorise candidates effectively.
4.What happens when I add a new tag?
The tag is saved to the master tag list and becomes available for use with other candidates. This also helps you to search the candidates.
