Introduction
When your pipeline grows, finding the right candidate again months later gets hard. Tags let you label candidates with whatever matters to your team - a skill level, a location, a notice period - and then filter your candidate list by those labels whenever you need to.
Note: Anyone who can manage candidates can apply tags that already exist. To create new tags, rename, merge, or delete them, you need the Manage tags and sources permission. You can check this in Settings > Roles.
Add tags to a candidate
The quickest way to tag someone is from their profile.
Open the candidate's profile.
In the Tags section of the overview, click the + button.
Start typing. Matching tags appear as you type - click one to apply it.
To create a tag that doesn't exist yet, type the full name and select the create option.
To remove a tag, hover over it and click the x.
Tip: Tag names aren't case-sensitive. Typing "senior" when a Senior tag already exists applies the existing tag instead of creating a second one - so your list stays clean even when teammates type differently.
Note: Without the Manage tags and sources permission, you can still pick from existing tags, but you can't create new ones.
Tag several candidates at once
When you're reviewing a batch of applicants, tag them together instead of one by one.
Go to Candidates.
Select the candidates you want to tag using the checkboxes.
In the toolbar that appears, click Add tag.
Type a tag name and select it, or add several. Each one you add appears as a chip below the field.
Click the submit button to apply all of them to every selected candidate.
Tag candidates automatically
Workflow automations can apply tags for you, so nobody has to remember.
Set up an automation with the Add tags action to tag candidates as they move through your pipeline. You can also go the other way: use When a candidate is tagged as a trigger, or add a condition that only runs the rest of the automation for candidates carrying a particular tag.
Tip: A single automation that tags everyone entering your Phone screen stage gives you a clean, reliable list later - no manual tagging, no gaps.
Find candidates by tag
Once candidates are tagged, there are three ways back to them.
Filter the candidate list
Go to Candidates.
Click Add filter and open the Tag group.
Choose the filter you need:
Has tag - candidates with any of the tags you pick.
Has all these tags - candidates carrying every tag you pick.
Does not have tag - candidates without the tags you pick.
Add the tags you want to filter on.
Tip: Add the Tags column to your candidate list so you can see each person's tags without opening their profile.
Use the dashboard widget
The Candidate tags & sources widget on your dashboard shows your tags with a count next to each one. Click a tag to jump straight to the candidates carrying it.
Click through from settings
In Settings > Workflow > Tags & Sources, the Candidates column shows how many candidates carry each tag. Click a number to open the candidate list filtered by that tag.
Manage your tags
Over time tags pile up - near-duplicates, typos, tags from a role you no longer hire for. Clean them up in Settings > Tags & Sources, on the Tags for candidates tab.
Create a tag
Go to Settings > Tags & Sources.
Click + New.
Type a tag name and press Enter. Repeat for as many tags as you want to create - each appears as a chip.
Click Add tags.
Rename a tag
Find the tag in the table. Use the search field if the list is long.
Click the pencil icon next to its name.
Type the new name and click Save.
If the new name matches a tag that already exists, Recruitee offers to merge the two instead.
Merge tags
Merging combines several tags into one. Every candidate tagged with any of them ends up carrying the single merged tag.
Select the tags you want to combine using the checkboxes.
Click Merge.
Enter the name for the merged tag.
Click Merge.
Important: You can't undo a merge.
Delete tags
Select the tags using the checkboxes.
Click Delete.
Confirm.
Important: Deleting a tag also removes it from every candidate that carries it. You can't undo this.
Frequently asked questions
What's the difference between tags and source tags?
What's the difference between tags and source tags?
Tags describe the candidate - skills, location, hiring context. Source tags describe where the candidate came from. They live on separate tabs in Settings > Tags & Sources and have their own filters.
Can I tag jobs too?
Can I tag jobs too?
Yes. Job tags are separate from candidate tags and live on the Tags for jobs tab.
Is there a limit on how many tags a candidate can have?
Is there a limit on how many tags a candidate can have?
No. A candidate profile shows the first 20 tags with a button to reveal the rest.
Is there a length limit for a tag name?
Is there a length limit for a tag name?
Yes - 255 characters. Leading and trailing spaces are trimmed and repeated spaces are collapsed into one.
Are tag names case-sensitive?
Are tag names case-sensitive?
No. Senior and senior are treated as the same tag.
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