Assigning tags on eyrecruit

Assigning tags on eyrecruit

Tags are a way you can organise candidates and jobs. Each tag is coloured so you can keep track of it on the pipeline, jobs screen, and candidates screen. Tags can be assigned to a candidate from the candidate's profile, or to a job when creating a job. Use the Filters on the pipeline screen to view by tag. All tags are created by the user, and so can be specialised for however you want your candidates and jobs organised. 

Creating tags

  1. In the top right, click on  > Global Settings.
  2. Go to Tags.
  3. Click the  icon in the top right.
  4. Give the tag a Name, Description, and Colour.
  5. Check the box next to Jobs, or Candidates, or both, depending on how this tag will be assigned.
  6. Click Save.
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Assigning tags to candidates

  1. In eyrecruit, click on the Pipeline tab.
  2. Click on the candidate to bring up their profile.
  3. At the top, click on the  button next to Tags.
  4. Click on the field that appears to select which tags to assign to this candidate. Click on the x next to a tag to remove it.
  5. Click the  button to add the tags.
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Assigning tags to jobs

  1. When creating or editing a job, click on the Assign Tags field to see a list of available tags.
  2. Click on one to assign it to the job.
  3. Save your changes.

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