How to Create a New Tag in the Hire Pipeline
Summary
Creating a new tag in the Hire Pipeline allows you to customise the way you track candidates throughout the hiring process. Tags can be used to categorise candidates based on various criteria, such as skills, interview stages, or candidate status. If a tag is not available in the existing list, you can create a new one easily to ensure your pipeline is organised and up to date.
In this article
- Before You Begin
- Step 1: Access the Candidate Profile
- Step 2: Create a New Tag
- Step 3: Assign the Tag to the Candidate
- Frequently Asked Questions (FAQ)
Before you begin
- You must have the necessary permissions to access the Hire Pipeline and the relevant job.
- You can create a new tag at any stage in the hiring process by following these steps.
- Creating new tags is particularly helpful when the pre-existing tags do not fit your categorisation needs.
Step 1: Access the Candidate Profile
- Log in to your system.
- Navigate to the Hire Pipeline for the relevant job position.
- Locate the candidate you wish to tag.
Step 2: Create a New Tag
- In the candidate profile, click on the Add Tags button.
- Start typing the name of the tag you wish to create in the search bar.
- If the tag does not appear in the drop-down list, press Enter.
- This will automatically create the new tag and add it to the candidate.
Step 3: Assign the Tag to the Candidate
- After pressing Enter, the new tag will be created and linked to the candidate.
- You can assign additional tags as needed by repeating the process.
Frequently Asked Questions (FAQ)
1. How can I create a new tag in the Hire Pipeline?
You can create a new tag by navigating to the candidate's profile in the Hire Pipeline, clicking on Add Tags, typing the desired tag name in the search box, and pressing Enter. This will create the tag and link it to the candidate.
2 .What happens if the tag I want to create already exists?
If the tag you type already exists in the system, it will appear in the drop-down list. You can then click on it to add it to the candidate, rather than creating a duplicate tag.
3.Do I need special permissions to create new tags?
Yes, you must have access to the Hire pipeline and the relevant job to create new tags. If you do not have the necessary permissions, please contact your system administrator.
4. Can I create multiple tags for a single candidate?
Yes, you can create and assign as many tags as needed to a candidate. Simply repeat the process for each tag you wish to add.
5. How do I know if a new tag has been successfully created?
Once you press Enter, the new tag will appear in the drop-down list and will be automatically linked to the candidate’s profile.
6.Can I remove a newly created tag?
Yes, you can remove any tag, including newly created ones, by clicking on the cross icon next to the tag in the candidate’s profile.
7. Can I create tags from the candidate’s profile or do I need to create them elsewhere?
You can create tags directly from the candidate’s profile. There’s no need to create tags separately or in another section of the system.
8. What should I do if I can't find an existing tag I want to apply?
If an existing tag is missing, simply type the desired tag and press Enter to create a new one.
9. Is there a limit to the number of new tags I can create?
There is no specific limit on the number of new tags you can create. However, it’s recommended to keep tags meaningful and organised to avoid confusion.